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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 787 | $15.7B |
| Q1 2026 | 772 | $13.9B |
| Q4 2025 | 768 | $12.6B |
| Q3 2025 | 780 | $14.6B |
| Q2 2025 | 807 | $15.3B |
| Q1 2025 | 840 | $17.9B |
| Q4 2024 | 822 | $16.8B |
| Q3 2024 | 789 | $17.4B |
| Q2 2024 | 778 | $16.7B |
| Q1 2024 | 746 | $15.6B |
| Q4 2023 | 727 | $15.3B |
| Q3 2023 | 683 | $13.7B |
| Q2 2023 | 677 | $13.5B |
| Q1 2023 | 615 | $11.0B |
| Q4 2022 | 568 | $8.51B |
| Q3 2022 | 538 | $8.59B |
| Q2 2022 | 516 | $7.74B |
| Q1 2022 | 495 | $9.46B |
| Q4 2021 | 521 | $9.61B |
| Q3 2021 | 478 | $8.12B |
| Q2 2021 | 475 | $8.80B |
| Q1 2021 | 464 | $8.06B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 145 | $71.3K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 150 | $73.8K | 0.01% | −35−18.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 196 | $96.4K | 0.00% | −2−1.0% | Reduced |
| Mascoma Wealth Management LLC | 205 | $100.8K | 0.03% | −5−2.4% | Reduced |
| Richardson Financial Services Inc. | 225 | $104.2K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co | 212 | $104.3K | 0.00% | +14+7.1% | Added |
| Archer Investment Corp | 216 | $106.2K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 222 | $109.2K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 228 | $112.1K | 0.01% | +190+500.0% | Added |
| Cedar Wealth Management, LLC | 230 | $113.1K | 0.04% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 240 | $118.1K | 0.09% | +240 | New |
| Continuum Advisory, LLC | 228 | $119.9K | 0.02% | −1−0.4% | Reduced |
| Lazard Asset Management LLC | 245 | $120.0K | 0.00% | −7,182−96.7% | Reduced |
| Quest Partners LLC | 249 | $122.5K | 0.01% | +191+329.3% | Added |
| GeoWealth Management, LLC | 249 | $122.5K | 0.00% | −12−4.6% | Reduced |
| Ostrum Asset Management | 250 | $123.0K | 0.01% | −979−79.7% | Reduced |
| Mather Group, LLC. | 259 | $127.2K | 0.00% | −34−11.6% | Reduced |
| Allworth Financial LP | 262 | $128.7K | 0.00% | −43−14.1% | Reduced |
| Evermay Wealth Management LLC | 295 | $145.1K | 0.02% | −10−3.3% | Reduced |
| Y.D. More Investments Ltd | 300 | $147.6K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 315 | $154.7K | 0.06% | −22−6.5% | Reduced |
| Central Trust Co | 315 | $154.9K | 0.00% | −50−13.7% | Reduced |
| Bessemer Group Inc | 315 | $155.0K | 0.00% | +262+494.3% | Added |
| Cullen/Frost Bankers, Inc. | 330 | $162.3K | 0.00% | +280+560.0% | Added |
| Strengthening Families & Communities, LLC | 331 | $162.8K | 0.04% | −6,988−95.5% | Reduced |
| Covestor Ltd | 336 | $165.0K | 0.10% | −97−22.4% | Reduced |
| Hilltop National Bank | 348 | $171.2K | 0.05% | −15−4.1% | Reduced |
| Principal Securities, Inc. | 349 | $171.7K | 0.00% | +39+12.6% | Added |
| Glen Eagle Advisors, LLC | 350 | $172.3K | 0.03% | −247−41.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 356 | $174.9K | 0.01% | +256+256.0% | Added |
| Financial Network Wealth Advisors LLC | 371 | $182.5K | 0.15% | −31−7.7% | Reduced |
| Colonial Trust Co | 399 | $196.3K | 0.03% | +11+2.8% | Added |
| Gibbs Wealth Management | 408 | $200.7K | 0.07% | +408 | New |
| HM Payson & Co | 410 | $201.7K | 0.00% | +186+83.0% | Added |
| Berry Wealth Group, LP | 410 | $201.7K | 0.14% | +410 | New |
| Koshinski Asset Management, Inc. | 411 | $202.2K | 0.02% | +411 | New |
| AlphaStar Capital Management, LLC | 414 | $203.6K | 0.02% | +414 | New |
| Headlands Technologies LLC | 421 | $207.1K | 0.02% | +421 | New |
| Lighthouse Investment Partners, LLC | 422 | $207.6K | 0.01% | −8,790−95.4% | Reduced |
| Blue Fin Capital, Inc. | 422 | $207.6K | 0.04% | +422 | New |
| Baker Tilly Wealth Management, LLC | 423 | $208.1K | 0.09% | −47−10.0% | Reduced |
| Trinity Financial Advisors LLC | 452 | $209.3K | 0.09% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 431 | $212.0K | 0.01% | +431 | New |
| Rodgers Brothers Inc. | 433 | $213.0K | 0.03% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 434 | $213.3K | 0.01% | −7−1.6% | Reduced |
| Wealthfront Advisers LLC | 438 | $215.4K | 0.00% | −5−1.1% | Reduced |
| Fundamentun, LLC | 441 | $216.9K | 0.02% | +2+0.5% | Added |
| Jefferies Financial Group Inc. | 445 | $218.9K | 0.00% | −50−10.1% | Reduced |
| Scotia Capital Inc. | 445 | $218.9K | 0.00% | +445 | New |
| United Capital Financial Advisers, LLC | 446 | $219.2K | 0.00% | +4+0.9% | Added |
| Oarsman Capital, Inc. | 453 | $222.8K | 0.04% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 458 | $226.0K | 0.01% | +458 | New |
| Voya Financial Advisors, Inc. | 461 | $228.6K | 0.02% | −27−5.5% | Reduced |
| Tritonpoint Wealth, LLC | 462 | $229.1K | 0.02% | −30−6.1% | Reduced |
| Baldwin Brothers Inc | 475 | $233.6K | 0.02% | +174+57.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 477 | $234.6K | 0.00% | +126+35.9% | Added |
| Ossiam | 479 | $235.6K | 0.00% | +451+1,610.7% | Added |
| Tower Wealth Partners, Inc. | 482 | $237.1K | 0.14% | −1−0.2% | Reduced |
| Diversify Advisory Services, LLC | 494 | $239.4K | 0.01% | −184−27.1% | Reduced |
| Blueshift Asset Management, LLC | 490 | $241.0K | 0.06% | +490 | New |
| Breakwater Capital Group | 491 | $241.5K | 0.05% | 00.0% | Unchanged |
| GAMMA Investing LLC | 491 | $241.5K | 0.02% | +133+37.2% | Added |
| Synovus Financial Corp | 493 | $242.5K | 0.00% | −6−1.2% | Reduced |
| Northern Oak Wealth Management Inc | 495 | $243.5K | 0.03% | −116−19.0% | Reduced |
| Ronald Blue Trust, Inc. | 527 | $244.1K | 0.00% | +307+139.5% | Added |
| Summit Financial, LLC | 499 | $245.3K | 0.01% | +64+14.7% | Added |
| Bedel Financial Consulting, Inc. | 500 | $245.9K | 0.03% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 500 | $245.9K | 0.03% | +8+1.6% | Added |
| Forum Financial Management, LP | 504 | $247.9K | 0.00% | +1+0.2% | Added |
| Seeds Investor LLC | 505 | $248.2K | 0.09% | −556−52.4% | Reduced |
| LRI Investments, LLC | 472 | $248.2K | 0.02% | −35−6.9% | Reduced |
| KKM Financial LLC | 508 | $249.9K | 0.12% | +508 | New |
| First Horizon Advisors, Inc. | 512 | $251.8K | 0.01% | +38+8.0% | Added |
| Prelude Capital Management, LLC | 513 | $252.3K | 0.02% | +513 | New |
| Keebeck Alpha, LP | 513 | $252.3K | 0.16% | +513 | New |
| Cordatus Wealth Management LLC | 514 | $253.0K | 0.09% | −2−0.4% | Reduced |
| Siemens Fonds Invest GmbH | 1,331 | $256.0K | 0.02% | +340+34.3% | Added |
| Northside Capital Management, LLC | 528 | $259.9K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 532 | $261.8K | 0.01% | −57−9.7% | Reduced |
| Crestwood Advisors Group LLC | 534 | $262.5K | 0.01% | −31−5.5% | Reduced |
| Eqis Capital Management, Inc. | 537 | $264.2K | 0.02% | −25−4.4% | Reduced |
| EP Wealth Advisors, LLC | 539 | $265.0K | 0.00% | +539 | New |
| Nebula Research & Development LLC | 542 | $266.6K | 0.03% | +542 | New |
| Advisory Services Network, LLC | 583 | $269.8K | 0.01% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 551 | $271.0K | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 553 | $272.0K | 0.00% | +5+0.9% | Added |
| Tradition Wealth Management, LLC | 561 | $276.1K | 0.02% | +2+0.4% | Added |
| Insigneo Advisory Services, LLC | 569 | $279.9K | 0.03% | −89−13.5% | Reduced |
| Prospect Financial Services LLC | 570 | $280.4K | 0.17% | +20+3.6% | Added |
| Summit Trail Advisors, LLC | 572 | $281.3K | 0.01% | +28+5.1% | Added |
| SG Americas Securities, LLC | 573 | $282.0K | 0.00% | +573 | New |
| Napatree Capital LLC | 576 | $283.3K | 0.20% | −50−8.0% | Reduced |
| Legacy Trust | 580 | $285.3K | 0.07% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 580 | $285.3K | 0.02% | +21+3.8% | Added |
| Csenge Advisory Group | 581 | $285.8K | 0.01% | −2−0.3% | Reduced |
| Parkside Financial Bank & Trust | 584 | $287.1K | 0.04% | +24+4.3% | Added |
| Waldron Private Wealth LLC | 587 | $288.7K | 0.01% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 600 | $295.1K | 0.02% | 00.0% | Unchanged |
| Boit C F David | 600 | $295.2K | 0.15% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 601 | $295.6K | 0.15% | −4−0.7% | Reduced |