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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 3,994 | $1.89M | 0.00% | −863−17.8% | Reduced |
| Gateway Investment Advisers LLC | 4,032 | $1.91M | 0.02% | −521−11.4% | Reduced |
| Taylor Frigon Capital Management LLC | 4,085 | $1.94M | 0.98% | −129−3.1% | Reduced |
| Gilder Gagnon Howe & Co LLC | 4,106 | $1.95M | 0.02% | −135−3.2% | Reduced |
| CWM Advisors, LLC | 4,151 | $1.97M | 0.22% | −91−2.1% | Reduced |
| Wolverine Asset Management LLC | 4,200 | $1.99M | 0.04% | +900+27.3% | Added |
| Lee Financial Co | 4,223 | $2.00M | 0.28% | −68−1.6% | Reduced |
| Nissay Asset Management Corp | 4,296 | $2.06M | 0.01% | −11−0.3% | Reduced |
| Credit Agricole S A | 4,355 | $2.06M | 0.01% | +1,642+60.5% | Added |
| First Hawaiian Bank | 4,435 | $2.10M | 0.07% | +46+1.0% | Added |
| EverSource Wealth Advisors, LLC | 4,500 | $2.13M | 0.12% | +391+9.5% | Added |
| Northwest & Ethical Investments L.P. | 4,552 | $2.16M | 0.06% | −3,320−42.2% | Reduced |
| Toronto Dominion Bank | 4,552 | $2.16M | 0.00% | +294+6.9% | Added |
| Avantax Advisory Services, Inc. | 4,582 | $2.17M | 0.01% | +39+0.9% | Added |
| Nomura Holdings Inc | 4,622 | $2.19M | 0.01% | +4,622 | New |
| Jump Financial, LLC | 4,672 | $2.21M | 0.05% | +4,672 | New |
| Univest Financial Corp | 4,928 | $2.34M | 0.15% | +26+0.5% | Added |
| AIA Group Ltd | 4,979 | $2.36M | 0.06% | −2,968−37.3% | Reduced |
| TD Private Client Wealth LLC | 4,982 | $2.36M | 0.07% | −139−2.7% | Reduced |
| Crown Advisors Management, Inc. | 5,000 | $2.37M | 1.52% | 00.0% | Unchanged |
| Barbara Oil Co. | 5,000 | $2.37M | 0.98% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 5,093 | $2.41M | 0.05% | +5,093 | New |
| Old National Bancorp | 5,097 | $2.42M | 0.06% | −424−7.7% | Reduced |
| Pacer Advisors, Inc. | 5,111 | $2.42M | 0.01% | −10−0.2% | Reduced |
| Mackenzie Financial Corp | 5,158 | $2.44M | 0.00% | −1,277−19.8% | Reduced |
| Level Four Advisory Services, LLC | 5,176 | $2.45M | 0.10% | +48+0.9% | Added |
| Schroder Investment Management Group | 5,173 | $2.46M | 0.00% | −26,502−83.7% | Reduced |
| TrueMark Investments, LLC | 5,231 | $2.48M | 0.79% | +3,524+206.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,450 | $2.58M | 0.13% | +73+1.4% | Added |
| Aquatic Capital Management LLC | 5,487 | $2.60M | 0.07% | +5,487 | New |
| National Bank of Canada | 5,499 | $2.61M | 0.00% | +754+15.9% | Added |
| Landscape Capital Management, L.L.C. | 5,534 | $2.62M | 0.28% | +5,534 | New |
| Creative Planning | 5,610 | $2.66M | 0.00% | +398+7.6% | Added |
| Mariner, LLC | 5,649 | $2.68M | 0.00% | +247+4.6% | Added |
| Empowered Funds, LLC | 5,695 | $2.70M | 0.04% | +664+13.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 5,719 | $2.71M | 0.03% | −2,300−28.7% | Reduced |
| Employees Retirement System of Texas | 5,718 | $2.71M | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 5,727 | $2.71M | 0.06% | +306+5.6% | Added |
| Utah Retirement Systems | 5,769 | $2.73M | 0.03% | 00.0% | Unchanged |
| Argent Trust Co | 5,803 | $2.75M | 0.11% | −94−1.6% | Reduced |
| River Road Asset Management, LLC | 5,809 | $2.75M | 0.04% | −8,004−57.9% | Reduced |
| Xponance, Inc. | 5,913 | $2.80M | 0.03% | +536+10.0% | Added |
| Woodley Farra Manion Portfolio Management Inc | 5,919 | $2.80M | 0.14% | −93−1.5% | Reduced |
| TrimTabs Asset Management, LLC | 6,048 | $2.87M | 0.38% | +1,860+44.4% | Added |
| WCM Investment Management, LLC | 6,191 | $2.94M | 0.01% | −406−6.2% | Reduced |
| KBC Group NV | 6,245 | $2.96M | 0.01% | +380+6.5% | Added |
| Van Eck Associates Corp | 6,285 | $2.98M | 0.00% | −285−4.3% | Reduced |
| Hunter Associates Investment Management LLC | 6,405 | $3.03M | 0.46% | −150−2.3% | Reduced |
| Centaurus Financial, Inc. | 6,423 | $3.04M | 0.19% | +261+4.2% | Added |
| TD Asset Management Inc | 6,510 | $3.09M | 0.00% | +261+4.2% | Added |
| Quantinno Capital Management LP | 6,558 | $3.11M | 0.03% | +337+5.4% | Added |
| British Columbia Investment Management Corp | 6,662 | $3.16M | 0.02% | +863+14.9% | Added |
| Advisor Group Holdings, Inc. | 6,680 | $3.17M | 0.01% | −347−4.9% | Reduced |
| Appleton Partners Inc | 6,713 | $3.18M | 0.24% | −56−0.8% | Reduced |
| Regions Financial Corp | 6,737 | $3.19M | 0.02% | +52+0.8% | Added |
| Applied Capital LLC | 6,903 | $3.27M | 2.57% | −27−0.4% | Reduced |
| IFM Investors Pty Ltd | 6,943 | $3.29M | 0.03% | −413−5.6% | Reduced |
| Ameritas Investment Partners, Inc. | 6,976 | $3.31M | 0.11% | −161−2.3% | Reduced |
| GHP Investment Advisors, Inc. | 7,009 | $3.32M | 0.15% | −426−5.7% | Reduced |
| Oregon Public Employees Retirement Fund | 7,075 | $3.35M | 0.06% | −46−0.6% | Reduced |
| New Mexico Educational Retirement Board | 7,118 | $3.37M | 0.11% | +718+11.2% | Added |
| New Age Alpha Advisors, LLC | 7,124 | $3.38M | 0.14% | +7,124 | New |
| Brinker Capital Investments, LLC | 7,132 | $3.38M | 0.03% | −428−5.7% | Reduced |
| Orion Portfolio Solutions, LLC | 7,132 | $3.38M | 0.03% | −428−5.7% | Reduced |
| Cresset Asset Management, LLC | 7,191 | $3.41M | 0.02% | −4,523−38.6% | Reduced |
| Forsta Ap-Fonden | 7,300 | $3.46M | 0.02% | −500−6.4% | Reduced |
| Freedom Day Solutions, LLC | 7,301 | $3.46M | 1.03% | −191−2.5% | Reduced |
| CIBC World Markets Inc. | 7,417 | $3.52M | 0.01% | +1,077+17.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 7,549 | $3.58M | 0.02% | −254−3.3% | Reduced |
| Brevan Howard Capital Management LP | 7,603 | $3.60M | 0.09% | +6,418+541.6% | Added |
| United Capital Financial Advisers, LLC | 7,622 | $3.61M | 0.03% | +7,176+1,609.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,692 | $3.65M | 0.02% | +23+0.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,741 | $3.67M | 0.08% | +23+0.3% | Added |
| D. E. Shaw & Co., Inc. | 7,750 | $3.67M | 0.00% | −3,141−28.8% | Reduced |
| Colony Group, LLC | 7,822 | $3.71M | 0.01% | +2,610+50.1% | Added |
| Cetera Investment Advisers | 7,929 | $3.76M | 0.01% | +398+5.3% | Added |
| Nebula Research & Development LLC | 8,091 | $3.83M | 0.45% | +7,549+1,392.8% | Added |
| Sanctuary Advisors, LLC | 8,026 | $3.89M | 0.02% | −62−0.8% | Reduced |
| Illinois Municipal Retirement Fund | 8,214 | $3.89M | 0.06% | −3,177−27.9% | Reduced |
| Middleton & Co Inc | 8,277 | $3.92M | 0.43% | −110−1.3% | Reduced |
| State of Michigan Retirement System | 8,283 | $3.93M | 0.02% | −600−6.8% | Reduced |
| Atria Investments LLC | 8,290 | $3.93M | 0.05% | −322−3.7% | Reduced |
| Zurich Insurance Group Ltd | 8,517 | $4.04M | 0.03% | +4,417+107.7% | Added |
| DnB Asset Management AS | 8,628 | $4.09M | 0.02% | +7+0.1% | Added |
| Jane Street Group, LLC | 8,704 | $4.12M | 0.01% | −20,878−70.6% | Reduced |
| Crestline Management, LP | 8,709 | $4.13M | 0.14% | +6,410+278.8% | Added |
| Cerity Partners LLC | 8,580 | $4.16M | 0.01% | −2,052−19.3% | Reduced |
| Pinebridge Investments, L.P. | 8,955 | $4.24M | 0.03% | +2,681+42.7% | Added |
| Alliance Wealth Advisors, LLC | 8,956 | $4.24M | 1.10% | +209+2.4% | Added |
| D.A. Davidson & Co. | 9,139 | $4.33M | 0.04% | +55+0.6% | Added |
| Oppenheimer & Co Inc | 9,311 | $4.41M | 0.07% | +813+9.6% | Added |
| Fiduciary Trust Co | 9,364 | $4.44M | 0.06% | −292−3.0% | Reduced |
| K.J. Harrison & Partners Inc | 9,560 | $4.48M | 0.70% | −510−5.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 9,416 | $4.48M | 0.05% | +4,637+97.0% | Added |
| Voloridge Investment Management, LLC | 9,576 | $4.54M | 0.02% | +1,074+12.6% | Added |
| Great Valley Advisor Group, Inc. | 9,623 | $4.56M | 0.10% | +830+9.4% | Added |
| Prospect Capital Advisors, LLC | 9,635 | $4.57M | 2.65% | −2,055−17.6% | Reduced |
| Louisiana State Employees Retirement System | 9,700 | $4.60M | 0.09% | +100+1.0% | Added |
| Monte Financial Group, LLC | 9,962 | $4.72M | 2.02% | −1,208−10.8% | Reduced |
| Arizona State Retirement System | 10,104 | $4.79M | 0.03% | +149+1.5% | Added |