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 |
|---|---|---|---|---|---|
| Hall Laurie J Trustee | 60 | $28.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 59 | $28.0K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 60 | $28.4K | 0.03% | +60 | New |
| West Branch Capital LLC | 63 | $29.9K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 65 | $30.8K | 0.01% | −4−5.8% | Reduced |
| Armstrong Advisory Group, Inc | 65 | $30.8K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 65 | $30.8K | 0.01% | +65 | New |
| Wingate Wealth Advisors, Inc. | 76 | $36.0K | 0.04% | +76 | New |
| Lindbrook Capital, LLC | 84 | $39.8K | 0.00% | −12−12.5% | Reduced |
| Ransom Advisory, Ltd | 88 | $41.7K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 90 | $42.4K | 0.02% | +1+1.1% | Added |
| Hexagon Capital Partners LLC | 102 | $48.3K | 0.01% | +99+3,300.0% | Added |
| Quest Partners LLC | 103 | $48.8K | 0.01% | −146−58.6% | Reduced |
| Atala Financial Inc | 103 | $48.8K | 0.03% | +103 | New |
| Golden State Wealth Management, LLC | 106 | $50.2K | 0.01% | +106 | New |
| Laurel Wealth Advisors LLC | 111 | $52.6K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 114 | $53.7K | 0.02% | +16+16.3% | Added |
| LGT Financial Advisors LLC | 123 | $58.2K | 0.13% | 00.0% | Unchanged |
| Resources Management Corp | 125 | $59.0K | 0.01% | −5−3.8% | Reduced |
| Smartleaf Asset Management LLC | 130 | $61.8K | 0.01% | +15+13.0% | Added |
| Creative Financial Designs Inc | 145 | $68.7K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 148 | $70.1K | 0.01% | +64+76.2% | Added |
| VisionPoint Advisory Group, LLC | 151 | $70.8K | 0.02% | +151 | New |
| Private Trust Co NA | 150 | $71.1K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 150 | $71.2K | 0.00% | +35+30.4% | Added |
| Financial Network Wealth Advisors LLC | 156 | $73.9K | 0.14% | −215−58.0% | Reduced |
| Richardson Financial Services Inc. | 185 | $87.8K | 0.06% | −40−17.8% | Reduced |
| Headlands Technologies LLC | 189 | $89.6K | 0.01% | −232−55.1% | Reduced |
| R Squared Ltd | 190 | $90.0K | 0.09% | +190 | New |
| Whittier Trust Co of Nevada Inc | 195 | $92.4K | 0.00% | −1−0.5% | Reduced |
| Whittier Trust Co | 198 | $93.8K | 0.00% | −14−6.6% | Reduced |
| Canada Pension Plan Investment Board | 200 | $94.8K | 0.00% | +200 | New |
| Mascoma Wealth Management LLC | 205 | $97.1K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 212 | $100.5K | 0.00% | +88+71.0% | Added |
| Archer Investment Corp | 216 | $102.4K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 222 | $105.2K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 228 | $108.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 235 | $111.4K | 0.00% | −14−5.6% | Reduced |
| Bayforest Capital Ltd | 235 | $111.4K | 0.14% | +235 | New |
| Cove Street Capital, LLC | 240 | $113.7K | 0.13% | 00.0% | Unchanged |
| Ostrum Asset Management | 242 | $114.7K | 0.01% | −8−3.2% | Reduced |
| SRS Capital Advisors, Inc. | 256 | $121.1K | 0.01% | +133+108.1% | Added |
| Natixis | 264 | $125.1K | 0.00% | +264 | New |
| Ronald Blue Trust, Inc. | 271 | $128.4K | 0.00% | −256−48.6% | Reduced |
| Eagle Bay Advisors LLC | 276 | $130.6K | 0.08% | −39−12.4% | Reduced |
| Mather Group, LLC. | 278 | $131.7K | 0.00% | +19+7.3% | Added |
| Allworth Financial LP | 272 | $137.4K | 0.00% | +10+3.8% | Added |
| Evermay Wealth Management LLC | 295 | $139.8K | 0.02% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 300 | $142.1K | 0.03% | +300 | New |
| Y.D. More Investments Ltd | 300 | $142.2K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 301 | $142.9K | 0.02% | −49−14.0% | Reduced |
| Endeavor Private Wealth, Inc. | 313 | $148.3K | 0.14% | +313 | New |
| Central Trust Co | 315 | $149.3K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 321 | $152.1K | 0.05% | −27−7.8% | Reduced |
| Bessemer Group Inc | 341 | $162.0K | 0.00% | +26+8.3% | Added |
| Covestor Ltd | 353 | $168.0K | 0.11% | +17+5.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 356 | $168.7K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 362 | $172.0K | 0.00% | −211−36.8% | Reduced |
| Ossiam | 369 | $174.9K | 0.00% | −110−23.0% | Reduced |
| Principal Securities, Inc. | 373 | $176.8K | 0.00% | +24+6.9% | Added |
| Cullen/Frost Bankers, Inc. | 373 | $176.8K | 0.00% | +43+13.0% | Added |
| Colonial Trust Co | 394 | $186.7K | 0.03% | −5−1.3% | Reduced |
| IFP Advisors, Inc | 390 | $188.0K | 0.01% | −142−26.7% | Reduced |
| Promus Capital, LLC | 400 | $189.6K | 0.15% | +400 | New |
| HM Payson & Co | 410 | $194.3K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 423 | $200.0K | 0.00% | +423 | New |
| Baker Tilly Wealth Management, LLC | 423 | $200.5K | 0.08% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 423 | $200.5K | 0.02% | +12+2.9% | Added |
| Rodgers Brothers Inc. | 426 | $201.9K | 0.03% | −7−1.6% | Reduced |
| Bridgefront Capital, LLC | 429 | $203.3K | 0.07% | +429 | New |
| Baldwin Brothers Inc | 431 | $204.2K | 0.01% | −44−9.3% | Reduced |
| Fund 1 Investments, LLC | 438 | $207.6K | 0.03% | +438 | New |
| ISAM Funds (UK) Ltd | 439 | $208.0K | 0.15% | −728−62.4% | Reduced |
| Fundamentun, LLC | 443 | $209.9K | 0.01% | +2+0.5% | Added |
| Tradition Wealth Management, LLC | 444 | $210.5K | 0.02% | −117−20.9% | Reduced |
| Jefferies Financial Group Inc. | 445 | $210.9K | 0.00% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 452 | $212.0K | 0.08% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 453 | $214.7K | 0.04% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 455 | $215.6K | 0.00% | +17+3.9% | Added |
| Voya Financial Advisors, Inc. | 461 | $218.9K | 0.02% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 462 | $218.9K | 0.02% | 00.0% | Unchanged |
| Berry Wealth Group, LP | 463 | $219.4K | 0.16% | +53+12.9% | Added |
| SageView Advisory Group, LLC | 465 | $220.2K | 0.01% | +31+7.1% | Added |
| Independent Advisor Alliance | 465 | $220.5K | 0.00% | +465 | New |
| LifeWealth Investments, LLC | 465 | $220.5K | 0.15% | +465 | New |
| LRI Investments, LLC | 472 | $223.7K | 0.02% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 472 | $223.7K | 0.01% | +41+9.5% | Added |
| MAI Capital Management | 477 | $226.0K | 0.00% | +477 | New |
| Prudential PLC | 477 | $226.0K | 0.00% | −675−58.6% | Reduced |
| StoneX Group Inc. | 478 | $226.5K | 0.01% | +478 | New |
| Eqis Capital Management, Inc. | 481 | $228.2K | 0.02% | −56−10.4% | Reduced |
| Tower Wealth Partners, Inc. | 482 | $228.4K | 0.12% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 484 | $229.4K | 0.00% | +7+1.5% | Added |
| Robertson Stephens Wealth Management, LLC | 489 | $231.7K | 0.01% | −862−63.8% | Reduced |
| BankPlus Trust Department | 489 | $231.7K | 0.08% | +489 | New |
| Breakwater Capital Group | 491 | $232.7K | 0.05% | 00.0% | Unchanged |
| Synovus Financial Corp | 493 | $233.6K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 495 | $234.6K | 0.03% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 500 | $236.9K | 0.04% | −635−55.9% | Reduced |
| Bedel Financial Consulting, Inc. | 500 | $237.0K | 0.03% | 00.0% | Unchanged |