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 |
|---|---|---|---|---|---|
| HighPoint Advisor Group LLC | 560 | $264.3K | 0.01% | +560 | New |
| GTS Securities LLC | 557 | $264.0K | 0.01% | +557 | New |
| Aureus Asset Management, LLC | 551 | $261.1K | 0.02% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 548 | $259.7K | 0.13% | −821−60.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 544 | $257.8K | 0.01% | +544 | New |
| First Horizon Advisors, Inc. | 544 | $257.8K | 0.01% | +32+6.3% | Added |
| Parkside Financial Bank & Trust | 544 | $257.6K | 0.03% | −40−6.8% | Reduced |
| Insigneo Advisory Services, LLC | 543 | $257.3K | 0.03% | −26−4.6% | Reduced |
| GAMMA Investing LLC | 534 | $253.1K | 0.02% | +43+8.8% | Added |
| Northside Capital Management, LLC | 528 | $250.4K | 0.07% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 526 | $249.3K | 0.01% | +526 | New |
| Gibbs Wealth Management | 524 | $248.3K | 0.07% | +116+28.4% | Added |
| Cary Street Partner Investment Advisory LLC | 522 | $247.5K | 0.16% | −1,056−66.9% | Reduced |
| International Assets Investment Management, LLC | 527 | $247.1K | 0.02% | −233,116−99.8% | Reduced |
| Cordatus Wealth Management LLC | 519 | $246.0K | 0.06% | +5+1.0% | Added |
| Quadrant Capital Group LLC | 518 | $245.5K | 0.02% | −62−10.7% | Reduced |
| Green Harvest Asset Management LLC | 516 | $244.5K | 0.00% | +516 | New |
| Sava Infond d.o.o. | 515 | $244.1K | 0.04% | +515 | New |
| KKM Financial LLC | 508 | $240.7K | 0.10% | 00.0% | Unchanged |
| Seeds Investor LLC | 505 | $239.3K | 0.07% | 00.0% | Unchanged |
| Forum Financial Management, LP | 504 | $238.8K | 0.00% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 502 | $237.9K | 0.03% | +2+0.4% | Added |
| Bedel Financial Consulting, Inc. | 500 | $237.0K | 0.03% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 500 | $236.9K | 0.04% | −635−55.9% | Reduced |
| Northern Oak Wealth Management Inc | 495 | $234.6K | 0.03% | 00.0% | Unchanged |
| Synovus Financial Corp | 493 | $233.6K | 0.00% | 00.0% | Unchanged |
| Breakwater Capital Group | 491 | $232.7K | 0.05% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 489 | $231.7K | 0.01% | −862−63.8% | Reduced |
| BankPlus Trust Department | 489 | $231.7K | 0.08% | +489 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 484 | $229.4K | 0.00% | +7+1.5% | Added |
| Tower Wealth Partners, Inc. | 482 | $228.4K | 0.12% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 481 | $228.2K | 0.02% | −56−10.4% | Reduced |
| StoneX Group Inc. | 478 | $226.5K | 0.01% | +478 | New |
| Prudential PLC | 477 | $226.0K | 0.00% | −675−58.6% | Reduced |
| MAI Capital Management | 477 | $226.0K | 0.00% | +477 | New |
| LRI Investments, LLC | 472 | $223.7K | 0.02% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 472 | $223.7K | 0.01% | +41+9.5% | Added |
| LifeWealth Investments, LLC | 465 | $220.5K | 0.15% | +465 | New |
| Independent Advisor Alliance | 465 | $220.5K | 0.00% | +465 | New |
| SageView Advisory Group, LLC | 465 | $220.2K | 0.01% | +31+7.1% | Added |
| Berry Wealth Group, LP | 463 | $219.4K | 0.16% | +53+12.9% | Added |
| Tritonpoint Wealth, LLC | 462 | $218.9K | 0.02% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 461 | $218.9K | 0.02% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 455 | $215.6K | 0.00% | +17+3.9% | Added |
| Oarsman Capital, Inc. | 453 | $214.7K | 0.04% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 452 | $212.0K | 0.08% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 445 | $210.9K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 444 | $210.5K | 0.02% | −117−20.9% | Reduced |
| Fundamentun, LLC | 443 | $209.9K | 0.01% | +2+0.5% | Added |
| ISAM Funds (UK) Ltd | 439 | $208.0K | 0.15% | −728−62.4% | Reduced |
| Fund 1 Investments, LLC | 438 | $207.6K | 0.03% | +438 | New |
| Baldwin Brothers Inc | 431 | $204.2K | 0.01% | −44−9.3% | Reduced |
| Bridgefront Capital, LLC | 429 | $203.3K | 0.07% | +429 | New |
| Rodgers Brothers Inc. | 426 | $201.9K | 0.03% | −7−1.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 423 | $200.5K | 0.08% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 423 | $200.5K | 0.02% | +12+2.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 423 | $200.0K | 0.00% | +423 | New |
| HM Payson & Co | 410 | $194.3K | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 400 | $189.6K | 0.15% | +400 | New |
| IFP Advisors, Inc | 390 | $188.0K | 0.01% | −142−26.7% | Reduced |
| Colonial Trust Co | 394 | $186.7K | 0.03% | −5−1.3% | Reduced |
| Principal Securities, Inc. | 373 | $176.8K | 0.00% | +24+6.9% | Added |
| Cullen/Frost Bankers, Inc. | 373 | $176.8K | 0.00% | +43+13.0% | Added |
| Ossiam | 369 | $174.9K | 0.00% | −110−23.0% | Reduced |
| SG Americas Securities, LLC | 362 | $172.0K | 0.00% | −211−36.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 356 | $168.7K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 353 | $168.0K | 0.11% | +17+5.1% | Added |
| Bessemer Group Inc | 341 | $162.0K | 0.00% | +26+8.3% | Added |
| Hilltop National Bank | 321 | $152.1K | 0.05% | −27−7.8% | Reduced |
| Central Trust Co | 315 | $149.3K | 0.00% | 00.0% | Unchanged |
| Endeavor Private Wealth, Inc. | 313 | $148.3K | 0.14% | +313 | New |
| Glen Eagle Advisors, LLC | 301 | $142.9K | 0.02% | −49−14.0% | Reduced |
| Y.D. More Investments Ltd | 300 | $142.2K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 300 | $142.1K | 0.03% | +300 | New |
| Evermay Wealth Management LLC | 295 | $139.8K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 272 | $137.4K | 0.00% | +10+3.8% | Added |
| Mather Group, LLC. | 278 | $131.7K | 0.00% | +19+7.3% | Added |
| Eagle Bay Advisors LLC | 276 | $130.6K | 0.08% | −39−12.4% | Reduced |
| Ronald Blue Trust, Inc. | 271 | $128.4K | 0.00% | −256−48.6% | Reduced |
| Natixis | 264 | $125.1K | 0.00% | +264 | New |
| SRS Capital Advisors, Inc. | 256 | $121.1K | 0.01% | +133+108.1% | Added |
| Ostrum Asset Management | 242 | $114.7K | 0.01% | −8−3.2% | Reduced |
| Cove Street Capital, LLC | 240 | $113.7K | 0.13% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 235 | $111.4K | 0.00% | −14−5.6% | Reduced |
| Bayforest Capital Ltd | 235 | $111.4K | 0.14% | +235 | New |
| Continuum Advisory, LLC | 228 | $108.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 222 | $105.2K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 216 | $102.4K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 212 | $100.5K | 0.00% | +88+71.0% | Added |
| Mascoma Wealth Management LLC | 205 | $97.1K | 0.02% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 200 | $94.8K | 0.00% | +200 | New |
| Whittier Trust Co | 198 | $93.8K | 0.00% | −14−6.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 195 | $92.4K | 0.00% | −1−0.5% | Reduced |
| R Squared Ltd | 190 | $90.0K | 0.09% | +190 | New |
| Headlands Technologies LLC | 189 | $89.6K | 0.01% | −232−55.1% | Reduced |
| Richardson Financial Services Inc. | 185 | $87.8K | 0.06% | −40−17.8% | Reduced |
| Financial Network Wealth Advisors LLC | 156 | $73.9K | 0.14% | −215−58.0% | Reduced |
| MCF Advisors LLC | 150 | $71.2K | 0.00% | +35+30.4% | Added |
| Private Trust Co NA | 150 | $71.1K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 151 | $70.8K | 0.02% | +151 | New |