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Livermore
Livermore
ZHEN

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

Q2 2023 vs. Q1 2023

How the institutions holding Watsco Inc changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of WSO: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders6156677+68
Shares34.6M17.1K35.5M+945.8K (+2.7%)
Value$11.0B$5.45M$13.5B+$2.54B (+23.2%)

6 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (122)

Institutions that held Watsco Inc at the end of Q2 2023 but not at the end of Q1 2023.

Showing the largest 100 of 122 by value.

Institutions new to WSO in Q2 2023
InstitutionSharesValue% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.77,984$29.7M0.02%
Caisse de Depot Et Placement du Quebec75,658$28.9M0.08%
Jennison Associates LLC51,343$19.6M0.02%
Scopus Asset Management, L.P.36,000$13.7M0.48%
Walleye Capital LLC31,060$11.8M0.21%
BI Asset Management Fondsmaeglerselskab A/S29,832$11.4M0.27%
Driehaus Capital Management LLC29,679$11.3M0.14%
Forsta Ap-Fonden23,200$8.85M0.10%
Andra AP-fonden19,400$7.40M0.19%
Mn Services Vermogensbeheer B.V.15,800$6.03M0.06%
Buck Wealth Strategies, LLC15,630$5.96M2.59%
Asset Management One Co.,Ltd.13,282$5.07M0.02%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund12,900$4.92M0.06%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.12,590$4.80M0.01%
Empowered Funds, LLC12,115$4.62M0.16%
EA Series Trust12,115$4.62M0.16%
Genus Capital Management Inc.12,095$4.61M0.68%
Korea Investment CORP10,344$3.95M0.01%
Worldquant Millennium Advisors LLC9,768$3.73M0.06%
Achmea Investment Management B.V.9,287$3.54M0.07%
Zacks Investment Management9,181$3.50M0.04%
Toronto Dominion Bank7,997$3.05M0.00%
Second Half Financial Partners, LLC7,710$2.94M0.67%
Advisory Research Inc7,446$2.84M0.36%
Monument Capital Management7,133$2.72M0.87%
Storebrand Asset Management AS6,891$2.63M0.01%
Skandinaviska Enskilda Banken AB (publ)6,646$2.54M0.02%
IFM Investors Pty Ltd6,621$2.53M0.03%
Cresset Asset Management, LLC6,333$2.42M0.02%
Tredje AP-fonden6,008$2.29M0.03%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management5,931$2.26M0.09%
Pacer Advisors, Inc.5,900$2.25M0.01%
AXA S.A.5,704$2.18M0.01%
Bridgeway Capital Management, LLC5,130$1.96M0.05%
Dakota Wealth Management4,611$1.76M0.08%
Girard Partners Ltd.4,084$1.56M0.16%
Nordwand Advisors, LLC3,991$1.52M0.26%
Nissay Asset Management Corp3,664$1.40M0.01%
Capital Investment Advisory Services, LLC3,485$1.33M0.13%
Gulf International Bank (UK) Ltd3,333$1.27M0.03%
Portside Wealth Group, LLC3,279$1.25M0.23%
British Columbia Investment Management Corp3,001$1.14M0.01%
CoreCap Advisors, LLC2,760$1.05M0.08%
TD Asset Management Inc2,524$962.8K0.00%
Graham Capital Management, L.P.2,501$954.1K0.03%
Sumitomo Mitsui DS Asset Management Company, Ltd2,467$941.1K0.01%
Prudential PLC2,148$819.4K0.01%
Alpha DNA Investment Management LLC2,114$806.4K0.46%
Daiwa Securities Group Inc.2,000$763.0K0.01%
Shaker Investments LLC1,972$752.3K0.38%
Virtu Financial LLC1,909$728.0K0.06%
Modera Wealth Management, LLC1,881$717.5K0.01%
Burns Matteson Capital Management, LLC1,737$662.6K0.41%
Nebula Research & Development LLC1,643$626.8K0.47%
E. Ohman J:or Asset Management AB1,600$610.4K0.02%
Mach-1 Financial Group, Inc.1,470$560.8K0.22%
Winton Group Ltd1,370$522.6K0.04%
Robeco Institutional Asset Management B.V.1,313$500.9K0.00%
Independent Advisor Alliance1,311$500.1K0.02%
Capula Management Ltd1,280$488.3K0.06%
Pine Valley Investments Ltd Liability Co1,229$468.8K0.05%
Mirabella Financial Services LLP1,145$436.8K0.05%
Roundview Capital LLC1,027$391.8K0.04%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,006$384.0K0.00%
Tompkins Financial Corp1,000$381.5K0.06%
Autumn Glory Partners, LLC975$371.9K0.27%
Two Sigma Securities, LLC941$359.0K0.03%
Meiji Yasuda Asset Management Co Ltd.880$336.0K0.02%
Univest Financial Corp802$305.9K0.09%
Capstone Investment Advisors, LLC762$290.7K0.01%
Alberta Investment Management Corp700$267.0K0.00%
Dorsey Wright & Associates697$266.0K0.08%
Gitterman Wealth Management, LLC690$263.4K0.12%
O'Shaughnessy Asset Management, LLC689$262.8K0.00%
Quantbot Technologies LP683$260.5K0.02%
ISAM Funds (UK) Ltd642$244.9K0.22%
Sawtooth Solutions, LLC640$244.1K0.01%
Bleakley Financial Group, LLC640$244.1K0.01%
Veriti Management LLC632$241.2K0.03%
Echo Street Capital Management LLC627$239.2K0.00%
iA Global Asset Management Inc.626$239.0K0.01%
FourThought Financial Partners, LLC624$238.3K0.03%
MJP Associates Inc619$236.2K0.08%
Prio Wealth Limited Partnership602$229.6K0.01%
Savant Capital, LLC597$227.7K0.00%
Independent Wealth Network Inc.588$224.3K0.13%
Waldron Private Wealth LLC583$222.4K0.01%
Legacy Trust580$221.3K0.06%
Boyar Asset Management Inc.577$220.1K0.16%
Dynamic Advisor Solutions LLC574$219.0K0.01%
Graves-Light Private Wealth Management, Inc.573$218.6K0.03%
Greenleaf Trust570$217.4K0.00%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors568$216.7K0.05%
Evergreen Capital Management LLC562$214.4K0.01%
Thrive Wealth Management, LLC555$211.7K0.05%
Aureus Asset Management, LLC551$210.2K0.02%
APG Asset Management N.V.600$209.8K0.00%
United Capital Financial Advisers, LLC543$207.2K0.00%
Ieq Capital, LLC529$202.0K0.00%
Beaumont Financial Advisors, LLC526$200.7K0.02%

Sold out (54)

Institutions that held Watsco Inc at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of WSO in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
HRT Financial LP60,462$19.2M
Renaissance Technologies LLC40,200$12.8M
Point72 Asset Management, L.P.40,012$12.7M
Millennium Management LLC34,167$10.9M
Schonfeld Strategic Advisors LLC32,478$10.3M
Woodline Partners LP18,529$5.90M
Lighthouse Investment Partners, LLC14,388$4.58M
Jefferies Financial Group Inc.12,107$3.85M
Voloridge Investment Management, LLC8,695$2.77M
Verition Fund Management LLC8,069$2.57M
Marshall Wace, LLP7,773$2.47M
LMR Partners LLP6,653$2.12M
World Equity Group, Inc.17,040$1.85M
Two Sigma Advisers, LP5,800$1.85M
Sowell Financial Services LLC5,179$1.65M
CM Wealth Advisors LLC3,416$1.16M
Centiva Capital, LP3,227$1.03M
Paradigm Asset Management Co LLC3,100$986.3K
San Luis Wealth Advisors LLC2,854$908.0K
Symmetry Investments LP2,800$890.8K
Rockefeller Capital Management L.P.2,507$797.0K
Landscape Capital Management, L.L.C.2,374$755.3K
Bridgefront Capital, LLC1,813$576.8K
Teza Capital Management LLC1,708$543.4K
PDT Partners, LLC1,502$477.9K
Insight Folios Inc1,147$365.0K
Weiss Multi-Strategy Advisers LLC1,050$334.0K
Axq Capital, LP1,046$332.8K
Versor Investments LP987$314.0K
Delta Financial Group, Inc.914$291.0K
Maverick Capital LtdSuperinvestorMaverick Capital870$276.8K
Brookfield Asset Management Inc.787$250.4K
Oak Thistle LLC759$241.5K
Caxton Associates LP752$239.3K
Boothbay Fund Management, LLC715$227.5K
Oak Ridge Investments LLC702$223.3K
Affinity Investment Advisors, LLC700$222.7K
Twin Tree Management, LP676$215.1K
Advisory Services Network, LLC406$129.3K
Salem Investment Counselors Inc400$127.3K
Industrial Alliance Investment Management Inc.244$78.0K
WealthPlan Investment Management, LLC122$38.8K
TCI Wealth Advisors, Inc.49$15.6K
Hallmark Capital Management Inc44$14.0K
Ameritas Advisory Services, LLC38$12.7K
Schubert & Co28$8.91K
Milestone Investment Advisors LLC28$8.91K
Carmichael Hill & Associates, Inc.23$7.32K
Manchester Capital Management LLC18$5.73K
Bangor Savings Bank15$4.77K
Adirondack Trust Co8$2.54K
Gradient Investments LLC5$1.59K
Syverson Strege & Co5$1.59K
PEAK6 Investments LLC2$786

Not filed for Q2 2023 yet (6)

Institutions that held Watsco Inc at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WSO in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Cooper Investors Pty Ltd9,688$3.08M
Kula Investments, LLC2,532$805.6K
CTC Capital Management, LLC2,300$731.8K
Parsec Financial Management, Inc.1,870$595.0K
Brainard Capital Management LLC678$215.7K
Pathway Financial Advisers, LLC57$18.0K