Watsco Inc
WSO- Exchange
- NYSE
- Industry
- Wholesale-Hardware & Plumbing & Heating Equipment & Supplies
- SEC CIK
- 0000105016
No open-market purchases or sales by Watsco Inc insiders were filed in the last 90 days; 787 institutions reported holding it in 13F filings for Q2 2026, worth $15.7B in total; superinvestors Markel Group and Giverny Capital hold it.
Other share classesWSO.B
13F holders, Q3 2025
Institutional positions in Watsco Inc as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 780
- −16 vs. Q2 2025
- Shares held
- 36.1M
- +1.60M (+4.6%) vs. Q2 2025
- Total value
- $14.6B
- −$636.2M (−4.2%) vs. Q2 2025
- New holders
- 77
- 263 more added
- Sold out
- 93
- 301 more reduced
11 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WSO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 787 | $15.7B |
| Q1 2026 | 772 | $13.9B |
| Q4 2025 | 768 | $12.6B |
| Q3 2025 | 780 | $14.6B |
| Q2 2025 | 807 | $15.3B |
| Q1 2025 | 840 | $17.9B |
| Q4 2024 | 822 | $16.8B |
| Q3 2024 | 789 | $17.4B |
| Q2 2024 | 778 | $16.7B |
| Q1 2024 | 746 | $15.6B |
| Q4 2023 | 727 | $15.3B |
| Q3 2023 | 683 | $13.7B |
| Q2 2023 | 677 | $13.5B |
| Q1 2023 | 615 | $11.0B |
| Q4 2022 | 568 | $8.51B |
| Q3 2022 | 538 | $8.59B |
| Q2 2022 | 516 | $7.74B |
| Q1 2022 | 495 | $9.46B |
| Q4 2021 | 521 | $9.61B |
| Q3 2021 | 478 | $8.12B |
| Q2 2021 | 475 | $8.80B |
| Q1 2021 | 464 | $8.06B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Patten Group, Inc. | 495 | $200.1K | 0.04% | +495 | New |
| Huntington National Bank | 488 | $197.3K | 0.00% | −63−11.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 478 | $193.3K | 0.00% | +10+2.1% | Added |
| Smartleaf Asset Management LLC | 474 | $189.6K | 0.01% | +271+133.5% | Added |
| Curat Global, LLC | 460 | $186.0K | 0.17% | 00.0% | Unchanged |
| Hilltop National Bank | 454 | $183.6K | 0.05% | +30+7.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 420 | $169.8K | 0.00% | −5,005−92.3% | Reduced |
| IFP Advisors, Inc | 416 | $168.2K | 0.00% | +100+31.6% | Added |
| Whittier Trust Co | 398 | $165.1K | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 408 | $164.8K | 0.11% | +408 | New |
| Freemont Management S.A. | 400 | $161.7K | 0.13% | −3,200−88.9% | Reduced |
| Colonial Trust Co | 397 | $160.4K | 0.02% | +18+4.7% | Added |
| Allworth Financial LP | 379 | $153.0K | 0.00% | +81+27.2% | Added |
| Strengthening Families & Communities, LLC | 323 | $151.6K | 0.03% | +307+1,918.8% | Added |
| Icon Wealth Advisors, LLC | 357 | $144.3K | 0.01% | −76−17.6% | Reduced |
| Archer Investment Corp | 356 | $143.9K | 0.03% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 350 | $141.5K | 0.01% | +50+16.7% | Added |
| Financial Network Wealth Advisors LLC | 330 | $133.4K | 0.15% | +43+15.0% | Added |
| Root Financial Partners, LLC | 323 | $130.5K | 0.01% | +323 | New |
| Central Trust Co | 315 | $127.4K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 295 | $119.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 289 | $117.0K | 0.06% | −35−10.8% | Reduced |
| MTM Investment Management, LLC | 264 | $106.9K | 0.03% | 00.0% | Unchanged |
| National Bank of Canada | 264 | $106.7K | 0.00% | +21+8.6% | Added |
| Mather Group, LLC. | 257 | $103.9K | 0.00% | +257 | New |
| North Capital, Inc. | 256 | $103.5K | 0.08% | +1+0.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 256 | $103.5K | 0.00% | −100−28.1% | Reduced |
| Cove Street Capital, LLC | 240 | $97.0K | 0.13% | 00.0% | Unchanged |
| Trust Co of Vermont | 240 | $97.0K | 0.00% | +2+0.8% | Added |
| Ostrum Asset Management | 225 | $91.0K | 0.00% | −5−2.2% | Reduced |
| LRI Investments, LLC | 216 | $87.3K | 0.01% | −74−25.5% | Reduced |
| MCF Advisors LLC | 214 | $86.5K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 209 | $84.0K | 0.00% | +97+86.6% | Added |
| Whittier Trust Co of Nevada Inc | 194 | $80.5K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 198 | $79.9K | 0.00% | +198 | New |
| Larson Financial Group LLC | 190 | $76.9K | 0.00% | −42−18.1% | Reduced |
| Trust Co of Toledo NA | 190 | $76.8K | 0.01% | 00.0% | Unchanged |
| Strategic Advocates LLC | 183 | $74.0K | 0.02% | +183 | New |
| TD Waterhouse Canada Inc. | 181 | $73.1K | 0.00% | +109+151.4% | Added |
| Richardson Financial Services Inc. | 175 | $70.8K | 0.04% | −10−5.4% | Reduced |
| N.E.W. Advisory Services LLC | 160 | $64.7K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 152 | $61.5K | 0.00% | +152 | New |
| AXA Investment Managers S.A. | 148 | $59.8K | 0.00% | +148 | New |
| Creative Financial Designs Inc | 145 | $58.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 140 | $56.7K | 0.00% | +6+4.5% | Added |
| Bayforest Capital Ltd | 140 | $56.6K | 0.03% | +140 | New |
| Resources Management Corp | 125 | $51.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 126 | $50.9K | 0.00% | +126 | New |
| Clearstead Advisors, LLC | 120 | $48.5K | 0.00% | −165−57.9% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 120 | $48.5K | 0.00% | +120 | New |
| Glen Eagle Advisors, LLC | 117 | $47.1K | 0.01% | −76−39.4% | Reduced |
| Private Trust Co NA | 116 | $46.9K | 0.00% | −29−20.0% | Reduced |
| Golden State Wealth Management, LLC | 109 | $44.1K | 0.00% | +3+2.8% | Added |
| Fortitude Family Office, LLC | 108 | $43.7K | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 100 | $40.4K | 0.00% | +100 | New |
| Quest Partners LLC | 97 | $39.2K | 0.00% | −219−69.3% | Reduced |
| TruNorth Capital Management, LLC | 92 | $37.2K | 0.01% | +92 | New |
| Mascoma Wealth Management LLC | 90 | $36.4K | 0.01% | −85−48.6% | Reduced |
| Chilton Capital Management LLC | 76 | $30.7K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 74 | $29.9K | 0.00% | +71+2,366.7% | Added |
| St Germain D J Co Inc | 72 | $29.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 69 | $27.9K | 0.00% | +14+25.5% | Added |
| Rise Advisors, LLC | 68 | $27.5K | 0.01% | +1+1.5% | Added |
| Ransom Advisory, Ltd | 67 | $27.1K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 66 | $26.7K | 0.01% | +1+1.5% | Added |
| Armstrong Advisory Group, Inc | 65 | $26.3K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 64 | $25.9K | 0.00% | −52−44.8% | Reduced |
| Salomon & Ludwin, LLC | 62 | $25.7K | 0.00% | +20+47.6% | Added |
| First PREMIER Bank | 59 | $24.0K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 57 | $23.0K | 0.00% | +1+1.8% | Added |
| Measured Wealth Private Client Group, LLC | 57 | $23.0K | 0.01% | +57 | New |
| TCTC Holdings, LLC | 56 | $22.6K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 55 | $22.2K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 54 | $21.8K | 0.01% | +2+3.8% | Added |
| GoalVest Advisory LLC | 53 | $21.4K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 51 | $20.6K | 0.00% | +51 | New |
| Manitou Investment Management Ltd. | 50 | $20.2K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 50 | $20.2K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 50 | $20.2K | 0.01% | −22,031−99.8% | Reduced |
| Versant Capital Management, Inc | 50 | $20.2K | 0.00% | +8+19.0% | Added |
| North Star Investment Management Corp. | 47 | $19.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 48 | $19.0K | 0.00% | +48 | New |
| Rossby Financial, LCC | 47 | $19.0K | 0.01% | +11+30.6% | Added |
| Bares Capital Management, Inc. | 45 | $18.2K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 45 | $18.2K | 0.00% | +9+25.0% | Added |
| Solstein Capital, LLC | 42 | $17.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 41 | $16.6K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 40 | $16.2K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 40 | $16.2K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 39 | $15.8K | 0.00% | −198−83.5% | Reduced |
| JFS Wealth Advisors, LLC | 39 | $15.8K | 0.00% | −7−15.2% | Reduced |
| FSA Wealth Management LLC | 39 | $15.6K | 0.01% | +1+2.6% | Added |
| Rosenberg Matthew Hamilton | 38 | $15.4K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 37 | $15.0K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 35 | $14.2K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 32 | $12.8K | 0.00% | +32 | New |
| DAGCO, Inc. | 31 | $12.5K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 30 | $12.1K | 0.01% | −3−9.1% | Reduced |
| Hemington Wealth Management | 30 | $12.0K | 0.00% | −3−9.1% | Reduced |
| Winch Advisory Services, LLC | 30 | $11.9K | 0.00% | +1+3.4% | Added |