WatscoWSO
13F holders, Q1 2025 (March 31)840holders +18
77new positions
62sold out
7famous investors
$508.03avg. 13F price*
At the end of Q1 2025, 840 institutions reported holding Watsco Inc. (WSO) in their 13F filings, up 18 from Q4 2024. 77 opened new positions and 62 sold out. The largest holders were BlackRock, Inc. ($1.9B), Vanguard Group Inc. ($1.8B) and FMR LLC ($1.7B). 7 famous investors held it, including Tom Gayner (2.7% of Markel Group's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Watsco Inc.
- CUSIP
- 942622200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $113.5M |
| Exits | 62 | $161.5M |
All 13F filers, Q4 2024 → Q1 2025: 1,873,763 shares bought and 1,497,991 shares sold, net +375,772 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 840 holders
| BlackRock, Inc. | 0.04% | Reduce -0.3% | 3,723,348 | $1.9B |
| Vanguard Group Inc. | 0.03% | Reduce -1.4% | 3,568,862 | $1.8B |
| FMR LLC | 0.11% | Reduce -1.8% | 3,407,807 | $1.7B |
| Kayne Anderson Rudnick Investment Management LLC | 1.94% | Add +0.5% | 1,557,610 | $791.7M |
| Charles Schwab Investment Management Inc. | 0.14% | Add +6.0% | 1,454,512 | $739.1M |
| State Street Corp. | 0.03% | Add +1.3% | 1,238,087 | $629.3M |
| Baillie Gifford & Co. | 0.45% | Reduce -7.2% | 1,019,100 | $518.0M |
| Blair William & Co. | 1.25% | Add +5.7% | 814,712 | $414.1M |
| Geode Capital Management, LLC | 0.03% | Add +5.0% | 761,504 | $386.4M |
| Morgan Stanley | 0.02% | Add +9.7% | 668,764 | $339.9M |
| Capital World Investors | 0.05% | Reduce -0.8% | 634,018 | $322.3M |
| Markel Group | 2.67% | No change | 590,500 | $300.2M |
| Neuberger Berman Group LLC | 0.24% | Reduce -6.1% | 559,574 | $284.4M |
| JPMorgan Chase & Co. | 0.02% | Add +4.0% | 496,428 | $252.3M |
| Goldman Sachs Group Inc. | 0.05% | Add +62.9% | 468,875 | $238.3M |
| Wells Fargo & Company | 0.06% | Reduce -1.8% | 458,265 | $232.9M |
| Captrust Financial Advisors | 0.49% | Add +640.6% | 387,870 | $197.2M |
| Raymond James Financial Inc. | 0.07% | Add +1.1% | 375,803 | $191.0M |
| Hamlin Capital Management, LLC | 4.27% | Add +1.8% | 351,271 | $178.6M |
| Northern Trust Corp. | 0.03% | Add +0.7% | 335,584 | $170.6M |
| Wellington Management Group LLP | 0.03% | Reduce -6.7% | 330,179 | $167.8M |
| Bank of New York Mellon Corp | 0.03% | Reduce -4.0% | 328,303 | $166.9M |
| DAVENPORT & Co LLC | 0.97% | Reduce -0.9% | 324,796 | $164.5M |
| Citadel Advisors | 0.15% | Add +80.1% | 291,079 | $148.0M |
| Bahl & Gaynor LLC | 0.75% | Add +15.4% | 290,327 | $147.6M |
| Envestnet Asset Management Inc. | 0.04% | Add +3.1% | 268,284 | $136.4M |
| Lord, Abbett & Co. LLC | 0.46% | Add +8.8% | 240,086 | $122.0M |
| Royal Bank of Canada | 0.03% | Add +0.7% | 229,597 | $116.7M |
| Barclays PLC | 0.05% | Reduce -4.8% | 226,213 | $115.0M |
| Dimensional Fund Advisors LP | 0.03% | Add +2.0% | 223,357 | $113.5M |
| Welch & Forbes LLC | 1.41% | Reduce -0.9% | 212,257 | $107.9M |
| Caledonia Investments PLC | 11.50% | No change | 194,427 | $98.9M |
| Norges Bank | 0.01% | Reduce -25.2% | 186,647 | $94.9M |
| Bank of America Corp. | 0.01% | Add +31.7% | 186,585 | $94.8M |
| Squarepoint Ops LLC | 0.20% | Add +264.3% | 163,006 | $82.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.20% | Reduce -41.6% | 153,258 | $77.9M |
| Williams Jones Wealth Management, LLC. | 0.95% | Add +1.4% | 146,406 | $74.4M |
| Brown Brothers Harriman & Co. | 0.52% | Add +10.4% | 146,195 | $74.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +11.3% | 145,060 | $73.7M |
| Corient Private Wealth LP | 0.12% | Reduce -9.1% | 143,508 | $72.9M |
| UBS Group AG | 0.02% | Add +0.1% | 138,419 | $70.4M |
| King Luther Capital Management Corp. | 0.31% | Add +2.9% | 130,494 | $66.3M |
| Benjamin Edwards Inc. | 0.90% | Add +15.9% | 126,107 | $64.1M |
| Handelsbanken Fonder AB | 0.26% | Add +0.8% | 123,458 | $62.8M |
| First Trust Advisors LP | 0.05% | Reduce -5.6% | 115,313 | $58.6M |
| Howland Capital Management LLC | 2.60% | Reduce -3.4% | 114,824 | $58.4M |
| GW&K Investment Management, LLC | 0.54% | Add +0.5% | 114,713 | $58.3M |
| AEGON ASSET MANAGEMENT UK Plc | 0.83% | Reduce -19.1% | 112,565 | $57.0M |
| Invesco Ltd. | 0.01% | Reduce -41.8% | 109,733 | $55.8M |
| Baird Financial Group, Inc. | 0.11% | Reduce -2.4% | 107,925 | $54.9M |
| Legal & General Group Plc | 0.01% | Reduce -0.1% | 107,767 | $54.8M |
| Jacobs Levy Equity Management, Inc. | 0.22% | New | 107,290 | $54.5M |
| Rhumbline Advisers | 0.05% | Reduce -0.5% | 105,845 | $53.8M |
| Conestoga Capital Advisors, LLC | 0.81% | Add +7.5% | 105,192 | $53.5M |
| Riverbridge Partners LLC | 0.84% | Reduce -8.8% | 103,523 | $52.6M |
| Stifel Financial Corp. | 0.06% | Reduce -1.7% | 101,696 | $51.7M |
| Premier Fund Managers Ltd | 1.87% | Add +0.0% | 100,035 | $50.1M |
| Swiss National Bank | 0.04% | No change | 98,244 | $49.9M |
| Wilkinson Global Asset Management LLC | 2.77% | Add +0.1% | 87,168 | $44.3M |
| Natixis Advisors, LLC | 0.08% | Reduce -2.3% | 86,910 | $44.2M |
| Principal Financial Group Inc. | 0.02% | Add +1.4% | 85,964 | $43.7M |
| Anchor Capital Advisors LLC | 1.24% | Reduce -4.2% | 81,708 | $41.5M |
| Nuveen, LLC | 0.01% | — | 81,089 | $41.2M |
| Marshall Wace, LLP | 0.05% | Add +343.3% | 78,915 | $40.1M |
| Dearborn Partners LLC | 1.89% | Reduce -17.9% | 77,608 | $39.4M |
| Curi Capital, LLC | 0.96% | Reduce -3.1% | 76,139 | $38.7M |
| Swedbank AB | 0.05% | Reduce -27.1% | 75,731 | $38.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -0.6% | 68,220 | $34.7M |
| Baskin Financial Services Inc. | 2.79% | Reduce -0.2% | 67,541 | $34.3M |
| Geneva Capital Management LLC | 0.63% | Add +4.8% | 66,056 | $33.6M |
| Schwartz Investment Counsel Inc. | 1.15% | Add +8.2% | 66,000 | $33.5M |
| CANADA LIFE ASSURANCE Co | 0.06% | Reduce -2.7% | 65,447 | $33.3M |
| TimesSquare Capital Management, LLC | 0.52% | Reduce -30.2% | 63,075 | $32.1M |
| Allspring Global Investments Holdings, LLC | 0.05% | Reduce -25.0% | 60,575 | $31.0M |
| Capital Advisors Inc. | 0.61% | Add +1.1% | 59,909 | $30.5M |
| Fenimore Asset Management Inc | 0.63% | Add +0.4% | 58,405 | $29.7M |
| EULAV Asset Management | 0.70% | No change | 55,900 | $28.4M |
| Deutsche Bank AG | 0.01% | Add +0.8% | 55,391 | $28.2M |
| California Public Employees Retirement System | 0.02% | Reduce -3.7% | 54,616 | $27.8M |
| Retirement Systems of Alabama | 0.11% | Add +0.1% | 54,538 | $27.7M |
| Macquarie Group Ltd. | 0.03% | Reduce -14.3% | 53,707 | $27.3M |
| Nordea Investment Management AB | 0.03% | Add +17.1% | 54,617 | $27.3M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Reduce -1.4% | 53,643 | $27.3M |
| Worldquant Millennium Advisors LLC | 0.17% | Add +180.3% | 53,280 | $27.1M |
| Franklin Resources Inc. | 0.01% | Add +6.3% | 53,071 | $27.0M |
| California State Teachers Retirement System | 0.03% | Add +0.5% | 51,831 | $26.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -42.8% | 50,588 | $25.7M |
| Citigroup Inc. | 0.02% | Reduce -6.4% | 49,197 | $25.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -1.8% | 48,992 | $24.9M |
| Jennison Associates LLC | 0.02% | Reduce -37.6% | 48,877 | $24.8M |
| Sei Investments Co. | 0.03% | Add +1.7% | 47,374 | $24.1M |
| Motley Fool Asset Management LLC | 1.29% | Reduce -15.1% | 45,175 | $23.0M |
| Bradley Foster & Sargent Inc. | 0.38% | Reduce -7.3% | 43,460 | $22.1M |
| Gotham Asset Management | 0.18% | Add +55.3% | 42,056 | $21.4M |
| Russell Investments Group, Ltd. | 0.03% | Add +141.7% | 40,734 | $20.7M |
| Bath Savings Trust Co | 2.07% | Reduce -0.5% | 39,314 | $20.0M |
| Ameriprise Financial Inc. | 0.01% | Add +5.3% | 39,281 | $20.0M |
| Grace & White Inc. | 3.85% | Reduce -0.2% | 39,130 | $19.9M |
| AXA S.A. | 0.07% | Add +11.2% | 38,781 | $19.7M |
| Corebridge Financial, Inc. | 0.11% | Reduce -2.4% | 38,469 | $19.6M |
"% of holder's portfolio" is WSO's weight in each manager's 13F, not the share of Watsco Inc. the manager owns.