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 |
|---|---|---|---|---|---|
| Everpar Advisors LLC | 1,017 | $481.9K | 0.24% | −16−1.5% | Reduced |
| Allstate Corp | 1,010 | $478.6K | 0.01% | +1,010 | New |
| Tompkins Financial Corp | 1,000 | $473.9K | 0.04% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,000 | $473.9K | 0.03% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 990 | $469.0K | 0.08% | −1,731−63.6% | Reduced |
| Fifth Third Bancorp | 981 | $464.9K | 0.00% | −15−1.5% | Reduced |
| Toroso Investments, LLC | 948 | $449.2K | 0.00% | −1,321−58.2% | Reduced |
| Everence Capital Management Inc | 940 | $445.0K | 0.03% | +940 | New |
| Millennium Management LLC | 937 | $444.0K | 0.00% | −12,595−93.1% | Reduced |
| Ellevest, Inc. | 937 | $444.0K | 0.03% | −21−2.2% | Reduced |
| Certior Financial Group, LLC | 933 | $442.3K | 0.39% | +933 | New |
| Greenleaf Trust | 932 | $441.7K | 0.00% | +97+11.6% | Added |
| Delta Financial Group, Inc. | 930 | $441.0K | 0.10% | +930 | New |
| Massmutual Trust Co FSB | 921 | $436.5K | 0.01% | +827+879.8% | Added |
| Adell Harriman & Carpenter Inc | 913 | $432.7K | 0.03% | +913 | New |
| Prospera Financial Services Inc | 911 | $431.9K | 0.01% | 00.0% | Unchanged |
| Haverford Trust Co | 904 | $428.4K | 0.00% | −3−0.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 904 | $428.4K | 0.03% | +36+4.1% | Added |
| Arete Wealth Advisors, LLC | 898 | $427.0K | 0.03% | +86+10.6% | Added |
| Compass Ion Advisors, LLC | 898 | $425.7K | 0.05% | −37−4.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 898 | $425.6K | 0.03% | −4−0.4% | Reduced |
| Heritage Family Offices, LLP | 898 | $425.4K | 0.21% | −60−6.3% | Reduced |
| Mutual Advisors, LLC | 855 | $419.8K | 0.01% | +114+15.4% | Added |
| Foster Dykema Cabot & Partners, LLC | 885 | $419.4K | 0.03% | +785+785.0% | Added |
| XTX Topco Ltd | 880 | $417.0K | 0.03% | +880 | New |
| Congress Wealth Management LLC | 867 | $411.7K | 0.01% | +73+9.2% | Added |
| Venturi Wealth Management, LLC | 865 | $409.9K | 0.02% | +44+5.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 864 | $409.4K | 0.08% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 857 | $406.1K | 0.01% | −268−23.8% | Reduced |
| Johnson Financial Group, Inc. | 844 | $403.9K | 0.02% | −2,498−74.7% | Reduced |
| CWM, LLC | 846 | $401.0K | 0.00% | −106−11.1% | Reduced |
| Callan Family Office, LLC | 842 | $399.0K | 0.03% | +842 | New |
| Profund Advisors LLC | 839 | $397.6K | 0.01% | −165−16.4% | Reduced |
| ICW Investment Advisors LLC | 838 | $397.1K | 0.17% | +19+2.3% | Added |
| Intrust Bank NA | 827 | $391.9K | 0.04% | −6−0.7% | Reduced |
| Dark Forest Capital Management LP | 823 | $390.0K | 0.06% | +823 | New |
| Flputnam Investment Management Co | 821 | $389.1K | 0.01% | −64−7.2% | Reduced |
| Walleye Trading LLC | 820 | $388.6K | 0.01% | −2,204−72.9% | Reduced |
| Stephens Inc | 810 | $383.9K | 0.01% | −92−10.2% | Reduced |
| Simon Quick Advisors, LLC | 808 | $383.0K | 0.02% | +109+15.6% | Added |
| Proequities, Inc. | 749 | $380.7K | 0.02% | +11+1.5% | Added |
| Larson Financial Group LLC | 801 | $379.8K | 0.02% | −337−29.6% | Reduced |
| Rafferty Asset Management, LLC | 795 | $376.7K | 0.00% | −7−0.9% | Reduced |
| Enhancing Capital LLC | 793 | $375.8K | 0.30% | +793 | New |
| Fiduciary Financial Group, LLC | 800 | $371.1K | 0.08% | −27−3.3% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 780 | $371.0K | 0.03% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 782 | $370.6K | 0.37% | +9+1.2% | Added |
| Jag Capital Management, LLC | 770 | $364.9K | 0.05% | −61−7.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 769 | $364.4K | 0.02% | +7+0.9% | Added |
| Penserra Capital Management LLC | 767 | $362.0K | 0.01% | −14−1.8% | Reduced |
| Heartwood Wealth Advisors LLC | 761 | $360.6K | 0.04% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 760 | $360.0K | 0.00% | +221+41.0% | Added |
| HB Wealth Management, LLC | 757 | $358.7K | 0.00% | +757 | New |
| Centennial Wealth Advisory LLC | 754 | $357.6K | 0.14% | +22+3.0% | Added |
| Sequoia Financial Advisors, LLC | 752 | $356.5K | 0.00% | +199+36.0% | Added |
| Dakota Wealth Management | 752 | $356.4K | 0.01% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 749 | $355.0K | 0.03% | −41−5.2% | Reduced |
| Waterloo Capital, L.P. | 742 | $351.7K | 0.04% | −75−9.2% | Reduced |
| World Equity Group, Inc. | 738 | $350.2K | 0.08% | +738 | New |
| Intrepid Capital Management Inc | 736 | $348.8K | 0.18% | −3,558−82.9% | Reduced |
| Taylor Hoffman Capital Management LLC | 724 | $343.1K | 0.12% | 00.0% | Unchanged |
| Summit Financial, LLC | 710 | $336.3K | 0.01% | +211+42.3% | Added |
| UniSuper Management Pty Ltd | 700 | $331.7K | 0.00% | −100−12.5% | Reduced |
| Checchi Capital Advisers, LLC | 696 | $329.8K | 0.02% | +4+0.6% | Added |
| My Legacy Advisors, LLC | 687 | $329.1K | 0.13% | +21+3.2% | Added |
| Eagle Global Advisors LLC | 693 | $328.2K | 0.01% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 686 | $325.0K | 0.42% | −800−53.8% | Reduced |
| Platform Technology Partners | 685 | $324.6K | 0.10% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 680 | $322.2K | 0.14% | +680 | New |
| Woodstock Corp | 675 | $319.9K | 0.03% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 674 | $319.4K | 0.01% | +54+8.7% | Added |
| Bleakley Financial Group, LLC | 674 | $319.4K | 0.01% | +53+8.5% | Added |
| Fulcrum Capital LLC | 671 | $318.0K | 0.07% | +52+8.4% | Added |
| Bank of Nova Scotia | 665 | $315.1K | 0.00% | −1,031−60.8% | Reduced |
| Phillips Wealth Planners LLC | 678 | $314.6K | 0.31% | −137−16.8% | Reduced |
| Assetmark, Inc | 662 | $313.7K | 0.00% | +50+8.2% | Added |
| Huntington National Bank | 655 | $310.4K | 0.00% | −90−12.1% | Reduced |
| Apollon Wealth Management, LLC | 655 | $310.3K | 0.01% | −3−0.5% | Reduced |
| Savant Capital, LLC | 647 | $306.4K | 0.00% | −3−0.5% | Reduced |
| Modern Wealth Management, LLC | 637 | $301.6K | 0.01% | +9+1.4% | Added |
| Gsa Capital Partners LLP | 633 | $300.0K | 0.02% | −1,322−67.6% | Reduced |
| Crestwood Advisors Group LLC | 633 | $300.0K | 0.01% | +99+18.5% | Added |
| Cynosure Management, LLC | 631 | $299.0K | 0.04% | −229−26.6% | Reduced |
| Thrive Wealth Management, LLC | 618 | $292.9K | 0.05% | −33−5.1% | Reduced |
| Sagespring Wealth Partners, LLC | 616 | $292.1K | 0.01% | +616 | New |
| Geneos Wealth Management Inc. | 614 | $290.7K | 0.01% | +5+0.8% | Added |
| Blue Barn Wealth, LLC | 610 | $289.1K | 0.15% | +9+1.5% | Added |
| Arkadios Wealth Advisors | 608 | $288.1K | 0.02% | −36−5.6% | Reduced |
| Raiffeisen Bank International AG | 603 | $286.3K | 0.00% | +603 | New |
| FourThought Financial Partners, LLC | 602 | $285.3K | 0.03% | +602 | New |
| Boit C F David | 600 | $284.3K | 0.14% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 600 | $284.3K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 593 | $281.1K | 0.01% | −26−4.2% | Reduced |
| Waldron Private Wealth LLC | 587 | $278.2K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 585 | $277.3K | 0.01% | +2+0.3% | Added |
| Csenge Advisory Group | 582 | $275.6K | 0.01% | +1+0.2% | Added |
| Legacy Trust | 580 | $274.9K | 0.06% | 00.0% | Unchanged |
| Napatree Capital LLC | 576 | $273.0K | 0.16% | 00.0% | Unchanged |
| Davidson Kahn Capital Management, LLC | 561 | $265.9K | 0.25% | +561 | New |
| Prospect Financial Services LLC | 560 | $265.4K | 0.15% | −10−1.8% | Reduced |