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 |
|---|---|---|---|---|---|
| River Wealth Advisors LLC | 502 | $237.9K | 0.03% | +2+0.4% | Added |
| Forum Financial Management, LP | 504 | $238.8K | 0.00% | 00.0% | Unchanged |
| Seeds Investor LLC | 505 | $239.3K | 0.07% | 00.0% | Unchanged |
| KKM Financial LLC | 508 | $240.7K | 0.10% | 00.0% | Unchanged |
| Sava Infond d.o.o. | 515 | $244.1K | 0.04% | +515 | New |
| Green Harvest Asset Management LLC | 516 | $244.5K | 0.00% | +516 | New |
| Quadrant Capital Group LLC | 518 | $245.5K | 0.02% | −62−10.7% | Reduced |
| Cordatus Wealth Management LLC | 519 | $246.0K | 0.06% | +5+1.0% | Added |
| International Assets Investment Management, LLC | 527 | $247.1K | 0.02% | −233,116−99.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 522 | $247.5K | 0.16% | −1,056−66.9% | Reduced |
| Gibbs Wealth Management | 524 | $248.3K | 0.07% | +116+28.4% | Added |
| CAPROCK Group, Inc. | 526 | $249.3K | 0.01% | +526 | New |
| Northside Capital Management, LLC | 528 | $250.4K | 0.07% | 00.0% | Unchanged |
| GAMMA Investing LLC | 534 | $253.1K | 0.02% | +43+8.8% | Added |
| Insigneo Advisory Services, LLC | 543 | $257.3K | 0.03% | −26−4.6% | Reduced |
| Parkside Financial Bank & Trust | 544 | $257.6K | 0.03% | −40−6.8% | Reduced |
| First Horizon Advisors, Inc. | 544 | $257.8K | 0.01% | +32+6.3% | Added |
| Ashton Thomas Private Wealth, LLC | 544 | $257.8K | 0.01% | +544 | New |
| Autumn Glory Partners, LLC | 548 | $259.7K | 0.13% | −821−60.0% | Reduced |
| Aureus Asset Management, LLC | 551 | $261.1K | 0.02% | 00.0% | Unchanged |
| GTS Securities LLC | 557 | $264.0K | 0.01% | +557 | New |
| HighPoint Advisor Group LLC | 560 | $264.3K | 0.01% | +560 | New |
| Prospect Financial Services LLC | 560 | $265.4K | 0.15% | −10−1.8% | Reduced |
| Davidson Kahn Capital Management, LLC | 561 | $265.9K | 0.25% | +561 | New |
| Napatree Capital LLC | 576 | $273.0K | 0.16% | 00.0% | Unchanged |
| Legacy Trust | 580 | $274.9K | 0.06% | 00.0% | Unchanged |
| Csenge Advisory Group | 582 | $275.6K | 0.01% | +1+0.2% | Added |
| Advisory Services Network, LLC | 585 | $277.3K | 0.01% | +2+0.3% | Added |
| Waldron Private Wealth LLC | 587 | $278.2K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 593 | $281.1K | 0.01% | −26−4.2% | Reduced |
| Boit C F David | 600 | $284.3K | 0.14% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 600 | $284.3K | 0.02% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 602 | $285.3K | 0.03% | +602 | New |
| Raiffeisen Bank International AG | 603 | $286.3K | 0.00% | +603 | New |
| Arkadios Wealth Advisors | 608 | $288.1K | 0.02% | −36−5.6% | Reduced |
| Blue Barn Wealth, LLC | 610 | $289.1K | 0.15% | +9+1.5% | Added |
| Geneos Wealth Management Inc. | 614 | $290.7K | 0.01% | +5+0.8% | Added |
| Sagespring Wealth Partners, LLC | 616 | $292.1K | 0.01% | +616 | New |
| Thrive Wealth Management, LLC | 618 | $292.9K | 0.05% | −33−5.1% | Reduced |
| Cynosure Management, LLC | 631 | $299.0K | 0.04% | −229−26.6% | Reduced |
| Crestwood Advisors Group LLC | 633 | $300.0K | 0.01% | +99+18.5% | Added |
| Gsa Capital Partners LLP | 633 | $300.0K | 0.02% | −1,322−67.6% | Reduced |
| Modern Wealth Management, LLC | 637 | $301.6K | 0.01% | +9+1.4% | Added |
| Savant Capital, LLC | 647 | $306.4K | 0.00% | −3−0.5% | Reduced |
| Apollon Wealth Management, LLC | 655 | $310.3K | 0.01% | −3−0.5% | Reduced |
| Huntington National Bank | 655 | $310.4K | 0.00% | −90−12.1% | Reduced |
| Assetmark, Inc | 662 | $313.7K | 0.00% | +50+8.2% | Added |
| Phillips Wealth Planners LLC | 678 | $314.6K | 0.31% | −137−16.8% | Reduced |
| Bank of Nova Scotia | 665 | $315.1K | 0.00% | −1,031−60.8% | Reduced |
| Fulcrum Capital LLC | 671 | $318.0K | 0.07% | +52+8.4% | Added |
| Bleakley Financial Group, LLC | 674 | $319.4K | 0.01% | +53+8.5% | Added |
| First Citizens Bank & Trust Co | 674 | $319.4K | 0.01% | +54+8.7% | Added |
| Woodstock Corp | 675 | $319.9K | 0.03% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 680 | $322.2K | 0.14% | +680 | New |
| Platform Technology Partners | 685 | $324.6K | 0.10% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 686 | $325.0K | 0.42% | −800−53.8% | Reduced |
| Eagle Global Advisors LLC | 693 | $328.2K | 0.01% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 687 | $329.1K | 0.13% | +21+3.2% | Added |
| Checchi Capital Advisers, LLC | 696 | $329.8K | 0.02% | +4+0.6% | Added |
| UniSuper Management Pty Ltd | 700 | $331.7K | 0.00% | −100−12.5% | Reduced |
| Summit Financial, LLC | 710 | $336.3K | 0.01% | +211+42.3% | Added |
| Taylor Hoffman Capital Management LLC | 724 | $343.1K | 0.12% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 736 | $348.8K | 0.18% | −3,558−82.9% | Reduced |
| World Equity Group, Inc. | 738 | $350.2K | 0.08% | +738 | New |
| Waterloo Capital, L.P. | 742 | $351.7K | 0.04% | −75−9.2% | Reduced |
| Icon Wealth Advisors, LLC | 749 | $355.0K | 0.03% | −41−5.2% | Reduced |
| Dakota Wealth Management | 752 | $356.4K | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 752 | $356.5K | 0.00% | +199+36.0% | Added |
| Centennial Wealth Advisory LLC | 754 | $357.6K | 0.14% | +22+3.0% | Added |
| HB Wealth Management, LLC | 757 | $358.7K | 0.00% | +757 | New |
| EP Wealth Advisors, LLC | 760 | $360.0K | 0.00% | +221+41.0% | Added |
| Heartwood Wealth Advisors LLC | 761 | $360.6K | 0.04% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 767 | $362.0K | 0.01% | −14−1.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 769 | $364.4K | 0.02% | +7+0.9% | Added |
| Jag Capital Management, LLC | 770 | $364.9K | 0.05% | −61−7.3% | Reduced |
| International Private Wealth Advisors LLC | 782 | $370.6K | 0.37% | +9+1.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 780 | $371.0K | 0.03% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 800 | $371.1K | 0.08% | −27−3.3% | Reduced |
| Enhancing Capital LLC | 793 | $375.8K | 0.30% | +793 | New |
| Rafferty Asset Management, LLC | 795 | $376.7K | 0.00% | −7−0.9% | Reduced |
| Larson Financial Group LLC | 801 | $379.8K | 0.02% | −337−29.6% | Reduced |
| Proequities, Inc. | 749 | $380.7K | 0.02% | +11+1.5% | Added |
| Simon Quick Advisors, LLC | 808 | $383.0K | 0.02% | +109+15.6% | Added |
| Stephens Inc | 810 | $383.9K | 0.01% | −92−10.2% | Reduced |
| Walleye Trading LLC | 820 | $388.6K | 0.01% | −2,204−72.9% | Reduced |
| Flputnam Investment Management Co | 821 | $389.1K | 0.01% | −64−7.2% | Reduced |
| Dark Forest Capital Management LP | 823 | $390.0K | 0.06% | +823 | New |
| Intrust Bank NA | 827 | $391.9K | 0.04% | −6−0.7% | Reduced |
| ICW Investment Advisors LLC | 838 | $397.1K | 0.17% | +19+2.3% | Added |
| Profund Advisors LLC | 839 | $397.6K | 0.01% | −165−16.4% | Reduced |
| Callan Family Office, LLC | 842 | $399.0K | 0.03% | +842 | New |
| CWM, LLC | 846 | $401.0K | 0.00% | −106−11.1% | Reduced |
| Johnson Financial Group, Inc. | 844 | $403.9K | 0.02% | −2,498−74.7% | Reduced |
| Clearstead Advisors, LLC | 857 | $406.1K | 0.01% | −268−23.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 864 | $409.4K | 0.08% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 865 | $409.9K | 0.02% | +44+5.4% | Added |
| Congress Wealth Management LLC | 867 | $411.7K | 0.01% | +73+9.2% | Added |
| XTX Topco Ltd | 880 | $417.0K | 0.03% | +880 | New |
| Foster Dykema Cabot & Partners, LLC | 885 | $419.4K | 0.03% | +785+785.0% | Added |
| Mutual Advisors, LLC | 855 | $419.8K | 0.01% | +114+15.4% | Added |