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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

Q3 2024 vs. Q2 2024

How the institutions holding Watsco Inc changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of WSO: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders77810789+21
Shares36.1M3.88M35.7M+3.50M (+10.9%)
Value$16.7B$1.80B$17.4B+$2.54B (+17.0%)

10 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (87)

Institutions that held Watsco Inc at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to WSO in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.3,784,832$1.86B0.04%
Qube Research & Technologies Ltd73,843$36.3M0.07%
Bornite Capital Management LP35,000$17.2M3.04%
Renaissance Technologies LLC26,600$13.1M0.02%
B. Metzler seel. Sohn & Co. Holding AG21,723$10.7M0.11%
Woodline Partners LP18,417$9.06M0.08%
Kingdon Capital Management, L.L.C.15,000$7.38M1.08%
Trexquant Investment LP11,415$5.61M0.07%
Quantbot Technologies LP9,259$4.55M0.18%
Engineers Gate Manager LP8,028$3.95M0.08%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund8,019$3.94M0.04%
Polar Asset Management Partners Inc.6,000$2.95M0.07%
Scopus Asset Management, L.P.5,975$2.94M0.09%
Greenland Capital Management LP5,165$2.54M0.46%
Crown Advisors Management, Inc.5,000$2.46M1.58%
Marshall Wace, LLP4,700$2.31M0.00%
Weiss Asset Management LP4,199$2.07M0.05%
Quantitative Investment Management, LLC3,823$1.88M0.19%
Centiva Capital, LP3,445$1.69M0.08%
Deerfield Management Company, L.P. (Series C)3,401$1.67M0.02%
Wolverine Asset Management LLC3,300$1.62M0.03%
Healthcare of Ontario Pension Plan Trust Fund3,270$1.61M0.00%
CoreCap Advisors, LLC3,121$1.53M0.07%
Freemont Management S.A.3,000$1.48M0.77%
Eastern Bank2,974$1.46M0.03%
Oddo BHF Asset Management SAS2,707$1.33M0.07%
Edgestream Partners, L.P.2,634$1.30M0.06%
Crestline Management, LP2,299$1.13M0.06%
Seven Eight Capital, LP2,298$1.13M0.10%
Versor Investments LP2,000$983.8K0.16%
Gsa Capital Partners LLP1,955$962.0K0.07%
Two Sigma Securities, LLC1,549$761.9K0.06%
Sherbrooke Park Advisers LLC1,439$707.8K0.16%
Robertson Stephens Wealth Management, LLC1,351$664.5K0.02%
Twinbeech Capital LP1,323$650.8K0.01%
Sterling Capital Management LLC1,319$648.8K0.01%
Parcion Private Wealth LLC1,314$646.3K0.05%
Baker Avenue Asset Management, LP1,272$625.7K0.02%
Tudor Financial Inc.1,195$587.8K0.36%
Brevan Howard Capital Management LP1,185$582.9K0.03%
Aigen Investment Management, LP1,135$558.3K0.11%
Shell Asset Management Co1,099$541.0K0.02%
Axq Capital, LP1,040$511.6K0.15%
Campbell & CO Investment Adviser LLC840$413.2K0.03%
Impact Partnership Wealth, LLC807$397.0K0.09%
Scientech Research LLC766$376.8K0.08%
Fox Run Management, L.L.C.743$365.5K0.08%
MQS Management LLC699$343.8K0.19%
Taylor Hoffman Capital Management LLC724$342.5K0.13%
SG Americas Securities, LLC573$282.0K0.00%
Nebula Research & Development LLC542$266.6K0.03%
EP Wealth Advisors, LLC539$265.0K0.00%
Prelude Capital Management, LLC513$252.3K0.02%
Keebeck Alpha, LP513$252.3K0.16%
KKM Financial LLC508$249.9K0.12%
Blueshift Asset Management, LLC490$241.0K0.06%
IHT Wealth Management, LLC458$226.0K0.01%
Scotia Capital Inc.445$218.9K0.00%
Metis Global Partners, LLC431$212.0K0.01%
Blue Fin Capital, Inc.422$207.6K0.04%
Headlands Technologies LLC421$207.1K0.02%
AlphaStar Capital Management, LLC414$203.6K0.02%
Koshinski Asset Management, Inc.411$202.2K0.02%
Berry Wealth Group, LP410$201.7K0.14%
Gibbs Wealth Management408$200.7K0.07%
Cove Street Capital, LLC240$118.1K0.09%
Laurel Wealth Advisors LLC111$54.6K0.01%
Flaharty Asset Management, LLC100$49.2K0.01%
Skopos Labs, Inc.98$48.2K0.02%
Ashton Thomas Securities, LLC87$42.8K0.01%
Legacy Investment Solutions, LLC40$21.7K0.01%
Legacy Wealth Managment, LLC40$21.7K0.01%
Bryn Mawr Trust Co39$19.2K0.00%
FSA Wealth Management LLC38$18.6K0.01%
Beacon Capital Management, LLC34$16.7K0.00%
Hemington Wealth Management25$11.0K0.00%
Northwest Investment Counselors, LLC21$10.3K0.00%
Mowery & Schoenfeld Wealth Management, LLC18$8.85K0.01%
Motco16$7.87K0.00%
Mendota Financial Group, LLC13$6.39K0.00%
Peterson Financial Group, Inc.11$5.25K0.02%
Salem Investment Counselors Inc4$1.97K0.00%
Capital Performance Advisors LLP3$1.48K0.00%
Claris Advisors, LLC2$9840.00%
Annapolis Financial Services, LLC1$5170.00%
Plante Moran Financial Advisors, LLC1$4920.00%
Riverview Trust Co1$4920.00%

Sold out (66)

Institutions that held Watsco Inc at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of WSO in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Alyeska Investment Group, L.P.40,363$18.7M
Interval Partners, LP25,344$11.7M
Janney Montgomery Scott LLC22,091$10.2M
Kodai Capital Management LP20,511$9.50M
HRT Financial LP12,754$5.91M
Moore Capital Management, LP10,000$4.63M
Eagle Asset Management Inc9,988$4.61M
Jade Capital Advisors, LLC8,500$3.94M
Jump Financial, LLC5,627$2.61M
SYSTM Wealth Solutions LLC4,389$2.03M
Impax Asset Management Group plc4,021$1.86M
Retireful, LLC3,990$1.85M
Landscape Capital Management, L.L.C.3,190$1.48M
FORA Capital, LLC3,093$1.43M
APG Asset Management N.V.3,000$1.30M
Bellwether Advisors, LLC2,789$1.29M
Atom Investors LP2,303$1.07M
MBB Public Markets I LLC2,300$1.07M
Exchange Traded Concepts, LLC2,029$939.9K
Maxi Investments CY Ltd1,927$893.0K
Skye Global Management LP1,575$729.6K
Bayesian Capital Management, LP1,470$681.0K
Alps Advisors Inc1,460$676.3K
Yarbrough Capital, LLC1,447$670.3K
Vontobel Holding Ltd.1,440$667.1K
Paloma Partners Management Co1,321$611.9K
Capstone Investment Advisors, LLC1,211$561.0K
Symmetry Partners, LLC1,202$557.0K
MJP Associates Inc989$458.2K
Ensemble Capital Management, LLC845$391.4K
Acadian Asset Management LLC807$372.0K
BNP PARIBAS ASSET MANAGEMENT Holding S.A.795$368.0K
Assenagon Asset Management S.A.664$307.6K
Teacher Retirement System of Texas660$306.0K
Simplicity Wealth,LLC639$296.0K
Lake Street Financial LLC621$287.7K
Nomura Holdings Inc581$269.1K
Banque Cantonale Vaudoise525$244.0K
Beaumont Financial Advisors, LLC526$243.7K
HighPoint Advisor Group LLC502$242.0K
Glenmede Trust Co NA443$205.2K
Dark Forest Capital Management LP440$203.8K
RFP Financial Group LLC386$178.8K
Gradient Investments LLC234$108.5K
Ashton Thomas Private Wealth, LLC132$61.1K
Fred Alger Management, LLC116$53.7K
Strategic Financial Concepts, LLC23,543$49.0K
Opal Wealth Advisors, LLC96$44.5K
VisionPoint Advisory Group, LLC90$41.7K
Wetzel Investment Advisors, Inc.59$25.5K
Innealta Capital, LLC39$18.1K
Studio Investment Management LLC38$17.6K
Sound Income Strategies, LLC29$13.4K
Triad Wealth Partners, LLC26$12.0K
Pin Oak Investment Advisors Inc15$7.00K
Castleview Partners, LLC12$5.56K
Pineridge Advisors LLC12$5.56K
Hazlett, Burt & Watson, Inc.10$5.00K
ZRC Wealth Management, LLC7$3.24K
Abich Financial Wealth Management LLC7$3.24K
Orion Capital Management LLC5$2.32K
Hallmark Capital Management Inc4$1.85K
Cornerstone Planning Group LLC2$923
Rakuten Securities, Inc.1$463
Beaird Harris Wealth Management, LLC0$47
First Command Advisory Services, Inc.1$0

Not filed for Q3 2024 yet (10)

Institutions that held Watsco Inc at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WSO in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.3,761,294$1.74B
Benjamin F. Edwards & Company, Inc.101,381$47.0M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)8,119$3.76M
Girard Partners Ltd.4,558$2.11M
Heritage Wealth Management, LLC953$441.7K
Taylor Hoffman Wealth Management724$334.5K
Relative Value Partners Group, LLC621$287.7K
JJJ Advisors Inc.163$75.5K
Institutional & Family Asset Management, LLC22$10.2K
Sofos Investments, Inc.1$463