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 |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 78 | $29.8K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 76 | $29.0K | 0.00% | +18+31.0% | Added |
| Spire Wealth Management | 71 | $27.1K | 0.00% | −127−64.1% | Reduced |
| Ronald Blue Trust, Inc. | 82 | $26.0K | 0.00% | −202−71.1% | Reduced |
| Bessemer Group Inc | 66 | $25.0K | 0.00% | +27+69.2% | Added |
| Armstrong Advisory Group, Inc | 65 | $24.8K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 64 | $24.4K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 63 | $24.0K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 60 | $23.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 58 | $22.1K | 0.00% | +2+3.6% | Added |
| Allworth Financial LP | 55 | $21.0K | 0.00% | −4−6.8% | Reduced |
| PSI Advisors, LLC | 50 | $19.1K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 50 | $19.0K | 0.00% | +50 | New |
| Global Financial Private Client, LLC | 47 | $17.8K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 46 | $17.5K | 0.00% | −85−64.9% | Reduced |
| Stonebridge Capital Advisors LLC | 43 | $16.4K | 0.00% | +43 | New |
| JFS Wealth Advisors, LLC | 42 | $16.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 42 | $16.0K | 0.01% | +6+16.7% | Added |
| Solstein Capital, LLC | 42 | $16.0K | 0.01% | +42 | New |
| RE Dickinson Investment Advisors, LLC | 43 | $16.0K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 40 | $15.3K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 38 | $14.5K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 38 | $14.5K | 0.00% | +38 | New |
| Bogart Wealth, LLC | 36 | $13.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 35 | $13.4K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 35 | $13.4K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 35 | $13.4K | 0.00% | +35 | New |
| American National Bank | 32 | $12.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 31 | $11.8K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 31 | $11.8K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 30 | $11.4K | 0.02% | +30 | New |
| Sound Income Strategies, LLC | 29 | $11.1K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 29 | $11.1K | 0.00% | +12+70.6% | Added |
| Bell Investment Advisors, Inc | 28 | $10.7K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 28 | $10.7K | 0.00% | −9−24.3% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 27 | $10.3K | 0.00% | −18−40.0% | Reduced |
| ORG Partners LLC | 26 | $9.86K | 0.00% | +26 | New |
| Key Financial Inc | 24 | $9.15K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 23 | $8.77K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 23 | $8.77K | 0.00% | +16+228.6% | Added |
| Baystate Wealth Management LLC | 21 | $8.07K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 21 | $8.01K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 21 | $7.88K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 20 | $7.63K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 19 | $7.25K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 18 | $6.87K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 16 | $6.10K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 15 | $6.00K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 15 | $5.75K | 0.00% | +11+275.0% | Added |
| Farmers & Merchants Investments Inc | 15 | $5.72K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 13 | $4.96K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 12 | $4.58K | 0.00% | −165−93.2% | Reduced |
| Sunbelt Securities, Inc. | 12 | $4.58K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 11 | $4.20K | 0.00% | +11 | New |
| Sofos Investments, Inc. | 381 | $4.06K | 0.02% | +63+19.8% | Added |
| Bourgeon Capital Management LLC | 10 | $3.81K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 10 | $3.81K | 0.00% | +10 | New |
| Glen Eagle Advisors, LLC | 10 | $3.81K | 0.00% | +10 | New |
| JNBA Financial Advisors | 9 | $3.43K | 0.00% | +9 | New |
| Optimum Investment Advisors | 9 | $3.43K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 9 | $3.43K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 9 | $3.43K | 0.00% | +9 | New |
| Clearstead Advisors, LLC | 8 | $3.05K | 0.00% | −2−20.0% | Reduced |
| Loomis Sayles & Co L P | 7 | $3.00K | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 7 | $2.67K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 6 | $2.29K | 0.00% | +6 | New |
| Tucker Asset Management LLC | 5 | $1.91K | 0.00% | −9−64.3% | Reduced |
| Disciplined Investments, LLC | 5 | $1.91K | 0.00% | −1−16.7% | Reduced |
| ICA Group Wealth Management, LLC | 5 | $1.91K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 2 | $775 | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2 | $763 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $763 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $382 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −60,462−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −40,200−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −40,012−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −34,167−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −32,478−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −18,529−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −14,388−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −12,107−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −8,695−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −8,069−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −7,773−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −6,653−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −17,040−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −5,179−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −3,416−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,227−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −2,854−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −2,507−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −2,374−100.0% | Sold out |