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 |
|---|---|---|---|---|---|
| J. W. Coons Advisors, LLC | 2,914 | $1.26M | 0.28% | +288+11.0% | Added |
| Americana Partners, LLC | 2,917 | $1.26M | 0.11% | +608+26.3% | Added |
| Portside Wealth Group, LLC | 2,933 | $1.27M | 0.23% | −63−2.1% | Reduced |
| Lake Street Advisors Group, LLC | 3,006 | $1.30M | 0.06% | 00.0% | Unchanged |
| Annandale Capital, LLC | 3,006 | $1.30M | 0.30% | 00.0% | Unchanged |
| Semanteon Capital Management, LP | 3,043 | $1.31M | 0.84% | +3,043 | New |
| CoreCap Advisors, LLC | 3,067 | $1.33M | 0.07% | +99+3.3% | Added |
| Federated Hermes, Inc. | 3,092 | $1.34M | 0.00% | −528−14.6% | Reduced |
| Allianz Asset Management GmbH | 3,106 | $1.34M | 0.00% | +564+22.2% | Added |
| Mirabaud Asset Management Ltd | 3,109 | $1.34M | 0.54% | −14,422−82.3% | Reduced |
| Cambridge Trust Co | 3,120 | $1.35M | 0.05% | −677−17.8% | Reduced |
| Chicago Trust Co NA | 3,140 | $1.36M | 0.28% | −157−4.8% | Reduced |
| Beacon Pointe Advisors, LLC | 3,154 | $1.36M | 0.02% | −521−14.2% | Reduced |
| Ethic Inc. | 3,172 | $1.37M | 0.03% | +153+5.1% | Added |
| Procyon Private Wealth Partners, LLC | 3,201 | $1.38M | 0.11% | +15+0.5% | Added |
| Saturna Capital CORP | 3,223 | $1.39M | 0.02% | +818+34.0% | Added |
| Toronto Dominion Bank | 3,238 | $1.40M | 0.00% | −1,134−25.9% | Reduced |
| Concurrent Investment Advisors, LLC | 3,266 | $1.41M | 0.06% | +197+6.4% | Added |
| State of Alaska, Department of Revenue | 3,397 | $1.47M | 0.02% | −260−7.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 3,423 | $1.48M | 0.00% | −83,125−96.0% | Reduced |
| Quantinno Capital Management LP | 3,446 | $1.49M | 0.03% | +200+6.2% | Added |
| MML Investors Services, LLC | 3,475 | $1.50M | 0.01% | −480−12.1% | Reduced |
| Capital Investment Advisory Services, LLC | 3,485 | $1.51M | 0.16% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,374 | $1.51M | 0.12% | +2,427+256.3% | Added |
| Brown Advisory Inc | 3,588 | $1.55M | 0.00% | −65−1.8% | Reduced |
| Umb Bank N A | 3,601 | $1.56M | 0.02% | +8+0.2% | Added |
| Trueblood Wealth Management, LLC | 3,603 | $1.56M | 0.89% | +32+0.9% | Added |
| Campbell & CO Investment Adviser LLC | 3,626 | $1.57M | 0.14% | +2,526+229.6% | Added |
| Access Financial Services, Inc. | 3,642 | $1.57M | 0.70% | +319+9.6% | Added |
| Mercer Global Advisors Inc | 3,673 | $1.59M | 0.00% | +89+2.5% | Added |
| Alpha Omega Wealth Management LLC | 3,698 | $1.60M | 0.30% | −396−9.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 3,750 | $1.62M | 0.05% | +69+1.9% | Added |
| Public Employees Retirement Association of Colorado | 3,781 | $1.63M | 0.01% | −362−8.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,853 | $1.66M | 0.01% | +87+2.3% | Added |
| STRS Ohio | 3,892 | $1.68M | 0.01% | −280−6.7% | Reduced |
| RFG Advisory, LLC | 3,968 | $1.71M | 0.06% | +218+5.8% | Added |
| Nissay Asset Management Corp | 3,986 | $1.72M | 0.01% | +95+2.4% | Added |
| Two Sigma Advisers, LP | 4,000 | $1.73M | 0.00% | +1,500+60.0% | Added |
| British Columbia Investment Management Corp | 4,042 | $1.75M | 0.01% | +181+4.7% | Added |
| Birch Capital Management, LLC | 4,052 | $1.75M | 0.91% | +386+10.5% | Added |
| Zurich Insurance Group Ltd | 4,100 | $1.77M | 0.02% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 4,121 | $1.78M | 1.15% | +430+11.6% | Added |
| Gilder Gagnon Howe & Co LLC | 4,238 | $1.83M | 0.02% | −14−0.3% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 4,283 | $1.84M | 0.70% | −494−10.3% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 4,309 | $1.86M | 0.04% | −25,944−85.8% | Reduced |
| Prudential Financial Inc | 4,405 | $1.90M | 0.00% | −353−7.4% | Reduced |
| Creative Planning | 4,432 | $1.91M | 0.00% | +489+12.4% | Added |
| Raymond James Trust N.A. | 4,471 | $1.93M | 0.05% | +46+1.0% | Added |
| Williams Jones Wealth Management, LLC. | 4,479 | $1.93M | 0.02% | +2,054+84.7% | Added |
| Girard Partners Ltd. | 4,570 | $1.97M | 0.19% | +322+7.6% | Added |
| Lee Financial Co | 4,629 | $2.00M | 0.33% | −45−1.0% | Reduced |
| Empowered Funds, LLC | 4,651 | $2.01M | 0.04% | −7,490−61.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,655 | $2.01M | 0.09% | +167+3.7% | Added |
| Taylor Frigon Capital Management LLC | 4,683 | $2.02M | 0.96% | −156−3.2% | Reduced |
| Jane Street Group, LLC | 4,841 | $2.09M | 0.00% | −72,868−93.8% | Reduced |
| Great Valley Advisor Group, Inc. | 4,844 | $2.09M | 0.06% | +1,862+62.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 4,991 | $2.16M | 0.01% | +165+3.4% | Added |
| Benjamin Edwards Inc | 4,998 | $2.16M | 0.43% | −387−7.2% | Reduced |
| Barbara Oil Co. | 5,000 | $2.16M | 0.91% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 5,046 | $2.18M | 0.16% | +462+10.1% | Added |
| Impax Asset Management Group plc | 5,093 | $2.20M | 0.01% | −18−0.4% | Reduced |
| Coldstream Capital Management Inc | 5,156 | $2.23M | 0.06% | −1,237−19.3% | Reduced |
| TD Private Client Wealth LLC | 5,223 | $2.26M | 0.07% | +67+1.3% | Added |
| First Hawaiian Bank | 5,316 | $2.30M | 0.07% | −1,042−16.4% | Reduced |
| Mariner, LLC | 5,392 | $2.33M | 0.00% | +84+1.6% | Added |
| Fred Alger Management, LLC | 5,431 | $2.35M | 0.01% | +5,431 | New |
| Employees Retirement System of Texas | 5,574 | $2.41M | 0.03% | +2,856+105.1% | Added |
| CIBC World Markets Inc. | 5,592 | $2.42M | 0.01% | +2,386+74.4% | Added |
| Argent Trust Co | 5,709 | $2.47M | 0.11% | +767+15.5% | Added |
| TD Asset Management Inc | 5,728 | $2.47M | 0.00% | −646−10.1% | Reduced |
| Utah Retirement Systems | 5,741 | $2.48M | 0.03% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 5,897 | $2.55M | 0.00% | +24+0.4% | Added |
| Van Eck Associates Corp | 5,937 | $2.56M | 0.00% | +382+6.9% | Added |
| Woodley Farra Manion Portfolio Management Inc | 5,935 | $2.57M | 0.14% | −7,465−55.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 5,989 | $2.59M | 0.03% | −1,411−19.1% | Reduced |
| Xponance, Inc. | 6,163 | $2.66M | 0.03% | +1,213+24.5% | Added |
| Centaurus Financial, Inc. | 6,543 | $2.83M | 0.20% | −71−1.1% | Reduced |
| Regions Financial Corp | 6,708 | $2.90M | 0.02% | −50−0.7% | Reduced |
| New Mexico Educational Retirement Board | 6,800 | $2.94M | 0.11% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,897 | $2.98M | 0.10% | −581−7.8% | Reduced |
| Advisor Group Holdings, Inc. | 6,897 | $2.98M | 0.01% | −12,050−63.6% | Reduced |
| Applied Capital LLC | 6,900 | $2.98M | 2.43% | +356+5.4% | Added |
| Pacer Advisors, Inc. | 6,916 | $2.99M | 0.01% | +778+12.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,919 | $2.99M | 0.02% | −554−7.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,976 | $3.01M | 0.08% | −558−7.4% | Reduced |
| Hunter Associates Investment Management LLC | 7,090 | $3.06M | 0.51% | +365+5.4% | Added |
| IFM Investors Pty Ltd | 7,233 | $3.12M | 0.03% | +7,233 | New |
| Skandinaviska Enskilda Banken AB (publ) | 7,245 | $3.13M | 0.02% | +530+7.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,410 | $3.20M | 0.17% | −577−7.2% | Reduced |
| Dakota Wealth Management | 7,459 | $3.22M | 0.08% | +161+2.2% | Added |
| Shaker Investments LLC | 7,564 | $3.27M | 1.38% | +24+0.3% | Added |
| CWM Advisors, LLC | 7,609 | $3.29M | 0.34% | −1,687−18.1% | Reduced |
| Freedom Day Solutions, LLC | 7,653 | $3.31M | 1.17% | −197−2.5% | Reduced |
| Atria Investments LLC | 7,691 | $3.32M | 0.05% | −1,039−11.9% | Reduced |
| PEAK6 Investments LLC | 7,713 | $3.33M | 0.16% | −90−1.2% | Reduced |
| SYSTM Wealth Solutions LLC | 7,734 | $3.34M | 0.42% | +806+11.6% | Added |
| Oregon Public Employees Retirement Fund | 7,734 | $3.34M | 0.07% | −4,227−35.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,791 | $3.37M | 0.00% | −202−2.5% | Reduced |
| Oppenheimer & Co Inc | 7,946 | $3.43M | 0.06% | +33+0.4% | Added |
| DnB Asset Management AS | 8,034 | $3.47M | 0.02% | +8,034 | New |