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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2024: 789 institutions
Q1 2021: 464 institutionsQ2 2021: 475 institutionsQ3 2021: 478 institutionsQ4 2021: 521 institutionsQ1 2022: 495 institutionsQ2 2022: 516 institutionsQ3 2022: 538 institutionsQ4 2022: 568 institutionsQ1 2023: 615 institutionsQ2 2023: 677 institutionsQ3 2023: 683 institutionsQ4 2023: 727 institutionsQ1 2024: 746 institutionsQ2 2024: 778 institutionsQ3 2024: 789 institutionsQ4 2024: 822 institutionsQ1 2025: 840 institutionsQ2 2025: 807 institutionsQ3 2025: 780 institutionsQ4 2025: 768 institutionsQ1 2026: 772 institutionsQ2 2026: 787 institutions
Value heldQ3 2024: $17.4B
Q1 2021: $8.06BQ2 2021: $8.80BQ3 2021: $8.12BQ4 2021: $9.61BQ1 2022: $9.46BQ2 2022: $7.74BQ3 2022: $8.59BQ4 2022: $8.51BQ1 2023: $11.0BQ2 2023: $13.5BQ3 2023: $13.7BQ4 2023: $15.3BQ1 2024: $15.6BQ2 2024: $16.7BQ3 2024: $17.4BQ4 2024: $16.8BQ1 2025: $17.9BQ2 2025: $15.3BQ3 2025: $14.6BQ4 2025: $12.6BQ1 2026: $13.9BQ2 2026: $15.7B
Institutions holding WSO and their total value by quarter
QuarterHoldersValue
Q2 2026787$15.7B
Q1 2026772$13.9B
Q4 2025768$12.6B
Q3 2025780$14.6B
Q2 2025807$15.3B
Q1 2025840$17.9B
Q4 2024822$16.8B
Q3 2024789$17.4B
Q2 2024778$16.7B
Q1 2024746$15.6B
Q4 2023727$15.3B
Q3 2023683$13.7B
Q2 2023677$13.5B
Q1 2023615$11.0B
Q4 2022568$8.51B
Q3 2022538$8.59B
Q2 2022516$7.74B
Q1 2022495$9.46B
Q4 2021521$9.61B
Q3 2021478$8.12B
Q2 2021475$8.80B
Q1 2021464$8.06B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q2 2024.

Institutions holding WSO in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Massmutual Trust Co FSB94$46.2K0.00%+22+30.6%Added
Quarry LP90$44.3K0.01%+33+57.9%Added
Rise Advisors, LLC89$43.8K0.02%00.0%Unchanged
Ransom Advisory, Ltd88$43.3K0.02%−20−18.5%Reduced
Ashton Thomas Securities, LLC87$42.8K0.01%+87New
GoalVest Advisory LLC84$41.3K0.01%00.0%Unchanged
Tortoise Investment Management, LLC84$41.3K0.00%+10+13.5%Added
Versant Capital Management, Inc80$39.4K0.01%+55+220.0%Added
Hartford Financial Management Inc.69$33.9K0.01%+14+25.5%Added
Armstrong Advisory Group, Inc65$32.0K0.00%00.0%Unchanged
West Branch Capital LLC63$31.1K0.01%00.0%Unchanged
Hall Laurie J Trustee60$30.0K0.01%00.0%Unchanged
Broadwater Capital Management LLC60$29.5K0.02%00.0%Unchanged
First PREMIER Bank59$29.0K0.01%00.0%Unchanged
Harbour Investments, Inc.53$26.1K0.00%−41−43.6%Reduced
PSI Advisors, LLC50$24.6K0.01%00.0%Unchanged
Bogart Wealth, LLC50$24.6K0.00%+14+38.9%Added
Global Financial Private Client, LLC47$23.1K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC46$22.6K0.00%+1+2.2%Added
RE Dickinson Investment Advisors, LLC44$21.8K0.01%00.0%Unchanged
Legacy Investment Solutions, LLC40$21.7K0.01%+40New
Legacy Wealth Managment, LLC40$21.7K0.01%+40New
Solstein Capital, LLC42$20.7K0.01%00.0%Unchanged
Contravisory Investment Management, Inc.41$20.2K0.00%00.0%Unchanged
Legacy Bridge, LLC40$19.7K0.01%00.0%Unchanged
McIlrath & Eck, LLC40$19.7K0.00%00.0%Unchanged
Bryn Mawr Trust Co39$19.2K0.00%+39New
FSA Wealth Management LLC38$18.6K0.01%+38New
Rosenberg Matthew Hamilton35$17.2K0.00%00.0%Unchanged
Main Street Group, LTD35$17.2K0.01%00.0%Unchanged
WR Wealth Planners, LLC35$17.2K0.00%+8+29.6%Added
Beacon Capital Management, LLC34$16.7K0.00%+34New
Manchester Capital Management LLC32$15.7K0.00%−2−5.9%Reduced
CVA Family Office, LLC29$14.3K0.00%+11+61.1%Added
Bell Investment Advisors, Inc26$12.8K0.00%00.0%Unchanged
Fortitude Family Office, LLC25$12.3K0.00%+12+92.3%Added
Criterion Capital Advisors, LLC26$12.0K0.01%00.0%Unchanged
Godsey & Gibb Associates24$11.8K0.00%−262−91.6%Reduced
Private Wealth Management Group, LLC24$11.8K0.00%00.0%Unchanged
Hemington Wealth Management25$11.0K0.00%+25New
TD Waterhouse Canada Inc.21$10.4K0.00%00.0%Unchanged
AdvisorNet Financial, Inc21$10.3K0.00%−7−25.0%Reduced
Ancora Advisors, LLC21$10.3K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC21$10.3K0.00%+21New
Smithfield Trust Co20$10.0K0.00%00.0%Unchanged
Spire Wealth Management20$9.84K0.00%−22−52.4%Reduced
St Germain D J Co Inc20$9.84K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC20$9.84K0.00%00.0%Unchanged
Aspire Private Capital, LLC18$8.85K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc18$8.85K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC18$8.85K0.01%+18New
Motco16$7.87K0.00%+16New
Coppell Advisory Solutions LLC15$7.44K0.00%+2+15.4%Added
Oliver Lagore Vanvalin Investment Group15$7.38K0.00%00.0%Unchanged
Pingora Partners LLC15$7.38K0.01%00.0%Unchanged
ESL Trust Services, LLC14$6.89K0.00%00.0%Unchanged
Mendota Financial Group, LLC13$6.39K0.00%+13New
Farmers & Merchants Investments Inc13$6.39K0.00%−1−7.1%Reduced
Pathway Financial Advisers, LLC12$5.95K0.00%−14−53.8%Reduced
Sunbelt Securities, Inc.12$5.90K0.00%00.0%Unchanged
Addison Advisors LLC11$5.41K0.00%00.0%Unchanged
Peterson Financial Group, Inc.11$5.25K0.02%+11New
Westside Investment Management, Inc.11$5.18K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC10$4.92K0.00%00.0%Unchanged
Meeder Asset Management Inc9$4.43K0.00%−17−65.4%Reduced
SJS Investment Consulting Inc.8$3.94K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.7$3.44K0.00%00.0%Unchanged
Tucker Asset Management LLC7$3.44K0.00%−5−41.7%Reduced
DiNuzzo Private Wealth, Inc.6$2.95K0.00%00.0%Unchanged
Quent Capital, LLC5$2.51K0.00%00.0%Unchanged
Sachetta, LLC4$1.97K0.00%−4−50.0%Reduced
Crewe Advisors LLC4$1.97K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC4$1.97K0.00%00.0%Unchanged
Salem Investment Counselors Inc4$1.97K0.00%+4New
Hexagon Capital Partners LLC3$1.48K0.00%−2−40.0%Reduced
True Wealth Design, LLC3$1.48K0.00%00.0%Unchanged
Capital Performance Advisors LLP3$1.48K0.00%+3New
Financial Management Professionals, Inc.3$1.00K0.00%00.0%Unchanged
Key Financial Inc2$9840.00%−24−92.3%Reduced
BOK Financial Private Wealth, Inc.2$9840.00%00.0%Unchanged
Valued Wealth Advisors LLC2$9840.00%00.0%Unchanged
Longfellow Investment Management Co LLC2$9840.00%00.0%Unchanged
Raffa Wealth Management, LLC2$9840.00%00.0%Unchanged
Claris Advisors, LLC2$9840.00%+2New
Annapolis Financial Services, LLC1$5170.00%+1New
TFC Financial Management1$4920.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC1$4920.00%+1New
Riverview Trust Co1$4920.00%+1New
Avion Wealth1$00.00%00.0%Unchanged
Alyeska Investment Group, L.P.0$00.00%−40,363−100.0%Sold out
Interval Partners, LP0$00.00%−25,344−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−22,091−100.0%Sold out
Kodai Capital Management LP0$00.00%−20,511−100.0%Sold out
HRT Financial LP0$00.00%−12,754−100.0%Sold out
Moore Capital Management, LP0$00.00%−10,000−100.0%Sold out
Eagle Asset Management Inc0$00.00%−9,988−100.0%Sold out
Jade Capital Advisors, LLC0$00.00%−8,500−100.0%Sold out
Jump Financial, LLC0$00.00%−5,627−100.0%Sold out
SYSTM Wealth Solutions LLC0$00.00%−4,389−100.0%Sold out
Impax Asset Management Group plc0$00.00%−4,021−100.0%Sold out