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 |
|---|---|---|---|---|---|
| Heritage Family Offices, LLP | 898 | $425.4K | 0.21% | −60−6.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 898 | $425.6K | 0.03% | −4−0.4% | Reduced |
| Compass Ion Advisors, LLC | 898 | $425.7K | 0.05% | −37−4.0% | Reduced |
| Arete Wealth Advisors, LLC | 898 | $427.0K | 0.03% | +86+10.6% | Added |
| Haverford Trust Co | 904 | $428.4K | 0.00% | −3−0.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 904 | $428.4K | 0.03% | +36+4.1% | Added |
| Prospera Financial Services Inc | 911 | $431.9K | 0.01% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 913 | $432.7K | 0.03% | +913 | New |
| Massmutual Trust Co FSB | 921 | $436.5K | 0.01% | +827+879.8% | Added |
| Delta Financial Group, Inc. | 930 | $441.0K | 0.10% | +930 | New |
| Greenleaf Trust | 932 | $441.7K | 0.00% | +97+11.6% | Added |
| Certior Financial Group, LLC | 933 | $442.3K | 0.39% | +933 | New |
| Millennium Management LLC | 937 | $444.0K | 0.00% | −12,595−93.1% | Reduced |
| Ellevest, Inc. | 937 | $444.0K | 0.03% | −21−2.2% | Reduced |
| Everence Capital Management Inc | 940 | $445.0K | 0.03% | +940 | New |
| Toroso Investments, LLC | 948 | $449.2K | 0.00% | −1,321−58.2% | Reduced |
| Fifth Third Bancorp | 981 | $464.9K | 0.00% | −15−1.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 990 | $469.0K | 0.08% | −1,731−63.6% | Reduced |
| Tompkins Financial Corp | 1,000 | $473.9K | 0.04% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,000 | $473.9K | 0.03% | 00.0% | Unchanged |
| Allstate Corp | 1,010 | $478.6K | 0.01% | +1,010 | New |
| Everpar Advisors LLC | 1,017 | $481.9K | 0.24% | −16−1.5% | Reduced |
| Park National Corp | 1,031 | $488.6K | 0.02% | −101−8.9% | Reduced |
| Valeo Financial Advisors, LLC | 1,032 | $489.1K | 0.01% | +12+1.2% | Added |
| Quantum Private Wealth, LLC | 1,038 | $491.7K | 0.16% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,039 | $492.3K | 0.00% | +239+29.9% | Added |
| Park Place Capital Corp | 1,042 | $493.8K | 0.14% | −7−0.7% | Reduced |
| Cary Street Partners Financial LLC | 1,050 | $497.6K | 0.02% | +1,050 | New |
| Flagship Harbor Advisors, LLC | 1,060 | $502.3K | 0.03% | −352−24.9% | Reduced |
| Paradigm Financial Partners, LLC | 1,073 | $508.5K | 0.06% | +10+0.9% | Added |
| Federation des caisses Desjardins du Quebec | 1,083 | $513.2K | 0.00% | −168−13.4% | Reduced |
| Shell Asset Management Co | 1,099 | $521.0K | 0.02% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,134 | $537.4K | 0.02% | +34+3.1% | Added |
| Hilltop Holdings Inc. | 1,145 | $542.5K | 0.03% | −88−7.1% | Reduced |
| Aviva PLC | 1,159 | $549.2K | 0.00% | −190−14.1% | Reduced |
| Mattern Capital Management, LLC | 1,160 | $549.7K | 0.07% | +51+4.6% | Added |
| Advisor OS, LLC | 1,171 | $554.9K | 0.06% | −822−41.2% | Reduced |
| Jones Financial Companies LLLP | 1,178 | $558.1K | 0.00% | +527+81.0% | Added |
| Burney Co | 1,178 | $558.2K | 0.02% | 00.0% | Unchanged |
| Equitable Trust Co | 1,186 | $562.0K | 0.03% | +20+1.7% | Added |
| Lido Advisors, LLC | 1,191 | $564.3K | 0.00% | +84+7.6% | Added |
| Tudor Financial Inc. | 1,195 | $566.3K | 0.33% | 00.0% | Unchanged |
| First Bank & Trust | 1,195 | $566.3K | 0.11% | −63−5.0% | Reduced |
| Avidian Wealth Solutions, LLC | 1,196 | $566.8K | 0.03% | +21+1.8% | Added |
| Thoroughbred Financial Services, LLC | 1,200 | $569.0K | 0.03% | −146−10.8% | Reduced |
| Bank of Hawaii | 1,201 | $569.1K | 0.03% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,210 | $573.4K | 0.01% | +7+0.6% | Added |
| Johnson Investment Counsel Inc | 1,222 | $579.1K | 0.01% | +1+0.1% | Added |
| Ci Investments Inc. | 1,233 | $584.0K | 0.00% | +49+4.1% | Added |
| Baker Avenue Asset Management, LP | 1,238 | $586.7K | 0.02% | −34−2.7% | Reduced |
| Shelton Capital Management | 1,256 | $595.2K | 0.01% | 00.0% | Unchanged |
| Roundview Capital LLC | 1,282 | $607.5K | 0.04% | +224+21.2% | Added |
| Fifth Third Wealth Advisors LLC | 1,299 | $615.6K | 0.03% | +207+19.0% | Added |
| Tyche Wealth Partners LLC | 1,301 | $616.5K | 0.13% | +1,301 | New |
| Parcion Private Wealth LLC | 1,314 | $622.7K | 0.05% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 1,318 | $624.6K | 0.01% | +173+15.1% | Added |
| Private Advisor Group, LLC | 1,325 | $627.7K | 0.00% | −26−1.9% | Reduced |
| Kestra Private Wealth Services, LLC | 1,337 | $633.6K | 0.01% | +364+37.4% | Added |
| Entropy Technologies, LP | 1,357 | $643.1K | 0.07% | +1,357 | New |
| Verity & Verity, LLC | 1,359 | $643.8K | 0.06% | +1,359 | New |
| Tredje AP-fonden | 1,364 | $646.4K | 0.01% | −1,364−50.0% | Reduced |
| Parallel Advisors, LLC | 1,375 | $651.7K | 0.01% | −23−1.6% | Reduced |
| Advocate Group LLC | 1,384 | $655.9K | 0.12% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,391 | $659.0K | 0.02% | −5−0.4% | Reduced |
| Donaldson Capital Management, LLC | 1,403 | $664.9K | 0.03% | −26−1.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,411 | $668.7K | 0.10% | −4−0.3% | Reduced |
| Omers Administration Corp | 1,418 | $672.0K | 0.01% | +245+20.9% | Added |
| Frank, Rimerman Advisors LLC | 1,426 | $675.8K | 0.05% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 1,481 | $687.0K | 0.05% | −58−3.8% | Reduced |
| BHK Investment Advisors, LLC | 1,461 | $692.2K | 0.26% | +2+0.1% | Added |
| Moneta Group Investment Advisors LLC | 1,470 | $696.8K | 0.01% | +284+23.9% | Added |
| Impact Capital Partners LLC | 1,473 | $698.0K | 0.25% | +1,473 | New |
| Teza Capital Management LLC | 1,488 | $705.1K | 0.11% | −2,612−63.7% | Reduced |
| Farther Finance Advisors, LLC | 1,488 | $705.3K | 0.03% | −144−8.8% | Reduced |
| Vident Advisory, LLC | 1,495 | $708.6K | 0.01% | +169+12.7% | Added |
| Mayflower Financial Advisors, LLC | 1,503 | $712.3K | 0.11% | −326−17.8% | Reduced |
| Engineers Gate Manager LP | 1,522 | $721.3K | 0.01% | −6,506−81.0% | Reduced |
| Perfromance Wealth Partners, LLC | 1,527 | $723.6K | 0.02% | +96+6.7% | Added |
| Moody Lynn & Lieberson, LLC | 1,551 | $735.0K | 0.05% | +8+0.5% | Added |
| Siemens Fonds Invest GmbH | 1,561 | $741.1K | 0.08% | +230+17.3% | Added |
| Atomi Financial Group, Inc. | 1,565 | $741.6K | 0.04% | +592+60.8% | Added |
| Webster Bank, N. A. | 1,568 | $743.1K | 0.08% | 00.0% | Unchanged |
| CIBC World Markets Corp | 1,574 | $745.9K | 0.00% | −451−22.3% | Reduced |
| Golden State Equity Partners | 1,582 | $749.7K | 0.14% | +141+9.8% | Added |
| Trust Point Inc. | 1,593 | $754.9K | 0.05% | +1,593 | New |
| Park Avenue Securities LLC | 1,594 | $755.0K | 0.01% | −23−1.4% | Reduced |
| Atria Wealth Solutions, Inc. | 1,607 | $761.6K | 0.01% | +197+14.0% | Added |
| Kestra Advisory Services, LLC | 1,613 | $764.4K | 0.00% | +377+30.5% | Added |
| E. Ohman J:or Asset Management AB | 1,620 | $767.7K | 0.02% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,629 | $772.0K | 0.00% | +112+7.4% | Added |
| M&G Plc | 1,643 | $778.8K | 0.00% | 00.0% | Unchanged |
| David Loasby | 1,680 | $779.4K | 0.07% | +131+8.5% | Added |
| Lombard Odier Asset Management (USA) Corp | 1,649 | $781.4K | 0.30% | +1,649 | New |
| Adviser Investments LLC | 1,679 | $795.7K | 0.01% | +1,679 | New |
| M&T Bank Corp | 1,686 | $798.9K | 0.00% | +23+1.4% | Added |
| Two Sigma Securities, LLC | 1,753 | $830.7K | 0.15% | +204+13.2% | Added |
| Elevated Capital Advisors, LLC | 1,821 | $863.0K | 0.24% | −2−0.1% | Reduced |
| Integrated Wealth Concepts LLC | 1,832 | $868.0K | 0.01% | −1,320−41.9% | Reduced |
| First Commonwealth Financial Corp | 1,842 | $872.9K | 0.21% | −383−17.2% | Reduced |
| Maryland State Retirement & Pension System | 1,846 | $874.8K | 0.02% | −129−6.5% | Reduced |