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, Q1 2023
Institutional positions in Watsco Inc as of Mar 31, 2023. 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
- 615
- +53 vs. Q4 2022
- Shares held
- 34.6M
- +438.1K (+1.3%) vs. Q4 2022
- Total value
- $11.0B
- +$2.48B (+29.2%) vs. Q4 2022
- New holders
- 102
- 244 more added
- Sold out
- 49
- 178 more reduced
6 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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, Q1 2023
Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 4 | $0 | 0.00% | +4 | New |
| True Wealth Design, LLC | 1 | $319 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 318 | $395 | 0.02% | +69+27.7% | Added |
| Longfellow Investment Management Co LLC | 2 | $636 | 0.00% | −863−99.8% | Reduced |
| Raffa Wealth Management, LLC | 2 | $636 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 2 | $642 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $786 | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 22 | $1.00K | 0.00% | −128−85.3% | Reduced |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 4 | $1.29K | 0.00% | −24−85.7% | Reduced |
| ICA Group Wealth Management, LLC | 5 | $1.59K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 5 | $1.59K | 0.00% | +5 | New |
| Syverson Strege & Co | 5 | $1.59K | 0.00% | +5 | New |
| Disciplined Investments, LLC | 6 | $1.91K | 0.00% | +2+50.0% | Added |
| Hexagon Capital Partners LLC | 7 | $2.23K | 0.00% | +5+250.0% | Added |
| SJS Investment Consulting Inc. | 7 | $2.23K | 0.00% | +1+16.7% | Added |
| Adirondack Trust Co | 8 | $2.54K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 9 | $2.86K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 9 | $2.86K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 10 | $3.18K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 10 | $3.18K | 0.00% | +10 | New |
| Sunbelt Securities, Inc. | 12 | $3.78K | 0.00% | +12 | New |
| Thomas J. Herzfeld Advisors, Inc. | 13 | $4.14K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 14 | $4.45K | 0.00% | +9+180.0% | Added |
| Farmers & Merchants Investments Inc | 15 | $4.77K | 0.00% | −2−11.8% | Reduced |
| Bangor Savings Bank | 15 | $4.77K | 0.00% | +15 | New |
| Pin Oak Investment Advisors Inc | 15 | $5.00K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 16 | $5.09K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 17 | $5.41K | 0.00% | +17 | New |
| Manchester Capital Management LLC | 18 | $5.73K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 18 | $5.73K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 19 | $6.04K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 20 | $6.36K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 21 | $6.68K | 0.00% | −7−25.0% | Reduced |
| Baystate Wealth Management LLC | 21 | $6.68K | 0.00% | +20+2,000.0% | Added |
| TD Waterhouse Canada Inc. | 21 | $6.72K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 23 | $7.32K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 23 | $7.32K | 0.00% | +23 | New |
| Key Financial Inc | 24 | $7.64K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 28 | $8.91K | 0.01% | +1+3.7% | Added |
| Bell Investment Advisors, Inc | 28 | $8.91K | 0.00% | +4+16.7% | Added |
| Milestone Investment Advisors LLC | 28 | $8.91K | 0.00% | +28 | New |
| Assetmark, Inc | 29 | $9.23K | 0.00% | +29 | New |
| Sound Income Strategies, LLC | 29 | $9.23K | 0.00% | +29 | New |
| Institutional & Family Asset Management, LLC | 31 | $9.86K | 0.00% | −45−59.2% | Reduced |
| American National Bank | 32 | $10.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 31 | $10.5K | 0.00% | +5+19.2% | Added |
| Rosenberg Matthew Hamilton | 35 | $11.1K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 35 | $11.1K | 0.00% | +4+12.9% | Added |
| Versant Capital Management, Inc | 36 | $11.4K | 0.00% | +13+56.5% | Added |
| Bogart Wealth, LLC | 36 | $11.5K | 0.00% | +36 | New |
| WR Wealth Planners, LLC | 37 | $11.8K | 0.01% | +37 | New |
| Bessemer Group Inc | 39 | $12.0K | 0.00% | −359−90.2% | Reduced |
| Sutton Wealth Advisors Inc. | 38 | $12.1K | 0.01% | −5−11.6% | Reduced |
| Ameritas Advisory Services, LLC | 38 | $12.7K | 0.00% | +38 | New |
| Legacy Bridge, LLC | 40 | $12.7K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 42 | $13.4K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 44 | $14.0K | 0.00% | +44 | New |
| RE Dickinson Investment Advisors, LLC | 43 | $14.0K | 0.00% | −41−48.8% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 45 | $14.3K | 0.00% | +18+66.7% | Added |
| Global Financial Private Client, LLC | 47 | $15.0K | 0.01% | +31+193.8% | Added |
| TCI Wealth Advisors, Inc. | 49 | $15.6K | 0.00% | +1+2.1% | Added |
| PSI Advisors, LLC | 50 | $15.9K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 56 | $17.8K | 0.00% | +23+69.7% | Added |
| Pathway Financial Advisers, LLC | 57 | $18.0K | 0.01% | +1+1.8% | Added |
| 1832 Asset Management L.P. | 58 | $18.5K | 0.00% | +58 | New |
| Allworth Financial LP | 59 | $18.8K | 0.00% | +52+742.9% | Added |
| Hall Laurie J Trustee | 60 | $19.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 63 | $20.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 64 | $20.4K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 65 | $20.7K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 67 | $21.3K | 0.00% | +67 | New |
| Larson Financial Group LLC | 78 | $24.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 86 | $27.4K | 0.00% | −16−15.7% | Reduced |
| Vigilant Capital Management, LLC | 87 | $28.0K | 0.00% | −36−29.3% | Reduced |
| SRS Capital Advisors, Inc. | 95 | $30.2K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 101 | $32.1K | 0.01% | +1+1.0% | Added |
| GoalVest Advisory LLC | 108 | $34.4K | 0.02% | +4+3.8% | Added |
| First Manhattan Co | 110 | $35.0K | 0.00% | −345−75.8% | Reduced |
| Colonial Trust Co | 114 | $36.3K | 0.01% | +50+78.1% | Added |
| Kistler-Tiffany Companies, LLC | 115 | $36.6K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 120 | $38.0K | 0.00% | +120 | New |
| National Bank of Canada | 121 | $38.5K | 0.00% | −2,151−94.7% | Reduced |
| WealthPlan Investment Management, LLC | 122 | $38.8K | 0.01% | +122 | New |
| Colonial Trust Advisors | 130 | $41.4K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 131 | $41.7K | 0.00% | −22−14.4% | Reduced |
| Harbour Investments, Inc. | 138 | $43.9K | 0.00% | +49+55.1% | Added |
| Massmutual Trust Co FSB | 146 | $46.5K | 0.00% | +29+24.8% | Added |
| IFP Advisors, Inc | 255 | $47.4K | 0.00% | −184−41.9% | Reduced |
| RFP Financial Group LLC | 150 | $47.7K | 0.05% | −190−55.9% | Reduced |
| BDO Wealth Advisors, LLC | 150 | $47.7K | 0.01% | +150 | New |
| JJJ Advisors Inc. | 157 | $49.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 155 | $49.3K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 164 | $52.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 170 | $54.1K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 177 | $56.3K | 0.00% | +177 | New |
| Baker Avenue Asset Management, LP | 185 | $58.9K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 185 | $58.9K | 0.03% | 00.0% | Unchanged |