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 |
|---|---|---|---|---|---|
| Umb Bank N A | 3,600 | $1.15M | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 3,583 | $1.14M | 0.01% | +222+6.6% | Added |
| Intrepid Capital Management Inc | 3,521 | $1.12M | 0.97% | +3,521 | New |
| Ontario Teachers Pension Plan Board | 3,485 | $1.11M | 0.01% | +507+17.0% | Added |
| Prudential Financial Inc | 4,574 | $1.10M | 0.00% | +145+3.3% | Added |
| Donoghue Forlines LLC | 3,400 | $1.08M | 0.39% | +1,864+121.4% | Added |
| Argent Trust Co | 3,379 | $1.08M | 0.07% | +127+3.9% | Added |
| Chicago Trust Co NA | 3,367 | $1.07M | 0.27% | 00.0% | Unchanged |
| JustInvest LLC | 3,275 | $1.04M | 0.04% | +491+17.6% | Added |
| Creative Planning | 3,245 | $1.03M | 0.00% | +89+2.8% | Added |
| GWM Advisors LLC | 3,245 | $1.03M | 0.01% | −221−6.4% | Reduced |
| Centiva Capital, LP | 3,227 | $1.03M | 0.06% | +3,227 | New |
| Cetera Investment Advisers | 3,204 | $1.02M | 0.01% | +108+3.5% | Added |
| Lindenwold Advisors | 3,184 | $1.01M | 0.63% | +11+0.3% | Added |
| Burney Co | 3,119 | $992.3K | 0.05% | +35+1.1% | Added |
| Cetera Advisor Networks LLC | 3,112 | $990.0K | 0.01% | −70−2.2% | Reduced |
| Paradigm Asset Management Co LLC | 3,100 | $986.3K | 0.27% | 00.0% | Unchanged |
| Centennial Bank | 3,079 | $979.6K | 0.64% | −1,087−26.1% | Reduced |
| Securian Asset Management, Inc | 3,057 | $972.6K | 0.03% | 00.0% | Unchanged |
| Annandale Capital, LLC | 3,006 | $956.0K | 0.30% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,960 | $942.0K | 0.02% | +200+7.2% | Added |
| San Luis Wealth Advisors LLC | 2,854 | $908.0K | 0.35% | +2,854 | New |
| Amundi | 2,937 | $904.0K | 0.00% | +201+7.3% | Added |
| National Asset Management, Inc. | 2,813 | $894.9K | 0.02% | +583+26.1% | Added |
| Symmetry Investments LP | 2,800 | $890.8K | 0.43% | +2,800 | New |
| Hilltop Holdings Inc. | 2,800 | $890.8K | 0.12% | +253+9.9% | Added |
| DFPG Investments, LLC | 2,787 | $886.6K | 0.10% | +305+12.3% | Added |
| Cox Capital Mgt LLC | 2,755 | $876.5K | 0.63% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 2,730 | $868.7K | 0.04% | +420+18.2% | Added |
| Intech Investment Management LLC | 2,723 | $866.3K | 0.01% | −861−24.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,617 | $832.6K | 0.16% | +2,617 | New |
| Wealth Enhancement Advisory Services, LLC | 2,612 | $831.0K | 0.01% | +473+22.1% | Added |
| CIBC World Markets Inc. | 2,609 | $830.0K | 0.00% | −294−10.1% | Reduced |
| Maryland State Retirement & Pension System | 2,605 | $828.8K | 0.02% | +115+4.6% | Added |
| J. W. Coons Advisors, LLC | 2,591 | $824.4K | 0.24% | +230+9.7% | Added |
| Advisor OS, LLC | 2,543 | $809.2K | 0.19% | +103+4.2% | Added |
| Charter Oak Capital Management, LLC | 2,540 | $808.1K | 0.11% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 2,533 | $806.0K | 0.05% | −1,346−34.7% | Reduced |
| Kula Investments, LLC | 2,532 | $805.6K | 0.20% | +2,532 | New |
| Wealth Alliance | 2,530 | $805.1K | 0.13% | +401+18.8% | Added |
| Rockefeller Capital Management L.P. | 2,507 | $797.0K | 0.00% | +5+0.2% | Added |
| Northeast Financial Consultants Inc | 2,500 | $795.4K | 0.05% | +2,500 | New |
| Atlas Private Wealth Management | 2,487 | $791.2K | 0.48% | +2,487 | New |
| MML Investors Services, LLC | 2,478 | $789.0K | 0.01% | −438−15.0% | Reduced |
| Ethic Inc. | 2,456 | $781.3K | 0.03% | +765+45.2% | Added |
| Change Path, LLC | 2,451 | $780.0K | 0.04% | +65+2.7% | Added |
| Bokf, NA | 2,411 | $767.1K | 0.02% | −5,371−69.0% | Reduced |
| Linden Thomas Advisory Services, LLC | 2,394 | $761.7K | 0.19% | +385+19.2% | Added |
| Landscape Capital Management, L.L.C. | 2,374 | $755.3K | 0.10% | +2,374 | New |
| Crawford Investment Counsel Inc | 2,315 | $736.5K | 0.02% | −17−0.7% | Reduced |
| CTC Capital Management, LLC | 2,300 | $731.8K | 1.53% | +2,300 | New |
| TrinityPoint Wealth, LLC | 2,266 | $721.1K | 0.15% | −6−0.3% | Reduced |
| Ensemble Capital Management, LLC | 2,235 | $711.1K | 0.07% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 2,225 | $707.9K | 0.05% | +976+78.1% | Added |
| Advisor Partners II, LLC | 2,219 | $706.0K | 0.04% | +358+19.2% | Added |
| Financial Advisory Service, Inc. | 2,193 | $697.6K | 0.08% | +10+0.5% | Added |
| DekaBank Deutsche Girozentrale | 2,200 | $690.0K | 0.00% | −550−20.0% | Reduced |
| Silvercrest Asset Management Group LLC | 2,150 | $684.0K | 0.01% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 2,127 | $677.0K | 0.03% | −5,200−71.0% | Reduced |
| Horizon Investments, LLC | 2,126 | $671.2K | 0.02% | +10.0% | Added |
| Compass Ion Advisors, LLC | 2,066 | $657.2K | 0.17% | +417+25.3% | Added |
| Occudo Quantitative Strategies LP | 2,041 | $649.4K | 0.06% | −2,202−51.9% | Reduced |
| Capital Analysts, LLC | 2,035 | $647.0K | 0.04% | +5+0.2% | Added |
| Groesbeck Investment Management Corp | 2,025 | $644.0K | 0.97% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,000 | $636.3K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,979 | $629.6K | 0.00% | −189−8.7% | Reduced |
| Birch Capital Management, LLC | 1,971 | $627.1K | 0.40% | +400+25.5% | Added |
| Parsec Financial Management, Inc. | 1,870 | $595.0K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,852 | $589.0K | 0.02% | +708+61.9% | Added |
| Waratah Capital Advisors Ltd. | 1,836 | $584.1K | 0.03% | −3,826−67.6% | Reduced |
| Belpointe Asset Management LLC | 1,834 | $583.4K | 0.03% | +227+14.1% | Added |
| Parsons Capital Management Inc | 1,832 | $582.9K | 0.05% | +10+0.5% | Added |
| Bridgefront Capital, LLC | 1,813 | $576.8K | 0.35% | +1,813 | New |
| Procyon Private Wealth Partners, LLC | 1,806 | $574.6K | 0.10% | +1,806 | New |
| Impax Asset Management Group plc | 1,797 | $571.7K | 0.00% | −387−17.7% | Reduced |
| XTX Topco Ltd | 1,792 | $570.1K | 0.12% | +1,792 | New |
| LVW Advisors, LLC | 1,734 | $551.7K | 0.11% | −45−2.5% | Reduced |
| Equitable Trust Co | 1,724 | $548.5K | 0.04% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,723 | $548.0K | 0.02% | −6−0.3% | Reduced |
| Teza Capital Management LLC | 1,708 | $543.4K | 0.12% | +589+52.6% | Added |
| Shelton Capital Management | 1,688 | $537.1K | 0.02% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 1,662 | $529.0K | 0.11% | +650+64.2% | Added |
| Moody Lynn & Lieberson, LLC | 1,643 | $522.7K | 0.05% | +18+1.1% | Added |
| Parallel Advisors, LLC | 1,642 | $522.5K | 0.02% | +18+1.1% | Added |
| Commerce Bank | 1,620 | $515.4K | 0.00% | +231+16.6% | Added |
| Eqis Capital Management, Inc. | 1,619 | $515.1K | 0.06% | −248−13.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,619 | $515.1K | 0.06% | −49−2.9% | Reduced |
| Integrated Wealth Concepts LLC | 1,614 | $513.0K | 0.01% | +164+11.3% | Added |
| Icon Wealth Partners, LLC | 1,602 | $509.5K | 0.06% | +1,602 | New |
| M&T Bank Corp | 1,598 | $508.8K | 0.00% | +267+20.1% | Added |
| VisionPoint Advisory Group, LLC | 1,476 | $496.8K | 0.22% | −613−29.3% | Reduced |
| Quantamental Technologies LLC | 1,530 | $486.8K | 0.26% | −1,136−42.6% | Reduced |
| PDT Partners, LLC | 1,502 | $477.9K | 0.06% | +94+6.7% | Added |
| Advocate Group LLC | 1,501 | $477.6K | 0.10% | 00.0% | Unchanged |
| Romano Brothers and Company | 1,500 | $477.2K | 0.07% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,494 | $475.4K | 0.01% | +32+2.2% | Added |
| Webster Bank, N. A. | 1,493 | $475.0K | 0.06% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 1,505 | $467.0K | 0.02% | −303−16.8% | Reduced |
| Perfromance Wealth Partners, LLC | 1,465 | $466.1K | 0.02% | +1,465 | New |
| Avidian Wealth Solutions, LLC | 1,448 | $460.6K | 0.03% | −1−0.1% | Reduced |