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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2025: 768 institutions
Q1 2021: 464 institutionsQ2 2021: 475 institutionsQ3 2021: 478 institutionsQ4 2021: 521 institutionsQ1 2022: 495 institutionsQ2 2022: 516 institutionsQ3 2022: 538 institutionsQ4 2022: 568 institutionsQ1 2023: 615 institutionsQ2 2023: 677 institutionsQ3 2023: 683 institutionsQ4 2023: 727 institutionsQ1 2024: 746 institutionsQ2 2024: 778 institutionsQ3 2024: 789 institutionsQ4 2024: 822 institutionsQ1 2025: 840 institutionsQ2 2025: 807 institutionsQ3 2025: 780 institutionsQ4 2025: 768 institutionsQ1 2026: 772 institutionsQ2 2026: 787 institutions
Value heldQ4 2025: $12.6B
Q1 2021: $8.06BQ2 2021: $8.80BQ3 2021: $8.12BQ4 2021: $9.61BQ1 2022: $9.46BQ2 2022: $7.74BQ3 2022: $8.59BQ4 2022: $8.51BQ1 2023: $11.0BQ2 2023: $13.5BQ3 2023: $13.7BQ4 2023: $15.3BQ1 2024: $15.6BQ2 2024: $16.7BQ3 2024: $17.4BQ4 2024: $16.8BQ1 2025: $17.9BQ2 2025: $15.3BQ3 2025: $14.6BQ4 2025: $12.6BQ1 2026: $13.9BQ2 2026: $15.7B
Institutions holding WSO and their total value by quarter
QuarterHoldersValue
Q2 2026787$15.7B
Q1 2026772$13.9B
Q4 2025768$12.6B
Q3 2025780$14.6B
Q2 2025807$15.3B
Q1 2025840$17.9B
Q4 2024822$16.8B
Q3 2024789$17.4B
Q2 2024778$16.7B
Q1 2024746$15.6B
Q4 2023727$15.3B
Q3 2023683$13.7B
Q2 2023677$13.5B
Q1 2023615$11.0B
Q4 2022568$8.51B
Q3 2022538$8.59B
Q2 2022516$7.74B
Q1 2022495$9.46B
Q4 2021521$9.61B
Q3 2021478$8.12B
Q2 2021475$8.80B
Q1 2021464$8.06B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q3 2025.

Institutions holding WSO in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Leonteq Securities AG12$4.04K0.00%00.0%Unchanged
Sunbelt Securities, Inc.12$4.04K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC12$4.04K0.00%00.0%Unchanged
Addison Advisors LLC11$3.71K0.00%−1−8.3%Reduced
Wolff Wiese Magana LLC11$3.71K0.00%00.0%Unchanged
Financial Consulate, Inc11$3.71K0.00%+11New
Grove Bank & Trust11$3.71K0.00%00.0%Unchanged
Sound Income Strategies, LLC9$3.43K0.00%+9New
Walleye Trading LLC10$3.37K0.00%−142−93.4%Reduced
First Command Advisory Services, Inc.10$3.37K0.00%00.0%Unchanged
Hilton Head Capital Partners, LLC9$3.03K0.00%+9New
Transamerica Financial Advisors, Inc.8$2.70K0.00%−2−20.0%Reduced
Copia Wealth Management8$2.70K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC8$2.70K0.00%+4+100.0%Added
LGT Financial Advisors LLC8$2.67K0.02%00.0%Unchanged
Tucker Asset Management LLC7$2.36K0.00%+7New
Cornerstone Planning Group LLC6$2.31K0.00%+6New
Private Wealth Management Group, LLC6$2.02K0.00%−6−50.0%Reduced
Annis Gardner Whiting Capital Advisors, LLC6$2.02K0.00%+1+20.0%Added
Hughes Financial Services, LLC6$2.02K0.00%+2+50.0%Added
CVA Family Office, LLC6$2.02K0.00%+5+500.0%Added
Zions Bancorporation, National Association6$2.02K0.00%+6New
First Pacific Financial5$1.70K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.5$1.69K0.00%−1−16.7%Reduced
Johnson Financial Group, Inc.5$1.69K0.00%+5New
Essential Partners LLC5$1.69K0.00%+5New
Turning Point Benefit Group, Inc.5$1.68K0.00%+5New
Signature Equity Partners, LLC4$1.42K0.00%+4New
SJS Investment Consulting Inc.4$1.35K0.00%−70−94.6%Reduced
Imprint Wealth LLC4$1.35K0.01%−8−66.7%Reduced
Crewe Advisors LLC4$1.35K0.00%00.0%Unchanged
Aspect Partners, LLC4$1.35K0.00%00.0%Unchanged
MV Capital Management, Inc.4$1.35K0.00%+1+33.3%Added
South State Corp.4$1.35K0.00%+4New
Spire Wealth Management3$1.18K0.00%−17−85.0%Reduced
Financial Management Professionals, Inc.3$1.01K0.00%00.0%Unchanged
Key Financial Inc3$1.01K0.00%00.0%Unchanged
Cromwell Holdings LLC3$1.01K0.00%+3New
Cornerstone Financial Management LLC3$1.01K0.00%+3New
CX Institutional4$1.00K0.00%+4New
Quent Capital, LLC2$7310.00%00.0%Unchanged
Lloyd Advisory Services, LLC.2$7310.00%+2New
SBI Securities Co., Ltd.2$6740.00%−9−81.8%Reduced
True Wealth Design, LLC2$6740.00%−3−60.0%Reduced
Raffa Wealth Management, LLC2$6740.00%00.0%Unchanged
DecisionPoint Financial, LLC2$6740.00%00.0%Unchanged
PFS Partners, LLC2$6740.00%00.0%Unchanged
Sachetta, LLC2$6740.00%00.0%Unchanged
Principia Wealth Advisory, LLC2$6740.00%00.0%Unchanged
Millstone Evans Group, LLC2$6740.00%00.0%Unchanged
Sunrise Financial Services, LLC2$6740.00%+2New
Basecamp Wealth Advisors LLC2$6740.00%+2New
Bay Harbor Wealth Management, LLC2$6730.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.2$6730.00%+2New
Valued Wealth Advisors LLC1$3370.00%−1−50.0%Reduced
Seneschal Advisors, LLC1$3370.00%00.0%Unchanged
S&T Bank1$3370.00%00.0%Unchanged
Rakuten Securities, Inc.1$3370.00%00.0%Unchanged
Rothschild Investment LLC1$3370.00%+1New
Litman Gregory Asset Management LLC1$3370.00%+1New
Triumph Capital Management1$3370.00%+1New
Quaker Wealth Management, LLC1$3370.00%+1New
American Capital Advisory, LLC1$3370.00%+1New
Key Capital Management, INC1$3370.00%+1New
1015 Capital Partners, LLC1$3370.00%+1New
Dunhill Financial, LLC1$2860.00%+1New
Raleigh Capital Management Inc.0$230.00%0Unchanged
Coston, McIsaac & Partners2$00.00%00.0%Unchanged
Holocene Advisors, LP0$00.00%−99,389−100.0%Sold out
TimesSquare Capital Management, LLC0$00.00%−71,917−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−66,395−100.0%Sold out
Lord, Abbett & Co. LLC0$00.00%−61,500−100.0%Sold out
EULAV Asset Management0$00.00%−55,900−100.0%Sold out
Broad Bay Capital Management, LP0$00.00%−50,940−100.0%Sold out
T. Rowe Price Investment Management, Inc.0$00.00%−42,586−100.0%Sold out
Walleye Capital LLC0$00.00%−40,097−100.0%Sold out
Mackenzie Financial Corp0$00.00%−35,188−100.0%Sold out
Buck Wealth Strategies, LLC0$00.00%−22,655−100.0%Sold out
Jain Global LLC0$00.00%−17,230−100.0%Sold out
Nicholas Company, Inc.0$00.00%−14,018−100.0%Sold out
Andra AP-fonden0$00.00%−13,508−100.0%Sold out
Natixis0$00.00%−9,918−100.0%Sold out
IFM Investors Pty Ltd0$00.00%−6,999−100.0%Sold out
Engineers Gate Manager LP0$00.00%−5,509−100.0%Sold out
Campbell Capital Management Inc0$00.00%−3,850−100.0%Sold out
Prime Capital Investment Advisors, LLC0$00.00%−3,675−100.0%Sold out
Confluence Wealth Services, Inc.0$00.00%−3,062−100.0%Sold out
Oddo BHF Asset Management SAS0$00.00%−2,576−100.0%Sold out
Generali Asset Management SPA SGR0$00.00%−2,548−100.0%Sold out
Freestone Grove Partners LP0$00.00%−2,493−100.0%Sold out
Roundview Capital LLC0$00.00%−2,346−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−1,967−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−1,834−100.0%Sold out
Endeavor Private Wealth, Inc.0$00.00%−1,655−100.0%Sold out
Summit Wealth Group LLC0$00.00%−1,771−100.0%Sold out
Catalytic Wealth RIA, LLC0$00.00%−1,589−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−1,521−100.0%Sold out
Semanteon Capital Management, LP0$00.00%−1,404−100.0%Sold out
Ci Investments Inc.0$00.00%−1,361−100.0%Sold out
Lombard Odier Asset Management (USA) Corp0$00.00%−1,317−100.0%Sold out