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 |
|---|---|---|---|---|---|
| ICW Investment Advisors LLC | 1,106 | $372.7K | 0.14% | −37−3.2% | Reduced |
| Parsons Capital Management Inc | 1,113 | $375.0K | 0.02% | −585−34.5% | Reduced |
| Kestra Advisory Services, LLC | 1,118 | $376.9K | 0.00% | −453−28.8% | Reduced |
| Illinois Municipal Retirement Fund | 1,122 | $378.1K | 0.00% | −3,231−74.2% | Reduced |
| Prelude Capital Management, LLC | 1,128 | $380.1K | 0.03% | +1,128 | New |
| QRG Capital Management, Inc. | 1,144 | $385.5K | 0.00% | −139−10.8% | Reduced |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 1,154 | $388.8K | 0.32% | +1,154 | New |
| Mutual Advisors, LLC | 1,154 | $389.0K | 0.01% | +16+1.4% | Added |
| Teacher Retirement System of Texas | 1,155 | $389.2K | 0.00% | −3,415−74.7% | Reduced |
| Moneta Group Investment Advisors LLC | 1,160 | $391.0K | 0.00% | −49−4.1% | Reduced |
| Shelton Capital Management | 1,164 | $392.2K | 0.01% | −71−5.7% | Reduced |
| Modera Wealth Management, LLC | 1,165 | $392.5K | 0.00% | +1+0.1% | Added |
| Tred Avon Family Wealth, LLC | 1,174 | $395.6K | 0.13% | +5+0.4% | Added |
| Scientech Research LLC | 1,183 | $398.6K | 0.25% | +1,183 | New |
| Simplicity Wealth,LLC | 1,184 | $399.0K | 0.02% | +567+91.9% | Added |
| Tudor Financial Inc. | 1,195 | $402.7K | 0.21% | 00.0% | Unchanged |
| Freemont Management S.A. | 1,200 | $404.3K | 0.08% | +800+200.0% | Added |
| Omers Administration Corp | 1,219 | $410.7K | 0.00% | 00.0% | Unchanged |
| North Dakota State Investment Board | 1,225 | $412.8K | 0.02% | +1,225 | New |
| Verity & Verity, LLC | 1,230 | $414.3K | 0.03% | −55−4.3% | Reduced |
| Skopos Labs, Inc. | 1,200 | $418.6K | 0.02% | +1,200 | New |
| Impact Capital Partners LLC | 1,259 | $424.2K | 0.13% | −48−3.7% | Reduced |
| Everence Capital Management Inc | 1,270 | $428.0K | 0.03% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 1,274 | $429.3K | 0.00% | −23−1.8% | Reduced |
| LVW Advisors, LLC | 1,285 | $433.0K | 0.04% | −177−12.1% | Reduced |
| Venture Visionary Partners LLC | 1,268 | $433.0K | 0.01% | +1,268 | New |
| Fifth Third Wealth Advisors LLC | 1,302 | $438.7K | 0.02% | −8−0.6% | Reduced |
| E. Ohman J:or Asset Management AB | 1,305 | $439.7K | 0.01% | 00.0% | Unchanged |
| Perbak Capital Partners LLP | 1,312 | $442.1K | 0.13% | −2,182−62.4% | Reduced |
| Baker Avenue Asset Management, LP | 1,323 | $445.9K | 0.01% | −331−20.0% | Reduced |
| First Bank & Trust | 1,343 | $452.5K | 0.07% | +211+18.6% | Added |
| Diversify Wealth Management, LLC | 1,219 | $456.7K | 0.02% | −38−3.0% | Reduced |
| Macquarie Group Ltd | 1,384 | $466.3K | 0.00% | −64,737−97.9% | Reduced |
| Advocate Group LLC | 1,384 | $466.3K | 0.08% | 00.0% | Unchanged |
| Baader Bank INC | 1,384 | $466.3K | 0.04% | +1,384 | New |
| M&T Bank Corp | 1,395 | $469.9K | 0.00% | +410+41.6% | Added |
| Levin Capital Strategies, L.P. | 1,400 | $471.7K | 0.04% | −200−12.5% | Reduced |
| ProShare Advisors LLC | 1,401 | $472.1K | 0.00% | −84−5.7% | Reduced |
| Boothbay Fund Management, LLC | 1,426 | $480.5K | 0.01% | +659+85.9% | Added |
| Golden State Equity Partners | 1,461 | $492.3K | 0.08% | −317−17.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,481 | $499.0K | 0.02% | −10−0.7% | Reduced |
| Atomi Financial Group, Inc. | 1,486 | $500.7K | 0.01% | −246−14.2% | Reduced |
| Webster Bank, N. A. | 1,493 | $503.1K | 0.05% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 1,509 | $508.5K | 0.03% | −76−4.8% | Reduced |
| Prudential PLC | 1,511 | $509.1K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 1,513 | $509.8K | 0.38% | +189+14.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,516 | $510.8K | 0.05% | +33+2.2% | Added |
| Centennial Bank | 1,518 | $511.5K | 0.20% | 00.0% | Unchanged |
| LGT Group Foundation | 1,499 | $514.2K | 0.01% | −123−7.6% | Reduced |
| Rakuten Investment Management, Inc. | 1,479 | $516.2K | 0.00% | −8,460−85.1% | Reduced |
| Quantitative Investment Management, LLC | 1,543 | $519.0K | 0.05% | +1,543 | New |
| Northwestern Mutual Wealth Management Co | 1,551 | $522.7K | 0.00% | +656+73.3% | Added |
| Massachusetts Financial Services Co | 1,559 | $525.3K | 0.00% | +30+2.0% | Added |
| Allworth Financial LP | 1,575 | $530.6K | 0.00% | +1,196+315.6% | Added |
| FORA Capital, LLC | 1,584 | $533.7K | 0.06% | −2,272−58.9% | Reduced |
| Allianz Asset Management GmbH | 1,592 | $536.4K | 0.00% | −4,037−71.7% | Reduced |
| Fifth Third Bancorp | 1,595 | $537.4K | 0.00% | −130−7.5% | Reduced |
| HB Wealth Management, LLC | 1,597 | $538.3K | 0.00% | +87+5.8% | Added |
| NBC Securities, Inc. | 1,614 | $543.8K | 0.04% | +218+15.6% | Added |
| Drucker Wealth 3.0, LLC | 1,618 | $545.3K | 0.10% | +415+34.5% | Added |
| Beacon Pointe Advisors, LLC | 1,642 | $553.3K | 0.00% | −335−16.9% | Reduced |
| Adviser Investments LLC | 1,685 | $567.8K | 0.01% | +2+0.1% | Added |
| Sequoia Financial Advisors, LLC | 1,713 | $577.3K | 0.00% | +1,024+148.6% | Added |
| Federation des caisses Desjardins du Quebec | 1,734 | $584.3K | 0.00% | +615+55.0% | Added |
| Intrinsic Value Partners, LLC | 1,739 | $586.0K | 0.44% | +1,739 | New |
| Mount Yale Investment Advisors, LLC | 1,740 | $586.2K | 0.03% | +1,110+176.2% | Added |
| Alamea Verwaltungs GmbH | 1,527 | $590.1K | 0.40% | +257+20.2% | Added |
| Crossmark Global Holdings, Inc. | 1,770 | $596.4K | 0.01% | −221−11.1% | Reduced |
| TCI Wealth Advisors, Inc. | 1,785 | $601.5K | 0.03% | −6−0.3% | Reduced |
| MAI Capital Management | 1,788 | $602.4K | 0.00% | −1,255−41.2% | Reduced |
| Maryland State Retirement & Pension System | 1,819 | $612.9K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 1,849 | $623.1K | 0.01% | −274−12.9% | Reduced |
| Hilltop Holdings Inc. | 1,859 | $626.1K | 0.04% | +341+22.5% | Added |
| Norden Group LLC | 1,862 | $627.8K | 0.06% | −305−14.1% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 1,800 | $628.2K | 0.03% | +1,800 | New |
| Farther Finance Advisors, LLC | 1,884 | $634.9K | 0.01% | +169+9.9% | Added |
| Stock Yards Bank & Trust Co | 1,902 | $640.9K | 0.02% | −181−8.7% | Reduced |
| Gulf International Bank (UK) Ltd | 1,914 | $645.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,924 | $648.3K | 0.02% | −27−1.4% | Reduced |
| Commerce Bank | 1,962 | $661.1K | 0.00% | +218+12.5% | Added |
| Harvey Investment Co LLC | 1,990 | $671.0K | 0.07% | −975−32.9% | Reduced |
| Northbridge Financial Group, LLC | 2,033 | $684.9K | 0.31% | +2,033 | New |
| Old National Bancorp | 2,046 | $689.4K | 0.01% | −562−21.5% | Reduced |
| Sterling Capital Management LLC | 2,063 | $695.1K | 0.01% | −89−4.1% | Reduced |
| Capital Analysts, LLC | 2,099 | $707.0K | 0.02% | −172−7.6% | Reduced |
| Wealth Alliance | 2,120 | $714.5K | 0.07% | +115+5.7% | Added |
| Cox Capital Mgt LLC | 1,925 | $721.0K | 0.45% | −275−12.5% | Reduced |
| Gsa Capital Partners LLP | 2,163 | $729.0K | 0.06% | +2,163 | New |
| Trueblood Wealth Management, LLC | 2,204 | $742.6K | 0.29% | −1,000−31.2% | Reduced |
| Financial Advisory Service, Inc. | 2,206 | $743.3K | 0.05% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 2,223 | $749.8K | 0.00% | +800+56.2% | Added |
| CIBC Asset Management Inc | 2,230 | $751.4K | 0.00% | −32−1.4% | Reduced |
| Blalock Williams, LLC | 2,247 | $757.1K | 0.61% | +2,247 | New |
| Jones Financial Companies LLLP | 2,253 | $759.1K | 0.00% | −406−15.3% | Reduced |
| We Are One Seven, LLC | 2,257 | $760.6K | 0.02% | −244−9.8% | Reduced |
| Crawford Investment Counsel Inc | 2,263 | $762.4K | 0.01% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 2,294 | $772.9K | 0.25% | +823+55.9% | Added |
| Oak Thistle LLC | 2,320 | $781.7K | 0.11% | +2,320 | New |
| Elevated Capital Advisors, LLC | 2,328 | $784.5K | 0.18% | +325+16.2% | Added |
| Abn Amro Investment Solutions | 2,339 | $788.1K | 0.01% | +2,339 | New |