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 |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 35 | $11.8K | 0.00% | −3−7.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 35 | $11.8K | 0.00% | +35 | New |
| Legacy Bridge, LLC | 40 | $13.5K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 40 | $13.5K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 41 | $13.8K | 0.00% | −9−18.0% | Reduced |
| West Branch Capital LLC | 41 | $13.8K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 42 | $14.2K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 43 | $14.5K | 0.00% | +4+10.3% | Added |
| FIL Ltd | 45 | $15.2K | 0.00% | −6−11.8% | Reduced |
| North Star Investment Management Corp. | 47 | $15.8K | 0.00% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 50 | $16.8K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 51 | $17.0K | 0.02% | +51 | New |
| Rossby Financial, LCC | 51 | $17.2K | 0.01% | +4+8.5% | Added |
| Wellington-Altus USA Inc. | 51 | $17.2K | 0.01% | +51 | New |
| IMG Wealth Management, Inc. | 52 | $17.5K | 0.01% | −2−3.7% | Reduced |
| Hartford Financial Management Inc. | 52 | $17.5K | 0.00% | −3−5.5% | Reduced |
| Raiffeisen Bank International AG | 54 | $18.5K | 0.00% | +22+68.8% | Added |
| TCTC Holdings, LLC | 56 | $18.9K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 59 | $19.9K | 0.00% | +2+3.5% | Added |
| First PREMIER Bank | 59 | $20.0K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 60 | $20.2K | 0.02% | +60 | New |
| Elyxium Wealth, LLC | 62 | $20.9K | 0.01% | +62 | New |
| Rialto Wealth Management, LLC | 65 | $21.9K | 0.01% | −1−1.5% | Reduced |
| Armstrong Advisory Group, Inc | 65 | $21.9K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 67 | $22.6K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 67 | $22.6K | 0.01% | +10+17.5% | Added |
| GoalVest Advisory LLC | 67 | $22.6K | 0.00% | +14+26.4% | Added |
| Lodestone Wealth Management LLC | 67 | $22.6K | 0.01% | +67 | New |
| St Germain D J Co Inc | 72 | $24.3K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 74 | $24.9K | 0.00% | +10+15.6% | Added |
| Salomon & Ludwin, LLC | 72 | $25.4K | 0.00% | +10+16.1% | Added |
| Chilton Capital Management LLC | 76 | $25.6K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 76 | $25.6K | 0.01% | +76 | New |
| SageView Advisory Group, LLC | 78 | $26.3K | 0.00% | +78 | New |
| Private Trust Co NA | 86 | $29.0K | 0.00% | −30−25.9% | Reduced |
| Bayban | 87 | $29.3K | 0.03% | +87 | New |
| Quest Partners LLC | 88 | $29.7K | 0.00% | −9−9.3% | Reduced |
| Flagship Harbor Advisors, LLC | 94 | $31.9K | 0.00% | −778−89.2% | Reduced |
| Bamco Inc | 103 | $34.7K | 0.00% | +103 | New |
| Golden State Wealth Management, LLC | 109 | $37.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 111 | $37.4K | 0.01% | +111 | New |
| Laurel Wealth Advisors LLC | 111 | $37.4K | 0.00% | +111 | New |
| Glen Eagle Advisors, LLC | 115 | $38.7K | 0.01% | −2−1.7% | Reduced |
| MTM Investment Management, LLC | 117 | $39.4K | 0.01% | −147−55.7% | Reduced |
| Resources Management Corp | 125 | $42.0K | 0.01% | 00.0% | Unchanged |
| Strategic Advocates LLC | 123 | $42.2K | 0.01% | −60−32.8% | Reduced |
| First Horizon Corp | 126 | $42.5K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 127 | $42.8K | 0.03% | −13−9.3% | Reduced |
| Commonwealth Retirement Investments LLC | 132 | $44.5K | 0.01% | +132 | New |
| Steigerwald, Gordon & Koch Inc. | 143 | $48.2K | 0.00% | +23+19.2% | Added |
| Creative Financial Designs Inc | 145 | $48.9K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 160 | $53.9K | 0.06% | −300−65.2% | Reduced |
| N.E.W. Advisory Services LLC | 160 | $53.9K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 165 | $55.6K | 0.03% | −10−5.7% | Reduced |
| Ostrum Asset Management | 170 | $57.3K | 0.00% | −55−24.4% | Reduced |
| Roble, Belko & Company, Inc | 171 | $58.0K | 0.01% | +171 | New |
| Clearstead Advisors, LLC | 174 | $58.6K | 0.00% | +54+45.0% | Added |
| Los Angeles Capital Management LLC | 166 | $59.5K | 0.00% | +166 | New |
| Whittier Trust Co of Nevada Inc | 194 | $69.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 212 | $71.6K | 0.00% | +22+11.6% | Added |
| MCF Advisors LLC | 214 | $72.1K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 231 | $77.8K | 0.01% | +15+6.9% | Added |
| Trust Co of Vermont | 240 | $80.9K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 251 | $84.6K | 0.00% | −227−47.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 256 | $86.3K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 260 | $87.6K | 0.00% | +79+43.6% | Added |
| Evermay Wealth Management LLC | 295 | $99.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 296 | $100.0K | 0.05% | +7+2.4% | Added |
| Root Financial Partners, LLC | 308 | $103.8K | 0.01% | −15−4.6% | Reduced |
| Ronald Blue Trust, Inc. | 315 | $106.1K | 0.00% | −235−42.7% | Reduced |
| Central Trust Co | 315 | $106.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 300 | $107.2K | 0.00% | −98−24.6% | Reduced |
| Financial Network Wealth Advisors LLC | 322 | $108.5K | 0.11% | −8−2.4% | Reduced |
| Colonial Trust Co | 327 | $110.1K | 0.01% | −70−17.6% | Reduced |
| Fideuram Asset Management (Ireland) dac | 295 | $117.7K | 0.01% | +295 | New |
| Y.D. More Investments Ltd | 350 | $117.9K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 408 | $137.5K | 0.01% | +408 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 420 | $141.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 421 | $141.9K | 0.00% | −67−13.7% | Reduced |
| Global Retirement Partners, LLC | 428 | $144.2K | 0.00% | +288+205.7% | Added |
| Smartleaf Asset Management LLC | 421 | $144.6K | 0.01% | −53−11.2% | Reduced |
| EverSource Wealth Advisors, LLC | 429 | $144.7K | 0.01% | −672−61.0% | Reduced |
| Bessemer Group Inc | 449 | $151.0K | 0.00% | −296−39.7% | Reduced |
| Hilltop National Bank | 454 | $153.0K | 0.04% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 472 | $159.2K | 0.00% | +472 | New |
| Sumitomo Life Insurance Co | 481 | $162.1K | 0.00% | −1,546−76.3% | Reduced |
| Siemens Fonds Invest GmbH | 479 | $164.3K | 0.01% | −436−47.7% | Reduced |
| Archer Investment Corp | 496 | $167.1K | 0.04% | +140+39.3% | Added |
| SRS Capital Advisors, Inc. | 502 | $169.1K | 0.00% | −372−42.6% | Reduced |
| Signaturefd, LLC | 511 | $172.3K | 0.00% | −55−9.7% | Reduced |
| National Bank of Canada | 551 | $185.4K | 0.00% | +287+108.7% | Added |
| Parkside Financial Bank & Trust | 554 | $186.6K | 0.01% | +9+1.7% | Added |
| Jump Financial, LLC | 596 | $200.8K | 0.00% | −4,806−89.0% | Reduced |
| Argonautica Private Wealth Management, Inc | 598 | $201.5K | 0.06% | +598 | New |
| Paradigm Asset Management Co LLC | 600 | $202.2K | 0.05% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 600 | $202.2K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 606 | $204.2K | 0.04% | +514+558.7% | Added |
| Pensionmark Financial Group, LLC | 608 | $204.9K | 0.00% | +87+16.7% | Added |
| FourThought Financial Partners, LLC | 610 | $205.4K | 0.02% | +2+0.3% | Added |
| Legacy Capital Wealth Partners, LLC | 614 | $207.0K | 0.04% | +614 | New |