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 |
|---|---|---|---|---|---|
| LVW Advisors, LLC | 1,914 | $907.0K | 0.11% | −12−0.6% | Reduced |
| Cranbrook Wealth Management, LLC | 1,914 | $907.0K | 0.21% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 1,919 | $909.4K | 0.29% | +1,919 | New |
| Allianz Asset Management GmbH | 1,922 | $910.8K | 0.00% | −489−20.3% | Reduced |
| Oak Ridge Investments LLC | 1,939 | $918.9K | 0.07% | +3+0.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,949 | $923.6K | 0.04% | +23+1.2% | Added |
| Commerce Bank | 1,953 | $925.5K | 0.01% | −93−4.5% | Reduced |
| Wealth Alliance | 1,964 | $930.7K | 0.11% | −32−1.6% | Reduced |
| Parsons Capital Management Inc | 1,973 | $935.0K | 0.05% | +6+0.3% | Added |
| Jain Global LLC | 2,017 | $955.8K | 0.03% | +2,017 | New |
| Sterling Capital Management LLC | 2,050 | $971.5K | 0.01% | +731+55.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,065 | $979.0K | 0.01% | +1,464+243.6% | Added |
| National Asset Management, Inc. | 2,080 | $985.8K | 0.03% | +50+2.5% | Added |
| SlateStone Wealth, LLC | 2,089 | $990.0K | 0.10% | +37+1.8% | Added |
| Catalyst Funds Management Pty Ltd | 2,100 | $995.2K | 0.25% | +2,100 | New |
| Chicago Capital, LLC | 2,123 | $1.01M | 0.03% | +2,123 | New |
| Capital Analysts, LLC | 2,128 | $1.01M | 0.04% | +165+8.4% | Added |
| TrinityPoint Wealth, LLC | 2,143 | $1.02M | 0.14% | +126+6.2% | Added |
| Janus Henderson Group PLC | 2,168 | $1.03M | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 2,170 | $1.03M | 0.00% | +87+4.2% | Added |
| Financial Advisory Service, Inc. | 2,186 | $1.04M | 0.09% | +6+0.3% | Added |
| Cox Capital Mgt LLC | 2,200 | $1.04M | 0.67% | 00.0% | Unchanged |
| Versor Investments LP | 2,200 | $1.04M | 0.18% | +200+10.0% | Added |
| Stock Yards Bank & Trust Co | 2,209 | $1.05M | 0.04% | +341+18.3% | Added |
| Swiss Life Asset Management Ltd | 2,220 | $1.05M | 0.01% | +1,570+241.5% | Added |
| Crawford Investment Counsel Inc | 2,263 | $1.07M | 0.02% | 00.0% | Unchanged |
| Ascent Group, LLC | 2,270 | $1.08M | 0.08% | −5−0.2% | Reduced |
| Norden Group LLC | 2,292 | $1.09M | 0.12% | −34−1.5% | Reduced |
| RSM US Wealth Management LLC | 2,293 | $1.09M | 0.02% | +1,229+115.5% | Added |
| Crossmark Global Holdings, Inc. | 2,330 | $1.10M | 0.02% | −180−7.2% | Reduced |
| American National Bank | 2,380 | $1.13M | 0.13% | −6−0.3% | Reduced |
| Vestcor Inc | 2,396 | $1.14M | 0.04% | −7,635−76.1% | Reduced |
| Bokf, NA | 2,480 | $1.15M | 0.02% | −15−0.6% | Reduced |
| Lindenwold Advisors | 2,437 | $1.15M | 0.62% | −93−3.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,462 | $1.17M | 0.01% | +473+23.8% | Added |
| Massachusetts Financial Services Co | 2,488 | $1.18M | 0.00% | −343−12.1% | Reduced |
| Concurrent Investment Advisors, LLC | 2,489 | $1.18M | 0.03% | −295−10.6% | Reduced |
| Bridges Investment Management Inc | 2,495 | $1.18M | 0.02% | +608+32.2% | Added |
| Centennial Bank | 2,519 | $1.19M | 0.56% | −56−2.2% | Reduced |
| Knollwood Investment Advisory, LLC | 2,523 | $1.20M | 0.13% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2,551 | $1.21M | 0.11% | +10.0% | Added |
| Beacon Pointe Advisors, LLC | 2,584 | $1.22M | 0.01% | −13−0.5% | Reduced |
| Gulf International Bank (UK) Ltd | 2,617 | $1.24M | 0.03% | −24−0.9% | Reduced |
| Tower Research Capital LLC (TRC) | 2,624 | $1.24M | 0.02% | +1,707+186.2% | Added |
| Securian Asset Management, Inc | 2,706 | $1.28M | 0.04% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 2,707 | $1.28M | 0.02% | −370−12.0% | Reduced |
| Harvey Investment Co LLC | 2,715 | $1.29M | 0.15% | +30+1.1% | Added |
| Oddo BHF Asset Management SAS | 2,726 | $1.29M | 0.07% | +19+0.7% | Added |
| Belpointe Asset Management LLC | 2,734 | $1.30M | 0.08% | −9−0.3% | Reduced |
| Mercer Global Advisors Inc | 2,797 | $1.33M | 0.00% | −945−25.3% | Reduced |
| Daiwa Securities Group Inc. | 2,800 | $1.33M | 0.01% | +100+3.7% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 2,812 | $1.33M | 0.02% | +2,812 | New |
| Confluence Wealth Services, Inc. | 2,745 | $1.37M | 0.09% | +456+19.9% | Added |
| Portside Wealth Group, LLC | 2,906 | $1.38M | 0.23% | +80+2.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,915 | $1.38M | 0.09% | +2,915 | New |
| Change Path, LLC | 2,927 | $1.39M | 0.04% | +107+3.8% | Added |
| Eastern Bank | 2,934 | $1.39M | 0.03% | −40−1.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,943 | $1.39M | 0.09% | −13−0.4% | Reduced |
| Freemont Management S.A. | 3,000 | $1.42M | 0.70% | 00.0% | Unchanged |
| Annandale Capital, LLC | 3,009 | $1.43M | 0.28% | +3+0.1% | Added |
| Lake Street Advisors Group, LLC | 3,011 | $1.43M | 0.07% | +2,229+285.0% | Added |
| Semanteon Capital Management, LP | 3,036 | $1.44M | 0.77% | +723+31.3% | Added |
| GWM Advisors LLC | 3,046 | $1.44M | 0.01% | −36−1.2% | Reduced |
| Shaker Investments LLC | 3,059 | $1.45M | 0.61% | −4,512−59.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,060 | $1.45M | 0.05% | −239−7.2% | Reduced |
| J. W. Coons Advisors, LLC | 3,074 | $1.46M | 0.37% | +75+2.5% | Added |
| Federated Hermes, Inc. | 3,102 | $1.47M | 0.00% | −153−4.7% | Reduced |
| Chicago Trust Co NA | 3,121 | $1.48M | 0.26% | −809−20.6% | Reduced |
| FORA Capital, LLC | 3,170 | $1.50M | 0.17% | +3,170 | New |
| Mirabaud Asset Management Ltd | 3,166 | $1.50M | 0.70% | −279−8.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,196 | $1.51M | 0.02% | 00.0% | Unchanged |
| Campbell Capital Management Inc | 3,200 | $1.52M | 0.59% | −300−8.6% | Reduced |
| Two Sigma Advisers, LP | 3,200 | $1.52M | 0.00% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 3,205 | $1.52M | 0.29% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 3,207 | $1.52M | 0.68% | +14+0.4% | Added |
| MML Investors Services, LLC | 3,210 | $1.52M | 0.01% | +293+10.0% | Added |
| Saturna Capital CORP | 3,263 | $1.55M | 0.02% | +284+9.5% | Added |
| Susquehanna International Group, LLP | 3,288 | $1.56M | 0.00% | +2,386+264.5% | Added |
| Citizens Financial Group Inc | 3,299 | $1.56M | 0.03% | +82+2.5% | Added |
| CoreCap Advisors, LLC | 3,357 | $1.59M | 0.07% | +236+7.6% | Added |
| Brown Advisory Inc | 3,367 | $1.60M | 0.00% | −490−12.7% | Reduced |
| STRS Ohio | 3,484 | $1.65M | 0.01% | +239+7.4% | Added |
| Prime Capital Investment Advisors, LLC | 3,509 | $1.66M | 0.02% | −119−3.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,577 | $1.70M | 0.08% | −1,466−29.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,582 | $1.70M | 0.01% | −161−4.3% | Reduced |
| Schechter Investment Advisors, LLC | 3,593 | $1.70M | 0.13% | −73−2.0% | Reduced |
| Umb Bank N A | 3,646 | $1.73M | 0.03% | +62+1.7% | Added |
| Perigon Wealth Management, LLC | 3,536 | $1.74M | 0.04% | +3,536 | New |
| Graham Capital Management, L.P. | 3,700 | $1.75M | 0.05% | +3,700 | New |
| Ethic Inc. | 3,705 | $1.76M | 0.04% | +533+16.8% | Added |
| Capital Investment Advisory Services, LLC | 3,735 | $1.77M | 0.17% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 3,783 | $1.79M | 0.88% | +103+2.8% | Added |
| O'Shaughnessy Asset Management, LLC | 3,801 | $1.80M | 0.02% | +645+20.4% | Added |
| JustInvest LLC | 3,840 | $1.82M | 0.03% | +189+5.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 3,866 | $1.83M | 0.01% | −32−0.8% | Reduced |
| Fiducient Advisors LLC | 3,873 | $1.84M | 0.23% | +3,873 | New |
| RFG Advisory, LLC | 3,893 | $1.84M | 0.05% | −61−1.5% | Reduced |
| Birch Capital Management, LLC | 3,905 | $1.85M | 0.93% | −133−3.3% | Reduced |
| Avanza Fonder AB | 3,913 | $1.85M | 0.06% | +3,913 | New |
| State of Alaska, Department of Revenue | 3,972 | $1.88M | 0.02% | −65−1.6% | Reduced |