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 |
|---|---|---|---|---|---|
| Lee Financial Co | 4,674 | $2.00M | 0.35% | −3−0.1% | Reduced |
| Schechter Investment Advisors, LLC | 4,584 | $1.96M | 0.17% | −1,137−19.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,488 | $1.92M | 0.12% | +20.0% | Added |
| Raymond James Trust N.A. | 4,425 | $1.90M | 0.05% | −404−8.4% | Reduced |
| Toronto Dominion Bank | 4,372 | $1.87M | 0.00% | −2,012−31.5% | Reduced |
| HRT Financial LP | 4,263 | $1.83M | 0.01% | +4,263 | New |
| Gilder Gagnon Howe & Co LLC | 4,252 | $1.82M | 0.03% | +4,252 | New |
| Girard Partners Ltd. | 4,248 | $1.82M | 0.18% | −25−0.6% | Reduced |
| STRS Ohio | 4,172 | $1.79M | 0.01% | −1,086−20.7% | Reduced |
| Public Employees Retirement Association of Colorado | 4,143 | $1.77M | 0.01% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 4,100 | $1.76M | 0.02% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 4,094 | $1.75M | 0.29% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,002 | $1.71M | 0.06% | +4,002 | New |
| MML Investors Services, LLC | 3,955 | $1.70M | 0.01% | +308+8.4% | Added |
| Creative Planning | 3,943 | $1.69M | 0.00% | +245+6.6% | Added |
| Nissay Asset Management Corp | 3,891 | $1.67M | 0.01% | +117+3.1% | Added |
| British Columbia Investment Management Corp | 3,861 | $1.65M | 0.01% | +821+27.0% | Added |
| Tower Research Capital LLC (TRC) | 3,847 | $1.65M | 0.02% | +1,669+76.6% | Added |
| JustInvest LLC | 3,838 | $1.64M | 0.04% | +482+14.4% | Added |
| Cambridge Trust Co | 3,797 | $1.63M | 0.07% | −85−2.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,766 | $1.61M | 0.01% | −201−5.1% | Reduced |
| RFG Advisory, LLC | 3,750 | $1.61M | 0.06% | −421−10.1% | Reduced |
| Cetera Advisors LLC | 3,746 | $1.60M | 0.02% | +149+4.1% | Added |
| Strategic Advocates LLC | 3,741 | $1.60M | 0.68% | −252−6.3% | Reduced |
| Intrepid Capital Management Inc | 3,691 | $1.58M | 1.08% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 3,681 | $1.58M | 0.04% | +941+34.3% | Added |
| Beacon Pointe Advisors, LLC | 3,675 | $1.57M | 0.02% | −709−16.2% | Reduced |
| Birch Capital Management, LLC | 3,666 | $1.57M | 0.90% | +74+2.1% | Added |
| State of Alaska, Department of Revenue | 3,657 | $1.57M | 0.02% | −330−8.3% | Reduced |
| Brown Advisory Inc | 3,653 | $1.57M | 0.00% | −121−3.2% | Reduced |
| Federated Hermes, Inc. | 3,620 | $1.55M | 0.00% | −354−8.9% | Reduced |
| Umb Bank N A | 3,593 | $1.54M | 0.02% | −10.0% | Reduced |
| Mercer Global Advisors Inc | 3,584 | $1.53M | 0.00% | +55+1.6% | Added |
| Trueblood Wealth Management, LLC | 3,571 | $1.53M | 0.96% | +3,571 | New |
| Capital Investment Advisory Services, LLC | 3,485 | $1.49M | 0.14% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 3,443 | $1.48M | 0.39% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 3,323 | $1.42M | 0.73% | −594−15.2% | Reduced |
| Chicago Trust Co NA | 3,297 | $1.41M | 0.31% | −50−1.5% | Reduced |
| Quantinno Capital Management LP | 3,246 | $1.39M | 0.05% | +268+9.0% | Added |
| CIBC World Markets Inc. | 3,206 | $1.37M | 0.00% | +839+35.4% | Added |
| Procyon Private Wealth Partners, LLC | 3,186 | $1.37M | 0.12% | +232+7.9% | Added |
| Concurrent Investment Advisors, LLC | 3,069 | $1.31M | 0.06% | +3,069 | New |
| Ethic Inc. | 3,019 | $1.29M | 0.04% | +256+9.3% | Added |
| Annandale Capital, LLC | 3,006 | $1.29M | 0.30% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 3,006 | $1.29M | 0.06% | +3,006 | New |
| Portside Wealth Group, LLC | 2,996 | $1.28M | 0.24% | −346−10.4% | Reduced |
| Pinebridge Investments, L.P. | 2,993 | $1.28M | 0.01% | +902+43.1% | Added |
| Great Valley Advisor Group, Inc. | 2,982 | $1.28M | 0.04% | +1,768+145.6% | Added |
| CoreCap Advisors, LLC | 2,968 | $1.27M | 0.08% | +137+4.8% | Added |
| Securian Asset Management, Inc | 2,941 | $1.26M | 0.04% | +100+3.5% | Added |
| Cetera Advisor Networks LLC | 2,921 | $1.25M | 0.01% | −75−2.5% | Reduced |
| Hilltop Holdings Inc. | 2,908 | $1.25M | 0.14% | +17+0.6% | Added |
| Gulf International Bank (UK) Ltd | 2,878 | $1.23M | 0.03% | −314−9.8% | Reduced |
| GWM Advisors LLC | 2,859 | $1.23M | 0.01% | −38−1.3% | Reduced |
| Donaldson Capital Management, LLC | 2,834 | $1.21M | 0.05% | −37−1.3% | Reduced |
| Bayesian Capital Management, LP | 2,750 | $1.18M | 0.13% | +2,750 | New |
| National Asset Management, Inc. | 2,721 | $1.17M | 0.03% | −600−18.1% | Reduced |
| Employees Retirement System of Texas | 2,718 | $1.17M | 0.01% | +2,718 | New |
| Ellsworth Advisors, LLC | 2,718 | $1.16M | 0.37% | +171+6.7% | Added |
| Cox Capital Mgt LLC | 2,715 | $1.16M | 0.76% | −40−1.5% | Reduced |
| Cetera Investment Advisers | 2,708 | $1.16M | 0.01% | −353−11.5% | Reduced |
| Centennial Bank | 2,683 | $1.15M | 0.69% | −16−0.6% | Reduced |
| J. W. Coons Advisors, LLC | 2,626 | $1.13M | 0.30% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 2,605 | $1.12M | 0.02% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 2,582 | $1.11M | 0.00% | +2,582 | New |
| Lindenwold Advisors | 2,546 | $1.09M | 0.62% | −17−0.7% | Reduced |
| Allianz Asset Management GmbH | 2,542 | $1.09M | 0.00% | −1,648−39.3% | Reduced |
| Charter Oak Capital Management, LLC | 2,540 | $1.09M | 0.13% | 00.0% | Unchanged |
| Advisor OS, LLC | 2,521 | $1.08M | 0.14% | −172−6.4% | Reduced |
| M&T Bank Corp | 2,519 | $1.08M | 0.00% | +530+26.6% | 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 |
| Bokf, NA | 2,499 | $1.07M | 0.02% | +30+1.2% | Added |
| Walleye Trading LLC | 2,498 | $1.07M | 0.02% | +2,498 | New |
| Crossmark Global Holdings, Inc. | 2,493 | $1.07M | 0.02% | −62−2.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,465 | $1.06M | 0.01% | +10+0.4% | Added |
| Ascent Group, LLC | 2,571 | $1.06M | 0.10% | +636+32.9% | Added |
| Williams Jones Wealth Management, LLC. | 2,425 | $1.04M | 0.01% | +109+4.7% | Added |
| Saturna Capital CORP | 2,405 | $1.03M | 0.02% | +917+61.6% | Added |
| Atlas Private Wealth Management | 2,367 | $1.01M | 0.48% | −126−5.1% | Reduced |
| Wealth Alliance | 2,364 | $1.01M | 0.14% | −64−2.6% | Reduced |
| Alps Advisors Inc | 2,354 | $1.01M | 0.01% | −44−1.8% | Reduced |
| Crawford Investment Counsel Inc | 2,285 | $979.1K | 0.02% | −30−1.3% | Reduced |
| Americana Partners, LLC | 2,309 | $975.5K | 0.09% | +267+13.1% | Added |
| Groesbeck Investment Management Corp | 2,265 | $970.0K | 1.34% | 00.0% | Unchanged |
| Ensemble Capital Management, LLC | 2,235 | $957.6K | 0.09% | 00.0% | Unchanged |
| Oak Ridge Investments LLC | 2,201 | $943.1K | 0.11% | +102+4.9% | Added |
| Financial Advisory Service, Inc. | 2,200 | $942.7K | 0.09% | +8+0.4% | Added |
| Nebula Research & Development LLC | 2,183 | $935.4K | 0.28% | +2,183 | New |
| Worldquant Millennium Advisors LLC | 2,173 | $931.1K | 0.01% | +2,173 | New |
| Connectus Wealth, LLC | 2,165 | $927.6K | 0.02% | 00.0% | Unchanged |
| Prudential PLC | 2,150 | $921.2K | 0.01% | +377+21.3% | Added |
| FDx Advisors, Inc. | 2,112 | $905.0K | 0.07% | −354−14.4% | Reduced |
| Daiwa Securities Group Inc. | 2,100 | $900.0K | 0.01% | +100+5.0% | Added |
| Parsons Capital Management Inc | 2,040 | $874.1K | 0.06% | +183+9.9% | Added |
| Aviva PLC | 2,021 | $865.9K | 0.00% | +331+19.6% | Added |
| Avantax Advisory Services, Inc. | 2,005 | $859.0K | 0.01% | −1,947−49.3% | Reduced |
| Confluence Wealth Services, Inc. | 2,000 | $857.1K | 0.09% | +233+13.2% | Added |
| CIBC Asset Management Inc | 2,000 | $856.9K | 0.00% | −157−7.3% | Reduced |
| Capital Analysts, LLC | 1,996 | $855.0K | 0.04% | −39−1.9% | Reduced |