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 |
|---|---|---|---|---|---|
| Geneva Capital Management LLC | 67,519 | $22.8M | 0.43% | +2,298+3.5% | Added |
| Riverbridge Partners LLC | 69,410 | $23.4M | 0.44% | −16,939−19.6% | Reduced |
| Baskin Financial Services Inc. | 70,562 | $23.8M | 1.79% | −627−0.9% | Reduced |
| HRT Financial LP | 70,744 | $23.8M | 0.08% | +60,700+604.3% | Added |
| Alps Advisors Inc | 70,772 | $23.8M | 0.14% | +70,772 | New |
| Principal Financial Group Inc | 77,763 | $26.2M | 0.01% | −3,043−3.8% | Reduced |
| Invesco Ltd. | 78,336 | $26.4M | 0.00% | +4,863+6.6% | Added |
| Wilkinson Global Asset Management LLC | 78,925 | $26.6M | 1.82% | −2,758−3.4% | Reduced |
| Howland Capital Management LLC | 83,861 | $28.3M | 1.07% | −7,251−8.0% | Reduced |
| Anchor Capital Advisors LLC | 85,392 | $28.8M | 0.83% | +6,425+8.1% | Added |
| Dearborn Partners LLC | 94,731 | $31.9M | 1.59% | −3,204−3.3% | Reduced |
| Swiss National Bank | 95,644 | $32.2M | 0.02% | −5,000−5.0% | Reduced |
| Legal & General Group Plc | 100,452 | $33.8M | 0.01% | −8,236−7.6% | Reduced |
| Rhumbline Advisers | 103,364 | $34.8M | 0.03% | +324+0.3% | Added |
| Stifel Financial Corp | 103,504 | $34.9M | 0.03% | −9,317−8.3% | Reduced |
| Baird Financial Group, Inc. | 109,609 | $36.9M | 0.06% | +4,073+3.9% | Added |
| Donaldson Capital Management, LLC | 109,931 | $37.0M | 1.18% | −14,858−11.9% | Reduced |
| GW&K Investment Management, LLC | 110,221 | $37.1M | 0.32% | −992−0.9% | Reduced |
| Employees Retirement System of Texas | 112,601 | $37.9M | 0.31% | +106,883+1,869.2% | Added |
| Kames Capital plc | 114,004 | $38.4M | 0.46% | −7,187−5.9% | Reduced |
| Conestoga Capital Advisors, LLC | 115,568 | $38.9M | 0.66% | +21,119+22.4% | Added |
| King Luther Capital Management Corp | 116,986 | $39.4M | 0.16% | −15,696−11.8% | Reduced |
| Voloridge Investment Management, LLC | 120,497 | $40.6M | 0.14% | +56,898+89.5% | Added |
| Citigroup Inc | 125,098 | $42.2M | 0.03% | +95,560+323.5% | Added |
| UBS Asset Management Americas Inc | 128,578 | $43.3M | 0.01% | −466−0.4% | Reduced |
| Epoch Investment Partners, Inc. | 135,131 | $45.5M | 0.26% | +103,589+328.4% | Added |
| Royal Bank of Canada | 137,656 | $46.4M | 0.01% | −91,155−39.8% | Reduced |
| Benjamin Edwards Inc | 145,131 | $48.9M | 0.54% | −1,402−1.0% | Reduced |
| CI Private Wealth, LLC | 145,405 | $49.0M | 0.07% | −10,648−6.8% | Reduced |
| Wellington Management Group LLP | 149,006 | $50.2M | 0.01% | −37,970−20.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 152,445 | $51.4M | 0.20% | +36,103+31.0% | Added |
| Vantage Investment Partners, LLC | 166,172 | $56.0M | 3.74% | +68,442+70.0% | Added |
| Schwartz Investment Counsel Inc | 167,185 | $56.3M | 1.97% | +47,185+39.3% | Added |
| UBS Group AG | 186,875 | $63.0M | 0.01% | +72,977+64.1% | Added |
| Welch & Forbes LLC | 210,718 | $71.0M | 0.86% | −2,513−1.2% | Reduced |
| Bank of America Corp | 213,603 | $72.0M | 0.01% | +62,992+41.8% | Added |
| JPMorgan Chase & Co | 214,802 | $72.4M | 0.00% | −100,823−31.9% | Reduced |
| Envestnet Asset Management Inc | 218,586 | $73.7M | 0.02% | −58,164−21.0% | Reduced |
| Dimensional Fund Advisors LP | 225,247 | $75.9M | 0.02% | −2,066−0.9% | Reduced |
| Brown Brothers Harriman & Co | 230,992 | $77.8M | 0.42% | +31,256+15.6% | Added |
| Caledonia Investments PLC | 232,927 | $78.5M | 8.70% | +13,500+6.2% | Added |
| Two Sigma Advisers, LP | 234,580 | $79.0M | 0.15% | +174,880+292.9% | Added |
| Bank of New York Mellon Corp | 254,200 | $85.7M | 0.02% | −51,890−17.0% | Reduced |
| Bahl & Gaynor Inc | 260,786 | $87.9M | 0.44% | +2,501+1.0% | Added |
| Goldman Sachs Group Inc | 304,763 | $102.7M | 0.01% | −32,822−9.7% | Reduced |
| Renaissance Technologies LLC | 305,280 | $102.9M | 0.16% | +167,080+120.9% | Added |
| Northern Trust Corp | 319,162 | $107.5M | 0.01% | −9,634−2.9% | Reduced |
| Norges Bank | 328,989 | $110.9M | 0.01% | +328,989 | New |
| Hamlin Capital Management, LLC | 340,322 | $114.7M | 2.75% | −65,158−16.1% | Reduced |
| Neuberger Berman Group LLC | 382,845 | $129.0M | 0.10% | −99,262−20.6% | Reduced |
| Raymond James Financial Inc | 393,870 | $132.7M | 0.04% | −15,698−3.8% | Reduced |
| Captrust Financial Advisors | 396,514 | $133.6M | 0.25% | +6,034+1.5% | Added |
| Two Sigma Investments, LP | 404,803 | $136.4M | 0.20% | +231,725+133.9% | Added |
| Wells Fargo & Company | 426,355 | $143.7M | 0.03% | −26,257−5.8% | Reduced |
| Capital World Investors | 434,018 | $146.2M | 0.02% | −200,000−31.5% | Reduced |
| Davenport & Co LLC | 470,177 | $159.3M | 0.86% | +113,333+31.8% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 577,669 | $194.6M | 1.55% | +12,500+2.2% | Added |
| Geode Capital Management, LLC | 638,014 | $214.4M | 0.01% | +5,176+0.8% | Added |
| Blair William & Co | 675,440 | $227.6M | 0.61% | −124,516−15.6% | Reduced |
| Morgan Stanley | 824,866 | $277.9M | 0.02% | +211,924+34.6% | Added |
| Baillie Gifford & Co | 917,492 | $309.1M | 0.26% | −26,594−2.8% | Reduced |
| State Street Corp | 1,240,636 | $418.0M | 0.01% | +2,515+0.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,406,884 | $474.0M | 1.27% | −139,520−9.0% | Reduced |
| Charles Schwab Investment Management Inc | 1,559,965 | $525.6M | 0.08% | +46,799+3.1% | Added |
| FMR LLC | 1,966,899 | $662.7M | 0.03% | −1,034,964−34.5% | Reduced |
| Vanguard Group Inc | 3,523,522 | $1.19B | 0.02% | −27,546−0.8% | Reduced |
| BlackRock, Inc. | 3,685,280 | $1.24B | 0.02% | −57,207−1.5% | Reduced |
| Capital International Investors | 4,642,893 | $1.56B | 0.25% | +2,356,998+103.1% | Added |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −99,389−100.0% | Sold out |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −71,917−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −66,395−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −61,500−100.0% | Sold out |
| EULAV Asset Management | 0 | $0 | 0.00% | −55,900−100.0% | Sold out |
| Broad Bay Capital Management, LP | 0 | $0 | 0.00% | −50,940−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −42,586−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −40,097−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −35,188−100.0% | Sold out |
| Buck Wealth Strategies, LLC | 0 | $0 | 0.00% | −22,655−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −17,230−100.0% | Sold out |
| Nicholas Company, Inc. | 0 | $0 | 0.00% | −14,018−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −13,508−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −9,918−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −6,999−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −5,509−100.0% | Sold out |
| Campbell Capital Management Inc | 0 | $0 | 0.00% | −3,850−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −3,675−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −3,062−100.0% | Sold out |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −2,576−100.0% | Sold out |
| Generali Asset Management SPA SGR | 0 | $0 | 0.00% | −2,548−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −2,493−100.0% | Sold out |
| Roundview Capital LLC | 0 | $0 | 0.00% | −2,346−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −1,967−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −1,834−100.0% | Sold out |
| Endeavor Private Wealth, Inc. | 0 | $0 | 0.00% | −1,655−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −1,771−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −1,589−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −1,521−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −1,404−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −1,361−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −1,317−100.0% | Sold out |