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 |
|---|---|---|---|---|---|
| Arete Wealth Advisors, LLC | 860 | $368.5K | 0.03% | +2+0.2% | Added |
| Ci Investments Inc. | 853 | $365.0K | 0.00% | +376+78.8% | Added |
| Vident Advisory, LLC | 829 | $355.2K | 0.01% | −24,841−96.8% | Reduced |
| Lido Advisors, LLC | 819 | $350.9K | 0.00% | +819 | New |
| Penserra Capital Management LLC | 808 | $345.0K | 0.01% | +47+6.2% | Added |
| Intrust Bank NA | 803 | $344.1K | 0.04% | +59+7.9% | Added |
| Investment Management Corp of Ontario | 801 | $343.2K | 0.01% | +801 | New |
| Dorsey & Whitney Trust CO LLC | 785 | $336.3K | 0.03% | +5+0.6% | Added |
| JTC Employer Solutions Trusteee Ltd | 780 | $334.0K | 0.03% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 778 | $333.5K | 0.10% | +4+0.5% | Added |
| Janus Henderson Group PLC | 772 | $331.2K | 0.00% | −12,042−94.0% | Reduced |
| Haverford Trust Co | 772 | $330.8K | 0.00% | +55+7.7% | Added |
| Triad Investment Management | 768 | $329.1K | 0.43% | +54+7.6% | Added |
| Palogic Value Management, L.P. | 766 | $328.2K | 0.15% | +84+12.3% | Added |
| Heartwood Wealth Advisors LLC | 761 | $326.1K | 0.04% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 810 | $325.7K | 0.19% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 810 | $321.2K | 0.01% | +810 | New |
| Lincoln National Corp | 728 | $311.7K | 0.01% | +28+4.0% | Added |
| Taylor Hoffman Wealth Management | 724 | $310.2K | 0.14% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 714 | $305.9K | 0.05% | −90−11.2% | Reduced |
| Voya Financial Advisors, Inc. | 707 | $303.3K | 0.04% | −52−6.9% | Reduced |
| Dorsey Wright & Associates | 707 | $303.0K | 0.09% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 705 | $302.1K | 0.01% | +705 | New |
| Alberta Investment Management Corp | 700 | $299.9K | 0.00% | 00.0% | Unchanged |
| Univest Financial Corp | 699 | $299.5K | 0.09% | −46−6.2% | Reduced |
| ICW Investment Advisors LLC | 696 | $298.0K | 0.15% | +44+6.7% | Added |
| Checchi Capital Advisers, LLC | 695 | $297.8K | 0.02% | +52+8.1% | Added |
| CWM, LLC | 692 | $297.0K | 0.00% | +47+7.3% | Added |
| Woodstock Corp | 675 | $289.2K | 0.03% | 00.0% | Unchanged |
| MJP Associates Inc | 668 | $286.4K | 0.08% | −39−5.5% | Reduced |
| Golden State Equity Partners | 668 | $286.3K | 0.07% | +668 | New |
| International Private Wealth Advisors LLC | 664 | $284.7K | 0.28% | +664 | New |
| Atria Wealth Solutions, Inc. | 657 | $281.5K | 0.00% | −13−1.9% | Reduced |
| LGT Financial Advisors LLC | 654 | $280.0K | 0.34% | +17+2.7% | Added |
| Proequities, Inc. | 651 | $278.9K | 0.02% | +612+1,569.2% | Added |
| Landscape Capital Management, L.L.C. | 649 | $278.1K | 0.02% | −47,060−98.6% | Reduced |
| Tritonpoint Wealth, LLC | 644 | $275.9K | 0.03% | +644 | New |
| MAI Capital Management | 642 | $275.1K | 0.00% | −11−1.7% | Reduced |
| Seven Eight Capital, LP | 635 | $272.1K | 0.03% | +635 | New |
| Knollwood Investment Advisory, LLC | 630 | $269.9K | 0.06% | +630 | New |
| Evergreen Capital Management LLC | 628 | $269.1K | 0.01% | +628 | New |
| FourThought Financial Partners, LLC | 626 | $268.2K | 0.03% | +1+0.2% | Added |
| Lake Street Financial LLC | 621 | $266.1K | 0.04% | −10−1.6% | Reduced |
| Waldron Private Wealth LLC | 621 | $266.1K | 0.01% | +39+6.7% | Added |
| Sawtooth Solutions, LLC | 619 | $265.2K | 0.01% | +6+1.0% | Added |
| Bleakley Financial Group, LLC | 619 | $265.2K | 0.01% | +6+1.0% | Added |
| Fulcrum Capital LLC | 619 | $265.2K | 0.07% | +38+6.5% | Added |
| Assenagon Asset Management S.A. | 611 | $261.8K | 0.00% | +32+5.5% | Added |
| Napatree Capital LLC | 608 | $260.5K | 0.26% | +608 | New |
| Eagle Global Advisors LLC | 604 | $258.8K | 0.02% | +604 | New |
| Prio Wealth Limited Partnership | 602 | $257.9K | 0.01% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 601 | $257.5K | 0.04% | −59−8.9% | Reduced |
| Nixon Peabody Trust Co | 600 | $257.1K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 592 | $253.7K | 0.02% | +301+103.4% | Added |
| Quantbot Technologies LP | 587 | $251.5K | 0.01% | +587 | New |
| Snowden Capital Advisors LLC | 585 | $250.8K | 0.01% | +585 | New |
| Savant Capital, LLC | 583 | $249.8K | 0.00% | −76−11.5% | Reduced |
| Teza Capital Management LLC | 582 | $249.4K | 0.04% | +582 | New |
| Legacy Trust | 580 | $248.5K | 0.06% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 579 | $248.1K | 0.19% | −7−1.2% | Reduced |
| Boit C F David | 600 | $245.5K | 0.14% | +600 | New |
| River Wealth Advisors LLC | 571 | $244.7K | 0.04% | −23−3.9% | Reduced |
| Apollon Wealth Management, LLC | 571 | $244.6K | 0.01% | +571 | New |
| Signaturefd, LLC | 569 | $243.8K | 0.01% | −108−16.0% | Reduced |
| CBOE Vest Financial, LLC | 567 | $242.9K | 0.01% | +567 | New |
| Simon Quick Advisors, LLC | 562 | $240.8K | 0.02% | −8−1.4% | Reduced |
| Thrive Wealth Management, LLC | 561 | $240.4K | 0.05% | +16+2.9% | Added |
| Prospect Financial Services LLC | 560 | $239.9K | 0.24% | +560 | New |
| Tradition Wealth Management, LLC | 552 | $237.0K | 0.02% | −7−1.3% | Reduced |
| Aureus Asset Management, LLC | 551 | $236.1K | 0.02% | 00.0% | Unchanged |
| APG Asset Management N.V. | 600 | $232.7K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 539 | $230.9K | 0.02% | −129−19.3% | Reduced |
| Gladius Capital Management LP | 538 | $230.5K | 0.14% | −9−1.6% | Reduced |
| InterOcean Capital Group, LLC | 538 | $230.5K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 534 | $228.8K | 0.02% | +23+4.5% | Added |
| Huntington National Bank | 528 | $226.2K | 0.00% | −135−20.4% | Reduced |
| Beaumont Financial Advisors, LLC | 526 | $225.4K | 0.02% | +526 | New |
| Cottonwood Capital Advisors, LLC | 519 | $222.4K | 0.18% | +519 | New |
| Boston Private Wealth LLC | 517 | $221.6K | 0.01% | −58−10.1% | Reduced |
| Vontobel Holding Ltd. | 507 | $217.2K | 0.00% | +507 | New |
| Tower Wealth Partners, Inc. | 502 | $215.1K | 0.15% | +502 | New |
| Forum Financial Management, LP | 502 | $215.1K | 0.00% | +502 | New |
| Bedel Financial Consulting, Inc. | 500 | $214.2K | 0.04% | +500 | New |
| Synovus Financial Corp | 496 | $212.5K | 0.00% | +496 | New |
| Blue Barn Wealth, LLC | 492 | $210.8K | 0.13% | +492 | New |
| Independent Wealth Network Inc. | 488 | $209.1K | 0.11% | −114−18.9% | Reduced |
| MTM Investment Management, LLC | 484 | $207.3K | 0.09% | +484 | New |
| Flputnam Investment Management Co | 483 | $207.0K | 0.00% | +483 | New |
| Wealthfront Advisers LLC | 480 | $205.7K | 0.00% | +480 | New |
| International Assets Investment Management, LLC | 479 | $205.2K | 0.03% | +479 | New |
| Crestwood Advisors Group LLC | 479 | $205.1K | 0.00% | +479 | New |
| Lloyd Advisory Services, LLC. | 474 | $202.9K | 0.10% | −1,297−73.2% | Reduced |
| Advisory Services Network, LLC | 472 | $202.1K | 0.00% | −61−11.4% | Reduced |
| HighPoint Advisor Group LLC | 467 | $201.0K | 0.01% | +467 | New |
| Ieq Capital, LLC | 467 | $200.3K | 0.00% | −69−12.9% | Reduced |
| First Horizon Advisors, Inc. | 456 | $195.4K | 0.01% | +18+4.1% | Added |
| Parkside Financial Bank & Trust | 445 | $190.8K | 0.03% | +37+9.1% | Added |
| Eagle Bay Advisors LLC | 431 | $184.8K | 0.12% | +186+75.9% | Added |
| Assetmark, Inc | 428 | $183.4K | 0.00% | −835−66.1% | Reduced |
| Colonial Trust Co | 413 | $177.0K | 0.04% | +113+37.7% | Added |