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 |
|---|---|---|---|---|---|
| Crawford Investment Counsel Inc | 2,263 | $1.11M | 0.02% | −50−2.2% | Reduced |
| First Commonwealth Financial Corp | 2,225 | $1.09M | 0.26% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 2,200 | $1.08M | 0.65% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 2,180 | $1.07M | 0.09% | −27−1.2% | Reduced |
| Janus Henderson Group PLC | 2,168 | $1.07M | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 2,083 | $1.02M | 0.00% | +87+4.4% | Added |
| SlateStone Wealth, LLC | 2,052 | $1.01M | 0.09% | +127+6.6% | Added |
| Commerce Bank | 2,046 | $1.01M | 0.01% | +763+59.5% | Added |
| CIBC World Markets Corp | 2,025 | $996.1K | 0.01% | +195+10.7% | Added |
| National Asset Management, Inc. | 2,030 | $992.2K | 0.03% | −755−27.1% | Reduced |
| TrinityPoint Wealth, LLC | 2,017 | $992.1K | 0.14% | +8+0.4% | Added |
| Versor Investments LP | 2,000 | $983.8K | 0.16% | +2,000 | New |
| Wealth Alliance | 1,996 | $981.8K | 0.12% | −3−0.2% | Reduced |
| Advisor OS, LLC | 1,993 | $980.3K | 0.10% | −870−30.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,989 | $978.4K | 0.01% | +34+1.7% | Added |
| Maryland State Retirement & Pension System | 1,975 | $971.5K | 0.02% | −630−24.2% | Reduced |
| Parsons Capital Management Inc | 1,967 | $967.5K | 0.06% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,963 | $966.0K | 0.04% | −33−1.7% | Reduced |
| Gsa Capital Partners LLP | 1,955 | $962.0K | 0.07% | +1,955 | New |
| Oak Ridge Investments LLC | 1,936 | $952.3K | 0.08% | −26−1.3% | Reduced |
| 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 |
| Cranbrook Wealth Management, LLC | 1,914 | $941.5K | 0.21% | +610+46.8% | Added |
| nVerses Capital, LLC | 1,900 | $934.6K | 0.43% | +700+58.3% | Added |
| Veriti Management LLC | 1,888 | $928.8K | 0.05% | +140+8.0% | Added |
| Bridges Investment Management Inc | 1,887 | $928.2K | 0.01% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 1,868 | $918.9K | 0.03% | −30−1.6% | Reduced |
| Mayflower Financial Advisors, LLC | 1,829 | $899.6K | 0.14% | +2+0.1% | Added |
| Elevated Capital Advisors, LLC | 1,823 | $896.5K | 0.24% | −27−1.5% | Reduced |
| TrueMark Investments, LLC | 1,707 | $839.6K | 0.27% | +933+120.5% | Added |
| Bank of Nova Scotia | 1,696 | $834.2K | 0.00% | −19−1.1% | Reduced |
| M&T Bank Corp | 1,663 | $818.2K | 0.00% | −34−2.0% | Reduced |
| M&G Plc | 1,643 | $808.4K | 0.00% | −131−7.4% | Reduced |
| Farther Finance Advisors, LLC | 1,632 | $802.8K | 0.03% | −476−22.6% | Reduced |
| E. Ohman J:or Asset Management AB | 1,620 | $796.8K | 0.02% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 1,617 | $795.0K | 0.01% | −93−5.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,578 | $776.3K | 0.03% | −34−2.1% | Reduced |
| Webster Bank, N. A. | 1,568 | $771.3K | 0.08% | +75+5.0% | Added |
| Two Sigma Securities, LLC | 1,549 | $761.9K | 0.06% | +1,549 | New |
| Moody Lynn & Lieberson, LLC | 1,543 | $759.0K | 0.05% | 00.0% | Unchanged |
| David Loasby | 1,549 | $750.0K | 0.07% | +55+3.7% | Added |
| ProShare Advisors LLC | 1,517 | $746.2K | 0.00% | +8+0.5% | Added |
| Groesbeck Investment Management Corp | 1,486 | $731.0K | 1.07% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 1,459 | $717.9K | 0.27% | +46+3.3% | Added |
| Diversify Wealth Management, LLC | 1,539 | $717.7K | 0.07% | −119−7.2% | Reduced |
| Golden State Equity Partners | 1,441 | $708.7K | 0.11% | +364+33.8% | Added |
| Sherbrooke Park Advisers LLC | 1,439 | $707.8K | 0.16% | +1,439 | New |
| Perfromance Wealth Partners, LLC | 1,431 | $703.9K | 0.02% | +101+7.6% | Added |
| Donaldson Capital Management, LLC | 1,429 | $702.9K | 0.03% | −124−8.0% | Reduced |
| Frank, Rimerman Advisors LLC | 1,426 | $701.4K | 0.05% | −36−2.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,415 | $696.0K | 0.09% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,412 | $694.4K | 0.04% | −28−1.9% | Reduced |
| Donoghue Forlines LLC | 1,410 | $693.6K | 0.20% | +117+9.0% | Added |
| Atria Wealth Solutions, Inc. | 1,410 | $693.4K | 0.01% | +105+8.0% | Added |
| Parallel Advisors, LLC | 1,398 | $687.7K | 0.02% | −18−1.3% | Reduced |
| Axxcess Wealth Management, LLC | 1,396 | $686.5K | 0.02% | −17−1.2% | Reduced |
| Advocate Group LLC | 1,384 | $680.8K | 0.12% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 1,369 | $679.1K | 0.26% | +821+149.8% | Added |
| Private Advisor Group, LLC | 1,351 | $664.7K | 0.00% | −25−1.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,351 | $664.5K | 0.02% | +1,351 | New |
| Aviva PLC | 1,349 | $663.5K | 0.00% | +44+3.4% | Added |
| Thoroughbred Financial Services, LLC | 1,346 | $662.0K | 0.04% | −73−5.1% | Reduced |
| Vident Advisory, LLC | 1,326 | $652.4K | 0.02% | −504−27.5% | Reduced |
| Twinbeech Capital LP | 1,323 | $650.8K | 0.01% | +1,323 | New |
| Sterling Capital Management LLC | 1,319 | $648.8K | 0.01% | +1,319 | New |
| Parcion Private Wealth LLC | 1,314 | $646.3K | 0.05% | +1,314 | New |
| NBC Securities, Inc. | 1,298 | $638.0K | 0.05% | −79−5.7% | Reduced |
| Baker Avenue Asset Management, LP | 1,272 | $625.7K | 0.02% | +1,272 | New |
| First Bank & Trust | 1,258 | $618.8K | 0.12% | −5−0.4% | Reduced |
| Shelton Capital Management | 1,256 | $617.8K | 0.02% | −18−1.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,251 | $615.2K | 0.00% | +280+28.8% | Added |
| Kestra Advisory Services, LLC | 1,236 | $608.1K | 0.00% | −38−3.0% | Reduced |
| Hilltop Holdings Inc. | 1,233 | $606.3K | 0.04% | +56+4.8% | Added |
| Johnson Investment Counsel Inc | 1,221 | $600.6K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 1,212 | $596.2K | 0.00% | −35,188−96.7% | Reduced |
| Modera Wealth Management, LLC | 1,203 | $591.7K | 0.01% | −488−28.9% | Reduced |
| Bank of Hawaii | 1,201 | $590.7K | 0.02% | 00.0% | Unchanged |
| Tudor Financial Inc. | 1,195 | $587.8K | 0.36% | +1,195 | New |
| Moneta Group Investment Advisors LLC | 1,186 | $583.5K | 0.01% | −29−2.4% | Reduced |
| Brevan Howard Capital Management LP | 1,185 | $582.9K | 0.03% | +1,185 | New |
| Ci Investments Inc. | 1,184 | $582.0K | 0.00% | +160+15.6% | Added |
| Burney Co | 1,178 | $579.4K | 0.02% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 1,175 | $578.0K | 0.03% | +7+0.6% | Added |
| Paradigm Financial Partners, LLC | 1,063 | $577.3K | 0.08% | −56−5.0% | Reduced |
| Omers Administration Corp | 1,173 | $577.0K | 0.01% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 1,167 | $574.0K | 0.33% | +724+163.4% | Added |
| Equitable Trust Co | 1,166 | $573.5K | 0.04% | +25+2.2% | Added |
| Prudential PLC | 1,152 | $566.6K | 0.00% | +675+141.5% | Added |
| QRG Capital Management, Inc. | 1,145 | $563.2K | 0.01% | +127+12.5% | Added |
| Larson Financial Group LLC | 1,138 | $559.6K | 0.03% | +1,107+3,571.0% | Added |
| Aigen Investment Management, LP | 1,135 | $558.3K | 0.11% | +1,135 | New |
| Park National Corp | 1,132 | $556.8K | 0.02% | −1−0.1% | Reduced |
| Clearstead Advisors, LLC | 1,125 | $553.4K | 0.01% | −43−3.7% | Reduced |
| Mattern Capital Management, LLC | 1,109 | $545.5K | 0.07% | +105+10.5% | Added |
| Lido Advisors, LLC | 1,107 | $544.9K | 0.00% | +182+19.7% | Added |
| Investment Management Corp of Ontario | 1,101 | $541.6K | 0.01% | +400+57.1% | Added |
| Evergreen Capital Management LLC | 1,100 | $541.1K | 0.02% | +24+2.2% | Added |
| Shell Asset Management Co | 1,099 | $541.0K | 0.02% | +1,099 | New |
| Fifth Third Wealth Advisors LLC | 1,092 | $537.1K | 0.03% | +13+1.2% | Added |
| RSM US Wealth Management LLC | 1,064 | $527.4K | 0.01% | +392+58.3% | Added |