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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 4,137 | $1.39M | 0.04% | +3,499+548.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,106 | $1.38M | 0.00% | +574+16.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 3,948 | $1.35M | 0.00% | +3,948 | New |
| Bokf, NA | 3,981 | $1.34M | 0.02% | −2,722−40.6% | Reduced |
| Voleon Capital Management LP | 3,979 | $1.34M | 0.03% | +3,979 | New |
| Graham Capital Management, L.P. | 3,969 | $1.34M | 0.05% | +3,338+529.0% | Added |
| Campbell & CO Investment Adviser LLC | 3,775 | $1.27M | 0.06% | +3,775 | New |
| Daiwa Securities Group Inc. | 3,736 | $1.26M | 0.00% | −36−1.0% | Reduced |
| Capital Investment Advisory Services, LLC | 3,735 | $1.26M | 0.09% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 3,713 | $1.25M | 0.00% | −257−6.5% | Reduced |
| Alberta Investment Management Corp | 3,700 | $1.25M | 0.01% | −3,300−47.1% | Reduced |
| Bank of Nova Scotia | 3,699 | $1.25M | 0.00% | +1,829+97.8% | Added |
| Schonfeld Strategic Advisors LLC | 3,696 | $1.25M | 0.01% | −11,193−75.2% | Reduced |
| TD Private Client Wealth LLC | 3,692 | $1.24M | 0.03% | −332−8.3% | Reduced |
| Lee Financial Co | 3,665 | $1.23M | 0.17% | −463−11.2% | Reduced |
| RSM US Wealth Management LLC | 3,543 | $1.22M | 0.02% | −857−19.5% | Reduced |
| Public Employees Retirement Association of Colorado | 3,605 | $1.22M | 0.00% | −23,361−86.6% | Reduced |
| Jane Street Group, LLC | 3,563 | $1.20M | 0.00% | +2,900+437.4% | Added |
| Belpointe Asset Management LLC | 3,522 | $1.19M | 0.04% | +183+5.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,512 | $1.18M | 0.03% | −4,438−55.8% | Reduced |
| Annandale Capital, LLC | 3,488 | $1.18M | 0.19% | −621−15.1% | Reduced |
| Inceptionr LLC | 3,486 | $1.17M | 0.33% | +3,486 | New |
| State of Alaska, Department of Revenue | 3,467 | $1.17M | 0.01% | −350−9.2% | Reduced |
| Atlantic Union Bankshares Corp | 3,458 | $1.17M | 0.02% | +16+0.5% | Added |
| Cresset Asset Management, LLC | 3,412 | $1.15M | 0.00% | −296−8.0% | Reduced |
| Alpha Omega Wealth Management LLC | 3,403 | $1.15M | 0.19% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 3,225 | $1.09M | 0.13% | +1,073+49.9% | Added |
| Davidson Kahn Capital Management, LLC | 3,198 | $1.08M | 0.56% | +180+6.0% | Added |
| Chicago Trust Co NA | 3,196 | $1.08M | 0.17% | −40−1.2% | Reduced |
| Mercer Global Advisors Inc | 3,182 | $1.07M | 0.00% | −134−4.0% | Reduced |
| Concurrent Investment Advisors, LLC | 3,177 | $1.07M | 0.01% | +1,037+48.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,160 | $1.06M | 0.04% | −154−4.6% | Reduced |
| Toroso Investments, LLC | 3,159 | $1.06M | 0.00% | +2,147+212.2% | Added |
| GHP Investment Advisors, Inc. | 3,090 | $1.04M | 0.04% | −472−13.3% | Reduced |
| Citizens Financial Group Inc | 3,078 | $1.04M | 0.01% | −493−13.8% | Reduced |
| Bradley Foster & Sargent Inc | 3,026 | $1.02M | 0.01% | −8,009−72.6% | Reduced |
| Umb Bank N A | 3,017 | $1.02M | 0.01% | −822−21.4% | Reduced |
| Access Financial Services, Inc. | 3,013 | $1.02M | 0.37% | −511−14.5% | Reduced |
| Chicago Capital, LLC | 3,007 | $1.01M | 0.03% | +76+2.6% | Added |
| Investment Management Corp of Ontario | 2,985 | $1.01M | 0.01% | +1,282+75.3% | Added |
| National Pension Service | 2,982 | $1.00M | 0.00% | +1,437+93.0% | Added |
| Carderock Capital Management Inc | 2,822 | $950.9K | 0.23% | −11,677−80.5% | Reduced |
| Ethic Inc. | 2,819 | $949.8K | 0.01% | −485−14.7% | Reduced |
| Eastern Bank | 2,729 | $919.5K | 0.02% | +84+3.2% | Added |
| Capital International Sarl | 2,709 | $912.8K | 0.01% | +1,019+60.3% | Added |
| Equitable Trust Co | 2,654 | $894.3K | 0.04% | +252+10.5% | Added |
| SlateStone Wealth, LLC | 2,641 | $890.0K | 0.07% | +99+3.9% | Added |
| Cynosure Management, LLC | 2,632 | $886.9K | 0.09% | +1,818+223.3% | Added |
| Securian Asset Management, Inc | 2,606 | $878.1K | 0.03% | 00.0% | Unchanged |
| Change Path, LLC | 2,594 | $873.9K | 0.02% | +5+0.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,581 | $869.7K | 0.03% | −497−16.1% | Reduced |
| First Citizens Bank & Trust Co | 2,576 | $868.0K | 0.02% | −28−1.1% | Reduced |
| Coastal Bridge Advisors, LLC | 2,575 | $867.7K | 0.06% | +6+0.2% | Added |
| Charter Oak Capital Management, LLC | 2,550 | $859.2K | 0.07% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,533 | $853.3K | 0.00% | −40−1.6% | Reduced |
| Knollwood Investment Advisory, LLC | 2,523 | $850.1K | 0.08% | 00.0% | Unchanged |
| Brown Advisory Inc | 2,482 | $836.2K | 0.00% | −390−13.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,470 | $832.2K | 0.04% | −220−8.2% | Reduced |
| MML Investors Services, LLC | 2,451 | $825.9K | 0.00% | −533−17.9% | Reduced |
| Triad Investment Management | 2,445 | $823.8K | 0.83% | +2,445 | New |
| Havemeyer Place LP | 2,434 | $820.1K | 0.16% | +2,434 | New |
| CoreCap Advisors, LLC | 2,410 | $812.1K | 0.03% | −403−14.3% | Reduced |
| Caxton Associates LLP | 2,406 | $810.7K | 0.02% | +2,406 | New |
| Cranbrook Wealth Management, LLC | 2,391 | $805.6K | 0.16% | +507+26.9% | Added |
| Allstate Corp | 2,383 | $803.0K | 0.01% | +1,089+84.2% | Added |
| Bridges Investment Management Inc | 2,372 | $799.2K | 0.01% | −2,502−51.3% | Reduced |
| Prudential Financial Inc | 2,299 | $788.7K | 0.00% | −1,342−36.9% | Reduced |
| Portside Wealth Group, LLC | 2,339 | $788.2K | 0.11% | −746−24.2% | Reduced |
| Abn Amro Investment Solutions | 2,339 | $788.1K | 0.01% | +2,339 | New |
| Elevated Capital Advisors, LLC | 2,328 | $784.5K | 0.18% | +325+16.2% | Added |
| Oak Thistle LLC | 2,320 | $781.7K | 0.11% | +2,320 | New |
| BHK Investment Advisors, LLC | 2,294 | $772.9K | 0.25% | +823+55.9% | Added |
| Crawford Investment Counsel Inc | 2,263 | $762.4K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,257 | $760.6K | 0.02% | −244−9.8% | Reduced |
| Jones Financial Companies LLLP | 2,253 | $759.1K | 0.00% | −406−15.3% | Reduced |
| Blalock Williams, LLC | 2,247 | $757.1K | 0.61% | +2,247 | New |
| CIBC Asset Management Inc | 2,230 | $751.4K | 0.00% | −32−1.4% | Reduced |
| Janus Henderson Group PLC | 2,223 | $749.8K | 0.00% | +800+56.2% | Added |
| Financial Advisory Service, Inc. | 2,206 | $743.3K | 0.05% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 2,204 | $742.6K | 0.29% | −1,000−31.2% | Reduced |
| Gsa Capital Partners LLP | 2,163 | $729.0K | 0.06% | +2,163 | New |
| Cox Capital Mgt LLC | 1,925 | $721.0K | 0.45% | −275−12.5% | Reduced |
| Wealth Alliance | 2,120 | $714.5K | 0.07% | +115+5.7% | Added |
| Capital Analysts, LLC | 2,099 | $707.0K | 0.02% | −172−7.6% | Reduced |
| Sterling Capital Management LLC | 2,063 | $695.1K | 0.01% | −89−4.1% | Reduced |
| Old National Bancorp | 2,046 | $689.4K | 0.01% | −562−21.5% | Reduced |
| Northbridge Financial Group, LLC | 2,033 | $684.9K | 0.31% | +2,033 | New |
| Harvey Investment Co LLC | 1,990 | $671.0K | 0.07% | −975−32.9% | Reduced |
| Commerce Bank | 1,962 | $661.1K | 0.00% | +218+12.5% | Added |
| Tower Research Capital LLC (TRC) | 1,924 | $648.3K | 0.02% | −27−1.4% | Reduced |
| Gulf International Bank (UK) Ltd | 1,914 | $645.0K | 0.02% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 1,902 | $640.9K | 0.02% | −181−8.7% | Reduced |
| Farther Finance Advisors, LLC | 1,884 | $634.9K | 0.01% | +169+9.9% | Added |
| SBI Okasan Asset Management Co.Ltd. | 1,800 | $628.2K | 0.03% | +1,800 | New |
| Norden Group LLC | 1,862 | $627.8K | 0.06% | −305−14.1% | Reduced |
| Hilltop Holdings Inc. | 1,859 | $626.1K | 0.04% | +341+22.5% | Added |
| Vident Advisory, LLC | 1,849 | $623.1K | 0.01% | −274−12.9% | Reduced |
| Maryland State Retirement & Pension System | 1,819 | $612.9K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 1,788 | $602.4K | 0.00% | −1,255−41.2% | Reduced |
| TCI Wealth Advisors, Inc. | 1,785 | $601.5K | 0.03% | −6−0.3% | Reduced |