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 |
|---|---|---|---|---|---|
| Utah Retirement Systems | 5,709 | $1.92M | 0.02% | 00.0% | Unchanged |
| Regions Financial Corp | 6,027 | $2.03M | 0.01% | −310−4.9% | Reduced |
| Man Group plc | 6,047 | $2.04M | 0.00% | −4,662−43.5% | Reduced |
| Swiss Life Asset Management Ltd | 6,071 | $2.05M | 0.01% | +154+2.6% | Added |
| Alliance Wealth Advisors, LLC | 6,101 | $2.06M | 0.45% | −3,087−33.6% | Reduced |
| Appleton Partners Inc | 6,124 | $2.06M | 0.14% | −592−8.8% | Reduced |
| British Columbia Investment Management Corp | 6,181 | $2.08M | 0.01% | +1,167+23.3% | Added |
| Jefferies Financial Group Inc. | 6,188 | $2.09M | 0.02% | +6,188 | New |
| Voya Investment Management LLC | 6,391 | $2.15M | 0.00% | −1,200−15.8% | Reduced |
| Ameritas Investment Partners, Inc. | 6,400 | $2.16M | 0.07% | −143−2.2% | Reduced |
| Regents Gate Capital LLP | 6,430 | $2.17M | 0.69% | +6,430 | New |
| Sanctuary Advisors, LLC | 6,461 | $2.18M | 0.01% | −138−2.1% | Reduced |
| Verition Fund Management LLC | 6,493 | $2.19M | 0.01% | +443+7.3% | Added |
| Freedom Day Solutions, LLC | 6,523 | $2.20M | 0.60% | −279−4.1% | Reduced |
| Advisor Group Holdings, Inc. | 6,522 | $2.20M | 0.00% | −2,938−31.1% | Reduced |
| Van Eck Associates Corp | 6,568 | $2.21M | 0.00% | +429+7.0% | Added |
| Occudo Quantitative Strategies LP | 6,669 | $2.25M | 0.15% | +3,109+87.3% | Added |
| Rockefeller Capital Management L.P. | 6,686 | $2.25M | 0.00% | −13,455−66.8% | Reduced |
| Advisors Asset Management, Inc. | 6,705 | $2.26M | 0.04% | +1,610+31.6% | Added |
| Oregon Public Employees Retirement Fund | 6,915 | $2.33M | 0.03% | −80−1.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 6,931 | $2.34M | 0.01% | −3,346−32.6% | Reduced |
| Cerity Partners LLC | 6,939 | $2.34M | 0.00% | +654+10.4% | Added |
| CIBC World Markets Inc. | 7,116 | $2.40M | 0.00% | +1,330+23.0% | Added |
| New Mexico Educational Retirement Board | 7,118 | $2.40M | 0.07% | 00.0% | Unchanged |
| Delta Global Management LP | 7,177 | $2.42M | 0.18% | +769+12.0% | Added |
| Applied Capital LLC | 7,406 | $2.50M | 1.71% | +413+5.9% | Added |
| Middleton & Co Inc | 7,510 | $2.53M | 0.27% | −115−1.5% | Reduced |
| Atria Investments LLC | 7,527 | $2.54M | 0.03% | −886−10.5% | Reduced |
| Prospect Capital Advisors, LLC | 7,810 | $2.63M | 1.36% | −5,200−40.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,814 | $2.63M | 0.03% | +34+0.4% | Added |
| Thrivent Financial for Lutherans | 7,864 | $2.65M | 0.00% | −16,777−68.1% | Reduced |
| Nicola Wealth Management Ltd. | 8,000 | $2.70M | 0.25% | −9,000−52.9% | Reduced |
| Credit Agricole S A | 8,104 | $2.73M | 0.01% | +6,740+494.1% | Added |
| Brinker Capital Investments, LLC | 8,135 | $2.74M | 0.02% | +287+3.7% | Added |
| Quantbot Technologies LP | 8,167 | $2.75M | 0.09% | −5,472−40.1% | Reduced |
| State of Michigan Retirement System | 8,283 | $2.79M | 0.01% | 00.0% | Unchanged |
| Colony Group, LLC | 8,479 | $2.86M | 0.00% | −164−1.9% | Reduced |
| Prosperity Consulting Group, LLC | 8,561 | $2.88M | 0.13% | −994−10.4% | Reduced |
| Forsta Ap-Fonden | 8,600 | $2.90M | 0.02% | +600+7.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,739 | $2.94M | 0.01% | −219−2.4% | Reduced |
| Creative Planning | 8,804 | $2.97M | 0.00% | +2,363+36.7% | Added |
| Canal Capital Management, LLC | 8,991 | $3.03M | 0.43% | +1,104+14.0% | Added |
| Agf Management Ltd | 9,276 | $3.13M | 0.01% | +9,276 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 9,359 | $3.15M | 0.03% | −960−9.3% | Reduced |
| Centaurus Financial, Inc. | 9,434 | $3.18M | 0.15% | +438+4.9% | Added |
| Arizona State Retirement System | 9,574 | $3.23M | 0.02% | −688−6.7% | Reduced |
| Oppenheimer & Co Inc | 9,604 | $3.24M | 0.05% | −908−8.6% | Reduced |
| DnB Asset Management AS | 9,631 | $3.25M | 0.01% | +72+0.8% | Added |
| Ironvine Capital Partners, LLC | 9,646 | $3.25M | 0.33% | −163−1.7% | Reduced |
| D.A. Davidson & Co. | 9,652 | $3.25M | 0.02% | −98−1.0% | Reduced |
| Oppenheimer Asset Management Inc. | 9,653 | $3.25M | 0.04% | −10,179−51.3% | Reduced |
| Louisiana State Employees Retirement System | 9,700 | $3.27M | 0.06% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 9,645 | $3.28M | 0.01% | +1,794+22.9% | Added |
| SummitTX Capital, L.P. | 9,756 | $3.29M | 0.10% | −1,065−9.8% | Reduced |
| Pathstone Holdings, LLC | 9,758 | $3.29M | 0.01% | +104+1.1% | Added |
| XTX Topco Ltd | 10,091 | $3.40M | 0.09% | −1,624−13.9% | Reduced |
| Monte Financial Group, LLC | 10,130 | $3.41M | 1.27% | −129−1.3% | Reduced |
| Buckhead Capital Management LLC | 10,377 | $3.50M | 1.25% | −360−3.4% | Reduced |
| Avanza Fonder AB | 10,402 | $3.50M | 0.09% | +6,516+167.7% | Added |
| HSBC Holdings PLC | 10,481 | $3.54M | 0.00% | −15,676−59.9% | Reduced |
| HighTower Advisors, LLC | 10,516 | $3.54M | 0.00% | −1,382−11.6% | Reduced |
| Cetera Investment Advisers | 10,546 | $3.55M | 0.00% | −906−7.9% | Reduced |
| Entropy Technologies, LP | 10,552 | $3.56M | 0.19% | +4,356+70.3% | Added |
| Nomura Asset Management Co Ltd | 10,555 | $3.56M | 0.01% | −2,328−18.1% | Reduced |
| SG Americas Securities, LLC | 10,617 | $3.58M | 0.00% | +58+0.5% | Added |
| NewEdge Wealth, LLC | 10,650 | $3.59M | 0.04% | −778−6.8% | Reduced |
| Guggenheim Capital LLC | 10,688 | $3.60M | 0.03% | +597+5.9% | Added |
| Bank of Montreal | 10,948 | $3.69M | 0.00% | +483+4.6% | Added |
| Resona Asset Management Co.,Ltd. | 10,989 | $3.72M | 0.02% | −200−1.8% | Reduced |
| CIBC Private Wealth Group, LLC | 11,246 | $3.79M | 0.01% | −563−4.8% | Reduced |
| American Century Companies Inc | 11,268 | $3.80M | 0.00% | −378−3.2% | Reduced |
| Public Employees Retirement System of Ohio | 11,301 | $3.81M | 0.01% | −1,383−10.9% | Reduced |
| US Bancorp | 11,321 | $3.82M | 0.00% | −350−3.0% | Reduced |
| Gateway Investment Advisers LLC | 11,446 | $3.86M | 0.04% | +11,446 | New |
| State of New Jersey Common Pension Fund D | 11,516 | $3.88M | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 11,709 | $3.95M | 0.02% | −1,150−8.9% | Reduced |
| First Trust Advisors LP | 12,004 | $4.04M | 0.00% | −92,343−88.5% | Reduced |
| Trexquant Investment LP | 12,236 | $4.12M | 0.04% | +12,236 | New |
| Vestmark Advisory Solutions, Inc. | 12,300 | $4.14M | 0.06% | +506+4.3% | Added |
| Alerus Financial NA | 12,383 | $4.17M | 0.20% | +1,494+13.7% | Added |
| KLP Kapitalforvaltning AS | 12,400 | $4.18M | 0.02% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 11,230 | $4.23M | 0.05% | −147−1.3% | Reduced |
| Commonwealth Equity Services, LLC | 12,708 | $4.28M | 0.01% | −273−2.1% | Reduced |
| Hamilton Point Investment Advisors, LLC | 12,996 | $4.38M | 0.67% | −75−0.6% | Reduced |
| Fiduciary Trust Co | 13,007 | $4.38M | 0.05% | −104−0.8% | Reduced |
| Mn Services Vermogensbeheer B.V. | 13,175 | $4.44M | 0.03% | +175+1.3% | Added |
| Asset Management One Co.,Ltd. | 12,887 | $4.50M | 0.01% | +130+1.0% | Added |
| United Capital Financial Advisers, LLC | 13,349 | $4.50M | 0.03% | −2,115−13.7% | Reduced |
| State of Tennessee, Treasury Department | 11,734 | $4.53M | 0.01% | −1,199−9.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,619 | $4.59M | 0.01% | −703−4.9% | Reduced |
| Princeton Global Asset Management LLC | 14,150 | $4.77M | 0.77% | −4,996−26.1% | Reduced |
| Marsico Capital Management LLC | 14,415 | $4.86M | 0.14% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 14,425 | $4.86M | 0.01% | −71−0.5% | Reduced |
| Mutual of America Capital Management LLC | 14,535 | $4.90M | 0.05% | −1,584−9.8% | Reduced |
| Treasurer of the State of North Carolina | 14,586 | $4.92M | 0.02% | −1,059−6.8% | Reduced |
| Aquatic Capital Management LLC | 14,726 | $4.96M | 0.14% | +7,134+94.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,915 | $4.97M | 0.01% | −2,071−13.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 14,784 | $4.98M | 0.04% | −614−4.0% | Reduced |
| AQR Capital Management LLC | 14,951 | $5.04M | 0.00% | +5,929+65.7% | Added |
| Ensign Peak Advisors, Inc | 15,152 | $5.11M | 0.01% | +7,550+99.3% | Added |