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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

Q1 2023 vs. Q4 2022

How the institutions holding Watsco Inc changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of WSO: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders5686615+53
Shares34.2M27.3K34.6M+438.1K (+1.3%)
Value$8.51B$7.29M$11.0B+$2.48B (+29.2%)

6 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (102)

Institutions that held Watsco Inc at the end of Q1 2023 but not at the end of Q4 2022.

Showing the largest 100 of 102 by value.

Institutions new to WSO in Q1 2023
InstitutionSharesValue% of portfolio
Hamlin Capital Management, LLC203,035$64.6M2.25%
Westfield Capital Management Co LP157,199$50.0M0.35%
TimesSquare Capital Management, LLC125,280$39.9M0.58%
HRT Financial LP60,462$19.2M0.23%
Sandler Capital Management49,555$15.8M2.59%
Point72 Asset Management, L.P.40,012$12.7M0.05%
Dudley & Shanley, Inc.25,490$8.11M1.56%
Woodline Partners LP18,529$5.90M0.08%
Orion Portfolio Solutions, LLC12,380$3.94M0.05%
Jefferies Financial Group Inc.12,107$3.85M0.08%
Northern Oak Wealth Management Inc11,053$3.52M0.42%
Alerus Financial NA9,636$3.07M0.27%
HSBC Holdings PLC8,325$2.64M0.00%
Ergoteles LLC7,868$2.50M0.10%
Marsico Capital Management LLC7,720$2.46M0.11%
D.A. Davidson & Co.7,152$2.28M0.03%
LMR Partners LLP6,653$2.12M0.05%
World Equity Group, Inc.17,040$1.85M0.32%
Two Sigma Advisers, LP5,800$1.85M0.00%
Sowell Financial Services LLC5,179$1.65M0.13%
Covea Finance3,800$1.21M0.07%
CM Wealth Advisors LLC3,416$1.16M0.22%
Intrepid Capital Management Inc3,521$1.12M0.97%
Centiva Capital, LP3,227$1.03M0.06%
San Luis Wealth Advisors LLC2,854$908.0K0.35%
Symmetry Investments LP2,800$890.8K0.43%
Campbell & CO Investment Adviser LLC2,617$832.6K0.16%
Kula Investments, LLC2,532$805.6K0.20%
Northeast Financial Consultants Inc2,500$795.4K0.05%
Atlas Private Wealth Management2,487$791.2K0.48%
Landscape Capital Management, L.L.C.2,374$755.3K0.10%
CTC Capital Management, LLC2,300$731.8K1.53%
Bridgefront Capital, LLC1,813$576.8K0.35%
Procyon Private Wealth Partners, LLC1,806$574.6K0.10%
XTX Topco Ltd1,792$570.1K0.12%
Icon Wealth Partners, LLC1,602$509.5K0.06%
Perfromance Wealth Partners, LLC1,465$466.1K0.02%
Bank of Nova Scotia1,433$455.9K0.00%
Americana Partners, LLC1,327$422.4K0.07%
Atria Wealth Solutions, Inc.1,292$411.0K0.01%
Wakefield Asset Management LLLP1,227$390.4K0.16%
Saturna Capital CORP1,188$378.0K0.01%
Diametric Capital, LP1,113$354.1K0.17%
Weiss Multi-Strategy Advisers LLC1,050$334.0K0.01%
Axq Capital, LP1,046$332.8K0.13%
Williams Jones Wealth Management, LLC.1,016$323.3K0.01%
Confluence Wealth Services, Inc.951$302.6K0.07%
Maverick Capital LtdSuperinvestorMaverick Capital870$276.8K0.01%
StoneX Group Inc.866$275.4K0.03%
CIBC Private Wealth Group, LLC847$269.5K0.00%
Toroso Investments, LLC816$260.0K0.01%
Levin Capital Strategies, L.P.800$254.5K0.03%
Arkadios Wealth Advisors790$251.3K0.03%
Brookfield Asset Management Inc.787$250.4K0.00%
Lincoln National Corp777$247.3K0.01%
Oak Thistle LLC759$241.5K0.14%
Dorsey & Whitney Trust CO LLC756$240.5K0.02%
Axxcess Wealth Management, LLC741$235.8K0.02%
Checchi Capital Advisers, LLC734$233.5K0.02%
David Loasby768$231.8K0.03%
Palogic Value Management, L.P.726$231.0K0.11%
Taylor Hoffman Wealth Management724$230.3K0.13%
Boothbay Fund Management, LLC715$227.5K0.01%
Triad Investment Management714$227.2K0.33%
Intrust Bank NA704$224.0K0.03%
Affinity Investment Advisors, LLC700$222.7K0.12%
Wealth Management Solutions, LLC682$217.1K0.12%
Brainard Capital Management LLC678$215.7K0.17%
Woodstock Corp675$214.8K0.03%
Private Advisor Group, LLC668$212.7K0.00%
Jag Capital Management, LLC667$212.2K0.03%
Pathstone Family Office, LLC665$211.6K0.00%
MAI Capital Management652$207.4K0.00%
River Wealth Advisors LLC647$205.8K0.04%
InterOcean Capital Group, LLC636$202.3K0.01%
Heartwood Wealth Advisors LLC635$202.0K0.03%
Tradition Wealth Management, LLC551$175.0K0.02%
International Assets Investment Management, LLC515$163.9K0.02%
Compagnie Lombard Odier SCmA500$159.1K0.00%
Trivant Custom Portfolio Group, LLC442$140.6K0.10%
Trust Co of Vermont298$94.8K0.01%
Meeder Asset Management Inc177$56.3K0.00%
BDO Wealth Advisors, LLC150$47.7K0.01%
WealthPlan Investment Management, LLC122$38.8K0.01%
Acadian Asset Management LLC120$38.0K0.00%
Venturi Wealth Management, LLC67$21.3K0.00%
1832 Asset Management L.P.58$18.5K0.00%
Hallmark Capital Management Inc44$14.0K0.00%
Ameritas Advisory Services, LLC38$12.7K0.00%
WR Wealth Planners, LLC37$11.8K0.01%
Bogart Wealth, LLC36$11.5K0.00%
Assetmark, Inc29$9.23K0.00%
Sound Income Strategies, LLC29$9.23K0.00%
Milestone Investment Advisors LLC28$8.91K0.00%
Carmichael Hill & Associates, Inc.23$7.32K0.00%
Creative Financial Designs Inc17$5.41K0.00%
Bangor Savings Bank15$4.77K0.00%
Sunbelt Securities, Inc.12$3.78K0.00%
Clearstead Advisors, LLC10$3.18K0.00%
Gradient Investments LLC5$1.59K0.00%

Sold out (49)

Institutions that held Watsco Inc at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of WSO in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Adage Capital Partners GP, L.L.C.30,068$7.50M
LRT Capital Management, LLC16,443$4.10M
Edgestream Partners, L.P.15,135$3.77M
Tudor Investment Corp Et Al11,683$2.91M
Aquatic Capital Management LLC10,900$2.72M
Aptus Capital Advisors, LLC10,663$2.66M
Trexquant Investment LP8,979$2.24M
Quantbot Technologies LP8,031$2.00M
Echo Street Capital Management LLC7,110$1.77M
Pacer Advisors, Inc.6,370$1.59M
Alberta Investment Management Corp4,800$1.20M
Magnetar Financial LLC4,248$1.06M
Capital Investment Advisory Services, LLC3,485$869.2K
Autumn Glory Partners, LLC3,471$865.7K
Y-Intercept (Hong Kong) Ltd2,694$671.9K
Winton Group Ltd2,627$655.2K
Inceptionr LLC2,108$525.7K
Engineers Gate Manager LP1,882$469.4K
Point72 Middle East FZE1,642$409.5K
Blueshift Asset Management, LLC1,584$395.1K
Healthcare of Ontario Pension Plan Trust Fund1,134$282.8K
BHK Investment Advisors, LLC1,050$261.9K
Two Sigma Securities, LLC1,023$255.1K
Premier Asset Management LLC989$246.7K
Mirabella Financial Services LLP987$246.2K
MQS Management LLC915$228.2K
Canada Pension Plan Investment Board725$180.8K
Itau Unibanco Holding S.A.469$118.4K
Balyasny Asset Management LLC293$73.1K
Coppell Advisory Solutions LLC292$72.8K
Coppell Advisory Solutions Corp.292$72.8K
Zullo Investment Group, Inc.213$53.1K
Leonteq Securities AG200$49.9K
Comerica Securities,inc.170$42.4K
Resurgent Financial Advisors LLC156$38.9K
U.S. Capital Wealth Advisors, LLC137$34.2K
High Net Worth Advisory Group LLC100$24.9K
Accurate Wealth Management, LLC41$11.1K
MBM Wealth Consultants, LLC22$6.00K
Arete Wealth Advisors, LLC20,000$3.49K
Money Concepts Capital Corp12$2.99K
Quarry LP11$2.74K
Truvestments Capital LLC9$2.25K
Loomis Sayles & Co L P7$2.00K
Jones Financial Companies LLLP8$2.00K
Sierra Capital LLC10$2.00K
Beaird Harris Wealth Management, LLC8$2.00K
New Millennium Group LLC5$1.25K
McElhenny Sheffield Capital Management, LLC3$748

Not filed for Q1 2023 yet (6)

Institutions that held Watsco Inc at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WSO in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Comerica Bank20,049$5.48M
Heritage Wealth Management, LLC2,945$734.4K
CoreCap Advisors, LLC2,500$623.6K
Icon Wealth Advisors, LLC1,707$425.7K
Sargent Bickham Lagudis LLC115$28.7K
Cornerstone Planning Group LLC4$1.05K