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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, Q3 2024

Institutional positions in Watsco Inc as of Sep 30, 2024. 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
789
+21 vs. Q2 2024
Shares held
35.7M
+3.50M (+10.9%) vs. Q2 2024
Total value
$17.4B
+$2.54B (+17.0%) vs. Q2 2024
New holders
87
296 more added
Sold out
66
290 more reduced

10 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: 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 holdersQ3 2024: 789 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 heldQ3 2024: $17.4B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q2 2024.

Institutions holding WSO in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth1$00.00%00.0%Unchanged
TFC Financial Management1$4920.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC1$4920.00%+1New
Riverview Trust Co1$4920.00%+1New
Annapolis Financial Services, LLC1$5170.00%+1New
Key Financial Inc2$9840.00%−24−92.3%Reduced
BOK Financial Private Wealth, Inc.2$9840.00%00.0%Unchanged
Valued Wealth Advisors LLC2$9840.00%00.0%Unchanged
Longfellow Investment Management Co LLC2$9840.00%00.0%Unchanged
Raffa Wealth Management, LLC2$9840.00%00.0%Unchanged
Claris Advisors, LLC2$9840.00%+2New
Financial Management Professionals, Inc.3$1.00K0.00%00.0%Unchanged
Hexagon Capital Partners LLC3$1.48K0.00%−2−40.0%Reduced
True Wealth Design, LLC3$1.48K0.00%00.0%Unchanged
Capital Performance Advisors LLP3$1.48K0.00%+3New
Sachetta, LLC4$1.97K0.00%−4−50.0%Reduced
Crewe Advisors LLC4$1.97K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC4$1.97K0.00%00.0%Unchanged
Salem Investment Counselors Inc4$1.97K0.00%+4New
Quent Capital, LLC5$2.51K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$2.95K0.00%00.0%Unchanged
Tucker Asset Management LLC7$3.44K0.00%−5−41.7%Reduced
Riggs Asset Managment Co. Inc.7$3.44K0.00%00.0%Unchanged
SJS Investment Consulting Inc.8$3.94K0.00%00.0%Unchanged
Meeder Asset Management Inc9$4.43K0.00%−17−65.4%Reduced
FSC Wealth Advisors, LLC10$4.92K0.00%00.0%Unchanged
Westside Investment Management, Inc.11$5.18K0.00%00.0%Unchanged
Peterson Financial Group, Inc.11$5.25K0.02%+11New
Addison Advisors LLC11$5.41K0.00%00.0%Unchanged
Sunbelt Securities, Inc.12$5.90K0.00%00.0%Unchanged
Pathway Financial Advisers, LLC12$5.95K0.00%−14−53.8%Reduced
Farmers & Merchants Investments Inc13$6.39K0.00%−1−7.1%Reduced
Mendota Financial Group, LLC13$6.39K0.00%+13New
ESL Trust Services, LLC14$6.89K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group15$7.38K0.00%00.0%Unchanged
Pingora Partners LLC15$7.38K0.01%00.0%Unchanged
Coppell Advisory Solutions LLC15$7.44K0.00%+2+15.4%Added
Motco16$7.87K0.00%+16New
Aspire Private Capital, LLC18$8.85K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc18$8.85K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC18$8.85K0.01%+18New
Spire Wealth Management20$9.84K0.00%−22−52.4%Reduced
St Germain D J Co Inc20$9.84K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC20$9.84K0.00%00.0%Unchanged
Smithfield Trust Co20$10.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc21$10.3K0.00%−7−25.0%Reduced
Ancora Advisors, LLC21$10.3K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC21$10.3K0.00%+21New
TD Waterhouse Canada Inc.21$10.4K0.00%00.0%Unchanged
Hemington Wealth Management25$11.0K0.00%+25New
Godsey & Gibb Associates24$11.8K0.00%−262−91.6%Reduced
Private Wealth Management Group, LLC24$11.8K0.00%00.0%Unchanged
Criterion Capital Advisors, LLC26$12.0K0.01%00.0%Unchanged
Fortitude Family Office, LLC25$12.3K0.00%+12+92.3%Added
Bell Investment Advisors, Inc26$12.8K0.00%00.0%Unchanged
CVA Family Office, LLC29$14.3K0.00%+11+61.1%Added
Manchester Capital Management LLC32$15.7K0.00%−2−5.9%Reduced
Beacon Capital Management, LLC34$16.7K0.00%+34New
Rosenberg Matthew Hamilton35$17.2K0.00%00.0%Unchanged
Main Street Group, LTD35$17.2K0.01%00.0%Unchanged
WR Wealth Planners, LLC35$17.2K0.00%+8+29.6%Added
FSA Wealth Management LLC38$18.6K0.01%+38New
Bryn Mawr Trust Co39$19.2K0.00%+39New
McIlrath & Eck, LLC40$19.7K0.00%00.0%Unchanged
Legacy Bridge, LLC40$19.7K0.01%00.0%Unchanged
Contravisory Investment Management, Inc.41$20.2K0.00%00.0%Unchanged
Solstein Capital, LLC42$20.7K0.01%00.0%Unchanged
Legacy Investment Solutions, LLC40$21.7K0.01%+40New
Legacy Wealth Managment, LLC40$21.7K0.01%+40New
RE Dickinson Investment Advisors, LLC44$21.8K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC46$22.6K0.00%+1+2.2%Added
Global Financial Private Client, LLC47$23.1K0.01%00.0%Unchanged
PSI Advisors, LLC50$24.6K0.01%00.0%Unchanged
Bogart Wealth, LLC50$24.6K0.00%+14+38.9%Added
Harbour Investments, Inc.53$26.1K0.00%−41−43.6%Reduced
First PREMIER Bank59$29.0K0.01%00.0%Unchanged
Broadwater Capital Management LLC60$29.5K0.02%00.0%Unchanged
Hall Laurie J Trustee60$30.0K0.01%00.0%Unchanged
West Branch Capital LLC63$31.1K0.01%00.0%Unchanged
Armstrong Advisory Group, Inc65$32.0K0.00%00.0%Unchanged
Hartford Financial Management Inc.69$33.9K0.01%+14+25.5%Added
Versant Capital Management, Inc80$39.4K0.01%+55+220.0%Added
GoalVest Advisory LLC84$41.3K0.01%00.0%Unchanged
Tortoise Investment Management, LLC84$41.3K0.00%+10+13.5%Added
Ashton Thomas Securities, LLC87$42.8K0.01%+87New
Ransom Advisory, Ltd88$43.3K0.02%−20−18.5%Reduced
Rise Advisors, LLC89$43.8K0.02%00.0%Unchanged
Quarry LP90$44.3K0.01%+33+57.9%Added
Massmutual Trust Co FSB94$46.2K0.00%+22+30.6%Added
Lindbrook Capital, LLC96$47.2K0.00%−3−3.0%Reduced
Skopos Labs, Inc.98$48.2K0.02%+98New
Foster Dykema Cabot & Partners, LLC100$49.2K0.00%00.0%Unchanged
Flaharty Asset Management, LLC100$49.2K0.01%+100New
Laurel Wealth Advisors LLC111$54.6K0.01%+111New
MCF Advisors LLC115$56.6K0.00%+25+27.8%Added
Smartleaf Asset Management LLC115$57.1K0.01%+60+109.1%Added
LGT Financial Advisors LLC123$60.3K0.15%−50−28.9%Reduced
SRS Capital Advisors, Inc.123$60.7K0.01%+18+17.1%Added
Global Retirement Partners, LLC124$61.0K0.00%+2+1.6%Added
Resources Management Corp130$64.0K0.01%−10−7.1%Reduced