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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 1,314 | $567.6K | 0.00% | +26+2.0% | Added |
| Blueshift Asset Management, LLC | 1,321 | $570.6K | 0.30% | +100+8.2% | Added |
| Ostrum Asset Management | 1,324 | $571.9K | 0.05% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 1,330 | $574.5K | 0.02% | +5+0.4% | Added |
| Veriti Management LLC | 1,349 | $582.8K | 0.04% | −15−1.1% | Reduced |
| FDx Advisors, Inc. | 1,353 | $584.0K | 0.09% | −759−35.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 1,354 | $584.9K | 0.05% | +21+1.6% | Added |
| BHK Investment Advisors, LLC | 1,355 | $585.4K | 0.22% | +430+46.5% | Added |
| Symmetry Investments LP | 1,376 | $594.4K | 0.06% | +1,376 | New |
| Advocate Group LLC | 1,384 | $597.8K | 0.12% | 00.0% | Unchanged |
| CIBC World Markets Corp | 1,387 | $599.1K | 0.00% | +452+48.3% | Added |
| Private Advisor Group, LLC | 1,388 | $599.7K | 0.00% | −82−5.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,410 | $609.1K | 0.09% | +15+1.1% | Added |
| Axxcess Wealth Management, LLC | 1,422 | $614.5K | 0.02% | −2−0.1% | Reduced |
| Shelton Capital Management | 1,430 | $617.7K | 0.02% | −38−2.6% | Reduced |
| Avidian Wealth Solutions, LLC | 1,435 | $619.9K | 0.03% | −272−15.9% | Reduced |
| Parallel Advisors, LLC | 1,442 | $623.0K | 0.02% | +43+3.1% | Added |
| Yarbrough Capital, LLC | 1,447 | $625.1K | 0.03% | 00.0% | Unchanged |
| Alps Advisors Inc | 1,460 | $630.7K | 0.00% | −894−38.0% | Reduced |
| Equitable Trust Co | 1,483 | $640.6K | 0.04% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,493 | $644.9K | 0.07% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,522 | $657.5K | 0.02% | −2,325−60.4% | Reduced |
| ProShare Advisors LLC | 1,525 | $658.8K | 0.00% | −256−14.4% | Reduced |
| LVW Advisors, LLC | 1,533 | $662.2K | 0.11% | −63−3.9% | Reduced |
| Ensemble Capital Management, LLC | 1,540 | $665.2K | 0.06% | −695−31.1% | Reduced |
| Aviva PLC | 1,568 | $677.3K | 0.00% | −453−22.4% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,578 | $681.6K | 0.05% | −33−2.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,627 | $702.9K | 0.03% | +83+5.4% | Added |
| Integrated Wealth Concepts LLC | 1,628 | $703.4K | 0.01% | +311+23.6% | Added |
| O'Shaughnessy Asset Management, LLC | 1,633 | $705.4K | 0.01% | +401+32.5% | Added |
| NBC Securities, Inc. | 1,654 | $714.0K | 0.07% | −13−0.8% | Reduced |
| Avantax Advisory Services, Inc. | 1,689 | $729.8K | 0.01% | −316−15.8% | Reduced |
| Modera Wealth Management, LLC | 1,775 | $766.7K | 0.01% | −168−8.6% | Reduced |
| Park Avenue Securities LLC | 1,784 | $771.0K | 0.01% | +36+2.1% | Added |
| Intech Investment Management LLC | 1,803 | $778.8K | 0.01% | +120+7.1% | Added |
| SlateStone Wealth, LLC | 1,803 | $779.0K | 0.08% | +68+3.9% | Added |
| Mayflower Financial Advisors, LLC | 1,826 | $788.8K | 0.13% | −148−7.5% | Reduced |
| Norden Group LLC | 1,829 | $790.2K | 0.16% | +1,829 | New |
| Johnson Financial Group, Inc. | 1,856 | $801.7K | 0.04% | −49−2.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,861 | $803.9K | 0.03% | +901+93.9% | Added |
| Oak Ridge Investments LLC | 1,878 | $811.2K | 0.08% | −323−14.7% | Reduced |
| Stock Yards Bank & Trust Co | 1,898 | $820.0K | 0.03% | +39+2.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,903 | $822.1K | 0.01% | +182+10.6% | Added |
| Diversify Advisory Services, LLC | 1,894 | $822.3K | 0.05% | +1,894 | New |
| Sherbrooke Park Advisers LLC | 1,922 | $830.2K | 0.16% | +1,922 | New |
| Maxi Investments CY Ltd | 1,927 | $832.0K | 0.22% | +1,927 | New |
| TrinityPoint Wealth, LLC | 1,952 | $843.4K | 0.14% | +119+6.5% | Added |
| Burney Co | 1,963 | $848.0K | 0.03% | +1+0.1% | Added |
| Parsons Capital Management Inc | 1,967 | $849.7K | 0.06% | −73−3.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,976 | $854.0K | 0.02% | +659+50.0% | Added |
| Pearl River Capital, LLC | 1,987 | $858.3K | 0.14% | +1,987 | New |
| CIBC Asset Management Inc | 1,990 | $859.6K | 0.00% | −10−0.5% | Reduced |
| Capital Analysts, LLC | 1,996 | $862.0K | 0.04% | 00.0% | Unchanged |
| Bank of Nova Scotia | 2,045 | $883.4K | 0.00% | +155+8.2% | Added |
| Confluence Wealth Services, Inc. | 2,049 | $884.9K | 0.08% | +49+2.5% | Added |
| Janus Henderson Group PLC | 2,075 | $895.5K | 0.00% | +1,303+168.8% | Added |
| Connectus Wealth, LLC | 2,090 | $902.8K | 0.02% | −75−3.5% | Reduced |
| Greenleaf Trust | 2,154 | $930.5K | 0.01% | +2,154 | New |
| Quantitative Investment Management, LLC | 2,186 | $944.0K | 0.06% | +2,186 | New |
| La Banque Postale Asset Management SA | 2,198 | $949.5K | 0.04% | +2,198 | New |
| Daiwa Securities Group Inc. | 2,200 | $950.0K | 0.01% | +100+4.8% | Added |
| Financial Advisory Service, Inc. | 2,201 | $950.7K | 0.08% | +10.0% | Added |
| M&T Bank Corp | 2,214 | $956.4K | 0.00% | −305−12.1% | Reduced |
| First Commonwealth Financial Corp | 2,225 | $961.1K | 0.26% | +2,225 | New |
| Wealth Alliance | 2,247 | $970.7K | 0.13% | −117−4.9% | Reduced |
| Colony Group, LLC | 2,247 | $971.0K | 0.01% | +2,247 | New |
| Groesbeck Investment Management Corp | 2,265 | $978.0K | 1.04% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 2,298 | $992.7K | 0.02% | +13+0.6% | Added |
| Belpointe Asset Management LLC | 2,303 | $995.3K | 0.07% | +338+17.2% | Added |
| Atlas Private Wealth Management | 2,404 | $1.04M | 0.44% | +37+1.6% | Added |
| American National Bank | 2,416 | $1.04M | 0.14% | +2,169+878.1% | Added |
| Maryland State Retirement & Pension System | 2,605 | $1.05M | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,451 | $1.06M | 0.01% | +698+39.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,453 | $1.06M | 0.01% | −12−0.5% | Reduced |
| Crossmark Global Holdings, Inc. | 2,493 | $1.08M | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 2,488 | $1.08M | 0.02% | −11−0.4% | Reduced |
| Ascent Group, LLC | 2,521 | $1.09M | 0.10% | −50−1.9% | Reduced |
| Charter Oak Capital Management, LLC | 2,540 | $1.10M | 0.12% | 00.0% | Unchanged |
| Lindenwold Advisors | 2,544 | $1.10M | 0.59% | −2−0.1% | Reduced |
| Securian Asset Management, Inc | 2,572 | $1.11M | 0.03% | −369−12.5% | Reduced |
| Change Path, LLC | 2,581 | $1.11M | 0.04% | +630+32.3% | Added |
| Centennial Bank | 2,638 | $1.14M | 0.58% | −45−1.7% | Reduced |
| Lloyd Advisory Services, LLC. | 2,655 | $1.15M | 0.24% | +2,181+460.1% | Added |
| Prime Capital Investment Advisors, LLC | 2,691 | $1.16M | 0.02% | +2,691 | New |
| Cox Capital Mgt LLC | 2,715 | $1.17M | 0.72% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 2,715 | $1.17M | 0.13% | +2,715 | New |
| Hilltop Holdings Inc. | 2,745 | $1.19M | 0.13% | −163−5.6% | Reduced |
| Nordwand Advisors, LLC | 2,768 | $1.20M | 0.46% | −675−19.6% | Reduced |
| Tredje AP-fonden | 2,772 | $1.20M | 0.01% | −2,541−47.8% | Reduced |
| SpiderRock Advisors, LLC | 2,925 | $1.20M | 0.04% | +2,925 | New |
| Donaldson Capital Management, LLC | 2,785 | $1.20M | 0.05% | −49−1.7% | Reduced |
| GWM Advisors LLC | 2,795 | $1.21M | 0.01% | −64−2.2% | Reduced |
| Graham Capital Management, L.P. | 2,828 | $1.22M | 0.03% | +2,828 | New |
| Teza Capital Management LLC | 2,842 | $1.23M | 0.16% | +2,260+388.3% | Added |
| JustInvest LLC | 2,851 | $1.23M | 0.03% | −987−25.7% | Reduced |
| Fiduciary Family Office, LLC | 2,858 | $1.23M | 0.48% | +1,175+69.8% | Added |
| Brevan Howard Capital Management LP | 2,860 | $1.24M | 0.11% | +1,183+70.5% | Added |
| Gulf International Bank (UK) Ltd | 2,878 | $1.24M | 0.03% | 00.0% | Unchanged |
| Advisor OS, LLC | 2,902 | $1.25M | 0.14% | +381+15.1% | Added |
| National Asset Management, Inc. | 3,321 | $1.25M | 0.03% | +600+22.1% | Added |