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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 4,405 | $1.90M | 0.00% | −353−7.4% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 4,309 | $1.86M | 0.04% | −25,944−85.8% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 4,283 | $1.84M | 0.70% | −494−10.3% | Reduced |
| Gilder Gagnon Howe & Co LLC | 4,238 | $1.83M | 0.02% | −14−0.3% | Reduced |
| Intrepid Capital Management Inc | 4,121 | $1.78M | 1.15% | +430+11.6% | Added |
| Zurich Insurance Group Ltd | 4,100 | $1.77M | 0.02% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 4,052 | $1.75M | 0.91% | +386+10.5% | Added |
| British Columbia Investment Management Corp | 4,042 | $1.75M | 0.01% | +181+4.7% | Added |
| Two Sigma Advisers, LP | 4,000 | $1.73M | 0.00% | +1,500+60.0% | Added |
| Nissay Asset Management Corp | 3,986 | $1.72M | 0.01% | +95+2.4% | Added |
| RFG Advisory, LLC | 3,968 | $1.71M | 0.06% | +218+5.8% | Added |
| STRS Ohio | 3,892 | $1.68M | 0.01% | −280−6.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,853 | $1.66M | 0.01% | +87+2.3% | Added |
| Public Employees Retirement Association of Colorado | 3,781 | $1.63M | 0.01% | −362−8.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 3,750 | $1.62M | 0.05% | +69+1.9% | Added |
| Alpha Omega Wealth Management LLC | 3,698 | $1.60M | 0.30% | −396−9.7% | Reduced |
| Mercer Global Advisors Inc | 3,673 | $1.59M | 0.00% | +89+2.5% | Added |
| Access Financial Services, Inc. | 3,642 | $1.57M | 0.70% | +319+9.6% | Added |
| Campbell & CO Investment Adviser LLC | 3,626 | $1.57M | 0.14% | +2,526+229.6% | Added |
| Trueblood Wealth Management, LLC | 3,603 | $1.56M | 0.89% | +32+0.9% | Added |
| Umb Bank N A | 3,601 | $1.56M | 0.02% | +8+0.2% | Added |
| Brown Advisory Inc | 3,588 | $1.55M | 0.00% | −65−1.8% | Reduced |
| EverSource Wealth Advisors, LLC | 3,374 | $1.51M | 0.12% | +2,427+256.3% | Added |
| Capital Investment Advisory Services, LLC | 3,485 | $1.51M | 0.16% | 00.0% | Unchanged |
| MML Investors Services, LLC | 3,475 | $1.50M | 0.01% | −480−12.1% | Reduced |
| Quantinno Capital Management LP | 3,446 | $1.49M | 0.03% | +200+6.2% | Added |
| Caisse de Depot Et Placement du Quebec | 3,423 | $1.48M | 0.00% | −83,125−96.0% | Reduced |
| State of Alaska, Department of Revenue | 3,397 | $1.47M | 0.02% | −260−7.1% | Reduced |
| Concurrent Investment Advisors, LLC | 3,266 | $1.41M | 0.06% | +197+6.4% | Added |
| Toronto Dominion Bank | 3,238 | $1.40M | 0.00% | −1,134−25.9% | Reduced |
| Saturna Capital CORP | 3,223 | $1.39M | 0.02% | +818+34.0% | Added |
| Procyon Private Wealth Partners, LLC | 3,201 | $1.38M | 0.11% | +15+0.5% | Added |
| Ethic Inc. | 3,172 | $1.37M | 0.03% | +153+5.1% | Added |
| Beacon Pointe Advisors, LLC | 3,154 | $1.36M | 0.02% | −521−14.2% | Reduced |
| Chicago Trust Co NA | 3,140 | $1.36M | 0.28% | −157−4.8% | Reduced |
| Cambridge Trust Co | 3,120 | $1.35M | 0.05% | −677−17.8% | Reduced |
| Mirabaud Asset Management Ltd | 3,109 | $1.34M | 0.54% | −14,422−82.3% | Reduced |
| Allianz Asset Management GmbH | 3,106 | $1.34M | 0.00% | +564+22.2% | Added |
| Federated Hermes, Inc. | 3,092 | $1.34M | 0.00% | −528−14.6% | Reduced |
| CoreCap Advisors, LLC | 3,067 | $1.33M | 0.07% | +99+3.3% | Added |
| Semanteon Capital Management, LP | 3,043 | $1.31M | 0.84% | +3,043 | New |
| Annandale Capital, LLC | 3,006 | $1.30M | 0.30% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 3,006 | $1.30M | 0.06% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 2,933 | $1.27M | 0.23% | −63−2.1% | Reduced |
| Americana Partners, LLC | 2,917 | $1.26M | 0.11% | +608+26.3% | Added |
| J. W. Coons Advisors, LLC | 2,914 | $1.26M | 0.28% | +288+11.0% | Added |
| National Asset Management, Inc. | 3,321 | $1.25M | 0.03% | +600+22.1% | Added |
| Advisor OS, LLC | 2,902 | $1.25M | 0.14% | +381+15.1% | Added |
| Gulf International Bank (UK) Ltd | 2,878 | $1.24M | 0.03% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 2,860 | $1.24M | 0.11% | +1,183+70.5% | Added |
| Fiduciary Family Office, LLC | 2,858 | $1.23M | 0.48% | +1,175+69.8% | Added |
| JustInvest LLC | 2,851 | $1.23M | 0.03% | −987−25.7% | Reduced |
| Teza Capital Management LLC | 2,842 | $1.23M | 0.16% | +2,260+388.3% | Added |
| Graham Capital Management, L.P. | 2,828 | $1.22M | 0.03% | +2,828 | New |
| GWM Advisors LLC | 2,795 | $1.21M | 0.01% | −64−2.2% | Reduced |
| Donaldson Capital Management, LLC | 2,785 | $1.20M | 0.05% | −49−1.7% | Reduced |
| SpiderRock Advisors, LLC | 2,925 | $1.20M | 0.04% | +2,925 | New |
| Tredje AP-fonden | 2,772 | $1.20M | 0.01% | −2,541−47.8% | Reduced |
| Nordwand Advisors, LLC | 2,768 | $1.20M | 0.46% | −675−19.6% | Reduced |
| Hilltop Holdings Inc. | 2,745 | $1.19M | 0.13% | −163−5.6% | Reduced |
| Harvey Investment Co LLC | 2,715 | $1.17M | 0.13% | +2,715 | New |
| Cox Capital Mgt LLC | 2,715 | $1.17M | 0.72% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 2,691 | $1.16M | 0.02% | +2,691 | New |
| Lloyd Advisory Services, LLC. | 2,655 | $1.15M | 0.24% | +2,181+460.1% | Added |
| Centennial Bank | 2,638 | $1.14M | 0.58% | −45−1.7% | Reduced |
| Change Path, LLC | 2,581 | $1.11M | 0.04% | +630+32.3% | Added |
| Securian Asset Management, Inc | 2,572 | $1.11M | 0.03% | −369−12.5% | Reduced |
| Lindenwold Advisors | 2,544 | $1.10M | 0.59% | −2−0.1% | Reduced |
| Charter Oak Capital Management, LLC | 2,540 | $1.10M | 0.12% | 00.0% | Unchanged |
| Ascent Group, LLC | 2,521 | $1.09M | 0.10% | −50−1.9% | Reduced |
| Bokf, NA | 2,488 | $1.08M | 0.02% | −11−0.4% | Reduced |
| Crossmark Global Holdings, Inc. | 2,493 | $1.08M | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,453 | $1.06M | 0.01% | −12−0.5% | Reduced |
| SG Americas Securities, LLC | 2,451 | $1.06M | 0.01% | +698+39.8% | Added |
| Maryland State Retirement & Pension System | 2,605 | $1.05M | 0.02% | 00.0% | Unchanged |
| American National Bank | 2,416 | $1.04M | 0.14% | +2,169+878.1% | Added |
| Atlas Private Wealth Management | 2,404 | $1.04M | 0.44% | +37+1.6% | Added |
| Belpointe Asset Management LLC | 2,303 | $995.3K | 0.07% | +338+17.2% | Added |
| Crawford Investment Counsel Inc | 2,298 | $992.7K | 0.02% | +13+0.6% | Added |
| Groesbeck Investment Management Corp | 2,265 | $978.0K | 1.04% | 00.0% | Unchanged |
| Colony Group, LLC | 2,247 | $971.0K | 0.01% | +2,247 | New |
| Wealth Alliance | 2,247 | $970.7K | 0.13% | −117−4.9% | Reduced |
| First Commonwealth Financial Corp | 2,225 | $961.1K | 0.26% | +2,225 | New |
| M&T Bank Corp | 2,214 | $956.4K | 0.00% | −305−12.1% | Reduced |
| Financial Advisory Service, Inc. | 2,201 | $950.7K | 0.08% | +10.0% | Added |
| Daiwa Securities Group Inc. | 2,200 | $950.0K | 0.01% | +100+4.8% | Added |
| La Banque Postale Asset Management SA | 2,198 | $949.5K | 0.04% | +2,198 | New |
| Quantitative Investment Management, LLC | 2,186 | $944.0K | 0.06% | +2,186 | New |
| Greenleaf Trust | 2,154 | $930.5K | 0.01% | +2,154 | New |
| Connectus Wealth, LLC | 2,090 | $902.8K | 0.02% | −75−3.5% | Reduced |
| Janus Henderson Group PLC | 2,075 | $895.5K | 0.00% | +1,303+168.8% | Added |
| Confluence Wealth Services, Inc. | 2,049 | $884.9K | 0.08% | +49+2.5% | Added |
| Bank of Nova Scotia | 2,045 | $883.4K | 0.00% | +155+8.2% | Added |
| Capital Analysts, LLC | 1,996 | $862.0K | 0.04% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 1,990 | $859.6K | 0.00% | −10−0.5% | Reduced |
| Pearl River Capital, LLC | 1,987 | $858.3K | 0.14% | +1,987 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 1,976 | $854.0K | 0.02% | +659+50.0% | Added |
| Parsons Capital Management Inc | 1,967 | $849.7K | 0.06% | −73−3.6% | Reduced |
| Burney Co | 1,963 | $848.0K | 0.03% | +1+0.1% | Added |
| TrinityPoint Wealth, LLC | 1,952 | $843.4K | 0.14% | +119+6.5% | Added |