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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, 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.

Institutional holdersQ4 2024: 822 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 heldQ4 2024: $16.8B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q3 2024.

Institutions holding WSO in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Riverview Trust Co1$4740.00%00.0%Unchanged
TFC Financial Management1$4740.00%00.0%Unchanged
NewSquare Capital LLC1$4740.00%+1New
SBI Securities Co., Ltd.1$4740.00%+1New
Parkworth Wealth Management, Inc.1$4740.00%+1New
Principia Wealth Advisory, LLC1$4740.00%+1New
Capital A Wealth Management, LLC1$4740.00%+1New
NBC Securities, Inc.1$6140.06%−1,297−99.9%Reduced
Longfellow Investment Management Co LLC2$9480.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.2$9480.00%00.0%Unchanged
Raffa Wealth Management, LLC2$9480.00%00.0%Unchanged
Key Financial Inc2$9480.00%00.0%Unchanged
Valued Wealth Advisors LLC2$9480.00%00.0%Unchanged
HHM Wealth Advisors, LLC2$9480.00%+2New
Millstone Evans Group, LLC2$9480.00%+2New
Quent Capital, LLC2$1.00K0.00%−3−60.0%Reduced
True Wealth Design, LLC3$1.42K0.00%00.0%Unchanged
Financial Management Professionals, Inc.3$1.42K0.00%00.0%Unchanged
Crewe Advisors LLC4$1.90K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC4$1.90K0.00%00.0%Unchanged
Sachetta, LLC4$1.90K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC4$1.90K0.00%+4New
Painted Porch Advisors LLC4$1.90K0.00%+4New
Orion Capital Management LLC5$2.37K0.00%+5New
Missouri Trust & Investment Co5$2.37K0.00%+5New
SJS Investment Consulting Inc.6$2.84K0.00%−2−25.0%Reduced
DiNuzzo Private Wealth, Inc.6$2.84K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC6$2.84K0.00%+6New
Logan Capital Management Inc6$2.86K0.00%+6New
Tucker Asset Management LLC7$3.32K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.7$3.32K0.00%00.0%Unchanged
Raleigh Capital Management Inc.7$3.39K0.00%+7New
Copia Wealth Management8$3.79K0.00%+8New
FSC Wealth Advisors, LLC10$4.74K0.00%00.0%Unchanged
Park Square Financial Group, LLC10$4.74K0.00%+10New
Westside Investment Management, Inc.11$5.21K0.00%00.0%Unchanged
Addison Advisors LLC11$5.21K0.00%00.0%Unchanged
High Note Wealth, LLC12$5.69K0.00%+12New
Sunbelt Securities, Inc.12$5.70K0.00%00.0%Unchanged
Pathway Financial Advisers, LLC13$5.77K0.00%+1+8.3%Added
Mendota Financial Group, LLC13$6.16K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc13$6.16K0.00%00.0%Unchanged
ESL Trust Services, LLC14$6.63K0.00%00.0%Unchanged
TD Capital Management LLC14$6.67K0.00%+14New
Oliver Lagore Vanvalin Investment Group15$7.11K0.00%00.0%Unchanged
Pingora Partners LLC15$7.11K0.00%00.0%Unchanged
New Wave Wealth Advisors LLC16$7.58K0.00%+16New
Strengthening Families & Communities, LLC16$8.00K0.00%−315−95.2%Reduced
Plante Moran Financial Advisors, LLC17$8.06K0.00%+16+1,600.0%Added
Mowery & Schoenfeld Wealth Management, LLC18$8.53K0.02%00.0%Unchanged
Financial Life Planners18$8.65K0.01%+18New
Smithfield Trust Co20$9.00K0.00%00.0%Unchanged
Versant Capital Management, Inc19$9.00K0.00%−61−76.3%Reduced
AdvisorNet Financial, Inc20$9.48K0.00%−1−4.8%Reduced
St Germain D J Co Inc20$9.48K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC20$9.48K0.00%00.0%Unchanged
South State Corp.20$9.48K0.00%+20New
Ancora Advisors, LLC21$9.95K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.21$9.96K0.00%00.0%Unchanged
Private Wealth Management Group, LLC24$11.4K0.00%00.0%Unchanged
Fortitude Family Office, LLC25$11.8K0.00%00.0%Unchanged
Kestra Investment Management, LLC25$11.8K0.00%+25New
Criterion Capital Advisors, LLC26$12.0K0.01%00.0%Unchanged
TCTC Holdings, LLC26$12.3K0.00%+26New
Bell Investment Advisors, Inc26$12.3K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC26$12.3K0.00%+11+73.3%Added
Winch Advisory Services, LLC29$13.7K0.00%+29New
IMG Wealth Management, Inc.29$13.7K0.01%+29New
CVA Family Office, LLC30$14.2K0.00%+1+3.4%Added
Hemington Wealth Management33$15.0K0.00%+8+32.0%Added
Meeder Asset Management Inc32$15.2K0.00%+23+255.6%Added
Quest 10 Wealth Builders, Inc.32$15.2K0.02%+32New
GoalVest Advisory LLC33$15.6K0.00%−51−60.7%Reduced
MPWM Advisory Solutions, LLC34$16.1K0.01%+34New
Rosenberg Matthew Hamilton35$16.6K0.00%00.0%Unchanged
WR Wealth Planners, LLC35$16.6K0.01%00.0%Unchanged
Main Street Group, LTD35$16.6K0.01%00.0%Unchanged
Spire Wealth Management35$16.8K0.00%+15+75.0%Added
Parvin Asset Management, LLC37$17.5K0.02%+37New
FSA Wealth Management LLC38$18.0K0.01%00.0%Unchanged
Transce3nd, LLC38$18.0K0.01%+38New
Bryn Mawr Trust Co39$18.5K0.00%00.0%Unchanged
Legacy Investment Solutions, LLC40$18.6K0.01%00.0%Unchanged
Legacy Wealth Managment, LLC40$18.6K0.01%00.0%Unchanged
Legacy Bridge, LLC40$19.0K0.01%00.0%Unchanged
McIlrath & Eck, LLC40$19.0K0.00%00.0%Unchanged
Aster Capital Management (DIFC) Ltd40$19.0K0.01%+40New
Aventura Private Wealth, LLC40$19.1K0.01%+40New
Contravisory Investment Management, Inc.41$19.4K0.00%00.0%Unchanged
Solstein Capital, LLC42$19.9K0.01%00.0%Unchanged
Manchester Capital Management LLC43$20.4K0.00%+11+34.4%Added
RE Dickinson Investment Advisors, LLC44$21.1K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC46$21.8K0.00%00.0%Unchanged
North Star Investment Management Corp.47$22.3K0.00%+47New
Global Financial Private Client, LLC49$23.2K0.01%+2+4.3%Added
Broadwater Capital Management LLC50$23.7K0.02%−10−16.7%Reduced
PSI Advisors, LLC50$23.7K0.01%00.0%Unchanged
Harbour Investments, Inc.52$24.6K0.00%−1−1.9%Reduced
Bogart Wealth, LLC54$25.6K0.00%+4+8.0%Added
UMA Financial Services, Inc.56$26.5K0.00%+56New