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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 708 | $269.9K | 0.03% | −82−10.4% | Reduced |
| Palogic Value Management, L.P. | 703 | $268.2K | 0.13% | −23−3.2% | Reduced |
| Alberta Investment Management Corp | 700 | $267.0K | 0.00% | +700 | New |
| LGT Financial Advisors LLC | 699 | $266.8K | 0.28% | −116−14.2% | Reduced |
| Axxcess Wealth Management, LLC | 699 | $266.8K | 0.02% | −42−5.7% | Reduced |
| Dorsey Wright & Associates | 697 | $266.0K | 0.08% | +697 | New |
| Gitterman Wealth Management, LLC | 690 | $263.4K | 0.12% | +690 | New |
| O'Shaughnessy Asset Management, LLC | 689 | $262.8K | 0.00% | +689 | New |
| Quantbot Technologies LP | 683 | $260.5K | 0.02% | +683 | New |
| Woodstock Corp | 675 | $257.5K | 0.03% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 673 | $256.7K | 0.00% | −619−47.9% | Reduced |
| Jag Capital Management, LLC | 667 | $254.4K | 0.03% | 00.0% | Unchanged |
| MAI Capital Management | 652 | $248.8K | 0.00% | 00.0% | Unchanged |
| Diametric Capital, LP | 645 | $246.0K | 0.11% | −468−42.0% | Reduced |
| ISAM Funds (UK) Ltd | 642 | $244.9K | 0.22% | +642 | New |
| Sawtooth Solutions, LLC | 640 | $244.1K | 0.01% | +640 | New |
| Bleakley Financial Group, LLC | 640 | $244.1K | 0.01% | +640 | New |
| Ossiam | 637 | $243.0K | 0.00% | +366+135.1% | Added |
| Veriti Management LLC | 632 | $241.2K | 0.03% | +632 | New |
| Lake Street Financial LLC | 631 | $240.7K | 0.04% | −80−11.3% | Reduced |
| Echo Street Capital Management LLC | 627 | $239.2K | 0.00% | +627 | New |
| iA Global Asset Management Inc. | 626 | $239.0K | 0.01% | +626 | New |
| FourThought Financial Partners, LLC | 624 | $238.3K | 0.03% | +624 | New |
| MJP Associates Inc | 619 | $236.2K | 0.08% | +619 | New |
| Prio Wealth Limited Partnership | 602 | $229.6K | 0.01% | +602 | New |
| River Wealth Advisors LLC | 600 | $228.9K | 0.04% | −47−7.3% | Reduced |
| Savant Capital, LLC | 597 | $227.7K | 0.00% | +597 | New |
| Wealth Management Solutions, LLC | 590 | $225.1K | 0.15% | −92−13.5% | Reduced |
| Independent Wealth Network Inc. | 588 | $224.3K | 0.13% | +588 | New |
| Waldron Private Wealth LLC | 583 | $222.4K | 0.01% | +583 | New |
| Legacy Trust | 580 | $221.3K | 0.06% | +580 | New |
| Boyar Asset Management Inc. | 577 | $220.1K | 0.16% | +577 | New |
| Dynamic Advisor Solutions LLC | 574 | $219.0K | 0.01% | +574 | New |
| Graves-Light Private Wealth Management, Inc. | 573 | $218.6K | 0.03% | +573 | New |
| StoneX Group Inc. | 571 | $217.8K | 0.02% | −295−34.1% | Reduced |
| Greenleaf Trust | 570 | $217.4K | 0.00% | +570 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 568 | $216.7K | 0.05% | +568 | New |
| Evergreen Capital Management LLC | 562 | $214.4K | 0.01% | +562 | New |
| International Assets Investment Management, LLC | 558 | $212.9K | 0.03% | +43+8.3% | Added |
| Tradition Wealth Management, LLC | 555 | $212.0K | 0.02% | +4+0.7% | Added |
| Thrive Wealth Management, LLC | 555 | $211.7K | 0.05% | +555 | New |
| Aureus Asset Management, LLC | 551 | $210.2K | 0.02% | +551 | New |
| APG Asset Management N.V. | 600 | $209.8K | 0.00% | +600 | New |
| InterOcean Capital Group, LLC | 547 | $208.7K | 0.01% | −89−14.0% | Reduced |
| Covestor Ltd | 543 | $208.0K | 0.16% | −109−16.7% | Reduced |
| United Capital Financial Advisers, LLC | 543 | $207.2K | 0.00% | +543 | New |
| Ieq Capital, LLC | 529 | $202.0K | 0.00% | +529 | New |
| Beaumont Financial Advisors, LLC | 526 | $200.7K | 0.02% | +526 | New |
| Signaturefd, LLC | 514 | $196.1K | 0.01% | −33−6.0% | Reduced |
| Geneos Wealth Management Inc. | 503 | $191.9K | 0.01% | +92+22.4% | Added |
| Compagnie Lombard Odier SCmA | 500 | $190.7K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 478 | $182.0K | 0.00% | +22+4.8% | Added |
| Heritage Wealth Advisors | 453 | $172.8K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 450 | $171.7K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 915 | $170.1K | 0.01% | +660+258.8% | Added |
| CWM, LLC | 447 | $170.0K | 0.00% | +18+4.2% | Added |
| First Horizon Advisors, Inc. | 438 | $167.1K | 0.01% | −24−5.2% | Reduced |
| Huntington National Bank | 436 | $166.3K | 0.00% | +209+92.1% | Added |
| Trivant Custom Portfolio Group, LLC | 422 | $161.0K | 0.11% | −20−4.5% | Reduced |
| Quadrant Capital Group LLC | 401 | $153.0K | 0.02% | +80+24.9% | Added |
| Federation des caisses Desjardins du Quebec | 381 | $145.3K | 0.00% | +169+79.7% | Added |
| Parkside Financial Bank & Trust | 367 | $140.1K | 0.03% | +20+5.8% | Added |
| Endurance Wealth Management, Inc. | 350 | $134.0K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 340 | $129.7K | 0.05% | +190+126.7% | Added |
| Ostrum Asset Management | 334 | $127.4K | 0.01% | +334 | New |
| Central Trust Co | 330 | $125.9K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 305 | $116.3K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 277 | $105.7K | 0.03% | +163+143.0% | Added |
| Farther Finance Advisors, LLC | 270 | $103.0K | 0.02% | +19+7.6% | Added |
| Cedar Wealth Management, LLC | 230 | $87.7K | 0.03% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 225 | $85.8K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 222 | $84.7K | 0.01% | −76−25.5% | Reduced |
| UniSuper Management Pty Ltd | 200 | $76.3K | 0.00% | +200 | New |
| Whittier Trust Co | 200 | $76.3K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 191 | $72.9K | 0.04% | +6+3.2% | Added |
| Eagle Bay Advisors LLC | 182 | $69.3K | 0.04% | −39−17.6% | Reduced |
| Private Trust Co NA | 170 | $64.8K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 167 | $63.7K | 0.01% | +17+11.3% | Added |
| HM Payson & Co | 164 | $62.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 164 | $62.6K | 0.00% | +18+12.3% | Added |
| Walleye Trading LLC | 160 | $61.0K | 0.00% | +160 | New |
| JJJ Advisors Inc. | 157 | $59.9K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 150 | $57.2K | 0.00% | +150 | New |
| First Manhattan Co | 147 | $56.1K | 0.00% | +37+33.6% | Added |
| GoalVest Advisory LLC | 140 | $53.4K | 0.03% | +32+29.6% | Added |
| Resources Management Corp | 140 | $53.0K | 0.01% | +118+536.4% | Added |
| Coppell Advisory Solutions LLC | 139 | $52.5K | 0.02% | +139 | New |
| Colonial Trust Advisors | 130 | $49.6K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 123 | $46.9K | 0.00% | −62−33.5% | Reduced |
| National Bank of Canada | 121 | $46.2K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 115 | $43.9K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 106 | $40.0K | 0.01% | +106 | New |
| O'Dell Group, LLC | 104 | $39.7K | 0.01% | +104 | New |
| Denali Advisors LLC | 100 | $38.1K | 0.01% | −1−1.0% | Reduced |
| Vigilant Capital Management, LLC | 98 | $37.0K | 0.00% | +11+12.6% | Added |
| SRS Capital Advisors, Inc. | 90 | $34.3K | 0.00% | −5−5.3% | Reduced |
| Harbour Investments, Inc. | 88 | $33.6K | 0.00% | −50−36.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 86 | $32.8K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 85 | $32.4K | 0.00% | +18+26.9% | Added |
| Raleigh Capital Management Inc. | 80 | $30.5K | 0.02% | +80 | New |