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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

Q4 2023 vs. Q3 2023

How the institutions holding Watsco Inc changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of WSO: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders68310727+54
Shares36.2M213.7K35.7M−253.3K (−0.7%)
Value$13.7B$80.7M$15.3B+$1.70B (+12.5%)

10 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (120)

Institutions that held Watsco Inc at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 120 by value.

Institutions new to WSO in Q4 2023
InstitutionSharesValue% of portfolio
Kames Capital plc151,288$64.9M1.03%
Cartenna Capital, LP106,300$45.5M4.77%
Kodai Capital Management LP41,834$17.9M0.37%
Susquehanna Portfolio Strategies, LLC30,253$13.0M0.23%
AXA S.A.26,118$11.2M0.04%
Alyeska Investment Group, L.P.25,423$10.9M0.07%
Boothbay Fund Management, LLC21,854$9.36M0.35%
Bradley Foster & Sargent Inc21,500$9.21M0.18%
Crown Oak Advisors, LLC21,138$9.06M5.30%
Walleye Capital LLC19,897$8.53M0.12%
Mirabaud Asset Management Ltd17,531$7.51M3.22%
Formuepleje A/S16,184$6.93M0.49%
Woodline Partners LP14,897$6.38M0.07%
LGT Group Foundation14,469$6.21M0.14%
Wolverine Trading, LLC13,092$5.61M0.04%
Spectrum Wealth Counsel, LLC12,715$5.45M0.75%
Qube Research & Technologies Ltd11,227$4.81M0.01%
Aquatic Capital Management LLC6,880$2.95M0.08%
Pathstone Holdings, LLC5,958$2.55M0.01%
Mackenzie Financial Corp5,873$2.52M0.00%
Jefferies Financial Group Inc.5,322$2.28M0.04%
Marshall Wace, LLP4,882$2.09M0.00%
HRT Financial LP4,263$1.83M0.01%
Gilder Gagnon Howe & Co LLC4,252$1.82M0.03%
Jump Financial, LLC4,002$1.71M0.06%
Trueblood Wealth Management, LLC3,571$1.53M0.96%
Concurrent Investment Advisors, LLC3,069$1.31M0.06%
Lake Street Advisors Group, LLC3,006$1.29M0.06%
Bayesian Capital Management, LP2,750$1.18M0.13%
Employees Retirement System of Texas2,718$1.17M0.01%
Voloridge Investment Management, LLC2,582$1.11M0.00%
Two Sigma Advisers, LP2,500$1.07M0.00%
Walleye Trading LLC2,498$1.07M0.02%
Nebula Research & Development LLC2,183$935.4K0.28%
Worldquant Millennium Advisors LLC2,173$931.1K0.01%
Eisler Capital (UK) Ltd.1,854$794.4K0.07%
Cubist Systematic Strategies, LLC1,831$784.5K0.01%
Everpar Advisors LLC1,818$779.0K0.36%
Virtu Financial LLC1,782$763.0K0.06%
Fiduciary Family Office, LLC1,683$721.1K0.32%
Swiss Life Asset Management Ltd1,578$677.8K0.01%
Benchmark Financial Wealth Advisors, LLC1,250$535.6K0.23%
Icon Wealth Advisors, LLC1,208$517.5K0.05%
Paradigm Financial Partners, LLC1,159$496.6K0.12%
MQS Management LLC1,157$495.7K0.28%
Heritage Wealth Management, LLC1,116$478.2K0.26%
Campbell & CO Investment Adviser LLC1,100$471.3K0.04%
Degroof Petercam Asset Management1,100$471.3K0.01%
Keebeck Alpha, LP1,045$447.8K0.35%
CIBC World Markets Corp935$400.6K0.00%
BHK Investment Advisors, LLC925$396.3K0.23%
Lido Advisors, LLC819$350.9K0.00%
Investment Management Corp of Ontario801$343.2K0.01%
SageView Advisory Group, LLC810$321.2K0.01%
Kestra Private Wealth Services, LLC705$302.1K0.01%
Golden State Equity Partners668$286.3K0.07%
International Private Wealth Advisors LLC664$284.7K0.28%
Tritonpoint Wealth, LLC644$275.9K0.03%
Seven Eight Capital, LP635$272.1K0.03%
Knollwood Investment Advisory, LLC630$269.9K0.06%
Evergreen Capital Management LLC628$269.1K0.01%
Napatree Capital LLC608$260.5K0.26%
Eagle Global Advisors LLC604$258.8K0.02%
Quantbot Technologies LP587$251.5K0.01%
Snowden Capital Advisors LLC585$250.8K0.01%
Teza Capital Management LLC582$249.4K0.04%
Boit C F David600$245.5K0.14%
Apollon Wealth Management, LLC571$244.6K0.01%
CBOE Vest Financial, LLC567$242.9K0.01%
Prospect Financial Services LLC560$239.9K0.24%
Beaumont Financial Advisors, LLC526$225.4K0.02%
Cottonwood Capital Advisors, LLC519$222.4K0.18%
Vontobel Holding Ltd.507$217.2K0.00%
Tower Wealth Partners, Inc.502$215.1K0.15%
Forum Financial Management, LP502$215.1K0.00%
Bedel Financial Consulting, Inc.500$214.2K0.04%
Synovus Financial Corp496$212.5K0.00%
Blue Barn Wealth, LLC492$210.8K0.13%
MTM Investment Management, LLC484$207.3K0.09%
Flputnam Investment Management Co483$207.0K0.00%
Wealthfront Advisers LLC480$205.7K0.00%
International Assets Investment Management, LLC479$205.2K0.03%
Crestwood Advisors Group LLC479$205.1K0.00%
HighPoint Advisor Group LLC467$201.0K0.01%
Principal Securities, Inc.354$151.7K0.01%
Richardson Financial Services Inc.230$98.5K0.09%
GAMMA Investing LLC246$96.2K0.03%
O'Dell Group, LLC104$44.6K0.01%
Livforsakringsbolaget Skandia, Omsesidigt100$42.8K0.00%
Broadwater Capital Management LLC80$34.3K0.03%
BKM Wealth Management, LLC74$31.7K0.01%
Smartleaf Asset Management LLC73$31.3K0.01%
Rise Advisors, LLC69$29.7K0.02%
Cullen/Frost Bankers, Inc.66$28.3K0.00%
Contravisory Investment Management, Inc.60$25.7K0.01%
Wetzel Investment Advisors, Inc.59$25.0K0.02%
Resurgent Financial Advisors LLC57$24.4K0.02%
Quarry LP50$21.4K0.01%
LM Advisors LLC47$20.2K0.00%
Main Street Group, LTD45$19.3K0.01%

Sold out (66)

Institutions that held Watsco Inc at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of WSO in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
J. Goldman & Co LP30,912$11.7M
DnB Asset Management AS27,598$10.4M
Interval Partners, LP16,340$6.17M
Weiss Multi-Strategy Advisers LLC15,525$5.86M
Genus Capital Management Inc.12,135$4.58M
Graham Capital Management, L.P.10,000$3.78M
Sandler Capital Management9,879$3.73M
Twin Tree Management, LP9,558$3.61M
Duality Advisers, LP9,273$3.50M
Strengthening Families & Communities, LLC6,679$2.52M
IFM Investors Pty Ltd6,621$2.50M
Occudo Quantitative Strategies LP5,464$2.06M
Covea Finance3,800$1.44M
Meeder Asset Management Inc3,025$1.14M
Toroso Investments, LLC2,382$899.7K
Horizon Investments, LLC2,125$797.5K
XTX Topco Ltd1,949$736.2K
Independent Advisor Alliance1,813$684.8K
Norden Group LLC1,771$668.9K
Burns Matteson Capital Management, LLC1,673$631.9K
Romano Brothers and Company1,500$566.6K
Sonen Capital LLC1,426$538.6K
BBR Partners, LLC1,370$517.5K
Inceptionr LLC1,244$469.9K
Centiva Capital, LP1,207$455.9K
GTS Securities LLC1,196$451.8K
Diametric Capital, LP1,159$437.8K
FORA Capital, LLC1,037$391.7K
Westpac Banking Corp1,000$377.7K
Great Lakes Advisors, LLC821$310.1K
Levin Capital Strategies, L.P.800$302.2K
Gitterman Wealth Management, LLC691$260.7K
iA Global Asset Management Inc.689$260.0K
Alpha DNA Investment Management LLC665$251.2K
Citizens Financial Group Inc606$228.9K
GW Henssler & Associates Ltd601$227.0K
Greenleaf Trust593$224.0K
Pallas Capital Advisors LLC646$223.6K
StoneX Group Inc.575$217.2K
Banque Cantonale Vaudoise553$209.0K
PFG Investments, LLC553$208.9K
Mach-1 Financial Group, Inc.545$205.9K
Glenmede Trust Co NA542$204.7K
Metis Global Partners, LLC539$203.6K
Heritage Wealth Advisors453$171.1K
Simplex Trading, LLC359$135.0K
Operose Advisors LLC318$120.1K
IMA Wealth, Inc.225$85.0K
Authentikos Wealth Advisory, LLC170$64.2K
Colonial Trust Advisors130$49.1K
Flaharty Asset Management, LLC100$37.8K
FNY Investment Advisers, LLC100$37.0K
Baker Avenue Asset Management, LP89$33.6K
Whittier Trust Co of Nevada Inc79$29.8K
Stonebridge Capital Advisors LLC43$16.2K
Carmel Capital Partners, LLC32$12.1K
Milestone Investment Advisors LLC28$10.6K
WR Wealth Planners, LLC28$10.6K
ORG Partners LLC26$9.82K
Earnest Partners LLC23$8.69K
Perkins Coie Trust Co23$8.69K
Western Pacific Wealth Management, LP16$6.04K
Thomas J. Herzfeld Advisors, Inc.13$4.91K
JNBA Financial Advisors9$3.40K
Optimum Investment Advisors9$3.40K
Sandy Spring Bank3$1.13K

Not filed for Q4 2023 yet (10)

Institutions that held Watsco Inc at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WSO in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
First Republic Investment Management, Inc.203,633$76.9M
Pathstone Family Office, LLC2,531$956.0K
Advisor Partners II, LLC2,330$880.1K
Icon Wealth Partners, LLC1,350$509.8K
Kenfarb & Co.1,225$462.7K
Quantamental Technologies LLC1,196$451.8K
Coury Firm Asset Management LLC820$309.6K
Wealth Management Solutions, LLC575$217.2K
Sutton Wealth Advisors Inc.38$14.4K
Steward Financial Group LLC19$7.00K