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 |
|---|---|---|---|---|---|
| Danske Bank A/S | 15,437 | $5.20M | 0.01% | +580+3.9% | Added |
| Amalgamated Bank | 15,475 | $5.21M | 0.04% | −592−3.7% | Reduced |
| Tower Bridge Advisors | 15,812 | $5.33M | 0.54% | −58−0.4% | Reduced |
| Kensington Investment Counsel, LLC | 15,971 | $5.38M | 2.19% | −3,229−16.8% | Reduced |
| Royal London Asset Management Ltd | 15,999 | $5.39M | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 16,026 | $5.40M | 0.02% | +231+1.5% | Added |
| Ipswich Investment Management Co., Inc. | 16,720 | $5.63M | 1.30% | −142−0.8% | Reduced |
| Marks Group Wealth Management, Inc | 16,720 | $5.63M | 0.54% | −1,687−9.2% | Reduced |
| New York State Common Retirement Fund | 16,748 | $5.64M | 0.01% | 00.0% | Unchanged |
| River Road Asset Management, LLC | 16,907 | $5.70M | 0.06% | +8,076+91.5% | Added |
| The PNC Financial Services Group, Inc. | 17,058 | $5.75M | 0.00% | +2,372+16.2% | Added |
| MetLife Investment Management | 17,064 | $5.75M | 0.03% | −875−4.9% | Reduced |
| Naples Global Advisors, LLC | 17,349 | $5.85M | 0.44% | +1,372+8.6% | Added |
| Vision Capital Management, Inc. | 17,464 | $5.88M | 0.71% | −1,014−5.5% | Reduced |
| Motley Fool Wealth Management, LLC | 17,793 | $6.00M | 0.46% | −2,860−13.8% | Reduced |
| Janney Montgomery Scott LLC | 17,906 | $6.03M | 0.01% | −1,336−6.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 17,997 | $6.06M | 0.02% | +14,018+352.3% | Added |
| Numerai GP LLC | 18,008 | $6.07M | 0.73% | +15,539+629.4% | Added |
| Arcadia Investment Management Corp | 18,015 | $6.07M | 0.99% | +693+4.0% | Added |
| Southernsun Asset Management, LLC | 18,458 | $6.22M | 0.87% | +2,202+13.5% | Added |
| Manufacturers Life Insurance Company, The | 19,049 | $6.42M | 0.01% | −1,024−5.1% | Reduced |
| TD Asset Management Inc | 19,154 | $6.45M | 0.01% | +10,562+122.9% | Added |
| PFA Pension, Forsikringsaktieselskab | 19,031 | $6.53M | 0.02% | +19,031 | New |
| Advisors Capital Management, LLC | 20,141 | $6.79M | 0.08% | +1,098+5.8% | Added |
| BNP Paribas Arbitrage, SA | 20,306 | $6.84M | 0.00% | +6,440+46.4% | Added |
| Ascent Group, LLC | 20,362 | $6.86M | 0.23% | +18,827+1,226.5% | Added |
| FineMark National Bank & Trust | 20,823 | $7.02M | 0.22% | +4,199+25.3% | Added |
| DF Dent & Co Inc | 21,600 | $7.28M | 0.10% | −90.0% | Reduced |
| Anchor Investment Management, LLC | 21,804 | $7.35M | 0.60% | +3,538+19.4% | Added |
| Pictet Asset Management Holding SA | 21,807 | $7.35M | 0.01% | +1,382+6.8% | Added |
| State of Wisconsin Investment Board | 23,155 | $7.80M | 0.02% | +454+2.0% | Added |
| Taylor Securities Services, Inc. | 23,600 | $7.95M | 3.63% | +23,600 | New |
| Standard Life Aberdeen plc | 24,938 | $8.40M | 0.01% | +53+0.2% | Added |
| Stratos Wealth Partners, LTD. | 25,232 | $8.50M | 0.10% | +125+0.5% | Added |
| Korea Investment CORP | 26,033 | $8.77M | 0.02% | +8,648+49.7% | Added |
| Crown Oak Advisors, LLC | 26,721 | $9.00M | 4.27% | +2,800+11.7% | Added |
| Gotham Asset Management, LLC | 26,862 | $9.05M | 0.03% | +14,581+118.7% | Added |
| Aviva PLC | 27,927 | $9.41M | 0.02% | +1,757+6.7% | Added |
| Carnegie Capital Asset Management, LLC | 27,940 | $9.41M | 0.17% | −5,813−17.2% | Reduced |
| Millennium Management LLC | 28,355 | $9.55M | 0.01% | −24,083−45.9% | Reduced |
| BLI - Banque de Luxembourg Investments | 28,500 | $9.78M | 0.29% | −2,000−6.6% | Reduced |
| Prospera Financial Services Inc | 29,399 | $9.91M | 0.16% | +1,302+4.6% | Added |
| LPL Financial LLC | 29,793 | $10.0M | 0.00% | −2,106−6.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 29,845 | $10.1M | 0.08% | −1,546−4.9% | Reduced |
| Redmond Asset Management, LLC | 29,897 | $10.1M | 2.57% | +13,042+77.4% | Added |
| Storebrand Asset Management AS | 30,391 | $10.2M | 0.03% | −9,046−22.9% | Reduced |
| Franklin Resources Inc | 30,661 | $10.3M | 0.00% | −1,153−3.6% | Reduced |
| Wendell David Associates Inc | 31,389 | $10.6M | 1.07% | −694−2.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 31,652 | $10.7M | 0.03% | −973−3.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 31,728 | $10.7M | 0.08% | −1,114−3.4% | Reduced |
| Price T Rowe Associates Inc | 33,791 | $11.4M | 0.00% | +1,887+5.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 32,895 | $11.4M | 0.01% | −83−0.3% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 34,133 | $11.5M | 6.01% | +3,788+12.5% | Added |
| Covington Investment Advisors Inc. | 34,855 | $11.7M | 1.61% | +855+2.5% | Added |
| New York State Teachers Retirement System | 35,011 | $11.8M | 0.02% | −200−0.6% | Reduced |
| State Board of Administration of Florida Retirement System | 35,250 | $11.9M | 0.02% | −730−2.0% | Reduced |
| Truist Financial Corp | 35,629 | $12.0M | 0.02% | −2,179−5.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 31,126 | $12.0M | 0.11% | −2,443−7.3% | Reduced |
| Washington Trust Co | 36,096 | $12.2M | 0.40% | −1,113−3.0% | Reduced |
| SEI Investments Co | 36,751 | $12.4M | 0.01% | +1,048+2.9% | Added |
| Motley Fool Asset Management LLC | 36,786 | $12.4M | 0.48% | −1,574−4.1% | Reduced |
| LaFleur & Godfrey LLC | 36,999 | $12.5M | 1.51% | −1,420−3.7% | Reduced |
| Ameriprise Financial Inc | 37,463 | $12.6M | 0.00% | +2,488+7.1% | Added |
| Running Oak Capital LLC | 38,117 | $12.8M | 1.61% | −477−1.2% | Reduced |
| Bath Savings Trust Co | 38,488 | $13.0M | 1.29% | −502−1.3% | Reduced |
| Handelsbanken Fonder AB | 41,658 | $14.0M | 0.04% | −29,000−41.0% | Reduced |
| Grace & White Inc | 42,200 | $14.2M | 2.54% | +3,217+8.3% | Added |
| Williams Jones Wealth Management, LLC. | 44,911 | $15.1M | 0.17% | −87,793−66.2% | Reduced |
| Heartland Advisors Inc | 45,151 | $15.2M | 0.82% | +8,321+22.6% | Added |
| Federated Hermes, Inc. | 45,437 | $15.3M | 0.03% | +25,480+127.7% | Added |
| Comerica Bank | 45,756 | $15.4M | 0.06% | +12,190+36.3% | Added |
| Victory Capital Management Inc | 46,022 | $15.5M | 0.01% | +1,999+4.5% | Added |
| Pembroke Management, LTD | 46,803 | $15.8M | 1.63% | −23,379−33.3% | Reduced |
| Intech Investment Management LLC | 47,042 | $15.9M | 0.14% | +22,742+93.6% | Added |
| Alliancebernstein L.P. | 48,337 | $16.3M | 0.01% | +392+0.8% | Added |
| Great West Life Assurance Co | 50,912 | $17.2M | 0.03% | −86,530−63.0% | Reduced |
| Barclays PLC | 52,285 | $17.6M | 0.01% | −3,380−6.1% | Reduced |
| Swedbank AB | 52,345 | $17.6M | 0.02% | −32,047−38.0% | Reduced |
| Retirement Systems of Alabama | 54,061 | $18.2M | 0.06% | −285−0.5% | Reduced |
| Premier Fund Managers Ltd | 53,562 | $18.4M | 1.06% | −12,771−19.3% | Reduced |
| Amundi | 55,352 | $18.7M | 0.01% | +18,930+52.0% | Added |
| Dudley & Shanley, Inc. | 55,692 | $18.8M | 3.02% | +16,322+41.5% | Added |
| Russell Investments Group, Ltd. | 55,827 | $18.8M | 0.02% | +10,687+23.7% | Added |
| California State Teachers Retirement System | 56,240 | $19.0M | 0.02% | +1,034+1.9% | Added |
| DekaBank Deutsche Girozentrale | 38,869 | $19.1M | 0.04% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 56,976 | $19.2M | 0.03% | −5,708−9.1% | Reduced |
| Nordea Investment Management AB | 56,815 | $19.4M | 0.02% | −488−0.9% | Reduced |
| Capital International Inc | 58,462 | $19.7M | 0.15% | +40,182+219.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 58,932 | $19.9M | 0.05% | −51,228−46.5% | Reduced |
| California Public Employees Retirement System | 59,125 | $19.9M | 0.01% | +11,151+23.2% | Added |
| Fenimore Asset Management Inc | 60,859 | $20.5M | 0.43% | −9,842−13.9% | Reduced |
| Tudor Investment Corp Et Al | 61,054 | $20.6M | 0.11% | +52,974+655.6% | Added |
| Nuveen, LLC | 61,067 | $20.6M | 0.01% | −914−1.5% | Reduced |
| Citadel Advisors LLC | 61,757 | $20.8M | 0.01% | −45,439−42.4% | Reduced |
| D. E. Shaw & Co., Inc. | 62,727 | $21.1M | 0.02% | −43,357−40.9% | Reduced |
| Nomura Asset Management International Inc. | 63,493 | $21.4M | 0.03% | +63,493 | New |
| Deutsche Bank AG | 64,048 | $21.6M | 0.01% | −274−0.4% | Reduced |
| Capital Advisors Inc | 66,377 | $22.4M | 0.36% | +3,529+5.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 66,680 | $22.5M | 0.01% | −3,227−4.6% | Reduced |
| RMB Capital Management, LLC | 66,985 | $22.6M | 0.39% | −1,371−2.0% | Reduced |