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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2025: 768 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 heldQ4 2025: $12.6B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q3 2025.

Institutions holding WSO in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Coston, McIsaac & Partners2$00.00%00.0%Unchanged
Raleigh Capital Management Inc.0$230.00%0Unchanged
Dunhill Financial, LLC1$2860.00%+1New
Valued Wealth Advisors LLC1$3370.00%−1−50.0%Reduced
Seneschal Advisors, LLC1$3370.00%00.0%Unchanged
S&T Bank1$3370.00%00.0%Unchanged
Rakuten Securities, Inc.1$3370.00%00.0%Unchanged
Rothschild Investment LLC1$3370.00%+1New
Litman Gregory Asset Management LLC1$3370.00%+1New
Triumph Capital Management1$3370.00%+1New
Quaker Wealth Management, LLC1$3370.00%+1New
American Capital Advisory, LLC1$3370.00%+1New
Key Capital Management, INC1$3370.00%+1New
1015 Capital Partners, LLC1$3370.00%+1New
Bay Harbor Wealth Management, LLC2$6730.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.2$6730.00%+2New
SBI Securities Co., Ltd.2$6740.00%−9−81.8%Reduced
True Wealth Design, LLC2$6740.00%−3−60.0%Reduced
Raffa Wealth Management, LLC2$6740.00%00.0%Unchanged
DecisionPoint Financial, LLC2$6740.00%00.0%Unchanged
PFS Partners, LLC2$6740.00%00.0%Unchanged
Sachetta, LLC2$6740.00%00.0%Unchanged
Principia Wealth Advisory, LLC2$6740.00%00.0%Unchanged
Millstone Evans Group, LLC2$6740.00%00.0%Unchanged
Sunrise Financial Services, LLC2$6740.00%+2New
Basecamp Wealth Advisors LLC2$6740.00%+2New
Quent Capital, LLC2$7310.00%00.0%Unchanged
Lloyd Advisory Services, LLC.2$7310.00%+2New
CX Institutional4$1.00K0.00%+4New
Financial Management Professionals, Inc.3$1.01K0.00%00.0%Unchanged
Key Financial Inc3$1.01K0.00%00.0%Unchanged
Cromwell Holdings LLC3$1.01K0.00%+3New
Cornerstone Financial Management LLC3$1.01K0.00%+3New
Spire Wealth Management3$1.18K0.00%−17−85.0%Reduced
SJS Investment Consulting Inc.4$1.35K0.00%−70−94.6%Reduced
Imprint Wealth LLC4$1.35K0.01%−8−66.7%Reduced
Crewe Advisors LLC4$1.35K0.00%00.0%Unchanged
Aspect Partners, LLC4$1.35K0.00%00.0%Unchanged
MV Capital Management, Inc.4$1.35K0.00%+1+33.3%Added
South State Corp.4$1.35K0.00%+4New
Signature Equity Partners, LLC4$1.42K0.00%+4New
Turning Point Benefit Group, Inc.5$1.68K0.00%+5New
DiNuzzo Private Wealth, Inc.5$1.69K0.00%−1−16.7%Reduced
Johnson Financial Group, Inc.5$1.69K0.00%+5New
Essential Partners LLC5$1.69K0.00%+5New
First Pacific Financial5$1.70K0.00%00.0%Unchanged
Private Wealth Management Group, LLC6$2.02K0.00%−6−50.0%Reduced
Annis Gardner Whiting Capital Advisors, LLC6$2.02K0.00%+1+20.0%Added
Hughes Financial Services, LLC6$2.02K0.00%+2+50.0%Added
CVA Family Office, LLC6$2.02K0.00%+5+500.0%Added
Zions Bancorporation, National Association6$2.02K0.00%+6New
Cornerstone Planning Group LLC6$2.31K0.00%+6New
Tucker Asset Management LLC7$2.36K0.00%+7New
LGT Financial Advisors LLC8$2.67K0.02%00.0%Unchanged
Transamerica Financial Advisors, Inc.8$2.70K0.00%−2−20.0%Reduced
Copia Wealth Management8$2.70K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC8$2.70K0.00%+4+100.0%Added
Hilton Head Capital Partners, LLC9$3.03K0.00%+9New
Walleye Trading LLC10$3.37K0.00%−142−93.4%Reduced
First Command Advisory Services, Inc.10$3.37K0.00%00.0%Unchanged
Sound Income Strategies, LLC9$3.43K0.00%+9New
Grove Bank & Trust11$3.71K0.00%00.0%Unchanged
Addison Advisors LLC11$3.71K0.00%−1−8.3%Reduced
Wolff Wiese Magana LLC11$3.71K0.00%00.0%Unchanged
Financial Consulate, Inc11$3.71K0.00%+11New
Leonteq Securities AG12$4.04K0.00%00.0%Unchanged
Sunbelt Securities, Inc.12$4.04K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC12$4.04K0.00%00.0%Unchanged
High Note Wealth, LLC14$4.72K0.00%+3+27.3%Added
TD Capital Management LLC14$4.87K0.00%00.0%Unchanged
Pingora Partners LLC15$5.05K0.00%00.0%Unchanged
Ancora Advisors, LLC15$5.05K0.00%00.0%Unchanged
Bell Investment Advisors, Inc15$5.05K0.00%−5−25.0%Reduced
Strategic Wealth Partners, Ltd.16$5.39K0.00%00.0%Unchanged
Wealth Preservation Advisors, LLC16$5.39K0.00%+12+300.0%Added
SHP Wealth Management17$5.73K0.00%+17New
Greykasell Wealth Strategies, Inc.18$6.07K0.00%00.0%Unchanged
McIlrath & Eck, LLC18$6.07K0.00%+18New
CBIZ Investment Advisory Services, LLC18$6.07K0.00%+18New
Noble Wealth Management PBC18$6.07K0.00%+18New
Smithfield Trust Co20$7.00K0.00%00.0%Unchanged
Atlantic Trust, LLC21$7.08K0.00%+11+110.0%Added
Advocate Investing Services LLC21$7.08K0.01%+21New
Wealth Watch Advisors, INC23$7.75K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.24$8.09K0.00%+24New
Meramec Financial Planners, LLC20$8.40K0.00%+20New
WPG Advisers, LLC25$8.42K0.01%−5−16.7%Reduced
Meeder Asset Management Inc25$8.42K0.00%+18+257.1%Added
Newbridge Financial Services Group, Inc.25$8.42K0.00%+25New
Quest 10 Wealth Builders, Inc.26$8.76K0.01%00.0%Unchanged
Harbour Investments, Inc.27$9.10K0.00%−42−60.9%Reduced
Versant Capital Management, Inc29$9.77K0.00%−21−42.0%Reduced
Winch Advisory Services, LLC30$10.0K0.00%00.0%Unchanged
Broadwater Capital Management LLC30$10.1K0.01%−20−40.0%Reduced
Geneos Wealth Management Inc.30$10.1K0.00%−9−23.1%Reduced
Bartlett & Co. Wealth Management LLC30$10.1K0.00%+10+50.0%Added
DAGCO, Inc.31$10.4K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc31$10.4K0.00%+2+6.9%Added
AdvisorNet Financial, Inc31$10.4K0.00%+2+6.9%Added
Oakworth Capital, Inc.34$11.5K0.00%+34New