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 |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 695 | $297.8K | 0.02% | +52+8.1% | Added |
| ICW Investment Advisors LLC | 696 | $298.0K | 0.15% | +44+6.7% | Added |
| Univest Financial Corp | 699 | $299.5K | 0.09% | −46−6.2% | Reduced |
| Alberta Investment Management Corp | 700 | $299.9K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 705 | $302.1K | 0.01% | +705 | New |
| Dorsey Wright & Associates | 707 | $303.0K | 0.09% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 707 | $303.3K | 0.04% | −52−6.9% | Reduced |
| Jag Capital Management, LLC | 714 | $305.9K | 0.05% | −90−11.2% | Reduced |
| Taylor Hoffman Wealth Management | 724 | $310.2K | 0.14% | 00.0% | Unchanged |
| Lincoln National Corp | 728 | $311.7K | 0.01% | +28+4.0% | Added |
| SageView Advisory Group, LLC | 810 | $321.2K | 0.01% | +810 | New |
| Autumn Glory Partners, LLC | 810 | $325.7K | 0.19% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 761 | $326.1K | 0.04% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 766 | $328.2K | 0.15% | +84+12.3% | Added |
| Triad Investment Management | 768 | $329.1K | 0.43% | +54+7.6% | Added |
| Haverford Trust Co | 772 | $330.8K | 0.00% | +55+7.7% | Added |
| Janus Henderson Group PLC | 772 | $331.2K | 0.00% | −12,042−94.0% | Reduced |
| Northside Capital Management, LLC | 778 | $333.5K | 0.10% | +4+0.5% | Added |
| JTC Employer Solutions Trusteee Ltd | 780 | $334.0K | 0.03% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 785 | $336.3K | 0.03% | +5+0.6% | Added |
| Investment Management Corp of Ontario | 801 | $343.2K | 0.01% | +801 | New |
| Intrust Bank NA | 803 | $344.1K | 0.04% | +59+7.9% | Added |
| Penserra Capital Management LLC | 808 | $345.0K | 0.01% | +47+6.2% | Added |
| Lido Advisors, LLC | 819 | $350.9K | 0.00% | +819 | New |
| Vident Advisory, LLC | 829 | $355.2K | 0.01% | −24,841−96.8% | Reduced |
| Ci Investments Inc. | 853 | $365.0K | 0.00% | +376+78.8% | Added |
| Arete Wealth Advisors, LLC | 860 | $368.5K | 0.03% | +2+0.2% | Added |
| David Loasby | 931 | $378.1K | 0.04% | +159+20.6% | Added |
| Ellevest, Inc. | 915 | $392.1K | 0.03% | +8+0.9% | Added |
| BHK Investment Advisors, LLC | 925 | $396.3K | 0.23% | +925 | New |
| Avestar Capital, LLC | 927 | $397.2K | 0.05% | −5−0.5% | Reduced |
| Delta Financial Group, Inc. | 930 | $398.0K | 0.13% | +10+1.1% | Added |
| Phillips Wealth Planners LLC | 1,013 | $398.0K | 0.48% | −320−24.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 934 | $400.2K | 0.04% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 935 | $400.5K | 0.01% | +240+34.5% | Added |
| CIBC World Markets Corp | 935 | $400.6K | 0.00% | +935 | New |
| IFP Advisors, Inc | 942 | $403.5K | 0.02% | −407−30.2% | Reduced |
| EverSource Wealth Advisors, LLC | 947 | $405.7K | 0.04% | +3+0.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 960 | $411.3K | 0.02% | +20+2.1% | Added |
| QRG Capital Management, Inc. | 962 | $412.2K | 0.01% | +236+32.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 984 | $422.0K | 0.00% | +153+18.4% | Added |
| Valeo Financial Advisors, LLC | 999 | $428.0K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,000 | $428.5K | 0.05% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,000 | $428.5K | 0.04% | 00.0% | Unchanged |
| Roundview Capital LLC | 1,027 | $440.0K | 0.04% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 1,035 | $443.5K | 0.23% | −59−5.4% | Reduced |
| Flagship Harbor Advisors, LLC | 1,035 | $443.7K | 0.03% | −31−2.9% | Reduced |
| Quantum Private Wealth, LLC | 1,038 | $444.5K | 0.19% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 1,042 | $446.6K | 0.04% | −106−9.2% | Reduced |
| Keebeck Alpha, LP | 1,045 | $447.8K | 0.35% | +1,045 | New |
| Park Place Capital Corp | 1,057 | $452.9K | 0.18% | −5−0.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,100 | $471.3K | 0.04% | +1,100 | New |
| Degroof Petercam Asset Management | 1,100 | $471.3K | 0.01% | +1,100 | New |
| Profund Advisors LLC | 1,102 | $472.2K | 0.02% | +198+21.9% | Added |
| Heritage Wealth Management, LLC | 1,116 | $478.2K | 0.26% | +1,116 | New |
| Park National Corp | 1,132 | $485.0K | 0.02% | +1+0.1% | Added |
| Compass Ion Advisors, LLC | 1,135 | $486.4K | 0.08% | −1,085−48.9% | Reduced |
| Krane Funds Advisors LLC | 1,150 | $492.7K | 0.02% | −187−14.0% | Reduced |
| MQS Management LLC | 1,157 | $495.7K | 0.28% | +1,157 | New |
| Paradigm Financial Partners, LLC | 1,159 | $496.6K | 0.12% | +1,159 | New |
| Knowledge Leaders Capital, LLC | 1,188 | $509.0K | 0.80% | −102−7.9% | Reduced |
| Icon Wealth Advisors, LLC | 1,208 | $517.5K | 0.05% | +1,208 | New |
| Blueshift Asset Management, LLC | 1,221 | $523.2K | 0.28% | −376−23.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,232 | $527.9K | 0.01% | +186+17.8% | Added |
| Headlands Technologies LLC | 1,242 | $532.2K | 0.16% | −197−13.7% | Reduced |
| Johnson Investment Counsel Inc | 1,244 | $533.0K | 0.01% | −4,462−78.2% | Reduced |
| Fifth Third Bancorp | 1,247 | $534.3K | 0.00% | −20−1.6% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 1,250 | $535.6K | 0.23% | +1,250 | New |
| Kestra Advisory Services, LLC | 1,288 | $551.7K | 0.00% | +63+5.1% | Added |
| Moneta Group Investment Advisors LLC | 1,293 | $554.0K | 0.01% | +33+2.6% | Added |
| E. Ohman J:or Asset Management AB | 1,300 | $557.0K | 0.02% | −300−18.8% | Reduced |
| First Bank & Trust | 1,303 | $558.3K | 0.13% | +40+3.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,317 | $564.0K | 0.01% | +620+89.0% | Added |
| Integrated Wealth Concepts LLC | 1,317 | $564.1K | 0.01% | +67+5.4% | Added |
| Ostrum Asset Management | 1,324 | $567.3K | 0.05% | −524−28.4% | Reduced |
| Perfromance Wealth Partners, LLC | 1,325 | $567.7K | 0.02% | −135−9.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 1,333 | $571.2K | 0.05% | +37+2.9% | Added |
| Commerce Bank | 1,338 | $573.3K | 0.00% | +59+4.6% | Added |
| Veriti Management LLC | 1,364 | $584.5K | 0.05% | +646+90.0% | Added |
| Baker Tilly Wealth Management, LLC | 1,372 | $587.9K | 0.10% | −173−11.2% | Reduced |
| Verition Fund Management LLC | 1,377 | $590.0K | 0.01% | +471+52.0% | Added |
| Advocate Group LLC | 1,384 | $593.0K | 0.13% | −113−7.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,395 | $597.7K | 0.09% | +20+1.5% | Added |
| Parallel Advisors, LLC | 1,399 | $599.5K | 0.02% | −46−3.2% | Reduced |
| Algert Global LLC | 1,404 | $601.6K | 0.02% | +540+62.5% | Added |
| Symmetry Partners, LLC | 1,417 | $608.0K | 0.03% | −71−4.8% | Reduced |
| Axxcess Wealth Management, LLC | 1,424 | $610.3K | 0.02% | +645+82.8% | Added |
| Handelsinvest Investeringsforvaltning | 1,431 | $613.0K | 0.25% | −12,569−89.8% | Reduced |
| Yarbrough Capital, LLC | 1,447 | $620.0K | 0.03% | 00.0% | Unchanged |
| Shelton Capital Management | 1,468 | $629.0K | 0.02% | −76−4.9% | Reduced |
| Private Advisor Group, LLC | 1,470 | $630.1K | 0.00% | −612−29.4% | Reduced |
| Equitable Trust Co | 1,483 | $635.4K | 0.05% | −18−1.2% | Reduced |
| Webster Bank, N. A. | 1,493 | $639.7K | 0.08% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,500 | $642.7K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 1,536 | $658.0K | 0.00% | −1,053−40.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,544 | $661.6K | 0.03% | +463+42.8% | Added |
| AdvisorNet Financial, Inc | 1,556 | $666.7K | 0.06% | +1,521+4,345.7% | Added |
| Swiss Life Asset Management Ltd | 1,578 | $677.8K | 0.01% | +1,578 | New |
| Congress Wealth Management LLC | 1,583 | $678.5K | 0.01% | +152+10.6% | Added |
| Thoroughbred Financial Services, LLC | 1,584 | $679.0K | 0.05% | −331−17.3% | Reduced |