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 |
|---|---|---|---|---|---|
| LVW Advisors, LLC | 1,596 | $683.8K | 0.13% | +6+0.4% | Added |
| Moody Lynn & Lieberson, LLC | 1,611 | $690.3K | 0.05% | +5+0.3% | Added |
| NBC Securities, Inc. | 1,667 | $714.0K | 0.07% | −317−16.0% | Reduced |
| Brevan Howard Capital Management LP | 1,677 | $718.5K | 0.07% | +1,136+210.0% | Added |
| Intech Investment Management LLC | 1,683 | $721.1K | 0.01% | +362+27.4% | Added |
| Fiduciary Family Office, LLC | 1,683 | $721.1K | 0.32% | +1,683 | New |
| Avidian Wealth Solutions, LLC | 1,707 | $731.2K | 0.05% | +137+8.7% | Added |
| Steward Partners Investment Advisory, LLC | 1,721 | $737.4K | 0.01% | +54+3.2% | Added |
| SlateStone Wealth, LLC | 1,735 | $743.0K | 0.10% | −23−1.3% | Reduced |
| Park Avenue Securities LLC | 1,748 | $749.0K | 0.01% | +803+85.0% | Added |
| SG Americas Securities, LLC | 1,753 | $751.0K | 0.01% | +905+106.7% | Added |
| Lighthouse Investment Partners, LLC | 1,765 | $756.3K | 0.06% | −16,541−90.4% | Reduced |
| Virtu Financial LLC | 1,782 | $763.0K | 0.06% | +1,782 | New |
| ProShare Advisors LLC | 1,781 | $763.1K | 0.00% | −31−1.7% | Reduced |
| Everpar Advisors LLC | 1,818 | $779.0K | 0.36% | +1,818 | New |
| Cubist Systematic Strategies, LLC | 1,831 | $784.5K | 0.01% | +1,831 | New |
| TrinityPoint Wealth, LLC | 1,833 | $785.5K | 0.14% | −523−22.2% | Reduced |
| Eisler Capital (UK) Ltd. | 1,854 | $794.4K | 0.07% | +1,854 | New |
| Stock Yards Bank & Trust Co | 1,859 | $796.5K | 0.03% | −68−3.5% | Reduced |
| Bank of Nova Scotia | 1,890 | $809.8K | 0.00% | +891+89.2% | Added |
| Johnson Financial Group, Inc. | 1,905 | $816.2K | 0.04% | −499−20.8% | Reduced |
| Modera Wealth Management, LLC | 1,943 | $832.5K | 0.01% | +54+2.9% | Added |
| DFPG Investments, LLC | 2,041 | $834.9K | 0.07% | −158−7.2% | Reduced |
| Change Path, LLC | 1,951 | $836.0K | 0.05% | −110−5.3% | Reduced |
| Burney Co | 1,962 | $840.7K | 0.04% | −1,385−41.4% | Reduced |
| Belpointe Asset Management LLC | 1,965 | $842.0K | 0.07% | +250+14.6% | Added |
| Mayflower Financial Advisors, LLC | 1,974 | $845.8K | 0.12% | −44−2.2% | Reduced |
| Capital Analysts, LLC | 1,996 | $855.0K | 0.04% | −39−1.9% | Reduced |
| CIBC Asset Management Inc | 2,000 | $856.9K | 0.00% | −157−7.3% | Reduced |
| Confluence Wealth Services, Inc. | 2,000 | $857.1K | 0.09% | +233+13.2% | Added |
| Avantax Advisory Services, Inc. | 2,005 | $859.0K | 0.01% | −1,947−49.3% | Reduced |
| Aviva PLC | 2,021 | $865.9K | 0.00% | +331+19.6% | Added |
| Parsons Capital Management Inc | 2,040 | $874.1K | 0.06% | +183+9.9% | Added |
| Daiwa Securities Group Inc. | 2,100 | $900.0K | 0.01% | +100+5.0% | Added |
| FDx Advisors, Inc. | 2,112 | $905.0K | 0.07% | −354−14.4% | Reduced |
| Prudential PLC | 2,150 | $921.2K | 0.01% | +377+21.3% | Added |
| Connectus Wealth, LLC | 2,165 | $927.6K | 0.02% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 2,173 | $931.1K | 0.01% | +2,173 | New |
| Nebula Research & Development LLC | 2,183 | $935.4K | 0.28% | +2,183 | New |
| Financial Advisory Service, Inc. | 2,200 | $942.7K | 0.09% | +8+0.4% | Added |
| Oak Ridge Investments LLC | 2,201 | $943.1K | 0.11% | +102+4.9% | Added |
| Ensemble Capital Management, LLC | 2,235 | $957.6K | 0.09% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 2,265 | $970.0K | 1.34% | 00.0% | Unchanged |
| Americana Partners, LLC | 2,309 | $975.5K | 0.09% | +267+13.1% | Added |
| Crawford Investment Counsel Inc | 2,285 | $979.1K | 0.02% | −30−1.3% | Reduced |
| Alps Advisors Inc | 2,354 | $1.01M | 0.01% | −44−1.8% | Reduced |
| Wealth Alliance | 2,364 | $1.01M | 0.14% | −64−2.6% | Reduced |
| Atlas Private Wealth Management | 2,367 | $1.01M | 0.48% | −126−5.1% | Reduced |
| Saturna Capital CORP | 2,405 | $1.03M | 0.02% | +917+61.6% | Added |
| Williams Jones Wealth Management, LLC. | 2,425 | $1.04M | 0.01% | +109+4.7% | Added |
| Ascent Group, LLC | 2,571 | $1.06M | 0.10% | +636+32.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,465 | $1.06M | 0.01% | +10+0.4% | Added |
| Crossmark Global Holdings, Inc. | 2,493 | $1.07M | 0.02% | −62−2.4% | Reduced |
| Walleye Trading LLC | 2,498 | $1.07M | 0.02% | +2,498 | New |
| Bokf, NA | 2,499 | $1.07M | 0.02% | +30+1.2% | Added |
| Northeast Financial Consultants Inc | 2,500 | $1.07M | 0.06% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 2,500 | $1.07M | 0.00% | +2,500 | New |
| M&T Bank Corp | 2,519 | $1.08M | 0.00% | +530+26.6% | Added |
| Advisor OS, LLC | 2,521 | $1.08M | 0.14% | −172−6.4% | Reduced |
| Charter Oak Capital Management, LLC | 2,540 | $1.09M | 0.13% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 2,542 | $1.09M | 0.00% | −1,648−39.3% | Reduced |
| Lindenwold Advisors | 2,546 | $1.09M | 0.62% | −17−0.7% | Reduced |
| Voloridge Investment Management, LLC | 2,582 | $1.11M | 0.00% | +2,582 | New |
| Maryland State Retirement & Pension System | 2,605 | $1.12M | 0.02% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 2,626 | $1.13M | 0.30% | 00.0% | Unchanged |
| Centennial Bank | 2,683 | $1.15M | 0.69% | −16−0.6% | Reduced |
| Cetera Investment Advisers | 2,708 | $1.16M | 0.01% | −353−11.5% | Reduced |
| Cox Capital Mgt LLC | 2,715 | $1.16M | 0.76% | −40−1.5% | Reduced |
| Ellsworth Advisors, LLC | 2,718 | $1.16M | 0.37% | +171+6.7% | Added |
| Employees Retirement System of Texas | 2,718 | $1.17M | 0.01% | +2,718 | New |
| National Asset Management, Inc. | 2,721 | $1.17M | 0.03% | −600−18.1% | Reduced |
| Bayesian Capital Management, LP | 2,750 | $1.18M | 0.13% | +2,750 | New |
| Donaldson Capital Management, LLC | 2,834 | $1.21M | 0.05% | −37−1.3% | Reduced |
| GWM Advisors LLC | 2,859 | $1.23M | 0.01% | −38−1.3% | Reduced |
| Gulf International Bank (UK) Ltd | 2,878 | $1.23M | 0.03% | −314−9.8% | Reduced |
| Hilltop Holdings Inc. | 2,908 | $1.25M | 0.14% | +17+0.6% | Added |
| Cetera Advisor Networks LLC | 2,921 | $1.25M | 0.01% | −75−2.5% | Reduced |
| Securian Asset Management, Inc | 2,941 | $1.26M | 0.04% | +100+3.5% | Added |
| CoreCap Advisors, LLC | 2,968 | $1.27M | 0.08% | +137+4.8% | Added |
| Great Valley Advisor Group, Inc. | 2,982 | $1.28M | 0.04% | +1,768+145.6% | Added |
| Pinebridge Investments, L.P. | 2,993 | $1.28M | 0.01% | +902+43.1% | Added |
| Portside Wealth Group, LLC | 2,996 | $1.28M | 0.24% | −346−10.4% | Reduced |
| Lake Street Advisors Group, LLC | 3,006 | $1.29M | 0.06% | +3,006 | New |
| Annandale Capital, LLC | 3,006 | $1.29M | 0.30% | 00.0% | Unchanged |
| Ethic Inc. | 3,019 | $1.29M | 0.04% | +256+9.3% | Added |
| Concurrent Investment Advisors, LLC | 3,069 | $1.31M | 0.06% | +3,069 | New |
| Procyon Private Wealth Partners, LLC | 3,186 | $1.37M | 0.12% | +232+7.9% | Added |
| CIBC World Markets Inc. | 3,206 | $1.37M | 0.00% | +839+35.4% | Added |
| Quantinno Capital Management LP | 3,246 | $1.39M | 0.05% | +268+9.0% | Added |
| Chicago Trust Co NA | 3,297 | $1.41M | 0.31% | −50−1.5% | Reduced |
| Access Financial Services, Inc. | 3,323 | $1.42M | 0.73% | −594−15.2% | Reduced |
| Nordwand Advisors, LLC | 3,443 | $1.48M | 0.39% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 3,485 | $1.49M | 0.14% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 3,571 | $1.53M | 0.96% | +3,571 | New |
| Mercer Global Advisors Inc | 3,584 | $1.53M | 0.00% | +55+1.6% | Added |
| Umb Bank N A | 3,593 | $1.54M | 0.02% | −10.0% | Reduced |
| Federated Hermes, Inc. | 3,620 | $1.55M | 0.00% | −354−8.9% | Reduced |
| Brown Advisory Inc | 3,653 | $1.57M | 0.00% | −121−3.2% | Reduced |
| State of Alaska, Department of Revenue | 3,657 | $1.57M | 0.02% | −330−8.3% | Reduced |
| Birch Capital Management, LLC | 3,666 | $1.57M | 0.90% | +74+2.1% | Added |