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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2024: 822 institutions
Q1 2021: 464 institutionsQ2 2021: 475 institutionsQ3 2021: 478 institutionsQ4 2021: 521 institutionsQ1 2022: 495 institutionsQ2 2022: 516 institutionsQ3 2022: 538 institutionsQ4 2022: 568 institutionsQ1 2023: 615 institutionsQ2 2023: 677 institutionsQ3 2023: 683 institutionsQ4 2023: 727 institutionsQ1 2024: 746 institutionsQ2 2024: 778 institutionsQ3 2024: 789 institutionsQ4 2024: 822 institutionsQ1 2025: 840 institutionsQ2 2025: 807 institutionsQ3 2025: 780 institutionsQ4 2025: 768 institutionsQ1 2026: 772 institutionsQ2 2026: 787 institutions
Value heldQ4 2024: $16.8B
Q1 2021: $8.06BQ2 2021: $8.80BQ3 2021: $8.12BQ4 2021: $9.61BQ1 2022: $9.46BQ2 2022: $7.74BQ3 2022: $8.59BQ4 2022: $8.51BQ1 2023: $11.0BQ2 2023: $13.5BQ3 2023: $13.7BQ4 2023: $15.3BQ1 2024: $15.6BQ2 2024: $16.7BQ3 2024: $17.4BQ4 2024: $16.8BQ1 2025: $17.9BQ2 2025: $15.3BQ3 2025: $14.6BQ4 2025: $12.6BQ1 2026: $13.9BQ2 2026: $15.7B
Institutions holding WSO and their total value by quarter
QuarterHoldersValue
Q2 2026787$15.7B
Q1 2026772$13.9B
Q4 2025768$12.6B
Q3 2025780$14.6B
Q2 2025807$15.3B
Q1 2025840$17.9B
Q4 2024822$16.8B
Q3 2024789$17.4B
Q2 2024778$16.7B
Q1 2024746$15.6B
Q4 2023727$15.3B
Q3 2023683$13.7B
Q2 2023677$13.5B
Q1 2023615$11.0B
Q4 2022568$8.51B
Q3 2022538$8.59B
Q2 2022516$7.74B
Q1 2022495$9.46B
Q4 2021521$9.61B
Q3 2021478$8.12B
Q2 2021475$8.80B
Q1 2021464$8.06B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q3 2024.

Institutions holding WSO in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Tortoise Investment Management, LLC148$70.1K0.01%+64+76.2%Added
Creative Financial Designs Inc145$68.7K0.01%00.0%Unchanged
Smartleaf Asset Management LLC130$61.8K0.01%+15+13.0%Added
Resources Management Corp125$59.0K0.01%−5−3.8%Reduced
LGT Financial Advisors LLC123$58.2K0.13%00.0%Unchanged
Skopos Labs, Inc.114$53.7K0.02%+16+16.3%Added
Laurel Wealth Advisors LLC111$52.6K0.01%00.0%Unchanged
Golden State Wealth Management, LLC106$50.2K0.01%+106New
Quest Partners LLC103$48.8K0.01%−146−58.6%Reduced
Atala Financial Inc103$48.8K0.03%+103New
Hexagon Capital Partners LLC102$48.3K0.01%+99+3,300.0%Added
Rise Advisors, LLC90$42.4K0.02%+1+1.1%Added
Ransom Advisory, Ltd88$41.7K0.02%00.0%Unchanged
Lindbrook Capital, LLC84$39.8K0.00%−12−12.5%Reduced
Wingate Wealth Advisors, Inc.76$36.0K0.04%+76New
Hartford Financial Management Inc.65$30.8K0.01%−4−5.8%Reduced
Armstrong Advisory Group, Inc65$30.8K0.00%00.0%Unchanged
Rialto Wealth Management, LLC65$30.8K0.01%+65New
West Branch Capital LLC63$29.9K0.01%00.0%Unchanged
WPG Advisers, LLC60$28.4K0.03%+60New
Hall Laurie J Trustee60$28.0K0.01%00.0%Unchanged
First PREMIER Bank59$28.0K0.01%00.0%Unchanged
UMA Financial Services, Inc.56$26.5K0.00%+56New
Bogart Wealth, LLC54$25.6K0.00%+4+8.0%Added
Harbour Investments, Inc.52$24.6K0.00%−1−1.9%Reduced
Broadwater Capital Management LLC50$23.7K0.02%−10−16.7%Reduced
PSI Advisors, LLC50$23.7K0.01%00.0%Unchanged
Global Financial Private Client, LLC49$23.2K0.01%+2+4.3%Added
North Star Investment Management Corp.47$22.3K0.00%+47New
JFS Wealth Advisors, LLC46$21.8K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC44$21.1K0.01%00.0%Unchanged
Manchester Capital Management LLC43$20.4K0.00%+11+34.4%Added
Solstein Capital, LLC42$19.9K0.01%00.0%Unchanged
Contravisory Investment Management, Inc.41$19.4K0.00%00.0%Unchanged
Aventura Private Wealth, LLC40$19.1K0.01%+40New
Legacy Bridge, LLC40$19.0K0.01%00.0%Unchanged
McIlrath & Eck, LLC40$19.0K0.00%00.0%Unchanged
Aster Capital Management (DIFC) Ltd40$19.0K0.01%+40New
Legacy Investment Solutions, LLC40$18.6K0.01%00.0%Unchanged
Legacy Wealth Managment, LLC40$18.6K0.01%00.0%Unchanged
Bryn Mawr Trust Co39$18.5K0.00%00.0%Unchanged
Transce3nd, LLC38$18.0K0.01%+38New
FSA Wealth Management LLC38$18.0K0.01%00.0%Unchanged
Parvin Asset Management, LLC37$17.5K0.02%+37New
Spire Wealth Management35$16.8K0.00%+15+75.0%Added
Main Street Group, LTD35$16.6K0.01%00.0%Unchanged
Rosenberg Matthew Hamilton35$16.6K0.00%00.0%Unchanged
WR Wealth Planners, LLC35$16.6K0.01%00.0%Unchanged
MPWM Advisory Solutions, LLC34$16.1K0.01%+34New
GoalVest Advisory LLC33$15.6K0.00%−51−60.7%Reduced
Meeder Asset Management Inc32$15.2K0.00%+23+255.6%Added
Quest 10 Wealth Builders, Inc.32$15.2K0.02%+32New
Hemington Wealth Management33$15.0K0.00%+8+32.0%Added
CVA Family Office, LLC30$14.2K0.00%+1+3.4%Added
Winch Advisory Services, LLC29$13.7K0.00%+29New
IMG Wealth Management, Inc.29$13.7K0.01%+29New
Coppell Advisory Solutions LLC26$12.3K0.00%+11+73.3%Added
Bell Investment Advisors, Inc26$12.3K0.00%00.0%Unchanged
TCTC Holdings, LLC26$12.3K0.00%+26New
Criterion Capital Advisors, LLC26$12.0K0.01%00.0%Unchanged
Fortitude Family Office, LLC25$11.8K0.00%00.0%Unchanged
Kestra Investment Management, LLC25$11.8K0.00%+25New
Private Wealth Management Group, LLC24$11.4K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.21$9.96K0.00%00.0%Unchanged
Ancora Advisors, LLC21$9.95K0.00%00.0%Unchanged
AdvisorNet Financial, Inc20$9.48K0.00%−1−4.8%Reduced
St Germain D J Co Inc20$9.48K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC20$9.48K0.00%00.0%Unchanged
South State Corp.20$9.48K0.00%+20New
Versant Capital Management, Inc19$9.00K0.00%−61−76.3%Reduced
Smithfield Trust Co20$9.00K0.00%00.0%Unchanged
Financial Life Planners18$8.65K0.01%+18New
Mowery & Schoenfeld Wealth Management, LLC18$8.53K0.02%00.0%Unchanged
Plante Moran Financial Advisors, LLC17$8.06K0.00%+16+1,600.0%Added
Strengthening Families & Communities, LLC16$8.00K0.00%−315−95.2%Reduced
New Wave Wealth Advisors LLC16$7.58K0.00%+16New
Oliver Lagore Vanvalin Investment Group15$7.11K0.00%00.0%Unchanged
Pingora Partners LLC15$7.11K0.00%00.0%Unchanged
TD Capital Management LLC14$6.67K0.00%+14New
ESL Trust Services, LLC14$6.63K0.00%00.0%Unchanged
Mendota Financial Group, LLC13$6.16K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc13$6.16K0.00%00.0%Unchanged
Pathway Financial Advisers, LLC13$5.77K0.00%+1+8.3%Added
Sunbelt Securities, Inc.12$5.70K0.00%00.0%Unchanged
High Note Wealth, LLC12$5.69K0.00%+12New
Addison Advisors LLC11$5.21K0.00%00.0%Unchanged
Westside Investment Management, Inc.11$5.21K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC10$4.74K0.00%00.0%Unchanged
Park Square Financial Group, LLC10$4.74K0.00%+10New
Copia Wealth Management8$3.79K0.00%+8New
Raleigh Capital Management Inc.7$3.39K0.00%+7New
Riggs Asset Managment Co. Inc.7$3.32K0.00%00.0%Unchanged
Tucker Asset Management LLC7$3.32K0.00%00.0%Unchanged
Logan Capital Management Inc6$2.86K0.00%+6New
SJS Investment Consulting Inc.6$2.84K0.00%−2−25.0%Reduced
DiNuzzo Private Wealth, Inc.6$2.84K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC6$2.84K0.00%+6New
Orion Capital Management LLC5$2.37K0.00%+5New
Missouri Trust & Investment Co5$2.37K0.00%+5New
Crewe Advisors LLC4$1.90K0.00%00.0%Unchanged