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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

13F holders, Q1 2024

Institutional positions in Watsco Inc as of Mar 31, 2024. 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
746
+26 vs. Q4 2023
Shares held
36.2M
+544.0K (+1.5%) vs. Q4 2023
Total value
$15.6B
+$366.0M (+2.4%) vs. Q4 2023
New holders
81
271 more added
Sold out
55
281 more reduced

7 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 746 institutions
Q1 2021: 464 institutionsQ2 2021: 475 institutionsQ3 2021: 478 institutionsQ4 2021: 521 institutionsQ1 2022: 495 institutionsQ2 2022: 516 institutionsQ3 2022: 538 institutionsQ4 2022: 568 institutionsQ1 2023: 615 institutionsQ2 2023: 677 institutionsQ3 2023: 683 institutionsQ4 2023: 727 institutionsQ1 2024: 746 institutionsQ2 2024: 778 institutionsQ3 2024: 789 institutionsQ4 2024: 822 institutionsQ1 2025: 840 institutionsQ2 2025: 807 institutionsQ3 2025: 780 institutionsQ4 2025: 768 institutionsQ1 2026: 772 institutionsQ2 2026: 787 institutions
Value heldQ1 2024: $15.6B
Q1 2021: $8.06BQ2 2021: $8.80BQ3 2021: $8.12BQ4 2021: $9.61BQ1 2022: $9.46BQ2 2022: $7.74BQ3 2022: $8.59BQ4 2022: $8.51BQ1 2023: $11.0BQ2 2023: $13.5BQ3 2023: $13.7BQ4 2023: $15.3BQ1 2024: $15.6BQ2 2024: $16.7BQ3 2024: $17.4BQ4 2024: $16.8BQ1 2025: $17.9BQ2 2025: $15.3BQ3 2025: $14.6BQ4 2025: $12.6BQ1 2026: $13.9BQ2 2026: $15.7B
Institutions holding WSO and their total value by quarter
QuarterHoldersValue
Q2 2026787$15.7B
Q1 2026772$13.9B
Q4 2025768$12.6B
Q3 2025780$14.6B
Q2 2025807$15.3B
Q1 2025840$17.9B
Q4 2024822$16.8B
Q3 2024789$17.4B
Q2 2024778$16.7B
Q1 2024746$15.6B
Q4 2023727$15.3B
Q3 2023683$13.7B
Q2 2023677$13.5B
Q1 2023615$11.0B
Q4 2022568$8.51B
Q3 2022538$8.59B
Q2 2022516$7.74B
Q1 2022495$9.46B
Q4 2021521$9.61B
Q3 2021478$8.12B
Q2 2021475$8.80B
Q1 2021464$8.06B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q4 2023.

Institutions holding WSO in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
TFC Financial Management1$4320.00%+1New
Longfellow Investment Management Co LLC2$8640.00%00.0%Unchanged
Raffa Wealth Management, LLC2$8640.00%00.0%Unchanged
Valued Wealth Advisors LLC2$8640.00%00.0%Unchanged
True Wealth Design, LLC2$8640.00%+1+100.0%Added
First Pacific Financial2$8640.00%+2New
Financial Management Professionals, Inc.3$1.00K0.00%00.0%Unchanged
Sachetta, LLC3$1.29K0.00%00.0%Unchanged
American Capital Advisory, LLC5$1.59K0.00%+5New
Bruce G. Allen Investments, LLC4$1.73K0.00%−7−63.6%Reduced
DiNuzzo Private Wealth, Inc.5$2.16K0.00%00.0%Unchanged
Orion Capital Management LLC5$2.16K0.00%00.0%Unchanged
Tucker Asset Management LLC5$2.16K0.00%00.0%Unchanged
Hexagon Capital Partners LLC5$2.16K0.00%+1+25.0%Added
Quent Capital, LLC5$2.19K0.00%00.0%Unchanged
Avion Wealth5$3.00K0.00%00.0%Unchanged
Rakuten Securities, Inc.7$3.02K0.00%−1−12.5%Reduced
Riggs Asset Managment Co. Inc.7$3.02K0.00%00.0%Unchanged
First Command Advisory Services, Inc.36$3.34K0.00%+36New
SJS Investment Consulting Inc.8$3.46K0.00%−1−11.1%Reduced
Castleview Partners, LLC9$3.89K0.00%00.0%Unchanged
Meeder Asset Management Inc9$3.89K0.00%+9New
Sofos Investments, Inc.10$4.31K0.00%+10Added
Creative Financial Designs Inc10$4.32K0.00%−19−65.5%Reduced
Private Wealth Management Group, LLC10$4.32K0.00%00.0%Unchanged
Atticus Wealth Management, LLC11$4.75K0.00%00.0%Unchanged
Caitlin John, LLC11$4.75K0.00%00.0%Unchanged
Sunbelt Securities, Inc.12$5.18K0.00%00.0%Unchanged
Fortitude Family Office, LLC13$5.62K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC13$5.62K0.00%+13New
Pin Oak Investment Advisors Inc15$6.00K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc14$6.05K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group15$6.48K0.00%00.0%Unchanged
Pingora Partners LLC15$6.48K0.00%+15New
Northwest Investment Counselors, LLC16$6.91K0.00%+16New
LRI Investments, LLC16$6.91K0.00%+16New
Aspire Private Capital, LLC18$7.78K0.00%00.0%Unchanged
CVA Family Office, LLC18$7.78K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc18$7.78K0.00%+18New
Bartlett & Co. Wealth Management LLC20$8.64K0.00%00.0%Unchanged
Abich Financial Wealth Management LLC20$8.64K0.01%+20New
Smithfield Trust Co20$9.00K0.00%00.0%Unchanged
Ancora Advisors, LLC21$9.07K0.00%00.0%Unchanged
Key Financial Inc24$10.4K0.00%00.0%Unchanged
Pathway Financial Advisers, LLC24$10.6K0.00%−5−17.2%Reduced
Larson Financial Group LLC25$10.8K0.00%−53−67.9%Reduced
Versant Capital Management, Inc25$10.8K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.26$11.1K0.00%00.0%Unchanged
Bell Investment Advisors, Inc26$11.2K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.27$11.7K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC31$13.4K0.00%00.0%Unchanged
WR Wealth Planners, LLC33$14.3K0.00%+33New
Criterion Capital Advisors, LLC35$15.1K0.01%−9−20.5%Reduced
Sound Income Strategies, LLC35$15.1K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton35$15.2K0.00%00.0%Unchanged
AdvisorNet Financial, Inc36$15.6K0.00%−1,520−97.7%Reduced
Bogart Wealth, LLC36$15.6K0.00%−2−5.3%Reduced
FSA Wealth Management LLC37$16.1K0.01%00.0%Unchanged
Clearstead Advisors, LLC34$16.3K0.00%+8+30.8%Added
Anchor Investment Management, LLC38$16.4K0.00%00.0%Unchanged
Legacy Bridge, LLC40$17.3K0.01%00.0%Unchanged
Solstein Capital, LLC42$18.1K0.01%00.0%Unchanged
Tortoise Investment Management, LLC42$18.1K0.00%+42New
RE Dickinson Investment Advisors, LLC44$19.0K0.01%+1+2.3%Added
JFS Wealth Advisors, LLC45$19.4K0.00%00.0%Unchanged
Main Street Group, LTD45$19.5K0.01%00.0%Unchanged
Spire Wealth Management46$19.8K0.00%+4+9.5%Added
Global Financial Private Client, LLC47$20.4K0.01%00.0%Unchanged
Cullen/Frost Bankers, Inc.50$21.6K0.00%−16−24.2%Reduced
PSI Advisors, LLC50$21.6K0.01%00.0%Unchanged
Wetzel Investment Advisors, Inc.59$23.7K0.01%00.0%Unchanged
First PREMIER Bank59$25.0K0.01%+59New
EntryPoint Capital, LLC58$25.1K0.02%+29+100.0%Added
Broadwater Capital Management LLC60$25.9K0.02%−20−25.0%Reduced
Contravisory Investment Management, Inc.60$25.9K0.01%00.0%Unchanged
Global Retirement Partners, LLC60$25.9K0.00%+14+30.4%Added
Hall Laurie J Trustee60$26.0K0.01%00.0%Unchanged
West Branch Capital LLC63$27.2K0.01%00.0%Unchanged
Armstrong Advisory Group, Inc65$27.9K0.00%00.0%Unchanged
Massmutual Trust Co FSB68$29.4K0.00%−1−1.4%Reduced
Colonial Trust Advisors71$30.7K0.00%+71New
ORG Partners LLC71$30.8K0.06%+71New
McIlrath & Eck, LLC76$32.8K0.01%+56+280.0%Added
Lindbrook Capital, LLC82$35.4K0.00%+2+2.5%Added
Hartford Financial Management Inc.82$35.4K0.01%+7+9.3%Added
VisionPoint Advisory Group, LLC83$35.9K0.01%+26+45.6%Added
SRS Capital Advisors, Inc.85$36.8K0.00%00.0%Unchanged
Venturi Wealth Management, LLC86$37.1K0.00%+1+1.2%Added
Whittier Trust Co of Nevada Inc87$37.6K0.00%+87New
Salomon & Ludwin, LLC87$37.6K0.00%+30+52.6%Added
Rise Advisors, LLC88$38.0K0.02%+19+27.5%Added
MCF Advisors LLC90$38.9K0.00%+90New
Harbour Investments, Inc.98$42.3K0.00%00.0%Unchanged
FNY Investment Advisers, LLC100$43.0K0.03%+100New
Livforsakringsbolaget Skandia, Omsesidigt100$43.1K0.00%00.0%Unchanged
GoalVest Advisory LLC104$44.9K0.01%+10+10.6%Added
Opal Wealth Advisors, LLC107$46.2K0.02%+107New
Smartleaf Asset Management LLC111$48.2K0.01%+38+52.1%Added
Ronald Blue Trust, Inc.118$51.0K0.00%−149−55.8%Reduced
Jones Financial Companies LLLP131$56.6K0.00%+112+589.5%Added