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 |
|---|---|---|---|---|---|
| Bank of Montreal | 10,948 | $3.69M | 0.00% | +483+4.6% | Added |
| Guggenheim Capital LLC | 10,688 | $3.60M | 0.03% | +597+5.9% | Added |
| NewEdge Wealth, LLC | 10,650 | $3.59M | 0.04% | −778−6.8% | Reduced |
| SG Americas Securities, LLC | 10,617 | $3.58M | 0.00% | +58+0.5% | Added |
| Nomura Asset Management Co Ltd | 10,555 | $3.56M | 0.01% | −2,328−18.1% | Reduced |
| Entropy Technologies, LP | 10,552 | $3.56M | 0.19% | +4,356+70.3% | Added |
| Cetera Investment Advisers | 10,546 | $3.55M | 0.00% | −906−7.9% | Reduced |
| HighTower Advisors, LLC | 10,516 | $3.54M | 0.00% | −1,382−11.6% | Reduced |
| HSBC Holdings PLC | 10,481 | $3.54M | 0.00% | −15,676−59.9% | Reduced |
| Avanza Fonder AB | 10,402 | $3.50M | 0.09% | +6,516+167.7% | Added |
| Buckhead Capital Management LLC | 10,377 | $3.50M | 1.25% | −360−3.4% | Reduced |
| Monte Financial Group, LLC | 10,130 | $3.41M | 1.27% | −129−1.3% | Reduced |
| XTX Topco Ltd | 10,091 | $3.40M | 0.09% | −1,624−13.9% | Reduced |
| Pathstone Holdings, LLC | 9,758 | $3.29M | 0.01% | +104+1.1% | Added |
| SummitTX Capital, L.P. | 9,756 | $3.29M | 0.10% | −1,065−9.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 9,645 | $3.28M | 0.01% | +1,794+22.9% | Added |
| Louisiana State Employees Retirement System | 9,700 | $3.27M | 0.06% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 9,653 | $3.25M | 0.04% | −10,179−51.3% | Reduced |
| D.A. Davidson & Co. | 9,652 | $3.25M | 0.02% | −98−1.0% | Reduced |
| Ironvine Capital Partners, LLC | 9,646 | $3.25M | 0.33% | −163−1.7% | Reduced |
| DnB Asset Management AS | 9,631 | $3.25M | 0.01% | +72+0.8% | Added |
| Oppenheimer & Co Inc | 9,604 | $3.24M | 0.05% | −908−8.6% | Reduced |
| Arizona State Retirement System | 9,574 | $3.23M | 0.02% | −688−6.7% | Reduced |
| Centaurus Financial, Inc. | 9,434 | $3.18M | 0.15% | +438+4.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 9,359 | $3.15M | 0.03% | −960−9.3% | Reduced |
| Agf Management Ltd | 9,276 | $3.13M | 0.01% | +9,276 | New |
| Canal Capital Management, LLC | 8,991 | $3.03M | 0.43% | +1,104+14.0% | Added |
| Creative Planning | 8,804 | $2.97M | 0.00% | +2,363+36.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,739 | $2.94M | 0.01% | −219−2.4% | Reduced |
| Forsta Ap-Fonden | 8,600 | $2.90M | 0.02% | +600+7.5% | Added |
| Prosperity Consulting Group, LLC | 8,561 | $2.88M | 0.13% | −994−10.4% | Reduced |
| Colony Group, LLC | 8,479 | $2.86M | 0.00% | −164−1.9% | Reduced |
| State of Michigan Retirement System | 8,283 | $2.79M | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 8,167 | $2.75M | 0.09% | −5,472−40.1% | Reduced |
| Brinker Capital Investments, LLC | 8,135 | $2.74M | 0.02% | +287+3.7% | Added |
| Credit Agricole S A | 8,104 | $2.73M | 0.01% | +6,740+494.1% | Added |
| Nicola Wealth Management Ltd. | 8,000 | $2.70M | 0.25% | −9,000−52.9% | Reduced |
| Thrivent Financial for Lutherans | 7,864 | $2.65M | 0.00% | −16,777−68.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,814 | $2.63M | 0.03% | +34+0.4% | Added |
| Prospect Capital Advisors, LLC | 7,810 | $2.63M | 1.36% | −5,200−40.0% | Reduced |
| Atria Investments LLC | 7,527 | $2.54M | 0.03% | −886−10.5% | Reduced |
| Middleton & Co Inc | 7,510 | $2.53M | 0.27% | −115−1.5% | Reduced |
| Applied Capital LLC | 7,406 | $2.50M | 1.71% | +413+5.9% | Added |
| Delta Global Management LP | 7,177 | $2.42M | 0.18% | +769+12.0% | Added |
| New Mexico Educational Retirement Board | 7,118 | $2.40M | 0.07% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 7,116 | $2.40M | 0.00% | +1,330+23.0% | Added |
| Cerity Partners LLC | 6,939 | $2.34M | 0.00% | +654+10.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 6,931 | $2.34M | 0.01% | −3,346−32.6% | Reduced |
| Oregon Public Employees Retirement Fund | 6,915 | $2.33M | 0.03% | −80−1.1% | Reduced |
| Advisors Asset Management, Inc. | 6,705 | $2.26M | 0.04% | +1,610+31.6% | Added |
| Rockefeller Capital Management L.P. | 6,686 | $2.25M | 0.00% | −13,455−66.8% | Reduced |
| Occudo Quantitative Strategies LP | 6,669 | $2.25M | 0.15% | +3,109+87.3% | Added |
| Van Eck Associates Corp | 6,568 | $2.21M | 0.00% | +429+7.0% | Added |
| Advisor Group Holdings, Inc. | 6,522 | $2.20M | 0.00% | −2,938−31.1% | Reduced |
| Freedom Day Solutions, LLC | 6,523 | $2.20M | 0.60% | −279−4.1% | Reduced |
| Verition Fund Management LLC | 6,493 | $2.19M | 0.01% | +443+7.3% | Added |
| Sanctuary Advisors, LLC | 6,461 | $2.18M | 0.01% | −138−2.1% | Reduced |
| Regents Gate Capital LLP | 6,430 | $2.17M | 0.69% | +6,430 | New |
| Ameritas Investment Partners, Inc. | 6,400 | $2.16M | 0.07% | −143−2.2% | Reduced |
| Voya Investment Management LLC | 6,391 | $2.15M | 0.00% | −1,200−15.8% | Reduced |
| Jefferies Financial Group Inc. | 6,188 | $2.09M | 0.02% | +6,188 | New |
| British Columbia Investment Management Corp | 6,181 | $2.08M | 0.01% | +1,167+23.3% | Added |
| Appleton Partners Inc | 6,124 | $2.06M | 0.14% | −592−8.8% | Reduced |
| Alliance Wealth Advisors, LLC | 6,101 | $2.06M | 0.45% | −3,087−33.6% | Reduced |
| Swiss Life Asset Management Ltd | 6,071 | $2.05M | 0.01% | +154+2.6% | Added |
| Man Group plc | 6,047 | $2.04M | 0.00% | −4,662−43.5% | Reduced |
| Regions Financial Corp | 6,027 | $2.03M | 0.01% | −310−4.9% | Reduced |
| Utah Retirement Systems | 5,709 | $1.92M | 0.02% | 00.0% | Unchanged |
| Toronto Dominion Bank | 5,600 | $1.89M | 0.00% | −85−1.5% | Reduced |
| Level Four Advisory Services, LLC | 5,593 | $1.88M | 0.06% | +137+2.5% | Added |
| Weiss Asset Management LP | 5,519 | $1.86M | 0.03% | +5,519 | New |
| Callan Family Office, LLC | 5,454 | $1.84M | 0.04% | +4,286+367.0% | Added |
| Xponance, Inc. | 5,442 | $1.83M | 0.01% | −631−10.4% | Reduced |
| Coldstream Capital Management Inc | 5,198 | $1.75M | 0.02% | −434−7.7% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 5,145 | $1.73M | 0.36% | +5,145 | New |
| Argent Trust Co | 5,066 | $1.71M | 0.06% | −703−12.2% | Reduced |
| Barbara Oil Co. | 5,000 | $1.68M | 0.63% | 00.0% | Unchanged |
| CIBC World Markets Corp | 4,911 | $1.65M | 0.01% | +4,911 | New |
| CWM Advisors, LLC | 4,907 | $1.65M | 0.15% | +295+6.4% | Added |
| 2Xideas AG | 4,837 | $1.63M | 0.46% | +4,837 | New |
| RFG Advisory, LLC | 4,814 | $1.62M | 0.03% | +126+2.7% | Added |
| KBC Group NV | 4,674 | $1.57M | 0.00% | −42−0.9% | Reduced |
| Nissay Asset Management Corp | 4,608 | $1.55M | 0.01% | +96+2.1% | Added |
| Landscape Capital Management, L.L.C. | 4,556 | $1.54M | 0.10% | +4,556 | New |
| Northwest & Ethical Investments L.P. | 4,555 | $1.53M | 0.03% | +121+2.7% | Added |
| O'Shaughnessy Asset Management, LLC | 4,513 | $1.52M | 0.01% | −333−6.9% | Reduced |
| Squarepoint Ops LLC | 4,497 | $1.52M | 0.00% | −293−6.1% | Reduced |
| Mirabaud Asset Management Ltd | 3,197 | $1.51M | 0.72% | −67−2.1% | Reduced |
| Hunter Associates Investment Management LLC | 4,465 | $1.51M | 0.20% | −80−1.8% | Reduced |
| Univest Financial Corp | 4,361 | $1.47M | 0.08% | −647−12.9% | Reduced |
| Summit Trail Advisors, LLC | 4,350 | $1.47M | 0.03% | +335+8.3% | Added |
| WCM Investment Management, LLC | 4,250 | $1.46M | 0.00% | −3,276−43.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,276 | $1.45M | 0.00% | +2,310+117.5% | Added |
| OP Asset Management Ltd | 4,283 | $1.44M | 0.02% | +344+8.7% | Added |
| Virtu Financial LLC | 4,264 | $1.44M | 0.06% | +4,264 | New |
| Intrepid Capital Management Inc | 4,254 | $1.43M | 0.55% | −12−0.3% | Reduced |
| Taylor Frigon Capital Management LLC | 4,231 | $1.43M | 0.72% | +316+8.1% | Added |
| Birch Capital Management, LLC | 4,199 | $1.41M | 0.71% | +443+11.8% | Added |
| Pacer Advisors, Inc. | 4,184 | $1.41M | 0.00% | −490−10.5% | Reduced |
| JustInvest LLC | 4,181 | $1.41M | 0.01% | +360+9.4% | Added |