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 |
|---|---|---|---|---|---|
| Caitlin John, LLC | 11 | $4.71K | 0.00% | +11 | New |
| Bourgeon Capital Management LLC | 10 | $4.29K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 10 | $4.29K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $4.29K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 9 | $3.86K | 0.00% | +1+12.5% | Added |
| Castleview Partners, LLC | 9 | $3.86K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 8 | $3.43K | 0.00% | +8 | New |
| Rakuten Securities, Inc. | 8 | $3.43K | 0.00% | +8 | New |
| Riggs Asset Managment Co. Inc. | 7 | $3.00K | 0.00% | +7 | New |
| Quent Capital, LLC | 5 | $2.17K | 0.00% | +3+150.0% | Added |
| DiNuzzo Private Wealth, Inc. | 5 | $2.14K | 0.00% | +5 | New |
| Orion Capital Management LLC | 5 | $2.14K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 5 | $2.14K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4 | $1.71K | 0.00% | −3−42.9% | Reduced |
| Scarborough Advisors, LLC | 3 | $1.34K | 0.00% | +3 | New |
| Sachetta, LLC | 3 | $1.29K | 0.00% | +3 | New |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2 | $857 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $857 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 2 | $857 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 2 | $756 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 0 | $467 | 0.00% | −35−100.0% | Reduced |
| Baystate Wealth Management LLC | 1 | $431 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $429 | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 1 | $428 | 0.00% | −91−98.9% | Reduced |
| Tfo-TDC, LLC | 1 | $428 | 0.00% | 00.0% | Unchanged |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −30,912−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −27,598−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −16,340−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −15,525−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −12,135−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −9,879−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −9,558−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −9,273−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −6,679−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −6,621−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −5,464−100.0% | Sold out |
| Covea Finance | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −3,025−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −2,382−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −2,125−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,949−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −1,813−100.0% | Sold out |
| Norden Group LLC | 0 | $0 | 0.00% | −1,771−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −1,673−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Sonen Capital LLC | 0 | $0 | 0.00% | −1,426−100.0% | Sold out |
| BBR Partners, LLC | 0 | $0 | 0.00% | −1,370−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −1,244−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,207−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −1,196−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −1,159−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −1,037−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −821−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Gitterman Wealth Management, LLC | 0 | $0 | 0.00% | −691−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −689−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −665−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −606−100.0% | Sold out |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −601−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −593−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −646−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −553−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −553−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −545−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −542−100.0% | Sold out |
| Metis Global Partners, LLC | 0 | $0 | 0.00% | −539−100.0% | Sold out |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −453−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −359−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −318−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Authentikos Wealth Advisory, LLC | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Western Pacific Wealth Management, LP | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Icon Wealth Partners, LLC | – | – | – | – | Not filed |
| Kenfarb & Co. | – | – | – | – | Not filed |
| Quantamental Technologies LLC | – | – | – | – | Not filed |
| Coury Firm Asset Management LLC | – | – | – | – | Not filed |