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Livermore
Livermore
ZHEN

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

Q1 2024 vs. Q4 2023

How the institutions holding Watsco Inc changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of WSO: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders7277746+26
Shares35.7M3.61K36.2M+544.0K (+1.5%)
Value$15.3B$1.51M$15.6B+$366.0M (+2.4%)

7 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (81)

Institutions that held Watsco Inc at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to WSO in Q1 2024
InstitutionSharesValue% of portfolio
Vantage Investment Partners, LLC29,949$12.9M1.16%
Danske Bank A/S19,456$8.40M0.03%
Andra AP-fonden17,300$7.47M0.13%
Rockefeller Capital Management L.P.13,459$5.81M0.02%
Resona Asset Management Co.,Ltd.12,574$5.43M0.03%
Prosperity Consulting Group, LLC12,499$5.40M0.68%
Mirae Asset Global Investments Co., Ltd.12,431$5.37M0.01%
DnB Asset Management AS8,034$3.47M0.02%
IFM Investors Pty Ltd7,233$3.12M0.03%
Fred Alger Management, LLC5,431$2.35M0.01%
Semanteon Capital Management, LP3,043$1.31M0.84%
Graham Capital Management, L.P.2,828$1.22M0.03%
SpiderRock Advisors, LLC2,925$1.20M0.04%
Harvey Investment Co LLC2,715$1.17M0.13%
Prime Capital Investment Advisors, LLC2,691$1.16M0.02%
Colony Group, LLC2,247$971.0K0.01%
First Commonwealth Financial Corp2,225$961.1K0.26%
La Banque Postale Asset Management SA2,198$949.5K0.04%
Quantitative Investment Management, LLC2,186$944.0K0.06%
Greenleaf Trust2,154$930.5K0.01%
Pearl River Capital, LLC1,987$858.3K0.14%
Maxi Investments CY Ltd1,927$832.0K0.22%
Sherbrooke Park Advisers LLC1,922$830.2K0.16%
Diversify Advisory Services, LLC1,894$822.3K0.05%
Norden Group LLC1,829$790.2K0.16%
Symmetry Investments LP1,376$594.4K0.06%
Entropy Technologies, LP1,221$527.4K0.06%
Bank of Hawaii1,201$518.8K0.03%
Donoghue Forlines LLC1,195$516.2K0.15%
Healthcare of Ontario Pension Plan Trust Fund1,137$491.1K0.00%
Duality Advisers, LP1,132$489.0K0.05%
Sciencast Management LP1,120$483.8K0.29%
Siemens Fonds Invest GmbH991$428.1K0.03%
Laurion Capital Management LP986$425.9K0.01%
Plato Investment Management Ltd955$412.5K0.04%
Prospera Financial Services Inc934$403.9K0.01%
Asahi Life Asset Management Co., Ltd.860$371.5K0.22%
Mattern Capital Management, LLC819$353.8K0.05%
Exchange Traded Concepts, LLC716$309.3K0.01%
Numerai GP LLC701$302.8K0.13%
ASB Consultores, LLC642$277.3K0.07%
Simplicity Wealth,LLC640$276.5K0.01%
Csenge Advisory Group567$244.9K0.01%
Summit Trail Advisors, LLC541$233.6K0.01%
Scientech Research LLC536$231.5K0.12%
Prelude Capital Management, LLC535$231.1K0.02%
Koshinski Asset Management, Inc.533$230.2K0.02%
Alpha DNA Investment Management LLC520$224.6K0.12%
Paloma Partners Management Co511$220.7K0.03%
Campbell Capital Management Inc500$216.0K0.10%
Toroso Investments, LLC496$214.3K0.00%
Breakwater Capital Group491$212.1K0.05%
Sequoia Financial Advisors, LLC478$206.5K0.00%
My Legacy Advisors, LLC474$204.8K0.07%
Hilltop National Bank361$155.9K0.05%
Y.D. More Investments Ltd280$121.0K0.02%
Mather Group, LLC.266$114.0K0.00%
Continuum Advisory, LLC229$108.1K0.02%
Quest Partners LLC248$107.1K0.02%
Archer Investment Corp195$84.2K0.03%
Tobam133$57.0K0.01%
Opal Wealth Advisors, LLC107$46.2K0.02%
FNY Investment Advisers, LLC100$43.0K0.03%
MCF Advisors LLC90$38.9K0.00%
Whittier Trust Co of Nevada Inc87$37.6K0.00%
ORG Partners LLC71$30.8K0.06%
Colonial Trust Advisors71$30.7K0.00%
First PREMIER Bank59$25.0K0.01%
Tortoise Investment Management, LLC42$18.1K0.00%
WR Wealth Planners, LLC33$14.3K0.00%
Abich Financial Wealth Management LLC20$8.64K0.01%
Pacific Capital Wealth Advisors, Inc18$7.78K0.00%
Northwest Investment Counselors, LLC16$6.91K0.00%
LRI Investments, LLC16$6.91K0.00%
Pingora Partners LLC15$6.48K0.00%
Rocky Mountain Advisers, LLC13$5.62K0.00%
Meeder Asset Management Inc9$3.89K0.00%
First Command Advisory Services, Inc.36$3.34K0.00%
American Capital Advisory, LLC5$1.59K0.00%
First Pacific Financial2$8640.00%
TFC Financial Management1$4320.00%

Sold out (55)

Institutions that held Watsco Inc at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of WSO in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Cartenna Capital, LP106,300$45.5M
Lord, Abbett & Co. LLC61,745$26.5M
Driehaus Capital Management LLC55,977$24.0M
Scopus Asset Management, L.P.47,500$20.4M
Kodai Capital Management LP41,834$17.9M
Boothbay Fund Management, LLC21,854$9.36M
Buck Wealth Strategies, LLC16,454$7.05M
Qube Research & Technologies Ltd11,227$4.81M
Monument Capital Management6,974$2.99M
Two Sigma Investments, LP5,600$2.40M
Bridgewater Associates, LP5,411$2.32M
Jefferies Financial Group Inc.5,322$2.28M
Cetera Advisors LLC3,746$1.60M
Strategic Advocates LLC3,741$1.60M
Cetera Advisor Networks LLC2,921$1.25M
Bayesian Capital Management, LP2,750$1.18M
Ellsworth Advisors, LLC2,718$1.16M
Nebula Research & Development LLC2,183$935.4K
Eisler Capital (UK) Ltd.1,854$794.4K
Cubist Systematic Strategies, LLC1,831$784.5K
Virtu Financial LLC1,782$763.0K
Lighthouse Investment Partners, LLC1,765$756.3K
Thoroughbred Financial Services, LLC1,584$679.0K
Benchmark Financial Wealth Advisors, LLC1,250$535.6K
MQS Management LLC1,157$495.7K
Keebeck Alpha, LP1,045$447.8K
Arete Wealth Advisors, LLC860$368.5K
SageView Advisory Group, LLC810$321.2K
Dorsey Wright & Associates707$303.0K
Landscape Capital Management, L.L.C.649$278.1K
MAI Capital Management642$275.1K
Seven Eight Capital, LP635$272.1K
Snowden Capital Advisors LLC585$250.8K
CBOE Vest Financial, LLC567$242.9K
Independent Wealth Network Inc.488$209.1K
MTM Investment Management, LLC484$207.3K
Crestwood Advisors Group LLC479$205.1K
Trivant Custom Portfolio Group, LLC173$74.1K
Harvest Fund Management Co., Ltd106$45.0K
O'Dell Group, LLC104$44.6K
Raleigh Capital Management Inc.81$34.9K
BKM Wealth Management, LLC74$31.7K
Resurgent Financial Advisors LLC57$24.4K
Robeco Institutional Asset Management B.V.51$21.9K
Quarry LP50$21.4K
LM Advisors LLC47$20.2K
Crewe Advisors LLC26$11.1K
Glassman Wealth Services19$8.14K
Bourgeon Capital Management LLC10$4.29K
Cherry Tree Wealth Management, LLC10$4.29K
Laffer Tengler Investments8$3.43K
Scarborough Advisors, LLC3$1.34K
Arlington Trust Co LLC2$857
Tfo-TDC, LLC1$428
Kapitalo Investimentos Ltda1$428

Not filed for Q1 2024 yet (7)

Institutions that held Watsco Inc at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WSO in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
DFPG Investments, LLC2,041$834.9K
Golden State Equity Partners668$286.3K
Sawtooth Solutions, LLC619$265.2K
Desjardins Global Asset Management Inc.246$105.5K
Bartlett & Co. LLC20$9.00K
Coppell Advisory Solutions LLC19$8.14K
Baystate Wealth Management LLC1$431