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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

Q1 2025 vs. Q4 2024

How the institutions holding Watsco Inc changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of WSO: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders82213840+31
Shares35.3M535.7K35.3M+501.7K (+1.4%)
Value$16.8B$253.8M$17.9B+$1.44B (+8.7%)

13 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (93)

Institutions that held Watsco Inc at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to WSO in Q1 2025
InstitutionSharesValue% of portfolio
Jacobs Levy Equity Management, Inc107,290$54.5M0.22%
Nuveen, LLC81,089$41.2M0.01%
Caisse de Depot Et Placement du Quebec24,755$12.6M0.03%
Scopus Asset Management, L.P.15,718$7.99M0.29%
Nicholas Company, Inc.11,373$5.78M0.10%
Universal- Beteiligungs- und Servicegesellschaft mbH9,270$4.71M0.01%
Algert Global LLC7,130$3.62M0.09%
Trexquant Investment LP5,868$2.98M0.03%
Generali Asset Management SPA SGR5,787$2.94M0.07%
Teacher Retirement System of Texas5,092$2.59M0.01%
OP Asset Management Ltd3,890$1.98M0.03%
HRT Financial LP3,577$1.82M0.01%
SummitTX Capital, L.P.3,063$1.56M0.07%
AG2R la Mondiale Gestion D'Actifs2,871$1.27M0.07%
United Services Automobile Association2,244$1.13M0.03%
Occudo Quantitative Strategies LP2,135$1.07M0.14%
Tounjian Advisory Partners, LLC1,980$1.01M0.19%
Harvest Investment Services, LLC1,589$807.7K0.23%
Andra AP-fonden1,580$803.1K0.01%
Sumitomo Life Insurance Co1,353$687.7K0.02%
LGT Fund Management Co Ltd.1,350$686.2K0.06%
Fieldview Capital Management, LLC1,118$568.3K0.08%
Alamea Verwaltungs GmbH1,045$531.2K0.46%
Investment Management Corp of Ontario1,001$508.8K0.01%
Fox Run Management, L.L.C.971$493.6K0.08%
Rakuten Investment Management, Inc.961$482.3K0.00%
Quantitative Investment Management, LLC926$470.0K0.04%
PAX Financial Group, LLC921$468.3K0.08%
Maven Securities LTD900$457.5K0.10%
Ballentine Partners, LLC810$411.7K0.01%
Somerville Kurt F800$406.6K0.07%
Yarbrough Capital, LLC716$363.9K0.02%
ASR Vermogensbeheer N.V.686$348.7K0.01%
Perbak Capital Partners LLP626$318.2K0.24%
Stevens Capital Management LP619$315.0K0.08%
Highland Capital Management, LLC554$281.6K0.02%
Fiduciary Family Office, LLC551$280.1K0.09%
Resources Investment Advisors, LLC.523$265.9K0.00%
VestGen Advisors, LLC518$263.3K0.01%
Curat Global, LLC460$233.8K0.29%
HBK Sorce Advisory LLC458$232.6K0.01%
Integrity Alliance, LLC.446$226.9K0.01%
Berkshire Asset Management LLC472$221.4K0.01%
Fullcircle Wealth LLC470$214.2K0.09%
Scotia Capital Inc.420$213.5K0.00%
Diversify Advisory Services, LLC467$212.8K0.01%
Longboard Asset Management, LP405$205.9K0.60%
Equitable Holdings, Inc.402$204.3K0.00%
ICONIQ Capital, LLC401$203.8K0.00%
Penobscot Investment Management Company, Inc.400$203.3K0.02%
Ellis Investment Partners, LLC399$202.8K0.04%
Sargent Investment Group, LLC398$202.3K0.03%
North Capital, Inc.255$129.6K0.12%
Caitong International Asset Management Co., Ltd229$116.4K0.09%
N.E.W. Advisory Services LLC160$81.3K0.01%
Flaharty Asset Management, LLC100$50.8K0.01%
FNY Investment Advisers, LLC100$50.0K0.03%
Optiver Holding B.V.90$45.7K0.00%
Rossby Financial, LCC64$29.2K0.01%
City Holding Co57$29.0K0.00%
Manitou Investment Management Ltd.50$25.4K0.00%
Opal Wealth Advisors, LLC49$24.9K0.01%
Bares Capital Management, Inc.33$16.8K0.00%
Central Pacific Bank - Trust Division33$16.8K0.00%
DAGCO, Inc.31$15.8K0.01%
Atlantic Trust, LLC23$11.7K0.00%
ORG Partners LLC22$11.3K0.00%
Greykasell Wealth Strategies, Inc.18$9.15K0.00%
Private Wealth Asset Management, LLC17$8.64K0.00%
Saudi Central Bank14$7.12K0.04%
Wolff Wiese Magana LLC11$5.59K0.00%
Grove Bank & Trust11$5.59K0.00%
Sierra Ocean, LLC9$4.58K0.00%
Hughes Financial Services, LLC8$4.09K0.00%
Hantz Financial Services, Inc.8$4.00K0.00%
Barnes Dennig Private Wealth Management LLC7$3.56K0.01%
Brown, Lisle/Cummings, Inc.5$2.54K0.00%
First Pacific Financial5$2.54K0.00%
First United Bank Trust4$2.03K0.00%
Activest Wealth Management3$1.52K0.00%
Greenline Partners, LLC2$1.02K0.00%
Cromwell Holdings LLC2$1.02K0.00%
Wealth Preservation Advisors, LLC2$1.02K0.00%
Bare Financial Services, Inc2$1.02K0.00%
Bernard Wealth Management Corp.2$1.02K0.00%
Halbert Hargrove Global Advisors, LLC1$5090.00%
HFM Investment Advisors, LLC1$5090.00%
Rothschild Investment LLC1$5080.00%
Perkins Coie Trust Co1$5080.00%
Bay Harbor Wealth Management, LLC1$5080.00%
Stonebridge Financial Group, LLC1$5080.00%
Horizon Investments, LLC1$5050.00%
Avion Wealth2$00.00%

Sold out (62)

Institutions that held Watsco Inc at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of WSO in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Balyasny Asset Management LLC110,752$52.5M
Formuepleje A/S65,618$31.1M
Janney Montgomery Scott LLC22,044$10.4M
Westfield Capital Management Co LP22,016$10.4M
Edgestream Partners, L.P.12,915$6.12M
Pinebridge Investments, L.P.8,955$4.24M
Crestline Management, LP8,709$4.13M
Zurich Insurance Group Ltd8,517$4.04M
Employees Retirement System of Texas5,718$2.71M
Landscape Capital Management, L.L.C.5,534$2.62M
TrueMark Investments, LLC5,231$2.48M
Pacer Advisors, Inc.5,111$2.42M
Exchange Traded Concepts, LLC5,093$2.41M
AIA Group Ltd4,979$2.36M
Nomura Holdings Inc4,622$2.19M
Northwest & Ethical Investments L.P.4,552$2.16M
First Hawaiian Bank4,435$2.10M
Wolverine Asset Management LLC4,200$1.99M
Fiducient Advisors LLC3,873$1.84M
Susquehanna International Group, LLP3,288$1.56M
Campbell Capital Management Inc3,200$1.52M
FORA Capital, LLC3,170$1.50M
Catalyst Funds Management Pty Ltd2,100$995.2K
Benchmark Financial Wealth Advisors, LLC1,919$909.4K
Park Avenue Securities LLC1,594$755.0K
Frank, Rimerman Advisors LLC1,426$675.8K
Tyche Wealth Partners LLC1,301$616.5K
Dynamic Technology Lab Private Ltd990$469.0K
Proequities, Inc.749$380.7K
World Equity Group, Inc.738$350.2K
EntryPoint Capital, LLC680$322.2K
Bleakley Financial Group, LLC674$319.4K
Gsa Capital Partners LLP633$300.0K
Raiffeisen Bank International AG603$286.3K
Nixon Peabody Trust Co600$284.3K
GTS Securities LLC557$264.0K
CAPROCK Group, Inc.526$249.3K
Green Harvest Asset Management LLC516$244.5K
Northern Oak Wealth Management Inc495$234.6K
Robertson Stephens Wealth Management, LLC489$231.7K
Fund 1 Investments, LLC438$207.6K
Eagle Bay Advisors LLC276$130.6K
Natixis264$125.1K
R Squared Ltd190$90.0K
Headlands Technologies LLC189$89.6K
VisionPoint Advisory Group, LLC151$70.8K
Tortoise Investment Management, LLC148$70.1K
Wingate Wealth Advisors, Inc.76$36.0K
Hall Laurie J Trustee60$28.0K
Coppell Advisory Solutions LLC26$12.3K
Financial Life Planners18$8.65K
Plante Moran Financial Advisors, LLC17$8.06K
New Wave Wealth Advisors LLC16$7.58K
Mendota Financial Group, LLC13$6.16K
Pathway Financial Advisers, LLC13$5.77K
FSC Wealth Advisors, LLC10$4.74K
Raleigh Capital Management Inc.7$3.39K
Tucker Asset Management LLC7$3.32K
Annis Gardner Whiting Capital Advisors, LLC6$2.84K
Painted Porch Advisors LLC4$1.90K
BOK Financial Private Wealth, Inc.2$948
Riverview Trust Co1$474

Not filed for Q1 2025 yet (13)

Institutions that held Watsco Inc at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WSO in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Boston Financial Mangement LLC342,412$162.3M
Swedbank AB103,831$49.2M
Nuveen Asset Management, LLC83,561$39.6M
Lake Street Advisors Group, LLC3,011$1.43M
TrinityPoint Wealth, LLC2,143$1.02M
Hilltop National Bank321$152.1K
Global Retirement Partners, LLC212$100.5K
RE Dickinson Investment Advisors, LLC44$21.1K
Legacy Investment Solutions, LLC40$18.6K
WR Wealth Planners, LLC35$16.6K
Criterion Capital Advisors, LLC26$12.0K
Oliver Lagore Vanvalin Investment Group15$7.11K
Cassady Schiller Wealth Management, LLC4$1.90K