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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $42.8K | 0.00% | +100 | New |
| O'Dell Group, LLC | 104 | $44.6K | 0.01% | +104 | New |
| Harvest Fund Management Co., Ltd | 106 | $45.0K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 140 | $60.0K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 145 | $60.8K | 0.00% | +13+9.8% | Added |
| First Manhattan Co | 147 | $63.0K | 0.00% | −1−0.7% | Reduced |
| HM Payson & Co | 164 | $70.3K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 173 | $74.1K | 0.05% | 00.0% | Unchanged |
| Private Trust Co NA | 201 | $86.1K | 0.01% | +10+5.2% | Added |
| Trust Co of Vermont | 222 | $95.1K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 246 | $96.2K | 0.03% | +246 | New |
| Cedar Wealth Management, LLC | 230 | $98.5K | 0.04% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 230 | $98.5K | 0.09% | +230 | New |
| Ronald Blue Trust, Inc. | 267 | $101.0K | 0.00% | +113+73.4% | Added |
| Desjardins Global Asset Management Inc. | 246 | $105.5K | 0.01% | +3+1.2% | Added |
| American National Bank | 247 | $105.8K | 0.02% | +215+671.9% | Added |
| JJJ Advisors Inc. | 261 | $111.8K | 0.03% | +4+1.6% | Added |
| UniSuper Management Pty Ltd | 300 | $128.5K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 305 | $130.7K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 308 | $132.1K | 0.03% | +98+46.7% | Added |
| Central Trust Co | 330 | $141.4K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 340 | $145.7K | 0.06% | 00.0% | Unchanged |
| Principal Securities, Inc. | 354 | $151.7K | 0.01% | +354 | New |
| Covestor Ltd | 373 | $160.0K | 0.11% | −43−10.3% | Reduced |
| Baldwin Brothers Inc | 389 | $166.7K | 0.01% | −61−13.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 397 | $170.1K | 0.00% | +9+2.3% | Added |
| Geneos Wealth Management Inc. | 407 | $174.4K | 0.01% | −141−25.7% | Reduced |
| Colonial Trust Co | 413 | $177.0K | 0.04% | +113+37.7% | Added |
| Assetmark, Inc | 428 | $183.4K | 0.00% | −835−66.1% | Reduced |
| Eagle Bay Advisors LLC | 431 | $184.8K | 0.12% | +186+75.9% | Added |
| Parkside Financial Bank & Trust | 445 | $190.8K | 0.03% | +37+9.1% | Added |
| First Horizon Advisors, Inc. | 456 | $195.4K | 0.01% | +18+4.1% | Added |
| Ieq Capital, LLC | 467 | $200.3K | 0.00% | −69−12.9% | Reduced |
| HighPoint Advisor Group LLC | 467 | $201.0K | 0.01% | +467 | New |
| Advisory Services Network, LLC | 472 | $202.1K | 0.00% | −61−11.4% | Reduced |
| Lloyd Advisory Services, LLC. | 474 | $202.9K | 0.10% | −1,297−73.2% | Reduced |
| Crestwood Advisors Group LLC | 479 | $205.1K | 0.00% | +479 | New |
| International Assets Investment Management, LLC | 479 | $205.2K | 0.03% | +479 | New |
| Wealthfront Advisers LLC | 480 | $205.7K | 0.00% | +480 | New |
| Flputnam Investment Management Co | 483 | $207.0K | 0.00% | +483 | New |
| MTM Investment Management, LLC | 484 | $207.3K | 0.09% | +484 | New |
| Independent Wealth Network Inc. | 488 | $209.1K | 0.11% | −114−18.9% | Reduced |
| Blue Barn Wealth, LLC | 492 | $210.8K | 0.13% | +492 | New |
| Synovus Financial Corp | 496 | $212.5K | 0.00% | +496 | New |
| Bedel Financial Consulting, Inc. | 500 | $214.2K | 0.04% | +500 | New |
| Tower Wealth Partners, Inc. | 502 | $215.1K | 0.15% | +502 | New |
| Forum Financial Management, LP | 502 | $215.1K | 0.00% | +502 | New |
| Vontobel Holding Ltd. | 507 | $217.2K | 0.00% | +507 | New |
| Boston Private Wealth LLC | 517 | $221.6K | 0.01% | −58−10.1% | Reduced |
| Cottonwood Capital Advisors, LLC | 519 | $222.4K | 0.18% | +519 | New |
| Beaumont Financial Advisors, LLC | 526 | $225.4K | 0.02% | +526 | New |
| Huntington National Bank | 528 | $226.2K | 0.00% | −135−20.4% | Reduced |
| Quadrant Capital Group LLC | 534 | $228.8K | 0.02% | +23+4.5% | Added |
| Gladius Capital Management LP | 538 | $230.5K | 0.14% | −9−1.6% | Reduced |
| InterOcean Capital Group, LLC | 538 | $230.5K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 539 | $230.9K | 0.02% | −129−19.3% | Reduced |
| APG Asset Management N.V. | 600 | $232.7K | 0.00% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 551 | $236.1K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 552 | $237.0K | 0.02% | −7−1.3% | Reduced |
| Prospect Financial Services LLC | 560 | $239.9K | 0.24% | +560 | New |
| Thrive Wealth Management, LLC | 561 | $240.4K | 0.05% | +16+2.9% | Added |
| Simon Quick Advisors, LLC | 562 | $240.8K | 0.02% | −8−1.4% | Reduced |
| CBOE Vest Financial, LLC | 567 | $242.9K | 0.01% | +567 | New |
| Signaturefd, LLC | 569 | $243.8K | 0.01% | −108−16.0% | Reduced |
| Apollon Wealth Management, LLC | 571 | $244.6K | 0.01% | +571 | New |
| River Wealth Advisors LLC | 571 | $244.7K | 0.04% | −23−3.9% | Reduced |
| Boit C F David | 600 | $245.5K | 0.14% | +600 | New |
| Boyar Asset Management Inc. | 579 | $248.1K | 0.19% | −7−1.2% | Reduced |
| Legacy Trust | 580 | $248.5K | 0.06% | 00.0% | Unchanged |
| Teza Capital Management LLC | 582 | $249.4K | 0.04% | +582 | New |
| Savant Capital, LLC | 583 | $249.8K | 0.00% | −76−11.5% | Reduced |
| Snowden Capital Advisors LLC | 585 | $250.8K | 0.01% | +585 | New |
| Quantbot Technologies LP | 587 | $251.5K | 0.01% | +587 | New |
| Farther Finance Advisors, LLC | 592 | $253.7K | 0.02% | +301+103.4% | Added |
| Nixon Peabody Trust Co | 600 | $257.1K | 0.03% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 601 | $257.5K | 0.04% | −59−8.9% | Reduced |
| Prio Wealth Limited Partnership | 602 | $257.9K | 0.01% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 604 | $258.8K | 0.02% | +604 | New |
| Napatree Capital LLC | 608 | $260.5K | 0.26% | +608 | New |
| Assenagon Asset Management S.A. | 611 | $261.8K | 0.00% | +32+5.5% | Added |
| Sawtooth Solutions, LLC | 619 | $265.2K | 0.01% | +6+1.0% | Added |
| Bleakley Financial Group, LLC | 619 | $265.2K | 0.01% | +6+1.0% | Added |
| Fulcrum Capital LLC | 619 | $265.2K | 0.07% | +38+6.5% | Added |
| Waldron Private Wealth LLC | 621 | $266.1K | 0.01% | +39+6.7% | Added |
| Lake Street Financial LLC | 621 | $266.1K | 0.04% | −10−1.6% | Reduced |
| FourThought Financial Partners, LLC | 626 | $268.2K | 0.03% | +1+0.2% | Added |
| Evergreen Capital Management LLC | 628 | $269.1K | 0.01% | +628 | New |
| Knollwood Investment Advisory, LLC | 630 | $269.9K | 0.06% | +630 | New |
| Seven Eight Capital, LP | 635 | $272.1K | 0.03% | +635 | New |
| MAI Capital Management | 642 | $275.1K | 0.00% | −11−1.7% | Reduced |
| Tritonpoint Wealth, LLC | 644 | $275.9K | 0.03% | +644 | New |
| Landscape Capital Management, L.L.C. | 649 | $278.1K | 0.02% | −47,060−98.6% | Reduced |
| Proequities, Inc. | 651 | $278.9K | 0.02% | +612+1,569.2% | Added |
| LGT Financial Advisors LLC | 654 | $280.0K | 0.34% | +17+2.7% | Added |
| Atria Wealth Solutions, Inc. | 657 | $281.5K | 0.00% | −13−1.9% | Reduced |
| International Private Wealth Advisors LLC | 664 | $284.7K | 0.28% | +664 | New |
| Golden State Equity Partners | 668 | $286.3K | 0.07% | +668 | New |
| MJP Associates Inc | 668 | $286.4K | 0.08% | −39−5.5% | Reduced |
| Woodstock Corp | 675 | $289.2K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 692 | $297.0K | 0.00% | +47+7.3% | Added |