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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 11,463 | $3.65M | 0.01% | +551+5.0% | Added |
| Illinois Municipal Retirement Fund | 11,391 | $3.62M | 0.08% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 11,369 | $3.62M | 0.02% | −1,377−10.8% | Reduced |
| K.J. Harrison & Partners Inc | 11,080 | $3.53M | 0.71% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 11,053 | $3.52M | 0.42% | +11,053 | New |
| Middleton & Co Inc | 10,655 | $3.39M | 0.49% | −335−3.0% | Reduced |
| Fiduciary Trust Co | 10,610 | $3.38M | 0.06% | +45+0.4% | Added |
| Teacher Retirement System of Texas | 10,506 | $3.34M | 0.02% | +377+3.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,346 | $3.29M | 0.20% | +16+0.2% | Added |
| Bank of Montreal | 10,030 | $3.19M | 0.00% | +223+2.3% | Added |
| Duality Advisers, LP | 9,840 | $3.13M | 0.35% | −6,798−40.9% | Reduced |
| BNP Paribas Arbitrage, SA | 9,770 | $3.11M | 0.01% | −1,458−13.0% | Reduced |
| Oregon Public Employees Retirement Fund | 9,707 | $3.09M | 0.04% | −94−1.0% | Reduced |
| Cooper Investors Pty Ltd | 9,688 | $3.08M | 0.26% | 00.0% | Unchanged |
| Arizona State Retirement System | 9,638 | $3.07M | 0.03% | +268+2.9% | Added |
| Alerus Financial NA | 9,636 | $3.07M | 0.27% | +9,636 | New |
| Ensign Peak Advisors, Inc | 9,485 | $3.02M | 0.01% | +650+7.4% | Added |
| State of Tennessee, Treasury Department | 9,436 | $3.00M | 0.01% | −616−6.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 9,052 | $2.88M | 0.12% | +160+1.8% | Added |
| Freedom Day Solutions, LLC | 8,834 | $2.81M | 1.33% | −397−4.3% | Reduced |
| Louisiana State Employees Retirement System | 8,800 | $2.80M | 0.07% | −100−1.1% | Reduced |
| Thrivent Financial for Lutherans | 8,778 | $2.79M | 0.01% | −82−0.9% | Reduced |
| Voloridge Investment Management, LLC | 8,695 | $2.77M | 0.01% | +3,140+56.5% | Added |
| NewEdge Wealth, LLC | 8,539 | $2.72M | 0.10% | +808+10.5% | Added |
| Ameritas Investment Partners, Inc. | 8,468 | $2.69M | 0.11% | −140−1.6% | Reduced |
| State of Michigan Retirement System | 8,383 | $2.67M | 0.02% | −100−1.2% | Reduced |
| HSBC Holdings PLC | 8,325 | $2.64M | 0.00% | +8,325 | New |
| Atria Investments LLC | 8,147 | $2.59M | 0.05% | −952−10.5% | Reduced |
| SG Americas Securities, LLC | 8,096 | $2.58M | 0.03% | +1,765+27.9% | Added |
| Verition Fund Management LLC | 8,069 | $2.57M | 0.04% | +7,244+878.1% | Added |
| AIA Group Ltd | 8,028 | $2.55M | 0.14% | +4,389+120.6% | Added |
| Centaurus Financial, Inc. | 7,980 | $2.54M | 0.20% | −324−3.9% | Reduced |
| CWM Advisors, LLC | 7,977 | $2.54M | 0.32% | +1,408+21.4% | Added |
| Hunter Associates Investment Management LLC | 7,910 | $2.53M | 0.54% | −1,000−11.2% | Reduced |
| Algert Global LLC | 7,896 | $2.51M | 0.12% | +666+9.2% | Added |
| Ergoteles LLC | 7,868 | $2.50M | 0.10% | +7,868 | New |
| Marshall Wace, LLP | 7,773 | $2.47M | 0.01% | +5,476+238.4% | Added |
| Marsico Capital Management LLC | 7,720 | $2.46M | 0.11% | +7,720 | New |
| Virginia Retirement Systems Et Al | 7,700 | $2.45M | 0.03% | −1,000−11.5% | Reduced |
| Oppenheimer & Co Inc | 7,663 | $2.44M | 0.05% | +18+0.2% | Added |
| Intercontinental Wealth Advisors, LLC | 7,649 | $2.43M | 0.62% | −69−0.9% | Reduced |
| Holocene Advisors, LP | 7,586 | $2.41M | 0.01% | −14,669−65.9% | Reduced |
| First Hawaiian Bank | 7,541 | $2.40M | 0.08% | +434+6.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,380 | $2.35M | 0.06% | +4,301+139.7% | Added |
| Northwestern Mutual Wealth Management Co | 7,293 | $2.32M | 0.00% | +187+2.6% | Added |
| D.A. Davidson & Co. | 7,152 | $2.28M | 0.03% | +7,152 | New |
| Alliance Wealth Advisors, LLC | 7,137 | $2.27M | 0.91% | +34+0.5% | Added |
| SYSTM Wealth Solutions LLC | 7,056 | $2.24M | 0.35% | +1,017+16.8% | Added |
| Cubist Systematic Strategies, LLC | 7,042 | $2.24M | 0.02% | +1,552+28.3% | Added |
| Rafferty Asset Management, LLC | 6,981 | $2.22M | 0.02% | +393+6.0% | Added |
| Deutsche Bank AG | 6,972 | $2.22M | 0.00% | +1,518+27.8% | Added |
| Benjamin Edwards Inc | 6,959 | $2.21M | 0.54% | +100+1.5% | Added |
| Regions Financial Corp | 6,880 | $2.19M | 0.02% | −681−9.0% | Reduced |
| Applied Capital LLC | 6,830 | $2.17M | 2.16% | +246+3.7% | Added |
| LMR Partners LLP | 6,653 | $2.12M | 0.05% | +6,653 | New |
| Guggenheim Capital LLC | 6,638 | $2.11M | 0.02% | +3,548+114.8% | Added |
| TD Private Client Wealth LLC | 6,618 | $2.11M | 0.09% | −120−1.8% | Reduced |
| Coldstream Capital Management Inc | 6,450 | $2.05M | 0.07% | +103+1.6% | Added |
| B.O.S.S. Retirement Advisors, LLC | 6,347 | $2.02M | 0.47% | −2,411−27.5% | Reduced |
| Jump Financial, LLC | 6,302 | $2.01M | 0.08% | +1,677+36.3% | Added |
| Xponance, Inc. | 6,172 | $1.96M | 0.03% | −36−0.6% | Reduced |
| Royal London Asset Management Ltd | 6,159 | $1.96M | 0.01% | +5,328+641.2% | Added |
| Beacon Pointe Advisors, LLC | 6,061 | $1.93M | 0.03% | +66+1.1% | Added |
| New Mexico Educational Retirement Board | 6,000 | $1.91M | 0.10% | +800+15.4% | Added |
| Utah Retirement Systems | 5,893 | $1.87M | 0.03% | +40+0.7% | Added |
| World Equity Group, Inc. | 17,040 | $1.85M | 0.32% | +17,040 | New |
| Two Sigma Advisers, LP | 5,800 | $1.85M | 0.00% | +5,800 | New |
| Johnson Investment Counsel Inc | 5,675 | $1.81M | 0.02% | −3,054−35.0% | Reduced |
| Man Group plc | – | $1.80M | 0.01% | – | – |
| Two Sigma Investments, LP | 5,623 | $1.79M | 0.01% | +300+5.6% | Added |
| Schechter Investment Advisors, LLC | 5,465 | $1.74M | 0.16% | +190+3.6% | Added |
| Taylor Frigon Capital Management LLC | 5,454 | $1.74M | 0.95% | −139−2.5% | Reduced |
| Mercer Global Advisors Inc | 5,233 | $1.67M | 0.01% | +663+14.5% | Added |
| Sowell Financial Services LLC | 5,179 | $1.65M | 0.13% | +5,179 | New |
| Lee Financial Co | 5,002 | $1.59M | 0.27% | −749−13.0% | Reduced |
| Barbara Oil Co. | 5,000 | $1.59M | 0.76% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,983 | $1.59M | 0.11% | −100−2.0% | Reduced |
| STRS Ohio | 4,962 | $1.58M | 0.01% | −1,207−19.6% | Reduced |
| RFG Advisory, LLC | 4,828 | $1.54M | 0.08% | +7+0.1% | Added |
| Mariner, LLC | 4,825 | $1.53M | 0.00% | +173+3.7% | Added |
| Van Eck Associates Corp | 4,789 | $1.52M | 0.00% | +3,539+283.1% | Added |
| Cetera Advisors LLC | 4,742 | $1.51M | 0.03% | +1,946+69.6% | Added |
| Aviva PLC | 4,709 | $1.50M | 0.01% | +882+23.0% | Added |
| Connectus Wealth, LLC | 4,665 | $1.48M | 0.04% | +2,665+133.3% | Added |
| State of Alaska, Department of Revenue | 4,584 | $1.46M | 0.02% | −70−1.5% | Reduced |
| Brown Advisory Inc | 4,560 | $1.45M | 0.00% | +2,404+111.5% | Added |
| Raymond James Trust N.A. | 4,457 | $1.42M | 0.04% | +1,320+42.1% | Added |
| Federated Hermes, Inc. | 4,321 | $1.37M | 0.00% | +10+0.2% | Added |
| Alpha Omega Wealth Management LLC | 4,212 | $1.34M | 0.23% | 00.0% | Unchanged |
| Pictet Asset Management SA | 4,172 | $1.33M | 0.00% | +257+6.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,152 | $1.32M | 0.01% | +23+0.6% | Added |
| Public Employees Retirement Association of Colorado | 4,143 | $1.32M | 0.01% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 4,100 | $1.30M | 0.02% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 5,209 | $1.30M | 0.06% | 00.0% | Unchanged |
| Stephens Inc | 4,038 | $1.28M | 0.02% | +2,142+113.0% | Added |
| Access Financial Services, Inc. | 3,960 | $1.26M | 0.77% | +506+14.6% | Added |
| Pearl River Capital, LLC | 3,923 | $1.25M | 0.20% | −588−13.0% | Reduced |
| Covea Finance | 3,800 | $1.21M | 0.07% | +3,800 | New |
| Avantax Advisory Services, Inc. | 3,713 | $1.18M | 0.01% | +786+26.9% | Added |
| CM Wealth Advisors LLC | 3,416 | $1.16M | 0.22% | +3,416 | New |