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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, Q4 2023

Institutional positions in Watsco Inc as of Dec 31, 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
727
+54 vs. Q3 2023
Shares held
35.7M
−253.3K (−0.7%) vs. Q3 2023
Total value
$15.3B
+$1.70B (+12.5%) vs. Q3 2023
New holders
120
250 more added
Sold out
66
260 more reduced

10 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 727 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 heldQ4 2023: $15.3B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q3 2023.

Institutions holding WSO in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.4,052,023$1.74B0.04%−66,710−1.6%Reduced
Vanguard Group Inc3,265,589$1.40B0.03%+55,119+1.7%Added
Kayne Anderson Rudnick Investment Management LLC1,655,950$709.5M1.78%+40.0%Added
Baillie Gifford & Co1,476,317$632.6M0.50%−404,781−21.5%Reduced
FMR LLC1,428,523$612.1M0.05%+16,861+1.2%Added
State Street Corp1,174,659$503.3M0.02%+75,294+6.8%Added
Charles Schwab Investment Management Inc1,190,371$490.2M0.12%−119,830−9.1%Reduced
Capital World Investors908,300$389.2M0.07%00.0%Unchanged
Blair William & Co775,524$332.3M1.13%+5,048+0.7%Added
Neuberger Berman Group LLC638,081$273.4M0.24%−7,951−1.2%Reduced
Wellington Management Group LLP635,958$272.5M0.05%−12,704−2.0%Reduced
Geode Capital Management, LLC622,803$266.5M0.03%+22,734+3.8%Added
Markel Group Inc.SuperinvestorMarkel Group556,750$238.6M2.59%+11,000+2.0%Added
Wells Fargo & Company535,960$229.6M0.07%−7,994−1.5%Reduced
Mitsubishi UFJ Trust & Banking Corp445,324$191.2M0.45%−54,276−10.9%Reduced
Bank of New York Mellon Corp418,718$179.4M0.04%−134,660−24.3%Reduced
JPMorgan Chase & Co409,750$175.6M0.02%+297,328+264.5%Added
Barclays PLC400,291$171.5M0.09%+49,103+14.0%Added
Davenport & Co LLC382,366$163.8M1.13%−61,421−13.8%Reduced
Morgan Stanley379,429$162.6M0.01%+128,174+51.0%Added
Invesco Ltd.371,641$159.2M0.04%+71,582+23.9%Added
Raymond James & Associates360,303$154.4M0.12%−52,161−12.6%Reduced
Boston Financial Mangement LLC347,945$149.1M5.04%−5,798−1.6%Reduced
Baird Financial Group, Inc.340,023$145.7M0.33%+15,552+4.8%Added
First Trust Advisors LP310,787$133.2M0.15%+5,949+2.0%Added
Hamlin Capital Management, LLC295,833$126.8M3.99%+16,006+5.7%Added
Northern Trust Corp286,903$122.9M0.02%−21,969−7.1%Reduced
Envestnet Asset Management Inc282,659$121.1M0.05%−10,173−3.5%Reduced
Goldman Sachs Group Inc255,062$109.3M0.02%+28,047+12.4%Added
Bank of America Corp253,657$108.7M0.01%+62,050+32.4%Added
Bahl & Gaynor Inc248,469$106.5M0.64%−9,242−3.6%Reduced
Norges Bank240,293$103.0M0.02%−89,409−27.1%Reduced
Caledonia Investments PLC234,084$100.5M13.56%−5,000−2.1%Reduced
Royal Bank of Canada231,134$99.0M0.02%+104,600+82.7%Added
Dimensional Fund Advisors LP222,136$95.2M0.03%−8,010−3.5%Reduced
Swedbank AB222,000$95.1M0.15%−55,030−19.9%Reduced
Welch & Forbes LLC213,689$91.6M1.38%+1,293+0.6%Added
Westfield Capital Management Co LP181,060$77.6M0.45%+4,527+2.6%Added
Citadel Advisors LLC167,409$71.7M0.07%−324,792−66.0%Reduced
Balyasny Asset Management LLC166,000$71.1M0.20%−282,364−63.0%Reduced
CI Private Wealth, LLC165,951$71.1M0.13%+568+0.3%Added
Anchor Capital Advisors LLC165,177$70.8M1.87%−10,579−6.0%Reduced
Kames Capital plc151,288$64.9M1.03%+151,288New
Handelsbanken Fonder AB146,458$62.8M0.30%+30,000+25.8%Added
Principal Financial Group Inc143,738$61.6M0.04%+783+0.5%Added
Riverbridge Partners LLC142,836$61.2M0.76%−1,202−0.8%Reduced
Howland Capital Management LLC141,245$60.5M3.20%−10.0%Reduced
GW&K Investment Management, LLC139,305$59.7M0.56%−3,301−2.3%Reduced
Dearborn Partners LLC136,553$58.5M2.13%−38,153−21.8%Reduced
Squarepoint Ops LLC133,963$57.4M0.23%+63,557+90.3%Added
Price T Rowe Associates Inc130,706$56.0M0.01%+779+0.6%Added
Allspring Global Investments Holdings, LLC129,121$55.3M0.09%−5,045−3.8%Reduced
Legal & General Group Plc125,999$54.0M0.02%−11,145−8.1%Reduced
TimesSquare Capital Management, LLC125,788$53.9M0.79%+15,955+14.5%Added
UBS Asset Management Americas Inc124,702$53.4M0.02%+7,204+6.1%Added
Jennison Associates LLC123,040$52.7M0.04%+54,866+80.5%Added
Natixis Advisors, L.P.119,251$51.1M0.13%−2,628−2.2%Reduced
Premier Fund Managers Ltd112,000$48.0M2.07%−38,000−25.3%Reduced
Nordea Investment Management AB110,925$47.6M0.06%−9,639−8.0%Reduced
Rhumbline Advisers109,907$47.1M0.05%−1,593−1.4%Reduced
Cartenna Capital, LP106,300$45.5M4.77%+106,300New
Swiss National Bank104,944$45.0M0.03%−2,600−2.4%Reduced
Benjamin F. Edwards & Company, Inc.103,143$44.2M0.89%+93,810+1,005.1%Added
King Luther Capital Management Corp97,344$41.7M0.20%+3,760+4.0%Added
T. Rowe Price Investment Management, Inc.91,093$39.0M0.03%+13,925+18.0%Added
Nuveen Asset Management, LLC90,674$38.9M0.01%+2,476+2.8%Added
Motley Fool Asset Management LLC88,021$37.7M2.81%−789−0.9%Reduced
Caisse de Depot Et Placement du Quebec86,548$37.1M0.09%−20,262−19.0%Reduced
Capital Advisors Inc85,280$36.5M0.82%+649+0.8%Added
Macquarie Group Ltd77,786$33.3M0.04%−6,699−7.9%Reduced
Jane Street Group, LLC77,709$33.3M0.04%+70,904+1,041.9%Added
Conestoga Capital Advisors, LLC77,007$33.0M0.50%−905−1.2%Reduced
Wilkinson Global Asset Management LLC74,756$32.0M2.21%−1,455−1.9%Reduced
RMB Capital Management, LLC73,560$31.5M0.96%−7,710−9.5%Reduced
Sumitomo Mitsui Trust Holdings, Inc.70,480$30.2M0.02%−1,097−1.5%Reduced
Stifel Financial Corp67,484$28.9M0.04%−520−0.8%Reduced
California Public Employees Retirement System63,380$27.2M0.02%−1,997−3.1%Reduced
William Blair Investment Management, LLC63,085$27.0M0.08%+1,799+2.9%Added
Geneva Capital Management LLC62,051$26.6M0.50%+339+0.5%Added
Baskin Financial Services Inc.61,847$26.5M2.39%+289+0.5%Added
Lord, Abbett & Co. LLC61,745$26.5M0.09%+244+0.4%Added
Ameriprise Financial Inc61,696$26.4M0.01%−1,015−1.6%Reduced
Brown Brothers Harriman & Co60,169$25.8M0.21%+11,250+23.0%Added
Pembroke Management, LTD58,452$25.0M3.11%−777−1.3%Reduced
Truist Financial Corp57,091$24.5M0.04%−73−0.1%Reduced
Schwartz Investment Counsel Inc56,000$24.0M0.94%+32,000+133.3%Added
Driehaus Capital Management LLC55,977$24.0M0.29%+8,309+17.4%Added
Captrust Financial Advisors55,636$23.8M0.08%+666+1.2%Added
AE Wealth Management LLC61,596$23.6M0.12%−8,995−12.7%Reduced
SEI Investments Co54,244$23.2M0.04%−1,526−2.7%Reduced
Retirement Systems of Alabama54,071$23.2M0.10%+1,267+2.4%Added
California State Teachers Retirement System52,548$22.5M0.03%+712+1.4%Added
Alliancebernstein L.P.52,098$22.3M0.01%−15,266−22.7%Reduced
Storebrand Asset Management AS49,541$21.2M0.08%+30,356+158.2%Added
LaFleur & Godfrey LLC48,815$20.9M3.12%−3,746−7.1%Reduced
Fenimore Asset Management Inc48,508$20.8M0.48%−142−0.3%Reduced
Motley Fool Wealth Management, LLC47,902$20.5M1.07%−1,036−2.1%Reduced
Scopus Asset Management, L.P.47,500$20.4M0.86%−16,500−25.8%Reduced
Millennium Management LLC46,532$19.9M0.02%+36,037+343.4%Added
Washington Trust Co46,404$19.9M0.79%−2,326−4.8%Reduced