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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2023: 683 institutions
Q1 2021: 464 institutionsQ2 2021: 475 institutionsQ3 2021: 478 institutionsQ4 2021: 521 institutionsQ1 2022: 495 institutionsQ2 2022: 516 institutionsQ3 2022: 538 institutionsQ4 2022: 568 institutionsQ1 2023: 615 institutionsQ2 2023: 677 institutionsQ3 2023: 683 institutionsQ4 2023: 727 institutionsQ1 2024: 746 institutionsQ2 2024: 778 institutionsQ3 2024: 789 institutionsQ4 2024: 822 institutionsQ1 2025: 840 institutionsQ2 2025: 807 institutionsQ3 2025: 780 institutionsQ4 2025: 768 institutionsQ1 2026: 772 institutionsQ2 2026: 787 institutions
Value heldQ3 2023: $13.7B
Q1 2021: $8.06BQ2 2021: $8.80BQ3 2021: $8.12BQ4 2021: $9.61BQ1 2022: $9.46BQ2 2022: $7.74BQ3 2022: $8.59BQ4 2022: $8.51BQ1 2023: $11.0BQ2 2023: $13.5BQ3 2023: $13.7BQ4 2023: $15.3BQ1 2024: $15.6BQ2 2024: $16.7BQ3 2024: $17.4BQ4 2024: $16.8BQ1 2025: $17.9BQ2 2025: $15.3BQ3 2025: $14.6BQ4 2025: $12.6BQ1 2026: $13.9BQ2 2026: $15.7B
Institutions holding WSO and their total value by quarter
QuarterHoldersValue
Q2 2026787$15.7B
Q1 2026772$13.9B
Q4 2025768$12.6B
Q3 2025780$14.6B
Q2 2025807$15.3B
Q1 2025840$17.9B
Q4 2024822$16.8B
Q3 2024789$17.4B
Q2 2024778$16.7B
Q1 2024746$15.6B
Q4 2023727$15.3B
Q3 2023683$13.7B
Q2 2023677$13.5B
Q1 2023615$11.0B
Q4 2022568$8.51B
Q3 2022538$8.59B
Q2 2022516$7.74B
Q1 2022495$9.46B
Q4 2021521$9.61B
Q3 2021478$8.12B
Q2 2021475$8.80B
Q1 2021464$8.06B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q2 2023.

Institutions holding WSO in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
FNY Investment Advisers, LLC100$37.0K0.02%+100New
Kapitalo Investimentos Ltda92$34.8K0.00%+92New
Baker Avenue Asset Management, LP89$33.6K0.00%−34−27.6%Reduced
Venturi Wealth Management, LLC85$32.1K0.00%00.0%Unchanged
Harbour Investments, Inc.85$32.1K0.00%−3−3.4%Reduced
SRS Capital Advisors, Inc.83$31.4K0.00%−7−7.8%Reduced
Whittier Trust Co of Nevada Inc79$29.8K0.00%−7−8.1%Reduced
Larson Financial Group LLC78$29.5K0.00%00.0%Unchanged
Allworth Financial LP68$25.7K0.00%+13+23.6%Added
Armstrong Advisory Group, Inc65$24.6K0.00%00.0%Unchanged
West Branch Capital LLC63$23.8K0.01%00.0%Unchanged
Hall Laurie J Trustee60$23.0K0.01%00.0%Unchanged
Salomon & Ludwin, LLC57$21.5K0.00%+57New
Bessemer Group Inc53$20.0K0.00%−13−19.7%Reduced
Lindbrook Capital, LLC52$19.6K0.00%−6−10.3%Reduced
Robeco Institutional Asset Management B.V.51$19.3K0.00%−1,262−96.1%Reduced
PSI Advisors, LLC50$18.9K0.01%00.0%Unchanged
Spire Wealth Management49$18.7K0.00%−22−31.0%Reduced
Hartford Financial Management Inc.49$18.5K0.00%+49New
Global Financial Private Client, LLC47$17.7K0.01%00.0%Unchanged
Stonebridge Capital Advisors LLC43$16.2K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC43$16.0K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC42$15.9K0.00%00.0%Unchanged
Solstein Capital, LLC42$15.9K0.01%00.0%Unchanged
Legacy Bridge, LLC40$15.1K0.01%00.0%Unchanged
Proequities, Inc.39$14.7K0.00%−7−15.2%Reduced
Anchor Investment Management, LLC38$14.4K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.38$14.4K0.01%00.0%Unchanged
Versant Capital Management, Inc36$13.6K0.00%−6−14.3%Reduced
Bogart Wealth, LLC36$13.6K0.00%00.0%Unchanged
Global Retirement Partners, LLC35$13.4K0.00%+4+12.9%Added
AdvisorNet Financial, Inc35$13.2K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton35$13.2K0.00%00.0%Unchanged
Sofos Investments, Inc.35$12.5K0.00%−346−90.8%Reduced
American National Bank32$12.1K0.00%00.0%Unchanged
Carmel Capital Partners, LLC32$12.1K0.01%+32New
Institutional & Family Asset Management, LLC31$11.7K0.00%00.0%Unchanged
Pathway Financial Advisers, LLC29$11.0K0.00%+29New
Creative Financial Designs Inc29$11.0K0.00%00.0%Unchanged
Sound Income Strategies, LLC29$11.0K0.00%00.0%Unchanged
Milestone Investment Advisors LLC28$10.6K0.00%+28New
WR Wealth Planners, LLC28$10.6K0.00%00.0%Unchanged
Bell Investment Advisors, Inc27$10.2K0.00%−1−3.6%Reduced
Financial Synergies Wealth Advisors, Inc.27$10.2K0.00%00.0%Unchanged
ORG Partners LLC26$9.82K0.00%00.0%Unchanged
Key Financial Inc24$9.06K0.00%00.0%Unchanged
Earnest Partners LLC23$8.69K0.00%00.0%Unchanged
Perkins Coie Trust Co23$8.69K0.00%+23New
Smithfield Trust Co20$8.00K0.00%00.0%Unchanged
Bartlett & Co. LLC20$8.00K0.00%00.0%Unchanged
Ancora Advisors, LLC21$7.93K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.21$7.89K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC20$7.55K0.00%00.0%Unchanged
Glassman Wealth Services19$7.18K0.00%00.0%Unchanged
Steward Financial Group LLC19$7.00K0.00%+19New
Clearstead Advisors, LLC18$6.80K0.00%+10+125.0%Added
Aspire Private Capital, LLC18$6.80K0.00%00.0%Unchanged
Western Pacific Wealth Management, LP16$6.04K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc15$6.00K0.01%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group15$5.67K0.00%+15New
Farmers & Merchants Investments Inc14$5.29K0.00%−1−6.7%Reduced
Thomas J. Herzfeld Advisors, Inc.13$4.91K0.00%00.0%Unchanged
Sunbelt Securities, Inc.12$4.53K0.00%00.0%Unchanged
Atticus Wealth Management, LLC11$4.16K0.00%−4−26.7%Reduced
Bourgeon Capital Management LLC10$3.78K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC10$3.78K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC9$3.40K0.00%−1,152−99.2%Reduced
JNBA Financial Advisors9$3.40K0.00%00.0%Unchanged
Optimum Investment Advisors9$3.40K0.00%00.0%Unchanged
Castleview Partners, LLC9$3.40K0.00%00.0%Unchanged
SJS Investment Consulting Inc.8$3.02K0.00%+1+14.3%Added
Hexagon Capital Partners LLC7$2.64K0.00%−16−69.6%Reduced
Tucker Asset Management LLC5$1.89K0.00%00.0%Unchanged
Orion Capital Management LLC5$1.89K0.00%+5New
Sandy Spring Bank3$1.13K0.00%+3New
Financial Management Professionals, Inc.3$1.00K0.00%00.0%Unchanged
Avion Wealth5$1.00K0.00%+1+25.0%Added
Quent Capital, LLC2$7720.00%00.0%Unchanged
Longfellow Investment Management Co LLC2$7550.00%00.0%Unchanged
Raffa Wealth Management, LLC2$7550.00%00.0%Unchanged
Tfo-TDC, LLC1$3810.00%+1New
Baystate Wealth Management LLC1$3800.00%−20−95.2%Reduced
True Wealth Design, LLC1$3780.00%00.0%Unchanged
Compagnie Lombard Odier SCmA0$00.00%−500−100.0%Sold out
Vaughan Nelson Investment Management, L.P.0$00.00%−63,752−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−50,650−100.0%Sold out
Walleye Capital LLC0$00.00%−31,060−100.0%Sold out
Cambiar Investors LLC0$00.00%−30,584−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−26,890−100.0%Sold out
Andra AP-fonden0$00.00%−19,400−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−19,172−100.0%Sold out
Segall Bryant & Hamill, LLC0$00.00%−13,344−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−12,425−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−9,768−100.0%Sold out
Second Half Financial Partners, LLC0$00.00%−7,710−100.0%Sold out
Rafferty Asset Management, LLC0$00.00%−7,345−100.0%Sold out
Virginia Retirement Systems Et Al0$00.00%−6,400−100.0%Sold out
AXA S.A.0$00.00%−5,704−100.0%Sold out
Bridgeway Capital Management, LLC0$00.00%−5,130−100.0%Sold out
Ergoteles LLC0$00.00%−4,837−100.0%Sold out