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, Q4 2025
Institutional positions in Watsco Inc as of Dec 31, 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
- 768
- 0 vs. Q3 2025
- Shares held
- 37.4M
- +1.33M (+3.7%) vs. Q3 2025
- Total value
- $12.6B
- −$1.97B (−13.5%) vs. Q3 2025
- New holders
- 110
- 227 more added
- Sold out
- 110
- 322 more reduced
12 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Investors | 4,642,893 | $1.56B | 0.25% | +2,356,998+103.1% | Added |
| BlackRock, Inc. | 3,685,280 | $1.24B | 0.02% | −57,207−1.5% | Reduced |
| Vanguard Group Inc | 3,523,522 | $1.19B | 0.02% | −27,546−0.8% | Reduced |
| FMR LLC | 1,966,899 | $662.7M | 0.03% | −1,034,964−34.5% | Reduced |
| Charles Schwab Investment Management Inc | 1,559,965 | $525.6M | 0.08% | +46,799+3.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,406,884 | $474.0M | 1.27% | −139,520−9.0% | Reduced |
| State Street Corp | 1,240,636 | $418.0M | 0.01% | +2,515+0.2% | Added |
| Baillie Gifford & Co | 917,492 | $309.1M | 0.26% | −26,594−2.8% | Reduced |
| Morgan Stanley | 824,866 | $277.9M | 0.02% | +211,924+34.6% | Added |
| Blair William & Co | 675,440 | $227.6M | 0.61% | −124,516−15.6% | Reduced |
| Geode Capital Management, LLC | 638,014 | $214.4M | 0.01% | +5,176+0.8% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 577,669 | $194.6M | 1.55% | +12,500+2.2% | Added |
| Davenport & Co LLC | 470,177 | $159.3M | 0.86% | +113,333+31.8% | Added |
| Capital World Investors | 434,018 | $146.2M | 0.02% | −200,000−31.5% | Reduced |
| Wells Fargo & Company | 426,355 | $143.7M | 0.03% | −26,257−5.8% | Reduced |
| Two Sigma Investments, LP | 404,803 | $136.4M | 0.20% | +231,725+133.9% | Added |
| Captrust Financial Advisors | 396,514 | $133.6M | 0.25% | +6,034+1.5% | Added |
| Raymond James Financial Inc | 393,870 | $132.7M | 0.04% | −15,698−3.8% | Reduced |
| Neuberger Berman Group LLC | 382,845 | $129.0M | 0.10% | −99,262−20.6% | Reduced |
| Hamlin Capital Management, LLC | 340,322 | $114.7M | 2.75% | −65,158−16.1% | Reduced |
| Norges Bank | 328,989 | $110.9M | 0.01% | +328,989 | New |
| Northern Trust Corp | 319,162 | $107.5M | 0.01% | −9,634−2.9% | Reduced |
| Renaissance Technologies LLC | 305,280 | $102.9M | 0.16% | +167,080+120.9% | Added |
| Goldman Sachs Group Inc | 304,763 | $102.7M | 0.01% | −32,822−9.7% | Reduced |
| Bahl & Gaynor Inc | 260,786 | $87.9M | 0.44% | +2,501+1.0% | Added |
| Bank of New York Mellon Corp | 254,200 | $85.7M | 0.02% | −51,890−17.0% | Reduced |
| Two Sigma Advisers, LP | 234,580 | $79.0M | 0.15% | +174,880+292.9% | Added |
| Caledonia Investments PLC | 232,927 | $78.5M | 8.70% | +13,500+6.2% | Added |
| Brown Brothers Harriman & Co | 230,992 | $77.8M | 0.42% | +31,256+15.6% | Added |
| Dimensional Fund Advisors LP | 225,247 | $75.9M | 0.02% | −2,066−0.9% | Reduced |
| Envestnet Asset Management Inc | 218,586 | $73.7M | 0.02% | −58,164−21.0% | Reduced |
| JPMorgan Chase & Co | 214,802 | $72.4M | 0.00% | −100,823−31.9% | Reduced |
| Bank of America Corp | 213,603 | $72.0M | 0.01% | +62,992+41.8% | Added |
| Welch & Forbes LLC | 210,718 | $71.0M | 0.86% | −2,513−1.2% | Reduced |
| UBS Group AG | 186,875 | $63.0M | 0.01% | +72,977+64.1% | Added |
| Schwartz Investment Counsel Inc | 167,185 | $56.3M | 1.97% | +47,185+39.3% | Added |
| Vantage Investment Partners, LLC | 166,172 | $56.0M | 3.74% | +68,442+70.0% | Added |
| Jacobs Levy Equity Management, Inc | 152,445 | $51.4M | 0.20% | +36,103+31.0% | Added |
| Wellington Management Group LLP | 149,006 | $50.2M | 0.01% | −37,970−20.3% | Reduced |
| CI Private Wealth, LLC | 145,405 | $49.0M | 0.07% | −10,648−6.8% | Reduced |
| Benjamin Edwards Inc | 145,131 | $48.9M | 0.54% | −1,402−1.0% | Reduced |
| Royal Bank of Canada | 137,656 | $46.4M | 0.01% | −91,155−39.8% | Reduced |
| Epoch Investment Partners, Inc. | 135,131 | $45.5M | 0.26% | +103,589+328.4% | Added |
| UBS Asset Management Americas Inc | 128,578 | $43.3M | 0.01% | −466−0.4% | Reduced |
| Citigroup Inc | 125,098 | $42.2M | 0.03% | +95,560+323.5% | Added |
| Voloridge Investment Management, LLC | 120,497 | $40.6M | 0.14% | +56,898+89.5% | Added |
| King Luther Capital Management Corp | 116,986 | $39.4M | 0.16% | −15,696−11.8% | Reduced |
| Conestoga Capital Advisors, LLC | 115,568 | $38.9M | 0.66% | +21,119+22.4% | Added |
| Kames Capital plc | 114,004 | $38.4M | 0.46% | −7,187−5.9% | Reduced |
| Employees Retirement System of Texas | 112,601 | $37.9M | 0.31% | +106,883+1,869.2% | Added |
| GW&K Investment Management, LLC | 110,221 | $37.1M | 0.32% | −992−0.9% | Reduced |
| Donaldson Capital Management, LLC | 109,931 | $37.0M | 1.18% | −14,858−11.9% | Reduced |
| Baird Financial Group, Inc. | 109,609 | $36.9M | 0.06% | +4,073+3.9% | Added |
| Stifel Financial Corp | 103,504 | $34.9M | 0.03% | −9,317−8.3% | Reduced |
| Rhumbline Advisers | 103,364 | $34.8M | 0.03% | +324+0.3% | Added |
| Legal & General Group Plc | 100,452 | $33.8M | 0.01% | −8,236−7.6% | Reduced |
| Swiss National Bank | 95,644 | $32.2M | 0.02% | −5,000−5.0% | Reduced |
| Dearborn Partners LLC | 94,731 | $31.9M | 1.59% | −3,204−3.3% | Reduced |
| Anchor Capital Advisors LLC | 85,392 | $28.8M | 0.83% | +6,425+8.1% | Added |
| Howland Capital Management LLC | 83,861 | $28.3M | 1.07% | −7,251−8.0% | Reduced |
| Wilkinson Global Asset Management LLC | 78,925 | $26.6M | 1.82% | −2,758−3.4% | Reduced |
| Invesco Ltd. | 78,336 | $26.4M | 0.00% | +4,863+6.6% | Added |
| Principal Financial Group Inc | 77,763 | $26.2M | 0.01% | −3,043−3.8% | Reduced |
| Alps Advisors Inc | 70,772 | $23.8M | 0.14% | +70,772 | New |
| HRT Financial LP | 70,744 | $23.8M | 0.08% | +60,700+604.3% | Added |
| Baskin Financial Services Inc. | 70,562 | $23.8M | 1.79% | −627−0.9% | Reduced |
| Riverbridge Partners LLC | 69,410 | $23.4M | 0.44% | −16,939−19.6% | Reduced |
| Geneva Capital Management LLC | 67,519 | $22.8M | 0.43% | +2,298+3.5% | Added |
| RMB Capital Management, LLC | 66,985 | $22.6M | 0.39% | −1,371−2.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 66,680 | $22.5M | 0.01% | −3,227−4.6% | Reduced |
| Capital Advisors Inc | 66,377 | $22.4M | 0.36% | +3,529+5.6% | Added |
| Deutsche Bank AG | 64,048 | $21.6M | 0.01% | −274−0.4% | Reduced |
| Nomura Asset Management International Inc. | 63,493 | $21.4M | 0.03% | +63,493 | New |
| D. E. Shaw & Co., Inc. | 62,727 | $21.1M | 0.02% | −43,357−40.9% | Reduced |
| Citadel Advisors LLC | 61,757 | $20.8M | 0.01% | −45,439−42.4% | Reduced |
| Nuveen, LLC | 61,067 | $20.6M | 0.01% | −914−1.5% | Reduced |
| Tudor Investment Corp Et Al | 61,054 | $20.6M | 0.11% | +52,974+655.6% | Added |
| Fenimore Asset Management Inc | 60,859 | $20.5M | 0.43% | −9,842−13.9% | Reduced |
| California Public Employees Retirement System | 59,125 | $19.9M | 0.01% | +11,151+23.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 58,932 | $19.9M | 0.05% | −51,228−46.5% | Reduced |
| Capital International Inc | 58,462 | $19.7M | 0.15% | +40,182+219.8% | Added |
| Nordea Investment Management AB | 56,815 | $19.4M | 0.02% | −488−0.9% | Reduced |
| Natixis Advisors, L.P. | 56,976 | $19.2M | 0.03% | −5,708−9.1% | Reduced |
| DekaBank Deutsche Girozentrale | 38,869 | $19.1M | 0.04% | 00.0% | Unchanged |
| California State Teachers Retirement System | 56,240 | $19.0M | 0.02% | +1,034+1.9% | Added |
| Russell Investments Group, Ltd. | 55,827 | $18.8M | 0.02% | +10,687+23.7% | Added |
| Dudley & Shanley, Inc. | 55,692 | $18.8M | 3.02% | +16,322+41.5% | Added |
| Amundi | 55,352 | $18.7M | 0.01% | +18,930+52.0% | Added |
| Premier Fund Managers Ltd | 53,562 | $18.4M | 1.06% | −12,771−19.3% | Reduced |
| Retirement Systems of Alabama | 54,061 | $18.2M | 0.06% | −285−0.5% | Reduced |
| Swedbank AB | 52,345 | $17.6M | 0.02% | −32,047−38.0% | Reduced |
| Barclays PLC | 52,285 | $17.6M | 0.01% | −3,380−6.1% | Reduced |
| Great West Life Assurance Co | 50,912 | $17.2M | 0.03% | −86,530−63.0% | Reduced |
| Alliancebernstein L.P. | 48,337 | $16.3M | 0.01% | +392+0.8% | Added |
| Intech Investment Management LLC | 47,042 | $15.9M | 0.14% | +22,742+93.6% | Added |
| Pembroke Management, LTD | 46,803 | $15.8M | 1.63% | −23,379−33.3% | Reduced |
| Victory Capital Management Inc | 46,022 | $15.5M | 0.01% | +1,999+4.5% | Added |
| Comerica Bank | 45,756 | $15.4M | 0.06% | +12,190+36.3% | Added |
| Federated Hermes, Inc. | 45,437 | $15.3M | 0.03% | +25,480+127.7% | Added |
| Heartland Advisors Inc | 45,151 | $15.2M | 0.82% | +8,321+22.6% | Added |