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 |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 5,093 | $2.41M | 0.05% | +5,093 | New |
| Barbara Oil Co. | 5,000 | $2.37M | 0.98% | 00.0% | Unchanged |
| Crown Advisors Management, Inc. | 5,000 | $2.37M | 1.52% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4,982 | $2.36M | 0.07% | −139−2.7% | Reduced |
| AIA Group Ltd | 4,979 | $2.36M | 0.06% | −2,968−37.3% | Reduced |
| Univest Financial Corp | 4,928 | $2.34M | 0.15% | +26+0.5% | Added |
| Jump Financial, LLC | 4,672 | $2.21M | 0.05% | +4,672 | New |
| Nomura Holdings Inc | 4,622 | $2.19M | 0.01% | +4,622 | New |
| Avantax Advisory Services, Inc. | 4,582 | $2.17M | 0.01% | +39+0.9% | Added |
| Toronto Dominion Bank | 4,552 | $2.16M | 0.00% | +294+6.9% | Added |
| Northwest & Ethical Investments L.P. | 4,552 | $2.16M | 0.06% | −3,320−42.2% | Reduced |
| EverSource Wealth Advisors, LLC | 4,500 | $2.13M | 0.12% | +391+9.5% | Added |
| First Hawaiian Bank | 4,435 | $2.10M | 0.07% | +46+1.0% | Added |
| Credit Agricole S A | 4,355 | $2.06M | 0.01% | +1,642+60.5% | Added |
| Nissay Asset Management Corp | 4,296 | $2.06M | 0.01% | −11−0.3% | Reduced |
| Lee Financial Co | 4,223 | $2.00M | 0.28% | −68−1.6% | Reduced |
| Wolverine Asset Management LLC | 4,200 | $1.99M | 0.04% | +900+27.3% | Added |
| CWM Advisors, LLC | 4,151 | $1.97M | 0.22% | −91−2.1% | Reduced |
| Gilder Gagnon Howe & Co LLC | 4,106 | $1.95M | 0.02% | −135−3.2% | Reduced |
| Taylor Frigon Capital Management LLC | 4,085 | $1.94M | 0.98% | −129−3.1% | Reduced |
| Gateway Investment Advisers LLC | 4,032 | $1.91M | 0.02% | −521−11.4% | Reduced |
| Prudential Financial Inc | 3,994 | $1.89M | 0.00% | −863−17.8% | Reduced |
| State of Alaska, Department of Revenue | 3,972 | $1.88M | 0.02% | −65−1.6% | Reduced |
| Avanza Fonder AB | 3,913 | $1.85M | 0.06% | +3,913 | New |
| Birch Capital Management, LLC | 3,905 | $1.85M | 0.93% | −133−3.3% | Reduced |
| RFG Advisory, LLC | 3,893 | $1.84M | 0.05% | −61−1.5% | Reduced |
| Fiducient Advisors LLC | 3,873 | $1.84M | 0.23% | +3,873 | New |
| Envestnet Portfolio Solutions, Inc. | 3,866 | $1.83M | 0.01% | −32−0.8% | Reduced |
| JustInvest LLC | 3,840 | $1.82M | 0.03% | +189+5.2% | Added |
| O'Shaughnessy Asset Management, LLC | 3,801 | $1.80M | 0.02% | +645+20.4% | Added |
| Trueblood Wealth Management, LLC | 3,783 | $1.79M | 0.88% | +103+2.8% | Added |
| Capital Investment Advisory Services, LLC | 3,735 | $1.77M | 0.17% | 00.0% | Unchanged |
| Ethic Inc. | 3,705 | $1.76M | 0.04% | +533+16.8% | Added |
| Graham Capital Management, L.P. | 3,700 | $1.75M | 0.05% | +3,700 | New |
| Perigon Wealth Management, LLC | 3,536 | $1.74M | 0.04% | +3,536 | New |
| Umb Bank N A | 3,646 | $1.73M | 0.03% | +62+1.7% | Added |
| Schechter Investment Advisors, LLC | 3,593 | $1.70M | 0.13% | −73−2.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,582 | $1.70M | 0.01% | −161−4.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,577 | $1.70M | 0.08% | −1,466−29.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,509 | $1.66M | 0.02% | −119−3.3% | Reduced |
| STRS Ohio | 3,484 | $1.65M | 0.01% | +239+7.4% | Added |
| Brown Advisory Inc | 3,367 | $1.60M | 0.00% | −490−12.7% | Reduced |
| CoreCap Advisors, LLC | 3,357 | $1.59M | 0.07% | +236+7.6% | Added |
| Citizens Financial Group Inc | 3,299 | $1.56M | 0.03% | +82+2.5% | Added |
| Susquehanna International Group, LLP | 3,288 | $1.56M | 0.00% | +2,386+264.5% | Added |
| Saturna Capital CORP | 3,263 | $1.55M | 0.02% | +284+9.5% | Added |
| MML Investors Services, LLC | 3,210 | $1.52M | 0.01% | +293+10.0% | Added |
| Access Financial Services, Inc. | 3,207 | $1.52M | 0.68% | +14+0.4% | Added |
| Alpha Omega Wealth Management LLC | 3,205 | $1.52M | 0.29% | 00.0% | Unchanged |
| Campbell Capital Management Inc | 3,200 | $1.52M | 0.59% | −300−8.6% | Reduced |
| Two Sigma Advisers, LP | 3,200 | $1.52M | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,196 | $1.51M | 0.02% | 00.0% | Unchanged |
| Mirabaud Asset Management Ltd | 3,166 | $1.50M | 0.70% | −279−8.1% | Reduced |
| FORA Capital, LLC | 3,170 | $1.50M | 0.17% | +3,170 | New |
| Chicago Trust Co NA | 3,121 | $1.48M | 0.26% | −809−20.6% | Reduced |
| Federated Hermes, Inc. | 3,102 | $1.47M | 0.00% | −153−4.7% | Reduced |
| J. W. Coons Advisors, LLC | 3,074 | $1.46M | 0.37% | +75+2.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,060 | $1.45M | 0.05% | −239−7.2% | Reduced |
| Shaker Investments LLC | 3,059 | $1.45M | 0.61% | −4,512−59.6% | Reduced |
| GWM Advisors LLC | 3,046 | $1.44M | 0.01% | −36−1.2% | Reduced |
| Semanteon Capital Management, LP | 3,036 | $1.44M | 0.77% | +723+31.3% | Added |
| Lake Street Advisors Group, LLC | 3,011 | $1.43M | 0.07% | +2,229+285.0% | Added |
| Annandale Capital, LLC | 3,009 | $1.43M | 0.28% | +3+0.1% | Added |
| Freemont Management S.A. | 3,000 | $1.42M | 0.70% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 2,943 | $1.39M | 0.09% | −13−0.4% | Reduced |
| Eastern Bank | 2,934 | $1.39M | 0.03% | −40−1.3% | Reduced |
| Change Path, LLC | 2,927 | $1.39M | 0.04% | +107+3.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,915 | $1.38M | 0.09% | +2,915 | New |
| Portside Wealth Group, LLC | 2,906 | $1.38M | 0.23% | +80+2.8% | Added |
| Confluence Wealth Services, Inc. | 2,745 | $1.37M | 0.09% | +456+19.9% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 2,812 | $1.33M | 0.02% | +2,812 | New |
| Daiwa Securities Group Inc. | 2,800 | $1.33M | 0.01% | +100+3.7% | Added |
| Mercer Global Advisors Inc | 2,797 | $1.33M | 0.00% | −945−25.3% | Reduced |
| Belpointe Asset Management LLC | 2,734 | $1.30M | 0.08% | −9−0.3% | Reduced |
| Oddo BHF Asset Management SAS | 2,726 | $1.29M | 0.07% | +19+0.7% | Added |
| Harvey Investment Co LLC | 2,715 | $1.29M | 0.15% | +30+1.1% | Added |
| Ontario Teachers Pension Plan Board | 2,707 | $1.28M | 0.02% | −370−12.0% | Reduced |
| Securian Asset Management, Inc | 2,706 | $1.28M | 0.04% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,624 | $1.24M | 0.02% | +1,707+186.2% | Added |
| Gulf International Bank (UK) Ltd | 2,617 | $1.24M | 0.03% | −24−0.9% | Reduced |
| Beacon Pointe Advisors, LLC | 2,584 | $1.22M | 0.01% | −13−0.5% | Reduced |
| Charter Oak Capital Management, LLC | 2,551 | $1.21M | 0.11% | +10.0% | Added |
| Knollwood Investment Advisory, LLC | 2,523 | $1.20M | 0.13% | 00.0% | Unchanged |
| Centennial Bank | 2,519 | $1.19M | 0.56% | −56−2.2% | Reduced |
| Bridges Investment Management Inc | 2,495 | $1.18M | 0.02% | +608+32.2% | Added |
| Concurrent Investment Advisors, LLC | 2,489 | $1.18M | 0.03% | −295−10.6% | Reduced |
| Massachusetts Financial Services Co | 2,488 | $1.18M | 0.00% | −343−12.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,462 | $1.17M | 0.01% | +473+23.8% | Added |
| Lindenwold Advisors | 2,437 | $1.15M | 0.62% | −93−3.7% | Reduced |
| Bokf, NA | 2,480 | $1.15M | 0.02% | −15−0.6% | Reduced |
| Vestcor Inc | 2,396 | $1.14M | 0.04% | −7,635−76.1% | Reduced |
| American National Bank | 2,380 | $1.13M | 0.13% | −6−0.3% | Reduced |
| Crossmark Global Holdings, Inc. | 2,330 | $1.10M | 0.02% | −180−7.2% | Reduced |
| RSM US Wealth Management LLC | 2,293 | $1.09M | 0.02% | +1,229+115.5% | Added |
| Norden Group LLC | 2,292 | $1.09M | 0.12% | −34−1.5% | Reduced |
| Ascent Group, LLC | 2,270 | $1.08M | 0.08% | −5−0.2% | Reduced |
| Crawford Investment Counsel Inc | 2,263 | $1.07M | 0.02% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 2,220 | $1.05M | 0.01% | +1,570+241.5% | Added |
| Stock Yards Bank & Trust Co | 2,209 | $1.05M | 0.04% | +341+18.3% | Added |
| Cox Capital Mgt LLC | 2,200 | $1.04M | 0.67% | 00.0% | Unchanged |