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 |
|---|---|---|---|---|---|
| Cary Street Partners Financial LLC | 920 | $310.0K | 0.01% | −75−7.5% | Reduced |
| Tyche Wealth Partners LLC | 919 | $309.7K | 0.05% | +919 | New |
| Allspring Global Investments Holdings, LLC | 889 | $308.8K | 0.00% | +889 | New |
| Adell Harriman & Carpenter Inc | 913 | $307.6K | 0.02% | −32−3.4% | Reduced |
| K.J. Harrison & Partners Inc | 910 | $306.6K | 0.04% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 908 | $306.0K | 0.01% | +49+5.7% | Added |
| Evergreen Capital Management LLC | 906 | $305.3K | 0.01% | −36−3.8% | Reduced |
| Arkadios Wealth Advisors | 905 | $305.0K | 0.01% | −43−4.5% | Reduced |
| Merit Financial Group, LLC | 902 | $303.9K | 0.00% | +902 | New |
| Compass Ion Advisors, LLC | 893 | $300.8K | 0.03% | +5+0.6% | Added |
| International Assets Investment Management, LLC | 876 | $295.2K | 0.02% | +346+65.3% | Added |
| Texas Bank & Trust Co | 875 | $294.8K | 0.11% | +875 | New |
| IFP Advisors, Inc | 869 | $292.8K | 0.01% | +453+108.9% | Added |
| Pine Valley Investments Ltd Liability Co | 868 | $292.5K | 0.01% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 861 | $290.3K | 0.13% | −160−15.7% | Reduced |
| Flputnam Investment Management Co | 858 | $289.1K | 0.00% | −31−3.5% | Reduced |
| BankPlus Trust Department | 848 | $285.7K | 0.07% | −95−10.1% | Reduced |
| Fieldview Capital Management, LLC | 838 | $282.4K | 0.05% | +838 | New |
| Guardian Partners Inc. | 686 | $281.2K | 0.02% | +686 | New |
| STRS Ohio | 834 | $281.0K | 0.00% | +2+0.2% | Added |
| Boston Family Office LLC | 835 | $281.0K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 827 | $278.7K | 0.00% | +22+2.7% | Added |
| Burney Co | 817 | $275.3K | 0.01% | −143−14.9% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 810 | $272.9K | 0.02% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 806 | $271.7K | 0.05% | −82−9.2% | Reduced |
| StoneX Group Inc. | 806 | $271.6K | 0.01% | +806 | New |
| Stephens Inc | 802 | $270.2K | 0.00% | +4+0.5% | Added |
| Massmutual Trust Co FSB | 783 | $263.8K | 0.01% | −30−3.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 780 | $263.0K | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 778 | $262.1K | 0.01% | −11−1.4% | Reduced |
| Simplex Trading, LLC | 771 | $259.8K | 0.01% | +723+1,506.3% | Added |
| Hantz Financial Services, Inc. | 762 | $257.0K | 0.00% | +553+264.6% | Added |
| Heartwood Wealth Advisors LLC | 761 | $256.4K | 0.02% | 00.0% | Unchanged |
| Intrust Bank NA | 747 | $251.7K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 739 | $249.0K | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 736 | $248.0K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 733 | $247.0K | 0.06% | −1,407−65.7% | Reduced |
| Taylor Hoffman Capital Management LLC | 724 | $244.0K | 0.07% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 711 | $239.6K | 0.03% | +711 | New |
| Haverford Trust Co | 710 | $239.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 710 | $239.0K | 0.00% | +26+3.8% | Added |
| Sound View Wealth Advisors Group, LLC | 709 | $238.9K | 0.02% | +11+1.6% | Added |
| Profund Advisors LLC | 707 | $238.2K | 0.01% | −98−12.2% | Reduced |
| TrueMark Investments, LLC | 706 | $237.9K | 0.05% | +706 | New |
| Somerville Kurt F | 700 | $235.9K | 0.04% | −200−22.2% | Reduced |
| Paradigm Financial Partners, LLC | 700 | $235.9K | 0.02% | −118−14.4% | Reduced |
| GAMMA Investing LLC | 695 | $234.2K | 0.01% | +46+7.1% | Added |
| Fulcrum Capital LLC | 691 | $232.8K | 0.05% | −75−9.8% | Reduced |
| HM Payson & Co | 688 | $231.8K | 0.00% | −100−12.7% | Reduced |
| Groesbeck Investment Management Corp | 686 | $231.0K | 0.44% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 684 | $230.5K | 0.00% | −462−40.3% | Reduced |
| Ellevest, Inc. | 675 | $227.4K | 0.03% | −233−25.7% | Reduced |
| Pinnacle Financial Partners, Inc. | 671 | $226.1K | 0.00% | +671 | New |
| Boit C F David | 600 | $225.3K | 0.10% | 00.0% | Unchanged |
| Somerset Trust Co | 668 | $225.1K | 0.07% | +668 | New |
| ASR Vermogensbeheer N.V. | 667 | $224.7K | 0.00% | −7−1.0% | Reduced |
| Dakota Wealth Management | 658 | $221.7K | 0.00% | +62+10.4% | Added |
| Checchi Capital Advisers, LLC | 657 | $221.4K | 0.02% | −5−0.8% | Reduced |
| Whetstone Capital Advisors, LLC | 656 | $221.0K | 0.07% | +64+10.8% | Added |
| Woodline Partners LP | 643 | $216.7K | 0.00% | +643 | New |
| Gibbs Wealth Management | 572 | $214.8K | 0.05% | −63−9.9% | Reduced |
| Marble Wealth, LLC | 635 | $214.0K | 0.03% | +635 | New |
| Principal Securities, Inc. | 632 | $213.0K | 0.00% | +99+18.6% | Added |
| Axq Capital, LP | 632 | $213.0K | 0.05% | +632 | New |
| Cary Street Partner Investment Advisory LLC | 631 | $212.8K | 0.06% | −2−0.3% | Reduced |
| Crestwood Advisors Group LLC | 629 | $211.9K | 0.00% | +2+0.3% | Added |
| Canada Pension Plan Investment Board | 620 | $208.9K | 0.00% | +520+520.0% | Added |
| Alpine Global Management, LLC | 615 | $207.2K | 0.05% | +615 | New |
| Legacy Capital Wealth Partners, LLC | 614 | $207.0K | 0.04% | +614 | New |
| FourThought Financial Partners, LLC | 610 | $205.4K | 0.02% | +2+0.3% | Added |
| Pensionmark Financial Group, LLC | 608 | $204.9K | 0.00% | +87+16.7% | Added |
| TruNorth Capital Management, LLC | 606 | $204.2K | 0.04% | +514+558.7% | Added |
| Paradigm Asset Management Co LLC | 600 | $202.2K | 0.05% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 600 | $202.2K | 0.00% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 598 | $201.5K | 0.06% | +598 | New |
| Jump Financial, LLC | 596 | $200.8K | 0.00% | −4,806−89.0% | Reduced |
| Parkside Financial Bank & Trust | 554 | $186.6K | 0.01% | +9+1.7% | Added |
| National Bank of Canada | 551 | $185.4K | 0.00% | +287+108.7% | Added |
| Signaturefd, LLC | 511 | $172.3K | 0.00% | −55−9.7% | Reduced |
| SRS Capital Advisors, Inc. | 502 | $169.1K | 0.00% | −372−42.6% | Reduced |
| Archer Investment Corp | 496 | $167.1K | 0.04% | +140+39.3% | Added |
| Siemens Fonds Invest GmbH | 479 | $164.3K | 0.01% | −436−47.7% | Reduced |
| Sumitomo Life Insurance Co | 481 | $162.1K | 0.00% | −1,546−76.3% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 472 | $159.2K | 0.00% | +472 | New |
| Hilltop National Bank | 454 | $153.0K | 0.04% | 00.0% | Unchanged |
| Bessemer Group Inc | 449 | $151.0K | 0.00% | −296−39.7% | Reduced |
| EverSource Wealth Advisors, LLC | 429 | $144.7K | 0.01% | −672−61.0% | Reduced |
| Smartleaf Asset Management LLC | 421 | $144.6K | 0.01% | −53−11.2% | Reduced |
| Global Retirement Partners, LLC | 428 | $144.2K | 0.00% | +288+205.7% | Added |
| Huntington National Bank | 421 | $141.9K | 0.00% | −67−13.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 420 | $141.5K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 408 | $137.5K | 0.01% | +408 | New |
| Y.D. More Investments Ltd | 350 | $117.9K | 0.01% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 295 | $117.7K | 0.01% | +295 | New |
| Colonial Trust Co | 327 | $110.1K | 0.01% | −70−17.6% | Reduced |
| Financial Network Wealth Advisors LLC | 322 | $108.5K | 0.11% | −8−2.4% | Reduced |
| Whittier Trust Co | 300 | $107.2K | 0.00% | −98−24.6% | Reduced |
| Ronald Blue Trust, Inc. | 315 | $106.1K | 0.00% | −235−42.7% | Reduced |
| Central Trust Co | 315 | $106.1K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 308 | $103.8K | 0.01% | −15−4.6% | Reduced |