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 |
|---|---|---|---|---|---|
| Lindenwold Advisors | 3,184 | $1.01M | 0.63% | +11+0.3% | Added |
| Cetera Investment Advisers | 3,204 | $1.02M | 0.01% | +108+3.5% | Added |
| Centiva Capital, LP | 3,227 | $1.03M | 0.06% | +3,227 | New |
| GWM Advisors LLC | 3,245 | $1.03M | 0.01% | −221−6.4% | Reduced |
| Creative Planning | 3,245 | $1.03M | 0.00% | +89+2.8% | Added |
| JustInvest LLC | 3,275 | $1.04M | 0.04% | +491+17.6% | Added |
| Chicago Trust Co NA | 3,367 | $1.07M | 0.27% | 00.0% | Unchanged |
| Argent Trust Co | 3,379 | $1.08M | 0.07% | +127+3.9% | Added |
| Donoghue Forlines LLC | 3,400 | $1.08M | 0.39% | +1,864+121.4% | Added |
| Prudential Financial Inc | 4,574 | $1.10M | 0.00% | +145+3.3% | Added |
| Ontario Teachers Pension Plan Board | 3,485 | $1.11M | 0.01% | +507+17.0% | Added |
| Intrepid Capital Management Inc | 3,521 | $1.12M | 0.97% | +3,521 | New |
| Cambridge Investment Research Advisors, Inc. | 3,583 | $1.14M | 0.01% | +222+6.6% | Added |
| Umb Bank N A | 3,600 | $1.15M | 0.02% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 3,416 | $1.16M | 0.22% | +3,416 | New |
| Avantax Advisory Services, Inc. | 3,713 | $1.18M | 0.01% | +786+26.9% | Added |
| Covea Finance | 3,800 | $1.21M | 0.07% | +3,800 | New |
| Pearl River Capital, LLC | 3,923 | $1.25M | 0.20% | −588−13.0% | Reduced |
| Access Financial Services, Inc. | 3,960 | $1.26M | 0.77% | +506+14.6% | Added |
| Stephens Inc | 4,038 | $1.28M | 0.02% | +2,142+113.0% | Added |
| FDx Advisors, Inc. | 5,209 | $1.30M | 0.06% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 4,100 | $1.30M | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 4,143 | $1.32M | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,152 | $1.32M | 0.01% | +23+0.6% | Added |
| Pictet Asset Management SA | 4,172 | $1.33M | 0.00% | +257+6.6% | Added |
| Alpha Omega Wealth Management LLC | 4,212 | $1.34M | 0.23% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 4,321 | $1.37M | 0.00% | +10+0.2% | Added |
| Raymond James Trust N.A. | 4,457 | $1.42M | 0.04% | +1,320+42.1% | Added |
| Brown Advisory Inc | 4,560 | $1.45M | 0.00% | +2,404+111.5% | Added |
| State of Alaska, Department of Revenue | 4,584 | $1.46M | 0.02% | −70−1.5% | Reduced |
| Connectus Wealth, LLC | 4,665 | $1.48M | 0.04% | +2,665+133.3% | Added |
| Aviva PLC | 4,709 | $1.50M | 0.01% | +882+23.0% | Added |
| Cetera Advisors LLC | 4,742 | $1.51M | 0.03% | +1,946+69.6% | Added |
| Van Eck Associates Corp | 4,789 | $1.52M | 0.00% | +3,539+283.1% | Added |
| Mariner, LLC | 4,825 | $1.53M | 0.00% | +173+3.7% | Added |
| RFG Advisory, LLC | 4,828 | $1.54M | 0.08% | +7+0.1% | Added |
| STRS Ohio | 4,962 | $1.58M | 0.01% | −1,207−19.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,983 | $1.59M | 0.11% | −100−2.0% | Reduced |
| Barbara Oil Co. | 5,000 | $1.59M | 0.76% | 00.0% | Unchanged |
| Lee Financial Co | 5,002 | $1.59M | 0.27% | −749−13.0% | Reduced |
| Sowell Financial Services LLC | 5,179 | $1.65M | 0.13% | +5,179 | New |
| Mercer Global Advisors Inc | 5,233 | $1.67M | 0.01% | +663+14.5% | Added |
| Taylor Frigon Capital Management LLC | 5,454 | $1.74M | 0.95% | −139−2.5% | Reduced |
| Schechter Investment Advisors, LLC | 5,465 | $1.74M | 0.16% | +190+3.6% | Added |
| Two Sigma Investments, LP | 5,623 | $1.79M | 0.01% | +300+5.6% | Added |
| Man Group plc | – | $1.80M | 0.01% | – | – |
| Johnson Investment Counsel Inc | 5,675 | $1.81M | 0.02% | −3,054−35.0% | Reduced |
| Two Sigma Advisers, LP | 5,800 | $1.85M | 0.00% | +5,800 | New |
| World Equity Group, Inc. | 17,040 | $1.85M | 0.32% | +17,040 | New |
| Utah Retirement Systems | 5,893 | $1.87M | 0.03% | +40+0.7% | Added |
| New Mexico Educational Retirement Board | 6,000 | $1.91M | 0.10% | +800+15.4% | Added |
| Beacon Pointe Advisors, LLC | 6,061 | $1.93M | 0.03% | +66+1.1% | Added |
| Royal London Asset Management Ltd | 6,159 | $1.96M | 0.01% | +5,328+641.2% | Added |
| Xponance, Inc. | 6,172 | $1.96M | 0.03% | −36−0.6% | Reduced |
| Jump Financial, LLC | 6,302 | $2.01M | 0.08% | +1,677+36.3% | Added |
| B.O.S.S. Retirement Advisors, LLC | 6,347 | $2.02M | 0.47% | −2,411−27.5% | Reduced |
| Coldstream Capital Management Inc | 6,450 | $2.05M | 0.07% | +103+1.6% | Added |
| TD Private Client Wealth LLC | 6,618 | $2.11M | 0.09% | −120−1.8% | Reduced |
| Guggenheim Capital LLC | 6,638 | $2.11M | 0.02% | +3,548+114.8% | Added |
| LMR Partners LLP | 6,653 | $2.12M | 0.05% | +6,653 | New |
| Applied Capital LLC | 6,830 | $2.17M | 2.16% | +246+3.7% | Added |
| Regions Financial Corp | 6,880 | $2.19M | 0.02% | −681−9.0% | Reduced |
| Benjamin Edwards Inc | 6,959 | $2.21M | 0.54% | +100+1.5% | Added |
| Deutsche Bank AG | 6,972 | $2.22M | 0.00% | +1,518+27.8% | Added |
| Rafferty Asset Management, LLC | 6,981 | $2.22M | 0.02% | +393+6.0% | Added |
| Cubist Systematic Strategies, LLC | 7,042 | $2.24M | 0.02% | +1,552+28.3% | Added |
| SYSTM Wealth Solutions LLC | 7,056 | $2.24M | 0.35% | +1,017+16.8% | Added |
| Alliance Wealth Advisors, LLC | 7,137 | $2.27M | 0.91% | +34+0.5% | Added |
| D.A. Davidson & Co. | 7,152 | $2.28M | 0.03% | +7,152 | New |
| Northwestern Mutual Wealth Management Co | 7,293 | $2.32M | 0.00% | +187+2.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,380 | $2.35M | 0.06% | +4,301+139.7% | Added |
| First Hawaiian Bank | 7,541 | $2.40M | 0.08% | +434+6.1% | Added |
| Holocene Advisors, LP | 7,586 | $2.41M | 0.01% | −14,669−65.9% | Reduced |
| Intercontinental Wealth Advisors, LLC | 7,649 | $2.43M | 0.62% | −69−0.9% | Reduced |
| Oppenheimer & Co Inc | 7,663 | $2.44M | 0.05% | +18+0.2% | Added |
| Virginia Retirement Systems Et Al | 7,700 | $2.45M | 0.03% | −1,000−11.5% | Reduced |
| Marsico Capital Management LLC | 7,720 | $2.46M | 0.11% | +7,720 | New |
| Marshall Wace, LLP | 7,773 | $2.47M | 0.01% | +5,476+238.4% | Added |
| Ergoteles LLC | 7,868 | $2.50M | 0.10% | +7,868 | New |
| Algert Global LLC | 7,896 | $2.51M | 0.12% | +666+9.2% | Added |
| Hunter Associates Investment Management LLC | 7,910 | $2.53M | 0.54% | −1,000−11.2% | Reduced |
| CWM Advisors, LLC | 7,977 | $2.54M | 0.32% | +1,408+21.4% | Added |
| Centaurus Financial, Inc. | 7,980 | $2.54M | 0.20% | −324−3.9% | Reduced |
| AIA Group Ltd | 8,028 | $2.55M | 0.14% | +4,389+120.6% | Added |
| Verition Fund Management LLC | 8,069 | $2.57M | 0.04% | +7,244+878.1% | Added |
| SG Americas Securities, LLC | 8,096 | $2.58M | 0.03% | +1,765+27.9% | Added |
| Atria Investments LLC | 8,147 | $2.59M | 0.05% | −952−10.5% | Reduced |
| HSBC Holdings PLC | 8,325 | $2.64M | 0.00% | +8,325 | New |
| State of Michigan Retirement System | 8,383 | $2.67M | 0.02% | −100−1.2% | Reduced |
| Ameritas Investment Partners, Inc. | 8,468 | $2.69M | 0.11% | −140−1.6% | Reduced |
| NewEdge Wealth, LLC | 8,539 | $2.72M | 0.10% | +808+10.5% | Added |
| Voloridge Investment Management, LLC | 8,695 | $2.77M | 0.01% | +3,140+56.5% | Added |
| Thrivent Financial for Lutherans | 8,778 | $2.79M | 0.01% | −82−0.9% | Reduced |
| Louisiana State Employees Retirement System | 8,800 | $2.80M | 0.07% | −100−1.1% | Reduced |
| Freedom Day Solutions, LLC | 8,834 | $2.81M | 1.33% | −397−4.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 9,052 | $2.88M | 0.12% | +160+1.8% | Added |
| State of Tennessee, Treasury Department | 9,436 | $3.00M | 0.01% | −616−6.1% | Reduced |
| Ensign Peak Advisors, Inc | 9,485 | $3.02M | 0.01% | +650+7.4% | Added |
| Alerus Financial NA | 9,636 | $3.07M | 0.27% | +9,636 | New |
| Arizona State Retirement System | 9,638 | $3.07M | 0.03% | +268+2.9% | Added |