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 |
|---|---|---|---|---|---|
| QRG Capital Management, Inc. | 1,145 | $563.2K | 0.01% | +127+12.5% | Added |
| Prudential PLC | 1,152 | $566.6K | 0.00% | +675+141.5% | Added |
| Equitable Trust Co | 1,166 | $573.5K | 0.04% | +25+2.2% | Added |
| ISAM Funds (UK) Ltd | 1,167 | $574.0K | 0.33% | +724+163.4% | Added |
| Omers Administration Corp | 1,173 | $577.0K | 0.01% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 1,063 | $577.3K | 0.08% | −56−5.0% | Reduced |
| Avidian Wealth Solutions, LLC | 1,175 | $578.0K | 0.03% | +7+0.6% | Added |
| Burney Co | 1,178 | $579.4K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,184 | $582.0K | 0.00% | +160+15.6% | Added |
| Brevan Howard Capital Management LP | 1,185 | $582.9K | 0.03% | +1,185 | New |
| Moneta Group Investment Advisors LLC | 1,186 | $583.5K | 0.01% | −29−2.4% | Reduced |
| Tudor Financial Inc. | 1,195 | $587.8K | 0.36% | +1,195 | New |
| Bank of Hawaii | 1,201 | $590.7K | 0.02% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,203 | $591.7K | 0.01% | −488−28.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,212 | $596.2K | 0.00% | −35,188−96.7% | Reduced |
| Johnson Investment Counsel Inc | 1,221 | $600.6K | 0.01% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 1,233 | $606.3K | 0.04% | +56+4.8% | Added |
| Kestra Advisory Services, LLC | 1,236 | $608.1K | 0.00% | −38−3.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,251 | $615.2K | 0.00% | +280+28.8% | Added |
| Shelton Capital Management | 1,256 | $617.8K | 0.02% | −18−1.4% | Reduced |
| First Bank & Trust | 1,258 | $618.8K | 0.12% | −5−0.4% | Reduced |
| Baker Avenue Asset Management, LP | 1,272 | $625.7K | 0.02% | +1,272 | New |
| NBC Securities, Inc. | 1,298 | $638.0K | 0.05% | −79−5.7% | Reduced |
| Parcion Private Wealth LLC | 1,314 | $646.3K | 0.05% | +1,314 | New |
| Sterling Capital Management LLC | 1,319 | $648.8K | 0.01% | +1,319 | New |
| Twinbeech Capital LP | 1,323 | $650.8K | 0.01% | +1,323 | New |
| Vident Advisory, LLC | 1,326 | $652.4K | 0.02% | −504−27.5% | Reduced |
| Thoroughbred Financial Services, LLC | 1,346 | $662.0K | 0.04% | −73−5.1% | Reduced |
| Aviva PLC | 1,349 | $663.5K | 0.00% | +44+3.4% | Added |
| Robertson Stephens Wealth Management, LLC | 1,351 | $664.5K | 0.02% | +1,351 | New |
| Private Advisor Group, LLC | 1,351 | $664.7K | 0.00% | −25−1.8% | Reduced |
| Autumn Glory Partners, LLC | 1,369 | $679.1K | 0.26% | +821+149.8% | Added |
| Advocate Group LLC | 1,384 | $680.8K | 0.12% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,396 | $686.5K | 0.02% | −17−1.2% | Reduced |
| Parallel Advisors, LLC | 1,398 | $687.7K | 0.02% | −18−1.3% | Reduced |
| Atria Wealth Solutions, Inc. | 1,410 | $693.4K | 0.01% | +105+8.0% | Added |
| Donoghue Forlines LLC | 1,410 | $693.6K | 0.20% | +117+9.0% | Added |
| Flagship Harbor Advisors, LLC | 1,412 | $694.4K | 0.04% | −28−1.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,415 | $696.0K | 0.09% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 1,426 | $701.4K | 0.05% | −36−2.5% | Reduced |
| Donaldson Capital Management, LLC | 1,429 | $702.9K | 0.03% | −124−8.0% | Reduced |
| Perfromance Wealth Partners, LLC | 1,431 | $703.9K | 0.02% | +101+7.6% | Added |
| Sherbrooke Park Advisers LLC | 1,439 | $707.8K | 0.16% | +1,439 | New |
| Golden State Equity Partners | 1,441 | $708.7K | 0.11% | +364+33.8% | Added |
| Diversify Wealth Management, LLC | 1,539 | $717.7K | 0.07% | −119−7.2% | Reduced |
| BHK Investment Advisors, LLC | 1,459 | $717.9K | 0.27% | +46+3.3% | Added |
| Groesbeck Investment Management Corp | 1,486 | $731.0K | 1.07% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,517 | $746.2K | 0.00% | +8+0.5% | Added |
| David Loasby | 1,549 | $750.0K | 0.07% | +55+3.7% | Added |
| Moody Lynn & Lieberson, LLC | 1,543 | $759.0K | 0.05% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,549 | $761.9K | 0.06% | +1,549 | New |
| Webster Bank, N. A. | 1,568 | $771.3K | 0.08% | +75+5.0% | Added |
| Cary Street Partner Investment Advisory LLC | 1,578 | $776.3K | 0.03% | −34−2.1% | Reduced |
| Park Avenue Securities LLC | 1,617 | $795.0K | 0.01% | −93−5.4% | Reduced |
| E. Ohman J:or Asset Management AB | 1,620 | $796.8K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,632 | $802.8K | 0.03% | −476−22.6% | Reduced |
| M&G Plc | 1,643 | $808.4K | 0.00% | −131−7.4% | Reduced |
| M&T Bank Corp | 1,663 | $818.2K | 0.00% | −34−2.0% | Reduced |
| Bank of Nova Scotia | 1,696 | $834.2K | 0.00% | −19−1.1% | Reduced |
| TrueMark Investments, LLC | 1,707 | $839.6K | 0.27% | +933+120.5% | Added |
| Elevated Capital Advisors, LLC | 1,823 | $896.5K | 0.24% | −27−1.5% | Reduced |
| Mayflower Financial Advisors, LLC | 1,829 | $899.6K | 0.14% | +2+0.1% | Added |
| Stock Yards Bank & Trust Co | 1,868 | $918.9K | 0.03% | −30−1.6% | Reduced |
| Bridges Investment Management Inc | 1,887 | $928.2K | 0.01% | 00.0% | Unchanged |
| Veriti Management LLC | 1,888 | $928.8K | 0.05% | +140+8.0% | Added |
| nVerses Capital, LLC | 1,900 | $934.6K | 0.43% | +700+58.3% | Added |
| Cranbrook Wealth Management, LLC | 1,914 | $941.5K | 0.21% | +610+46.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,926 | $947.4K | 0.04% | +70+3.8% | Added |
| LVW Advisors, LLC | 1,926 | $947.4K | 0.12% | +214+12.5% | Added |
| Oak Ridge Investments LLC | 1,936 | $952.3K | 0.08% | −26−1.3% | Reduced |
| Gsa Capital Partners LLP | 1,955 | $962.0K | 0.07% | +1,955 | New |
| Capital Analysts, LLC | 1,963 | $966.0K | 0.04% | −33−1.7% | Reduced |
| Parsons Capital Management Inc | 1,967 | $967.5K | 0.06% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 1,975 | $971.5K | 0.02% | −630−24.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,989 | $978.4K | 0.01% | +34+1.7% | Added |
| Advisor OS, LLC | 1,993 | $980.3K | 0.10% | −870−30.4% | Reduced |
| Wealth Alliance | 1,996 | $981.8K | 0.12% | −3−0.2% | Reduced |
| Versor Investments LP | 2,000 | $983.8K | 0.16% | +2,000 | New |
| TrinityPoint Wealth, LLC | 2,017 | $992.1K | 0.14% | +8+0.4% | Added |
| National Asset Management, Inc. | 2,030 | $992.2K | 0.03% | −755−27.1% | Reduced |
| CIBC World Markets Corp | 2,025 | $996.1K | 0.01% | +195+10.7% | Added |
| Commerce Bank | 2,046 | $1.01M | 0.01% | +763+59.5% | Added |
| SlateStone Wealth, LLC | 2,052 | $1.01M | 0.09% | +127+6.6% | Added |
| CIBC Asset Management Inc | 2,083 | $1.02M | 0.00% | +87+4.4% | Added |
| Janus Henderson Group PLC | 2,168 | $1.07M | 0.00% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 2,180 | $1.07M | 0.09% | −27−1.2% | Reduced |
| Cox Capital Mgt LLC | 2,200 | $1.08M | 0.65% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 2,225 | $1.09M | 0.26% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 2,263 | $1.11M | 0.02% | −50−2.2% | Reduced |
| Toroso Investments, LLC | 2,269 | $1.12M | 0.01% | +69+3.1% | Added |
| Ascent Group, LLC | 2,275 | $1.12M | 0.08% | −144−6.0% | Reduced |
| Confluence Wealth Services, Inc. | 2,289 | $1.13M | 0.08% | +120+5.5% | Added |
| Seven Eight Capital, LP | 2,298 | $1.13M | 0.10% | +2,298 | New |
| Crestline Management, LP | 2,299 | $1.13M | 0.06% | +2,299 | New |
| Semanteon Capital Management, LP | 2,313 | $1.14M | 0.77% | +1,548+202.4% | Added |
| Norden Group LLC | 2,326 | $1.14M | 0.14% | +626+36.8% | Added |
| American National Bank | 2,386 | $1.17M | 0.14% | −12−0.5% | Reduced |
| Allianz Asset Management GmbH | 2,411 | $1.19M | 0.00% | +196+8.8% | Added |
| Bokf, NA | 2,495 | $1.21M | 0.02% | +50+2.0% | Added |
| Crossmark Global Holdings, Inc. | 2,510 | $1.23M | 0.02% | +347+16.0% | Added |