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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tobam | 133 | $57.0K | 0.01% | +133 | New |
| Resources Management Corp | 140 | $60.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 147 | $63.5K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 163 | $70.4K | 0.01% | −98−37.5% | Reduced |
| National Bank of Canada | 147 | $70.4K | 0.00% | +2+1.4% | Added |
| Private Trust Co NA | 192 | $82.9K | 0.01% | −9−4.5% | Reduced |
| Archer Investment Corp | 195 | $84.2K | 0.03% | +195 | New |
| Whittier Trust Co | 198 | $85.5K | 0.00% | +98+98.0% | Added |
| Bessemer Group Inc | 202 | $87.0K | 0.00% | +124+159.0% | Added |
| Trust Co of Vermont | 222 | $95.9K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 224 | $96.8K | 0.00% | +60+36.6% | Added |
| Cedar Wealth Management, LLC | 230 | $99.4K | 0.03% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 245 | $105.8K | 0.07% | +15+6.5% | Added |
| Quest Partners LLC | 248 | $107.1K | 0.02% | +248 | New |
| Continuum Advisory, LLC | 229 | $108.1K | 0.02% | +229 | New |
| GAMMA Investing LLC | 258 | $111.4K | 0.02% | +12+4.9% | Added |
| Mather Group, LLC. | 266 | $114.0K | 0.00% | +266 | New |
| Y.D. More Investments Ltd | 280 | $121.0K | 0.02% | +280 | New |
| Rakuten Investment Management, Inc. | 293 | $126.6K | 0.00% | +269+1,120.8% | Added |
| Baldwin Brothers Inc | 300 | $129.6K | 0.01% | −89−22.9% | Reduced |
| Evermay Wealth Management LLC | 305 | $131.8K | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 309 | $133.5K | 0.00% | −19,588−98.4% | Reduced |
| Allworth Financial LP | 318 | $137.4K | 0.00% | +220+224.5% | Added |
| Central Trust Co | 330 | $142.6K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 340 | $146.9K | 0.06% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 342 | $147.9K | 0.03% | +34+11.0% | Added |
| Eagle Bay Advisors LLC | 343 | $148.4K | 0.09% | −88−20.4% | Reduced |
| Hilltop National Bank | 361 | $155.9K | 0.05% | +361 | New |
| Principal Securities, Inc. | 362 | $156.4K | 0.00% | +8+2.3% | Added |
| Geneos Wealth Management Inc. | 373 | $160.9K | 0.01% | −34−8.4% | Reduced |
| Colonial Trust Co | 413 | $178.4K | 0.03% | 00.0% | Unchanged |
| Gladius Capital Management LP | 419 | $181.0K | 0.18% | −119−22.1% | Reduced |
| First Horizon Advisors, Inc. | 438 | $189.2K | 0.01% | −18−3.9% | Reduced |
| Aquatic Capital Management LLC | 440 | $190.1K | 0.01% | −6,440−93.6% | Reduced |
| Boston Private Wealth LLC | 466 | $201.3K | 0.00% | −51−9.9% | Reduced |
| Wealthfront Advisers LLC | 469 | $202.6K | 0.00% | −11−2.3% | Reduced |
| My Legacy Advisors, LLC | 474 | $204.8K | 0.07% | +474 | New |
| Prudential PLC | 477 | $206.1K | 0.00% | −1,673−77.8% | Reduced |
| Sequoia Financial Advisors, LLC | 478 | $206.5K | 0.00% | +478 | New |
| Cottonwood Capital Advisors, LLC | 501 | $206.6K | 0.16% | −18−3.5% | Reduced |
| Flputnam Investment Management Co | 480 | $207.3K | 0.00% | −3−0.6% | Reduced |
| International Assets Investment Management, LLC | 478 | $207.5K | 0.02% | −1−0.2% | Reduced |
| Tower Wealth Partners, Inc. | 483 | $208.6K | 0.14% | −19−3.8% | Reduced |
| Vontobel Holding Ltd. | 484 | $209.1K | 0.00% | −23−4.5% | Reduced |
| Breakwater Capital Group | 491 | $212.1K | 0.05% | +491 | New |
| Synovus Financial Corp | 493 | $213.0K | 0.00% | −3−0.6% | Reduced |
| Impact Partnership Wealth, LLC | 494 | $213.4K | 0.08% | +481+3,700.0% | Added |
| Toroso Investments, LLC | 496 | $214.3K | 0.00% | +496 | New |
| Bedel Financial Consulting, Inc. | 500 | $216.0K | 0.03% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 500 | $216.0K | 0.00% | +200+66.7% | Added |
| Campbell Capital Management Inc | 500 | $216.0K | 0.10% | +500 | New |
| Investment Management Corp of Ontario | 501 | $216.4K | 0.01% | −300−37.5% | Reduced |
| Forum Financial Management, LP | 502 | $216.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 508 | $219.4K | 0.02% | −26−4.9% | Reduced |
| Northern Oak Wealth Management Inc | 510 | $220.3K | 0.03% | −9,254−94.8% | Reduced |
| Paloma Partners Management Co | 511 | $220.7K | 0.03% | +511 | New |
| Knowledge Leaders Capital, LLC | 518 | $223.8K | 0.39% | −670−56.4% | Reduced |
| Alpha DNA Investment Management LLC | 520 | $224.6K | 0.12% | +520 | New |
| LGT Financial Advisors LLC | 523 | $225.7K | 0.26% | −131−20.0% | Reduced |
| Wolverine Trading, LLC | 524 | $226.4K | 0.00% | −12,568−96.0% | Reduced |
| Beaumont Financial Advisors, LLC | 526 | $227.2K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 526 | $227.4K | 0.04% | +81+18.2% | Added |
| Northside Capital Management, LLC | 528 | $228.2K | 0.04% | −250−32.1% | Reduced |
| Assenagon Asset Management S.A. | 533 | $230.2K | 0.00% | −78−12.8% | Reduced |
| Arkadios Wealth Advisors | 533 | $230.2K | 0.02% | −6−1.1% | Reduced |
| Koshinski Asset Management, Inc. | 533 | $230.2K | 0.02% | +533 | New |
| Prelude Capital Management, LLC | 535 | $231.1K | 0.02% | +535 | New |
| Scientech Research LLC | 536 | $231.5K | 0.12% | +536 | New |
| Summit Trail Advisors, LLC | 541 | $233.6K | 0.01% | +541 | New |
| Blue Barn Wealth, LLC | 543 | $234.6K | 0.13% | +51+10.4% | Added |
| Prospect Financial Services LLC | 545 | $235.4K | 0.19% | −15−2.7% | Reduced |
| River Wealth Advisors LLC | 547 | $236.3K | 0.03% | −24−4.2% | Reduced |
| Aureus Asset Management, LLC | 551 | $238.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 555 | $239.9K | 0.02% | +3+0.5% | Added |
| APG Asset Management N.V. | 600 | $240.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 557 | $240.6K | 0.01% | −12−2.1% | Reduced |
| Boyar Asset Management Inc. | 559 | $241.5K | 0.16% | −20−3.5% | Reduced |
| Csenge Advisory Group | 567 | $244.9K | 0.01% | +567 | New |
| HighPoint Advisor Group LLC | 512 | $245.0K | 0.02% | +45+9.6% | Added |
| InterOcean Capital Group, LLC | 570 | $246.2K | 0.01% | +32+5.9% | Added |
| Napatree Capital LLC | 553 | $247.6K | 0.24% | −55−9.0% | Reduced |
| Legacy Trust | 580 | $250.5K | 0.06% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 581 | $251.0K | 0.01% | −40−6.4% | Reduced |
| Covestor Ltd | 581 | $252.0K | 0.16% | +208+55.8% | Added |
| Headlands Technologies LLC | 597 | $257.9K | 0.06% | −645−51.9% | Reduced |
| Nixon Peabody Trust Co | 600 | $259.2K | 0.02% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 601 | $259.6K | 0.05% | +40+7.1% | Added |
| Prio Wealth Limited Partnership | 602 | $260.0K | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 607 | $262.2K | 0.00% | +24+4.1% | Added |
| Fulcrum Capital LLC | 619 | $267.4K | 0.06% | 00.0% | Unchanged |
| Assetmark, Inc | 620 | $267.8K | 0.00% | +192+44.9% | Added |
| Lake Street Financial LLC | 621 | $268.3K | 0.04% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 624 | $269.6K | 0.02% | +62+11.0% | Added |
| Boit C F David | 600 | $270.4K | 0.15% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 626 | $270.6K | 0.03% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 628 | $271.4K | 0.01% | +57+10.0% | Added |
| Knollwood Investment Advisory, LLC | 630 | $272.1K | 0.05% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 631 | $272.6K | 0.01% | +3+0.5% | Added |
| Tritonpoint Wealth, LLC | 613 | $275.9K | 0.03% | −31−4.8% | Reduced |
| Advisory Services Network, LLC | 639 | $276.1K | 0.01% | +167+35.4% | Added |