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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 10,316 | $4.89M | 0.09% | −1,768−14.6% | Reduced |
| Pathstone Holdings, LLC | 10,360 | $4.92M | 0.02% | +62+0.6% | Added |
| Rockefeller Capital Management L.P. | 10,433 | $4.94M | 0.01% | −595−5.4% | Reduced |
| Intech Investment Management LLC | 10,665 | $5.05M | 0.05% | +4,790+81.5% | Added |
| Alerus Financial NA | 10,677 | $5.06M | 0.39% | −161−1.5% | Reduced |
| CIBC Private Wealth Group, LLC | 11,201 | $5.23M | 0.01% | +238+2.2% | Added |
| Buckhead Capital Management LLC | 11,050 | $5.24M | 1.67% | −240−2.1% | Reduced |
| Prosperity Consulting Group, LLC | 11,100 | $5.26M | 0.40% | −394−3.4% | Reduced |
| Holocene Advisors, LP | 11,183 | $5.30M | 0.02% | +7,091+173.3% | Added |
| Resona Asset Management Co.,Ltd. | 11,257 | $5.34M | 0.03% | −518−4.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,532 | $5.46M | 0.15% | +1,195+11.6% | Added |
| Spectrum Wealth Counsel, LLC | 11,583 | $5.49M | 0.65% | −83−0.7% | Reduced |
| Bank of Montreal | 11,624 | $5.51M | 0.00% | +462+4.1% | Added |
| Vestmark Advisory Solutions, Inc. | 11,640 | $5.52M | 0.19% | +383+3.4% | Added |
| KLP Kapitalforvaltning AS | 11,800 | $5.59M | 0.03% | +11,800 | New |
| NewEdge Wealth, LLC | 11,835 | $5.61M | 0.10% | +367+3.2% | Added |
| Asset Management One Co.,Ltd. | 11,859 | $5.69M | 0.02% | −309−2.5% | Reduced |
| Guggenheim Capital LLC | 12,053 | $5.71M | 0.05% | −1,662−12.1% | Reduced |
| US Bancorp | 12,134 | $5.75M | 0.01% | +150+1.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 12,422 | $5.89M | 0.06% | +12,422 | New |
| Walleye Capital LLC | 12,477 | $5.91M | 0.06% | +9,714+351.6% | Added |
| State of New Jersey Common Pension Fund D | 12,597 | $5.97M | 0.02% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 12,620 | $5.98M | 0.07% | −471−3.6% | Reduced |
| Carderock Capital Management Inc | 12,852 | $6.09M | 1.53% | −135−1.0% | Reduced |
| Edgestream Partners, L.P. | 12,915 | $6.12M | 0.26% | +10,281+390.3% | Added |
| State of Tennessee, Treasury Department | 12,933 | $6.13M | 0.02% | −364−2.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,151 | $6.23M | 0.02% | +247+1.9% | Added |
| Voya Investment Management LLC | 13,173 | $6.24M | 0.01% | −1,938−12.8% | Reduced |
| Hamilton Point Investment Advisors, LLC | 13,236 | $6.27M | 1.13% | +49+0.4% | Added |
| Mn Services Vermogensbeheer B.V. | 13,600 | $6.45M | 0.04% | +300+2.3% | Added |
| Quantbot Technologies LP | 13,608 | $6.45M | 0.24% | +4,349+47.0% | Added |
| Nomura Asset Management Co Ltd | 13,662 | $6.47M | 0.02% | +3,720+37.4% | Added |
| Commonwealth Equity Services, LLC | 13,669 | $6.48M | 0.01% | +108+0.8% | Added |
| Cutter & CO Brokerage, Inc. | 13,763 | $6.52M | 1.59% | +1,186+9.4% | Added |
| Public Employees Retirement System of Ohio | 13,906 | $6.59M | 0.02% | −1,048−7.0% | Reduced |
| Verition Fund Management LLC | 14,019 | $6.64M | 0.03% | +10,046+252.9% | Added |
| The PNC Financial Services Group, Inc. | 14,067 | $6.67M | 0.00% | −36−0.3% | Reduced |
| Achmea Investment Management B.V. | 14,078 | $6.67M | 0.11% | −1,460−9.4% | Reduced |
| Royal London Asset Management Ltd | 14,385 | $6.82M | 0.02% | 00.0% | Unchanged |
| Marsico Capital Management LLC | 14,415 | $6.83M | 0.19% | −4,569−24.1% | Reduced |
| Princeton Global Asset Management LLC | 14,530 | $6.89M | 1.29% | −3,855−21.0% | Reduced |
| Standard Life Aberdeen plc | 15,052 | $7.17M | 0.01% | +56+0.4% | Added |
| Treasurer of the State of North Carolina | 15,211 | $7.21M | 0.03% | +100+0.7% | Added |
| American Century Companies Inc | 15,609 | $7.40M | 0.00% | −342−2.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 15,747 | $7.46M | 0.01% | −448−2.8% | Reduced |
| HighTower Advisors, LLC | 15,978 | $7.57M | 0.01% | −51−0.3% | Reduced |
| Pictet Asset Management Holding SA | 16,110 | $7.63M | 0.01% | +332+2.1% | Added |
| Naples Global Advisors, LLC | 16,258 | $7.70M | 0.72% | −220−1.3% | Reduced |
| Redmond Asset Management, LLC | 16,270 | $7.71M | 1.93% | +380+2.4% | Added |
| FineMark National Bank & Trust | 16,355 | $7.75M | 0.27% | −381−2.3% | Reduced |
| Advisors Capital Management, LLC | 16,500 | $7.82M | 0.12% | +134+0.8% | Added |
| Southernsun Asset Management, LLC | 16,680 | $7.90M | 0.98% | +191+1.2% | Added |
| Vision Capital Management, Inc. | 16,721 | $7.92M | 1.16% | −71−0.4% | Reduced |
| Russell Investments Group, Ltd. | 16,855 | $7.99M | 0.01% | +457+2.8% | Added |
| Amalgamated Bank | 16,994 | $8.05M | 0.07% | −134−0.8% | Reduced |
| Tower Bridge Advisors | 17,095 | $8.10M | 0.86% | −217−1.3% | Reduced |
| Buck Wealth Strategies, LLC | 17,450 | $8.27M | 1.72% | +3,973+29.5% | Added |
| Man Group plc | 17,474 | $8.28M | 0.03% | +3,688+26.8% | Added |
| Marks Group Wealth Management, Inc | 17,527 | $8.31M | 0.82% | −641−3.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 17,540 | $8.31M | 2.00% | +13+0.1% | Added |
| Marshall Wace, LLP | 17,800 | $8.44M | 0.01% | +13,100+278.7% | Added |
| Nisa Investment Advisors, LLC | 17,880 | $8.47M | 0.03% | −440−2.4% | Reduced |
| Regents Gate Capital LLP | 17,887 | $8.48M | 3.36% | +17,887 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 18,075 | $8.57M | 0.04% | −4,624−20.4% | Reduced |
| Arcadia Investment Management Corp | 18,187 | $8.62M | 1.38% | −910−4.8% | Reduced |
| Anchor Investment Management, LLC | 18,266 | $8.66M | 0.81% | +18,038+7,911.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 18,333 | $8.69M | 0.09% | −3,390−15.6% | Reduced |
| Mutual of America Capital Management LLC | 18,398 | $8.72M | 0.09% | −402−2.1% | Reduced |
| BNP Paribas Arbitrage, SA | 18,418 | $8.73M | 0.01% | −2,167−10.5% | Reduced |
| Kensington Investment Counsel, LLC | 18,452 | $8.74M | 3.65% | +696+3.9% | Added |
| Danske Bank A/S | 18,593 | $8.81M | 0.03% | +3,437+22.7% | Added |
| Worldquant Millennium Advisors LLC | 19,010 | $9.01M | 0.06% | +679+3.7% | Added |
| DF Dent & Co Inc | 19,169 | $9.08M | 0.12% | +60.0% | Added |
| MetLife Investment Management | 19,631 | $9.30M | 0.05% | +1,653+9.2% | Added |
| Ensign Peak Advisors, Inc | 19,903 | $9.43M | 0.02% | −2,794−12.3% | Reduced |
| Oppenheimer Asset Management Inc. | 20,774 | $9.84M | 0.12% | +79+0.4% | Added |
| Korea Investment CORP | 21,611 | $10.2M | 0.02% | +14,377+198.7% | Added |
| Truist Financial Corp | 21,843 | $10.4M | 0.02% | −21,115−49.2% | Reduced |
| Public Employees Retirement Association of Colorado | 22,011 | $10.4M | 0.04% | +18,361+503.0% | Added |
| Westfield Capital Management Co LP | 22,016 | $10.4M | 0.05% | −771−3.4% | Reduced |
| Janney Montgomery Scott LLC | 22,044 | $10.4M | 0.03% | +22,044 | New |
| Manufacturers Life Insurance Company, The | 22,327 | $10.6M | 0.01% | −432−1.9% | Reduced |
| Stratos Wealth Partners, LTD. | 23,119 | $11.0M | 0.15% | +401+1.8% | Added |
| Crown Oak Advisors, LLC | 24,121 | $11.4M | 5.88% | +4,101+20.5% | Added |
| TownSquare Capital, LLC | 24,212 | $11.5M | 0.13% | +443+1.9% | Added |
| Amundi | 25,035 | $11.7M | 0.00% | −1,233−4.7% | Reduced |
| AE Wealth Management LLC | 24,931 | $11.8M | 0.10% | −1,624−6.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 24,908 | $11.8M | 0.01% | +2,007+8.8% | Added |
| AQR Capital Management LLC | 25,167 | $11.9M | 0.02% | +3,306+15.1% | Added |
| Dudley & Shanley, Inc. | 25,403 | $12.0M | 1.86% | 00.0% | Unchanged |
| Patrick Mauro Investment Advisor, INC. | 25,494 | $12.1M | 6.90% | −963−3.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 25,179 | $12.1M | 0.05% | +5,482+27.8% | Added |
| 2Xideas AG | 25,531 | $12.1M | 1.62% | +8,901+53.5% | Added |
| State of Wisconsin Investment Board | 25,809 | $12.2M | 0.03% | +53+0.2% | Added |
| Vantage Investment Partners, LLC | 26,205 | $12.4M | 1.08% | −794−2.9% | Reduced |
| Heartland Advisors Inc | 26,275 | $12.5M | 0.68% | −5,594−17.6% | Reduced |
| Victory Capital Management Inc | 26,760 | $12.7M | 0.01% | +3,618+15.6% | Added |
| Gotham Asset Management, LLC | 27,076 | $12.8M | 0.12% | +7,448+37.9% | Added |
| LPL Financial LLC | 27,557 | $13.1M | 0.01% | +4,898+21.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 27,789 | $13.2M | 0.01% | −548−1.9% | Reduced |