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 |
|---|---|---|---|---|---|
| Prospect Financial Services LLC | 570 | $280.4K | 0.17% | +20+3.6% | Added |
| Insigneo Advisory Services, LLC | 569 | $279.9K | 0.03% | −89−13.5% | Reduced |
| Tradition Wealth Management, LLC | 561 | $276.1K | 0.02% | +2+0.4% | Added |
| Sequoia Financial Advisors, LLC | 553 | $272.0K | 0.00% | +5+0.9% | Added |
| Aureus Asset Management, LLC | 551 | $271.0K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 583 | $269.8K | 0.01% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 542 | $266.6K | 0.03% | +542 | New |
| EP Wealth Advisors, LLC | 539 | $265.0K | 0.00% | +539 | New |
| Eqis Capital Management, Inc. | 537 | $264.2K | 0.02% | −25−4.4% | Reduced |
| Crestwood Advisors Group LLC | 534 | $262.5K | 0.01% | −31−5.5% | Reduced |
| IFP Advisors, Inc | 532 | $261.8K | 0.01% | −57−9.7% | Reduced |
| Northside Capital Management, LLC | 528 | $259.9K | 0.04% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 1,331 | $256.0K | 0.02% | +340+34.3% | Added |
| Cordatus Wealth Management LLC | 514 | $253.0K | 0.09% | −2−0.4% | Reduced |
| Prelude Capital Management, LLC | 513 | $252.3K | 0.02% | +513 | New |
| Keebeck Alpha, LP | 513 | $252.3K | 0.16% | +513 | New |
| First Horizon Advisors, Inc. | 512 | $251.8K | 0.01% | +38+8.0% | Added |
| KKM Financial LLC | 508 | $249.9K | 0.12% | +508 | New |
| LRI Investments, LLC | 472 | $248.2K | 0.02% | −35−6.9% | Reduced |
| Seeds Investor LLC | 505 | $248.2K | 0.09% | −556−52.4% | Reduced |
| Forum Financial Management, LP | 504 | $247.9K | 0.00% | +1+0.2% | 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 |
| Summit Financial, LLC | 499 | $245.3K | 0.01% | +64+14.7% | Added |
| Ronald Blue Trust, Inc. | 527 | $244.1K | 0.00% | +307+139.5% | Added |
| Northern Oak Wealth Management Inc | 495 | $243.5K | 0.03% | −116−19.0% | Reduced |
| Synovus Financial Corp | 493 | $242.5K | 0.00% | −6−1.2% | Reduced |
| Breakwater Capital Group | 491 | $241.5K | 0.05% | 00.0% | Unchanged |
| GAMMA Investing LLC | 491 | $241.5K | 0.02% | +133+37.2% | Added |
| Blueshift Asset Management, LLC | 490 | $241.0K | 0.06% | +490 | New |
| Diversify Advisory Services, LLC | 494 | $239.4K | 0.01% | −184−27.1% | Reduced |
| Tower Wealth Partners, Inc. | 482 | $237.1K | 0.14% | −1−0.2% | Reduced |
| Ossiam | 479 | $235.6K | 0.00% | +451+1,610.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 477 | $234.6K | 0.00% | +126+35.9% | Added |
| Baldwin Brothers Inc | 475 | $233.6K | 0.02% | +174+57.8% | Added |
| Tritonpoint Wealth, LLC | 462 | $229.1K | 0.02% | −30−6.1% | Reduced |
| Voya Financial Advisors, Inc. | 461 | $228.6K | 0.02% | −27−5.5% | Reduced |
| IHT Wealth Management, LLC | 458 | $226.0K | 0.01% | +458 | New |
| Oarsman Capital, Inc. | 453 | $222.8K | 0.04% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 446 | $219.2K | 0.00% | +4+0.9% | Added |
| Jefferies Financial Group Inc. | 445 | $218.9K | 0.00% | −50−10.1% | Reduced |
| Scotia Capital Inc. | 445 | $218.9K | 0.00% | +445 | New |
| Fundamentun, LLC | 441 | $216.9K | 0.02% | +2+0.5% | Added |
| Wealthfront Advisers LLC | 438 | $215.4K | 0.00% | −5−1.1% | Reduced |
| SageView Advisory Group, LLC | 434 | $213.3K | 0.01% | −7−1.6% | Reduced |
| Rodgers Brothers Inc. | 433 | $213.0K | 0.03% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 431 | $212.0K | 0.01% | +431 | New |
| Trinity Financial Advisors LLC | 452 | $209.3K | 0.09% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 423 | $208.1K | 0.09% | −47−10.0% | Reduced |
| 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 |
| Headlands Technologies LLC | 421 | $207.1K | 0.02% | +421 | New |
| AlphaStar Capital Management, LLC | 414 | $203.6K | 0.02% | +414 | New |
| Koshinski Asset Management, Inc. | 411 | $202.2K | 0.02% | +411 | New |
| HM Payson & Co | 410 | $201.7K | 0.00% | +186+83.0% | Added |
| Berry Wealth Group, LP | 410 | $201.7K | 0.14% | +410 | New |
| Gibbs Wealth Management | 408 | $200.7K | 0.07% | +408 | New |
| Colonial Trust Co | 399 | $196.3K | 0.03% | +11+2.8% | Added |
| Financial Network Wealth Advisors LLC | 371 | $182.5K | 0.15% | −31−7.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 356 | $174.9K | 0.01% | +256+256.0% | Added |
| Glen Eagle Advisors, LLC | 350 | $172.3K | 0.03% | −247−41.4% | Reduced |
| Principal Securities, Inc. | 349 | $171.7K | 0.00% | +39+12.6% | Added |
| Hilltop National Bank | 348 | $171.2K | 0.05% | −15−4.1% | Reduced |
| Covestor Ltd | 336 | $165.0K | 0.10% | −97−22.4% | Reduced |
| Strengthening Families & Communities, LLC | 331 | $162.8K | 0.04% | −6,988−95.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 330 | $162.3K | 0.00% | +280+560.0% | Added |
| Bessemer Group Inc | 315 | $155.0K | 0.00% | +262+494.3% | Added |
| Central Trust Co | 315 | $154.9K | 0.00% | −50−13.7% | Reduced |
| Eagle Bay Advisors LLC | 315 | $154.7K | 0.06% | −22−6.5% | Reduced |
| Y.D. More Investments Ltd | 300 | $147.6K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 295 | $145.1K | 0.02% | −10−3.3% | Reduced |
| Allworth Financial LP | 262 | $128.7K | 0.00% | −43−14.1% | Reduced |
| Mather Group, LLC. | 259 | $127.2K | 0.00% | −34−11.6% | Reduced |
| Ostrum Asset Management | 250 | $123.0K | 0.01% | −979−79.7% | Reduced |
| GeoWealth Management, LLC | 249 | $122.5K | 0.00% | −12−4.6% | Reduced |
| Quest Partners LLC | 249 | $122.5K | 0.01% | +191+329.3% | Added |
| Lazard Asset Management LLC | 245 | $120.0K | 0.00% | −7,182−96.7% | Reduced |
| Continuum Advisory, LLC | 228 | $119.9K | 0.02% | −1−0.4% | Reduced |
| Cove Street Capital, LLC | 240 | $118.1K | 0.09% | +240 | New |
| Cedar Wealth Management, LLC | 230 | $113.1K | 0.04% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 228 | $112.1K | 0.01% | +190+500.0% | Added |
| Trust Co of Vermont | 222 | $109.2K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 216 | $106.2K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 212 | $104.3K | 0.00% | +14+7.1% | Added |
| Richardson Financial Services Inc. | 225 | $104.2K | 0.07% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 205 | $100.8K | 0.03% | −5−2.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 196 | $96.4K | 0.00% | −2−1.0% | Reduced |
| Private Trust Co NA | 150 | $73.8K | 0.01% | −35−18.9% | Reduced |
| Creative Financial Designs Inc | 145 | $71.3K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 130 | $64.0K | 0.01% | −10−7.1% | Reduced |
| Global Retirement Partners, LLC | 124 | $61.0K | 0.00% | +2+1.6% | Added |
| SRS Capital Advisors, Inc. | 123 | $60.7K | 0.01% | +18+17.1% | Added |
| LGT Financial Advisors LLC | 123 | $60.3K | 0.15% | −50−28.9% | Reduced |
| Smartleaf Asset Management LLC | 115 | $57.1K | 0.01% | +60+109.1% | Added |
| MCF Advisors LLC | 115 | $56.6K | 0.00% | +25+27.8% | Added |
| Laurel Wealth Advisors LLC | 111 | $54.6K | 0.01% | +111 | New |
| Foster Dykema Cabot & Partners, LLC | 100 | $49.2K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 100 | $49.2K | 0.01% | +100 | New |
| Skopos Labs, Inc. | 98 | $48.2K | 0.02% | +98 | New |
| Lindbrook Capital, LLC | 96 | $47.2K | 0.00% | −3−3.0% | Reduced |