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 |
|---|---|---|---|---|---|
| Haverford Trust Co | 717 | $270.8K | 0.00% | +717 | New |
| Triad Investment Management | 714 | $269.7K | 0.39% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 707 | $267.0K | 0.08% | +10+1.4% | Added |
| MJP Associates Inc | 707 | $266.9K | 0.08% | +88+14.2% | Added |
| Alberta Investment Management Corp | 700 | $264.4K | 0.00% | 00.0% | Unchanged |
| Lincoln National Corp | 700 | $264.2K | 0.01% | −86−10.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 697 | $263.0K | 0.01% | −29,135−97.7% | Reduced |
| Mutual Advisors, LLC | 695 | $262.6K | 0.01% | +695 | New |
| Gitterman Wealth Management, LLC | 691 | $260.7K | 0.12% | +1+0.1% | Added |
| iA Global Asset Management Inc. | 689 | $260.0K | 0.01% | +63+10.1% | Added |
| Palogic Value Management, L.P. | 682 | $257.6K | 0.13% | −21−3.0% | Reduced |
| Signaturefd, LLC | 677 | $255.7K | 0.01% | +163+31.7% | Added |
| Woodstock Corp | 675 | $255.0K | 0.03% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 670 | $253.1K | 0.00% | −3−0.4% | Reduced |
| Arkadios Wealth Advisors | 668 | $252.5K | 0.02% | −40−5.6% | Reduced |
| Alpha DNA Investment Management LLC | 665 | $251.2K | 0.16% | −1,449−68.5% | Reduced |
| Huntington National Bank | 663 | $250.4K | 0.00% | +227+52.1% | Added |
| Insigneo Advisory Services, LLC | 660 | $249.3K | 0.05% | +660 | New |
| Savant Capital, LLC | 659 | $248.9K | 0.00% | +62+10.4% | Added |
| MAI Capital Management | 653 | $246.5K | 0.00% | +1+0.2% | Added |
| ICW Investment Advisors LLC | 652 | $246.4K | 0.13% | +652 | New |
| CWM, LLC | 645 | $244.0K | 0.00% | +198+44.3% | Added |
| Checchi Capital Advisers, LLC | 643 | $242.9K | 0.02% | −85−11.7% | Reduced |
| LGT Financial Advisors LLC | 637 | $240.8K | 0.31% | −62−8.9% | Reduced |
| Lake Street Financial LLC | 631 | $240.0K | 0.04% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 625 | $236.2K | 0.03% | +1+0.2% | Added |
| 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 |
| Citizens Financial Group Inc | 606 | $228.9K | 0.01% | +606 | New |
| Prio Wealth Limited Partnership | 602 | $227.4K | 0.01% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 602 | $227.4K | 0.14% | +14+2.4% | Added |
| GW Henssler & Associates Ltd | 601 | $227.0K | 0.02% | +601 | New |
| APG Asset Management N.V. | 600 | $226.6K | 0.00% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 600 | $226.6K | 0.19% | +600 | New |
| River Wealth Advisors LLC | 594 | $224.4K | 0.04% | −6−1.0% | Reduced |
| Greenleaf Trust | 593 | $224.0K | 0.00% | +23+4.0% | Added |
| Pallas Capital Advisors LLC | 646 | $223.6K | 0.01% | +646 | New |
| Boyar Asset Management Inc. | 586 | $221.3K | 0.17% | +9+1.6% | Added |
| Waldron Private Wealth LLC | 582 | $219.8K | 0.01% | −1−0.2% | Reduced |
| Fulcrum Capital LLC | 581 | $219.5K | 0.06% | +581 | New |
| Legacy Trust | 580 | $219.1K | 0.06% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 579 | $218.7K | 0.00% | +579 | New |
| Wealth Management Solutions, LLC | 575 | $217.2K | 0.15% | −15−2.5% | Reduced |
| Boston Private Wealth LLC | 575 | $217.2K | 0.00% | −262−31.3% | Reduced |
| StoneX Group Inc. | 575 | $217.2K | 0.02% | +4+0.7% | Added |
| Simon Quick Advisors, LLC | 570 | $215.3K | 0.02% | +570 | New |
| Tradition Wealth Management, LLC | 559 | $211.0K | 0.03% | +4+0.7% | Added |
| Banque Cantonale Vaudoise | 553 | $209.0K | 0.01% | +553 | New |
| PFG Investments, LLC | 553 | $208.9K | 0.04% | +553 | New |
| Aureus Asset Management, LLC | 551 | $208.1K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 548 | $207.0K | 0.01% | +45+8.9% | Added |
| Gladius Capital Management LP | 547 | $206.6K | 0.06% | +547 | 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 |
| Glenmede Trust Co NA | 542 | $204.7K | 0.00% | +542 | New |
| Brevan Howard Capital Management LP | 541 | $204.3K | 0.06% | +541 | New |
| Metis Global Partners, LLC | 539 | $203.6K | 0.01% | +539 | New |
| InterOcean Capital Group, LLC | 538 | $203.2K | 0.01% | −9−1.6% | Reduced |
| Ieq Capital, LLC | 536 | $202.3K | 0.00% | +7+1.3% | Added |
| Advisory Services Network, LLC | 533 | $201.2K | 0.01% | +533 | New |
| Quadrant Capital Group LLC | 511 | $193.0K | 0.02% | +110+27.4% | Added |
| Impact Partnership Wealth, LLC | 480 | $181.3K | 0.06% | +471+5,233.3% | Added |
| Ci Investments Inc. | 477 | $180.0K | 0.00% | −1−0.2% | Reduced |
| Heritage Wealth Advisors | 453 | $171.1K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 450 | $170.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 438 | $165.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 416 | $157.0K | 0.12% | −127−23.4% | Reduced |
| Parkside Financial Bank & Trust | 408 | $154.2K | 0.04% | +41+11.2% | Added |
| Federation des caisses Desjardins du Quebec | 388 | $146.6K | 0.00% | +7+1.8% | Added |
| Simplex Trading, LLC | 359 | $135.0K | 0.00% | +359 | New |
| RFP Financial Group LLC | 340 | $128.4K | 0.06% | 00.0% | Unchanged |
| Central Trust Co | 330 | $124.6K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 318 | $120.1K | 0.05% | +318 | New |
| Evermay Wealth Management LLC | 305 | $115.2K | 0.02% | 00.0% | Unchanged |
| 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 |
| Farther Finance Advisors, LLC | 291 | $109.9K | 0.02% | +21+7.8% | Added |
| JJJ Advisors Inc. | 257 | $97.1K | 0.03% | +100+63.7% | Added |
| Eagle Bay Advisors LLC | 245 | $92.6K | 0.04% | +63+34.6% | Added |
| Desjardins Global Asset Management Inc. | 243 | $91.7K | 0.01% | +243 | New |
| Cedar Wealth Management, LLC | 230 | $86.9K | 0.03% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 225 | $85.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 222 | $83.9K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 210 | $79.3K | 0.02% | +200+2,000.0% | Added |
| Coppell Advisory Solutions LLC | 292 | $72.8K | 0.03% | +153+110.1% | Added |
| Private Trust Co NA | 191 | $72.1K | 0.01% | +21+12.4% | Added |
| Trivant Custom Portfolio Group, LLC | 173 | $65.3K | 0.05% | −249−59.0% | Reduced |
| Authentikos Wealth Advisory, LLC | 170 | $64.2K | 0.06% | +170 | New |
| HM Payson & Co | 164 | $61.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 162 | $61.2K | 0.00% | −2−1.2% | Reduced |
| Ronald Blue Trust, Inc. | 154 | $59.0K | 0.00% | +72+87.8% | Added |
| First Manhattan Co | 148 | $55.9K | 0.00% | +1+0.7% | Added |
| Resources Management Corp | 140 | $53.0K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 132 | $49.6K | 0.00% | +11+9.1% | Added |
| Colonial Trust Advisors | 130 | $49.1K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 119 | $44.9K | 0.00% | −81−40.5% | Reduced |
| GoalVest Advisory LLC | 117 | $44.2K | 0.02% | −23−16.4% | Reduced |
| Raleigh Capital Management Inc. | 108 | $40.9K | 0.02% | +28+35.0% | Added |
| Harvest Fund Management Co., Ltd | 106 | $40.0K | 0.01% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 100 | $37.8K | 0.01% | +100 | New |