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 |
|---|---|---|---|---|---|
| Portside Wealth Group, LLC | 2,339 | $788.2K | 0.11% | −746−24.2% | Reduced |
| Prudential Financial Inc | 2,299 | $788.7K | 0.00% | −1,342−36.9% | Reduced |
| Bridges Investment Management Inc | 2,372 | $799.2K | 0.01% | −2,502−51.3% | Reduced |
| Allstate Corp | 2,383 | $803.0K | 0.01% | +1,089+84.2% | Added |
| Cranbrook Wealth Management, LLC | 2,391 | $805.6K | 0.16% | +507+26.9% | Added |
| Caxton Associates LLP | 2,406 | $810.7K | 0.02% | +2,406 | New |
| CoreCap Advisors, LLC | 2,410 | $812.1K | 0.03% | −403−14.3% | Reduced |
| Havemeyer Place LP | 2,434 | $820.1K | 0.16% | +2,434 | New |
| Triad Investment Management | 2,445 | $823.8K | 0.83% | +2,445 | New |
| MML Investors Services, LLC | 2,451 | $825.9K | 0.00% | −533−17.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,470 | $832.2K | 0.04% | −220−8.2% | Reduced |
| Brown Advisory Inc | 2,482 | $836.2K | 0.00% | −390−13.6% | Reduced |
| Knollwood Investment Advisory, LLC | 2,523 | $850.1K | 0.08% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,533 | $853.3K | 0.00% | −40−1.6% | Reduced |
| Charter Oak Capital Management, LLC | 2,550 | $859.2K | 0.07% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 2,575 | $867.7K | 0.06% | +6+0.2% | Added |
| First Citizens Bank & Trust Co | 2,576 | $868.0K | 0.02% | −28−1.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,581 | $869.7K | 0.03% | −497−16.1% | Reduced |
| Change Path, LLC | 2,594 | $873.9K | 0.02% | +5+0.2% | Added |
| Securian Asset Management, Inc | 2,606 | $878.1K | 0.03% | 00.0% | Unchanged |
| Cynosure Management, LLC | 2,632 | $886.9K | 0.09% | +1,818+223.3% | Added |
| SlateStone Wealth, LLC | 2,641 | $890.0K | 0.07% | +99+3.9% | Added |
| Equitable Trust Co | 2,654 | $894.3K | 0.04% | +252+10.5% | Added |
| Capital International Sarl | 2,709 | $912.8K | 0.01% | +1,019+60.3% | Added |
| Eastern Bank | 2,729 | $919.5K | 0.02% | +84+3.2% | Added |
| Ethic Inc. | 2,819 | $949.8K | 0.01% | −485−14.7% | Reduced |
| Carderock Capital Management Inc | 2,822 | $950.9K | 0.23% | −11,677−80.5% | Reduced |
| National Pension Service | 2,982 | $1.00M | 0.00% | +1,437+93.0% | Added |
| Investment Management Corp of Ontario | 2,985 | $1.01M | 0.01% | +1,282+75.3% | Added |
| Chicago Capital, LLC | 3,007 | $1.01M | 0.03% | +76+2.6% | Added |
| Access Financial Services, Inc. | 3,013 | $1.02M | 0.37% | −511−14.5% | Reduced |
| Umb Bank N A | 3,017 | $1.02M | 0.01% | −822−21.4% | Reduced |
| Bradley Foster & Sargent Inc | 3,026 | $1.02M | 0.01% | −8,009−72.6% | Reduced |
| Citizens Financial Group Inc | 3,078 | $1.04M | 0.01% | −493−13.8% | Reduced |
| GHP Investment Advisors, Inc. | 3,090 | $1.04M | 0.04% | −472−13.3% | Reduced |
| Toroso Investments, LLC | 3,159 | $1.06M | 0.00% | +2,147+212.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,160 | $1.06M | 0.04% | −154−4.6% | Reduced |
| Concurrent Investment Advisors, LLC | 3,177 | $1.07M | 0.01% | +1,037+48.5% | Added |
| Mercer Global Advisors Inc | 3,182 | $1.07M | 0.00% | −134−4.0% | Reduced |
| Chicago Trust Co NA | 3,196 | $1.08M | 0.17% | −40−1.2% | Reduced |
| Davidson Kahn Capital Management, LLC | 3,198 | $1.08M | 0.56% | +180+6.0% | Added |
| Mattern Capital Management, LLC | 3,225 | $1.09M | 0.13% | +1,073+49.9% | Added |
| Alpha Omega Wealth Management LLC | 3,403 | $1.15M | 0.19% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 3,412 | $1.15M | 0.00% | −296−8.0% | Reduced |
| Atlantic Union Bankshares Corp | 3,458 | $1.17M | 0.02% | +16+0.5% | Added |
| State of Alaska, Department of Revenue | 3,467 | $1.17M | 0.01% | −350−9.2% | Reduced |
| Inceptionr LLC | 3,486 | $1.17M | 0.33% | +3,486 | New |
| Annandale Capital, LLC | 3,488 | $1.18M | 0.19% | −621−15.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,512 | $1.18M | 0.03% | −4,438−55.8% | Reduced |
| Belpointe Asset Management LLC | 3,522 | $1.19M | 0.04% | +183+5.5% | Added |
| Jane Street Group, LLC | 3,563 | $1.20M | 0.00% | +2,900+437.4% | Added |
| Public Employees Retirement Association of Colorado | 3,605 | $1.22M | 0.00% | −23,361−86.6% | Reduced |
| RSM US Wealth Management LLC | 3,543 | $1.22M | 0.02% | −857−19.5% | Reduced |
| Lee Financial Co | 3,665 | $1.23M | 0.17% | −463−11.2% | Reduced |
| TD Private Client Wealth LLC | 3,692 | $1.24M | 0.03% | −332−8.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 3,696 | $1.25M | 0.01% | −11,193−75.2% | Reduced |
| Bank of Nova Scotia | 3,699 | $1.25M | 0.00% | +1,829+97.8% | Added |
| Alberta Investment Management Corp | 3,700 | $1.25M | 0.01% | −3,300−47.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,713 | $1.25M | 0.00% | −257−6.5% | Reduced |
| Capital Investment Advisory Services, LLC | 3,735 | $1.26M | 0.09% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 3,736 | $1.26M | 0.00% | −36−1.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 3,775 | $1.27M | 0.06% | +3,775 | New |
| Graham Capital Management, L.P. | 3,969 | $1.34M | 0.05% | +3,338+529.0% | Added |
| Voleon Capital Management LP | 3,979 | $1.34M | 0.03% | +3,979 | New |
| Bokf, NA | 3,981 | $1.34M | 0.02% | −2,722−40.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 3,948 | $1.35M | 0.00% | +3,948 | New |
| Cambridge Investment Research Advisors, Inc. | 4,106 | $1.38M | 0.00% | +574+16.3% | Added |
| Quadrant Capital Group LLC | 4,137 | $1.39M | 0.04% | +3,499+548.4% | Added |
| JustInvest LLC | 4,181 | $1.41M | 0.01% | +360+9.4% | Added |
| Pacer Advisors, Inc. | 4,184 | $1.41M | 0.00% | −490−10.5% | Reduced |
| Birch Capital Management, LLC | 4,199 | $1.41M | 0.71% | +443+11.8% | Added |
| Taylor Frigon Capital Management LLC | 4,231 | $1.43M | 0.72% | +316+8.1% | Added |
| Intrepid Capital Management Inc | 4,254 | $1.43M | 0.55% | −12−0.3% | Reduced |
| Virtu Financial LLC | 4,264 | $1.44M | 0.06% | +4,264 | New |
| OP Asset Management Ltd | 4,283 | $1.44M | 0.02% | +344+8.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,276 | $1.45M | 0.00% | +2,310+117.5% | Added |
| WCM Investment Management, LLC | 4,250 | $1.46M | 0.00% | −3,276−43.5% | Reduced |
| Summit Trail Advisors, LLC | 4,350 | $1.47M | 0.03% | +335+8.3% | Added |
| Univest Financial Corp | 4,361 | $1.47M | 0.08% | −647−12.9% | Reduced |
| Hunter Associates Investment Management LLC | 4,465 | $1.51M | 0.20% | −80−1.8% | Reduced |
| Mirabaud Asset Management Ltd | 3,197 | $1.51M | 0.72% | −67−2.1% | Reduced |
| Squarepoint Ops LLC | 4,497 | $1.52M | 0.00% | −293−6.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,513 | $1.52M | 0.01% | −333−6.9% | Reduced |
| Northwest & Ethical Investments L.P. | 4,555 | $1.53M | 0.03% | +121+2.7% | Added |
| Landscape Capital Management, L.L.C. | 4,556 | $1.54M | 0.10% | +4,556 | New |
| Nissay Asset Management Corp | 4,608 | $1.55M | 0.01% | +96+2.1% | Added |
| KBC Group NV | 4,674 | $1.57M | 0.00% | −42−0.9% | Reduced |
| RFG Advisory, LLC | 4,814 | $1.62M | 0.03% | +126+2.7% | Added |
| 2Xideas AG | 4,837 | $1.63M | 0.46% | +4,837 | New |
| CWM Advisors, LLC | 4,907 | $1.65M | 0.15% | +295+6.4% | Added |
| CIBC World Markets Corp | 4,911 | $1.65M | 0.01% | +4,911 | New |
| Barbara Oil Co. | 5,000 | $1.68M | 0.63% | 00.0% | Unchanged |
| Argent Trust Co | 5,066 | $1.71M | 0.06% | −703−12.2% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 5,145 | $1.73M | 0.36% | +5,145 | New |
| Coldstream Capital Management Inc | 5,198 | $1.75M | 0.02% | −434−7.7% | Reduced |
| Xponance, Inc. | 5,442 | $1.83M | 0.01% | −631−10.4% | Reduced |
| Callan Family Office, LLC | 5,454 | $1.84M | 0.04% | +4,286+367.0% | Added |
| Weiss Asset Management LP | 5,519 | $1.86M | 0.03% | +5,519 | New |
| Level Four Advisory Services, LLC | 5,593 | $1.88M | 0.06% | +137+2.5% | Added |
| Toronto Dominion Bank | 5,600 | $1.89M | 0.00% | −85−1.5% | Reduced |