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 |
|---|---|---|---|---|---|
| Alliance Wealth Advisors, LLC | 8,112 | $3.50M | 1.05% | +526+6.9% | Added |
| State of Michigan Retirement System | 8,283 | $3.58M | 0.02% | −400−4.6% | Reduced |
| Cetera Investment Advisers | 8,379 | $3.62M | 0.01% | +5,671+209.4% | Added |
| WCM Investment Management, LLC | 8,390 | $3.62M | 0.01% | −6,566−43.9% | Reduced |
| GHP Investment Advisors, Inc. | 8,488 | $3.67M | 0.18% | −7,083−45.5% | Reduced |
| D.A. Davidson & Co. | 8,523 | $3.68M | 0.03% | +1,003+13.3% | Added |
| Forsta Ap-Fonden | 8,600 | $3.71M | 0.03% | −12,700−59.6% | Reduced |
| Brinker Capital Investments, LLC | 8,643 | $3.73M | 0.04% | −491−5.4% | Reduced |
| Orion Portfolio Solutions, LLC | 8,643 | $3.73M | 0.04% | −491−5.4% | Reduced |
| Lazard Asset Management LLC | 8,770 | $3.79M | 0.00% | −660−7.0% | Reduced |
| Nomura Asset Management Co Ltd | 8,770 | $3.79M | 0.01% | −1,177−11.8% | Reduced |
| State of Tennessee, Treasury Department | 8,799 | $3.80M | 0.01% | −10,200−53.7% | Reduced |
| Pathstone Holdings, LLC | 8,833 | $3.82M | 0.02% | +2,875+48.3% | Added |
| Advantage Alpha Capital Partners LP | 8,902 | $3.85M | 0.72% | +1,922+27.5% | Added |
| Louisiana State Employees Retirement System | 9,000 | $3.89M | 0.08% | −500−5.3% | Reduced |
| Zacks Investment Management | 9,023 | $3.90M | 0.04% | +913+11.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,222 | $3.98M | 0.12% | +1,665+22.0% | Added |
| Arizona State Retirement System | 9,315 | $4.02M | 0.03% | +91+1.0% | Added |
| Appleton Partners Inc | 9,586 | $4.14M | 0.32% | +381+4.1% | Added |
| Middleton & Co Inc | 9,637 | $4.16M | 0.48% | +170+1.8% | Added |
| Fiduciary Trust Co | 9,839 | $4.25M | 0.07% | −455−4.4% | Reduced |
| Cresset Asset Management, LLC | 10,085 | $4.36M | 0.02% | +3,051+43.4% | Added |
| Vestcor Inc | 10,208 | $4.41M | 0.15% | −105−1.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 10,371 | $4.48M | 0.19% | +741+7.7% | Added |
| Bank of Montreal | 10,526 | $4.56M | 0.00% | +52+0.5% | Added |
| AIA Group Ltd | 10,670 | $4.61M | 0.15% | −1,147−9.7% | Reduced |
| Cerity Partners LLC | 10,735 | $4.64M | 0.01% | +5,289+97.1% | Added |
| Alerus Financial NA | 10,996 | $4.75M | 0.36% | +75+0.7% | Added |
| K.J. Harrison & Partners Inc | 11,070 | $4.78M | 0.74% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 10,746 | $4.90M | 0.11% | +1,046+10.8% | Added |
| Monte Financial Group, LLC | 11,374 | $4.91M | 2.15% | −754−6.2% | Reduced |
| Illinois Municipal Retirement Fund | 11,391 | $4.92M | 0.08% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 11,405 | $4.93M | 1.67% | +477+4.4% | Added |
| Eagle Asset Management Inc | 11,437 | $4.97M | 0.03% | −411−3.5% | Reduced |
| US Bancorp | 11,944 | $5.16M | 0.01% | −265−2.2% | Reduced |
| Marshall Wace, LLP | 12,283 | $5.31M | 0.01% | +7,401+151.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 12,431 | $5.37M | 0.01% | +12,431 | New |
| Prosperity Consulting Group, LLC | 12,499 | $5.40M | 0.68% | +12,499 | New |
| Resona Asset Management Co.,Ltd. | 12,574 | $5.43M | 0.03% | +12,574 | New |
| Spectrum Wealth Counsel, LLC | 12,620 | $5.45M | 0.67% | −95−0.7% | Reduced |
| Asset Management One Co.,Ltd. | 12,790 | $5.52M | 0.02% | −683−5.1% | Reduced |
| Man Group plc | 12,857 | $5.55M | 0.01% | +3,299+34.5% | Added |
| Cutter & CO Brokerage, Inc. | 12,928 | $5.58M | 1.37% | +812+6.7% | Added |
| Commonwealth Equity Services, LLC | 13,063 | $5.64M | 0.01% | +1,144+9.6% | Added |
| Hamilton Point Investment Advisors, LLC | 13,210 | $5.71M | 1.11% | −190−1.4% | Reduced |
| American Century Companies Inc | 13,220 | $5.71M | 0.00% | +6,183+87.9% | Added |
| CIBC Private Wealth Group, LLC | 13,177 | $5.72M | 0.01% | −43−0.3% | Reduced |
| Jump Financial, LLC | 13,358 | $5.77M | 0.16% | +9,356+233.8% | Added |
| Rockefeller Capital Management L.P. | 13,459 | $5.81M | 0.02% | +13,459 | New |
| Old National Bancorp | 13,520 | $5.84M | 0.14% | −7,203−34.8% | Reduced |
| Pictet Asset Management Holding SA | 13,649 | $5.90M | 0.01% | +155+1.1% | Added |
| Prospect Capital Advisors, LLC | 13,660 | $5.90M | 2.63% | −6,340−31.7% | Reduced |
| Mn Services Vermogensbeheer B.V. | 13,700 | $5.92M | 0.04% | −1,500−9.9% | Reduced |
| Northwest & Ethical Investments L.P. | 14,272 | $6.17M | 0.18% | +518+3.8% | Added |
| LGT Group Foundation | 14,370 | $6.21M | 0.15% | −99−0.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,629 | $6.32M | 0.02% | −1,803−11.0% | Reduced |
| Yousif Capital Management, LLC | 14,676 | $6.34M | 0.07% | −1,576−9.7% | Reduced |
| Public Employees Retirement System of Ohio | 14,916 | $6.44M | 0.03% | −2,658−15.1% | Reduced |
| BNP Paribas Arbitrage, SA | 15,047 | $6.50M | 0.01% | +3,841+34.3% | Added |
| Quantbot Technologies LP | 15,107 | $6.53M | 0.37% | +14,520+2,473.6% | Added |
| Gotham Asset Management, LLC | 15,164 | $6.55M | 0.10% | +1,357+9.8% | Added |
| The PNC Financial Services Group, Inc. | 15,587 | $6.73M | 0.00% | +65+0.4% | Added |
| Treasurer of the State of North Carolina | 15,909 | $6.87M | 0.03% | +291+1.9% | Added |
| Nisa Investment Advisors, LLC | 15,945 | $6.89M | 0.04% | −515−3.1% | Reduced |
| Guggenheim Capital LLC | 16,222 | $7.01M | 0.05% | +4,814+42.2% | Added |
| Redmond Asset Management, LLC | 16,743 | $7.23M | 2.30% | −350−2.0% | Reduced |
| Russell Investments Group, Ltd. | 16,773 | $7.25M | 0.01% | +320+1.9% | Added |
| Naples Global Advisors, LLC | 16,793 | $7.25M | 0.74% | −270−1.6% | Reduced |
| Kensington Investment Counsel, LLC | 16,941 | $7.32M | 3.34% | +1,512+9.8% | Added |
| Andra AP-fonden | 17,300 | $7.47M | 0.13% | +17,300 | New |
| Amalgamated Bank | 17,322 | $7.48M | 0.06% | −6,304−26.7% | Reduced |
| Advisors Asset Management, Inc. | 17,383 | $7.51M | 0.14% | −167−1.0% | Reduced |
| HighTower Advisors, LLC | 17,515 | $7.56M | 0.01% | +636+3.8% | Added |
| Princeton Global Asset Management LLC | 17,574 | $7.59M | 1.81% | −149−0.8% | Reduced |
| MetLife Investment Management | 17,575 | $7.59M | 0.05% | −1,849−9.5% | Reduced |
| Tower Bridge Advisors | 17,738 | $7.66M | 0.78% | −992−5.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 17,852 | $7.71M | 1.81% | +50.0% | Added |
| Voya Investment Management LLC | 18,083 | $7.81M | 0.01% | −567−3.0% | Reduced |
| AQR Capital Management LLC | 18,205 | $7.86M | 0.01% | +5,732+46.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 18,215 | $7.87M | 0.01% | +2,373+15.0% | Added |
| LPL Financial LLC | 18,245 | $7.88M | 0.00% | +3,413+23.0% | Added |
| Mutual of America Capital Management LLC | 18,636 | $8.05M | 0.09% | −2,281−10.9% | Reduced |
| Marks Group Wealth Management, Inc | 18,742 | $8.10M | 0.85% | −53−0.3% | Reduced |
| Advisors Capital Management, LLC | 18,746 | $8.10M | 0.15% | +853+4.8% | Added |
| State of New Jersey Common Pension Fund D | 19,104 | $8.25M | 0.02% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 19,153 | $8.27M | 0.12% | −2,756−12.6% | Reduced |
| Korea Investment CORP | 19,275 | $8.33M | 0.02% | +2,446+14.5% | Added |
| Danske Bank A/S | 19,456 | $8.40M | 0.03% | +19,456 | New |
| Raymond James Financial Services Advisors, Inc. | 19,475 | $8.41M | 0.01% | −636−3.2% | Reduced |
| Vision Capital Management, Inc. | 19,545 | $8.44M | 1.26% | −94−0.5% | Reduced |
| DF Dent & Co Inc | 19,645 | $8.49M | 0.10% | −51−0.3% | Reduced |
| FineMark National Bank & Trust | 19,773 | $8.54M | 0.32% | −108−0.5% | Reduced |
| Arcadia Investment Management Corp | 20,342 | $8.79M | 1.55% | +4,041+24.8% | Added |
| Southernsun Asset Management, LLC | 20,356 | $8.79M | 0.98% | −422−2.0% | Reduced |
| Susquehanna International Group, LLP | 20,845 | $9.00M | 0.01% | +4,556+28.0% | Added |
| Westfield Capital Management Co LP | 21,082 | $9.11M | 0.05% | −159,978−88.4% | Reduced |
| Crown Oak Advisors, LLC | 21,172 | $9.15M | 5.04% | +34+0.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 21,435 | $9.26M | 0.10% | +4,000+22.9% | Added |
| Stratos Wealth Partners, LTD. | 22,197 | $9.59M | 0.16% | +255+1.2% | Added |
| Manufacturers Life Insurance Company, The | 22,332 | $9.65M | 0.01% | −2,067−8.5% | Reduced |