Skip to main content
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

Q4 2024 vs. Q3 2024

How the institutions holding Watsco Inc changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of WSO: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders78910822+43
Shares35.7M404.8K35.3M+70.5K (+0.2%)
Value$17.4B$199.1M$16.8B−$487.0M (−2.8%)

10 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (108)

Institutions that held Watsco Inc at the end of Q4 2024 but not at the end of Q3 2024.

Showing the largest 100 of 108 by value.

Institutions new to WSO in Q4 2024
InstitutionSharesValue% of portfolio
Raymond James Financial Inc371,723$176.2M0.07%
Lord, Abbett & Co. LLC220,586$104.5M0.33%
BLI - Banque de Luxembourg Investments28,500$13.5M0.37%
Janney Montgomery Scott LLC22,044$10.4M0.03%
Regents Gate Capital LLP17,887$8.48M3.36%
Police & Firemen's Retirement System of New Jersey12,422$5.89M0.06%
KLP Kapitalforvaltning AS11,800$5.59M0.03%
New Age Alpha Advisors, LLC7,124$3.38M0.14%
Landscape Capital Management, L.L.C.5,534$2.62M0.28%
Aquatic Capital Management LLC5,487$2.60M0.07%
Exchange Traded Concepts, LLC5,093$2.41M0.05%
Jump Financial, LLC4,672$2.21M0.05%
Nomura Holdings Inc4,622$2.19M0.01%
Avanza Fonder AB3,913$1.85M0.06%
Fiducient Advisors LLC3,873$1.84M0.23%
Graham Capital Management, L.P.3,700$1.75M0.05%
Perigon Wealth Management, LLC3,536$1.74M0.04%
FORA Capital, LLC3,170$1.50M0.17%
Y-Intercept (Hong Kong) Ltd2,915$1.38M0.09%
Aware Super Pty Ltd as trustee of Aware Super2,812$1.33M0.02%
Chicago Capital, LLC2,123$1.01M0.03%
Catalyst Funds Management Pty Ltd2,100$995.2K0.25%
Jain Global LLC2,017$955.8K0.03%
Benchmark Financial Wealth Advisors, LLC1,919$909.4K0.29%
Adviser Investments LLC1,679$795.7K0.01%
Lombard Odier Asset Management (USA) Corp1,649$781.4K0.30%
Trust Point Inc.1,593$754.9K0.05%
Impact Capital Partners LLC1,473$698.0K0.25%
Verity & Verity, LLC1,359$643.8K0.06%
Entropy Technologies, LP1,357$643.1K0.07%
Tyche Wealth Partners LLC1,301$616.5K0.13%
Cary Street Partners Financial LLC1,050$497.6K0.02%
Allstate Corp1,010$478.6K0.01%
Everence Capital Management Inc940$445.0K0.03%
Certior Financial Group, LLC933$442.3K0.39%
Delta Financial Group, Inc.930$441.0K0.10%
Adell Harriman & Carpenter Inc913$432.7K0.03%
XTX Topco Ltd880$417.0K0.03%
Callan Family Office, LLC842$399.0K0.03%
Dark Forest Capital Management LP823$390.0K0.06%
Enhancing Capital LLC793$375.8K0.30%
HB Wealth Management, LLC757$358.7K0.00%
World Equity Group, Inc.738$350.2K0.08%
EntryPoint Capital, LLC680$322.2K0.14%
Sagespring Wealth Partners, LLC616$292.1K0.01%
Raiffeisen Bank International AG603$286.3K0.00%
FourThought Financial Partners, LLC602$285.3K0.03%
Davidson Kahn Capital Management, LLC561$265.9K0.25%
HighPoint Advisor Group LLC560$264.3K0.01%
GTS Securities LLC557$264.0K0.01%
Ashton Thomas Private Wealth, LLC544$257.8K0.01%
CAPROCK Group, Inc.526$249.3K0.01%
Green Harvest Asset Management LLC516$244.5K0.00%
Sava Infond d.o.o.515$244.1K0.04%
BankPlus Trust Department489$231.7K0.08%
StoneX Group Inc.478$226.5K0.01%
MAI Capital Management477$226.0K0.00%
LifeWealth Investments, LLC465$220.5K0.15%
Independent Advisor Alliance465$220.5K0.00%
Fund 1 Investments, LLC438$207.6K0.03%
Bridgefront Capital, LLC429$203.3K0.07%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.423$200.0K0.00%
Promus Capital, LLC400$189.6K0.15%
Endeavor Private Wealth, Inc.313$148.3K0.14%
Bellwether Advisors, LLC300$142.1K0.03%
Natixis264$125.1K0.00%
Bayforest Capital Ltd235$111.4K0.14%
Canada Pension Plan Investment Board200$94.8K0.00%
R Squared Ltd190$90.0K0.09%
VisionPoint Advisory Group, LLC151$70.8K0.02%
Golden State Wealth Management, LLC106$50.2K0.01%
Atala Financial Inc103$48.8K0.03%
Wingate Wealth Advisors, Inc.76$36.0K0.04%
Rialto Wealth Management, LLC65$30.8K0.01%
WPG Advisers, LLC60$28.4K0.03%
UMA Financial Services, Inc.56$26.5K0.00%
North Star Investment Management Corp.47$22.3K0.00%
Aventura Private Wealth, LLC40$19.1K0.01%
Aster Capital Management (DIFC) Ltd40$19.0K0.01%
Transce3nd, LLC38$18.0K0.01%
Parvin Asset Management, LLC37$17.5K0.02%
MPWM Advisory Solutions, LLC34$16.1K0.01%
Quest 10 Wealth Builders, Inc.32$15.2K0.02%
Winch Advisory Services, LLC29$13.7K0.00%
IMG Wealth Management, Inc.29$13.7K0.01%
TCTC Holdings, LLC26$12.3K0.00%
Kestra Investment Management, LLC25$11.8K0.00%
South State Corp.20$9.48K0.00%
Financial Life Planners18$8.65K0.01%
New Wave Wealth Advisors LLC16$7.58K0.00%
TD Capital Management LLC14$6.67K0.00%
High Note Wealth, LLC12$5.69K0.00%
Park Square Financial Group, LLC10$4.74K0.00%
Copia Wealth Management8$3.79K0.00%
Raleigh Capital Management Inc.7$3.39K0.00%
Logan Capital Management Inc6$2.86K0.00%
Annis Gardner Whiting Capital Advisors, LLC6$2.84K0.00%
Orion Capital Management LLC5$2.37K0.00%
Missouri Trust & Investment Co5$2.37K0.00%
Cassady Schiller Wealth Management, LLC4$1.90K0.00%

Sold out (65)

Institutions that held Watsco Inc at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of WSO in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Qube Research & Technologies Ltd73,843$36.3M
Bornite Capital Management LP35,000$17.2M
Woodline Partners LP18,417$9.06M
Tudor Investment Corp Et Al15,542$7.64M
Kingdon Capital Management, L.L.C.15,000$7.38M
Trexquant Investment LP11,415$5.61M
Polar Asset Management Partners Inc.6,000$2.95M
Scopus Asset Management, L.P.5,975$2.94M
Parallax Volatility Advisers, L.P.5,317$2.62M
Greenland Capital Management LP5,165$2.54M
Caisse de Depot Et Placement du Quebec4,493$2.21M
Weiss Asset Management LP4,199$2.07M
Quantitative Investment Management, LLC3,823$1.88M
Centiva Capital, LP3,445$1.69M
Deerfield Management Company, L.P. (Series C)3,401$1.67M
Healthcare of Ontario Pension Plan Trust Fund3,270$1.61M
Redwood Investment Management, LLC3,104$1.54M
B.O.S.S. Retirement Advisors, LLC2,917$1.44M
Americana Partners, LLC2,889$1.42M
Seven Eight Capital, LP2,298$1.13M
nVerses Capital, LLC1,900$934.6K
Veriti Management LLC1,888$928.8K
Sherbrooke Park Advisers LLC1,439$707.8K
Donoghue Forlines LLC1,410$693.6K
Twinbeech Capital LP1,323$650.8K
Investment Management Corp of Ontario1,101$541.6K
Axq Capital, LP1,040$511.6K
Virtu Financial LLC939$462.0K
Advisory Research Inc906$445.5K
Andra AP-fonden900$442.7K
Alpha DNA Investment Management LLC892$438.8K
iA Global Asset Management Inc.845$416.0K
Campbell & CO Investment Adviser LLC840$413.2K
Impact Partnership Wealth, LLC807$397.0K
Scientech Research LLC766$376.8K
Ieq Capital, LLC749$368.5K
Fox Run Management, L.L.C.743$365.5K
Abn Amro Investment Solutions728$358.1K
MQS Management LLC699$343.8K
Fiduciary Family Office, LLC611$300.5K
Krane Funds Advisors LLC608$299.1K
Summit Trail Advisors, LLC572$281.3K
Prelude Capital Management, LLC513$252.3K
Keebeck Alpha, LP513$252.3K
Blueshift Asset Management, LLC490$241.0K
Diversify Advisory Services, LLC494$239.4K
IHT Wealth Management, LLC458$226.0K
Scotia Capital Inc.445$218.9K
Blue Fin Capital, Inc.422$207.6K
Lighthouse Investment Partners, LLC422$207.6K
AlphaStar Capital Management, LLC414$203.6K
Lazard Asset Management LLC245$120.0K
Cedar Wealth Management, LLC230$113.1K
Flaharty Asset Management, LLC100$49.2K
Quarry LP90$44.3K
Ashton Thomas Securities, LLC87$42.8K
Beacon Capital Management, LLC34$16.7K
Godsey & Gibb Associates24$11.8K
Aspire Private Capital, LLC18$8.85K
Pacific Capital Wealth Advisors, Inc18$8.85K
Motco16$7.87K
Salem Investment Counselors Inc4$1.97K
Capital Performance Advisors LLP3$1.48K
Claris Advisors, LLC2$984
Avion Wealth1$0

Not filed for Q4 2024 yet (10)

Institutions that held Watsco Inc at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WSO in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates358,228$176.2M
B. Metzler seel. Sohn & Co. Holding AG21,723$10.7M
Raymond James Financial Services Advisors, Inc.15,480$7.61M
Raymond James Trust N.A.4,168$2.05M
PEAK6 Investments LLC3,551$1.75M
Prio Wealth Limited Partnership952$468.3K
Rakuten Investment Management, Inc.636$315.4K
Northwest Investment Counselors, LLC21$10.3K
Peterson Financial Group, Inc.11$5.25K
Annapolis Financial Services, LLC1$517