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, Q3 2023
Institutional positions in Watsco Inc as of Sep 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
- 683
- +15 vs. Q2 2023
- Shares held
- 36.2M
- +872.3K (+2.5%) vs. Q2 2023
- Total value
- $13.7B
- +$210.2M (+1.6%) vs. Q2 2023
- New holders
- 79
- 225 more added
- Sold out
- 64
- 260 more reduced
9 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trust Co of Vermont | 222 | $83.9K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 225 | $85.0K | 0.02% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 230 | $86.9K | 0.03% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 243 | $91.7K | 0.01% | +243 | New |
| Eagle Bay Advisors LLC | 245 | $92.6K | 0.04% | +63+34.6% | Added |
| JJJ Advisors Inc. | 257 | $97.1K | 0.03% | +100+63.7% | Added |
| Farther Finance Advisors, LLC | 291 | $109.9K | 0.02% | +21+7.8% | Added |
| Colonial Trust Co | 300 | $113.3K | 0.03% | +23+8.3% | Added |
| UniSuper Management Pty Ltd | 300 | $113.3K | 0.00% | +100+50.0% | Added |
| Evermay Wealth Management LLC | 305 | $115.2K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 318 | $120.1K | 0.05% | +318 | New |
| Central Trust Co | 330 | $124.6K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 340 | $128.4K | 0.06% | 00.0% | Unchanged |
| Simplex Trading, LLC | 359 | $135.0K | 0.00% | +359 | New |
| Federation des caisses Desjardins du Quebec | 388 | $146.6K | 0.00% | +7+1.8% | Added |
| Parkside Financial Bank & Trust | 408 | $154.2K | 0.04% | +41+11.2% | Added |
| Covestor Ltd | 416 | $157.0K | 0.12% | −127−23.4% | Reduced |
| First Horizon Advisors, Inc. | 438 | $165.4K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 450 | $170.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 453 | $171.1K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 477 | $180.0K | 0.00% | −1−0.2% | Reduced |
| Impact Partnership Wealth, LLC | 480 | $181.3K | 0.06% | +471+5,233.3% | Added |
| Quadrant Capital Group LLC | 511 | $193.0K | 0.02% | +110+27.4% | Added |
| Advisory Services Network, LLC | 533 | $201.2K | 0.01% | +533 | New |
| Ieq Capital, LLC | 536 | $202.3K | 0.00% | +7+1.3% | Added |
| InterOcean Capital Group, LLC | 538 | $203.2K | 0.01% | −9−1.6% | Reduced |
| Metis Global Partners, LLC | 539 | $203.6K | 0.01% | +539 | New |
| Brevan Howard Capital Management LP | 541 | $204.3K | 0.06% | +541 | New |
| Glenmede Trust Co NA | 542 | $204.7K | 0.00% | +542 | New |
| Mach-1 Financial Group, Inc. | 545 | $205.9K | 0.09% | −925−62.9% | Reduced |
| Thrive Wealth Management, LLC | 545 | $205.9K | 0.05% | −10−1.8% | Reduced |
| Gladius Capital Management LP | 547 | $206.6K | 0.06% | +547 | New |
| Geneos Wealth Management Inc. | 548 | $207.0K | 0.01% | +45+8.9% | Added |
| Aureus Asset Management, LLC | 551 | $208.1K | 0.02% | 00.0% | Unchanged |
| PFG Investments, LLC | 553 | $208.9K | 0.04% | +553 | New |
| Banque Cantonale Vaudoise | 553 | $209.0K | 0.01% | +553 | New |
| Tradition Wealth Management, LLC | 559 | $211.0K | 0.03% | +4+0.7% | Added |
| Simon Quick Advisors, LLC | 570 | $215.3K | 0.02% | +570 | New |
| StoneX Group Inc. | 575 | $217.2K | 0.02% | +4+0.7% | Added |
| Boston Private Wealth LLC | 575 | $217.2K | 0.00% | −262−31.3% | Reduced |
| Wealth Management Solutions, LLC | 575 | $217.2K | 0.15% | −15−2.5% | Reduced |
| Assenagon Asset Management S.A. | 579 | $218.7K | 0.00% | +579 | New |
| Legacy Trust | 580 | $219.1K | 0.06% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 581 | $219.5K | 0.06% | +581 | New |
| Waldron Private Wealth LLC | 582 | $219.8K | 0.01% | −1−0.2% | Reduced |
| Boyar Asset Management Inc. | 586 | $221.3K | 0.17% | +9+1.6% | Added |
| Pallas Capital Advisors LLC | 646 | $223.6K | 0.01% | +646 | New |
| Greenleaf Trust | 593 | $224.0K | 0.00% | +23+4.0% | Added |
| River Wealth Advisors LLC | 594 | $224.4K | 0.04% | −6−1.0% | Reduced |
| APG Asset Management N.V. | 600 | $226.6K | 0.00% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 600 | $226.6K | 0.19% | +600 | New |
| GW Henssler & Associates Ltd | 601 | $227.0K | 0.02% | +601 | New |
| Independent Wealth Network Inc. | 602 | $227.4K | 0.14% | +14+2.4% | Added |
| Prio Wealth Limited Partnership | 602 | $227.4K | 0.01% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 606 | $228.9K | 0.01% | +606 | New |
| Sawtooth Solutions, LLC | 613 | $231.5K | 0.01% | −27−4.2% | Reduced |
| Bleakley Financial Group, LLC | 613 | $231.5K | 0.01% | −27−4.2% | Reduced |
| FourThought Financial Partners, LLC | 625 | $236.2K | 0.03% | +1+0.2% | Added |
| Lake Street Financial LLC | 631 | $240.0K | 0.04% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 637 | $240.8K | 0.31% | −62−8.9% | Reduced |
| Checchi Capital Advisers, LLC | 643 | $242.9K | 0.02% | −85−11.7% | Reduced |
| CWM, LLC | 645 | $244.0K | 0.00% | +198+44.3% | Added |
| ICW Investment Advisors LLC | 652 | $246.4K | 0.13% | +652 | New |
| MAI Capital Management | 653 | $246.5K | 0.00% | +1+0.2% | Added |
| Savant Capital, LLC | 659 | $248.9K | 0.00% | +62+10.4% | Added |
| Insigneo Advisory Services, LLC | 660 | $249.3K | 0.05% | +660 | New |
| Huntington National Bank | 663 | $250.4K | 0.00% | +227+52.1% | Added |
| Alpha DNA Investment Management LLC | 665 | $251.2K | 0.16% | −1,449−68.5% | Reduced |
| Arkadios Wealth Advisors | 668 | $252.5K | 0.02% | −40−5.6% | Reduced |
| Atria Wealth Solutions, Inc. | 670 | $253.1K | 0.00% | −3−0.4% | Reduced |
| Woodstock Corp | 675 | $255.0K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 677 | $255.7K | 0.01% | +163+31.7% | Added |
| Palogic Value Management, L.P. | 682 | $257.6K | 0.13% | −21−3.0% | Reduced |
| iA Global Asset Management Inc. | 689 | $260.0K | 0.01% | +63+10.1% | Added |
| Gitterman Wealth Management, LLC | 691 | $260.7K | 0.12% | +1+0.1% | Added |
| Mutual Advisors, LLC | 695 | $262.6K | 0.01% | +695 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 697 | $263.0K | 0.01% | −29,135−97.7% | Reduced |
| Lincoln National Corp | 700 | $264.2K | 0.01% | −86−10.9% | Reduced |
| Alberta Investment Management Corp | 700 | $264.4K | 0.00% | 00.0% | Unchanged |
| MJP Associates Inc | 707 | $266.9K | 0.08% | +88+14.2% | Added |
| Dorsey Wright & Associates | 707 | $267.0K | 0.08% | +10+1.4% | Added |
| Triad Investment Management | 714 | $269.7K | 0.39% | 00.0% | Unchanged |
| Haverford Trust Co | 717 | $270.8K | 0.00% | +717 | New |
| Veriti Management LLC | 718 | $271.3K | 0.03% | +86+13.6% | Added |
| Cerity Partners LLC | 723 | $273.1K | 0.00% | −1,144−61.3% | Reduced |
| Taylor Hoffman Wealth Management | 724 | $273.5K | 0.14% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 726 | $274.2K | 0.00% | +726 | New |
| Intrust Bank NA | 744 | $281.0K | 0.04% | +33+4.6% | Added |
| Univest Financial Corp | 745 | $281.4K | 0.09% | −57−7.1% | Reduced |
| Penserra Capital Management LLC | 761 | $287.0K | 0.01% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 761 | $287.4K | 0.04% | +37+5.1% | Added |
| Voya Financial Advisors, Inc. | 759 | $288.7K | 0.04% | −42−5.2% | Reduced |
| Northside Capital Management, LLC | 774 | $292.7K | 0.07% | +2+0.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 780 | $294.0K | 0.03% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 779 | $294.4K | 0.01% | +80+11.4% | Added |
| Dorsey & Whitney Trust CO LLC | 780 | $294.6K | 0.03% | +15+2.0% | Added |
| David Loasby | 772 | $296.2K | 0.03% | −49−6.0% | Reduced |
| Levin Capital Strategies, L.P. | 800 | $302.2K | 0.04% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 804 | $303.7K | 0.04% | +137+20.5% | Added |
| Autumn Glory Partners, LLC | 810 | $306.0K | 0.19% | −165−16.9% | Reduced |