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 |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 40,200 | $12.8M | 0.02% | −173,200−81.2% | Reduced |
| Point72 Asset Management, L.P. | 40,012 | $12.7M | 0.05% | +40,012 | New |
| State of Wisconsin Investment Board | 39,943 | $12.7M | 0.04% | −4,696−10.5% | Reduced |
| Bath Savings Trust Co | 39,345 | $12.5M | 1.54% | +1,478+3.9% | Added |
| King Luther Capital Management Corp | 38,710 | $12.3M | 0.07% | +17,811+85.2% | Added |
| Covington Investment Advisors Inc. | 38,640 | $12.3M | 2.70% | +325+0.8% | Added |
| DnB Asset Management AS | 37,412 | $11.9M | 0.08% | −11,673−23.8% | Reduced |
| Citadel Advisors LLC | 37,111 | $11.8M | 0.01% | −50,629−57.7% | Reduced |
| Massachusetts Financial Services Co | 36,441 | $11.6M | 0.00% | +278+0.8% | Added |
| Patrick Mauro Investment Advisor, INC. | 36,249 | $11.5M | 7.19% | −2,152−5.6% | Reduced |
| State Board of Administration of Florida Retirement System | 35,106 | $11.2M | 0.03% | −1,030−2.9% | Reduced |
| Jane Street Group, LLC | 34,930 | $11.1M | 0.02% | +33,236+1,962.0% | Added |
| Millennium Management LLC | 34,167 | $10.9M | 0.01% | −121,748−78.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 33,721 | $10.7M | 0.12% | +2,587+8.3% | Added |
| Heartland Advisors Inc | 33,684 | $10.7M | 0.66% | −8,550−20.2% | Reduced |
| UBS Group AG | 33,444 | $10.6M | 0.00% | +20,847+165.5% | Added |
| Squarepoint Ops LLC | 33,322 | $10.6M | 0.07% | −10,788−24.5% | Reduced |
| Wendell David Associates Inc | 32,855 | $10.5M | 1.24% | +1,470+4.7% | Added |
| Schonfeld Strategic Advisors LLC | 32,478 | $10.3M | 0.10% | +4,584+16.4% | Added |
| D. E. Shaw & Co., Inc. | 31,551 | $10.0M | 0.02% | +13,718+76.9% | Added |
| Vident Investment Advisory, LLC | 30,912 | $9.84M | 0.32% | +6,481+26.5% | Added |
| Cambiar Investors LLC | 30,844 | $9.81M | 0.42% | +1,688+5.8% | Added |
| Credit Suisse AG | 30,469 | $9.69M | 0.01% | −17−0.1% | Reduced |
| Texas Permanent School Fund | 29,830 | $9.49M | 0.09% | +7,468+33.4% | Added |
| Allianz Asset Management GmbH | 29,661 | $9.44M | 0.02% | +5,355+22.0% | Added |
| Buckhead Capital Management LLC | 29,243 | $9.30M | 2.19% | −5,157−15.0% | Reduced |
| Great West Life Assurance Co | 28,483 | $9.06M | 0.02% | −188−0.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 28,400 | $9.04M | 0.02% | +7,275+34.4% | Added |
| Prospect Capital Advisors, LLC | 27,745 | $8.83M | 4.00% | −5,640−16.9% | Reduced |
| Southernsun Asset Management, LLC | 27,414 | $8.72M | 1.00% | −703−2.5% | Reduced |
| Old National Bancorp | 27,270 | $8.68M | 0.27% | +3,094+12.8% | Added |
| Cynosure Management, LLC | 26,916 | $8.56M | 12.94% | −9,610−26.3% | Reduced |
| Mutual of America Capital Management LLC | 26,758 | $8.51M | 0.10% | −559−2.0% | Reduced |
| TownSquare Capital, LLC | 26,099 | $8.30M | 0.18% | −127−0.5% | Reduced |
| AQR Capital Management LLC | 25,901 | $8.24M | 0.02% | +3,656+16.4% | Added |
| Manufacturers Life Insurance Company, The | 25,808 | $8.21M | 0.00% | −1,028−3.8% | Reduced |
| Dudley & Shanley, Inc. | 25,490 | $8.11M | 1.56% | +25,490 | New |
| American Century Companies Inc | 24,413 | $7.77M | 0.01% | +19,968+449.2% | Added |
| Amalgamated Bank | 24,233 | $7.71M | 0.07% | −2,696−10.0% | Reduced |
| Janney Montgomery Scott LLC | 24,167 | $7.69M | 0.03% | −3,126−11.5% | Reduced |
| Schwartz Investment Counsel Inc | 24,000 | $7.64M | 0.33% | 00.0% | Unchanged |
| Tower Bridge Advisors | 23,767 | $7.56M | 0.62% | −159−0.7% | Reduced |
| Oppenheimer Asset Management Inc. | 23,763 | $7.56M | 0.12% | +451+1.9% | Added |
| Citigroup Inc | 23,389 | $7.44M | 0.01% | −4,559−16.3% | Reduced |
| ExodusPoint Capital Management, LP | 22,981 | $7.31M | 0.08% | +22,153+2,675.5% | Added |
| Advisor Group Holdings, Inc. | 22,370 | $7.12M | 0.01% | +2,157+10.7% | Added |
| Brown Brothers Harriman & Co | 22,275 | $7.09M | 0.06% | +18,634+511.8% | Added |
| Carnegie Capital Asset Management, LLC | 22,204 | $7.06M | 0.28% | +17,210+344.6% | Added |
| Marks Group Wealth Management, Inc | 21,976 | $6.99M | 0.89% | +830+3.9% | Added |
| Running Oak Capital LLC | 21,593 | $6.87M | 1.96% | +832+4.0% | Added |
| Vestcor Inc | 21,366 | $6.80M | 0.25% | −3,797−15.1% | Reduced |
| Redmond Asset Management, LLC | 21,137 | $6.72M | 2.33% | +66+0.3% | Added |
| MetLife Investment Management | 21,087 | $6.71M | 0.05% | −544−2.5% | Reduced |
| Stratos Wealth Partners, LTD. | 20,527 | $6.53M | 0.17% | +1,218+6.3% | Added |
| Segall Bryant & Hamill, LLC | 20,377 | $6.48M | 0.07% | +421+2.1% | Added |
| Janus Henderson Group PLC | 20,370 | $6.48M | 0.00% | +8,691+74.4% | Added |
| DF Dent & Co Inc | 19,959 | $6.35M | 0.09% | +651+3.4% | Added |
| Vestmark Advisory Solutions, Inc. | 19,613 | $6.24M | 0.27% | +1,022+5.5% | Added |
| State of New Jersey Common Pension Fund D | 19,555 | $6.22M | 0.02% | +863+4.6% | Added |
| Vision Capital Management, Inc. | 19,411 | $6.18M | 1.12% | −625−3.1% | Reduced |
| FineMark National Bank & Trust | 19,283 | $6.14M | 0.26% | +841+4.6% | Added |
| Public Employees Retirement System of Ohio | 19,156 | $6.09M | 0.03% | +266+1.4% | Added |
| Advisors Capital Management, LLC | 18,889 | $6.01M | 0.16% | +598+3.3% | Added |
| Woodline Partners LP | 18,529 | $5.90M | 0.08% | +18,529 | New |
| Treasurer of the State of North Carolina | 17,831 | $5.67M | 0.03% | −3,892−17.9% | Reduced |
| Ipswich Investment Management Co., Inc. | 17,754 | $5.65M | 1.54% | +1,146+6.9% | Added |
| Nisa Investment Advisors, LLC | 17,650 | $5.62M | 0.04% | +1,575+9.8% | Added |
| Yousif Capital Management, LLC | 17,384 | $5.53M | 0.07% | −125−0.7% | Reduced |
| Naples Global Advisors, LLC | 17,288 | $5.50M | 0.69% | +133+0.8% | Added |
| Northwest & Ethical Investments L.P. | 16,943 | $5.39M | 0.18% | −711−4.0% | Reduced |
| Monte Financial Group, LLC | 16,776 | $5.34M | 2.82% | +4,996+42.4% | Added |
| Princeton Global Asset Management LLC | 16,770 | $5.34M | 1.54% | +6,006+55.8% | Added |
| Arcadia Investment Management Corp | 16,754 | $5.33M | 1.16% | −384−2.2% | Reduced |
| HighTower Advisors, LLC | 15,201 | $4.83M | 0.01% | −40−0.3% | Reduced |
| Advantage Alpha Capital Partners LP | 15,000 | $4.77M | 0.99% | −8,050−34.9% | Reduced |
| Alps Advisors Inc | 14,999 | $4.77M | 0.04% | +1,462+10.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,982 | $4.77M | 0.04% | +18+0.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 14,800 | $4.71M | 0.07% | −4,800−24.5% | Reduced |
| WCM Investment Management, LLC | 14,796 | $4.71M | 0.02% | +141+1.0% | Added |
| Barclays PLC | 14,683 | $4.67M | 0.00% | +2,445+20.0% | Added |
| Woodley Farra Manion Portfolio Management Inc | 14,520 | $4.62M | 0.31% | +6,436+79.6% | Added |
| Lighthouse Investment Partners, LLC | 14,388 | $4.58M | 0.40% | +9,546+197.1% | Added |
| GHP Investment Advisors, Inc. | 14,239 | $4.53M | 0.29% | +825+6.2% | Added |
| Advisors Asset Management, Inc. | 13,653 | $4.34M | 0.09% | −5,266−27.8% | Reduced |
| Hamilton Point Investment Advisors, LLC | 13,542 | $4.31M | 1.05% | +127+0.9% | Added |
| The PNC Financial Services Group, Inc. | 13,305 | $4.23M | 0.00% | +3,606+37.2% | Added |
| Voya Investment Management LLC | 13,300 | $4.23M | 0.00% | +326+2.5% | Added |
| Cambridge Trust Co | 13,285 | $4.23M | 0.20% | −7,256−35.3% | Reduced |
| LPL Financial LLC | 13,147 | $4.18M | 0.00% | +2,273+20.9% | Added |
| Brinker Capital Investments, LLC | 12,380 | $3.94M | 0.05% | −1,344−9.8% | Reduced |
| Orion Portfolio Solutions, LLC | 12,380 | $3.94M | 0.05% | +12,380 | New |
| Cutter & CO Brokerage, Inc. | 12,247 | $3.90M | 1.21% | −109−0.9% | Reduced |
| US Bancorp | 12,112 | $3.85M | 0.01% | +1,010+9.1% | Added |
| Gotham Asset Management, LLC | 12,108 | $3.85M | 0.09% | +3,665+43.4% | Added |
| Jefferies Financial Group Inc. | 12,107 | $3.85M | 0.08% | +12,107 | New |
| Kensington Investment Counsel, LLC | 12,024 | $3.83M | 2.89% | +429+3.7% | Added |
| Appleton Partners Inc | 12,002 | $3.82M | 0.34% | −1,241−9.4% | Reduced |
| Lazard Asset Management LLC | 11,758 | $3.74M | 0.00% | +6,505+123.8% | Added |
| Commonwealth Equity Services, LLC | 11,475 | $3.65M | 0.01% | −293−2.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 11,466 | $3.65M | 0.02% | +10,509+1,098.1% | Added |