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Livermore
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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

Q4 2025 vs. Q3 2025

How the institutions holding Watsco Inc changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of WSO: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders780127680
Shares36.1M6.44K37.4M+1.33M (+3.7%)
Value$14.6B$2.57M$12.6B−$1.97B (−13.5%)

12 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (110)

Institutions that held Watsco Inc at the end of Q4 2025 but not at the end of Q3 2025.

Showing the largest 100 of 110 by value.

Institutions new to WSO in Q4 2025
InstitutionSharesValue% of portfolio
Norges Bank328,989$110.9M0.01%
Alps Advisors Inc70,772$23.8M0.14%
Nomura Asset Management International Inc.63,493$21.4M0.03%
Taylor Securities Services, Inc.23,600$7.95M3.63%
PFA Pension, Forsikringsaktieselskab19,031$6.53M0.02%
Trexquant Investment LP12,236$4.12M0.04%
Gateway Investment Advisers LLC11,446$3.86M0.04%
Agf Management Ltd9,276$3.13M0.01%
Regents Gate Capital LLP6,430$2.17M0.69%
Jefferies Financial Group Inc.6,188$2.09M0.02%
Weiss Asset Management LP5,519$1.86M0.03%
Journey Retirement Planning & Investment Management LLC5,145$1.73M0.36%
CIBC World Markets Corp4,911$1.65M0.01%
2Xideas AG4,837$1.63M0.46%
Landscape Capital Management, L.L.C.4,556$1.54M0.10%
Virtu Financial LLC4,264$1.44M0.06%
Bank Julius Baer & Co. Ltd, Zurich3,948$1.35M0.00%
Voleon Capital Management LP3,979$1.34M0.03%
Campbell & CO Investment Adviser LLC3,775$1.27M0.06%
Inceptionr LLC3,486$1.17M0.33%
Triad Investment Management2,445$823.8K0.83%
Havemeyer Place LP2,434$820.1K0.16%
Caxton Associates LLP2,406$810.7K0.02%
Abn Amro Investment Solutions2,339$788.1K0.01%
Oak Thistle LLC2,320$781.7K0.11%
Blalock Williams, LLC2,247$757.1K0.61%
Gsa Capital Partners LLP2,163$729.0K0.06%
Northbridge Financial Group, LLC2,033$684.9K0.31%
SBI Okasan Asset Management Co.Ltd.1,800$628.2K0.03%
Intrinsic Value Partners, LLC1,739$586.0K0.44%
Quantitative Investment Management, LLC1,543$519.0K0.05%
Baader Bank INC1,384$466.3K0.04%
Venture Visionary Partners LLC1,268$433.0K0.01%
Skopos Labs, Inc.1,200$418.6K0.02%
North Dakota State Investment Board1,225$412.8K0.02%
Scientech Research LLC1,183$398.6K0.25%
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.1,154$388.8K0.32%
Prelude Capital Management, LLC1,128$380.1K0.03%
71 West Capital Partners1,030$347.1K0.02%
PensionDanmark Pensionsforsikringsaktieselskab1,010$340.3K0.00%
Tyche Wealth Partners LLC919$309.7K0.05%
Allspring Global Investments Holdings, LLC889$308.8K0.00%
Merit Financial Group, LLC902$303.9K0.00%
Texas Bank & Trust Co875$294.8K0.11%
Fieldview Capital Management, LLC838$282.4K0.05%
Guardian Partners Inc.686$281.2K0.02%
StoneX Group Inc.806$271.6K0.01%
Impact Partnership Wealth, LLC711$239.6K0.03%
TrueMark Investments, LLC706$237.9K0.05%
Pinnacle Financial Partners, Inc.671$226.1K0.00%
Somerset Trust Co668$225.1K0.07%
Woodline Partners LP643$216.7K0.00%
Marble Wealth, LLC635$214.0K0.03%
Axq Capital, LP632$213.0K0.05%
Alpine Global Management, LLC615$207.2K0.05%
Legacy Capital Wealth Partners, LLC614$207.0K0.04%
Argonautica Private Wealth Management, Inc598$201.5K0.06%
Veritas Investment Partners (UK) Ltd.472$159.2K0.00%
V-Square Quantitative Management LLC408$137.5K0.01%
Fideuram Asset Management (Ireland) dac295$117.7K0.01%
Los Angeles Capital Management LLC166$59.5K0.00%
Roble, Belko & Company, Inc171$58.0K0.01%
Commonwealth Retirement Investments LLC132$44.5K0.01%
Laurel Wealth Advisors LLC111$37.4K0.00%
Quarry LP111$37.4K0.01%
Bamco Inc103$34.7K0.00%
Bayban87$29.3K0.03%
SageView Advisory Group, LLC78$26.3K0.00%
Torren Management, LLC76$25.6K0.01%
Lodestone Wealth Management LLC67$22.6K0.01%
Elyxium Wealth, LLC62$20.9K0.01%
Entrust Financial LLC60$20.2K0.02%
Wellington-Altus USA Inc.51$17.2K0.01%
IFC & Insurance Marketing, Inc.51$17.0K0.02%
BOK Financial Private Wealth, Inc.35$11.8K0.00%
Oakworth Capital, Inc.34$11.5K0.00%
Newbridge Financial Services Group, Inc.25$8.42K0.00%
Meramec Financial Planners, LLC20$8.40K0.00%
Keating Financial Advisory Services, Inc.24$8.09K0.00%
Advocate Investing Services LLC21$7.08K0.01%
McIlrath & Eck, LLC18$6.07K0.00%
CBIZ Investment Advisory Services, LLC18$6.07K0.00%
Noble Wealth Management PBC18$6.07K0.00%
SHP Wealth Management17$5.73K0.00%
Financial Consulate, Inc11$3.71K0.00%
Sound Income Strategies, LLC9$3.43K0.00%
Hilton Head Capital Partners, LLC9$3.03K0.00%
Tucker Asset Management LLC7$2.36K0.00%
Cornerstone Planning Group LLC6$2.31K0.00%
Zions Bancorporation, National Association6$2.02K0.00%
Johnson Financial Group, Inc.5$1.69K0.00%
Essential Partners LLC5$1.69K0.00%
Turning Point Benefit Group, Inc.5$1.68K0.00%
Signature Equity Partners, LLC4$1.42K0.00%
South State Corp.4$1.35K0.00%
Cromwell Holdings LLC3$1.01K0.00%
Cornerstone Financial Management LLC3$1.01K0.00%
CX Institutional4$1.00K0.00%
Lloyd Advisory Services, LLC.2$7310.00%
Sunrise Financial Services, LLC2$6740.00%

Sold out (110)

Institutions that held Watsco Inc at the end of Q3 2025 and filed for Q4 2025 without it.

Showing the largest 100 of 110 by value.

Institutions that sold out of WSO in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Holocene Advisors, LP99,389$40.2M
TimesSquare Capital Management, LLC71,917$29.1M
Alyeska Investment Group, L.P.66,395$26.8M
Lord, Abbett & Co. LLC61,500$24.9M
EULAV Asset Management55,900$22.6M
Broad Bay Capital Management, LP50,940$20.6M
T. Rowe Price Investment Management, Inc.42,586$17.2M
Walleye Capital LLC40,097$16.2M
Mackenzie Financial Corp35,188$14.2M
Buck Wealth Strategies, LLC22,655$9.16M
Jain Global LLC17,230$6.97M
Nicholas Company, Inc.14,018$5.67M
Andra AP-fonden13,508$5.46M
Natixis9,918$4.01M
IFM Investors Pty Ltd6,999$2.79M
Engineers Gate Manager LP5,509$2.23M
Campbell Capital Management Inc3,850$1.56M
Prime Capital Investment Advisors, LLC3,675$1.49M
Confluence Wealth Services, Inc.3,062$1.24M
Oddo BHF Asset Management SAS2,576$1.04M
Generali Asset Management SPA SGR2,548$1.03M
Freestone Grove Partners LP2,493$1.01M
Roundview Capital LLC2,346$948.5K
Healthcare of Ontario Pension Plan Trust Fund1,967$795.3K
Susquehanna International Group, LLP1,834$741.5K
Endeavor Private Wealth, Inc.1,655$669.3K
Summit Wealth Group LLC1,771$668.9K
Catalytic Wealth RIA, LLC1,589$642.4K
EntryPoint Capital, LLC1,521$614.9K
Semanteon Capital Management, LP1,404$567.6K
Ci Investments Inc.1,361$550.0K
Lombard Odier Asset Management (USA) Corp1,317$532.5K
Mayflower Financial Advisors, LLC1,223$494.5K
Blueshift Asset Management, LLC1,214$490.8K
Park Avenue Securities LLC1,098$444.0K
Empowered Funds, LLC1,002$405.1K
Everpar Advisors LLC922$372.8K
VisionPoint Advisory Group, LLC897$362.7K
Texas Yale Capital Corp.891$360.2K
Forum Financial Management, LP885$357.8K
Waterloo Capital, L.P.883$357.0K
Institute for Wealth Management, LLC.869$351.3K
Ossiam841$340.0K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management781$315.8K
Yarbrough Capital, LLC716$289.5K
Two Sigma Securities, LLC699$282.6K
Arete Wealth Advisors, LLC668$270.0K
Thrive Wealth Management, LLC654$264.4K
Sagespring Wealth Partners, LLC617$249.5K
Enhancing Capital LLC617$249.5K
Blue Barn Wealth, LLC609$246.2K
Rafferty Asset Management, LLC603$243.8K
Apollon Wealth Management, LLC601$243.2K
Bayesian Capital Management, LP597$241.4K
Eagle Global Advisors LLC586$237.0K
Berkshire Asset Management LLC573$231.8K
Integrity Alliance, LLC.572$231.4K
Legacy Trust556$224.8K
Aureus Asset Management, LLC551$222.8K
Prospect Financial Services LLC550$222.4K
Autumn Glory Partners, LLC548$221.6K
Cordatus Wealth Management LLC546$220.7K
MQS Management LLC544$219.9K
Advisory Services Network, LLC542$219.2K
Quadrature Capital Ltd540$218.5K
Saturna Capital CORP537$217.1K
Ashton Thomas Private Wealth, LLC536$216.7K
TownSquare Capital, LLC533$215.5K
Breakwater Capital Group520$210.2K
Woodstock Corp517$209.0K
Tower Wealth Partners, Inc.513$207.4K
Fundamentun, LLC503$203.4K
River Wealth Advisors LLC500$202.2K
Bedel Financial Consulting, Inc.500$202.2K
Patten Group, Inc.495$200.1K
Strengthening Families & Communities, LLC323$151.6K
Icon Wealth Advisors, LLC357$144.3K
Mather Group, LLC.257$103.9K
North Capital, Inc.256$103.5K
Wealthspire Advisors, LLC198$79.9K
Trust Co of Toledo NA190$76.8K
Fortitude Family Office, LLC108$43.7K
Mascoma Wealth Management LLC90$36.4K
Rise Advisors, LLC68$27.5K
Manchester Capital Management LLC45$18.2K
Parvin Asset Management, LLC37$15.0K
Main Street Group, LTD35$14.2K
Palisade Asset Management, LLC17$6.87K
Ameritas Advisory Services, LLC17$6.87K
Financial Life Planners16$6.29K
Private Wealth Asset Management, LLC15$6.07K
Pathway Financial Advisers, LLC13$5.01K
Salem Investment Counselors Inc11$4.45K
Grey Fox Wealth Advisors, LLC11$4.45K
ESL Trust Services, LLC8$3.23K
Tortoise Investment Management, LLC7$2.83K
Barnes Dennig Private Wealth Management LLC7$2.83K
Orion Capital Management LLC5$2.02K
Cloud Capital Management, LLC6$2.00K
Proffitt & Goodson Inc4$1.62K

Not filed for Q4 2025 yet (12)

Institutions that held Watsco Inc at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WSO in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Lindenwold Advisors2,102$849.8K
CIBC Bancorp USA Inc.1,251$505.8K
Pinebridge Investments, L.P.967$391.0K
Fullcircle Wealth LLC686$245.8K
Synovus Financial Corp522$211.0K
Promus Capital, LLC408$164.8K
Cove Street Capital, LLC240$97.0K
AXA Investment Managers S.A.148$59.8K
Bares Capital Management, Inc.45$18.2K
FSA Wealth Management LLC39$15.6K
Hemington Wealth Management30$12.0K
Binnacle Investments Inc2$809