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 |
|---|---|---|---|---|---|
| Yarbrough Capital, LLC | 1,447 | $460.4K | 0.04% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 1,433 | $455.9K | 0.00% | −917−39.0% | Reduced |
| Bank of Nova Scotia | 1,433 | $455.9K | 0.00% | +1,433 | New |
| Avestar Capital, LLC | 1,426 | $453.7K | 0.09% | +45+3.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,375 | $437.5K | 0.07% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,266 | $436.6K | 0.58% | +35+2.8% | Added |
| First Bank & Trust | 1,341 | $426.7K | 0.11% | +2+0.1% | Added |
| Americana Partners, LLC | 1,327 | $422.4K | 0.07% | +1,327 | New |
| Atria Wealth Solutions, Inc. | 1,292 | $411.0K | 0.01% | +1,292 | New |
| Cerity Partners LLC | 1,271 | $406.4K | 0.00% | −62−4.7% | Reduced |
| Symmetry Partners, LLC | 1,273 | $405.0K | 0.02% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,271 | $404.4K | 0.01% | +46+3.8% | Added |
| Kenfarb & Co. | 1,245 | $396.1K | 0.35% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 1,227 | $390.4K | 0.16% | +1,227 | New |
| Saturna Capital CORP | 1,188 | $378.0K | 0.01% | +1,188 | New |
| Veritable, L.P. | 1,177 | $374.5K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 1,169 | $371.9K | 0.00% | +59+5.3% | Added |
| Park National Corp | 1,160 | $369.1K | 0.02% | +30+2.7% | Added |
| Insight Folios Inc | 1,147 | $365.0K | 0.16% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,140 | $362.7K | 0.02% | −87−7.1% | Reduced |
| Fifth Third Bancorp | 1,132 | $360.2K | 0.00% | +79+7.5% | Added |
| Diametric Capital, LP | 1,113 | $354.1K | 0.17% | +1,113 | New |
| Centennial Wealth Advisory LLC | 1,087 | $345.9K | 0.18% | −435−28.6% | Reduced |
| Park Place Capital Corp | 1,071 | $340.7K | 0.10% | −27−2.5% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 1,050 | $334.0K | 0.01% | +1,050 | New |
| Axq Capital, LP | 1,046 | $332.8K | 0.13% | +1,046 | New |
| Chase Investment Counsel Corp | 1,037 | $329.0K | 0.18% | +88+9.3% | Added |
| Williams Jones Wealth Management, LLC. | 1,016 | $323.3K | 0.01% | +1,016 | New |
| Crescent Grove Advisors, LLC | 1,003 | $319.1K | 0.04% | −25−2.4% | Reduced |
| Clarius Group, LLC | 1,000 | $318.2K | 0.03% | 00.0% | Unchanged |
| Versor Investments LP | 987 | $314.0K | 0.04% | −2,535−72.0% | Reduced |
| EverSource Wealth Advisors, LLC | 967 | $307.9K | 0.04% | +70+7.8% | Added |
| Coury Firm Asset Management LLC | 966 | $307.5K | 0.43% | −2−0.2% | Reduced |
| Confluence Wealth Services, Inc. | 951 | $302.6K | 0.07% | +951 | New |
| Flagship Harbor Advisors, LLC | 947 | $301.2K | 0.03% | +3+0.3% | Added |
| Boston Private Wealth LLC | 916 | $291.5K | 0.00% | −200−17.9% | Reduced |
| Delta Financial Group, Inc. | 914 | $291.0K | 0.11% | 00.0% | Unchanged |
| Ellevest, Inc. | 900 | $286.3K | 0.02% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 908 | $286.2K | 0.04% | −72−7.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 890 | $283.2K | 0.02% | +76+9.3% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 870 | $276.8K | 0.01% | +870 | New |
| Sound View Wealth Advisors Group, LLC | 868 | $276.2K | 0.04% | −66−7.1% | Reduced |
| StoneX Group Inc. | 866 | $275.4K | 0.03% | +866 | New |
| Penserra Capital Management LLC | 858 | $272.0K | 0.01% | −21−2.4% | Reduced |
| Quantum Private Wealth, LLC | 854 | $271.6K | 0.15% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 852 | $271.1K | 0.04% | −263−23.6% | Reduced |
| CIBC Private Wealth Group, LLC | 847 | $269.5K | 0.00% | +847 | New |
| Sonen Capital LLC | 842 | $267.9K | 0.45% | −422−33.4% | Reduced |
| Toroso Investments, LLC | 816 | $260.0K | 0.01% | +816 | New |
| LGT Financial Advisors LLC | 815 | $259.4K | 0.48% | −279−25.5% | Reduced |
| Levin Capital Strategies, L.P. | 800 | $254.5K | 0.03% | +800 | New |
| Arkadios Wealth Advisors | 790 | $251.3K | 0.03% | +790 | New |
| Brookfield Asset Management Inc. | 787 | $250.4K | 0.00% | +787 | New |
| JTC Employer Solutions Trusteee Ltd | 780 | $248.0K | 0.03% | 00.0% | Unchanged |
| Lincoln National Corp | 777 | $247.3K | 0.01% | +777 | New |
| Northside Capital Management, LLC | 768 | $244.4K | 0.07% | −38−4.7% | Reduced |
| Oak Thistle LLC | 759 | $241.5K | 0.14% | +759 | New |
| Dorsey & Whitney Trust CO LLC | 756 | $240.5K | 0.02% | +756 | New |
| Caxton Associates LP | 752 | $239.3K | 0.04% | −4,626−86.0% | Reduced |
| Axxcess Wealth Management, LLC | 741 | $235.8K | 0.02% | +741 | New |
| Checchi Capital Advisers, LLC | 734 | $233.5K | 0.02% | +734 | New |
| David Loasby | 768 | $231.8K | 0.03% | +768 | New |
| Palogic Value Management, L.P. | 726 | $231.0K | 0.11% | +726 | New |
| Taylor Hoffman Wealth Management | 724 | $230.3K | 0.13% | +724 | New |
| Boothbay Fund Management, LLC | 715 | $227.5K | 0.01% | +715 | New |
| Triad Investment Management | 714 | $227.2K | 0.33% | +714 | New |
| Lake Street Financial LLC | 711 | $226.2K | 0.04% | −150−17.4% | Reduced |
| Intrust Bank NA | 704 | $224.0K | 0.03% | +704 | New |
| Oak Ridge Investments LLC | 702 | $223.3K | 0.03% | −105−13.0% | Reduced |
| Affinity Investment Advisors, LLC | 700 | $222.7K | 0.12% | +700 | New |
| Wealth Management Solutions, LLC | 682 | $217.1K | 0.12% | +682 | New |
| Brainard Capital Management LLC | 678 | $215.7K | 0.17% | +678 | New |
| Twin Tree Management, LP | 676 | $215.1K | 0.01% | −4,657−87.3% | Reduced |
| Woodstock Corp | 675 | $214.8K | 0.03% | +675 | New |
| Private Advisor Group, LLC | 668 | $212.7K | 0.00% | +668 | New |
| Jag Capital Management, LLC | 667 | $212.2K | 0.03% | +667 | New |
| Pathstone Family Office, LLC | 665 | $211.6K | 0.00% | +665 | New |
| Covestor Ltd | 652 | $208.0K | 0.18% | +30+4.8% | Added |
| MAI Capital Management | 652 | $207.4K | 0.00% | +652 | New |
| River Wealth Advisors LLC | 647 | $205.8K | 0.04% | +647 | New |
| InterOcean Capital Group, LLC | 636 | $202.3K | 0.01% | +636 | New |
| Heartwood Wealth Advisors LLC | 635 | $202.0K | 0.03% | +635 | New |
| Tradition Wealth Management, LLC | 551 | $175.0K | 0.02% | +551 | New |
| Signaturefd, LLC | 547 | $174.0K | 0.00% | −7−1.3% | Reduced |
| International Assets Investment Management, LLC | 515 | $163.9K | 0.02% | +515 | New |
| Compagnie Lombard Odier SCmA | 500 | $159.1K | 0.00% | +500 | New |
| Pinebridge Investments, L.P. | 485 | $154.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 462 | $147.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 456 | $145.0K | 0.00% | +36+8.6% | Added |
| Heritage Wealth Advisors | 453 | $144.2K | 0.01% | −190−29.5% | Reduced |
| Baldwin Brothers Inc | 450 | $143.2K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 442 | $140.6K | 0.10% | +442 | New |
| CWM, LLC | 429 | $137.0K | 0.00% | −10−2.3% | Reduced |
| Geneos Wealth Management Inc. | 411 | $130.8K | 0.01% | +92+28.8% | Added |
| Advisory Services Network, LLC | 406 | $129.3K | 0.00% | −2−0.5% | Reduced |
| Salem Investment Counselors Inc | 400 | $127.3K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 392 | $125.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 350 | $111.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 347 | $110.5K | 0.03% | −3−0.9% | Reduced |
| Central Trust Co | 330 | $105.0K | 0.00% | +5+1.5% | Added |