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 |
|---|---|---|---|---|---|
| Zurich Insurance Group Ltd | 4,100 | $1.55M | 0.02% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 4,094 | $1.55M | 0.27% | +50+1.2% | Added |
| Empowered Funds, LLC | 4,036 | $1.52M | 0.04% | −8,079−66.7% | Reduced |
| Strategic Advocates LLC | 3,993 | $1.51M | 0.71% | +3,993 | New |
| State of Alaska, Department of Revenue | 3,987 | $1.50M | 0.02% | −155−3.7% | Reduced |
| Federated Hermes, Inc. | 3,974 | $1.50M | 0.00% | −636−13.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,967 | $1.50M | 0.01% | −42−1.0% | Reduced |
| Avantax Advisory Services, Inc. | 3,952 | $1.49M | 0.02% | −66−1.6% | Reduced |
| Access Financial Services, Inc. | 3,917 | $1.48M | 0.89% | −12−0.3% | Reduced |
| Cambridge Trust Co | 3,882 | $1.47M | 0.07% | +334+9.4% | Added |
| Argent Trust Co | 3,876 | $1.46M | 0.08% | +366+10.4% | Added |
| Covea Finance | 3,800 | $1.44M | 0.08% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 3,774 | $1.43M | 0.01% | +110+3.0% | Added |
| Brown Advisory Inc | 3,774 | $1.43M | 0.00% | −460−10.9% | Reduced |
| Creative Planning | 3,698 | $1.40M | 0.00% | +372+11.2% | Added |
| Intrepid Capital Management Inc | 3,691 | $1.39M | 0.96% | 00.0% | Unchanged |
| MML Investors Services, LLC | 3,647 | $1.38M | 0.01% | +43+1.2% | Added |
| Cetera Advisors LLC | 3,597 | $1.36M | 0.02% | −2,185−37.8% | Reduced |
| Umb Bank N A | 3,594 | $1.36M | 0.02% | −7−0.2% | Reduced |
| Birch Capital Management, LLC | 3,592 | $1.36M | 0.86% | −37−1.0% | Reduced |
| Mercer Global Advisors Inc | 3,529 | $1.33M | 0.01% | +24+0.7% | Added |
| Capital Investment Advisory Services, LLC | 3,485 | $1.32M | 0.13% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 3,443 | $1.30M | 0.26% | −548−13.7% | Reduced |
| JustInvest LLC | 3,356 | $1.27M | 0.04% | +52+1.6% | Added |
| Portside Wealth Group, LLC | 3,342 | $1.26M | 0.24% | +63+1.9% | Added |
| Burney Co | 3,347 | $1.26M | 0.06% | +61+1.9% | Added |
| Chicago Trust Co NA | 3,347 | $1.26M | 0.32% | −85−2.5% | Reduced |
| National Asset Management, Inc. | 3,321 | $1.25M | 0.03% | +299+9.9% | Added |
| Gulf International Bank (UK) Ltd | 3,192 | $1.21M | 0.03% | −141−4.2% | Reduced |
| Cetera Investment Advisers | 3,061 | $1.16M | 0.01% | +160+5.5% | Added |
| British Columbia Investment Management Corp | 3,040 | $1.15M | 0.01% | +39+1.3% | Added |
| Meeder Asset Management Inc | 3,025 | $1.14M | 0.09% | +3,013+25,108.3% | Added |
| Annandale Capital, LLC | 3,006 | $1.14M | 0.34% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 2,996 | $1.13M | 0.01% | −83−2.7% | Reduced |
| Quantinno Capital Management LP | 2,978 | $1.13M | 0.05% | −16−0.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,954 | $1.12M | 0.11% | +948+47.3% | Added |
| GWM Advisors LLC | 2,897 | $1.09M | 0.01% | −313−9.8% | Reduced |
| Hilltop Holdings Inc. | 2,891 | $1.09M | 0.14% | +430+17.5% | Added |
| Donaldson Capital Management, LLC | 2,871 | $1.08M | 0.05% | +307+12.0% | Added |
| Securian Asset Management, Inc | 2,841 | $1.07M | 0.03% | −116−3.9% | Reduced |
| CoreCap Advisors, LLC | 2,831 | $1.07M | 0.08% | +71+2.6% | Added |
| Ethic Inc. | 2,763 | $1.04M | 0.04% | −271−8.9% | Reduced |
| Cox Capital Mgt LLC | 2,755 | $1.04M | 0.73% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 2,740 | $1.03M | 0.04% | +2,740 | New |
| Crossmark Global Holdings, Inc. | 2,555 | $1.02M | 0.02% | −73−2.8% | Reduced |
| Centennial Bank | 2,699 | $1.02M | 0.70% | 00.0% | Unchanged |
| Advisor OS, LLC | 2,693 | $1.02M | 0.15% | +28+1.1% | Added |
| J. W. Coons Advisors, LLC | 2,626 | $991.9K | 0.29% | −100−3.7% | Reduced |
| Maryland State Retirement & Pension System | 2,605 | $984.0K | 0.02% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 2,589 | $978.0K | 0.01% | +71+2.8% | Added |
| Lindenwold Advisors | 2,563 | $968.1K | 0.60% | +53+2.1% | Added |
| Stephens Inc | 2,540 | $959.4K | 0.02% | −998−28.2% | Reduced |
| Charter Oak Capital Management, LLC | 2,540 | $959.4K | 0.13% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 2,531 | $956.0K | 0.01% | +1,161+84.7% | Added |
| Northeast Financial Consultants Inc | 2,500 | $944.3K | 0.06% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 2,493 | $941.5K | 0.51% | +27+1.1% | Added |
| TD Asset Management Inc | 2,476 | $935.2K | 0.00% | −48−1.9% | Reduced |
| FDx Advisors, Inc. | 2,466 | $931.0K | 0.08% | −6,212−71.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,455 | $927.3K | 0.01% | −12−0.5% | Reduced |
| Wealth Alliance | 2,428 | $917.1K | 0.14% | −46−1.9% | Reduced |
| Johnson Financial Group, Inc. | 2,404 | $908.0K | 0.06% | +48+2.0% | Added |
| Alps Advisors Inc | 2,398 | $905.8K | 0.01% | −18,910−88.7% | Reduced |
| Ellsworth Advisors, LLC | 2,547 | $901.6K | 0.32% | +2,547 | New |
| Toroso Investments, LLC | 2,382 | $899.7K | 0.03% | +121+5.4% | Added |
| CIBC World Markets Inc. | 2,367 | $894.0K | 0.00% | −297−11.1% | Reduced |
| TrinityPoint Wealth, LLC | 2,356 | $889.9K | 0.18% | +35+1.5% | Added |
| Advisor Partners II, LLC | 2,330 | $880.1K | 0.04% | +10+0.4% | Added |
| Williams Jones Wealth Management, LLC. | 2,316 | $874.8K | 0.01% | +1,100+90.5% | Added |
| Crawford Investment Counsel Inc | 2,315 | $874.4K | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 2,469 | $861.4K | 0.02% | −57−2.3% | Reduced |
| Groesbeck Investment Management Corp | 2,265 | $856.0K | 1.30% | +240+11.9% | Added |
| Ensemble Capital Management, LLC | 2,235 | $844.2K | 0.09% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 2,220 | $838.4K | 0.14% | +640+40.5% | Added |
| Financial Advisory Service, Inc. | 2,192 | $828.0K | 0.09% | −40−1.8% | Reduced |
| Tower Research Capital LLC (TRC) | 2,178 | $822.7K | 0.03% | −540−19.9% | Reduced |
| Connectus Wealth, LLC | 2,165 | $817.8K | 0.02% | 00.0% | Unchanged |
| DFPG Investments, LLC | 2,199 | $815.5K | 0.08% | −485−18.1% | Reduced |
| CIBC Asset Management Inc | 2,157 | $814.7K | 0.00% | −41−1.9% | Reduced |
| Horizon Investments, LLC | 2,125 | $797.5K | 0.02% | −2−0.1% | Reduced |
| Oak Ridge Investments LLC | 2,099 | $792.8K | 0.10% | +2,099 | New |
| Pinebridge Investments, L.P. | 2,091 | $789.8K | 0.01% | −370−15.0% | Reduced |
| Private Advisor Group, LLC | 2,082 | $786.3K | 0.01% | +80+4.0% | Added |
| Change Path, LLC | 2,061 | $778.0K | 0.06% | −602−22.6% | Reduced |
| Capital Analysts, LLC | 2,035 | $769.0K | 0.04% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 2,018 | $762.2K | 0.11% | −316−13.5% | Reduced |
| Americana Partners, LLC | 2,042 | $760.8K | 0.08% | +295+16.9% | Added |
| PEAK6 Investments LLC | 2,009 | $759.0K | 0.04% | +2,009 | New |
| Daiwa Securities Group Inc. | 2,000 | $755.0K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 1,989 | $750.9K | 0.00% | +60+3.1% | Added |
| NBC Securities, Inc. | 1,984 | $749.0K | 0.08% | +1,984 | New |
| XTX Topco Ltd | 1,949 | $736.2K | 0.13% | −359−15.6% | Reduced |
| Stock Yards Bank & Trust Co | 1,927 | $727.9K | 0.03% | −175−8.3% | Reduced |
| Thoroughbred Financial Services, LLC | 1,915 | $723.0K | 0.07% | +1,915 | New |
| Ascent Group, LLC | 1,935 | $717.8K | 0.08% | +1,935 | New |
| Modera Wealth Management, LLC | 1,889 | $713.5K | 0.01% | +8+0.4% | Added |
| Parsons Capital Management Inc | 1,857 | $701.4K | 0.06% | +10+0.5% | Added |
| Ostrum Asset Management | 1,848 | $698.0K | 0.06% | +1,514+453.3% | Added |
| Independent Advisor Alliance | 1,813 | $684.8K | 0.03% | +502+38.3% | Added |
| ProShare Advisors LLC | 1,812 | $684.4K | 0.00% | −141−7.2% | Reduced |
| Prudential PLC | 1,773 | $669.7K | 0.01% | −375−17.5% | Reduced |