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 |
|---|---|---|---|---|---|
| Dakota Wealth Management | 4,611 | $1.76M | 0.08% | +4,611 | New |
| Federated Hermes, Inc. | 4,610 | $1.76M | 0.00% | +289+6.7% | Added |
| RFG Advisory, LLC | 4,596 | $1.75M | 0.08% | −232−4.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,486 | $1.71M | 0.11% | −497−10.0% | Reduced |
| KBC Group NV | 4,241 | $1.62M | 0.01% | +3,849+981.9% | Added |
| Brown Advisory Inc | 4,234 | $1.62M | 0.00% | −326−7.1% | Reduced |
| 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 |
| Zurich Insurance Group Ltd | 4,100 | $1.56M | 0.02% | 00.0% | Unchanged |
| Aviva PLC | 4,096 | $1.56M | 0.01% | −613−13.0% | Reduced |
| Girard Partners Ltd. | 4,084 | $1.56M | 0.16% | +4,084 | New |
| Algert Global LLC | 4,045 | $1.54M | 0.07% | −3,851−48.8% | Reduced |
| Alpha Omega Wealth Management LLC | 4,044 | $1.54M | 0.26% | −168−4.0% | Reduced |
| Avantax Advisory Services, Inc. | 4,018 | $1.53M | 0.02% | +305+8.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,009 | $1.53M | 0.01% | +426+11.9% | Added |
| Nordwand Advisors, LLC | 3,991 | $1.52M | 0.26% | +3,991 | New |
| Access Financial Services, Inc. | 3,929 | $1.50M | 0.87% | −31−0.8% | Reduced |
| Pearl River Capital, LLC | 3,894 | $1.49M | 0.24% | −29−0.7% | Reduced |
| Covea Finance | 3,800 | $1.45M | 0.08% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 3,691 | $1.41M | 0.99% | +170+4.8% | Added |
| Nissay Asset Management Corp | 3,664 | $1.40M | 0.01% | +3,664 | New |
| Birch Capital Management, LLC | 3,629 | $1.38M | 0.84% | +1,658+84.1% | Added |
| MML Investors Services, LLC | 3,604 | $1.38M | 0.01% | +1,126+45.4% | Added |
| Umb Bank N A | 3,601 | $1.37M | 0.02% | +10.0% | Added |
| Cambridge Trust Co | 3,548 | $1.35M | 0.06% | −9,737−73.3% | Reduced |
| Stephens Inc | 3,538 | $1.35M | 0.02% | −500−12.4% | Reduced |
| Argent Trust Co | 3,510 | $1.34M | 0.07% | +131+3.9% | Added |
| Mercer Global Advisors Inc | 3,505 | $1.34M | 0.01% | −1,728−33.0% | Reduced |
| Ontario Teachers Pension Plan Board | 3,495 | $1.33M | 0.01% | +10+0.3% | Added |
| Capital Investment Advisory Services, LLC | 3,485 | $1.33M | 0.13% | +3,485 | New |
| Chicago Trust Co NA | 3,432 | $1.31M | 0.31% | +65+1.9% | Added |
| Beacon Pointe Advisors, LLC | 3,404 | $1.30M | 0.02% | −2,657−43.8% | Reduced |
| Gulf International Bank (UK) Ltd | 3,333 | $1.27M | 0.03% | +3,333 | New |
| Creative Planning | 3,326 | $1.27M | 0.00% | +81+2.5% | Added |
| JustInvest LLC | 3,304 | $1.26M | 0.04% | +29+0.9% | Added |
| Burney Co | 3,286 | $1.25M | 0.06% | +167+5.4% | Added |
| Portside Wealth Group, LLC | 3,279 | $1.25M | 0.23% | +3,279 | New |
| GWM Advisors LLC | 3,210 | $1.22M | 0.01% | −35−1.1% | Reduced |
| Cetera Advisor Networks LLC | 3,079 | $1.17M | 0.01% | −33−1.1% | Reduced |
| Ethic Inc. | 3,034 | $1.16M | 0.04% | +578+23.5% | Added |
| National Asset Management, Inc. | 3,022 | $1.15M | 0.03% | +209+7.4% | Added |
| Annandale Capital, LLC | 3,006 | $1.15M | 0.33% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 3,001 | $1.14M | 0.01% | +3,001 | New |
| Quantinno Capital Management LP | 2,994 | $1.14M | 0.07% | +461+18.2% | Added |
| Securian Asset Management, Inc | 2,957 | $1.13M | 0.03% | −100−3.3% | Reduced |
| Cetera Investment Advisers | 2,901 | $1.11M | 0.01% | −303−9.5% | Reduced |
| Intech Investment Management LLC | 2,862 | $1.09M | 0.01% | +139+5.1% | Added |
| CoreCap Advisors, LLC | 2,760 | $1.05M | 0.08% | +2,760 | New |
| Wealth Enhancement Advisory Services, LLC | 2,757 | $1.05M | 0.01% | +145+5.6% | Added |
| Cox Capital Mgt LLC | 2,755 | $1.05M | 0.77% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 2,726 | $1.04M | 0.28% | +135+5.2% | Added |
| Tower Research Capital LLC (TRC) | 2,718 | $1.04M | 0.03% | +866+46.8% | Added |
| D. E. Shaw & Co., Inc. | 2,717 | $1.04M | 0.00% | −28,834−91.4% | Reduced |
| Centennial Bank | 2,699 | $1.03M | 0.69% | −380−12.3% | Reduced |
| Advisor OS, LLC | 2,665 | $1.02M | 0.17% | +122+4.8% | Added |
| 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 |
| Maryland State Retirement & Pension System | 2,605 | $993.7K | 0.02% | 00.0% | Unchanged |
| DFPG Investments, LLC | 2,684 | $991.5K | 0.09% | −103−3.7% | Reduced |
| Crossmark Global Holdings, Inc. | 2,628 | $989.0K | 0.02% | −332−11.2% | Reduced |
| Donaldson Capital Management, LLC | 2,564 | $978.0K | 0.04% | −166−6.1% | Reduced |
| Charter Oak Capital Management, LLC | 2,540 | $968.9K | 0.13% | 00.0% | Unchanged |
| Bokf, NA | 2,526 | $963.6K | 0.02% | +115+4.8% | Added |
| TD Asset Management Inc | 2,524 | $962.8K | 0.00% | +2,524 | New |
| Teacher Retirement System of Texas | 2,518 | $961.0K | 0.01% | −7,988−76.0% | Reduced |
| Lindenwold Advisors | 2,510 | $957.5K | 0.59% | −674−21.2% | Reduced |
| Graham Capital Management, L.P. | 2,501 | $954.1K | 0.03% | +2,501 | New |
| Northeast Financial Consultants Inc | 2,500 | $953.7K | 0.06% | 00.0% | Unchanged |
| Wealth Alliance | 2,474 | $943.6K | 0.14% | −56−2.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 2,472 | $943.0K | 0.21% | +78+3.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,467 | $941.1K | 0.01% | +2,467 | New |
| Atlas Private Wealth Management | 2,466 | $940.6K | 0.50% | −21−0.8% | Reduced |
| Pinebridge Investments, L.P. | 2,461 | $938.8K | 0.01% | +1,976+407.4% | Added |
| Hilltop Holdings Inc. | 2,461 | $938.7K | 0.12% | −339−12.1% | Reduced |
| Johnson Financial Group, Inc. | 2,356 | $898.7K | 0.06% | +131+5.9% | Added |
| Mayflower Financial Advisors, LLC | 2,334 | $890.4K | 0.12% | +1,482+173.9% | Added |
| TrinityPoint Wealth, LLC | 2,321 | $885.3K | 0.17% | +55+2.4% | Added |
| Advisor Partners II, LLC | 2,320 | $885.0K | 0.04% | +101+4.6% | Added |
| Crawford Investment Counsel Inc | 2,315 | $883.1K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,308 | $880.4K | 0.16% | +516+28.8% | Added |
| Toroso Investments, LLC | 2,261 | $863.0K | 0.03% | +1,445+177.1% | Added |
| Ensemble Capital Management, LLC | 2,235 | $852.6K | 0.08% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 2,232 | $851.3K | 0.11% | +39+1.8% | Added |
| Silvercrest Asset Management Group LLC | 2,231 | $851.1K | 0.01% | +81+3.8% | Added |
| CIBC Asset Management Inc | 2,198 | $838.5K | 0.00% | +1,029+88.0% | Added |
| Connectus Wealth, LLC | 2,165 | $825.9K | 0.02% | −2,500−53.6% | Reduced |
| Prudential PLC | 2,148 | $819.4K | 0.01% | +2,148 | New |
| Alpha DNA Investment Management LLC | 2,114 | $806.4K | 0.46% | +2,114 | New |
| Horizon Investments, LLC | 2,127 | $806.0K | 0.02% | +10.0% | Added |
| Stock Yards Bank & Trust Co | 2,102 | $801.9K | 0.03% | −25−1.2% | Reduced |
| Capital Analysts, LLC | 2,035 | $776.0K | 0.04% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 2,025 | $772.0K | 1.18% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 2,006 | $765.1K | 0.10% | +200+11.1% | Added |
| Daiwa Securities Group Inc. | 2,000 | $763.0K | 0.01% | +2,000 | New |
| Private Advisor Group, LLC | 2,002 | $759.6K | 0.01% | +1,334+199.7% | Added |
| Shaker Investments LLC | 1,972 | $752.3K | 0.38% | +1,972 | New |
| ProShare Advisors LLC | 1,953 | $745.0K | 0.00% | −26−1.3% | Reduced |
| M&T Bank Corp | 1,929 | $735.5K | 0.00% | +331+20.7% | Added |
| Jump Financial, LLC | 1,925 | $734.3K | 0.03% | −4,377−69.5% | Reduced |
| Virtu Financial LLC | 1,909 | $728.0K | 0.06% | +1,909 | New |