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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.

Institutional holdersQ4 2025: 768 institutions
Q1 2021: 464 institutionsQ2 2021: 475 institutionsQ3 2021: 478 institutionsQ4 2021: 521 institutionsQ1 2022: 495 institutionsQ2 2022: 516 institutionsQ3 2022: 538 institutionsQ4 2022: 568 institutionsQ1 2023: 615 institutionsQ2 2023: 677 institutionsQ3 2023: 683 institutionsQ4 2023: 727 institutionsQ1 2024: 746 institutionsQ2 2024: 778 institutionsQ3 2024: 789 institutionsQ4 2024: 822 institutionsQ1 2025: 840 institutionsQ2 2025: 807 institutionsQ3 2025: 780 institutionsQ4 2025: 768 institutionsQ1 2026: 772 institutionsQ2 2026: 787 institutions
Value heldQ4 2025: $12.6B
Q1 2021: $8.06BQ2 2021: $8.80BQ3 2021: $8.12BQ4 2021: $9.61BQ1 2022: $9.46BQ2 2022: $7.74BQ3 2022: $8.59BQ4 2022: $8.51BQ1 2023: $11.0BQ2 2023: $13.5BQ3 2023: $13.7BQ4 2023: $15.3BQ1 2024: $15.6BQ2 2024: $16.7BQ3 2024: $17.4BQ4 2024: $16.8BQ1 2025: $17.9BQ2 2025: $15.3BQ3 2025: $14.6BQ4 2025: $12.6BQ1 2026: $13.9BQ2 2026: $15.7B
Institutions holding WSO and their total value by quarter
QuarterHoldersValue
Q2 2026787$15.7B
Q1 2026772$13.9B
Q4 2025768$12.6B
Q3 2025780$14.6B
Q2 2025807$15.3B
Q1 2025840$17.9B
Q4 2024822$16.8B
Q3 2024789$17.4B
Q2 2024778$16.7B
Q1 2024746$15.6B
Q4 2023727$15.3B
Q3 2023683$13.7B
Q2 2023677$13.5B
Q1 2023615$11.0B
Q4 2022568$8.51B
Q3 2022538$8.59B
Q2 2022516$7.74B
Q1 2022495$9.46B
Q4 2021521$9.61B
Q3 2021478$8.12B
Q2 2021475$8.80B
Q1 2021464$8.06B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q3 2025.

Institutions holding WSO in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Geneva Capital Management LLC67,519$22.8M0.43%+2,298+3.5%Added
Riverbridge Partners LLC69,410$23.4M0.44%−16,939−19.6%Reduced
Baskin Financial Services Inc.70,562$23.8M1.79%−627−0.9%Reduced
HRT Financial LP70,744$23.8M0.08%+60,700+604.3%Added
Alps Advisors Inc70,772$23.8M0.14%+70,772New
Principal Financial Group Inc77,763$26.2M0.01%−3,043−3.8%Reduced
Invesco Ltd.78,336$26.4M0.00%+4,863+6.6%Added
Wilkinson Global Asset Management LLC78,925$26.6M1.82%−2,758−3.4%Reduced
Howland Capital Management LLC83,861$28.3M1.07%−7,251−8.0%Reduced
Anchor Capital Advisors LLC85,392$28.8M0.83%+6,425+8.1%Added
Dearborn Partners LLC94,731$31.9M1.59%−3,204−3.3%Reduced
Swiss National Bank95,644$32.2M0.02%−5,000−5.0%Reduced
Legal & General Group Plc100,452$33.8M0.01%−8,236−7.6%Reduced
Rhumbline Advisers103,364$34.8M0.03%+324+0.3%Added
Stifel Financial Corp103,504$34.9M0.03%−9,317−8.3%Reduced
Baird Financial Group, Inc.109,609$36.9M0.06%+4,073+3.9%Added
Donaldson Capital Management, LLC109,931$37.0M1.18%−14,858−11.9%Reduced
GW&K Investment Management, LLC110,221$37.1M0.32%−992−0.9%Reduced
Employees Retirement System of Texas112,601$37.9M0.31%+106,883+1,869.2%Added
Kames Capital plc114,004$38.4M0.46%−7,187−5.9%Reduced
Conestoga Capital Advisors, LLC115,568$38.9M0.66%+21,119+22.4%Added
King Luther Capital Management Corp116,986$39.4M0.16%−15,696−11.8%Reduced
Voloridge Investment Management, LLC120,497$40.6M0.14%+56,898+89.5%Added
Citigroup Inc125,098$42.2M0.03%+95,560+323.5%Added
UBS Asset Management Americas Inc128,578$43.3M0.01%−466−0.4%Reduced
Epoch Investment Partners, Inc.135,131$45.5M0.26%+103,589+328.4%Added
Royal Bank of Canada137,656$46.4M0.01%−91,155−39.8%Reduced
Benjamin Edwards Inc145,131$48.9M0.54%−1,402−1.0%Reduced
CI Private Wealth, LLC145,405$49.0M0.07%−10,648−6.8%Reduced
Wellington Management Group LLP149,006$50.2M0.01%−37,970−20.3%Reduced
Jacobs Levy Equity Management, Inc152,445$51.4M0.20%+36,103+31.0%Added
Vantage Investment Partners, LLC166,172$56.0M3.74%+68,442+70.0%Added
Schwartz Investment Counsel Inc167,185$56.3M1.97%+47,185+39.3%Added
UBS Group AG186,875$63.0M0.01%+72,977+64.1%Added
Welch & Forbes LLC210,718$71.0M0.86%−2,513−1.2%Reduced
Bank of America Corp213,603$72.0M0.01%+62,992+41.8%Added
JPMorgan Chase & Co214,802$72.4M0.00%−100,823−31.9%Reduced
Envestnet Asset Management Inc218,586$73.7M0.02%−58,164−21.0%Reduced
Dimensional Fund Advisors LP225,247$75.9M0.02%−2,066−0.9%Reduced
Brown Brothers Harriman & Co230,992$77.8M0.42%+31,256+15.6%Added
Caledonia Investments PLC232,927$78.5M8.70%+13,500+6.2%Added
Two Sigma Advisers, LP234,580$79.0M0.15%+174,880+292.9%Added
Bank of New York Mellon Corp254,200$85.7M0.02%−51,890−17.0%Reduced
Bahl & Gaynor Inc260,786$87.9M0.44%+2,501+1.0%Added
Goldman Sachs Group Inc304,763$102.7M0.01%−32,822−9.7%Reduced
Renaissance Technologies LLC305,280$102.9M0.16%+167,080+120.9%Added
Northern Trust Corp319,162$107.5M0.01%−9,634−2.9%Reduced
Norges Bank328,989$110.9M0.01%+328,989New
Hamlin Capital Management, LLC340,322$114.7M2.75%−65,158−16.1%Reduced
Neuberger Berman Group LLC382,845$129.0M0.10%−99,262−20.6%Reduced
Raymond James Financial Inc393,870$132.7M0.04%−15,698−3.8%Reduced
Captrust Financial Advisors396,514$133.6M0.25%+6,034+1.5%Added
Two Sigma Investments, LP404,803$136.4M0.20%+231,725+133.9%Added
Wells Fargo & Company426,355$143.7M0.03%−26,257−5.8%Reduced
Capital World Investors434,018$146.2M0.02%−200,000−31.5%Reduced
Davenport & Co LLC470,177$159.3M0.86%+113,333+31.8%Added
Markel Group Inc.SuperinvestorMarkel Group577,669$194.6M1.55%+12,500+2.2%Added
Geode Capital Management, LLC638,014$214.4M0.01%+5,176+0.8%Added
Blair William & Co675,440$227.6M0.61%−124,516−15.6%Reduced
Morgan Stanley824,866$277.9M0.02%+211,924+34.6%Added
Baillie Gifford & Co917,492$309.1M0.26%−26,594−2.8%Reduced
State Street Corp1,240,636$418.0M0.01%+2,515+0.2%Added
Kayne Anderson Rudnick Investment Management LLC1,406,884$474.0M1.27%−139,520−9.0%Reduced
Charles Schwab Investment Management Inc1,559,965$525.6M0.08%+46,799+3.1%Added
FMR LLC1,966,899$662.7M0.03%−1,034,964−34.5%Reduced
Vanguard Group Inc3,523,522$1.19B0.02%−27,546−0.8%Reduced
BlackRock, Inc.3,685,280$1.24B0.02%−57,207−1.5%Reduced
Capital International Investors4,642,893$1.56B0.25%+2,356,998+103.1%Added
Holocene Advisors, LP0$00.00%−99,389−100.0%Sold out
TimesSquare Capital Management, LLC0$00.00%−71,917−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−66,395−100.0%Sold out
Lord, Abbett & Co. LLC0$00.00%−61,500−100.0%Sold out
EULAV Asset Management0$00.00%−55,900−100.0%Sold out
Broad Bay Capital Management, LP0$00.00%−50,940−100.0%Sold out
T. Rowe Price Investment Management, Inc.0$00.00%−42,586−100.0%Sold out
Walleye Capital LLC0$00.00%−40,097−100.0%Sold out
Mackenzie Financial Corp0$00.00%−35,188−100.0%Sold out
Buck Wealth Strategies, LLC0$00.00%−22,655−100.0%Sold out
Jain Global LLC0$00.00%−17,230−100.0%Sold out
Nicholas Company, Inc.0$00.00%−14,018−100.0%Sold out
Andra AP-fonden0$00.00%−13,508−100.0%Sold out
Natixis0$00.00%−9,918−100.0%Sold out
IFM Investors Pty Ltd0$00.00%−6,999−100.0%Sold out
Engineers Gate Manager LP0$00.00%−5,509−100.0%Sold out
Campbell Capital Management Inc0$00.00%−3,850−100.0%Sold out
Prime Capital Investment Advisors, LLC0$00.00%−3,675−100.0%Sold out
Confluence Wealth Services, Inc.0$00.00%−3,062−100.0%Sold out
Oddo BHF Asset Management SAS0$00.00%−2,576−100.0%Sold out
Generali Asset Management SPA SGR0$00.00%−2,548−100.0%Sold out
Freestone Grove Partners LP0$00.00%−2,493−100.0%Sold out
Roundview Capital LLC0$00.00%−2,346−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−1,967−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−1,834−100.0%Sold out
Endeavor Private Wealth, Inc.0$00.00%−1,655−100.0%Sold out
Summit Wealth Group LLC0$00.00%−1,771−100.0%Sold out
Catalytic Wealth RIA, LLC0$00.00%−1,589−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−1,521−100.0%Sold out
Semanteon Capital Management, LP0$00.00%−1,404−100.0%Sold out
Ci Investments Inc.0$00.00%−1,361−100.0%Sold out
Lombard Odier Asset Management (USA) Corp0$00.00%−1,317−100.0%Sold out