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 |
|---|---|---|---|---|---|
| Modera Wealth Management, LLC | 1,881 | $717.5K | 0.01% | +1,881 | New |
| Cerity Partners LLC | 1,867 | $712.5K | 0.00% | +596+46.9% | Added |
| Parsons Capital Management Inc | 1,847 | $704.6K | 0.05% | +15+0.8% | Added |
| Acadian Asset Management LLC | 1,769 | $674.0K | 0.00% | +1,649+1,374.2% | Added |
| Bank of Nova Scotia | 1,760 | $671.4K | 0.00% | +327+22.8% | Added |
| Americana Partners, LLC | 1,747 | $666.4K | 0.09% | +420+31.7% | Added |
| Burns Matteson Capital Management, LLC | 1,737 | $662.6K | 0.41% | +1,737 | New |
| LVW Advisors, LLC | 1,719 | $655.7K | 0.13% | −15−0.9% | Reduced |
| Shell Asset Management Co | 1,716 | $655.0K | 0.03% | −7−0.4% | Reduced |
| Waratah Capital Advisors Ltd. | 1,661 | $633.6K | 0.03% | −175−9.5% | Reduced |
| SlateStone Wealth, LLC | 1,657 | $632.0K | 0.12% | −5−0.3% | Reduced |
| Equitable Trust Co | 1,647 | $628.3K | 0.05% | −77−4.5% | Reduced |
| Nebula Research & Development LLC | 1,643 | $626.8K | 0.47% | +1,643 | New |
| Shelton Capital Management | 1,639 | $625.2K | 0.02% | −49−2.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,609 | $613.8K | 0.05% | −34−2.1% | Reduced |
| E. Ohman J:or Asset Management AB | 1,600 | $610.4K | 0.02% | +1,600 | New |
| Compass Ion Advisors, LLC | 1,580 | $602.8K | 0.15% | −486−23.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,566 | $597.4K | 0.06% | −53−3.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,564 | $596.6K | 0.01% | +70+4.7% | Added |
| Impax Asset Management Group plc | 1,552 | $592.0K | 0.00% | −245−13.6% | Reduced |
| Confluence Wealth Services, Inc. | 1,510 | $576.0K | 0.12% | +559+58.8% | Added |
| Belpointe Asset Management LLC | 1,508 | $575.6K | 0.06% | −326−17.8% | Reduced |
| Advocate Group LLC | 1,501 | $572.6K | 0.13% | 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 |
| Webster Bank, N. A. | 1,493 | $569.5K | 0.07% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,488 | $568.0K | 0.03% | +215+16.9% | Added |
| Mach-1 Financial Group, Inc. | 1,470 | $560.8K | 0.22% | +1,470 | New |
| Commerce Bank | 1,462 | $557.7K | 0.00% | −158−9.8% | Reduced |
| Parallel Advisors, LLC | 1,461 | $557.4K | 0.02% | −181−11.0% | Reduced |
| Yarbrough Capital, LLC | 1,447 | $552.0K | 0.03% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 1,460 | $551.9K | 0.03% | −5−0.3% | Reduced |
| Pathstone Family Office, LLC | 1,370 | $548.2K | 0.01% | +705+106.0% | Added |
| Sonen Capital LLC | 1,426 | $544.0K | 0.90% | +584+69.4% | Added |
| Icon Wealth Partners, LLC | 1,382 | $527.0K | 0.06% | −220−13.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,375 | $524.5K | 0.08% | 00.0% | Unchanged |
| Winton Group Ltd | 1,370 | $522.6K | 0.04% | +1,370 | New |
| Eqis Capital Management, Inc. | 1,368 | $521.8K | 0.06% | −251−15.5% | Reduced |
| Krane Funds Advisors LLC | 1,327 | $506.0K | 0.03% | −178−11.8% | Reduced |
| Phillips Wealth Planners LLC | 1,325 | $505.6K | 0.66% | +59+4.7% | Added |
| Robeco Institutional Asset Management B.V. | 1,313 | $500.9K | 0.00% | +1,313 | New |
| Independent Advisor Alliance | 1,311 | $500.1K | 0.02% | +1,311 | New |
| Moneta Group Investment Advisors LLC | 1,302 | $496.7K | 0.01% | +31+2.4% | Added |
| Donoghue Forlines LLC | 1,298 | $495.1K | 0.15% | −2,102−61.8% | Reduced |
| Avidian Wealth Solutions, LLC | 1,286 | $490.6K | 0.03% | −162−11.2% | Reduced |
| Capula Management Ltd | 1,280 | $488.3K | 0.06% | +1,280 | New |
| Assetmark, Inc | 1,278 | $487.5K | 0.00% | +1,249+4,306.9% | Added |
| Integrated Wealth Concepts LLC | 1,276 | $486.8K | 0.01% | −338−20.9% | Reduced |
| Saturna Capital CORP | 1,258 | $479.9K | 0.01% | +70+5.9% | Added |
| Kestra Advisory Services, LLC | 1,250 | $476.8K | 0.00% | −183−12.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 1,229 | $468.8K | 0.05% | +1,229 | New |
| Kenfarb & Co. | 1,225 | $467.3K | 0.41% | −20−1.6% | Reduced |
| First Bank & Trust | 1,223 | $466.5K | 0.12% | −118−8.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 1,216 | $463.9K | 0.01% | +200+19.7% | Added |
| Fifth Third Bancorp | 1,181 | $450.5K | 0.00% | +49+4.3% | Added |
| Veritable, L.P. | 1,174 | $447.8K | 0.01% | −3−0.3% | Reduced |
| Wakefield Asset Management LLLP | 1,173 | $447.5K | 0.18% | −54−4.4% | Reduced |
| VisionPoint Advisory Group, LLC | 1,161 | $442.9K | 0.18% | −315−21.3% | Reduced |
| Park National Corp | 1,160 | $442.5K | 0.02% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 1,145 | $436.8K | 0.05% | +1,145 | New |
| Centennial Wealth Advisory LLC | 1,132 | $431.9K | 0.23% | +45+4.1% | Added |
| Cubist Systematic Strategies, LLC | 1,100 | $419.6K | 0.00% | −5,942−84.4% | Reduced |
| Flagship Harbor Advisors, LLC | 1,078 | $411.1K | 0.03% | +131+13.8% | Added |
| Avestar Capital, LLC | 1,065 | $406.3K | 0.07% | −361−25.3% | Reduced |
| Park Place Capital Corp | 1,062 | $405.1K | 0.11% | −9−0.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,050 | $400.5K | 0.07% | −1,567−59.9% | Reduced |
| Profund Advisors LLC | 1,049 | $400.2K | 0.02% | −91−8.0% | Reduced |
| Chase Investment Counsel Corp | 1,037 | $395.0K | 0.20% | 00.0% | Unchanged |
| Roundview Capital LLC | 1,027 | $391.8K | 0.04% | +1,027 | New |
| Quantum Private Wealth, LLC | 1,027 | $391.6K | 0.18% | +173+20.3% | Added |
| Cary Street Partner Investment Advisory LLC | 1,024 | $390.6K | 0.03% | +134+15.1% | Added |
| Quantamental Technologies LLC | 1,016 | $387.6K | 0.16% | −514−33.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,006 | $384.0K | 0.00% | +1,006 | 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 |
| Crescent Grove Advisors, LLC | 975 | $371.9K | 0.04% | −28−2.8% | Reduced |
| Autumn Glory Partners, LLC | 975 | $371.9K | 0.27% | +975 | New |
| EverSource Wealth Advisors, LLC | 969 | $369.6K | 0.04% | +2+0.2% | Added |
| Two Sigma Securities, LLC | 941 | $359.0K | 0.03% | +941 | New |
| Coury Firm Asset Management LLC | 939 | $358.0K | 0.52% | −27−2.8% | Reduced |
| Ellevest, Inc. | 908 | $346.4K | 0.03% | +8+0.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 880 | $336.0K | 0.02% | +880 | New |
| Sound View Wealth Advisors Group, LLC | 874 | $333.4K | 0.04% | +6+0.7% | Added |
| CIBC Private Wealth Group, LLC | 841 | $320.8K | 0.00% | −6−0.7% | Reduced |
| Boston Private Wealth LLC | 837 | $319.3K | 0.01% | −79−8.6% | Reduced |
| David Loasby | 821 | $306.0K | 0.03% | +53+6.9% | Added |
| Univest Financial Corp | 802 | $305.9K | 0.09% | +802 | New |
| Levin Capital Strategies, L.P. | 800 | $305.2K | 0.04% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 801 | $302.3K | 0.04% | −107−11.8% | Reduced |
| Lincoln National Corp | 786 | $300.0K | 0.01% | +9+1.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 780 | $298.0K | 0.03% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 772 | $294.3K | 0.10% | +4+0.5% | Added |
| Dorsey & Whitney Trust CO LLC | 765 | $291.8K | 0.02% | +9+1.2% | Added |
| Capstone Investment Advisors, LLC | 762 | $290.7K | 0.01% | +762 | New |
| Penserra Capital Management LLC | 761 | $290.0K | 0.01% | −97−11.3% | Reduced |
| Checchi Capital Advisers, LLC | 728 | $277.7K | 0.02% | −6−0.8% | Reduced |
| 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 |
| Triad Investment Management | 714 | $272.4K | 0.38% | 00.0% | Unchanged |
| Intrust Bank NA | 711 | $271.2K | 0.03% | +7+1.0% | Added |