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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 540,375 | $171.9M | 0.05% | +8,010+1.5% | Added |
| Bank of New York Mellon Corp | 543,746 | $173.0M | 0.04% | +1,271+0.2% | Added |
| Geode Capital Management, LLC | 550,093 | $175.0M | 0.02% | −9,189−1.6% | Reduced |
| Wellington Management Group LLP | 661,711 | $210.5M | 0.04% | −20,213−3.0% | Reduced |
| Neuberger Berman Group LLC | 677,870 | $215.7M | 0.20% | +422+0.1% | Added |
| Blair William & Co | 729,870 | $232.2M | 0.93% | +20,318+2.9% | Added |
| Capital World Investors | 908,300 | $289.0M | 0.06% | −166,500−15.5% | Reduced |
| State Street Corp | 943,675 | $300.2M | 0.02% | +17,832+1.9% | Added |
| Charles Schwab Investment Management Inc | 1,324,075 | $406.9M | 0.12% | −39,333−2.9% | Reduced |
| FMR LLC | 1,337,398 | $425.5M | 0.04% | +180,247+15.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,670,785 | $531.6M | 1.56% | +32,734+2.0% | Added |
| Baillie Gifford & Co | 1,981,637 | $630.5M | 0.57% | −199,423−9.1% | Reduced |
| Vanguard Group Inc | 3,262,133 | $1.04B | 0.03% | +51,914+1.6% | Added |
| BlackRock Inc. | 3,954,471 | $1.26B | 0.04% | −65,650−1.6% | Reduced |
| Strengthening Families & Communities, LLC | 5,924 | – | – | +74+1.3% | Added |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −30,068−100.0% | Sold out |
| LRT Capital Management, LLC | 0 | $0 | 0.00% | −16,443−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −15,135−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −11,683−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −10,663−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −8,979−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −8,031−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −7,110−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −6,370−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −4,248−100.0% | Sold out |
| Capital Investment Advisory Services, LLC | 0 | $0 | 0.00% | −3,485−100.0% | Sold out |
| Autumn Glory Partners, LLC | 0 | $0 | 0.00% | −3,471−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −2,694−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −2,627−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,108−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −1,882−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −1,642−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −1,584−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −1,134−100.0% | Sold out |
| BHK Investment Advisors, LLC | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,023−100.0% | Sold out |
| Premier Asset Management LLC | 0 | $0 | 0.00% | −989−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −987−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −915−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −725−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −469−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −292−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −292−100.0% | Sold out |
| Zullo Investment Group, Inc. | 0 | $0 | 0.00% | −213−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| High Net Worth Advisory Group LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| MBM Wealth Consultants, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Sierra Capital LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| New Millennium Group LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| Icon Wealth Advisors, LLC | – | – | – | – | Not filed |
| Sargent Bickham Lagudis LLC | – | – | – | – | Not filed |
| Cornerstone Planning Group LLC | – | – | – | – | Not filed |