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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, 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.

Institutional holdersQ1 2023: 615 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 heldQ1 2023: $11.0B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q4 2022.

Institutions holding WSO in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Wakefield Asset Management LLLP1,227$390.4K0.16%+1,227New
Kenfarb & Co.1,245$396.1K0.35%00.0%Unchanged
Moneta Group Investment Advisors LLC1,271$404.4K0.01%+46+3.8%Added
Symmetry Partners, LLC1,273$405.0K0.02%00.0%Unchanged
Cerity Partners LLC1,271$406.4K0.00%−62−4.7%Reduced
Atria Wealth Solutions, Inc.1,292$411.0K0.01%+1,292New
Americana Partners, LLC1,327$422.4K0.07%+1,327New
First Bank & Trust1,341$426.7K0.11%+2+0.1%Added
Phillips Wealth Planners LLC1,266$436.6K0.58%+35+2.8%Added
Pinnacle Wealth Planning Services, Inc.1,375$437.5K0.07%00.0%Unchanged
Avestar Capital, LLC1,426$453.7K0.09%+45+3.3%Added
Bank of Nova Scotia1,433$455.9K0.00%+1,433New
Kestra Advisory Services, LLC1,433$455.9K0.00%−917−39.0%Reduced
Yarbrough Capital, LLC1,447$460.4K0.04%00.0%Unchanged
Avidian Wealth Solutions, LLC1,448$460.6K0.03%−1−0.1%Reduced
Perfromance Wealth Partners, LLC1,465$466.1K0.02%+1,465New
Krane Funds Advisors LLC1,505$467.0K0.02%−303−16.8%Reduced
Webster Bank, N. A.1,493$475.0K0.06%00.0%Unchanged
Steward Partners Investment Advisory, LLC1,494$475.4K0.01%+32+2.2%Added
Romano Brothers and Company1,500$477.2K0.07%00.0%Unchanged
Advocate Group LLC1,501$477.6K0.10%00.0%Unchanged
PDT Partners, LLC1,502$477.9K0.06%+94+6.7%Added
Quantamental Technologies LLC1,530$486.8K0.26%−1,136−42.6%Reduced
VisionPoint Advisory Group, LLC1,476$496.8K0.22%−613−29.3%Reduced
M&T Bank Corp1,598$508.8K0.00%+267+20.1%Added
Icon Wealth Partners, LLC1,602$509.5K0.06%+1,602New
Integrated Wealth Concepts LLC1,614$513.0K0.01%+164+11.3%Added
Baker Tilly Wealth Management, LLC1,619$515.1K0.06%−49−2.9%Reduced
Eqis Capital Management, Inc.1,619$515.1K0.06%−248−13.3%Reduced
Commerce Bank1,620$515.4K0.00%+231+16.6%Added
Parallel Advisors, LLC1,642$522.5K0.02%+18+1.1%Added
Moody Lynn & Lieberson, LLC1,643$522.7K0.05%+18+1.1%Added
SlateStone Wealth, LLC1,662$529.0K0.11%+650+64.2%Added
Shelton Capital Management1,688$537.1K0.02%00.0%Unchanged
Teza Capital Management LLC1,708$543.4K0.12%+589+52.6%Added
Shell Asset Management Co1,723$548.0K0.02%−6−0.3%Reduced
Equitable Trust Co1,724$548.5K0.04%00.0%Unchanged
LVW Advisors, LLC1,734$551.7K0.11%−45−2.5%Reduced
XTX Topco Ltd1,792$570.1K0.12%+1,792New
Impax Asset Management Group plc1,797$571.7K0.00%−387−17.7%Reduced
Procyon Private Wealth Partners, LLC1,806$574.6K0.10%+1,806New
Bridgefront Capital, LLC1,813$576.8K0.35%+1,813New
Parsons Capital Management Inc1,832$582.9K0.05%+10+0.5%Added
Belpointe Asset Management LLC1,834$583.4K0.03%+227+14.1%Added
Waratah Capital Advisors Ltd.1,836$584.1K0.03%−3,826−67.6%Reduced
Tower Research Capital LLC (TRC)1,852$589.0K0.02%+708+61.9%Added
Parsec Financial Management, Inc.1,870$595.0K0.03%00.0%Unchanged
Birch Capital Management, LLC1,971$627.1K0.40%+400+25.5%Added
ProShare Advisors LLC1,979$629.6K0.00%−189−8.7%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2,000$636.3K0.00%00.0%Unchanged
Groesbeck Investment Management Corp2,025$644.0K0.97%00.0%Unchanged
Capital Analysts, LLC2,035$647.0K0.04%+5+0.2%Added
Occudo Quantitative Strategies LP2,041$649.4K0.06%−2,202−51.9%Reduced
Compass Ion Advisors, LLC2,066$657.2K0.17%+417+25.3%Added
Horizon Investments, LLC2,126$671.2K0.02%+10.0%Added
Stock Yards Bank & Trust Co2,127$677.0K0.03%−5,200−71.0%Reduced
Silvercrest Asset Management Group LLC2,150$684.0K0.01%00.0%Unchanged
DekaBank Deutsche Girozentrale2,200$690.0K0.00%−550−20.0%Reduced
Financial Advisory Service, Inc.2,193$697.6K0.08%+10+0.5%Added
Advisor Partners II, LLC2,219$706.0K0.04%+358+19.2%Added
Johnson Financial Group, Inc.2,225$707.9K0.05%+976+78.1%Added
Ensemble Capital Management, LLC2,235$711.1K0.07%00.0%Unchanged
TrinityPoint Wealth, LLC2,266$721.1K0.15%−6−0.3%Reduced
CTC Capital Management, LLC2,300$731.8K1.53%+2,300New
Crawford Investment Counsel Inc2,315$736.5K0.02%−17−0.7%Reduced
Landscape Capital Management, L.L.C.2,374$755.3K0.10%+2,374New
Linden Thomas Advisory Services, LLC2,394$761.7K0.19%+385+19.2%Added
Bokf, NA2,411$767.1K0.02%−5,371−69.0%Reduced
Change Path, LLC2,451$780.0K0.04%+65+2.7%Added
Ethic Inc.2,456$781.3K0.03%+765+45.2%Added
MML Investors Services, LLC2,478$789.0K0.01%−438−15.0%Reduced
Atlas Private Wealth Management2,487$791.2K0.48%+2,487New
Northeast Financial Consultants Inc2,500$795.4K0.05%+2,500New
Rockefeller Capital Management L.P.2,507$797.0K0.00%+5+0.2%Added
Wealth Alliance2,530$805.1K0.13%+401+18.8%Added
Kula Investments, LLC2,532$805.6K0.20%+2,532New
Quantinno Capital Management LP2,533$806.0K0.05%−1,346−34.7%Reduced
Charter Oak Capital Management, LLC2,540$808.1K0.11%00.0%Unchanged
Advisor OS, LLC2,543$809.2K0.19%+103+4.2%Added
J. W. Coons Advisors, LLC2,591$824.4K0.24%+230+9.7%Added
Maryland State Retirement & Pension System2,605$828.8K0.02%+115+4.6%Added
CIBC World Markets Inc.2,609$830.0K0.00%−294−10.1%Reduced
Wealth Enhancement Advisory Services, LLC2,612$831.0K0.01%+473+22.1%Added
Campbell & CO Investment Adviser LLC2,617$832.6K0.16%+2,617New
Intech Investment Management LLC2,723$866.3K0.01%−861−24.0%Reduced
Donaldson Capital Management, LLC2,730$868.7K0.04%+420+18.2%Added
Cox Capital Mgt LLC2,755$876.5K0.63%00.0%Unchanged
DFPG Investments, LLC2,787$886.6K0.10%+305+12.3%Added
Hilltop Holdings Inc.2,800$890.8K0.12%+253+9.9%Added
Symmetry Investments LP2,800$890.8K0.43%+2,800New
National Asset Management, Inc.2,813$894.9K0.02%+583+26.1%Added
Amundi2,937$904.0K0.00%+201+7.3%Added
San Luis Wealth Advisors LLC2,854$908.0K0.35%+2,854New
Crossmark Global Holdings, Inc.2,960$942.0K0.02%+200+7.2%Added
Annandale Capital, LLC3,006$956.0K0.30%00.0%Unchanged
Securian Asset Management, Inc3,057$972.6K0.03%00.0%Unchanged
Centennial Bank3,079$979.6K0.64%−1,087−26.1%Reduced
Paradigm Asset Management Co LLC3,100$986.3K0.27%00.0%Unchanged
Cetera Advisor Networks LLC3,112$990.0K0.01%−70−2.2%Reduced
Burney Co3,119$992.3K0.05%+35+1.1%Added