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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 321 | $102.1K | 0.01% | +32+11.1% | Added |
| Evermay Wealth Management LLC | 305 | $97.0K | 0.02% | −10−3.2% | Reduced |
| Trust Co of Vermont | 298 | $94.8K | 0.01% | +298 | New |
| Ossiam | 271 | $86.2K | 0.00% | +5+1.9% | Added |
| Farther Finance Advisors, LLC | 251 | $79.9K | 0.02% | +225+865.4% | Added |
| Industrial Alliance Investment Management Inc. | 244 | $78.0K | 0.00% | +51+26.4% | Added |
| Cedar Wealth Management, LLC | 230 | $73.2K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 227 | $72.2K | 0.00% | −81−26.3% | Reduced |
| IMA Wealth, Inc. | 225 | $71.6K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 284 | $71.0K | 0.00% | +142+100.0% | Added |
| Eagle Bay Advisors LLC | 221 | $70.5K | 0.04% | +5+2.3% | Added |
| Federation des caisses Desjardins du Quebec | 212 | $67.5K | 0.00% | +27+14.6% | Added |
| Whittier Trust Co | 200 | $63.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 198 | $63.0K | 0.00% | +128+182.9% | Added |
| Baker Avenue Asset Management, LP | 185 | $58.9K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 185 | $58.9K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 177 | $56.3K | 0.00% | +177 | New |
| Private Trust Co NA | 170 | $54.1K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 164 | $52.2K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 155 | $49.3K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 157 | $49.0K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 150 | $47.7K | 0.05% | −190−55.9% | Reduced |
| BDO Wealth Advisors, LLC | 150 | $47.7K | 0.01% | +150 | New |
| IFP Advisors, Inc | 255 | $47.4K | 0.00% | −184−41.9% | Reduced |
| Massmutual Trust Co FSB | 146 | $46.5K | 0.00% | +29+24.8% | Added |
| Harbour Investments, Inc. | 138 | $43.9K | 0.00% | +49+55.1% | Added |
| Proequities, Inc. | 131 | $41.7K | 0.00% | −22−14.4% | Reduced |
| Colonial Trust Advisors | 130 | $41.4K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 122 | $38.8K | 0.01% | +122 | New |
| National Bank of Canada | 121 | $38.5K | 0.00% | −2,151−94.7% | Reduced |
| Acadian Asset Management LLC | 120 | $38.0K | 0.00% | +120 | New |
| Kistler-Tiffany Companies, LLC | 115 | $36.6K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 114 | $36.3K | 0.01% | +50+78.1% | Added |
| First Manhattan Co | 110 | $35.0K | 0.00% | −345−75.8% | Reduced |
| GoalVest Advisory LLC | 108 | $34.4K | 0.02% | +4+3.8% | Added |
| Denali Advisors LLC | 101 | $32.1K | 0.01% | +1+1.0% | Added |
| SRS Capital Advisors, Inc. | 95 | $30.2K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 87 | $28.0K | 0.00% | −36−29.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 86 | $27.4K | 0.00% | −16−15.7% | Reduced |
| Larson Financial Group LLC | 78 | $24.8K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 67 | $21.3K | 0.00% | +67 | New |
| Armstrong Advisory Group, Inc | 65 | $20.7K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 64 | $20.4K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 63 | $20.0K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 60 | $19.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 59 | $18.8K | 0.00% | +52+742.9% | Added |
| 1832 Asset Management L.P. | 58 | $18.5K | 0.00% | +58 | New |
| Pathway Financial Advisers, LLC | 57 | $18.0K | 0.01% | +1+1.8% | Added |
| Lindbrook Capital, LLC | 56 | $17.8K | 0.00% | +23+69.7% | Added |
| PSI Advisors, LLC | 50 | $15.9K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 49 | $15.6K | 0.00% | +1+2.1% | Added |
| Global Financial Private Client, LLC | 47 | $15.0K | 0.01% | +31+193.8% | Added |
| Financial Synergies Wealth Advisors, Inc. | 45 | $14.3K | 0.00% | +18+66.7% | Added |
| RE Dickinson Investment Advisors, LLC | 43 | $14.0K | 0.00% | −41−48.8% | Reduced |
| Hallmark Capital Management Inc | 44 | $14.0K | 0.00% | +44 | New |
| JFS Wealth Advisors, LLC | 42 | $13.4K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 40 | $12.7K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 38 | $12.7K | 0.00% | +38 | New |
| Sutton Wealth Advisors Inc. | 38 | $12.1K | 0.01% | −5−11.6% | Reduced |
| Bessemer Group Inc | 39 | $12.0K | 0.00% | −359−90.2% | Reduced |
| WR Wealth Planners, LLC | 37 | $11.8K | 0.01% | +37 | New |
| Bogart Wealth, LLC | 36 | $11.5K | 0.00% | +36 | New |
| Versant Capital Management, Inc | 36 | $11.4K | 0.00% | +13+56.5% | Added |
| Rosenberg Matthew Hamilton | 35 | $11.1K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 35 | $11.1K | 0.00% | +4+12.9% | Added |
| Global Retirement Partners, LLC | 31 | $10.5K | 0.00% | +5+19.2% | Added |
| American National Bank | 32 | $10.2K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 31 | $9.86K | 0.00% | −45−59.2% | Reduced |
| Assetmark, Inc | 29 | $9.23K | 0.00% | +29 | New |
| Sound Income Strategies, LLC | 29 | $9.23K | 0.00% | +29 | New |
| Schubert & Co | 28 | $8.91K | 0.01% | +1+3.7% | Added |
| Bell Investment Advisors, Inc | 28 | $8.91K | 0.00% | +4+16.7% | Added |
| Milestone Investment Advisors LLC | 28 | $8.91K | 0.00% | +28 | New |
| Key Financial Inc | 24 | $7.64K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 23 | $7.32K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 23 | $7.32K | 0.00% | +23 | New |
| TD Waterhouse Canada Inc. | 21 | $6.72K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 21 | $6.68K | 0.00% | +20+2,000.0% | Added |
| Ancora Advisors, LLC | 21 | $6.68K | 0.00% | −7−25.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 20 | $6.36K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 19 | $6.04K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 18 | $5.73K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 18 | $5.73K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 17 | $5.41K | 0.00% | +17 | New |
| Western Pacific Wealth Management, LP | 16 | $5.09K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 15 | $5.00K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 15 | $4.77K | 0.00% | −2−11.8% | Reduced |
| Bangor Savings Bank | 15 | $4.77K | 0.00% | +15 | New |
| Tucker Asset Management LLC | 14 | $4.45K | 0.00% | +9+180.0% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 13 | $4.14K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 12 | $3.78K | 0.00% | +12 | New |
| Bourgeon Capital Management LLC | 10 | $3.18K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 10 | $3.18K | 0.00% | +10 | New |
| Optimum Investment Advisors | 9 | $2.86K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 9 | $2.86K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 8 | $2.54K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $2.23K | 0.00% | +1+16.7% | Added |
| Hexagon Capital Partners LLC | 7 | $2.23K | 0.00% | +5+250.0% | Added |