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 |
|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | 44,911 | $15.1M | 0.17% | −87,793−66.2% | Reduced |
| Grace & White Inc | 42,200 | $14.2M | 2.54% | +3,217+8.3% | Added |
| Handelsbanken Fonder AB | 41,658 | $14.0M | 0.04% | −29,000−41.0% | Reduced |
| Bath Savings Trust Co | 38,488 | $13.0M | 1.29% | −502−1.3% | Reduced |
| Running Oak Capital LLC | 38,117 | $12.8M | 1.61% | −477−1.2% | Reduced |
| Ameriprise Financial Inc | 37,463 | $12.6M | 0.00% | +2,488+7.1% | Added |
| LaFleur & Godfrey LLC | 36,999 | $12.5M | 1.51% | −1,420−3.7% | Reduced |
| Motley Fool Asset Management LLC | 36,786 | $12.4M | 0.48% | −1,574−4.1% | Reduced |
| SEI Investments Co | 36,751 | $12.4M | 0.01% | +1,048+2.9% | Added |
| Washington Trust Co | 36,096 | $12.2M | 0.40% | −1,113−3.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 31,126 | $12.0M | 0.11% | −2,443−7.3% | Reduced |
| Truist Financial Corp | 35,629 | $12.0M | 0.02% | −2,179−5.8% | Reduced |
| State Board of Administration of Florida Retirement System | 35,250 | $11.9M | 0.02% | −730−2.0% | Reduced |
| New York State Teachers Retirement System | 35,011 | $11.8M | 0.02% | −200−0.6% | Reduced |
| Covington Investment Advisors Inc. | 34,855 | $11.7M | 1.61% | +855+2.5% | Added |
| Patrick Mauro Investment Advisor, INC. | 34,133 | $11.5M | 6.01% | +3,788+12.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 32,895 | $11.4M | 0.01% | −83−0.3% | Reduced |
| Price T Rowe Associates Inc | 33,791 | $11.4M | 0.00% | +1,887+5.9% | Added |
| Teachers Retirement System of the State of Kentucky | 31,728 | $10.7M | 0.08% | −1,114−3.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 31,652 | $10.7M | 0.03% | −973−3.0% | Reduced |
| Wendell David Associates Inc | 31,389 | $10.6M | 1.07% | −694−2.2% | Reduced |
| Franklin Resources Inc | 30,661 | $10.3M | 0.00% | −1,153−3.6% | Reduced |
| Storebrand Asset Management AS | 30,391 | $10.2M | 0.03% | −9,046−22.9% | Reduced |
| Redmond Asset Management, LLC | 29,897 | $10.1M | 2.57% | +13,042+77.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 29,845 | $10.1M | 0.08% | −1,546−4.9% | Reduced |
| LPL Financial LLC | 29,793 | $10.0M | 0.00% | −2,106−6.6% | Reduced |
| Prospera Financial Services Inc | 29,399 | $9.91M | 0.16% | +1,302+4.6% | Added |
| BLI - Banque de Luxembourg Investments | 28,500 | $9.78M | 0.29% | −2,000−6.6% | Reduced |
| Millennium Management LLC | 28,355 | $9.55M | 0.01% | −24,083−45.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 27,940 | $9.41M | 0.17% | −5,813−17.2% | Reduced |
| Aviva PLC | 27,927 | $9.41M | 0.02% | +1,757+6.7% | Added |
| Gotham Asset Management, LLC | 26,862 | $9.05M | 0.03% | +14,581+118.7% | Added |
| Crown Oak Advisors, LLC | 26,721 | $9.00M | 4.27% | +2,800+11.7% | Added |
| Korea Investment CORP | 26,033 | $8.77M | 0.02% | +8,648+49.7% | Added |
| Stratos Wealth Partners, LTD. | 25,232 | $8.50M | 0.10% | +125+0.5% | Added |
| Standard Life Aberdeen plc | 24,938 | $8.40M | 0.01% | +53+0.2% | Added |
| Taylor Securities Services, Inc. | 23,600 | $7.95M | 3.63% | +23,600 | New |
| State of Wisconsin Investment Board | 23,155 | $7.80M | 0.02% | +454+2.0% | Added |
| Pictet Asset Management Holding SA | 21,807 | $7.35M | 0.01% | +1,382+6.8% | Added |
| Anchor Investment Management, LLC | 21,804 | $7.35M | 0.60% | +3,538+19.4% | Added |
| DF Dent & Co Inc | 21,600 | $7.28M | 0.10% | −90.0% | Reduced |
| FineMark National Bank & Trust | 20,823 | $7.02M | 0.22% | +4,199+25.3% | Added |
| Ascent Group, LLC | 20,362 | $6.86M | 0.23% | +18,827+1,226.5% | Added |
| BNP Paribas Arbitrage, SA | 20,306 | $6.84M | 0.00% | +6,440+46.4% | Added |
| Advisors Capital Management, LLC | 20,141 | $6.79M | 0.08% | +1,098+5.8% | Added |
| PFA Pension, Forsikringsaktieselskab | 19,031 | $6.53M | 0.02% | +19,031 | New |
| TD Asset Management Inc | 19,154 | $6.45M | 0.01% | +10,562+122.9% | Added |
| Manufacturers Life Insurance Company, The | 19,049 | $6.42M | 0.01% | −1,024−5.1% | Reduced |
| Southernsun Asset Management, LLC | 18,458 | $6.22M | 0.87% | +2,202+13.5% | Added |
| Arcadia Investment Management Corp | 18,015 | $6.07M | 0.99% | +693+4.0% | Added |
| Numerai GP LLC | 18,008 | $6.07M | 0.73% | +15,539+629.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 17,997 | $6.06M | 0.02% | +14,018+352.3% | Added |
| Janney Montgomery Scott LLC | 17,906 | $6.03M | 0.01% | −1,336−6.9% | Reduced |
| Motley Fool Wealth Management, LLC | 17,793 | $6.00M | 0.46% | −2,860−13.8% | Reduced |
| Vision Capital Management, Inc. | 17,464 | $5.88M | 0.71% | −1,014−5.5% | Reduced |
| Naples Global Advisors, LLC | 17,349 | $5.85M | 0.44% | +1,372+8.6% | Added |
| MetLife Investment Management | 17,064 | $5.75M | 0.03% | −875−4.9% | Reduced |
| The PNC Financial Services Group, Inc. | 17,058 | $5.75M | 0.00% | +2,372+16.2% | Added |
| River Road Asset Management, LLC | 16,907 | $5.70M | 0.06% | +8,076+91.5% | Added |
| New York State Common Retirement Fund | 16,748 | $5.64M | 0.01% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 16,720 | $5.63M | 0.54% | −1,687−9.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 16,720 | $5.63M | 1.30% | −142−0.8% | Reduced |
| Nisa Investment Advisors, LLC | 16,026 | $5.40M | 0.02% | +231+1.5% | Added |
| Royal London Asset Management Ltd | 15,999 | $5.39M | 0.01% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 15,971 | $5.38M | 2.19% | −3,229−16.8% | Reduced |
| Tower Bridge Advisors | 15,812 | $5.33M | 0.54% | −58−0.4% | Reduced |
| Amalgamated Bank | 15,475 | $5.21M | 0.04% | −592−3.7% | Reduced |
| Danske Bank A/S | 15,437 | $5.20M | 0.01% | +580+3.9% | Added |
| Ensign Peak Advisors, Inc | 15,152 | $5.11M | 0.01% | +7,550+99.3% | Added |
| AQR Capital Management LLC | 14,951 | $5.04M | 0.00% | +5,929+65.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 14,784 | $4.98M | 0.04% | −614−4.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 13,915 | $4.97M | 0.01% | −2,071−13.0% | Reduced |
| Aquatic Capital Management LLC | 14,726 | $4.96M | 0.14% | +7,134+94.0% | Added |
| Treasurer of the State of North Carolina | 14,586 | $4.92M | 0.02% | −1,059−6.8% | Reduced |
| Mutual of America Capital Management LLC | 14,535 | $4.90M | 0.05% | −1,584−9.8% | Reduced |
| Quantinno Capital Management LP | 14,425 | $4.86M | 0.01% | −71−0.5% | Reduced |
| Marsico Capital Management LLC | 14,415 | $4.86M | 0.14% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 14,150 | $4.77M | 0.77% | −4,996−26.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,619 | $4.59M | 0.01% | −703−4.9% | Reduced |
| State of Tennessee, Treasury Department | 11,734 | $4.53M | 0.01% | −1,199−9.3% | Reduced |
| United Capital Financial Advisers, LLC | 13,349 | $4.50M | 0.03% | −2,115−13.7% | Reduced |
| Asset Management One Co.,Ltd. | 12,887 | $4.50M | 0.01% | +130+1.0% | Added |
| Mn Services Vermogensbeheer B.V. | 13,175 | $4.44M | 0.03% | +175+1.3% | Added |
| Fiduciary Trust Co | 13,007 | $4.38M | 0.05% | −104−0.8% | Reduced |
| Hamilton Point Investment Advisors, LLC | 12,996 | $4.38M | 0.67% | −75−0.6% | Reduced |
| Commonwealth Equity Services, LLC | 12,708 | $4.28M | 0.01% | −273−2.1% | Reduced |
| Yousif Capital Management, LLC | 11,230 | $4.23M | 0.05% | −147−1.3% | Reduced |
| KLP Kapitalforvaltning AS | 12,400 | $4.18M | 0.02% | 00.0% | Unchanged |
| Alerus Financial NA | 12,383 | $4.17M | 0.20% | +1,494+13.7% | Added |
| Vestmark Advisory Solutions, Inc. | 12,300 | $4.14M | 0.06% | +506+4.3% | Added |
| Trexquant Investment LP | 12,236 | $4.12M | 0.04% | +12,236 | New |
| First Trust Advisors LP | 12,004 | $4.04M | 0.00% | −92,343−88.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 11,709 | $3.95M | 0.02% | −1,150−8.9% | Reduced |
| State of New Jersey Common Pension Fund D | 11,516 | $3.88M | 0.01% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 11,446 | $3.86M | 0.04% | +11,446 | New |
| US Bancorp | 11,321 | $3.82M | 0.00% | −350−3.0% | Reduced |
| Public Employees Retirement System of Ohio | 11,301 | $3.81M | 0.01% | −1,383−10.9% | Reduced |
| American Century Companies Inc | 11,268 | $3.80M | 0.00% | −378−3.2% | Reduced |
| CIBC Private Wealth Group, LLC | 11,246 | $3.79M | 0.01% | −563−4.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 10,989 | $3.72M | 0.02% | −200−1.8% | Reduced |