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 |
|---|---|---|---|---|---|
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,813−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −1,708−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −1,502−100.0% | Sold out |
| Insight Folios Inc | 0 | $0 | 0.00% | −1,147−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −1,046−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −987−100.0% | Sold out |
| Delta Financial Group, Inc. | 0 | $0 | 0.00% | −914−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −870−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −787−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −759−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −752−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −715−100.0% | Sold out |
| Oak Ridge Investments LLC | 0 | $0 | 0.00% | −702−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −676−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −406−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −244−100.0% | Sold out |
| WealthPlan Investment Management, LLC | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Carmichael Hill & Associates, Inc. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Bangor Savings Bank | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Adirondack Trust Co | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Cooper Investors Pty Ltd | – | – | – | – | Not filed |
| Kula Investments, LLC | – | – | – | – | Not filed |
| CTC Capital Management, LLC | – | – | – | – | Not filed |
| Parsec Financial Management, Inc. | – | – | – | – | Not filed |
| Brainard Capital Management LLC | – | – | – | – | Not filed |
| Pathway Financial Advisers, LLC | – | – | – | – | Not filed |