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, Q4 2024
Institutional positions in Watsco Inc as of Dec 31, 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
- 822
- +43 vs. Q3 2024
- Shares held
- 35.3M
- +70.5K (+0.2%) vs. Q3 2024
- Total value
- $16.8B
- −$487.0M (−2.8%) vs. Q3 2024
- New holders
- 108
- 273 more added
- Sold out
- 65
- 307 more reduced
10 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,735,741 | $1.77B | 0.04% | −49,091−1.3% | Reduced |
| Vanguard Group Inc | 3,618,109 | $1.71B | 0.03% | +52,127+1.5% | Added |
| FMR LLC | 3,471,241 | $1.64B | 0.10% | −152,918−4.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,549,850 | $734.5M | 1.69% | +2,627+0.2% | Added |
| Charles Schwab Investment Management Inc | 1,371,535 | $650.0M | 0.12% | +118,713+9.5% | Added |
| State Street Corp | 1,221,747 | $579.0M | 0.02% | +47,985+4.1% | Added |
| Baillie Gifford & Co | 1,098,081 | $520.4M | 0.40% | −136,055−11.0% | Reduced |
| Blair William & Co | 770,936 | $365.3M | 1.06% | −14,109−1.8% | Reduced |
| Geode Capital Management, LLC | 725,186 | $343.2M | 0.03% | +20,856+3.0% | Added |
| Capital World Investors | 639,019 | $302.8M | 0.05% | 00.0% | Unchanged |
| Morgan Stanley | 609,673 | $288.9M | 0.02% | +15,939+2.7% | Added |
| Neuberger Berman Group LLC | 595,982 | $282.4M | 0.22% | −1,364−0.2% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 590,500 | $279.8M | 2.47% | +8,000+1.4% | Added |
| JPMorgan Chase & Co | 477,470 | $226.3M | 0.02% | +13,409+2.9% | Added |
| Wells Fargo & Company | 466,710 | $221.2M | 0.05% | −7,232−1.5% | Reduced |
| Raymond James Financial Inc | 371,723 | $176.2M | 0.07% | +371,723 | New |
| Wellington Management Group LLP | 353,849 | $167.7M | 0.03% | −96,362−21.4% | Reduced |
| Hamlin Capital Management, LLC | 345,020 | $163.5M | 4.05% | +30,477+9.7% | Added |
| Boston Financial Mangement LLC | 342,412 | $162.3M | 4.91% | +1,147+0.3% | Added |
| Bank of New York Mellon Corp | 342,077 | $162.1M | 0.03% | −31,754−8.5% | Reduced |
| Northern Trust Corp | 333,348 | $158.0M | 0.02% | +67,649+25.5% | Added |
| Davenport & Co LLC | 327,729 | $155.4M | 0.91% | +19,585+6.4% | Added |
| Goldman Sachs Group Inc | 287,924 | $136.4M | 0.03% | +2,923+1.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 262,437 | $124.4M | 0.29% | −67,670−20.5% | Reduced |
| Envestnet Asset Management Inc | 260,104 | $123.3M | 0.04% | +3,196+1.2% | Added |
| Bahl & Gaynor Inc | 251,529 | $119.2M | 0.63% | +12,896+5.4% | Added |
| Norges Bank | 249,661 | $118.3M | 0.02% | −3,870−1.5% | Reduced |
| Barclays PLC | 237,647 | $112.6M | 0.06% | −146,765−38.2% | Reduced |
| Royal Bank of Canada | 228,115 | $108.1M | 0.02% | +3,301+1.5% | Added |
| Lord, Abbett & Co. LLC | 220,586 | $104.5M | 0.33% | +220,586 | New |
| Dimensional Fund Advisors LP | 218,987 | $103.8M | 0.02% | +5,359+2.5% | Added |
| Welch & Forbes LLC | 214,281 | $101.5M | 1.31% | −622−0.3% | Reduced |
| Caledonia Investments PLC | 194,427 | $92.2M | 11.02% | −5,000−2.5% | Reduced |
| Invesco Ltd. | 188,480 | $89.3M | 0.02% | −4,860−2.5% | Reduced |
| Citadel Advisors LLC | 161,647 | $76.6M | 0.07% | +105,706+189.0% | Added |
| CI Private Wealth, LLC | 157,818 | $74.8M | 0.12% | −7,234−4.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 144,435 | $68.4M | 0.83% | +16,665+13.0% | Added |
| Bank of America Corp | 141,693 | $67.1M | 0.01% | −42,179−22.9% | Reduced |
| Kames Capital plc | 139,157 | $66.0M | 0.87% | +18,279+15.1% | Added |
| UBS Group AG | 138,270 | $65.5M | 0.01% | +76,736+124.7% | Added |
| Brown Brothers Harriman & Co | 132,393 | $62.7M | 0.44% | +13,630+11.5% | Added |
| UBS Asset Management Americas Inc | 130,379 | $61.8M | 0.01% | +11,519+9.7% | Added |
| King Luther Capital Management Corp | 126,875 | $60.1M | 0.26% | +4,728+3.9% | Added |
| Handelsbanken Fonder AB | 122,458 | $58.0M | 0.22% | −5,100−4.0% | Reduced |
| First Trust Advisors LP | 122,189 | $57.9M | 0.05% | −6,573−5.1% | Reduced |
| Howland Capital Management LLC | 118,893 | $56.3M | 2.47% | −1,362−1.1% | Reduced |
| GW&K Investment Management, LLC | 114,187 | $54.1M | 0.46% | −2,788−2.4% | Reduced |
| Riverbridge Partners LLC | 113,472 | $53.8M | 0.73% | −7,922−6.5% | Reduced |
| Balyasny Asset Management LLC | 110,752 | $52.5M | 0.12% | +93,506+542.2% | Added |
| Baird Financial Group, Inc. | 110,521 | $52.4M | 0.10% | −3,693−3.2% | Reduced |
| Benjamin Edwards Inc | 108,766 | $51.6M | 0.74% | +1,303+1.2% | Added |
| Legal & General Group Plc | 107,925 | $51.1M | 0.01% | −9,667−8.2% | Reduced |
| Rhumbline Advisers | 106,391 | $50.4M | 0.05% | +1,601+1.5% | Added |
| Swedbank AB | 103,831 | $49.2M | 0.06% | −69,956−40.3% | Reduced |
| Stifel Financial Corp | 103,429 | $49.0M | 0.05% | −330.0% | Reduced |
| Premier Fund Managers Ltd | 100,000 | $47.5M | 1.69% | 00.0% | Unchanged |
| Swiss National Bank | 98,244 | $46.6M | 0.03% | −4,900−4.8% | Reduced |
| Conestoga Capital Advisors, LLC | 97,832 | $46.4M | 0.61% | +1,300+1.3% | Added |
| Dearborn Partners LLC | 94,485 | $44.8M | 1.88% | −1,090−1.1% | Reduced |
| TimesSquare Capital Management, LLC | 90,340 | $42.8M | 0.62% | −20,563−18.5% | Reduced |
| Natixis Advisors, L.P. | 88,932 | $42.1M | 0.08% | +80+0.1% | Added |
| Price T Rowe Associates Inc | 88,434 | $41.9M | 0.00% | −11,497−11.5% | Reduced |
| Wilkinson Global Asset Management LLC | 87,128 | $41.3M | 2.54% | −198−0.2% | Reduced |
| Anchor Capital Advisors LLC | 85,255 | $40.4M | 1.15% | −4,016−4.5% | Reduced |
| Principal Financial Group Inc | 84,765 | $40.2M | 0.02% | −3,055−3.5% | Reduced |
| Nuveen Asset Management, LLC | 83,561 | $39.6M | 0.01% | −6,286−7.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 80,723 | $37.9M | 0.06% | −29,834−27.0% | Reduced |
| RMB Capital Management, LLC | 78,561 | $37.2M | 0.86% | −43−0.1% | Reduced |
| Jennison Associates LLC | 78,340 | $37.1M | 0.02% | −44,522−36.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 68,637 | $32.5M | 0.02% | +3,879+6.0% | Added |
| Baskin Financial Services Inc. | 67,677 | $32.1M | 2.55% | +435+0.6% | Added |
| Great West Life Assurance Co | 67,254 | $31.9M | 0.05% | +9,326+16.1% | Added |
| Formuepleje A/S | 65,618 | $31.1M | 1.68% | −7,078−9.7% | Reduced |
| Geneva Capital Management LLC | 63,059 | $29.9M | 0.52% | −4,962−7.3% | Reduced |
| Macquarie Group Ltd | 62,687 | $29.7M | 0.04% | −2,383−3.7% | Reduced |
| Renaissance Technologies LLC | 62,400 | $29.6M | 0.04% | +35,800+134.6% | Added |
| Schwartz Investment Counsel Inc | 61,000 | $28.9M | 1.04% | 00.0% | Unchanged |
| Capital Advisors Inc | 59,288 | $28.1M | 0.56% | −188−0.3% | Reduced |
| Pembroke Management, LTD | 59,241 | $28.1M | 3.50% | −648−1.1% | Reduced |
| Fenimore Asset Management Inc | 58,180 | $27.6M | 0.58% | −325−0.6% | Reduced |
| California Public Employees Retirement System | 56,725 | $26.9M | 0.02% | −4,612−7.5% | Reduced |
| EULAV Asset Management | 55,900 | $26.5M | 0.64% | +7,000+14.3% | Added |
| Deutsche Bank AG | 54,970 | $26.0M | 0.01% | −5,229−8.7% | Reduced |
| Retirement Systems of Alabama | 54,498 | $25.8M | 0.10% | +90+0.2% | Added |
| T. Rowe Price Investment Management, Inc. | 54,410 | $25.8M | 0.02% | −1,755−3.1% | Reduced |
| National Pension Service | 53,300 | $25.3M | 0.02% | −1,500−2.7% | Reduced |
| Motley Fool Asset Management LLC | 53,206 | $25.2M | 1.31% | +678+1.3% | Added |
| Citigroup Inc | 52,550 | $24.9M | 0.02% | +36,331+224.0% | Added |
| William Blair Investment Management, LLC | 52,464 | $24.9M | 0.06% | −22,083−29.6% | Reduced |
| Captrust Financial Advisors | 52,372 | $24.8M | 0.07% | −1,664−3.1% | Reduced |
| California State Teachers Retirement System | 51,597 | $24.5M | 0.03% | −2,947−5.4% | Reduced |
| Franklin Resources Inc | 49,916 | $23.7M | 0.01% | −1,674−3.2% | Reduced |
| Alliancebernstein L.P. | 49,882 | $23.6M | 0.01% | −1,165−2.3% | Reduced |
| Bradley Foster & Sargent Inc | 46,900 | $22.2M | 0.37% | +132+0.3% | Added |
| Nordea Investment Management AB | 46,639 | $22.2M | 0.02% | −5,042−9.8% | Reduced |
| SEI Investments Co | 46,596 | $22.1M | 0.03% | −5,696−10.9% | Reduced |
| Squarepoint Ops LLC | 44,743 | $21.2M | 0.05% | −46,893−51.2% | Reduced |
| Bath Savings Trust Co | 39,529 | $18.7M | 1.90% | −671−1.7% | Reduced |
| Corebridge Financial, Inc. | 39,409 | $18.7M | 0.10% | −1,729−4.2% | Reduced |
| Grace & White Inc | 39,200 | $18.6M | 3.47% | −750−1.9% | Reduced |