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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 1,770 | $596.4K | 0.01% | −221−11.1% | Reduced |
| Alamea Verwaltungs GmbH | 1,527 | $590.1K | 0.40% | +257+20.2% | Added |
| Mount Yale Investment Advisors, LLC | 1,740 | $586.2K | 0.03% | +1,110+176.2% | Added |
| Intrinsic Value Partners, LLC | 1,739 | $586.0K | 0.44% | +1,739 | New |
| Federation des caisses Desjardins du Quebec | 1,734 | $584.3K | 0.00% | +615+55.0% | Added |
| Sequoia Financial Advisors, LLC | 1,713 | $577.3K | 0.00% | +1,024+148.6% | Added |
| Adviser Investments LLC | 1,685 | $567.8K | 0.01% | +2+0.1% | Added |
| Beacon Pointe Advisors, LLC | 1,642 | $553.3K | 0.00% | −335−16.9% | Reduced |
| Drucker Wealth 3.0, LLC | 1,618 | $545.3K | 0.10% | +415+34.5% | Added |
| NBC Securities, Inc. | 1,614 | $543.8K | 0.04% | +218+15.6% | Added |
| HB Wealth Management, LLC | 1,597 | $538.3K | 0.00% | +87+5.8% | Added |
| Fifth Third Bancorp | 1,595 | $537.4K | 0.00% | −130−7.5% | Reduced |
| Allianz Asset Management GmbH | 1,592 | $536.4K | 0.00% | −4,037−71.7% | Reduced |
| FORA Capital, LLC | 1,584 | $533.7K | 0.06% | −2,272−58.9% | Reduced |
| Allworth Financial LP | 1,575 | $530.6K | 0.00% | +1,196+315.6% | Added |
| Massachusetts Financial Services Co | 1,559 | $525.3K | 0.00% | +30+2.0% | Added |
| Northwestern Mutual Wealth Management Co | 1,551 | $522.7K | 0.00% | +656+73.3% | Added |
| Quantitative Investment Management, LLC | 1,543 | $519.0K | 0.05% | +1,543 | New |
| Rakuten Investment Management, Inc. | 1,479 | $516.2K | 0.00% | −8,460−85.1% | Reduced |
| LGT Group Foundation | 1,499 | $514.2K | 0.01% | −123−7.6% | Reduced |
| Centennial Bank | 1,518 | $511.5K | 0.20% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,516 | $510.8K | 0.05% | +33+2.2% | Added |
| Boreal Capital Management LLC | 1,513 | $509.8K | 0.38% | +189+14.3% | Added |
| Prudential PLC | 1,511 | $509.1K | 0.00% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 1,509 | $508.5K | 0.03% | −76−4.8% | Reduced |
| Webster Bank, N. A. | 1,493 | $503.1K | 0.05% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,486 | $500.7K | 0.01% | −246−14.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,481 | $499.0K | 0.02% | −10−0.7% | Reduced |
| Golden State Equity Partners | 1,461 | $492.3K | 0.08% | −317−17.8% | Reduced |
| Boothbay Fund Management, LLC | 1,426 | $480.5K | 0.01% | +659+85.9% | Added |
| ProShare Advisors LLC | 1,401 | $472.1K | 0.00% | −84−5.7% | Reduced |
| Levin Capital Strategies, L.P. | 1,400 | $471.7K | 0.04% | −200−12.5% | Reduced |
| M&T Bank Corp | 1,395 | $469.9K | 0.00% | +410+41.6% | Added |
| Macquarie Group Ltd | 1,384 | $466.3K | 0.00% | −64,737−97.9% | Reduced |
| Advocate Group LLC | 1,384 | $466.3K | 0.08% | 00.0% | Unchanged |
| Baader Bank INC | 1,384 | $466.3K | 0.04% | +1,384 | New |
| Diversify Wealth Management, LLC | 1,219 | $456.7K | 0.02% | −38−3.0% | Reduced |
| First Bank & Trust | 1,343 | $452.5K | 0.07% | +211+18.6% | Added |
| Baker Avenue Asset Management, LP | 1,323 | $445.9K | 0.01% | −331−20.0% | Reduced |
| Perbak Capital Partners LLP | 1,312 | $442.1K | 0.13% | −2,182−62.4% | Reduced |
| E. Ohman J:or Asset Management AB | 1,305 | $439.7K | 0.01% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,302 | $438.7K | 0.02% | −8−0.6% | Reduced |
| LVW Advisors, LLC | 1,285 | $433.0K | 0.04% | −177−12.1% | Reduced |
| Venture Visionary Partners LLC | 1,268 | $433.0K | 0.01% | +1,268 | New |
| Johnson Investment Counsel Inc | 1,274 | $429.3K | 0.00% | −23−1.8% | Reduced |
| Everence Capital Management Inc | 1,270 | $428.0K | 0.03% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 1,259 | $424.2K | 0.13% | −48−3.7% | Reduced |
| Skopos Labs, Inc. | 1,200 | $418.6K | 0.02% | +1,200 | New |
| Verity & Verity, LLC | 1,230 | $414.3K | 0.03% | −55−4.3% | Reduced |
| North Dakota State Investment Board | 1,225 | $412.8K | 0.02% | +1,225 | New |
| Omers Administration Corp | 1,219 | $410.7K | 0.00% | 00.0% | Unchanged |
| Freemont Management S.A. | 1,200 | $404.3K | 0.08% | +800+200.0% | Added |
| Tudor Financial Inc. | 1,195 | $402.7K | 0.21% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 1,184 | $399.0K | 0.02% | +567+91.9% | Added |
| Scientech Research LLC | 1,183 | $398.6K | 0.25% | +1,183 | New |
| Tred Avon Family Wealth, LLC | 1,174 | $395.6K | 0.13% | +5+0.4% | Added |
| Modera Wealth Management, LLC | 1,165 | $392.5K | 0.00% | +1+0.1% | Added |
| Shelton Capital Management | 1,164 | $392.2K | 0.01% | −71−5.7% | Reduced |
| Moneta Group Investment Advisors LLC | 1,160 | $391.0K | 0.00% | −49−4.1% | Reduced |
| Teacher Retirement System of Texas | 1,155 | $389.2K | 0.00% | −3,415−74.7% | Reduced |
| Mutual Advisors, LLC | 1,154 | $389.0K | 0.01% | +16+1.4% | Added |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 1,154 | $388.8K | 0.32% | +1,154 | New |
| QRG Capital Management, Inc. | 1,144 | $385.5K | 0.00% | −139−10.8% | Reduced |
| Prelude Capital Management, LLC | 1,128 | $380.1K | 0.03% | +1,128 | New |
| Illinois Municipal Retirement Fund | 1,122 | $378.1K | 0.00% | −3,231−74.2% | Reduced |
| Kestra Advisory Services, LLC | 1,118 | $376.9K | 0.00% | −453−28.8% | Reduced |
| Parsons Capital Management Inc | 1,113 | $375.0K | 0.02% | −585−34.5% | Reduced |
| ICW Investment Advisors LLC | 1,106 | $372.7K | 0.14% | −37−3.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,095 | $369.0K | 0.00% | −32−2.8% | Reduced |
| Koshinski Asset Management, Inc. | 1,093 | $368.3K | 0.02% | −2−0.2% | Reduced |
| Modern Wealth Management, LLC | 1,087 | $366.4K | 0.01% | +348+47.1% | Added |
| Assetmark, Inc | 1,086 | $366.0K | 0.00% | −53−4.7% | Reduced |
| American National Bank | 1,081 | $364.2K | 0.03% | −1,099−50.4% | Reduced |
| David Loasby | 951 | $357.8K | 0.02% | −569−37.4% | Reduced |
| Certior Financial Group, LLC | 1,061 | $357.4K | 0.24% | +107+11.2% | Added |
| Baker Ellis Asset Management LLC | 1,059 | $356.8K | 0.04% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 1,057 | $356.2K | 0.05% | −1,852−63.7% | Reduced |
| Schroder Investment Management Group | 1,056 | $355.8K | 0.00% | −767−42.1% | Reduced |
| Phillips Wealth Planners LLC | 924 | $355.7K | 0.29% | +197+27.1% | Added |
| Avidian Wealth Solutions, LLC | 1,051 | $354.1K | 0.01% | −69−6.2% | Reduced |
| Kestra Private Wealth Services, LLC | 1,047 | $352.6K | 0.00% | −170−14.0% | Reduced |
| Quantum Private Wealth, LLC | 1,038 | $349.6K | 0.10% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 1,032 | $347.6K | 0.00% | +17+1.7% | Added |
| 71 West Capital Partners | 1,030 | $347.1K | 0.02% | +1,030 | New |
| Obermeyer Wood Investment Counsel, LLLP | 1,024 | $345.0K | 0.02% | −4,647−81.9% | Reduced |
| Park National Corp | 1,019 | $343.4K | 0.01% | −12−1.2% | Reduced |
| Greenleaf Trust | 1,012 | $341.0K | 0.00% | +216+27.1% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 1,010 | $340.3K | 0.00% | +1,010 | New |
| Trust Point Inc. | 1,009 | $340.0K | 0.03% | −43−4.1% | Reduced |
| Tompkins Financial Corp | 1,000 | $336.9K | 0.03% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,000 | $336.9K | 0.02% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 997 | $335.9K | 0.01% | −190−16.0% | Reduced |
| Park Place Capital Corp | 992 | $334.3K | 0.07% | −50−4.8% | Reduced |
| Parallel Advisors, LLC | 974 | $328.4K | 0.01% | −308−24.0% | Reduced |
| AE Wealth Management LLC | 972 | $327.5K | 0.00% | −1,062−52.2% | Reduced |
| Penserra Capital Management LLC | 967 | $325.0K | 0.00% | +242+33.4% | Added |
| Lido Advisors, LLC | 804 | $324.5K | 0.00% | −48−5.6% | Reduced |
| Vise Technologies, Inc. | 963 | $324.4K | 0.01% | +216+28.9% | Added |
| Advisor OS, LLC | 959 | $323.0K | 0.03% | −66−6.4% | Reduced |
| GWM Advisors LLC | 929 | $313.0K | 0.00% | −652−41.2% | Reduced |