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 |
|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | 12,597 | $5.97M | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 12,477 | $5.91M | 0.06% | +9,714+351.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 12,422 | $5.89M | 0.06% | +12,422 | New |
| US Bancorp | 12,134 | $5.75M | 0.01% | +150+1.3% | Added |
| Guggenheim Capital LLC | 12,053 | $5.71M | 0.05% | −1,662−12.1% | Reduced |
| Asset Management One Co.,Ltd. | 11,859 | $5.69M | 0.02% | −309−2.5% | Reduced |
| NewEdge Wealth, LLC | 11,835 | $5.61M | 0.10% | +367+3.2% | Added |
| KLP Kapitalforvaltning AS | 11,800 | $5.59M | 0.03% | +11,800 | New |
| Vestmark Advisory Solutions, Inc. | 11,640 | $5.52M | 0.19% | +383+3.4% | Added |
| Bank of Montreal | 11,624 | $5.51M | 0.00% | +462+4.1% | Added |
| Spectrum Wealth Counsel, LLC | 11,583 | $5.49M | 0.65% | −83−0.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,532 | $5.46M | 0.15% | +1,195+11.6% | Added |
| Resona Asset Management Co.,Ltd. | 11,257 | $5.34M | 0.03% | −518−4.4% | Reduced |
| Holocene Advisors, LP | 11,183 | $5.30M | 0.02% | +7,091+173.3% | Added |
| Prosperity Consulting Group, LLC | 11,100 | $5.26M | 0.40% | −394−3.4% | Reduced |
| Buckhead Capital Management LLC | 11,050 | $5.24M | 1.67% | −240−2.1% | Reduced |
| CIBC Private Wealth Group, LLC | 11,201 | $5.23M | 0.01% | +238+2.2% | Added |
| Alerus Financial NA | 10,677 | $5.06M | 0.39% | −161−1.5% | Reduced |
| Intech Investment Management LLC | 10,665 | $5.05M | 0.05% | +4,790+81.5% | Added |
| Rockefeller Capital Management L.P. | 10,433 | $4.94M | 0.01% | −595−5.4% | Reduced |
| Pathstone Holdings, LLC | 10,360 | $4.92M | 0.02% | +62+0.6% | Added |
| Advisors Asset Management, Inc. | 10,316 | $4.89M | 0.09% | −1,768−14.6% | Reduced |
| Arizona State Retirement System | 10,104 | $4.79M | 0.03% | +149+1.5% | Added |
| Monte Financial Group, LLC | 9,962 | $4.72M | 2.02% | −1,208−10.8% | Reduced |
| Louisiana State Employees Retirement System | 9,700 | $4.60M | 0.09% | +100+1.0% | Added |
| Prospect Capital Advisors, LLC | 9,635 | $4.57M | 2.65% | −2,055−17.6% | Reduced |
| Great Valley Advisor Group, Inc. | 9,623 | $4.56M | 0.10% | +830+9.4% | Added |
| Voloridge Investment Management, LLC | 9,576 | $4.54M | 0.02% | +1,074+12.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 9,416 | $4.48M | 0.05% | +4,637+97.0% | Added |
| K.J. Harrison & Partners Inc | 9,560 | $4.48M | 0.70% | −510−5.1% | Reduced |
| Fiduciary Trust Co | 9,364 | $4.44M | 0.06% | −292−3.0% | Reduced |
| Oppenheimer & Co Inc | 9,311 | $4.41M | 0.07% | +813+9.6% | Added |
| D.A. Davidson & Co. | 9,139 | $4.33M | 0.04% | +55+0.6% | Added |
| Alliance Wealth Advisors, LLC | 8,956 | $4.24M | 1.10% | +209+2.4% | Added |
| Pinebridge Investments, L.P. | 8,955 | $4.24M | 0.03% | +2,681+42.7% | Added |
| Cerity Partners LLC | 8,580 | $4.16M | 0.01% | −2,052−19.3% | Reduced |
| Crestline Management, LP | 8,709 | $4.13M | 0.14% | +6,410+278.8% | Added |
| Jane Street Group, LLC | 8,704 | $4.12M | 0.01% | −20,878−70.6% | Reduced |
| DnB Asset Management AS | 8,628 | $4.09M | 0.02% | +7+0.1% | Added |
| Zurich Insurance Group Ltd | 8,517 | $4.04M | 0.03% | +4,417+107.7% | Added |
| Atria Investments LLC | 8,290 | $3.93M | 0.05% | −322−3.7% | Reduced |
| State of Michigan Retirement System | 8,283 | $3.93M | 0.02% | −600−6.8% | Reduced |
| Middleton & Co Inc | 8,277 | $3.92M | 0.43% | −110−1.3% | Reduced |
| Illinois Municipal Retirement Fund | 8,214 | $3.89M | 0.06% | −3,177−27.9% | Reduced |
| Sanctuary Advisors, LLC | 8,026 | $3.89M | 0.02% | −62−0.8% | Reduced |
| Nebula Research & Development LLC | 8,091 | $3.83M | 0.45% | +7,549+1,392.8% | Added |
| Cetera Investment Advisers | 7,929 | $3.76M | 0.01% | +398+5.3% | Added |
| Colony Group, LLC | 7,822 | $3.71M | 0.01% | +2,610+50.1% | Added |
| D. E. Shaw & Co., Inc. | 7,750 | $3.67M | 0.00% | −3,141−28.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,741 | $3.67M | 0.08% | +23+0.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,692 | $3.65M | 0.02% | +23+0.3% | Added |
| United Capital Financial Advisers, LLC | 7,622 | $3.61M | 0.03% | +7,176+1,609.0% | Added |
| Brevan Howard Capital Management LP | 7,603 | $3.60M | 0.09% | +6,418+541.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 7,549 | $3.58M | 0.02% | −254−3.3% | Reduced |
| CIBC World Markets Inc. | 7,417 | $3.52M | 0.01% | +1,077+17.0% | Added |
| Freedom Day Solutions, LLC | 7,301 | $3.46M | 1.03% | −191−2.5% | Reduced |
| Forsta Ap-Fonden | 7,300 | $3.46M | 0.02% | −500−6.4% | Reduced |
| Cresset Asset Management, LLC | 7,191 | $3.41M | 0.02% | −4,523−38.6% | Reduced |
| 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 |
| New Age Alpha Advisors, LLC | 7,124 | $3.38M | 0.14% | +7,124 | New |
| New Mexico Educational Retirement Board | 7,118 | $3.37M | 0.11% | +718+11.2% | Added |
| Oregon Public Employees Retirement Fund | 7,075 | $3.35M | 0.06% | −46−0.6% | Reduced |
| GHP Investment Advisors, Inc. | 7,009 | $3.32M | 0.15% | −426−5.7% | Reduced |
| Ameritas Investment Partners, Inc. | 6,976 | $3.31M | 0.11% | −161−2.3% | Reduced |
| IFM Investors Pty Ltd | 6,943 | $3.29M | 0.03% | −413−5.6% | Reduced |
| Applied Capital LLC | 6,903 | $3.27M | 2.57% | −27−0.4% | Reduced |
| Regions Financial Corp | 6,737 | $3.19M | 0.02% | +52+0.8% | Added |
| Appleton Partners Inc | 6,713 | $3.18M | 0.24% | −56−0.8% | Reduced |
| Advisor Group Holdings, Inc. | 6,680 | $3.17M | 0.01% | −347−4.9% | Reduced |
| British Columbia Investment Management Corp | 6,662 | $3.16M | 0.02% | +863+14.9% | Added |
| Quantinno Capital Management LP | 6,558 | $3.11M | 0.03% | +337+5.4% | Added |
| TD Asset Management Inc | 6,510 | $3.09M | 0.00% | +261+4.2% | Added |
| Centaurus Financial, Inc. | 6,423 | $3.04M | 0.19% | +261+4.2% | Added |
| Hunter Associates Investment Management LLC | 6,405 | $3.03M | 0.46% | −150−2.3% | Reduced |
| Van Eck Associates Corp | 6,285 | $2.98M | 0.00% | −285−4.3% | Reduced |
| KBC Group NV | 6,245 | $2.96M | 0.01% | +380+6.5% | Added |
| WCM Investment Management, LLC | 6,191 | $2.94M | 0.01% | −406−6.2% | Reduced |
| TrimTabs Asset Management, LLC | 6,048 | $2.87M | 0.38% | +1,860+44.4% | Added |
| Woodley Farra Manion Portfolio Management Inc | 5,919 | $2.80M | 0.14% | −93−1.5% | Reduced |
| Xponance, Inc. | 5,913 | $2.80M | 0.03% | +536+10.0% | Added |
| River Road Asset Management, LLC | 5,809 | $2.75M | 0.04% | −8,004−57.9% | Reduced |
| Argent Trust Co | 5,803 | $2.75M | 0.11% | −94−1.6% | Reduced |
| Utah Retirement Systems | 5,769 | $2.73M | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 5,727 | $2.71M | 0.06% | +306+5.6% | 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 |
| Empowered Funds, LLC | 5,695 | $2.70M | 0.04% | +664+13.2% | Added |
| Mariner, LLC | 5,649 | $2.68M | 0.00% | +247+4.6% | Added |
| Creative Planning | 5,610 | $2.66M | 0.00% | +398+7.6% | Added |
| Landscape Capital Management, L.L.C. | 5,534 | $2.62M | 0.28% | +5,534 | New |
| National Bank of Canada | 5,499 | $2.61M | 0.00% | +754+15.9% | Added |
| Aquatic Capital Management LLC | 5,487 | $2.60M | 0.07% | +5,487 | New |
| Obermeyer Wood Investment Counsel, LLLP | 5,450 | $2.58M | 0.13% | +73+1.4% | Added |
| TrueMark Investments, LLC | 5,231 | $2.48M | 0.79% | +3,524+206.4% | Added |
| Schroder Investment Management Group | 5,173 | $2.46M | 0.00% | −26,502−83.7% | Reduced |
| Level Four Advisory Services, LLC | 5,176 | $2.45M | 0.10% | +48+0.9% | Added |
| Mackenzie Financial Corp | 5,158 | $2.44M | 0.00% | −1,277−19.8% | Reduced |
| Pacer Advisors, Inc. | 5,111 | $2.42M | 0.01% | −10−0.2% | Reduced |
| Old National Bancorp | 5,097 | $2.42M | 0.06% | −424−7.7% | Reduced |