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 |
|---|---|---|---|---|---|
| Washington Trust Co | 38,999 | $18.5M | 0.66% | −1,967−4.8% | Reduced |
| LaFleur & Godfrey LLC | 38,634 | $18.3M | 2.51% | −2,642−6.4% | Reduced |
| Storebrand Asset Management AS | 38,467 | $18.2M | 0.06% | −15,994−29.4% | Reduced |
| DekaBank Deutsche Girozentrale | 38,869 | $18.2M | 0.03% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 37,291 | $17.7M | 0.00% | −1,226−3.2% | Reduced |
| New York State Teachers Retirement System | 37,111 | $17.6M | 0.04% | −300−0.8% | Reduced |
| State Board of Administration of Florida Retirement System | 36,143 | $17.1M | 0.03% | +470+1.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 34,587 | $16.9M | 0.15% | −126−0.4% | Reduced |
| AXA S.A. | 34,881 | $16.5M | 0.05% | −90.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 34,227 | $16.2M | 0.14% | −240−0.7% | Reduced |
| Thrivent Financial for Lutherans | 34,153 | $16.2M | 0.03% | −5,741−14.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 34,034 | $16.1M | 0.46% | −134−0.4% | Reduced |
| New York State Common Retirement Fund | 33,248 | $15.8M | 0.02% | −2,100−5.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 33,169 | $15.7M | 0.10% | +31,957+2,636.7% | Added |
| Wendell David Associates Inc | 32,217 | $15.3M | 1.51% | −230−0.7% | Reduced |
| HSBC Holdings PLC | 31,918 | $15.1M | 0.01% | −6,855−17.7% | Reduced |
| Covington Investment Advisors Inc. | 31,985 | $15.1M | 2.27% | −325−1.0% | Reduced |
| Comerica Bank | 30,864 | $14.6M | 0.06% | −1,246−3.9% | Reduced |
| Motley Fool Wealth Management, LLC | 29,936 | $14.2M | 0.73% | −1,649−5.2% | Reduced |
| Running Oak Capital LLC | 28,659 | $13.6M | 1.77% | +1,135+4.1% | Added |
| BLI - Banque de Luxembourg Investments | 28,500 | $13.5M | 0.37% | +28,500 | New |
| LGT Group Foundation | 27,946 | $13.2M | 0.21% | +2,958+11.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 27,789 | $13.2M | 0.01% | −548−1.9% | Reduced |
| LPL Financial LLC | 27,557 | $13.1M | 0.01% | +4,898+21.6% | Added |
| Gotham Asset Management, LLC | 27,076 | $12.8M | 0.12% | +7,448+37.9% | Added |
| Victory Capital Management Inc | 26,760 | $12.7M | 0.01% | +3,618+15.6% | Added |
| Heartland Advisors Inc | 26,275 | $12.5M | 0.68% | −5,594−17.6% | Reduced |
| Vantage Investment Partners, LLC | 26,205 | $12.4M | 1.08% | −794−2.9% | Reduced |
| State of Wisconsin Investment Board | 25,809 | $12.2M | 0.03% | +53+0.2% | Added |
| 2Xideas AG | 25,531 | $12.1M | 1.62% | +8,901+53.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 25,179 | $12.1M | 0.05% | +5,482+27.8% | Added |
| Patrick Mauro Investment Advisor, INC. | 25,494 | $12.1M | 6.90% | −963−3.6% | Reduced |
| Dudley & Shanley, Inc. | 25,403 | $12.0M | 1.86% | 00.0% | Unchanged |
| AQR Capital Management LLC | 25,167 | $11.9M | 0.02% | +3,306+15.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 24,908 | $11.8M | 0.01% | +2,007+8.8% | Added |
| AE Wealth Management LLC | 24,931 | $11.8M | 0.10% | −1,624−6.1% | Reduced |
| Amundi | 25,035 | $11.7M | 0.00% | −1,233−4.7% | Reduced |
| TownSquare Capital, LLC | 24,212 | $11.5M | 0.13% | +443+1.9% | Added |
| Crown Oak Advisors, LLC | 24,121 | $11.4M | 5.88% | +4,101+20.5% | Added |
| Stratos Wealth Partners, LTD. | 23,119 | $11.0M | 0.15% | +401+1.8% | Added |
| Manufacturers Life Insurance Company, The | 22,327 | $10.6M | 0.01% | −432−1.9% | Reduced |
| Janney Montgomery Scott LLC | 22,044 | $10.4M | 0.03% | +22,044 | New |
| Westfield Capital Management Co LP | 22,016 | $10.4M | 0.05% | −771−3.4% | Reduced |
| Public Employees Retirement Association of Colorado | 22,011 | $10.4M | 0.04% | +18,361+503.0% | Added |
| Truist Financial Corp | 21,843 | $10.4M | 0.02% | −21,115−49.2% | Reduced |
| Korea Investment CORP | 21,611 | $10.2M | 0.02% | +14,377+198.7% | Added |
| Oppenheimer Asset Management Inc. | 20,774 | $9.84M | 0.12% | +79+0.4% | Added |
| Ensign Peak Advisors, Inc | 19,903 | $9.43M | 0.02% | −2,794−12.3% | Reduced |
| MetLife Investment Management | 19,631 | $9.30M | 0.05% | +1,653+9.2% | Added |
| DF Dent & Co Inc | 19,169 | $9.08M | 0.12% | +60.0% | Added |
| Worldquant Millennium Advisors LLC | 19,010 | $9.01M | 0.06% | +679+3.7% | Added |
| Danske Bank A/S | 18,593 | $8.81M | 0.03% | +3,437+22.7% | Added |
| Kensington Investment Counsel, LLC | 18,452 | $8.74M | 3.65% | +696+3.9% | Added |
| BNP Paribas Arbitrage, SA | 18,418 | $8.73M | 0.01% | −2,167−10.5% | Reduced |
| Mutual of America Capital Management LLC | 18,398 | $8.72M | 0.09% | −402−2.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 18,333 | $8.69M | 0.09% | −3,390−15.6% | Reduced |
| Anchor Investment Management, LLC | 18,266 | $8.66M | 0.81% | +18,038+7,911.4% | Added |
| Arcadia Investment Management Corp | 18,187 | $8.62M | 1.38% | −910−4.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 18,075 | $8.57M | 0.04% | −4,624−20.4% | Reduced |
| Regents Gate Capital LLP | 17,887 | $8.48M | 3.36% | +17,887 | New |
| Nisa Investment Advisors, LLC | 17,880 | $8.47M | 0.03% | −440−2.4% | Reduced |
| Marshall Wace, LLP | 17,800 | $8.44M | 0.01% | +13,100+278.7% | Added |
| Ipswich Investment Management Co., Inc. | 17,540 | $8.31M | 2.00% | +13+0.1% | Added |
| Marks Group Wealth Management, Inc | 17,527 | $8.31M | 0.82% | −641−3.5% | Reduced |
| Man Group plc | 17,474 | $8.28M | 0.03% | +3,688+26.8% | Added |
| Buck Wealth Strategies, LLC | 17,450 | $8.27M | 1.72% | +3,973+29.5% | Added |
| Tower Bridge Advisors | 17,095 | $8.10M | 0.86% | −217−1.3% | Reduced |
| Amalgamated Bank | 16,994 | $8.05M | 0.07% | −134−0.8% | Reduced |
| Russell Investments Group, Ltd. | 16,855 | $7.99M | 0.01% | +457+2.8% | Added |
| Vision Capital Management, Inc. | 16,721 | $7.92M | 1.16% | −71−0.4% | Reduced |
| Southernsun Asset Management, LLC | 16,680 | $7.90M | 0.98% | +191+1.2% | Added |
| Advisors Capital Management, LLC | 16,500 | $7.82M | 0.12% | +134+0.8% | Added |
| FineMark National Bank & Trust | 16,355 | $7.75M | 0.27% | −381−2.3% | Reduced |
| Redmond Asset Management, LLC | 16,270 | $7.71M | 1.93% | +380+2.4% | Added |
| Naples Global Advisors, LLC | 16,258 | $7.70M | 0.72% | −220−1.3% | Reduced |
| Pictet Asset Management Holding SA | 16,110 | $7.63M | 0.01% | +332+2.1% | Added |
| HighTower Advisors, LLC | 15,978 | $7.57M | 0.01% | −51−0.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 15,747 | $7.46M | 0.01% | −448−2.8% | Reduced |
| American Century Companies Inc | 15,609 | $7.40M | 0.00% | −342−2.1% | Reduced |
| Treasurer of the State of North Carolina | 15,211 | $7.21M | 0.03% | +100+0.7% | Added |
| Standard Life Aberdeen plc | 15,052 | $7.17M | 0.01% | +56+0.4% | Added |
| Princeton Global Asset Management LLC | 14,530 | $6.89M | 1.29% | −3,855−21.0% | Reduced |
| Marsico Capital Management LLC | 14,415 | $6.83M | 0.19% | −4,569−24.1% | Reduced |
| Royal London Asset Management Ltd | 14,385 | $6.82M | 0.02% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 14,078 | $6.67M | 0.11% | −1,460−9.4% | Reduced |
| The PNC Financial Services Group, Inc. | 14,067 | $6.67M | 0.00% | −36−0.3% | Reduced |
| Verition Fund Management LLC | 14,019 | $6.64M | 0.03% | +10,046+252.9% | Added |
| Public Employees Retirement System of Ohio | 13,906 | $6.59M | 0.02% | −1,048−7.0% | Reduced |
| Cutter & CO Brokerage, Inc. | 13,763 | $6.52M | 1.59% | +1,186+9.4% | Added |
| Commonwealth Equity Services, LLC | 13,669 | $6.48M | 0.01% | +108+0.8% | Added |
| Nomura Asset Management Co Ltd | 13,662 | $6.47M | 0.02% | +3,720+37.4% | Added |
| Quantbot Technologies LP | 13,608 | $6.45M | 0.24% | +4,349+47.0% | Added |
| Mn Services Vermogensbeheer B.V. | 13,600 | $6.45M | 0.04% | +300+2.3% | Added |
| Hamilton Point Investment Advisors, LLC | 13,236 | $6.27M | 1.13% | +49+0.4% | Added |
| Voya Investment Management LLC | 13,173 | $6.24M | 0.01% | −1,938−12.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,151 | $6.23M | 0.02% | +247+1.9% | Added |
| State of Tennessee, Treasury Department | 12,933 | $6.13M | 0.02% | −364−2.7% | Reduced |
| Edgestream Partners, L.P. | 12,915 | $6.12M | 0.26% | +10,281+390.3% | Added |
| Carderock Capital Management Inc | 12,852 | $6.09M | 1.53% | −135−1.0% | Reduced |
| Yousif Capital Management, LLC | 12,620 | $5.98M | 0.07% | −471−3.6% | Reduced |