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 |
|---|---|---|---|---|---|
| Covestor Ltd | 296 | $100.0K | 0.05% | +7+2.4% | Added |
| Evermay Wealth Management LLC | 295 | $99.4K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 260 | $87.6K | 0.00% | +79+43.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 256 | $86.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 251 | $84.6K | 0.00% | −227−47.5% | Reduced |
| Trust Co of Vermont | 240 | $80.9K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 231 | $77.8K | 0.01% | +15+6.9% | Added |
| MCF Advisors LLC | 214 | $72.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 212 | $71.6K | 0.00% | +22+11.6% | Added |
| Whittier Trust Co of Nevada Inc | 194 | $69.3K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 166 | $59.5K | 0.00% | +166 | New |
| Clearstead Advisors, LLC | 174 | $58.6K | 0.00% | +54+45.0% | Added |
| Roble, Belko & Company, Inc | 171 | $58.0K | 0.01% | +171 | New |
| Ostrum Asset Management | 170 | $57.3K | 0.00% | −55−24.4% | Reduced |
| Richardson Financial Services Inc. | 165 | $55.6K | 0.03% | −10−5.7% | Reduced |
| Curat Global, LLC | 160 | $53.9K | 0.06% | −300−65.2% | Reduced |
| N.E.W. Advisory Services LLC | 160 | $53.9K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 145 | $48.9K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 143 | $48.2K | 0.00% | +23+19.2% | Added |
| Commonwealth Retirement Investments LLC | 132 | $44.5K | 0.01% | +132 | New |
| Bayforest Capital Ltd | 127 | $42.8K | 0.03% | −13−9.3% | Reduced |
| First Horizon Corp | 126 | $42.5K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 123 | $42.2K | 0.01% | −60−32.8% | Reduced |
| Resources Management Corp | 125 | $42.0K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 117 | $39.4K | 0.01% | −147−55.7% | Reduced |
| Glen Eagle Advisors, LLC | 115 | $38.7K | 0.01% | −2−1.7% | Reduced |
| Laurel Wealth Advisors LLC | 111 | $37.4K | 0.00% | +111 | New |
| Quarry LP | 111 | $37.4K | 0.01% | +111 | New |
| Golden State Wealth Management, LLC | 109 | $37.0K | 0.00% | 00.0% | Unchanged |
| Bamco Inc | 103 | $34.7K | 0.00% | +103 | New |
| Flagship Harbor Advisors, LLC | 94 | $31.9K | 0.00% | −778−89.2% | Reduced |
| Quest Partners LLC | 88 | $29.7K | 0.00% | −9−9.3% | Reduced |
| Bayban | 87 | $29.3K | 0.03% | +87 | New |
| Private Trust Co NA | 86 | $29.0K | 0.00% | −30−25.9% | Reduced |
| SageView Advisory Group, LLC | 78 | $26.3K | 0.00% | +78 | New |
| Torren Management, LLC | 76 | $25.6K | 0.01% | +76 | New |
| Chilton Capital Management LLC | 76 | $25.6K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 72 | $25.4K | 0.00% | +10+16.1% | Added |
| Optiver Holding B.V. | 74 | $24.9K | 0.00% | +10+15.6% | Added |
| St Germain D J Co Inc | 72 | $24.3K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 67 | $22.6K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 67 | $22.6K | 0.01% | +10+17.5% | Added |
| GoalVest Advisory LLC | 67 | $22.6K | 0.00% | +14+26.4% | Added |
| Lodestone Wealth Management LLC | 67 | $22.6K | 0.01% | +67 | New |
| Rialto Wealth Management, LLC | 65 | $21.9K | 0.01% | −1−1.5% | Reduced |
| Armstrong Advisory Group, Inc | 65 | $21.9K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 62 | $20.9K | 0.01% | +62 | New |
| Entrust Financial LLC | 60 | $20.2K | 0.02% | +60 | New |
| First PREMIER Bank | 59 | $20.0K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 59 | $19.9K | 0.00% | +2+3.5% | Added |
| TCTC Holdings, LLC | 56 | $18.9K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 54 | $18.5K | 0.00% | +22+68.8% | Added |
| Hartford Financial Management Inc. | 52 | $17.5K | 0.00% | −3−5.5% | Reduced |
| IMG Wealth Management, Inc. | 52 | $17.5K | 0.01% | −2−3.7% | Reduced |
| Rossby Financial, LCC | 51 | $17.2K | 0.01% | +4+8.5% | Added |
| Wellington-Altus USA Inc. | 51 | $17.2K | 0.01% | +51 | New |
| IFC & Insurance Marketing, Inc. | 51 | $17.0K | 0.02% | +51 | New |
| Manitou Investment Management Ltd. | 50 | $16.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 47 | $15.8K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 45 | $15.2K | 0.00% | −6−11.8% | Reduced |
| JFS Wealth Advisors, LLC | 43 | $14.5K | 0.00% | +4+10.3% | Added |
| Solstein Capital, LLC | 42 | $14.2K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 41 | $13.8K | 0.00% | −9−18.0% | Reduced |
| West Branch Capital LLC | 41 | $13.8K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 40 | $13.5K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 40 | $13.5K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 35 | $11.8K | 0.00% | +35 | New |
| Rosenberg Matthew Hamilton | 35 | $11.8K | 0.00% | −3−7.9% | Reduced |
| Oakworth Capital, Inc. | 34 | $11.5K | 0.00% | +34 | New |
| DAGCO, Inc. | 31 | $10.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 31 | $10.4K | 0.00% | +2+6.9% | Added |
| AdvisorNet Financial, Inc | 31 | $10.4K | 0.00% | +2+6.9% | Added |
| Broadwater Capital Management LLC | 30 | $10.1K | 0.01% | −20−40.0% | Reduced |
| Geneos Wealth Management Inc. | 30 | $10.1K | 0.00% | −9−23.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 30 | $10.1K | 0.00% | +10+50.0% | Added |
| Winch Advisory Services, LLC | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 29 | $9.77K | 0.00% | −21−42.0% | Reduced |
| Harbour Investments, Inc. | 27 | $9.10K | 0.00% | −42−60.9% | Reduced |
| Quest 10 Wealth Builders, Inc. | 26 | $8.76K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 25 | $8.42K | 0.01% | −5−16.7% | Reduced |
| Meeder Asset Management Inc | 25 | $8.42K | 0.00% | +18+257.1% | Added |
| Newbridge Financial Services Group, Inc. | 25 | $8.42K | 0.00% | +25 | New |
| Meramec Financial Planners, LLC | 20 | $8.40K | 0.00% | +20 | New |
| Keating Financial Advisory Services, Inc. | 24 | $8.09K | 0.00% | +24 | New |
| Wealth Watch Advisors, INC | 23 | $7.75K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 21 | $7.08K | 0.00% | +11+110.0% | Added |
| Advocate Investing Services LLC | 21 | $7.08K | 0.01% | +21 | New |
| Smithfield Trust Co | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 18 | $6.07K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 18 | $6.07K | 0.00% | +18 | New |
| CBIZ Investment Advisory Services, LLC | 18 | $6.07K | 0.00% | +18 | New |
| Noble Wealth Management PBC | 18 | $6.07K | 0.00% | +18 | New |
| SHP Wealth Management | 17 | $5.73K | 0.00% | +17 | New |
| Strategic Wealth Partners, Ltd. | 16 | $5.39K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 16 | $5.39K | 0.00% | +12+300.0% | Added |
| Bell Investment Advisors, Inc | 15 | $5.05K | 0.00% | −5−25.0% | Reduced |
| Pingora Partners LLC | 15 | $5.05K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 15 | $5.05K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 14 | $4.87K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 14 | $4.72K | 0.00% | +3+27.3% | Added |