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 |
|---|---|---|---|---|---|
| LGT Group Foundation | 27,946 | $13.2M | 0.21% | +2,958+11.8% | Added |
| BLI - Banque de Luxembourg Investments | 28,500 | $13.5M | 0.37% | +28,500 | New |
| Running Oak Capital LLC | 28,659 | $13.6M | 1.77% | +1,135+4.1% | Added |
| Motley Fool Wealth Management, LLC | 29,936 | $14.2M | 0.73% | −1,649−5.2% | Reduced |
| Comerica Bank | 30,864 | $14.6M | 0.06% | −1,246−3.9% | Reduced |
| Covington Investment Advisors Inc. | 31,985 | $15.1M | 2.27% | −325−1.0% | Reduced |
| HSBC Holdings PLC | 31,918 | $15.1M | 0.01% | −6,855−17.7% | Reduced |
| Wendell David Associates Inc | 32,217 | $15.3M | 1.51% | −230−0.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 33,169 | $15.7M | 0.10% | +31,957+2,636.7% | Added |
| New York State Common Retirement Fund | 33,248 | $15.8M | 0.02% | −2,100−5.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 34,034 | $16.1M | 0.46% | −134−0.4% | Reduced |
| Thrivent Financial for Lutherans | 34,153 | $16.2M | 0.03% | −5,741−14.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 34,227 | $16.2M | 0.14% | −240−0.7% | Reduced |
| AXA S.A. | 34,881 | $16.5M | 0.05% | −90.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 34,587 | $16.9M | 0.15% | −126−0.4% | Reduced |
| State Board of Administration of Florida Retirement System | 36,143 | $17.1M | 0.03% | +470+1.3% | Added |
| New York State Teachers Retirement System | 37,111 | $17.6M | 0.04% | −300−0.8% | Reduced |
| Ameriprise Financial Inc | 37,291 | $17.7M | 0.00% | −1,226−3.2% | Reduced |
| DekaBank Deutsche Girozentrale | 38,869 | $18.2M | 0.03% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 38,467 | $18.2M | 0.06% | −15,994−29.4% | Reduced |
| LaFleur & Godfrey LLC | 38,634 | $18.3M | 2.51% | −2,642−6.4% | Reduced |
| Washington Trust Co | 38,999 | $18.5M | 0.66% | −1,967−4.8% | Reduced |
| Grace & White Inc | 39,200 | $18.6M | 3.47% | −750−1.9% | Reduced |
| Corebridge Financial, Inc. | 39,409 | $18.7M | 0.10% | −1,729−4.2% | Reduced |
| Bath Savings Trust Co | 39,529 | $18.7M | 1.90% | −671−1.7% | Reduced |
| Squarepoint Ops LLC | 44,743 | $21.2M | 0.05% | −46,893−51.2% | Reduced |
| SEI Investments Co | 46,596 | $22.1M | 0.03% | −5,696−10.9% | Reduced |
| Nordea Investment Management AB | 46,639 | $22.2M | 0.02% | −5,042−9.8% | Reduced |
| Bradley Foster & Sargent Inc | 46,900 | $22.2M | 0.37% | +132+0.3% | Added |
| Alliancebernstein L.P. | 49,882 | $23.6M | 0.01% | −1,165−2.3% | Reduced |
| Franklin Resources Inc | 49,916 | $23.7M | 0.01% | −1,674−3.2% | Reduced |
| California State Teachers Retirement System | 51,597 | $24.5M | 0.03% | −2,947−5.4% | Reduced |
| Captrust Financial Advisors | 52,372 | $24.8M | 0.07% | −1,664−3.1% | Reduced |
| William Blair Investment Management, LLC | 52,464 | $24.9M | 0.06% | −22,083−29.6% | Reduced |
| Citigroup Inc | 52,550 | $24.9M | 0.02% | +36,331+224.0% | Added |
| Motley Fool Asset Management LLC | 53,206 | $25.2M | 1.31% | +678+1.3% | Added |
| National Pension Service | 53,300 | $25.3M | 0.02% | −1,500−2.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 54,410 | $25.8M | 0.02% | −1,755−3.1% | Reduced |
| Retirement Systems of Alabama | 54,498 | $25.8M | 0.10% | +90+0.2% | Added |
| Deutsche Bank AG | 54,970 | $26.0M | 0.01% | −5,229−8.7% | Reduced |
| EULAV Asset Management | 55,900 | $26.5M | 0.64% | +7,000+14.3% | Added |
| California Public Employees Retirement System | 56,725 | $26.9M | 0.02% | −4,612−7.5% | Reduced |
| Fenimore Asset Management Inc | 58,180 | $27.6M | 0.58% | −325−0.6% | Reduced |
| Pembroke Management, LTD | 59,241 | $28.1M | 3.50% | −648−1.1% | Reduced |
| Capital Advisors Inc | 59,288 | $28.1M | 0.56% | −188−0.3% | Reduced |
| Schwartz Investment Counsel Inc | 61,000 | $28.9M | 1.04% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 62,400 | $29.6M | 0.04% | +35,800+134.6% | Added |
| Macquarie Group Ltd | 62,687 | $29.7M | 0.04% | −2,383−3.7% | Reduced |
| Geneva Capital Management LLC | 63,059 | $29.9M | 0.52% | −4,962−7.3% | Reduced |
| Formuepleje A/S | 65,618 | $31.1M | 1.68% | −7,078−9.7% | Reduced |
| Great West Life Assurance Co | 67,254 | $31.9M | 0.05% | +9,326+16.1% | Added |
| Baskin Financial Services Inc. | 67,677 | $32.1M | 2.55% | +435+0.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 68,637 | $32.5M | 0.02% | +3,879+6.0% | Added |
| Jennison Associates LLC | 78,340 | $37.1M | 0.02% | −44,522−36.2% | Reduced |
| RMB Capital Management, LLC | 78,561 | $37.2M | 0.86% | −43−0.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 80,723 | $37.9M | 0.06% | −29,834−27.0% | Reduced |
| Nuveen Asset Management, LLC | 83,561 | $39.6M | 0.01% | −6,286−7.0% | Reduced |
| Principal Financial Group Inc | 84,765 | $40.2M | 0.02% | −3,055−3.5% | Reduced |
| Anchor Capital Advisors LLC | 85,255 | $40.4M | 1.15% | −4,016−4.5% | Reduced |
| Wilkinson Global Asset Management LLC | 87,128 | $41.3M | 2.54% | −198−0.2% | Reduced |
| Price T Rowe Associates Inc | 88,434 | $41.9M | 0.00% | −11,497−11.5% | Reduced |
| Natixis Advisors, L.P. | 88,932 | $42.1M | 0.08% | +80+0.1% | Added |
| TimesSquare Capital Management, LLC | 90,340 | $42.8M | 0.62% | −20,563−18.5% | Reduced |
| Dearborn Partners LLC | 94,485 | $44.8M | 1.88% | −1,090−1.1% | Reduced |
| Conestoga Capital Advisors, LLC | 97,832 | $46.4M | 0.61% | +1,300+1.3% | Added |
| Swiss National Bank | 98,244 | $46.6M | 0.03% | −4,900−4.8% | Reduced |
| Premier Fund Managers Ltd | 100,000 | $47.5M | 1.69% | 00.0% | Unchanged |
| Stifel Financial Corp | 103,429 | $49.0M | 0.05% | −330.0% | Reduced |
| Swedbank AB | 103,831 | $49.2M | 0.06% | −69,956−40.3% | Reduced |
| Rhumbline Advisers | 106,391 | $50.4M | 0.05% | +1,601+1.5% | Added |
| Legal & General Group Plc | 107,925 | $51.1M | 0.01% | −9,667−8.2% | Reduced |
| Benjamin Edwards Inc | 108,766 | $51.6M | 0.74% | +1,303+1.2% | Added |
| Baird Financial Group, Inc. | 110,521 | $52.4M | 0.10% | −3,693−3.2% | Reduced |
| Balyasny Asset Management LLC | 110,752 | $52.5M | 0.12% | +93,506+542.2% | Added |
| Riverbridge Partners LLC | 113,472 | $53.8M | 0.73% | −7,922−6.5% | Reduced |
| GW&K Investment Management, LLC | 114,187 | $54.1M | 0.46% | −2,788−2.4% | Reduced |
| Howland Capital Management LLC | 118,893 | $56.3M | 2.47% | −1,362−1.1% | Reduced |
| First Trust Advisors LP | 122,189 | $57.9M | 0.05% | −6,573−5.1% | Reduced |
| Handelsbanken Fonder AB | 122,458 | $58.0M | 0.22% | −5,100−4.0% | Reduced |
| King Luther Capital Management Corp | 126,875 | $60.1M | 0.26% | +4,728+3.9% | Added |
| UBS Asset Management Americas Inc | 130,379 | $61.8M | 0.01% | +11,519+9.7% | Added |
| Brown Brothers Harriman & Co | 132,393 | $62.7M | 0.44% | +13,630+11.5% | Added |
| UBS Group AG | 138,270 | $65.5M | 0.01% | +76,736+124.7% | Added |
| Kames Capital plc | 139,157 | $66.0M | 0.87% | +18,279+15.1% | Added |
| Bank of America Corp | 141,693 | $67.1M | 0.01% | −42,179−22.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 144,435 | $68.4M | 0.83% | +16,665+13.0% | Added |
| CI Private Wealth, LLC | 157,818 | $74.8M | 0.12% | −7,234−4.4% | Reduced |
| Citadel Advisors LLC | 161,647 | $76.6M | 0.07% | +105,706+189.0% | Added |
| Invesco Ltd. | 188,480 | $89.3M | 0.02% | −4,860−2.5% | Reduced |
| Caledonia Investments PLC | 194,427 | $92.2M | 11.02% | −5,000−2.5% | Reduced |
| Welch & Forbes LLC | 214,281 | $101.5M | 1.31% | −622−0.3% | Reduced |
| Dimensional Fund Advisors LP | 218,987 | $103.8M | 0.02% | +5,359+2.5% | Added |
| Lord, Abbett & Co. LLC | 220,586 | $104.5M | 0.33% | +220,586 | New |
| Royal Bank of Canada | 228,115 | $108.1M | 0.02% | +3,301+1.5% | Added |
| Barclays PLC | 237,647 | $112.6M | 0.06% | −146,765−38.2% | Reduced |
| Norges Bank | 249,661 | $118.3M | 0.02% | −3,870−1.5% | Reduced |
| Bahl & Gaynor Inc | 251,529 | $119.2M | 0.63% | +12,896+5.4% | Added |
| Envestnet Asset Management Inc | 260,104 | $123.3M | 0.04% | +3,196+1.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 262,437 | $124.4M | 0.29% | −67,670−20.5% | Reduced |
| Goldman Sachs Group Inc | 287,924 | $136.4M | 0.03% | +2,923+1.0% | Added |