WatscoWSO
13F holders, Q4 2025 (December 31)767holders −12
77new positions
108sold out
9famous investors
$337.26avg. 13F price*
At the end of Q4 2025, 767 institutions reported holding Watsco Inc. (WSO) in their 13F filings, down 12 from Q3 2025. 77 opened new positions and 108 sold out. The largest holders were Capital International Investors ($1.6B), BlackRock, Inc. ($1.2B) and Vanguard Group Inc. ($1.2B). 9 famous investors held it, including Tom Gayner (1.6% of Markel Group's portfolio), Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- Watsco Inc.
- CUSIP
- 942622200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $62.4M |
| Exits | 108 | $274.3M |
All 13F filers, Q3 2025 → Q4 2025: 4,794,054 shares bought and 3,925,399 shares sold, net +868,655 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 767 holders
| Capital International Investors | 0.25% | Add +103.1% | 4,642,893 | $1.6B |
| BlackRock, Inc. | 0.02% | Reduce -1.5% | 3,685,280 | $1.2B |
| Vanguard Group Inc. | 0.02% | Reduce -0.8% | 3,523,522 | $1.2B |
| FMR LLC | 0.03% | Reduce -34.5% | 1,966,899 | $662.7M |
| Charles Schwab Investment Management Inc. | 0.08% | Add +3.1% | 1,559,965 | $525.6M |
| Kayne Anderson Rudnick Investment Management LLC | 1.27% | Reduce -9.0% | 1,406,884 | $474.0M |
| State Street Corp. | 0.01% | Add +0.2% | 1,240,636 | $418.0M |
| Baillie Gifford & Co. | 0.26% | Reduce -2.8% | 917,492 | $309.1M |
| Morgan Stanley | 0.02% | Add +34.6% | 824,866 | $277.9M |
| Blair William & Co. | 0.61% | Reduce -15.6% | 675,440 | $227.6M |
| Geode Capital Management, LLC | 0.01% | Add +0.8% | 638,014 | $214.4M |
| Markel Group | 1.55% | Add +2.2% | 577,669 | $194.6M |
| DAVENPORT & Co LLC | 0.86% | Add +31.8% | 470,177 | $159.3M |
| Capital World Investors | 0.02% | Reduce -31.5% | 434,018 | $146.2M |
| Wells Fargo & Company | 0.03% | Reduce -5.8% | 426,355 | $143.7M |
| Two Sigma Investments, LP | 0.22% | Add +133.9% | 404,803 | $136.4M |
| Captrust Financial Advisors | 0.25% | Add +1.6% | 396,514 | $133.6M |
| Raymond James Financial Inc. | 0.04% | Reduce -3.8% | 393,870 | $132.7M |
| Neuberger Berman Group LLC | 0.10% | Reduce -20.6% | 382,845 | $129.0M |
| Hamlin Capital Management, LLC | 2.75% | Reduce -16.1% | 340,322 | $114.7M |
| Norges Bank | 0.01% | — | 328,989 | $110.9M |
| Northern Trust Corp. | 0.01% | Reduce -2.9% | 319,162 | $107.5M |
| Renaissance Technologies | 0.16% | Add +120.9% | 305,280 | $102.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -9.7% | 304,763 | $102.7M |
| Bahl & Gaynor LLC | 0.44% | Add +1.0% | 260,786 | $87.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -16.9% | 254,200 | $85.7M |
| Two Sigma Advisers, LP | 0.15% | Add +292.9% | 234,580 | $79.0M |
| Caledonia Investments PLC | 8.70% | Add +6.2% | 232,927 | $78.5M |
| Brown Brothers Harriman & Co. | 0.42% | Add +15.7% | 230,992 | $77.8M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.9% | 225,247 | $75.9M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -21.0% | 218,586 | $73.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -31.9% | 214,802 | $72.4M |
| Bank of America Corp. | 0.01% | Add +41.8% | 213,603 | $72.0M |
| Welch & Forbes LLC | 0.86% | Reduce -1.2% | 210,718 | $71.0M |
| UBS Group AG | 0.01% | Add +64.1% | 186,875 | $63.0M |
| Schwartz Investment Counsel Inc. | 1.97% | Add +39.3% | 167,185 | $56.3M |
| Vantage Investment Partners, LLC | 3.74% | Add +70.0% | 166,172 | $56.0M |
| Jacobs Levy Equity Management, Inc. | 0.20% | Add +31.0% | 152,445 | $51.4M |
| Wellington Management Group LLP | 0.01% | Reduce -20.3% | 149,006 | $50.2M |
| Corient Private Wealth LP | 0.07% | Reduce -6.8% | 145,405 | $49.0M |
| Benjamin Edwards Inc. | 0.54% | Reduce -1.0% | 145,131 | $48.9M |
| Royal Bank of Canada | 0.01% | Reduce -39.8% | 137,656 | $46.4M |
| Epoch Investment Partners, Inc. | 0.26% | Add +328.4% | 135,131 | $45.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -0.4% | 128,578 | $43.3M |
| Citigroup Inc. | 0.03% | Add +323.5% | 125,098 | $42.2M |
| Voloridge Investment Management, LLC | 0.14% | Add +89.5% | 120,497 | $40.6M |
| King Luther Capital Management Corp. | 0.16% | Reduce -11.8% | 116,986 | $39.4M |
| Conestoga Capital Advisors, LLC | 0.66% | Add +22.4% | 115,568 | $38.9M |
| AEGON ASSET MANAGEMENT UK Plc | 0.46% | Reduce -5.9% | 114,004 | $38.4M |
| Employees Retirement System of Texas | 0.36% | Add +1869.2% | 112,601 | $37.9M |
| GW&K Investment Management, LLC | 0.32% | Reduce -0.9% | 110,221 | $37.1M |
| Donaldson Capital Management, LLC | 1.18% | Reduce -11.9% | 109,931 | $37.0M |
| Baird Financial Group, Inc. | 0.06% | Add +3.9% | 109,609 | $36.9M |
| Stifel Financial Corp. | 0.03% | Reduce -8.3% | 103,504 | $34.9M |
| Rhumbline Advisers | 0.03% | Add +0.3% | 103,364 | $34.8M |
| Legal & General Group Plc | 0.01% | Reduce -7.6% | 100,452 | $33.8M |
| Swiss National Bank | 0.02% | Reduce -5.0% | 95,644 | $32.2M |
| Dearborn Partners LLC | 1.59% | Reduce -3.3% | 94,731 | $31.9M |
| Anchor Capital Advisors LLC | 0.83% | Add +8.1% | 85,392 | $28.8M |
| Howland Capital Management LLC | 1.07% | Reduce -8.0% | 83,861 | $28.3M |
| Wilkinson Global Asset Management LLC | 1.82% | Reduce -3.4% | 78,925 | $26.6M |
| Invesco Ltd. | 0.00% | Add +6.6% | 78,336 | $26.4M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.8% | 77,763 | $26.2M |
| Alps Advisors Inc. | 0.14% | New | 70,772 | $23.8M |
| HRT Financial LP | 0.08% | Add +604.3% | 70,744 | $23.8M |
| Baskin Financial Services Inc. | 1.79% | Reduce -0.9% | 70,562 | $23.8M |
| Riverbridge Partners LLC | 0.44% | Reduce -19.6% | 69,410 | $23.4M |
| Geneva Capital Management LLC | 0.43% | Add +3.5% | 67,519 | $22.8M |
| Curi Capital, LLC | 0.39% | Reduce -2.0% | 66,985 | $22.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -4.6% | 66,680 | $22.5M |
| Capital Advisors Inc. | 0.36% | Add +5.6% | 66,377 | $22.4M |
| Deutsche Bank AG | 0.01% | Reduce -0.4% | 64,048 | $21.6M |
| Nomura Asset Management International Inc. | 0.03% | — | 63,493 | $21.4M |
| D. E. Shaw & Co. | 0.02% | Reduce -40.9% | 62,727 | $21.1M |
| Citadel Advisors | 0.01% | Reduce -42.4% | 61,757 | $20.8M |
| Nuveen, LLC | 0.01% | Reduce -1.5% | 61,067 | $20.6M |
| Tudor Investment Corporation | 0.12% | Add +655.6% | 61,054 | $20.6M |
| Fenimore Asset Management Inc | 0.43% | Reduce -13.9% | 60,859 | $20.5M |
| California Public Employees Retirement System | 0.01% | Add +23.2% | 59,125 | $19.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.05% | Reduce -46.5% | 58,932 | $19.9M |
| Capital International, Inc. | 0.16% | Add +219.8% | 58,462 | $19.7M |
| Nordea Investment Management AB | 0.02% | Reduce -0.8% | 56,815 | $19.4M |
| Natixis Advisors, LLC | 0.03% | Reduce -9.1% | 56,976 | $19.2M |
| DekaBank Deutsche Girozentrale | 0.03% | No change | 38,869 | $19.1M |
| California State Teachers Retirement System | 0.02% | Add +1.9% | 56,240 | $19.0M |
| Russell Investments Group, Ltd. | 0.02% | Add +23.7% | 55,827 | $18.8M |
| Dudley & Shanley, Inc. | 3.02% | Add +41.5% | 55,692 | $18.8M |
| Amundi | 0.01% | Add +52.0% | 55,352 | $18.7M |
| Premier Fund Managers Ltd | 1.06% | Reduce -19.3% | 53,562 | $18.4M |
| Retirement Systems of Alabama | 0.06% | Reduce -0.5% | 54,061 | $18.2M |
| Swedbank AB | 0.02% | Reduce -38.0% | 52,345 | $17.6M |
| Barclays PLC | 0.01% | Reduce -6.1% | 52,285 | $17.6M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -63.0% | 50,912 | $17.2M |
| Alliancebernstein L.P. | 0.01% | Add +0.8% | 48,337 | $16.3M |
| Intech Investment Management LLC | 0.14% | Add +93.6% | 47,042 | $15.9M |
| Pembroke Management, LTD | 1.63% | Reduce -33.3% | 46,803 | $15.8M |
| Victory Capital Management Inc. | 0.01% | Add +4.5% | 46,022 | $15.5M |
| Comerica Bank | 0.06% | Add +36.3% | 45,756 | $15.4M |
| Federated Hermes, Inc. | 0.03% | Add +127.7% | 45,437 | $15.3M |
| Heartland Advisors Inc. | 0.82% | Add +22.6% | 45,151 | $15.2M |
"% of holder's portfolio" is WSO's weight in each manager's 13F, not the share of Watsco Inc. the manager owns.