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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, Q2 2023

Institutional positions in Watsco Inc as of Jun 30, 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
677
+68 vs. Q1 2023
Shares held
35.5M
+945.8K (+2.7%) vs. Q1 2023
Total value
$13.5B
+$2.54B (+23.2%) vs. Q1 2023
New holders
122
212 more added
Sold out
54
243 more reduced

6 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 677 institutions
Q1 2021: 464 institutionsQ2 2021: 475 institutionsQ3 2021: 478 institutionsQ4 2021: 521 institutionsQ1 2022: 495 institutionsQ2 2022: 516 institutionsQ3 2022: 538 institutionsQ4 2022: 568 institutionsQ1 2023: 615 institutionsQ2 2023: 677 institutionsQ3 2023: 683 institutionsQ4 2023: 727 institutionsQ1 2024: 746 institutionsQ2 2024: 778 institutionsQ3 2024: 789 institutionsQ4 2024: 822 institutionsQ1 2025: 840 institutionsQ2 2025: 807 institutionsQ3 2025: 780 institutionsQ4 2025: 768 institutionsQ1 2026: 772 institutionsQ2 2026: 787 institutions
Value heldQ2 2023: $13.5B
Q1 2021: $8.06BQ2 2021: $8.80BQ3 2021: $8.12BQ4 2021: $9.61BQ1 2022: $9.46BQ2 2022: $7.74BQ3 2022: $8.59BQ4 2022: $8.51BQ1 2023: $11.0BQ2 2023: $13.5BQ3 2023: $13.7BQ4 2023: $15.3BQ1 2024: $15.6BQ2 2024: $16.7BQ3 2024: $17.4BQ4 2024: $16.8BQ1 2025: $17.9BQ2 2025: $15.3BQ3 2025: $14.6BQ4 2025: $12.6BQ1 2026: $13.9BQ2 2026: $15.7B
Institutions holding WSO and their total value by quarter
QuarterHoldersValue
Q2 2026787$15.7B
Q1 2026772$13.9B
Q4 2025768$12.6B
Q3 2025780$14.6B
Q2 2025807$15.3B
Q1 2025840$17.9B
Q4 2024822$16.8B
Q3 2024789$17.4B
Q2 2024778$16.7B
Q1 2024746$15.6B
Q4 2023727$15.3B
Q3 2023683$13.7B
Q2 2023677$13.5B
Q1 2023615$11.0B
Q4 2022568$8.51B
Q3 2022538$8.59B
Q2 2022516$7.74B
Q1 2022495$9.46B
Q4 2021521$9.61B
Q3 2021478$8.12B
Q2 2021475$8.80B
Q1 2021464$8.06B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q1 2023.

Institutions holding WSO in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
True Wealth Design, LLC1$3820.00%00.0%Unchanged
Longfellow Investment Management Co LLC2$7630.00%00.0%Unchanged
Raffa Wealth Management, LLC2$7630.00%00.0%Unchanged
Quent Capital, LLC2$7750.00%00.0%Unchanged
Financial Management Professionals, Inc.3$1.00K0.00%00.0%Unchanged
Avion Wealth4$1.00K0.00%00.0%Unchanged
Tucker Asset Management LLC5$1.91K0.00%−9−64.3%Reduced
Disciplined Investments, LLC5$1.91K0.00%−1−16.7%Reduced
ICA Group Wealth Management, LLC5$1.91K0.00%00.0%Unchanged
Chilton Capital Management LLC6$2.29K0.00%+6New
SJS Investment Consulting Inc.7$2.67K0.00%00.0%Unchanged
Loomis Sayles & Co L P7$3.00K0.00%+7New
Clearstead Advisors, LLC8$3.05K0.00%−2−20.0%Reduced
Optimum Investment Advisors9$3.43K0.00%00.0%Unchanged
Castleview Partners, LLC9$3.43K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC9$3.43K0.00%+9New
JNBA Financial Advisors9$3.43K0.00%+9New
Bourgeon Capital Management LLC10$3.81K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC10$3.81K0.00%+10New
Glen Eagle Advisors, LLC10$3.81K0.00%+10New
Sofos Investments, Inc.381$4.06K0.02%+63+19.8%Added
Copeland Capital Management, LLC11$4.20K0.00%+11New
Meeder Asset Management Inc12$4.58K0.00%−165−93.2%Reduced
Sunbelt Securities, Inc.12$4.58K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.13$4.96K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc15$5.72K0.00%00.0%Unchanged
Atticus Wealth Management, LLC15$5.75K0.00%+11+275.0%Added
Pin Oak Investment Advisors Inc15$6.00K0.01%00.0%Unchanged
Western Pacific Wealth Management, LP16$6.10K0.00%00.0%Unchanged
Aspire Private Capital, LLC18$6.87K0.00%00.0%Unchanged
Glassman Wealth Services19$7.25K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC20$7.63K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.21$7.88K0.00%00.0%Unchanged
Smithfield Trust Co20$8.00K0.00%00.0%Unchanged
Bartlett & Co. LLC20$8.00K0.00%00.0%Unchanged
Ancora Advisors, LLC21$8.01K0.00%00.0%Unchanged
Baystate Wealth Management LLC21$8.07K0.00%00.0%Unchanged
Earnest Partners LLC23$8.77K0.00%00.0%Unchanged
Hexagon Capital Partners LLC23$8.77K0.00%+16+228.6%Added
Key Financial Inc24$9.15K0.00%00.0%Unchanged
ORG Partners LLC26$9.86K0.00%+26New
Financial Synergies Wealth Advisors, Inc.27$10.3K0.00%−18−40.0%Reduced
WR Wealth Planners, LLC28$10.7K0.00%−9−24.3%Reduced
Bell Investment Advisors, Inc28$10.7K0.00%00.0%Unchanged
Sound Income Strategies, LLC29$11.1K0.00%00.0%Unchanged
Creative Financial Designs Inc29$11.1K0.00%+12+70.6%Added
Macroview Investment Management LLC30$11.4K0.02%+30New
Global Retirement Partners, LLC31$11.8K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC31$11.8K0.00%00.0%Unchanged
American National Bank32$12.2K0.00%00.0%Unchanged
AdvisorNet Financial, Inc35$13.4K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton35$13.4K0.00%00.0%Unchanged
CVA Family Office, LLC35$13.4K0.00%+35New
Bogart Wealth, LLC36$13.7K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.38$14.5K0.01%00.0%Unchanged
Anchor Investment Management, LLC38$14.5K0.00%+38New
Legacy Bridge, LLC40$15.3K0.01%00.0%Unchanged
RE Dickinson Investment Advisors, LLC43$16.0K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC42$16.0K0.00%00.0%Unchanged
Versant Capital Management, Inc42$16.0K0.01%+6+16.7%Added
Solstein Capital, LLC42$16.0K0.01%+42New
Stonebridge Capital Advisors LLC43$16.4K0.00%+43New
Proequities, Inc.46$17.5K0.00%−85−64.9%Reduced
Global Financial Private Client, LLC47$17.8K0.01%00.0%Unchanged
Asset Dedication, LLC50$19.0K0.00%+50New
PSI Advisors, LLC50$19.1K0.01%00.0%Unchanged
Allworth Financial LP55$21.0K0.00%−4−6.8%Reduced
Lindbrook Capital, LLC58$22.1K0.00%+2+3.6%Added
Hall Laurie J Trustee60$23.0K0.01%00.0%Unchanged
West Branch Capital LLC63$24.0K0.01%00.0%Unchanged
Carolinas Wealth Consulting LLC64$24.4K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc65$24.8K0.00%00.0%Unchanged
Bessemer Group Inc66$25.0K0.00%+27+69.2%Added
Ronald Blue Trust, Inc.82$26.0K0.00%−202−71.1%Reduced
Spire Wealth Management71$27.1K0.00%−127−64.1%Reduced
1832 Asset Management L.P.76$29.0K0.00%+18+31.0%Added
Larson Financial Group LLC78$29.8K0.00%00.0%Unchanged
Raleigh Capital Management Inc.80$30.5K0.02%+80New
Venturi Wealth Management, LLC85$32.4K0.00%+18+26.9%Added
Whittier Trust Co of Nevada Inc86$32.8K0.00%00.0%Unchanged
Harbour Investments, Inc.88$33.6K0.00%−50−36.2%Reduced
SRS Capital Advisors, Inc.90$34.3K0.00%−5−5.3%Reduced
Vigilant Capital Management, LLC98$37.0K0.00%+11+12.6%Added
Denali Advisors LLC100$38.1K0.01%−1−1.0%Reduced
O'Dell Group, LLC104$39.7K0.01%+104New
Harvest Fund Management Co., Ltd106$40.0K0.01%+106New
Kistler-Tiffany Companies, LLC115$43.9K0.01%00.0%Unchanged
National Bank of Canada121$46.2K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP123$46.9K0.00%−62−33.5%Reduced
Colonial Trust Advisors130$49.6K0.01%00.0%Unchanged
Coppell Advisory Solutions LLC139$52.5K0.02%+139New
Resources Management Corp140$53.0K0.01%+118+536.4%Added
GoalVest Advisory LLC140$53.4K0.03%+32+29.6%Added
First Manhattan Co147$56.1K0.00%+37+33.6%Added
Cullen/Frost Bankers, Inc.150$57.2K0.00%+150New
JJJ Advisors Inc.157$59.9K0.02%00.0%Unchanged
Walleye Trading LLC160$61.0K0.00%+160New
Massmutual Trust Co FSB164$62.6K0.00%+18+12.3%Added
HM Payson & Co164$62.6K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC167$63.7K0.01%+17+11.3%Added