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 |
|---|---|---|---|---|---|
| Roundview Capital LLC | 1,058 | $520.4K | 0.04% | +19+1.8% | Added |
| Park Place Capital Corp | 1,049 | $516.0K | 0.15% | −8−0.8% | Reduced |
| Axq Capital, LP | 1,040 | $511.6K | 0.15% | +1,040 | New |
| Quantum Private Wealth, LLC | 1,038 | $510.3K | 0.17% | 00.0% | Unchanged |
| Everpar Advisors LLC | 1,033 | $508.1K | 0.26% | −66−6.0% | Reduced |
| Valeo Financial Advisors, LLC | 1,020 | $501.7K | 0.01% | +1+0.1% | Added |
| Profund Advisors LLC | 1,004 | $493.8K | 0.02% | +76+8.2% | Added |
| Tompkins Financial Corp | 1,000 | $491.9K | 0.05% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,000 | $491.9K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 996 | $489.9K | 0.00% | +11+1.1% | Added |
| Kestra Private Wealth Services, LLC | 973 | $478.6K | 0.01% | −27−2.7% | Reduced |
| Atomi Financial Group, Inc. | 973 | $478.6K | 0.03% | +500+105.7% | Added |
| International Assets Investment Management, LLC | 233,643 | $475.0K | 0.00% | +233,167+48,984.7% | Added |
| Ellevest, Inc. | 958 | $471.2K | 0.03% | −1−0.1% | Reduced |
| Heritage Family Offices, LLP | 958 | $471.0K | 0.24% | +5+0.5% | Added |
| Prio Wealth Limited Partnership | 952 | $468.3K | 0.01% | +350+58.1% | Added |
| CWM, LLC | 952 | $468.0K | 0.00% | +24+2.6% | Added |
| Virtu Financial LLC | 939 | $462.0K | 0.03% | −1,350−59.0% | Reduced |
| Compass Ion Advisors, LLC | 935 | $459.9K | 0.06% | +67+7.7% | Added |
| Tower Research Capital LLC (TRC) | 917 | $451.1K | 0.01% | −867−48.6% | Reduced |
| Prospera Financial Services Inc | 911 | $448.2K | 0.01% | −6−0.7% | Reduced |
| Haverford Trust Co | 907 | $446.1K | 0.00% | +97+12.0% | Added |
| Advisory Research Inc | 906 | $445.5K | 0.08% | −4,240−82.4% | Reduced |
| Stephens Inc | 902 | $443.7K | 0.01% | +58+6.9% | Added |
| Susquehanna International Group, LLP | 902 | $443.7K | 0.00% | −4,568−83.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 902 | $443.7K | 0.04% | +3+0.3% | Added |
| Andra AP-fonden | 900 | $442.7K | 0.01% | −1,900−67.9% | Reduced |
| Alpha DNA Investment Management LLC | 892 | $438.8K | 0.24% | +225+33.7% | Added |
| Flputnam Investment Management Co | 885 | $435.3K | 0.01% | −62−6.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 868 | $427.0K | 0.03% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 864 | $425.0K | 0.12% | 00.0% | Unchanged |
| Cynosure Management, LLC | 860 | $423.0K | 0.06% | +41+5.0% | Added |
| iA Global Asset Management Inc. | 845 | $416.0K | 0.01% | +232+37.8% | Added |
| Campbell & CO Investment Adviser LLC | 840 | $413.2K | 0.03% | +840 | New |
| Greenleaf Trust | 835 | $410.7K | 0.00% | −3−0.4% | Reduced |
| Intrust Bank NA | 833 | $409.7K | 0.04% | −11−1.3% | Reduced |
| Fiduciary Financial Group, LLC | 827 | $409.7K | 0.09% | +16+2.0% | Added |
| Jag Capital Management, LLC | 831 | $408.8K | 0.05% | +121+17.0% | Added |
| Venturi Wealth Management, LLC | 821 | $403.8K | 0.02% | +72+9.6% | Added |
| ICW Investment Advisors LLC | 819 | $403.0K | 0.17% | +46+6.0% | Added |
| Phillips Wealth Planners LLC | 815 | $403.0K | 0.39% | −82−9.1% | Reduced |
| Waterloo Capital, L.P. | 817 | $402.0K | 0.04% | +152+22.9% | Added |
| Arete Wealth Advisors, LLC | 812 | $397.0K | 0.03% | −75−8.5% | Reduced |
| Impact Partnership Wealth, LLC | 807 | $397.0K | 0.09% | +807 | New |
| Rafferty Asset Management, LLC | 802 | $394.5K | 0.00% | +10+1.3% | Added |
| Northwestern Mutual Wealth Management Co | 800 | $393.5K | 0.00% | −1,234−60.7% | Reduced |
| UniSuper Management Pty Ltd | 800 | $393.5K | 0.00% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 794 | $391.0K | 0.01% | −148−15.7% | Reduced |
| Icon Wealth Advisors, LLC | 790 | $388.6K | 0.03% | −285−26.5% | Reduced |
| Lake Street Advisors Group, LLC | 782 | $384.6K | 0.02% | −2,224−74.0% | Reduced |
| Penserra Capital Management LLC | 781 | $383.0K | 0.01% | −15−1.9% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 780 | $383.0K | 0.03% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 773 | $380.3K | 0.56% | −35−4.3% | Reduced |
| Scientech Research LLC | 766 | $376.8K | 0.08% | +766 | New |
| Dorsey & Whitney Trust CO LLC | 762 | $374.8K | 0.02% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 761 | $374.3K | 0.04% | 00.0% | Unchanged |
| Dakota Wealth Management | 752 | $369.9K | 0.01% | −98−11.5% | Reduced |
| Ieq Capital, LLC | 749 | $368.5K | 0.00% | −278−27.1% | Reduced |
| Huntington National Bank | 745 | $366.5K | 0.00% | −88−10.6% | Reduced |
| Fox Run Management, L.L.C. | 743 | $365.5K | 0.08% | +743 | New |
| Proequities, Inc. | 738 | $363.0K | 0.02% | −18−2.4% | Reduced |
| Centennial Wealth Advisory LLC | 732 | $360.3K | 0.14% | +10+1.4% | Added |
| Abn Amro Investment Solutions | 728 | $358.1K | 0.01% | +106+17.0% | Added |
| Mutual Advisors, LLC | 741 | $354.5K | 0.01% | +63+9.3% | Added |
| Simon Quick Advisors, LLC | 699 | $343.9K | 0.02% | +14+2.0% | Added |
| MQS Management LLC | 699 | $343.8K | 0.19% | +699 | New |
| Taylor Hoffman Capital Management LLC | 724 | $342.5K | 0.13% | +724 | New |
| Eagle Global Advisors LLC | 693 | $340.6K | 0.02% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 692 | $340.4K | 0.03% | 00.0% | Unchanged |
| Platform Technology Partners | 685 | $336.9K | 0.11% | 00.0% | Unchanged |
| Woodstock Corp | 675 | $332.0K | 0.03% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 666 | $327.6K | 0.13% | −24−3.5% | Reduced |
| Apollon Wealth Management, LLC | 658 | $323.5K | 0.01% | −51−7.2% | Reduced |
| Jones Financial Companies LLLP | 651 | $322.4K | 0.00% | +282+76.4% | Added |
| Thrive Wealth Management, LLC | 651 | $320.2K | 0.06% | −12−1.8% | Reduced |
| Savant Capital, LLC | 650 | $319.7K | 0.00% | +60+10.2% | Added |
| Swiss Life Asset Management Ltd | 650 | $319.4K | 0.00% | +27+4.3% | Added |
| Arkadios Wealth Advisors | 644 | $316.8K | 0.02% | +105+19.5% | Added |
| Rakuten Investment Management, Inc. | 636 | $315.4K | 0.00% | +169+36.2% | Added |
| Modern Wealth Management, LLC | 628 | $309.1K | 0.02% | +1+0.2% | Added |
| Bleakley Financial Group, LLC | 621 | $305.5K | 0.01% | −18−2.8% | Reduced |
| First Citizens Bank & Trust Co | 620 | $305.0K | 0.01% | −97−13.5% | Reduced |
| Signaturefd, LLC | 619 | $304.5K | 0.01% | −36−5.5% | Reduced |
| Fulcrum Capital LLC | 619 | $304.5K | 0.07% | 00.0% | Unchanged |
| Assetmark, Inc | 612 | $301.0K | 0.00% | +37+6.4% | Added |
| Fiduciary Family Office, LLC | 611 | $300.5K | 0.10% | −1,100−64.3% | Reduced |
| Geneos Wealth Management Inc. | 609 | $299.3K | 0.01% | +228+59.8% | Added |
| Krane Funds Advisors LLC | 608 | $299.1K | 0.01% | −3−0.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 601 | $296.0K | 0.01% | −208−25.7% | Reduced |
| Blue Barn Wealth, LLC | 601 | $295.6K | 0.15% | −4−0.7% | Reduced |
| Boit C F David | 600 | $295.2K | 0.15% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 600 | $295.1K | 0.02% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 587 | $288.7K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 584 | $287.1K | 0.04% | +24+4.3% | Added |
| Csenge Advisory Group | 581 | $285.8K | 0.01% | −2−0.3% | Reduced |
| Quadrant Capital Group LLC | 580 | $285.3K | 0.02% | +21+3.8% | Added |
| Legacy Trust | 580 | $285.3K | 0.07% | 00.0% | Unchanged |
| Napatree Capital LLC | 576 | $283.3K | 0.20% | −50−8.0% | Reduced |
| SG Americas Securities, LLC | 573 | $282.0K | 0.00% | +573 | New |
| Summit Trail Advisors, LLC | 572 | $281.3K | 0.01% | +28+5.1% | Added |