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 |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 135,621 | $59.0M | 0.07% | +24,696+22.3% | Added |
| Principal Financial Group Inc | 137,303 | $59.3M | 0.03% | −6,435−4.5% | Reduced |
| GW&K Investment Management, LLC | 137,806 | $59.5M | 0.52% | −1,499−1.1% | Reduced |
| Riverbridge Partners LLC | 140,600 | $60.7M | 0.74% | −2,236−1.6% | Reduced |
| Kames Capital plc | 156,759 | $67.6M | 1.01% | +5,471+3.6% | Added |
| CI Private Wealth, LLC | 166,918 | $72.1M | 0.13% | +967+0.6% | Added |
| Handelsbanken Fonder AB | 168,458 | $72.8M | 0.31% | +22,000+15.0% | Added |
| Bank of America Corp | 177,501 | $76.7M | 0.01% | −76,156−30.0% | Reduced |
| Jennison Associates LLC | 185,633 | $80.2M | 0.05% | +62,593+50.9% | Added |
| Squarepoint Ops LLC | 187,613 | $81.0M | 0.33% | +53,650+40.0% | Added |
| Dimensional Fund Advisors LP | 191,965 | $82.9M | 0.02% | −30,171−13.6% | Reduced |
| Swedbank AB | 210,001 | $90.7M | 0.13% | −11,999−5.4% | Reduced |
| First Trust Advisors LP | 212,747 | $91.9M | 0.09% | −98,040−31.5% | Reduced |
| Welch & Forbes LLC | 219,897 | $95.0M | 1.30% | +6,208+2.9% | Added |
| Caledonia Investments PLC | 225,427 | $97.2M | 12.55% | −8,657−3.7% | Reduced |
| Bahl & Gaynor Inc | 230,643 | $99.6M | 0.55% | −17,826−7.2% | Reduced |
| Goldman Sachs Group Inc | 234,903 | $101.5M | 0.02% | −20,159−7.9% | Reduced |
| Royal Bank of Canada | 242,369 | $104.7M | 0.03% | +11,235+4.9% | Added |
| Northern Trust Corp | 244,621 | $105.7M | 0.02% | −42,282−14.7% | Reduced |
| Envestnet Asset Management Inc | 277,815 | $120.0M | 0.04% | −4,844−1.7% | Reduced |
| Morgan Stanley | 286,215 | $123.6M | 0.01% | −93,214−24.6% | Reduced |
| Hamlin Capital Management, LLC | 295,351 | $127.6M | 3.77% | −482−0.2% | Reduced |
| Baird Financial Group, Inc. | 335,612 | $145.0M | 0.30% | −4,411−1.3% | Reduced |
| Boston Financial Mangement LLC | 349,534 | $151.0M | 4.81% | +1,589+0.5% | Added |
| Barclays PLC | 356,784 | $154.1M | 0.07% | −43,507−10.9% | Reduced |
| Norges Bank | 359,020 | $155.1M | 0.02% | +118,727+49.4% | Added |
| Raymond James & Associates | 366,739 | $158.4M | 0.11% | +6,436+1.8% | Added |
| Davenport & Co LLC | 380,188 | $164.5M | 1.03% | −2,178−0.6% | Reduced |
| Bank of New York Mellon Corp | 386,712 | $167.0M | 0.03% | −32,006−7.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 388,397 | $168.4M | 0.39% | −56,927−12.8% | Reduced |
| JPMorgan Chase & Co | 454,104 | $196.2M | 0.02% | +44,354+10.8% | Added |
| Invesco Ltd. | 476,354 | $205.8M | 0.04% | +104,713+28.2% | Added |
| Wells Fargo & Company | 521,507 | $225.3M | 0.06% | −14,453−2.7% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 566,250 | $244.6M | 2.41% | +9,500+1.7% | Added |
| Geode Capital Management, LLC | 601,229 | $259.3M | 0.02% | −21,574−3.5% | Reduced |
| Neuberger Berman Group LLC | 614,073 | $265.3M | 0.22% | −24,008−3.8% | Reduced |
| Wellington Management Group LLP | 645,132 | $278.7M | 0.05% | +9,174+1.4% | Added |
| Capital World Investors | 739,018 | $319.2M | 0.05% | −169,282−18.6% | Reduced |
| Blair William & Co | 792,011 | $342.1M | 1.07% | +16,487+2.1% | Added |
| State Street Corp | 1,168,971 | $505.0M | 0.02% | −5,688−0.5% | Reduced |
| Charles Schwab Investment Management Inc | 1,242,026 | $522.4M | 0.12% | +51,655+4.3% | Added |
| Baillie Gifford & Co | 1,458,370 | $630.0M | 0.49% | −17,947−1.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,685,561 | $728.1M | 1.69% | +29,611+1.8% | Added |
| FMR LLC | 3,048,168 | $1.32B | 0.09% | +1,619,645+113.4% | Added |
| Vanguard Group Inc | 3,411,894 | $1.47B | 0.03% | +146,305+4.5% | Added |
| BlackRock Inc. | 3,664,687 | $1.58B | 0.04% | −387,336−9.6% | Reduced |
| Cartenna Capital, LP | 0 | $0 | 0.00% | −106,300−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −61,745−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −55,977−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −47,500−100.0% | Sold out |
| Kodai Capital Management LP | 0 | $0 | 0.00% | −41,834−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −21,854−100.0% | Sold out |
| Buck Wealth Strategies, LLC | 0 | $0 | 0.00% | −16,454−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −11,227−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −6,974−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −5,411−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −5,322−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −3,746−100.0% | Sold out |
| Strategic Advocates LLC | 0 | $0 | 0.00% | −3,741−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −2,921−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −2,750−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −2,718−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −2,183−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −1,854−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −1,831−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,782−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −1,765−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −1,584−100.0% | Sold out |
| Benchmark Financial Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,157−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −1,045−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −860−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −810−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −707−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −649−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −642−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −635−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −585−100.0% | Sold out |
| CBOE Vest Financial, LLC | 0 | $0 | 0.00% | −567−100.0% | Sold out |
| Independent Wealth Network Inc. | 0 | $0 | 0.00% | −488−100.0% | Sold out |
| MTM Investment Management, LLC | 0 | $0 | 0.00% | −484−100.0% | Sold out |
| Crestwood Advisors Group LLC | 0 | $0 | 0.00% | −479−100.0% | Sold out |
| Trivant Custom Portfolio Group, LLC | 0 | $0 | 0.00% | −173−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| BKM Wealth Management, LLC | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Cherry Tree Wealth Management, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |