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 |
|---|---|---|---|---|---|
| Bleakley Financial Group, LLC | 640 | $276.5K | 0.01% | +21+3.4% | Added |
| Simplicity Wealth,LLC | 640 | $276.5K | 0.01% | +640 | New |
| Insigneo Advisory Services, LLC | 642 | $277.3K | 0.03% | +41+6.8% | Added |
| ASB Consultores, LLC | 642 | $277.3K | 0.07% | +642 | New |
| Univest Financial Corp | 659 | $284.7K | 0.08% | −40−5.7% | Reduced |
| Atria Wealth Solutions, Inc. | 661 | $285.5K | 0.00% | +4+0.6% | Added |
| Voya Financial Advisors, Inc. | 669 | $290.5K | 0.03% | −38−5.4% | Reduced |
| Woodstock Corp | 675 | $291.6K | 0.03% | 00.0% | Unchanged |
| Algert Global LLC | 677 | $292.4K | 0.01% | −727−51.8% | Reduced |
| Mutual Advisors, LLC | 683 | $295.0K | 0.01% | −252−27.0% | Reduced |
| Eagle Global Advisors LLC | 688 | $297.3K | 0.02% | +84+13.9% | Added |
| Checchi Capital Advisers, LLC | 692 | $298.9K | 0.02% | −3−0.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 698 | $301.0K | 0.00% | +301+75.8% | Added |
| Alberta Investment Management Corp | 700 | $302.4K | 0.00% | 00.0% | Unchanged |
| Numerai GP LLC | 701 | $302.8K | 0.13% | +701 | New |
| Jag Capital Management, LLC | 714 | $308.4K | 0.04% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 716 | $309.3K | 0.01% | +716 | New |
| D. E. Shaw & Co., Inc. | 717 | $309.7K | 0.00% | −4,800−87.0% | Reduced |
| Taylor Hoffman Wealth Management | 724 | $312.7K | 0.13% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 761 | $328.7K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 762 | $329.2K | 0.01% | −180−19.1% | Reduced |
| Haverford Trust Co | 772 | $333.5K | 0.00% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 772 | $333.5K | 0.14% | +6+0.8% | Added |
| Triad Investment Management | 776 | $335.2K | 0.41% | +8+1.0% | Added |
| Lincoln National Corp | 778 | $336.3K | 0.01% | +50+6.9% | Added |
| Proequities, Inc. | 779 | $336.5K | 0.02% | +128+19.7% | Added |
| Huntington National Bank | 782 | $337.8K | 0.00% | +254+48.1% | Added |
| JTC Employer Solutions Trusteee Ltd | 780 | $338.0K | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 785 | $339.1K | 0.02% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 788 | $340.4K | 0.15% | +92+13.2% | Added |
| Intrust Bank NA | 798 | $344.7K | 0.04% | −5−0.6% | Reduced |
| Avestar Capital, LLC | 798 | $344.7K | 0.04% | −129−13.9% | Reduced |
| Autumn Glory Partners, LLC | 810 | $349.9K | 0.17% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 813 | $350.0K | 0.00% | +5+0.6% | Added |
| Cynosure Management, LLC | 817 | $352.9K | 0.06% | −7,920−90.6% | Reduced |
| Mattern Capital Management, LLC | 819 | $353.8K | 0.05% | +819 | New |
| Lido Advisors, LLC | 822 | $355.3K | 0.00% | +3+0.4% | Added |
| Eqis Capital Management, Inc. | 825 | $356.6K | 0.03% | −217−20.8% | Reduced |
| Swiss Life Asset Management Ltd | 831 | $359.0K | 0.00% | −747−47.3% | Reduced |
| Vident Advisory, LLC | 843 | $364.3K | 0.01% | +14+1.7% | Added |
| QRG Capital Management, Inc. | 845 | $365.0K | 0.00% | −117−12.2% | Reduced |
| Stephens Inc | 850 | $367.2K | 0.01% | −4,840−85.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 860 | $371.5K | 0.22% | +860 | New |
| Teacher Retirement System of Texas | 861 | $372.0K | 0.00% | −675−43.9% | Reduced |
| Compass Ion Advisors, LLC | 868 | $374.8K | 0.05% | −267−23.5% | Reduced |
| Walleye Trading LLC | 878 | $379.3K | 0.01% | −1,620−64.9% | Reduced |
| Ieq Capital, LLC | 882 | $380.9K | 0.01% | +415+88.9% | Added |
| Verition Fund Management LLC | 906 | $391.4K | 0.00% | −471−34.2% | Reduced |
| Ellevest, Inc. | 914 | $394.8K | 0.02% | −1−0.1% | Reduced |
| Kestra Private Wealth Services, LLC | 918 | $396.6K | 0.01% | +213+30.2% | Added |
| Pinebridge Investments, L.P. | 919 | $397.0K | 0.00% | −2,074−69.3% | Reduced |
| Delta Financial Group, Inc. | 930 | $402.0K | 0.12% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 931 | $402.2K | 0.04% | −3−0.3% | Reduced |
| Prospera Financial Services Inc | 934 | $403.9K | 0.01% | +934 | New |
| Congress Wealth Management LLC | 938 | $405.6K | 0.01% | −645−40.7% | Reduced |
| Handelsinvest Investeringsforvaltning | 942 | $407.0K | 0.20% | −489−34.2% | Reduced |
| Plato Investment Management Ltd | 955 | $412.5K | 0.04% | +955 | New |
| CWM, LLC | 957 | $413.0K | 0.00% | +265+38.3% | Added |
| MJP Associates Inc | 970 | $419.0K | 0.09% | +302+45.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 978 | $422.0K | 0.00% | −6−0.6% | Reduced |
| Laurion Capital Management LP | 986 | $425.9K | 0.01% | +986 | New |
| Siemens Fonds Invest GmbH | 991 | $428.1K | 0.03% | +991 | New |
| Centennial Wealth Advisory LLC | 992 | $428.6K | 0.20% | −43−4.2% | Reduced |
| Balyasny Asset Management LLC | 998 | $431.1K | 0.00% | −165,002−99.4% | Reduced |
| Tompkins Financial Corp | 1,000 | $432.0K | 0.05% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,000 | $432.0K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 999 | $432.0K | 0.00% | +146+17.1% | Added |
| Phillips Wealth Planners LLC | 1,049 | $433.8K | 0.50% | +36+3.6% | Added |
| Everpar Advisors LLC | 1,022 | $441.5K | 0.27% | −796−43.8% | Reduced |
| Flagship Harbor Advisors, LLC | 1,025 | $442.7K | 0.03% | −10−1.0% | Reduced |
| Valeo Financial Advisors, LLC | 1,017 | $448.1K | 0.02% | +18+1.8% | Added |
| Quantum Private Wealth, LLC | 1,038 | $448.2K | 0.17% | 00.0% | Unchanged |
| Roundview Capital LLC | 1,039 | $448.8K | 0.04% | +12+1.2% | Added |
| Park Place Capital Corp | 1,057 | $456.6K | 0.16% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 1,070 | $462.2K | 0.04% | −138−11.4% | Reduced |
| Krane Funds Advisors LLC | 1,086 | $464.2K | 0.02% | −64−5.6% | Reduced |
| Heritage Wealth Management, LLC | 1,082 | $467.5K | 0.24% | −34−3.0% | Reduced |
| International Private Wealth Advisors LLC | 1,088 | $469.9K | 0.91% | +424+63.9% | Added |
| Degroof Petercam Asset Management | 1,100 | $475.2K | 0.01% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 1,112 | $480.4K | 0.09% | −260−19.0% | Reduced |
| Sciencast Management LP | 1,120 | $483.8K | 0.29% | +1,120 | New |
| Paradigm Financial Partners, LLC | 1,124 | $485.5K | 0.10% | −35−3.0% | Reduced |
| Park National Corp | 1,132 | $489.0K | 0.02% | 00.0% | Unchanged |
| Duality Advisers, LP | 1,132 | $489.0K | 0.05% | +1,132 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 1,137 | $491.1K | 0.00% | +1,137 | New |
| Millennium Management LLC | 1,170 | $505.4K | 0.00% | −45,362−97.5% | Reduced |
| Farther Finance Advisors, LLC | 1,188 | $515.7K | 0.03% | +596+100.7% | Added |
| Donoghue Forlines LLC | 1,195 | $516.2K | 0.15% | +1,195 | New |
| Northeast Financial Consultants Inc | 1,200 | $518.4K | 0.03% | −1,300−52.0% | Reduced |
| Bank of Hawaii | 1,201 | $518.8K | 0.03% | +1,201 | New |
| Symmetry Partners, LLC | 1,202 | $519.0K | 0.04% | −215−15.2% | Reduced |
| Entropy Technologies, LP | 1,221 | $527.4K | 0.06% | +1,221 | New |
| Fifth Third Bancorp | 1,224 | $528.7K | 0.00% | −23−1.8% | Reduced |
| Johnson Investment Counsel Inc | 1,236 | $533.9K | 0.01% | −8−0.6% | Reduced |
| Profund Advisors LLC | 1,238 | $534.8K | 0.02% | +136+12.3% | Added |
| David Loasby | 1,231 | $538.2K | 0.05% | +300+32.2% | Added |
| Commerce Bank | 1,278 | $552.1K | 0.00% | −60−4.5% | Reduced |
| First Bank & Trust | 1,291 | $557.7K | 0.12% | −12−0.9% | Reduced |
| Moneta Group Investment Advisors LLC | 1,293 | $558.6K | 0.01% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 1,300 | $561.6K | 0.01% | 00.0% | Unchanged |