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 |
|---|---|---|---|---|---|
| Versor Investments LP | 2,200 | $1.04M | 0.18% | +200+10.0% | Added |
| Financial Advisory Service, Inc. | 2,186 | $1.04M | 0.09% | +6+0.3% | Added |
| CIBC Asset Management Inc | 2,170 | $1.03M | 0.00% | +87+4.2% | Added |
| Janus Henderson Group PLC | 2,168 | $1.03M | 0.00% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 2,143 | $1.02M | 0.14% | +126+6.2% | Added |
| Capital Analysts, LLC | 2,128 | $1.01M | 0.04% | +165+8.4% | Added |
| Chicago Capital, LLC | 2,123 | $1.01M | 0.03% | +2,123 | New |
| Catalyst Funds Management Pty Ltd | 2,100 | $995.2K | 0.25% | +2,100 | New |
| SlateStone Wealth, LLC | 2,089 | $990.0K | 0.10% | +37+1.8% | Added |
| National Asset Management, Inc. | 2,080 | $985.8K | 0.03% | +50+2.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,065 | $979.0K | 0.01% | +1,464+243.6% | Added |
| Sterling Capital Management LLC | 2,050 | $971.5K | 0.01% | +731+55.4% | Added |
| Jain Global LLC | 2,017 | $955.8K | 0.03% | +2,017 | New |
| Parsons Capital Management Inc | 1,973 | $935.0K | 0.05% | +6+0.3% | Added |
| Wealth Alliance | 1,964 | $930.7K | 0.11% | −32−1.6% | Reduced |
| Commerce Bank | 1,953 | $925.5K | 0.01% | −93−4.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,949 | $923.6K | 0.04% | +23+1.2% | Added |
| Oak Ridge Investments LLC | 1,939 | $918.9K | 0.07% | +3+0.2% | Added |
| Allianz Asset Management GmbH | 1,922 | $910.8K | 0.00% | −489−20.3% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 1,919 | $909.4K | 0.29% | +1,919 | New |
| LVW Advisors, LLC | 1,914 | $907.0K | 0.11% | −12−0.6% | Reduced |
| Cranbrook Wealth Management, LLC | 1,914 | $907.0K | 0.21% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 1,846 | $874.8K | 0.02% | −129−6.5% | Reduced |
| First Commonwealth Financial Corp | 1,842 | $872.9K | 0.21% | −383−17.2% | Reduced |
| Integrated Wealth Concepts LLC | 1,832 | $868.0K | 0.01% | −1,320−41.9% | Reduced |
| Elevated Capital Advisors, LLC | 1,821 | $863.0K | 0.24% | −2−0.1% | Reduced |
| Two Sigma Securities, LLC | 1,753 | $830.7K | 0.15% | +204+13.2% | Added |
| M&T Bank Corp | 1,686 | $798.9K | 0.00% | +23+1.4% | Added |
| Adviser Investments LLC | 1,679 | $795.7K | 0.01% | +1,679 | New |
| Lombard Odier Asset Management (USA) Corp | 1,649 | $781.4K | 0.30% | +1,649 | New |
| David Loasby | 1,680 | $779.4K | 0.07% | +131+8.5% | Added |
| M&G Plc | 1,643 | $778.8K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,629 | $772.0K | 0.00% | +112+7.4% | Added |
| E. Ohman J:or Asset Management AB | 1,620 | $767.7K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 1,613 | $764.4K | 0.00% | +377+30.5% | Added |
| Atria Wealth Solutions, Inc. | 1,607 | $761.6K | 0.01% | +197+14.0% | Added |
| Park Avenue Securities LLC | 1,594 | $755.0K | 0.01% | −23−1.4% | Reduced |
| Trust Point Inc. | 1,593 | $754.9K | 0.05% | +1,593 | New |
| Golden State Equity Partners | 1,582 | $749.7K | 0.14% | +141+9.8% | Added |
| CIBC World Markets Corp | 1,574 | $745.9K | 0.00% | −451−22.3% | Reduced |
| Webster Bank, N. A. | 1,568 | $743.1K | 0.08% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,565 | $741.6K | 0.04% | +592+60.8% | Added |
| Siemens Fonds Invest GmbH | 1,561 | $741.1K | 0.08% | +230+17.3% | Added |
| Moody Lynn & Lieberson, LLC | 1,551 | $735.0K | 0.05% | +8+0.5% | Added |
| Perfromance Wealth Partners, LLC | 1,527 | $723.6K | 0.02% | +96+6.7% | Added |
| Engineers Gate Manager LP | 1,522 | $721.3K | 0.01% | −6,506−81.0% | Reduced |
| Mayflower Financial Advisors, LLC | 1,503 | $712.3K | 0.11% | −326−17.8% | Reduced |
| Vident Advisory, LLC | 1,495 | $708.6K | 0.01% | +169+12.7% | Added |
| Farther Finance Advisors, LLC | 1,488 | $705.3K | 0.03% | −144−8.8% | Reduced |
| Teza Capital Management LLC | 1,488 | $705.1K | 0.11% | −2,612−63.7% | Reduced |
| Impact Capital Partners LLC | 1,473 | $698.0K | 0.25% | +1,473 | New |
| Moneta Group Investment Advisors LLC | 1,470 | $696.8K | 0.01% | +284+23.9% | Added |
| BHK Investment Advisors, LLC | 1,461 | $692.2K | 0.26% | +2+0.1% | Added |
| Diversify Wealth Management, LLC | 1,481 | $687.0K | 0.05% | −58−3.8% | Reduced |
| Frank, Rimerman Advisors LLC | 1,426 | $675.8K | 0.05% | 00.0% | Unchanged |
| Omers Administration Corp | 1,418 | $672.0K | 0.01% | +245+20.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,411 | $668.7K | 0.10% | −4−0.3% | Reduced |
| Donaldson Capital Management, LLC | 1,403 | $664.9K | 0.03% | −26−1.8% | Reduced |
| Axxcess Wealth Management, LLC | 1,391 | $659.0K | 0.02% | −5−0.4% | Reduced |
| Advocate Group LLC | 1,384 | $655.9K | 0.12% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,375 | $651.7K | 0.01% | −23−1.6% | Reduced |
| Tredje AP-fonden | 1,364 | $646.4K | 0.01% | −1,364−50.0% | Reduced |
| Verity & Verity, LLC | 1,359 | $643.8K | 0.06% | +1,359 | New |
| Entropy Technologies, LP | 1,357 | $643.1K | 0.07% | +1,357 | New |
| Kestra Private Wealth Services, LLC | 1,337 | $633.6K | 0.01% | +364+37.4% | Added |
| Private Advisor Group, LLC | 1,325 | $627.7K | 0.00% | −26−1.9% | Reduced |
| QRG Capital Management, Inc. | 1,318 | $624.6K | 0.01% | +173+15.1% | Added |
| Parcion Private Wealth LLC | 1,314 | $622.7K | 0.05% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 1,301 | $616.5K | 0.13% | +1,301 | New |
| Fifth Third Wealth Advisors LLC | 1,299 | $615.6K | 0.03% | +207+19.0% | Added |
| Roundview Capital LLC | 1,282 | $607.5K | 0.04% | +224+21.2% | Added |
| Shelton Capital Management | 1,256 | $595.2K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 1,238 | $586.7K | 0.02% | −34−2.7% | Reduced |
| Ci Investments Inc. | 1,233 | $584.0K | 0.00% | +49+4.1% | Added |
| Johnson Investment Counsel Inc | 1,222 | $579.1K | 0.01% | +1+0.1% | Added |
| Modera Wealth Management, LLC | 1,210 | $573.4K | 0.01% | +7+0.6% | Added |
| Bank of Hawaii | 1,201 | $569.1K | 0.03% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 1,200 | $569.0K | 0.03% | −146−10.8% | Reduced |
| Avidian Wealth Solutions, LLC | 1,196 | $566.8K | 0.03% | +21+1.8% | Added |
| First Bank & Trust | 1,195 | $566.3K | 0.11% | −63−5.0% | Reduced |
| Tudor Financial Inc. | 1,195 | $566.3K | 0.33% | 00.0% | Unchanged |
| Lido Advisors, LLC | 1,191 | $564.3K | 0.00% | +84+7.6% | Added |
| Equitable Trust Co | 1,186 | $562.0K | 0.03% | +20+1.7% | Added |
| Burney Co | 1,178 | $558.2K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,178 | $558.1K | 0.00% | +527+81.0% | Added |
| Advisor OS, LLC | 1,171 | $554.9K | 0.06% | −822−41.2% | Reduced |
| Mattern Capital Management, LLC | 1,160 | $549.7K | 0.07% | +51+4.6% | Added |
| Aviva PLC | 1,159 | $549.2K | 0.00% | −190−14.1% | Reduced |
| Hilltop Holdings Inc. | 1,145 | $542.5K | 0.03% | −88−7.1% | Reduced |
| Evergreen Capital Management LLC | 1,134 | $537.4K | 0.02% | +34+3.1% | Added |
| Shell Asset Management Co | 1,099 | $521.0K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,083 | $513.2K | 0.00% | −168−13.4% | Reduced |
| Paradigm Financial Partners, LLC | 1,073 | $508.5K | 0.06% | +10+0.9% | Added |
| Flagship Harbor Advisors, LLC | 1,060 | $502.3K | 0.03% | −352−24.9% | Reduced |
| Cary Street Partners Financial LLC | 1,050 | $497.6K | 0.02% | +1,050 | New |
| Park Place Capital Corp | 1,042 | $493.8K | 0.14% | −7−0.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,039 | $492.3K | 0.00% | +239+29.9% | Added |
| Quantum Private Wealth, LLC | 1,038 | $491.7K | 0.16% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,032 | $489.1K | 0.01% | +12+1.2% | Added |
| Park National Corp | 1,031 | $488.6K | 0.02% | −101−8.9% | Reduced |