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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
Mayflower Financial Advisors, LLC0$00.00%−1,223−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−1,214−100.0%Sold out
Park Avenue Securities LLC0$00.00%−1,098−100.0%Sold out
Empowered Funds, LLC0$00.00%−1,002−100.0%Sold out
Everpar Advisors LLC0$00.00%−922−100.0%Sold out
VisionPoint Advisory Group, LLC0$00.00%−897−100.0%Sold out
Texas Yale Capital Corp.0$00.00%−891−100.0%Sold out
Forum Financial Management, LP0$00.00%−885−100.0%Sold out
Waterloo Capital, L.P.0$00.00%−883−100.0%Sold out
Institute for Wealth Management, LLC.0$00.00%−869−100.0%Sold out
Ossiam0$00.00%−841−100.0%Sold out
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management0$00.00%−781−100.0%Sold out
Yarbrough Capital, LLC0$00.00%−716−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−699−100.0%Sold out
Arete Wealth Advisors, LLC0$00.00%−668−100.0%Sold out
Thrive Wealth Management, LLC0$00.00%−654−100.0%Sold out
Sagespring Wealth Partners, LLC0$00.00%−617−100.0%Sold out
Enhancing Capital LLC0$00.00%−617−100.0%Sold out
Blue Barn Wealth, LLC0$00.00%−609−100.0%Sold out
Rafferty Asset Management, LLC0$00.00%−603−100.0%Sold out
Apollon Wealth Management, LLC0$00.00%−601−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−597−100.0%Sold out
Eagle Global Advisors LLC0$00.00%−586−100.0%Sold out
Berkshire Asset Management LLC0$00.00%−573−100.0%Sold out
Integrity Alliance, LLC.0$00.00%−572−100.0%Sold out
Legacy Trust0$00.00%−556−100.0%Sold out
Aureus Asset Management, LLC0$00.00%−551−100.0%Sold out
Prospect Financial Services LLC0$00.00%−550−100.0%Sold out
Autumn Glory Partners, LLC0$00.00%−548−100.0%Sold out
Cordatus Wealth Management LLC0$00.00%−546−100.0%Sold out
MQS Management LLC0$00.00%−544−100.0%Sold out
Advisory Services Network, LLC0$00.00%−542−100.0%Sold out
Quadrature Capital Ltd0$00.00%−540−100.0%Sold out
Saturna Capital CORP0$00.00%−537−100.0%Sold out
Ashton Thomas Private Wealth, LLC0$00.00%−536−100.0%Sold out
TownSquare Capital, LLC0$00.00%−533−100.0%Sold out
Breakwater Capital Group0$00.00%−520−100.0%Sold out
Woodstock Corp0$00.00%−517−100.0%Sold out
Tower Wealth Partners, Inc.0$00.00%−513−100.0%Sold out
Fundamentun, LLC0$00.00%−503−100.0%Sold out
River Wealth Advisors LLC0$00.00%−500−100.0%Sold out
Bedel Financial Consulting, Inc.0$00.00%−500−100.0%Sold out
Patten Group, Inc.0$00.00%−495−100.0%Sold out
Strengthening Families & Communities, LLC0$00.00%−323−100.0%Sold out
Icon Wealth Advisors, LLC0$00.00%−357−100.0%Sold out
Mather Group, LLC.0$00.00%−257−100.0%Sold out
North Capital, Inc.0$00.00%−256−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−198−100.0%Sold out
Trust Co of Toledo NA0$00.00%−190−100.0%Sold out
Fortitude Family Office, LLC0$00.00%−108−100.0%Sold out
Mascoma Wealth Management LLC0$00.00%−90−100.0%Sold out
Rise Advisors, LLC0$00.00%−68−100.0%Sold out
Manchester Capital Management LLC0$00.00%−45−100.0%Sold out
Parvin Asset Management, LLC0$00.00%−37−100.0%Sold out
Main Street Group, LTD0$00.00%−35−100.0%Sold out
Palisade Asset Management, LLC0$00.00%−17−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−17−100.0%Sold out
Financial Life Planners0$00.00%−16−100.0%Sold out
Private Wealth Asset Management, LLC0$00.00%−15−100.0%Sold out
Pathway Financial Advisers, LLC0$00.00%−13−100.0%Sold out
Salem Investment Counselors Inc0$00.00%−11−100.0%Sold out
Grey Fox Wealth Advisors, LLC0$00.00%−11−100.0%Sold out
ESL Trust Services, LLC0$00.00%−8−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−7−100.0%Sold out
Barnes Dennig Private Wealth Management LLC0$00.00%−7−100.0%Sold out
Orion Capital Management LLC0$00.00%−5−100.0%Sold out
Cloud Capital Management, LLC0$00.00%−6−100.0%Sold out
Proffitt & Goodson Inc0$00.00%−4−100.0%Sold out
Asset Dedication, LLC0$00.00%−2−100.0%Sold out
TFC Financial Management0$00.00%−1−100.0%Sold out
ZRC Wealth Management, LLC0$00.00%−1−100.0%Sold out
Logan Capital Management Inc0$00.00%−1−100.0%Sold out
Strive Asset Management, LLC0$00.00%−1−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−1−100.0%Sold out
Bare Financial Services, Inc0$00.00%−1−100.0%Sold out
HFM Investment Advisors, LLC0$00.00%−1−100.0%Sold out
Horizon Investments, LLC0$00.00%−1−100.0%Sold out
Avion Wealth0$00.00%−1−100.0%Sold out
Lindenwold Advisors––––Not filed
CIBC Bancorp USA Inc.––––Not filed
Pinebridge Investments, L.P.––––Not filed
Fullcircle Wealth LLC––––Not filed
Synovus Financial Corp––––Not filed
Promus Capital, LLC––––Not filed
Cove Street Capital, LLC––––Not filed
AXA Investment Managers S.A.––––Not filed
Bares Capital Management, Inc.––––Not filed
FSA Wealth Management LLC––––Not filed
Hemington Wealth Management––––Not filed
Binnacle Investments Inc––––Not filed