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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Trust Co NA | 170 | $64.8K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 182 | $69.3K | 0.04% | −39−17.6% | Reduced |
| Lumature Wealth Partners, LLC | 191 | $72.9K | 0.04% | +6+3.2% | Added |
| Whittier Trust Co | 200 | $76.3K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 200 | $76.3K | 0.00% | +200 | New |
| Trust Co of Vermont | 222 | $84.7K | 0.01% | −76−25.5% | Reduced |
| IMA Wealth, Inc. | 225 | $85.8K | 0.02% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 230 | $87.7K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 270 | $103.0K | 0.02% | +19+7.6% | Added |
| Colonial Trust Co | 277 | $105.7K | 0.03% | +163+143.0% | Added |
| Evermay Wealth Management LLC | 305 | $116.3K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 330 | $125.9K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 334 | $127.4K | 0.01% | +334 | New |
| RFP Financial Group LLC | 340 | $129.7K | 0.05% | +190+126.7% | Added |
| Endurance Wealth Management, Inc. | 350 | $134.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 367 | $140.1K | 0.03% | +20+5.8% | Added |
| Federation des caisses Desjardins du Quebec | 381 | $145.3K | 0.00% | +169+79.7% | Added |
| Quadrant Capital Group LLC | 401 | $153.0K | 0.02% | +80+24.9% | Added |
| Trivant Custom Portfolio Group, LLC | 422 | $161.0K | 0.11% | −20−4.5% | Reduced |
| Huntington National Bank | 436 | $166.3K | 0.00% | +209+92.1% | Added |
| First Horizon Advisors, Inc. | 438 | $167.1K | 0.01% | −24−5.2% | Reduced |
| CWM, LLC | 447 | $170.0K | 0.00% | +18+4.2% | Added |
| IFP Advisors, Inc | 915 | $170.1K | 0.01% | +660+258.8% | Added |
| Baldwin Brothers Inc | 450 | $171.7K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 453 | $172.8K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 478 | $182.0K | 0.00% | +22+4.8% | Added |
| Compagnie Lombard Odier SCmA | 500 | $190.7K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 503 | $191.9K | 0.01% | +92+22.4% | Added |
| Signaturefd, LLC | 514 | $196.1K | 0.01% | −33−6.0% | Reduced |
| Beaumont Financial Advisors, LLC | 526 | $200.7K | 0.02% | +526 | New |
| Ieq Capital, LLC | 529 | $202.0K | 0.00% | +529 | New |
| United Capital Financial Advisers, LLC | 543 | $207.2K | 0.00% | +543 | New |
| Covestor Ltd | 543 | $208.0K | 0.16% | −109−16.7% | Reduced |
| InterOcean Capital Group, LLC | 547 | $208.7K | 0.01% | −89−14.0% | Reduced |
| APG Asset Management N.V. | 600 | $209.8K | 0.00% | +600 | New |
| Aureus Asset Management, LLC | 551 | $210.2K | 0.02% | +551 | New |
| Thrive Wealth Management, LLC | 555 | $211.7K | 0.05% | +555 | New |
| Tradition Wealth Management, LLC | 555 | $212.0K | 0.02% | +4+0.7% | Added |
| International Assets Investment Management, LLC | 558 | $212.9K | 0.03% | +43+8.3% | Added |
| Evergreen Capital Management LLC | 562 | $214.4K | 0.01% | +562 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 568 | $216.7K | 0.05% | +568 | New |
| Greenleaf Trust | 570 | $217.4K | 0.00% | +570 | New |
| StoneX Group Inc. | 571 | $217.8K | 0.02% | −295−34.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 573 | $218.6K | 0.03% | +573 | New |
| Dynamic Advisor Solutions LLC | 574 | $219.0K | 0.01% | +574 | New |
| Boyar Asset Management Inc. | 577 | $220.1K | 0.16% | +577 | New |
| Legacy Trust | 580 | $221.3K | 0.06% | +580 | New |
| Waldron Private Wealth LLC | 583 | $222.4K | 0.01% | +583 | New |
| Independent Wealth Network Inc. | 588 | $224.3K | 0.13% | +588 | New |
| Wealth Management Solutions, LLC | 590 | $225.1K | 0.15% | −92−13.5% | Reduced |
| Savant Capital, LLC | 597 | $227.7K | 0.00% | +597 | New |
| River Wealth Advisors LLC | 600 | $228.9K | 0.04% | −47−7.3% | Reduced |
| Prio Wealth Limited Partnership | 602 | $229.6K | 0.01% | +602 | New |
| MJP Associates Inc | 619 | $236.2K | 0.08% | +619 | New |
| FourThought Financial Partners, LLC | 624 | $238.3K | 0.03% | +624 | New |
| iA Global Asset Management Inc. | 626 | $239.0K | 0.01% | +626 | New |
| Echo Street Capital Management LLC | 627 | $239.2K | 0.00% | +627 | New |
| Lake Street Financial LLC | 631 | $240.7K | 0.04% | −80−11.3% | Reduced |
| Veriti Management LLC | 632 | $241.2K | 0.03% | +632 | New |
| Ossiam | 637 | $243.0K | 0.00% | +366+135.1% | Added |
| Sawtooth Solutions, LLC | 640 | $244.1K | 0.01% | +640 | New |
| Bleakley Financial Group, LLC | 640 | $244.1K | 0.01% | +640 | New |
| ISAM Funds (UK) Ltd | 642 | $244.9K | 0.22% | +642 | New |
| Diametric Capital, LP | 645 | $246.0K | 0.11% | −468−42.0% | Reduced |
| MAI Capital Management | 652 | $248.8K | 0.00% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 667 | $254.4K | 0.03% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 673 | $256.7K | 0.00% | −619−47.9% | Reduced |
| Woodstock Corp | 675 | $257.5K | 0.03% | 00.0% | Unchanged |
| Quantbot Technologies LP | 683 | $260.5K | 0.02% | +683 | New |
| O'Shaughnessy Asset Management, LLC | 689 | $262.8K | 0.00% | +689 | New |
| Gitterman Wealth Management, LLC | 690 | $263.4K | 0.12% | +690 | New |
| Dorsey Wright & Associates | 697 | $266.0K | 0.08% | +697 | New |
| Axxcess Wealth Management, LLC | 699 | $266.8K | 0.02% | −42−5.7% | Reduced |
| LGT Financial Advisors LLC | 699 | $266.8K | 0.28% | −116−14.2% | Reduced |
| Alberta Investment Management Corp | 700 | $267.0K | 0.00% | +700 | New |
| Palogic Value Management, L.P. | 703 | $268.2K | 0.13% | −23−3.2% | Reduced |
| Arkadios Wealth Advisors | 708 | $269.9K | 0.03% | −82−10.4% | Reduced |
| Intrust Bank NA | 711 | $271.2K | 0.03% | +7+1.0% | Added |
| Triad Investment Management | 714 | $272.4K | 0.38% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 724 | $276.2K | 0.14% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 724 | $276.2K | 0.04% | +89+14.0% | Added |
| Checchi Capital Advisers, LLC | 728 | $277.7K | 0.02% | −6−0.8% | Reduced |
| Penserra Capital Management LLC | 761 | $290.0K | 0.01% | −97−11.3% | Reduced |
| Capstone Investment Advisors, LLC | 762 | $290.7K | 0.01% | +762 | New |
| Dorsey & Whitney Trust CO LLC | 765 | $291.8K | 0.02% | +9+1.2% | Added |
| Northside Capital Management, LLC | 772 | $294.3K | 0.10% | +4+0.5% | Added |
| JTC Employer Solutions Trusteee Ltd | 780 | $298.0K | 0.03% | 00.0% | Unchanged |
| Lincoln National Corp | 786 | $300.0K | 0.01% | +9+1.2% | Added |
| Voya Financial Advisors, Inc. | 801 | $302.3K | 0.04% | −107−11.8% | Reduced |
| Levin Capital Strategies, L.P. | 800 | $305.2K | 0.04% | 00.0% | Unchanged |
| Univest Financial Corp | 802 | $305.9K | 0.09% | +802 | New |
| David Loasby | 821 | $306.0K | 0.03% | +53+6.9% | Added |
| Boston Private Wealth LLC | 837 | $319.3K | 0.01% | −79−8.6% | Reduced |
| CIBC Private Wealth Group, LLC | 841 | $320.8K | 0.00% | −6−0.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 874 | $333.4K | 0.04% | +6+0.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 880 | $336.0K | 0.02% | +880 | New |
| Ellevest, Inc. | 908 | $346.4K | 0.03% | +8+0.9% | Added |
| Coury Firm Asset Management LLC | 939 | $358.0K | 0.52% | −27−2.8% | Reduced |
| Two Sigma Securities, LLC | 941 | $359.0K | 0.03% | +941 | New |
| EverSource Wealth Advisors, LLC | 969 | $369.6K | 0.04% | +2+0.2% | Added |