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 |
|---|---|---|---|---|---|
| TrinityPoint Wealth, LLC | 2,321 | $885.3K | 0.17% | +55+2.4% | Added |
| Mayflower Financial Advisors, LLC | 2,334 | $890.4K | 0.12% | +1,482+173.9% | Added |
| Johnson Financial Group, Inc. | 2,356 | $898.7K | 0.06% | +131+5.9% | Added |
| Hilltop Holdings Inc. | 2,461 | $938.7K | 0.12% | −339−12.1% | Reduced |
| Pinebridge Investments, L.P. | 2,461 | $938.8K | 0.01% | +1,976+407.4% | Added |
| Atlas Private Wealth Management | 2,466 | $940.6K | 0.50% | −21−0.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,467 | $941.1K | 0.01% | +2,467 | New |
| Linden Thomas Advisory Services, LLC | 2,472 | $943.0K | 0.21% | +78+3.3% | Added |
| Wealth Alliance | 2,474 | $943.6K | 0.14% | −56−2.2% | Reduced |
| Northeast Financial Consultants Inc | 2,500 | $953.7K | 0.06% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 2,501 | $954.1K | 0.03% | +2,501 | New |
| Lindenwold Advisors | 2,510 | $957.5K | 0.59% | −674−21.2% | Reduced |
| Teacher Retirement System of Texas | 2,518 | $961.0K | 0.01% | −7,988−76.0% | Reduced |
| TD Asset Management Inc | 2,524 | $962.8K | 0.00% | +2,524 | New |
| Bokf, NA | 2,526 | $963.6K | 0.02% | +115+4.8% | Added |
| Charter Oak Capital Management, LLC | 2,540 | $968.9K | 0.13% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 2,564 | $978.0K | 0.04% | −166−6.1% | Reduced |
| Crossmark Global Holdings, Inc. | 2,628 | $989.0K | 0.02% | −332−11.2% | Reduced |
| DFPG Investments, LLC | 2,684 | $991.5K | 0.09% | −103−3.7% | Reduced |
| Maryland State Retirement & Pension System | 2,605 | $993.7K | 0.02% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 2,664 | $1.02M | 0.00% | +55+2.1% | Added |
| Change Path, LLC | 2,663 | $1.02M | 0.05% | +212+8.6% | Added |
| Advisor OS, LLC | 2,665 | $1.02M | 0.17% | +122+4.8% | Added |
| Centennial Bank | 2,699 | $1.03M | 0.69% | −380−12.3% | Reduced |
| D. E. Shaw & Co., Inc. | 2,717 | $1.04M | 0.00% | −28,834−91.4% | Reduced |
| Tower Research Capital LLC (TRC) | 2,718 | $1.04M | 0.03% | +866+46.8% | Added |
| J. W. Coons Advisors, LLC | 2,726 | $1.04M | 0.28% | +135+5.2% | Added |
| Cox Capital Mgt LLC | 2,755 | $1.05M | 0.77% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 2,757 | $1.05M | 0.01% | +145+5.6% | Added |
| CoreCap Advisors, LLC | 2,760 | $1.05M | 0.08% | +2,760 | New |
| Intech Investment Management LLC | 2,862 | $1.09M | 0.01% | +139+5.1% | Added |
| Cetera Investment Advisers | 2,901 | $1.11M | 0.01% | −303−9.5% | Reduced |
| Securian Asset Management, Inc | 2,957 | $1.13M | 0.03% | −100−3.3% | Reduced |
| Quantinno Capital Management LP | 2,994 | $1.14M | 0.07% | +461+18.2% | Added |
| British Columbia Investment Management Corp | 3,001 | $1.14M | 0.01% | +3,001 | New |
| Annandale Capital, LLC | 3,006 | $1.15M | 0.33% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,022 | $1.15M | 0.03% | +209+7.4% | Added |
| Ethic Inc. | 3,034 | $1.16M | 0.04% | +578+23.5% | Added |
| Cetera Advisor Networks LLC | 3,079 | $1.17M | 0.01% | −33−1.1% | Reduced |
| GWM Advisors LLC | 3,210 | $1.22M | 0.01% | −35−1.1% | Reduced |
| Portside Wealth Group, LLC | 3,279 | $1.25M | 0.23% | +3,279 | New |
| Burney Co | 3,286 | $1.25M | 0.06% | +167+5.4% | Added |
| JustInvest LLC | 3,304 | $1.26M | 0.04% | +29+0.9% | Added |
| Creative Planning | 3,326 | $1.27M | 0.00% | +81+2.5% | Added |
| Gulf International Bank (UK) Ltd | 3,333 | $1.27M | 0.03% | +3,333 | New |
| Beacon Pointe Advisors, LLC | 3,404 | $1.30M | 0.02% | −2,657−43.8% | Reduced |
| Chicago Trust Co NA | 3,432 | $1.31M | 0.31% | +65+1.9% | Added |
| Capital Investment Advisory Services, LLC | 3,485 | $1.33M | 0.13% | +3,485 | New |
| Ontario Teachers Pension Plan Board | 3,495 | $1.33M | 0.01% | +10+0.3% | Added |
| Mercer Global Advisors Inc | 3,505 | $1.34M | 0.01% | −1,728−33.0% | Reduced |
| Argent Trust Co | 3,510 | $1.34M | 0.07% | +131+3.9% | Added |
| Stephens Inc | 3,538 | $1.35M | 0.02% | −500−12.4% | Reduced |
| Cambridge Trust Co | 3,548 | $1.35M | 0.06% | −9,737−73.3% | Reduced |
| Umb Bank N A | 3,601 | $1.37M | 0.02% | +10.0% | Added |
| MML Investors Services, LLC | 3,604 | $1.38M | 0.01% | +1,126+45.4% | Added |
| Birch Capital Management, LLC | 3,629 | $1.38M | 0.84% | +1,658+84.1% | Added |
| Nissay Asset Management Corp | 3,664 | $1.40M | 0.01% | +3,664 | New |
| Intrepid Capital Management Inc | 3,691 | $1.41M | 0.99% | +170+4.8% | Added |
| Covea Finance | 3,800 | $1.45M | 0.08% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 3,894 | $1.49M | 0.24% | −29−0.7% | Reduced |
| Access Financial Services, Inc. | 3,929 | $1.50M | 0.87% | −31−0.8% | Reduced |
| Nordwand Advisors, LLC | 3,991 | $1.52M | 0.26% | +3,991 | New |
| Cambridge Investment Research Advisors, Inc. | 4,009 | $1.53M | 0.01% | +426+11.9% | Added |
| Avantax Advisory Services, Inc. | 4,018 | $1.53M | 0.02% | +305+8.2% | Added |
| Alpha Omega Wealth Management LLC | 4,044 | $1.54M | 0.26% | −168−4.0% | Reduced |
| Algert Global LLC | 4,045 | $1.54M | 0.07% | −3,851−48.8% | Reduced |
| Girard Partners Ltd. | 4,084 | $1.56M | 0.16% | +4,084 | New |
| Aviva PLC | 4,096 | $1.56M | 0.01% | −613−13.0% | Reduced |
| Zurich Insurance Group Ltd | 4,100 | $1.56M | 0.02% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 4,142 | $1.58M | 0.02% | −442−9.6% | Reduced |
| Public Employees Retirement Association of Colorado | 4,143 | $1.58M | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 4,234 | $1.62M | 0.00% | −326−7.1% | Reduced |
| KBC Group NV | 4,241 | $1.62M | 0.01% | +3,849+981.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,486 | $1.71M | 0.11% | −497−10.0% | Reduced |
| RFG Advisory, LLC | 4,596 | $1.75M | 0.08% | −232−4.8% | Reduced |
| Federated Hermes, Inc. | 4,610 | $1.76M | 0.00% | +289+6.7% | Added |
| Dakota Wealth Management | 4,611 | $1.76M | 0.08% | +4,611 | New |
| Prudential Financial Inc | 4,668 | $1.78M | 0.00% | +94+2.1% | Added |
| Ergoteles LLC | 4,837 | $1.85M | 0.09% | −3,031−38.5% | Reduced |
| Raymond James Trust N.A. | 4,869 | $1.86M | 0.05% | +412+9.2% | Added |
| STRS Ohio | 4,896 | $1.87M | 0.01% | −66−1.3% | Reduced |
| Xponance, Inc. | 4,952 | $1.89M | 0.03% | −1,220−19.8% | Reduced |
| Mariner, LLC | 4,967 | $1.89M | 0.01% | +142+2.9% | Added |
| Barbara Oil Co. | 5,000 | $1.91M | 0.87% | 00.0% | Unchanged |
| Lee Financial Co | 5,002 | $1.91M | 0.33% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 5,057 | $1.93M | 0.20% | +3,016+147.8% | Added |
| Bridgeway Capital Management, LLC | 5,130 | $1.96M | 0.05% | +5,130 | New |
| DekaBank Deutsche Girozentrale | 5,224 | $1.97M | 0.00% | +3,024+137.5% | Added |
| Van Eck Associates Corp | 5,193 | $1.98M | 0.00% | +404+8.4% | Added |
| Taylor Frigon Capital Management LLC | 5,205 | $1.99M | 0.97% | −249−4.6% | Reduced |
| SG Americas Securities, LLC | 5,348 | $2.04M | 0.02% | −2,748−33.9% | Reduced |
| Two Sigma Investments, LP | 5,600 | $2.14M | 0.01% | −23−0.4% | Reduced |
| Johnson Investment Counsel Inc | 5,689 | $2.17M | 0.03% | +14+0.2% | Added |
| Utah Retirement Systems | 5,693 | $2.17M | 0.03% | −200−3.4% | Reduced |
| AXA S.A. | 5,704 | $2.18M | 0.01% | +5,704 | New |
| Schechter Investment Advisors, LLC | 5,734 | $2.19M | 0.20% | +269+4.9% | Added |
| Cetera Advisors LLC | 5,782 | $2.21M | 0.03% | +1,040+21.9% | Added |
| Pacer Advisors, Inc. | 5,900 | $2.25M | 0.01% | +5,900 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,931 | $2.26M | 0.09% | +5,931 | New |
| Tredje AP-fonden | 6,008 | $2.29M | 0.03% | +6,008 | New |