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 |
|---|---|---|---|---|---|
| Crescent Grove Advisors, LLC | 975 | $371.9K | 0.04% | −28−2.8% | Reduced |
| Autumn Glory Partners, LLC | 975 | $371.9K | 0.27% | +975 | New |
| Clarius Group, LLC | 1,000 | $381.5K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,000 | $381.5K | 0.06% | +1,000 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,006 | $384.0K | 0.00% | +1,006 | New |
| Quantamental Technologies LLC | 1,016 | $387.6K | 0.16% | −514−33.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,024 | $390.6K | 0.03% | +134+15.1% | Added |
| Quantum Private Wealth, LLC | 1,027 | $391.6K | 0.18% | +173+20.3% | Added |
| Roundview Capital LLC | 1,027 | $391.8K | 0.04% | +1,027 | New |
| Chase Investment Counsel Corp | 1,037 | $395.0K | 0.20% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,049 | $400.2K | 0.02% | −91−8.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,050 | $400.5K | 0.07% | −1,567−59.9% | Reduced |
| Park Place Capital Corp | 1,062 | $405.1K | 0.11% | −9−0.8% | Reduced |
| Avestar Capital, LLC | 1,065 | $406.3K | 0.07% | −361−25.3% | Reduced |
| Flagship Harbor Advisors, LLC | 1,078 | $411.1K | 0.03% | +131+13.8% | Added |
| Cubist Systematic Strategies, LLC | 1,100 | $419.6K | 0.00% | −5,942−84.4% | Reduced |
| Centennial Wealth Advisory LLC | 1,132 | $431.9K | 0.23% | +45+4.1% | Added |
| Mirabella Financial Services LLP | 1,145 | $436.8K | 0.05% | +1,145 | New |
| Park National Corp | 1,160 | $442.5K | 0.02% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1,161 | $442.9K | 0.18% | −315−21.3% | Reduced |
| Wakefield Asset Management LLLP | 1,173 | $447.5K | 0.18% | −54−4.4% | Reduced |
| Veritable, L.P. | 1,174 | $447.8K | 0.01% | −3−0.3% | Reduced |
| Fifth Third Bancorp | 1,181 | $450.5K | 0.00% | +49+4.3% | Added |
| Williams Jones Wealth Management, LLC. | 1,216 | $463.9K | 0.01% | +200+19.7% | Added |
| First Bank & Trust | 1,223 | $466.5K | 0.12% | −118−8.8% | Reduced |
| Kenfarb & Co. | 1,225 | $467.3K | 0.41% | −20−1.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 1,229 | $468.8K | 0.05% | +1,229 | New |
| Kestra Advisory Services, LLC | 1,250 | $476.8K | 0.00% | −183−12.8% | Reduced |
| Saturna Capital CORP | 1,258 | $479.9K | 0.01% | +70+5.9% | Added |
| Integrated Wealth Concepts LLC | 1,276 | $486.8K | 0.01% | −338−20.9% | Reduced |
| Assetmark, Inc | 1,278 | $487.5K | 0.00% | +1,249+4,306.9% | Added |
| Capula Management Ltd | 1,280 | $488.3K | 0.06% | +1,280 | New |
| Avidian Wealth Solutions, LLC | 1,286 | $490.6K | 0.03% | −162−11.2% | Reduced |
| Donoghue Forlines LLC | 1,298 | $495.1K | 0.15% | −2,102−61.8% | Reduced |
| Moneta Group Investment Advisors LLC | 1,302 | $496.7K | 0.01% | +31+2.4% | Added |
| Independent Advisor Alliance | 1,311 | $500.1K | 0.02% | +1,311 | New |
| Robeco Institutional Asset Management B.V. | 1,313 | $500.9K | 0.00% | +1,313 | New |
| Phillips Wealth Planners LLC | 1,325 | $505.6K | 0.66% | +59+4.7% | Added |
| Krane Funds Advisors LLC | 1,327 | $506.0K | 0.03% | −178−11.8% | Reduced |
| Eqis Capital Management, Inc. | 1,368 | $521.8K | 0.06% | −251−15.5% | Reduced |
| Winton Group Ltd | 1,370 | $522.6K | 0.04% | +1,370 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,375 | $524.5K | 0.08% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 1,382 | $527.0K | 0.06% | −220−13.7% | Reduced |
| Sonen Capital LLC | 1,426 | $544.0K | 0.90% | +584+69.4% | Added |
| Pathstone Family Office, LLC | 1,370 | $548.2K | 0.01% | +705+106.0% | Added |
| Perfromance Wealth Partners, LLC | 1,460 | $551.9K | 0.03% | −5−0.3% | Reduced |
| Yarbrough Capital, LLC | 1,447 | $552.0K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,461 | $557.4K | 0.02% | −181−11.0% | Reduced |
| Commerce Bank | 1,462 | $557.7K | 0.00% | −158−9.8% | Reduced |
| Mach-1 Financial Group, Inc. | 1,470 | $560.8K | 0.22% | +1,470 | New |
| Symmetry Partners, LLC | 1,488 | $568.0K | 0.03% | +215+16.9% | Added |
| Webster Bank, N. A. | 1,493 | $569.5K | 0.07% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,500 | $572.2K | 0.00% | −500−25.0% | Reduced |
| Romano Brothers and Company | 1,500 | $572.2K | 0.09% | 00.0% | Unchanged |
| Advocate Group LLC | 1,501 | $572.6K | 0.13% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,508 | $575.6K | 0.06% | −326−17.8% | Reduced |
| Confluence Wealth Services, Inc. | 1,510 | $576.0K | 0.12% | +559+58.8% | Added |
| Impax Asset Management Group plc | 1,552 | $592.0K | 0.00% | −245−13.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,564 | $596.6K | 0.01% | +70+4.7% | Added |
| Baker Tilly Wealth Management, LLC | 1,566 | $597.4K | 0.06% | −53−3.3% | Reduced |
| Compass Ion Advisors, LLC | 1,580 | $602.8K | 0.15% | −486−23.5% | Reduced |
| E. Ohman J:or Asset Management AB | 1,600 | $610.4K | 0.02% | +1,600 | New |
| Moody Lynn & Lieberson, LLC | 1,609 | $613.8K | 0.05% | −34−2.1% | Reduced |
| Shelton Capital Management | 1,639 | $625.2K | 0.02% | −49−2.9% | Reduced |
| Nebula Research & Development LLC | 1,643 | $626.8K | 0.47% | +1,643 | New |
| Equitable Trust Co | 1,647 | $628.3K | 0.05% | −77−4.5% | Reduced |
| SlateStone Wealth, LLC | 1,657 | $632.0K | 0.12% | −5−0.3% | Reduced |
| Waratah Capital Advisors Ltd. | 1,661 | $633.6K | 0.03% | −175−9.5% | Reduced |
| Shell Asset Management Co | 1,716 | $655.0K | 0.03% | −7−0.4% | Reduced |
| LVW Advisors, LLC | 1,719 | $655.7K | 0.13% | −15−0.9% | Reduced |
| Burns Matteson Capital Management, LLC | 1,737 | $662.6K | 0.41% | +1,737 | New |
| Americana Partners, LLC | 1,747 | $666.4K | 0.09% | +420+31.7% | Added |
| Bank of Nova Scotia | 1,760 | $671.4K | 0.00% | +327+22.8% | Added |
| Acadian Asset Management LLC | 1,769 | $674.0K | 0.00% | +1,649+1,374.2% | Added |
| Parsons Capital Management Inc | 1,847 | $704.6K | 0.05% | +15+0.8% | Added |
| Cerity Partners LLC | 1,867 | $712.5K | 0.00% | +596+46.9% | Added |
| Modera Wealth Management, LLC | 1,881 | $717.5K | 0.01% | +1,881 | New |
| Virtu Financial LLC | 1,909 | $728.0K | 0.06% | +1,909 | New |
| Jump Financial, LLC | 1,925 | $734.3K | 0.03% | −4,377−69.5% | Reduced |
| M&T Bank Corp | 1,929 | $735.5K | 0.00% | +331+20.7% | Added |
| ProShare Advisors LLC | 1,953 | $745.0K | 0.00% | −26−1.3% | Reduced |
| Shaker Investments LLC | 1,972 | $752.3K | 0.38% | +1,972 | New |
| Private Advisor Group, LLC | 2,002 | $759.6K | 0.01% | +1,334+199.7% | Added |
| Daiwa Securities Group Inc. | 2,000 | $763.0K | 0.01% | +2,000 | New |
| Procyon Private Wealth Partners, LLC | 2,006 | $765.1K | 0.10% | +200+11.1% | Added |
| Groesbeck Investment Management Corp | 2,025 | $772.0K | 1.18% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,035 | $776.0K | 0.04% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 2,102 | $801.9K | 0.03% | −25−1.2% | Reduced |
| Horizon Investments, LLC | 2,127 | $806.0K | 0.02% | +10.0% | Added |
| Alpha DNA Investment Management LLC | 2,114 | $806.4K | 0.46% | +2,114 | New |
| Prudential PLC | 2,148 | $819.4K | 0.01% | +2,148 | New |
| Connectus Wealth, LLC | 2,165 | $825.9K | 0.02% | −2,500−53.6% | Reduced |
| CIBC Asset Management Inc | 2,198 | $838.5K | 0.00% | +1,029+88.0% | Added |
| Silvercrest Asset Management Group LLC | 2,231 | $851.1K | 0.01% | +81+3.8% | Added |
| Financial Advisory Service, Inc. | 2,232 | $851.3K | 0.11% | +39+1.8% | Added |
| Ensemble Capital Management, LLC | 2,235 | $852.6K | 0.08% | 00.0% | Unchanged |
| Toroso Investments, LLC | 2,261 | $863.0K | 0.03% | +1,445+177.1% | Added |
| XTX Topco Ltd | 2,308 | $880.4K | 0.16% | +516+28.8% | Added |
| Crawford Investment Counsel Inc | 2,315 | $883.1K | 0.02% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 2,320 | $885.0K | 0.04% | +101+4.6% | Added |