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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
Bruce G. Allen Investments, LLC4$1.90K0.00%00.0%Unchanged
Sachetta, LLC4$1.90K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC4$1.90K0.00%+4New
Painted Porch Advisors LLC4$1.90K0.00%+4New
True Wealth Design, LLC3$1.42K0.00%00.0%Unchanged
Financial Management Professionals, Inc.3$1.42K0.00%00.0%Unchanged
Quent Capital, LLC2$1.00K0.00%−3−60.0%Reduced
Longfellow Investment Management Co LLC2$9480.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.2$9480.00%00.0%Unchanged
Raffa Wealth Management, LLC2$9480.00%00.0%Unchanged
Key Financial Inc2$9480.00%00.0%Unchanged
Valued Wealth Advisors LLC2$9480.00%00.0%Unchanged
HHM Wealth Advisors, LLC2$9480.00%+2New
Millstone Evans Group, LLC2$9480.00%+2New
NBC Securities, Inc.1$6140.06%−1,297−99.9%Reduced
Riverview Trust Co1$4740.00%00.0%Unchanged
TFC Financial Management1$4740.00%00.0%Unchanged
NewSquare Capital LLC1$4740.00%+1New
SBI Securities Co., Ltd.1$4740.00%+1New
Parkworth Wealth Management, Inc.1$4740.00%+1New
Principia Wealth Advisory, LLC1$4740.00%+1New
Capital A Wealth Management, LLC1$4740.00%+1New
Qube Research & Technologies Ltd0$00.00%−73,843−100.0%Sold out
Bornite Capital Management LP0$00.00%−35,000−100.0%Sold out
Woodline Partners LP0$00.00%−18,417−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−15,542−100.0%Sold out
Kingdon Capital Management, L.L.C.0$00.00%−15,000−100.0%Sold out
Trexquant Investment LP0$00.00%−11,415−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−6,000−100.0%Sold out
Scopus Asset Management, L.P.0$00.00%−5,975−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−5,317−100.0%Sold out
Greenland Capital Management LP0$00.00%−5,165−100.0%Sold out
Caisse de Depot Et Placement du Quebec0$00.00%−4,493−100.0%Sold out
Weiss Asset Management LP0$00.00%−4,199−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−3,823−100.0%Sold out
Centiva Capital, LP0$00.00%−3,445−100.0%Sold out
Deerfield Management Company, L.P. (Series C)0$00.00%−3,401−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−3,270−100.0%Sold out
Redwood Investment Management, LLC0$00.00%−3,104−100.0%Sold out
B.O.S.S. Retirement Advisors, LLC0$00.00%−2,917−100.0%Sold out
Americana Partners, LLC0$00.00%−2,889−100.0%Sold out
Seven Eight Capital, LP0$00.00%−2,298−100.0%Sold out
nVerses Capital, LLC0$00.00%−1,900−100.0%Sold out
Veriti Management LLC0$00.00%−1,888−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−1,439−100.0%Sold out
Donoghue Forlines LLC0$00.00%−1,410−100.0%Sold out
Twinbeech Capital LP0$00.00%−1,323−100.0%Sold out
Investment Management Corp of Ontario0$00.00%−1,101−100.0%Sold out
Axq Capital, LP0$00.00%−1,040−100.0%Sold out
Virtu Financial LLC0$00.00%−939−100.0%Sold out
Advisory Research Inc0$00.00%−906−100.0%Sold out
Andra AP-fonden0$00.00%−900−100.0%Sold out
Alpha DNA Investment Management LLC0$00.00%−892−100.0%Sold out
iA Global Asset Management Inc.0$00.00%−845−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−840−100.0%Sold out
Impact Partnership Wealth, LLC0$00.00%−807−100.0%Sold out
Scientech Research LLC0$00.00%−766−100.0%Sold out
Ieq Capital, LLC0$00.00%−749−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−743−100.0%Sold out
Abn Amro Investment Solutions0$00.00%−728−100.0%Sold out
MQS Management LLC0$00.00%−699−100.0%Sold out
Fiduciary Family Office, LLC0$00.00%−611−100.0%Sold out
Krane Funds Advisors LLC0$00.00%−608−100.0%Sold out
Summit Trail Advisors, LLC0$00.00%−572−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−513−100.0%Sold out
Keebeck Alpha, LP0$00.00%−513−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−490−100.0%Sold out
Diversify Advisory Services, LLC0$00.00%−494−100.0%Sold out
IHT Wealth Management, LLC0$00.00%−458−100.0%Sold out
Scotia Capital Inc.0$00.00%−445−100.0%Sold out
Blue Fin Capital, Inc.0$00.00%−422−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−422−100.0%Sold out
AlphaStar Capital Management, LLC0$00.00%−414−100.0%Sold out
Lazard Asset Management LLC0$00.00%−245−100.0%Sold out
Cedar Wealth Management, LLC0$00.00%−230−100.0%Sold out
Flaharty Asset Management, LLC0$00.00%−100−100.0%Sold out
Quarry LP0$00.00%−90−100.0%Sold out
Ashton Thomas Securities, LLC0$00.00%−87−100.0%Sold out
Beacon Capital Management, LLC0$00.00%−34−100.0%Sold out
Godsey & Gibb Associates0$00.00%−24−100.0%Sold out
Aspire Private Capital, LLC0$00.00%−18−100.0%Sold out
Pacific Capital Wealth Advisors, Inc0$00.00%−18−100.0%Sold out
Motco0$00.00%−16−100.0%Sold out
Salem Investment Counselors Inc0$00.00%−4−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−3−100.0%Sold out
Claris Advisors, LLC0$00.00%−2−100.0%Sold out
Avion Wealth0$00.00%−1−100.0%Sold out
Raymond James & Associates––––Not filed
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed
Raymond James Trust N.A.––––Not filed
PEAK6 Investments LLC––––Not filed
Prio Wealth Limited Partnership––––Not filed
Rakuten Investment Management, Inc.––––Not filed
Northwest Investment Counselors, LLC––––Not filed
Peterson Financial Group, Inc.––––Not filed
Annapolis Financial Services, LLC––––Not filed