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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 198 | $63.0K | 0.00% | +128+182.9% | Added |
| Whittier Trust Co | 200 | $63.6K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 212 | $67.5K | 0.00% | +27+14.6% | Added |
| Eagle Bay Advisors LLC | 221 | $70.5K | 0.04% | +5+2.3% | Added |
| Ronald Blue Trust, Inc. | 284 | $71.0K | 0.00% | +142+100.0% | Added |
| IMA Wealth, Inc. | 225 | $71.6K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 227 | $72.2K | 0.00% | −81−26.3% | Reduced |
| Cedar Wealth Management, LLC | 230 | $73.2K | 0.03% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 244 | $78.0K | 0.00% | +51+26.4% | Added |
| Farther Finance Advisors, LLC | 251 | $79.9K | 0.02% | +225+865.4% | Added |
| Ossiam | 271 | $86.2K | 0.00% | +5+1.9% | Added |
| Trust Co of Vermont | 298 | $94.8K | 0.01% | +298 | New |
| Evermay Wealth Management LLC | 305 | $97.0K | 0.02% | −10−3.2% | Reduced |
| Quadrant Capital Group LLC | 321 | $102.1K | 0.01% | +32+11.1% | Added |
| Central Trust Co | 330 | $105.0K | 0.00% | +5+1.5% | Added |
| Parkside Financial Bank & Trust | 347 | $110.5K | 0.03% | −3−0.9% | Reduced |
| Endurance Wealth Management, Inc. | 350 | $111.0K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 392 | $125.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 400 | $127.3K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 406 | $129.3K | 0.00% | −2−0.5% | Reduced |
| Geneos Wealth Management Inc. | 411 | $130.8K | 0.01% | +92+28.8% | Added |
| CWM, LLC | 429 | $137.0K | 0.00% | −10−2.3% | Reduced |
| Trivant Custom Portfolio Group, LLC | 442 | $140.6K | 0.10% | +442 | New |
| Baldwin Brothers Inc | 450 | $143.2K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 453 | $144.2K | 0.01% | −190−29.5% | Reduced |
| Ci Investments Inc. | 456 | $145.0K | 0.00% | +36+8.6% | Added |
| First Horizon Advisors, Inc. | 462 | $147.0K | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 485 | $154.3K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 500 | $159.1K | 0.00% | +500 | New |
| International Assets Investment Management, LLC | 515 | $163.9K | 0.02% | +515 | New |
| Signaturefd, LLC | 547 | $174.0K | 0.00% | −7−1.3% | Reduced |
| Tradition Wealth Management, LLC | 551 | $175.0K | 0.02% | +551 | New |
| Heartwood Wealth Advisors LLC | 635 | $202.0K | 0.03% | +635 | New |
| InterOcean Capital Group, LLC | 636 | $202.3K | 0.01% | +636 | New |
| River Wealth Advisors LLC | 647 | $205.8K | 0.04% | +647 | New |
| MAI Capital Management | 652 | $207.4K | 0.00% | +652 | New |
| Covestor Ltd | 652 | $208.0K | 0.18% | +30+4.8% | Added |
| Pathstone Family Office, LLC | 665 | $211.6K | 0.00% | +665 | New |
| Jag Capital Management, LLC | 667 | $212.2K | 0.03% | +667 | New |
| Private Advisor Group, LLC | 668 | $212.7K | 0.00% | +668 | New |
| Woodstock Corp | 675 | $214.8K | 0.03% | +675 | New |
| Twin Tree Management, LP | 676 | $215.1K | 0.01% | −4,657−87.3% | Reduced |
| Brainard Capital Management LLC | 678 | $215.7K | 0.17% | +678 | New |
| Wealth Management Solutions, LLC | 682 | $217.1K | 0.12% | +682 | New |
| Affinity Investment Advisors, LLC | 700 | $222.7K | 0.12% | +700 | New |
| Oak Ridge Investments LLC | 702 | $223.3K | 0.03% | −105−13.0% | Reduced |
| Intrust Bank NA | 704 | $224.0K | 0.03% | +704 | New |
| Lake Street Financial LLC | 711 | $226.2K | 0.04% | −150−17.4% | Reduced |
| Triad Investment Management | 714 | $227.2K | 0.33% | +714 | New |
| Boothbay Fund Management, LLC | 715 | $227.5K | 0.01% | +715 | New |
| Taylor Hoffman Wealth Management | 724 | $230.3K | 0.13% | +724 | New |
| Palogic Value Management, L.P. | 726 | $231.0K | 0.11% | +726 | New |
| David Loasby | 768 | $231.8K | 0.03% | +768 | New |
| Checchi Capital Advisers, LLC | 734 | $233.5K | 0.02% | +734 | New |
| Axxcess Wealth Management, LLC | 741 | $235.8K | 0.02% | +741 | New |
| Caxton Associates LP | 752 | $239.3K | 0.04% | −4,626−86.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 756 | $240.5K | 0.02% | +756 | New |
| Oak Thistle LLC | 759 | $241.5K | 0.14% | +759 | New |
| Northside Capital Management, LLC | 768 | $244.4K | 0.07% | −38−4.7% | Reduced |
| Lincoln National Corp | 777 | $247.3K | 0.01% | +777 | New |
| JTC Employer Solutions Trusteee Ltd | 780 | $248.0K | 0.03% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 787 | $250.4K | 0.00% | +787 | New |
| Arkadios Wealth Advisors | 790 | $251.3K | 0.03% | +790 | New |
| Levin Capital Strategies, L.P. | 800 | $254.5K | 0.03% | +800 | New |
| LGT Financial Advisors LLC | 815 | $259.4K | 0.48% | −279−25.5% | Reduced |
| Toroso Investments, LLC | 816 | $260.0K | 0.01% | +816 | New |
| Sonen Capital LLC | 842 | $267.9K | 0.45% | −422−33.4% | Reduced |
| CIBC Private Wealth Group, LLC | 847 | $269.5K | 0.00% | +847 | New |
| Mayflower Financial Advisors, LLC | 852 | $271.1K | 0.04% | −263−23.6% | Reduced |
| Quantum Private Wealth, LLC | 854 | $271.6K | 0.15% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 858 | $272.0K | 0.01% | −21−2.4% | Reduced |
| StoneX Group Inc. | 866 | $275.4K | 0.03% | +866 | New |
| Sound View Wealth Advisors Group, LLC | 868 | $276.2K | 0.04% | −66−7.1% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 870 | $276.8K | 0.01% | +870 | New |
| Cary Street Partner Investment Advisory LLC | 890 | $283.2K | 0.02% | +76+9.3% | Added |
| Voya Financial Advisors, Inc. | 908 | $286.2K | 0.04% | −72−7.3% | Reduced |
| Ellevest, Inc. | 900 | $286.3K | 0.02% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 914 | $291.0K | 0.11% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 916 | $291.5K | 0.00% | −200−17.9% | Reduced |
| Flagship Harbor Advisors, LLC | 947 | $301.2K | 0.03% | +3+0.3% | Added |
| Confluence Wealth Services, Inc. | 951 | $302.6K | 0.07% | +951 | New |
| Coury Firm Asset Management LLC | 966 | $307.5K | 0.43% | −2−0.2% | Reduced |
| EverSource Wealth Advisors, LLC | 967 | $307.9K | 0.04% | +70+7.8% | Added |
| Versor Investments LP | 987 | $314.0K | 0.04% | −2,535−72.0% | Reduced |
| Clarius Group, LLC | 1,000 | $318.2K | 0.03% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 1,003 | $319.1K | 0.04% | −25−2.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 1,016 | $323.3K | 0.01% | +1,016 | New |
| Chase Investment Counsel Corp | 1,037 | $329.0K | 0.18% | +88+9.3% | Added |
| Axq Capital, LP | 1,046 | $332.8K | 0.13% | +1,046 | New |
| Weiss Multi-Strategy Advisers LLC | 1,050 | $334.0K | 0.01% | +1,050 | New |
| Park Place Capital Corp | 1,071 | $340.7K | 0.10% | −27−2.5% | Reduced |
| Centennial Wealth Advisory LLC | 1,087 | $345.9K | 0.18% | −435−28.6% | Reduced |
| Diametric Capital, LP | 1,113 | $354.1K | 0.17% | +1,113 | New |
| Fifth Third Bancorp | 1,132 | $360.2K | 0.00% | +79+7.5% | Added |
| Profund Advisors LLC | 1,140 | $362.7K | 0.02% | −87−7.1% | Reduced |
| Insight Folios Inc | 1,147 | $365.0K | 0.16% | 00.0% | Unchanged |
| Park National Corp | 1,160 | $369.1K | 0.02% | +30+2.7% | Added |
| CIBC Asset Management Inc | 1,169 | $371.9K | 0.00% | +59+5.3% | Added |
| Veritable, L.P. | 1,177 | $374.5K | 0.01% | 00.0% | Unchanged |
| Saturna Capital CORP | 1,188 | $378.0K | 0.01% | +1,188 | New |