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 |
|---|---|---|---|---|---|
| American Century Companies Inc | 13,220 | $5.71M | 0.00% | +6,183+87.9% | Added |
| Hamilton Point Investment Advisors, LLC | 13,210 | $5.71M | 1.11% | −190−1.4% | Reduced |
| Commonwealth Equity Services, LLC | 13,063 | $5.64M | 0.01% | +1,144+9.6% | Added |
| Cutter & CO Brokerage, Inc. | 12,928 | $5.58M | 1.37% | +812+6.7% | Added |
| Man Group plc | 12,857 | $5.55M | 0.01% | +3,299+34.5% | Added |
| Asset Management One Co.,Ltd. | 12,790 | $5.52M | 0.02% | −683−5.1% | Reduced |
| Spectrum Wealth Counsel, LLC | 12,620 | $5.45M | 0.67% | −95−0.7% | Reduced |
| Resona Asset Management Co.,Ltd. | 12,574 | $5.43M | 0.03% | +12,574 | New |
| Prosperity Consulting Group, LLC | 12,499 | $5.40M | 0.68% | +12,499 | New |
| Mirae Asset Global Investments Co., Ltd. | 12,431 | $5.37M | 0.01% | +12,431 | New |
| Marshall Wace, LLP | 12,283 | $5.31M | 0.01% | +7,401+151.6% | Added |
| US Bancorp | 11,944 | $5.16M | 0.01% | −265−2.2% | Reduced |
| Eagle Asset Management Inc | 11,437 | $4.97M | 0.03% | −411−3.5% | Reduced |
| Buckhead Capital Management LLC | 11,405 | $4.93M | 1.67% | +477+4.4% | Added |
| Illinois Municipal Retirement Fund | 11,391 | $4.92M | 0.08% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 11,374 | $4.91M | 2.15% | −754−6.2% | Reduced |
| NewEdge Wealth, LLC | 10,746 | $4.90M | 0.11% | +1,046+10.8% | Added |
| K.J. Harrison & Partners Inc | 11,070 | $4.78M | 0.74% | 00.0% | Unchanged |
| Alerus Financial NA | 10,996 | $4.75M | 0.36% | +75+0.7% | Added |
| Cerity Partners LLC | 10,735 | $4.64M | 0.01% | +5,289+97.1% | Added |
| AIA Group Ltd | 10,670 | $4.61M | 0.15% | −1,147−9.7% | Reduced |
| Bank of Montreal | 10,526 | $4.56M | 0.00% | +52+0.5% | Added |
| Vestmark Advisory Solutions, Inc. | 10,371 | $4.48M | 0.19% | +741+7.7% | Added |
| Vestcor Inc | 10,208 | $4.41M | 0.15% | −105−1.0% | Reduced |
| Cresset Asset Management, LLC | 10,085 | $4.36M | 0.02% | +3,051+43.4% | Added |
| Fiduciary Trust Co | 9,839 | $4.25M | 0.07% | −455−4.4% | Reduced |
| Middleton & Co Inc | 9,637 | $4.16M | 0.48% | +170+1.8% | Added |
| Appleton Partners Inc | 9,586 | $4.14M | 0.32% | +381+4.1% | Added |
| Arizona State Retirement System | 9,315 | $4.02M | 0.03% | +91+1.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,222 | $3.98M | 0.12% | +1,665+22.0% | Added |
| Zacks Investment Management | 9,023 | $3.90M | 0.04% | +913+11.3% | Added |
| Louisiana State Employees Retirement System | 9,000 | $3.89M | 0.08% | −500−5.3% | Reduced |
| Advantage Alpha Capital Partners LP | 8,902 | $3.85M | 0.72% | +1,922+27.5% | Added |
| Pathstone Holdings, LLC | 8,833 | $3.82M | 0.02% | +2,875+48.3% | Added |
| State of Tennessee, Treasury Department | 8,799 | $3.80M | 0.01% | −10,200−53.7% | Reduced |
| Nomura Asset Management Co Ltd | 8,770 | $3.79M | 0.01% | −1,177−11.8% | Reduced |
| Lazard Asset Management LLC | 8,770 | $3.79M | 0.00% | −660−7.0% | 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 |
| Forsta Ap-Fonden | 8,600 | $3.71M | 0.03% | −12,700−59.6% | Reduced |
| D.A. Davidson & Co. | 8,523 | $3.68M | 0.03% | +1,003+13.3% | Added |
| GHP Investment Advisors, Inc. | 8,488 | $3.67M | 0.18% | −7,083−45.5% | Reduced |
| WCM Investment Management, LLC | 8,390 | $3.62M | 0.01% | −6,566−43.9% | Reduced |
| Cetera Investment Advisers | 8,379 | $3.62M | 0.01% | +5,671+209.4% | Added |
| State of Michigan Retirement System | 8,283 | $3.58M | 0.02% | −400−4.6% | Reduced |
| Alliance Wealth Advisors, LLC | 8,112 | $3.50M | 1.05% | +526+6.9% | Added |
| DnB Asset Management AS | 8,034 | $3.47M | 0.02% | +8,034 | New |
| Oppenheimer & Co Inc | 7,946 | $3.43M | 0.06% | +33+0.4% | Added |
| Northwestern Mutual Wealth Management Co | 7,791 | $3.37M | 0.00% | −202−2.5% | Reduced |
| Oregon Public Employees Retirement Fund | 7,734 | $3.34M | 0.07% | −4,227−35.3% | Reduced |
| SYSTM Wealth Solutions LLC | 7,734 | $3.34M | 0.42% | +806+11.6% | Added |
| PEAK6 Investments LLC | 7,713 | $3.33M | 0.16% | −90−1.2% | Reduced |
| Atria Investments LLC | 7,691 | $3.32M | 0.05% | −1,039−11.9% | Reduced |
| Freedom Day Solutions, LLC | 7,653 | $3.31M | 1.17% | −197−2.5% | Reduced |
| CWM Advisors, LLC | 7,609 | $3.29M | 0.34% | −1,687−18.1% | Reduced |
| Shaker Investments LLC | 7,564 | $3.27M | 1.38% | +24+0.3% | Added |
| Dakota Wealth Management | 7,459 | $3.22M | 0.08% | +161+2.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,410 | $3.20M | 0.17% | −577−7.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 7,245 | $3.13M | 0.02% | +530+7.9% | Added |
| IFM Investors Pty Ltd | 7,233 | $3.12M | 0.03% | +7,233 | New |
| Hunter Associates Investment Management LLC | 7,090 | $3.06M | 0.51% | +365+5.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,976 | $3.01M | 0.08% | −558−7.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,919 | $2.99M | 0.02% | −554−7.4% | Reduced |
| Pacer Advisors, Inc. | 6,916 | $2.99M | 0.01% | +778+12.7% | Added |
| Applied Capital LLC | 6,900 | $2.98M | 2.43% | +356+5.4% | Added |
| Advisor Group Holdings, Inc. | 6,897 | $2.98M | 0.01% | −12,050−63.6% | Reduced |
| Ameritas Investment Partners, Inc. | 6,897 | $2.98M | 0.10% | −581−7.8% | Reduced |
| New Mexico Educational Retirement Board | 6,800 | $2.94M | 0.11% | 00.0% | Unchanged |
| Regions Financial Corp | 6,708 | $2.90M | 0.02% | −50−0.7% | Reduced |
| Centaurus Financial, Inc. | 6,543 | $2.83M | 0.20% | −71−1.1% | Reduced |
| Xponance, Inc. | 6,163 | $2.66M | 0.03% | +1,213+24.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 5,989 | $2.59M | 0.03% | −1,411−19.1% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 5,935 | $2.57M | 0.14% | −7,465−55.7% | Reduced |
| Van Eck Associates Corp | 5,937 | $2.56M | 0.00% | +382+6.9% | Added |
| Mackenzie Financial Corp | 5,897 | $2.55M | 0.00% | +24+0.4% | Added |
| Utah Retirement Systems | 5,741 | $2.48M | 0.03% | 00.0% | Unchanged |
| TD Asset Management Inc | 5,728 | $2.47M | 0.00% | −646−10.1% | Reduced |
| Argent Trust Co | 5,709 | $2.47M | 0.11% | +767+15.5% | Added |
| CIBC World Markets Inc. | 5,592 | $2.42M | 0.01% | +2,386+74.4% | Added |
| Employees Retirement System of Texas | 5,574 | $2.41M | 0.03% | +2,856+105.1% | Added |
| Fred Alger Management, LLC | 5,431 | $2.35M | 0.01% | +5,431 | New |
| Mariner, LLC | 5,392 | $2.33M | 0.00% | +84+1.6% | Added |
| First Hawaiian Bank | 5,316 | $2.30M | 0.07% | −1,042−16.4% | Reduced |
| TD Private Client Wealth LLC | 5,223 | $2.26M | 0.07% | +67+1.3% | Added |
| Coldstream Capital Management Inc | 5,156 | $2.23M | 0.06% | −1,237−19.3% | Reduced |
| Impax Asset Management Group plc | 5,093 | $2.20M | 0.01% | −18−0.4% | Reduced |
| Schechter Investment Advisors, LLC | 5,046 | $2.18M | 0.16% | +462+10.1% | Added |
| Barbara Oil Co. | 5,000 | $2.16M | 0.91% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 4,998 | $2.16M | 0.43% | −387−7.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,991 | $2.16M | 0.01% | +165+3.4% | Added |
| Great Valley Advisor Group, Inc. | 4,844 | $2.09M | 0.06% | +1,862+62.4% | Added |
| Jane Street Group, LLC | 4,841 | $2.09M | 0.00% | −72,868−93.8% | Reduced |
| Taylor Frigon Capital Management LLC | 4,683 | $2.02M | 0.96% | −156−3.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,655 | $2.01M | 0.09% | +167+3.7% | Added |
| Empowered Funds, LLC | 4,651 | $2.01M | 0.04% | −7,490−61.7% | Reduced |
| Lee Financial Co | 4,629 | $2.00M | 0.33% | −45−1.0% | Reduced |
| Girard Partners Ltd. | 4,570 | $1.97M | 0.19% | +322+7.6% | Added |
| Williams Jones Wealth Management, LLC. | 4,479 | $1.93M | 0.02% | +2,054+84.7% | Added |
| Raymond James Trust N.A. | 4,471 | $1.93M | 0.05% | +46+1.0% | Added |
| Creative Planning | 4,432 | $1.91M | 0.00% | +489+12.4% | Added |