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 |
|---|---|---|---|---|---|
| Mayflower Financial Advisors, LLC | 1,974 | $845.8K | 0.12% | −44−2.2% | Reduced |
| Belpointe Asset Management LLC | 1,965 | $842.0K | 0.07% | +250+14.6% | Added |
| Burney Co | 1,962 | $840.7K | 0.04% | −1,385−41.4% | Reduced |
| Change Path, LLC | 1,951 | $836.0K | 0.05% | −110−5.3% | Reduced |
| DFPG Investments, LLC | 2,041 | $834.9K | 0.07% | −158−7.2% | Reduced |
| Modera Wealth Management, LLC | 1,943 | $832.5K | 0.01% | +54+2.9% | Added |
| Johnson Financial Group, Inc. | 1,905 | $816.2K | 0.04% | −499−20.8% | Reduced |
| Bank of Nova Scotia | 1,890 | $809.8K | 0.00% | +891+89.2% | Added |
| Stock Yards Bank & Trust Co | 1,859 | $796.5K | 0.03% | −68−3.5% | Reduced |
| Eisler Capital (UK) Ltd. | 1,854 | $794.4K | 0.07% | +1,854 | New |
| TrinityPoint Wealth, LLC | 1,833 | $785.5K | 0.14% | −523−22.2% | Reduced |
| Cubist Systematic Strategies, LLC | 1,831 | $784.5K | 0.01% | +1,831 | New |
| Everpar Advisors LLC | 1,818 | $779.0K | 0.36% | +1,818 | New |
| ProShare Advisors LLC | 1,781 | $763.1K | 0.00% | −31−1.7% | Reduced |
| Virtu Financial LLC | 1,782 | $763.0K | 0.06% | +1,782 | New |
| Lighthouse Investment Partners, LLC | 1,765 | $756.3K | 0.06% | −16,541−90.4% | Reduced |
| SG Americas Securities, LLC | 1,753 | $751.0K | 0.01% | +905+106.7% | Added |
| Park Avenue Securities LLC | 1,748 | $749.0K | 0.01% | +803+85.0% | Added |
| SlateStone Wealth, LLC | 1,735 | $743.0K | 0.10% | −23−1.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,721 | $737.4K | 0.01% | +54+3.2% | Added |
| Avidian Wealth Solutions, LLC | 1,707 | $731.2K | 0.05% | +137+8.7% | 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 |
| Brevan Howard Capital Management LP | 1,677 | $718.5K | 0.07% | +1,136+210.0% | Added |
| NBC Securities, Inc. | 1,667 | $714.0K | 0.07% | −317−16.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,611 | $690.3K | 0.05% | +5+0.3% | Added |
| LVW Advisors, LLC | 1,596 | $683.8K | 0.13% | +6+0.4% | Added |
| Thoroughbred Financial Services, LLC | 1,584 | $679.0K | 0.05% | −331−17.3% | Reduced |
| Congress Wealth Management LLC | 1,583 | $678.5K | 0.01% | +152+10.6% | Added |
| Swiss Life Asset Management Ltd | 1,578 | $677.8K | 0.01% | +1,578 | New |
| AdvisorNet Financial, Inc | 1,556 | $666.7K | 0.06% | +1,521+4,345.7% | Added |
| Cary Street Partner Investment Advisory LLC | 1,544 | $661.6K | 0.03% | +463+42.8% | Added |
| Teacher Retirement System of Texas | 1,536 | $658.0K | 0.00% | −1,053−40.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,500 | $642.7K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,493 | $639.7K | 0.08% | 00.0% | Unchanged |
| Equitable Trust Co | 1,483 | $635.4K | 0.05% | −18−1.2% | Reduced |
| Private Advisor Group, LLC | 1,470 | $630.1K | 0.00% | −612−29.4% | Reduced |
| Shelton Capital Management | 1,468 | $629.0K | 0.02% | −76−4.9% | Reduced |
| Yarbrough Capital, LLC | 1,447 | $620.0K | 0.03% | 00.0% | Unchanged |
| Handelsinvest Investeringsforvaltning | 1,431 | $613.0K | 0.25% | −12,569−89.8% | Reduced |
| Axxcess Wealth Management, LLC | 1,424 | $610.3K | 0.02% | +645+82.8% | Added |
| Symmetry Partners, LLC | 1,417 | $608.0K | 0.03% | −71−4.8% | Reduced |
| Algert Global LLC | 1,404 | $601.6K | 0.02% | +540+62.5% | Added |
| Parallel Advisors, LLC | 1,399 | $599.5K | 0.02% | −46−3.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,395 | $597.7K | 0.09% | +20+1.5% | Added |
| Advocate Group LLC | 1,384 | $593.0K | 0.13% | −113−7.5% | Reduced |
| Verition Fund Management LLC | 1,377 | $590.0K | 0.01% | +471+52.0% | Added |
| Baker Tilly Wealth Management, LLC | 1,372 | $587.9K | 0.10% | −173−11.2% | Reduced |
| Veriti Management LLC | 1,364 | $584.5K | 0.05% | +646+90.0% | Added |
| Commerce Bank | 1,338 | $573.3K | 0.00% | +59+4.6% | Added |
| Pine Valley Investments Ltd Liability Co | 1,333 | $571.2K | 0.05% | +37+2.9% | Added |
| Perfromance Wealth Partners, LLC | 1,325 | $567.7K | 0.02% | −135−9.2% | Reduced |
| Ostrum Asset Management | 1,324 | $567.3K | 0.05% | −524−28.4% | Reduced |
| Integrated Wealth Concepts LLC | 1,317 | $564.1K | 0.01% | +67+5.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,317 | $564.0K | 0.01% | +620+89.0% | Added |
| First Bank & Trust | 1,303 | $558.3K | 0.13% | +40+3.2% | Added |
| E. Ohman J:or Asset Management AB | 1,300 | $557.0K | 0.02% | −300−18.8% | Reduced |
| Moneta Group Investment Advisors LLC | 1,293 | $554.0K | 0.01% | +33+2.6% | Added |
| Kestra Advisory Services, LLC | 1,288 | $551.7K | 0.00% | +63+5.1% | Added |
| Benchmark Financial Wealth Advisors, LLC | 1,250 | $535.6K | 0.23% | +1,250 | New |
| Fifth Third Bancorp | 1,247 | $534.3K | 0.00% | −20−1.6% | Reduced |
| Johnson Investment Counsel Inc | 1,244 | $533.0K | 0.01% | −4,462−78.2% | Reduced |
| Headlands Technologies LLC | 1,242 | $532.2K | 0.16% | −197−13.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,232 | $527.9K | 0.01% | +186+17.8% | Added |
| Blueshift Asset Management, LLC | 1,221 | $523.2K | 0.28% | −376−23.5% | Reduced |
| Icon Wealth Advisors, LLC | 1,208 | $517.5K | 0.05% | +1,208 | New |
| Knowledge Leaders Capital, LLC | 1,188 | $509.0K | 0.80% | −102−7.9% | Reduced |
| Paradigm Financial Partners, LLC | 1,159 | $496.6K | 0.12% | +1,159 | New |
| MQS Management LLC | 1,157 | $495.7K | 0.28% | +1,157 | New |
| Krane Funds Advisors LLC | 1,150 | $492.7K | 0.02% | −187−14.0% | Reduced |
| Compass Ion Advisors, LLC | 1,135 | $486.4K | 0.08% | −1,085−48.9% | Reduced |
| Park National Corp | 1,132 | $485.0K | 0.02% | +1+0.1% | Added |
| Heritage Wealth Management, LLC | 1,116 | $478.2K | 0.26% | +1,116 | New |
| Profund Advisors LLC | 1,102 | $472.2K | 0.02% | +198+21.9% | Added |
| 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 |
| Park Place Capital Corp | 1,057 | $452.9K | 0.18% | −5−0.5% | Reduced |
| Keebeck Alpha, LP | 1,045 | $447.8K | 0.35% | +1,045 | New |
| Eqis Capital Management, Inc. | 1,042 | $446.6K | 0.04% | −106−9.2% | Reduced |
| Quantum Private Wealth, LLC | 1,038 | $444.5K | 0.19% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,035 | $443.7K | 0.03% | −31−2.9% | Reduced |
| Centennial Wealth Advisory LLC | 1,035 | $443.5K | 0.23% | −59−5.4% | Reduced |
| Roundview Capital LLC | 1,027 | $440.0K | 0.04% | 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 |
| Valeo Financial Advisors, LLC | 999 | $428.0K | 0.02% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 984 | $422.0K | 0.00% | +153+18.4% | Added |
| QRG Capital Management, Inc. | 962 | $412.2K | 0.01% | +236+32.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 960 | $411.3K | 0.02% | +20+2.1% | Added |
| EverSource Wealth Advisors, LLC | 947 | $405.7K | 0.04% | +3+0.3% | Added |
| IFP Advisors, Inc | 942 | $403.5K | 0.02% | −407−30.2% | Reduced |
| CIBC World Markets Corp | 935 | $400.6K | 0.00% | +935 | New |
| Mutual Advisors, LLC | 935 | $400.5K | 0.01% | +240+34.5% | Added |
| Sound View Wealth Advisors Group, LLC | 934 | $400.2K | 0.04% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,013 | $398.0K | 0.48% | −320−24.0% | Reduced |
| Delta Financial Group, Inc. | 930 | $398.0K | 0.13% | +10+1.1% | Added |
| Avestar Capital, LLC | 927 | $397.2K | 0.05% | −5−0.5% | Reduced |
| BHK Investment Advisors, LLC | 925 | $396.3K | 0.23% | +925 | New |
| Ellevest, Inc. | 915 | $392.1K | 0.03% | +8+0.9% | Added |
| David Loasby | 931 | $378.1K | 0.04% | +159+20.6% | Added |