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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
Deutsche Bank AG46,074$19.7M0.01%+14,187+44.5%Added
New York State Common Retirement Fund46,042$19.7M0.03%−4,567−9.0%Reduced
Great West Life Assurance Co45,980$19.7M0.04%+682+1.5%Added
American International Group, Inc.45,812$19.6M0.08%−1,510−3.2%Reduced
Franklin Resources Inc44,737$19.2M0.01%+1,650+3.8%Added
Grace & White Inc42,625$18.3M3.20%−225−0.5%Reduced
Kodai Capital Management LP41,834$17.9M0.37%+41,834New
Comerica Bank41,479$17.8M0.08%−362−0.9%Reduced
New York State Teachers Retirement System41,111$17.6M0.04%−200−0.5%Reduced
Bath Savings Trust Co41,001$17.6M1.97%+331+0.8%Added
State Board of Administration of Florida Retirement System38,350$16.4M0.03%+3,515+10.1%Added
Achmea Investment Management B.V.38,313$16.4M0.34%−5,109−11.8%Reduced
Schroder Investment Management Group37,730$16.2M0.02%−44,081−53.9%Reduced
Covington Investment Advisors Inc.37,490$16.1M2.92%−870−2.3%Reduced
Teachers Retirement System of the State of Kentucky33,472$14.3M0.13%−10,393−23.7%Reduced
River Road Asset Management, LLC33,363$14.3M0.20%−24,447−42.3%Reduced
Wendell David Associates Inc32,942$14.1M1.52%+328+1.0%Added
Massachusetts Financial Services Co32,205$13.8M0.00%−791−2.4%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP34,791$13.6M0.13%−208−0.6%Reduced
Thrivent Financial for Lutherans31,467$13.5M0.03%+23,069+274.7%Added
Susquehanna Portfolio Strategies, LLC30,253$13.0M0.23%+30,253New
Royal London Asset Management Ltd29,994$12.9M0.04%+3,339+12.5%Added
Patrick Mauro Investment Advisor, INC.29,759$12.8M7.59%−2,443−7.6%Reduced
Texas Permanent School Fund29,264$12.5M0.11%+780+2.7%Added
Victory Capital Management Inc28,901$12.4M0.01%−5,009−14.8%Reduced
2Xideas AG28,751$12.3M1.32%−3,492−10.8%Reduced
Marsico Capital Management LLC28,726$12.3M0.48%+8,008+38.7%Added
Carnegie Capital Asset Management, LLC28,712$12.3M0.42%+145+0.5%Added
Credit Suisse AG28,430$12.2M0.01%+1,357+5.0%Added
AXA S.A.26,118$11.2M0.04%+26,118New
Amundi27,292$11.0M0.00%−2,887−9.6%Reduced
Alyeska Investment Group, L.P.25,423$10.9M0.07%+25,423New
Heartland Advisors Inc25,332$10.9M0.57%−3,860−13.2%Reduced
Dudley & Shanley, Inc.25,230$10.8M1.93%−260−1.0%Reduced
Connor, Clark & Lunn Investment Management Ltd.25,034$10.7M0.05%+4,908+24.4%Added
Manufacturers Life Insurance Company, The24,399$10.5M0.01%−672−2.7%Reduced
Janney Montgomery Scott LLC24,031$10.3M0.03%+477+2.0%Added
Amalgamated Bank23,626$10.1M0.08%+79+0.3%Added
Running Oak Capital LLC23,178$9.93M1.96%+2,879+14.2%Added
TownSquare Capital, LLC22,923$9.82M0.17%−1,727−7.0%Reduced
Citigroup Inc22,721$9.74M0.01%−2,840−11.1%Reduced
Stratos Wealth Partners, LTD.21,942$9.40M0.18%−284−1.3%Reduced
Oppenheimer Asset Management Inc.21,909$9.39M0.13%−1,209−5.2%Reduced
Boothbay Fund Management, LLC21,854$9.36M0.35%+21,854New
Ensign Peak Advisors, Inc21,840$9.36M0.02%+10,370+90.4%Added
Bradley Foster & Sargent Inc21,500$9.21M0.18%+21,500New
Forsta Ap-Fonden21,300$9.13M0.09%−1,400−6.2%Reduced
Crown Oak Advisors, LLC21,138$9.06M5.30%+21,138New
Mutual of America Capital Management LLC20,917$8.96M0.10%−880−4.0%Reduced
State of Wisconsin Investment Board20,819$8.92M0.03%+3,037+17.1%Added
Southernsun Asset Management, LLC20,778$8.90M1.03%−4,421−17.5%Reduced
Old National Bancorp20,723$8.88M0.23%−1,311−5.9%Reduced
Wealth Enhancement Advisory Services, LLC20,419$8.75M0.03%+1,232+6.4%Added
Raymond James Financial Services Advisors, Inc.20,111$8.62M0.01%−773−3.7%Reduced
Prospect Capital Advisors, LLC20,000$8.57M3.11%+1,000+5.3%Added
Walleye Capital LLC19,897$8.53M0.12%+19,897New
FineMark National Bank & Trust19,881$8.52M0.35%+420+2.2%Added
DF Dent & Co Inc19,696$8.44M0.11%+80.0%Added
Vision Capital Management, Inc.19,639$8.41M1.31%+128+0.7%Added
MetLife Investment Management19,424$8.32M0.06%−135−0.7%Reduced
State of New Jersey Common Pension Fund D19,104$8.19M0.03%00.0%Unchanged
State of Tennessee, Treasury Department18,999$8.14M0.03%−2,036−9.7%Reduced
Advisor Group Holdings, Inc.18,947$8.13M0.01%−5,345−22.0%Reduced
Marks Group Wealth Management, Inc18,795$8.05M0.92%−422−2.2%Reduced
Tower Bridge Advisors18,730$8.03M0.69%−3,165−14.5%Reduced
Voya Investment Management LLC18,650$7.99M0.01%−1,478−7.3%Reduced
Advisors Capital Management, LLC17,893$7.67M0.16%+919+5.4%Added
Ipswich Investment Management Co., Inc.17,847$7.65M1.93%+165+0.9%Added
Princeton Global Asset Management LLC17,723$7.59M1.91%+649+3.8%Added
Public Employees Retirement System of Ohio17,574$7.53M0.03%+1,486+9.2%Added
Advisors Asset Management, Inc.17,550$7.52M0.15%+644+3.8%Added
Mirabaud Asset Management Ltd17,531$7.51M3.22%+17,531New
B. Metzler seel. Sohn & Co. AG17,435$7.47M0.10%+400+2.3%Added
Redmond Asset Management, LLC17,093$7.32M2.36%−2,150−11.2%Reduced
Naples Global Advisors, LLC17,063$7.31M0.80%−890−5.0%Reduced
HighTower Advisors, LLC16,879$7.23M0.01%+182+1.1%Added
Korea Investment CORP16,829$7.21M0.02%+7,279+76.2%Added
Nisa Investment Advisors, LLC16,460$7.05M0.05%+785+5.0%Added
Buck Wealth Strategies, LLC16,454$7.05M2.61%+649+4.1%Added
Russell Investments Group, Ltd.16,453$7.05M0.01%+104+0.6%Added
Zurcher Kantonalbank (Zurich Cantonalbank)16,432$7.04M0.03%−228−1.4%Reduced
Arcadia Investment Management Corp16,301$6.98M1.33%−158−1.0%Reduced
Susquehanna International Group, LLP16,289$6.98M0.01%−18,473−53.1%Reduced
Yousif Capital Management, LLC16,252$6.96M0.08%+253+1.6%Added
Formuepleje A/S16,184$6.93M0.49%+16,184New
Treasurer of the State of North Carolina15,618$6.69M0.03%+150+1.0%Added
GHP Investment Advisors, Inc.15,571$6.67M0.36%−800−4.9%Reduced
The PNC Financial Services Group, Inc.15,522$6.65M0.01%+543+3.6%Added
Kensington Investment Counsel, LLC15,429$6.61M3.47%+1,610+11.7%Added
Mn Services Vermogensbeheer B.V.15,200$6.51M0.06%−600−3.8%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.15,842$6.48M0.01%+1,959+14.1%Added
WCM Investment Management, LLC14,956$6.42M0.02%+1,772+13.4%Added
Woodline Partners LP14,897$6.38M0.07%+14,897New
LPL Financial LLC14,832$6.36M0.00%−16−0.1%Reduced
LGT Group Foundation14,469$6.21M0.14%+14,469New
UBS Group AG14,019$6.01M0.00%+491+3.6%Added
Gotham Asset Management, LLC13,807$5.92M0.11%+4,330+45.7%Added
Northwest & Ethical Investments L.P.13,754$5.89M0.18%−4,216−23.5%Reduced
Pictet Asset Management Holding SA13,494$5.78M0.01%+10.0%Added
Asset Management One Co.,Ltd.13,473$5.78M0.02%−512−3.7%Reduced