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
Q3 2023 vs. Q2 2023
How the institutions holding Watsco Inc changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Of which not filed for Q3 2023 | Q3 2023 | Change |
|---|---|---|---|---|
| Holders | 677 | 9 | 683 | +15 |
| Shares | 35.5M | 196.3K | 36.2M | +872.3K (+2.5%) |
| Value | $13.5B | $74.8M | $13.7B | +$210.2M (+1.6%) |
9 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (79)
Institutions that held Watsco Inc at the end of Q3 2023 but not at the end of Q2 2023.
Sold out (64)
Institutions that held Watsco Inc at the end of Q2 2023 and filed for Q3 2023 without it.
Not filed for Q3 2023 yet (9)
Institutions that held Watsco Inc at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Kames Capital plc | 162,869 | $62.0M |
| Pictet Asset Management SA | 12,682 | $4.84M |
| EA Series Trust | 12,115 | $4.62M |
| Intercontinental Wealth Advisors, LLC | 7,675 | $2.93M |
| Endurance Wealth Management, Inc. | 350 | $134.0K |
| Lumature Wealth Partners, LLC | 191 | $72.9K |
| BDO Wealth Advisors, LLC | 167 | $63.7K |
| Kistler-Tiffany Companies, LLC | 115 | $43.9K |
| Vigilant Capital Management, LLC | 98 | $37.0K |