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 |
|---|---|---|---|---|---|
| Davenport & Co LLC | 327,729 | $155.4M | 0.91% | +19,585+6.4% | Added |
| Northern Trust Corp | 333,348 | $158.0M | 0.02% | +67,649+25.5% | Added |
| Bank of New York Mellon Corp | 342,077 | $162.1M | 0.03% | −31,754−8.5% | Reduced |
| Boston Financial Mangement LLC | 342,412 | $162.3M | 4.91% | +1,147+0.3% | Added |
| Hamlin Capital Management, LLC | 345,020 | $163.5M | 4.05% | +30,477+9.7% | Added |
| Wellington Management Group LLP | 353,849 | $167.7M | 0.03% | −96,362−21.4% | Reduced |
| Raymond James Financial Inc | 371,723 | $176.2M | 0.07% | +371,723 | New |
| Wells Fargo & Company | 466,710 | $221.2M | 0.05% | −7,232−1.5% | Reduced |
| JPMorgan Chase & Co | 477,470 | $226.3M | 0.02% | +13,409+2.9% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 590,500 | $279.8M | 2.47% | +8,000+1.4% | Added |
| Neuberger Berman Group LLC | 595,982 | $282.4M | 0.22% | −1,364−0.2% | Reduced |
| Morgan Stanley | 609,673 | $288.9M | 0.02% | +15,939+2.7% | Added |
| Capital World Investors | 639,019 | $302.8M | 0.05% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 725,186 | $343.2M | 0.03% | +20,856+3.0% | Added |
| Blair William & Co | 770,936 | $365.3M | 1.06% | −14,109−1.8% | Reduced |
| Baillie Gifford & Co | 1,098,081 | $520.4M | 0.40% | −136,055−11.0% | Reduced |
| State Street Corp | 1,221,747 | $579.0M | 0.02% | +47,985+4.1% | Added |
| Charles Schwab Investment Management Inc | 1,371,535 | $650.0M | 0.12% | +118,713+9.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,549,850 | $734.5M | 1.69% | +2,627+0.2% | Added |
| FMR LLC | 3,471,241 | $1.64B | 0.10% | −152,918−4.2% | Reduced |
| Vanguard Group Inc | 3,618,109 | $1.71B | 0.03% | +52,127+1.5% | Added |
| BlackRock, Inc. | 3,735,741 | $1.77B | 0.04% | −49,091−1.3% | Reduced |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −73,843−100.0% | Sold out |
| Bornite Capital Management LP | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −18,417−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −15,542−100.0% | Sold out |
| Kingdon Capital Management, L.L.C. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −11,415−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −5,975−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −5,317−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −5,165−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −4,493−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −4,199−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −3,823−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,445−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −3,401−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −3,270−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −3,104−100.0% | Sold out |
| B.O.S.S. Retirement Advisors, LLC | 0 | $0 | 0.00% | −2,917−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −2,889−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −2,298−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −1,888−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −1,439−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −1,410−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −1,323−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −1,101−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −1,040−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −939−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −906−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −892−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −845−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −840−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −807−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −766−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −749−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −743−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −728−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −699−100.0% | Sold out |
| Fiduciary Family Office, LLC | 0 | $0 | 0.00% | −611−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −608−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −572−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −513−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −513−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −490−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −494−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −458−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −445−100.0% | Sold out |
| Blue Fin Capital, Inc. | 0 | $0 | 0.00% | −422−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −422−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −414−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −245−100.0% | Sold out |
| Cedar Wealth Management, LLC | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Godsey & Gibb Associates | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Aspire Private Capital, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Pacific Capital Wealth Advisors, Inc | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| PEAK6 Investments LLC | – | – | – | – | Not filed |
| Prio Wealth Limited Partnership | – | – | – | – | Not filed |
| Rakuten Investment Management, Inc. | – | – | – | – | Not filed |
| Northwest Investment Counselors, LLC | – | – | – | – | Not filed |
| Peterson Financial Group, Inc. | – | – | – | – | Not filed |
| Annapolis Financial Services, LLC | – | – | – | – | Not filed |