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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.

Institutional holdersQ3 2025: 780 institutions
Q1 2021: 464 institutionsQ2 2021: 475 institutionsQ3 2021: 478 institutionsQ4 2021: 521 institutionsQ1 2022: 495 institutionsQ2 2022: 516 institutionsQ3 2022: 538 institutionsQ4 2022: 568 institutionsQ1 2023: 615 institutionsQ2 2023: 677 institutionsQ3 2023: 683 institutionsQ4 2023: 727 institutionsQ1 2024: 746 institutionsQ2 2024: 778 institutionsQ3 2024: 789 institutionsQ4 2024: 822 institutionsQ1 2025: 840 institutionsQ2 2025: 807 institutionsQ3 2025: 780 institutionsQ4 2025: 768 institutionsQ1 2026: 772 institutionsQ2 2026: 787 institutions
Value heldQ3 2025: $14.6B
Q1 2021: $8.06BQ2 2021: $8.80BQ3 2021: $8.12BQ4 2021: $9.61BQ1 2022: $9.46BQ2 2022: $7.74BQ3 2022: $8.59BQ4 2022: $8.51BQ1 2023: $11.0BQ2 2023: $13.5BQ3 2023: $13.7BQ4 2023: $15.3BQ1 2024: $15.6BQ2 2024: $16.7BQ3 2024: $17.4BQ4 2024: $16.8BQ1 2025: $17.9BQ2 2025: $15.3BQ3 2025: $14.6BQ4 2025: $12.6BQ1 2026: $13.9BQ2 2026: $15.7B
Institutions holding WSO and their total value by quarter
QuarterHoldersValue
Q2 2026787$15.7B
Q1 2026772$13.9B
Q4 2025768$12.6B
Q3 2025780$14.6B
Q2 2025807$15.3B
Q1 2025840$17.9B
Q4 2024822$16.8B
Q3 2024789$17.4B
Q2 2024778$16.7B
Q1 2024746$15.6B
Q4 2023727$15.3B
Q3 2023683$13.7B
Q2 2023677$13.5B
Q1 2023615$11.0B
Q4 2022568$8.51B
Q3 2022538$8.59B
Q2 2022516$7.74B
Q1 2022495$9.46B
Q4 2021521$9.61B
Q3 2021478$8.12B
Q2 2021475$8.80B
Q1 2021464$8.06B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q2 2025.

Institutions holding WSO in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Ilex Capital Partners (UK) LLP0$00.00%−2,807−100.0%Sold out
Gateway Investment Advisers LLC0$00.00%−2,326−100.0%Sold out
Tounjian Advisory Partners, LLC0$00.00%−1,954−100.0%Sold out
Inceptionr LLC0$00.00%−1,944−100.0%Sold out
Oak Ridge Investments LLC0$00.00%−1,908−100.0%Sold out
LGT Fund Management Co Ltd.0$00.00%−1,900−100.0%Sold out
R Squared Ltd0$00.00%−1,750−100.0%Sold out
Caxton Associates LLP0$00.00%−1,616−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−1,504−100.0%Sold out
Shell Asset Management Co0$00.00%−1,348−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−1,102−100.0%Sold out
Thurston, Springer, Miller, Herd & Titak, Inc.0$00.00%−923−100.0%Sold out
HighPoint Advisor Group LLC0$00.00%−878−100.0%Sold out
Washington Trust Bank0$00.00%−805−100.0%Sold out
Versor Investments LP0$00.00%−799−100.0%Sold out
Oxford Asset Management LLP0$00.00%−780−100.0%Sold out
DRW Securities, LLC0$00.00%−752−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−749−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−746−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−735−100.0%Sold out
Fiduciary Financial Group, LLC0$00.00%−680−100.0%Sold out
Berry Wealth Group, LP0$00.00%−690−100.0%Sold out
Platform Technology Partners0$00.00%−685−100.0%Sold out
Csenge Advisory Group0$00.00%−603−100.0%Sold out
Great Valley Advisor Group, Inc.0$00.00%−599−100.0%Sold out
Integrated Wealth Concepts LLC0$00.00%−592−100.0%Sold out
Clear Street Markets LLC0$00.00%−573−100.0%Sold out
Magnetar Financial LLC0$00.00%−548−100.0%Sold out
Insigneo Advisory Services, LLC0$00.00%−535−100.0%Sold out
Savant Capital, LLC0$00.00%−520−100.0%Sold out
Wolverine Trading, LLC0$00.00%−521−100.0%Sold out
KKM Financial LLC0$00.00%−508−100.0%Sold out
Corton Capital Inc.0$00.00%−503−100.0%Sold out
Diversify Advisory Services, LLC0$00.00%−523−100.0%Sold out
Northside Capital Management, LLC0$00.00%−488−100.0%Sold out
Perfromance Wealth Partners, LLC0$00.00%−487−100.0%Sold out
Independent Advisor Alliance0$00.00%−476−100.0%Sold out
Waldron Private Wealth LLC0$00.00%−473−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−473−100.0%Sold out
Tradition Wealth Management, LLC0$00.00%−459−100.0%Sold out
Oarsman Capital, Inc.0$00.00%−453−100.0%Sold out
Gitterman Wealth Management, LLC0$00.00%−348−100.0%Sold out
Bellwether Advisors, LLC0$00.00%−329−100.0%Sold out
Skopos Labs, Inc.0$00.00%−288−100.0%Sold out
GeoWealth Management, LLC0$00.00%−277−100.0%Sold out
Headlands Technologies LLC0$00.00%−275−100.0%Sold out
Barrett & Company, Inc.0$00.00%−200−100.0%Sold out
Rothschild Investment LLC0$00.00%−135−100.0%Sold out
Acadian Asset Management LLC0$00.00%−110−100.0%Sold out
Kestra Investment Management, LLC0$00.00%−47−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−54−100.0%Sold out
McIlrath & Eck, LLC0$00.00%−40−100.0%Sold out
Bryn Mawr Trust Co0$00.00%−34−100.0%Sold out
Contravisory Investment Management, Inc.0$00.00%−29−100.0%Sold out
Mowery & Schoenfeld Wealth Management, LLC0$00.00%−18−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−12−100.0%Sold out
Park Square Financial Group, LLC0$00.00%−10−100.0%Sold out
Sierra Ocean, LLC0$00.00%−9−100.0%Sold out
Transce3nd, LLC0$00.00%−6−100.0%Sold out
Kilter Group LLC0$00.00%−5−100.0%Sold out
Cromwell Holdings LLC0$00.00%−5−100.0%Sold out
Missouri Trust & Investment Co0$00.00%−5−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−5−100.0%Sold out
First United Bank Trust0$00.00%−4−100.0%Sold out
Silicon Valley Capital Partners0$00.00%−4−100.0%Sold out
Quarry LP0$00.00%−4−100.0%Sold out
Ameriflex Group, Inc.0$00.00%−3−100.0%Sold out
Total Investment Management Inc0$00.00%−2−100.0%Sold out
Longfellow Investment Management Co LLC0$00.00%−2−100.0%Sold out
Aventura Private Wealth, LLC0$00.00%−2−100.0%Sold out
South State Corp.0$00.00%−1−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−1−100.0%Sold out
Stephens Consulting, LLC0$00.00%−1−100.0%Sold out
Norges Bank––––Not filed
Avantax Advisory Services, Inc.––––Not filed
J. W. Coons Advisors, LLC––––Not filed
Atria Wealth Solutions, Inc.––––Not filed
CIBC World Markets Corp––––Not filed
Congress Wealth Management LLC––––Not filed
First Horizon Advisors, Inc.––––Not filed
Capital A Wealth Management, LLC––––Not filed
Legacy Investment Solutions, LLC––––Not filed
Oliver Lagore Vanvalin Investment Group––––Not filed
Parkworth Wealth Management, Inc.––––Not filed