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 |
|---|---|---|---|---|---|
| Maxi Investments CY Ltd | 1,927 | $832.0K | 0.22% | +1,927 | New |
| Sherbrooke Park Advisers LLC | 1,922 | $830.2K | 0.16% | +1,922 | New |
| Diversify Advisory Services, LLC | 1,894 | $822.3K | 0.05% | +1,894 | New |
| Steward Partners Investment Advisory, LLC | 1,903 | $822.1K | 0.01% | +182+10.6% | Added |
| Stock Yards Bank & Trust Co | 1,898 | $820.0K | 0.03% | +39+2.1% | Added |
| Oak Ridge Investments LLC | 1,878 | $811.2K | 0.08% | −323−14.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,861 | $803.9K | 0.03% | +901+93.9% | Added |
| Johnson Financial Group, Inc. | 1,856 | $801.7K | 0.04% | −49−2.6% | Reduced |
| Norden Group LLC | 1,829 | $790.2K | 0.16% | +1,829 | New |
| Mayflower Financial Advisors, LLC | 1,826 | $788.8K | 0.13% | −148−7.5% | Reduced |
| SlateStone Wealth, LLC | 1,803 | $779.0K | 0.08% | +68+3.9% | Added |
| Intech Investment Management LLC | 1,803 | $778.8K | 0.01% | +120+7.1% | Added |
| Park Avenue Securities LLC | 1,784 | $771.0K | 0.01% | +36+2.1% | Added |
| Modera Wealth Management, LLC | 1,775 | $766.7K | 0.01% | −168−8.6% | Reduced |
| Avantax Advisory Services, Inc. | 1,689 | $729.8K | 0.01% | −316−15.8% | Reduced |
| NBC Securities, Inc. | 1,654 | $714.0K | 0.07% | −13−0.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,633 | $705.4K | 0.01% | +401+32.5% | Added |
| Integrated Wealth Concepts LLC | 1,628 | $703.4K | 0.01% | +311+23.6% | Added |
| Cary Street Partner Investment Advisory LLC | 1,627 | $702.9K | 0.03% | +83+5.4% | Added |
| Moody Lynn & Lieberson, LLC | 1,578 | $681.6K | 0.05% | −33−2.0% | Reduced |
| Aviva PLC | 1,568 | $677.3K | 0.00% | −453−22.4% | Reduced |
| Ensemble Capital Management, LLC | 1,540 | $665.2K | 0.06% | −695−31.1% | Reduced |
| LVW Advisors, LLC | 1,533 | $662.2K | 0.11% | −63−3.9% | Reduced |
| ProShare Advisors LLC | 1,525 | $658.8K | 0.00% | −256−14.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,522 | $657.5K | 0.02% | −2,325−60.4% | Reduced |
| Webster Bank, N. A. | 1,493 | $644.9K | 0.07% | 00.0% | Unchanged |
| Equitable Trust Co | 1,483 | $640.6K | 0.04% | 00.0% | Unchanged |
| Alps Advisors Inc | 1,460 | $630.7K | 0.00% | −894−38.0% | Reduced |
| Yarbrough Capital, LLC | 1,447 | $625.1K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,442 | $623.0K | 0.02% | +43+3.1% | Added |
| Avidian Wealth Solutions, LLC | 1,435 | $619.9K | 0.03% | −272−15.9% | Reduced |
| Shelton Capital Management | 1,430 | $617.7K | 0.02% | −38−2.6% | Reduced |
| Axxcess Wealth Management, LLC | 1,422 | $614.5K | 0.02% | −2−0.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,410 | $609.1K | 0.09% | +15+1.1% | Added |
| Private Advisor Group, LLC | 1,388 | $599.7K | 0.00% | −82−5.6% | Reduced |
| CIBC World Markets Corp | 1,387 | $599.1K | 0.00% | +452+48.3% | Added |
| Advocate Group LLC | 1,384 | $597.8K | 0.12% | 00.0% | Unchanged |
| Symmetry Investments LP | 1,376 | $594.4K | 0.06% | +1,376 | New |
| BHK Investment Advisors, LLC | 1,355 | $585.4K | 0.22% | +430+46.5% | Added |
| Pine Valley Investments Ltd Liability Co | 1,354 | $584.9K | 0.05% | +21+1.6% | Added |
| FDx Advisors, Inc. | 1,353 | $584.0K | 0.09% | −759−35.9% | Reduced |
| Veriti Management LLC | 1,349 | $582.8K | 0.04% | −15−1.1% | Reduced |
| Perfromance Wealth Partners, LLC | 1,330 | $574.5K | 0.02% | +5+0.4% | Added |
| Ostrum Asset Management | 1,324 | $571.9K | 0.05% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 1,321 | $570.6K | 0.30% | +100+8.2% | Added |
| Kestra Advisory Services, LLC | 1,314 | $567.6K | 0.00% | +26+2.0% | Added |
| E. Ohman J:or Asset Management AB | 1,300 | $561.6K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,293 | $558.6K | 0.01% | 00.0% | Unchanged |
| First Bank & Trust | 1,291 | $557.7K | 0.12% | −12−0.9% | Reduced |
| Commerce Bank | 1,278 | $552.1K | 0.00% | −60−4.5% | Reduced |
| David Loasby | 1,231 | $538.2K | 0.05% | +300+32.2% | Added |
| Profund Advisors LLC | 1,238 | $534.8K | 0.02% | +136+12.3% | Added |
| Johnson Investment Counsel Inc | 1,236 | $533.9K | 0.01% | −8−0.6% | Reduced |
| Fifth Third Bancorp | 1,224 | $528.7K | 0.00% | −23−1.8% | Reduced |
| Entropy Technologies, LP | 1,221 | $527.4K | 0.06% | +1,221 | New |
| Symmetry Partners, LLC | 1,202 | $519.0K | 0.04% | −215−15.2% | Reduced |
| Bank of Hawaii | 1,201 | $518.8K | 0.03% | +1,201 | New |
| Northeast Financial Consultants Inc | 1,200 | $518.4K | 0.03% | −1,300−52.0% | Reduced |
| Donoghue Forlines LLC | 1,195 | $516.2K | 0.15% | +1,195 | New |
| Farther Finance Advisors, LLC | 1,188 | $515.7K | 0.03% | +596+100.7% | Added |
| Millennium Management LLC | 1,170 | $505.4K | 0.00% | −45,362−97.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,137 | $491.1K | 0.00% | +1,137 | New |
| Park National Corp | 1,132 | $489.0K | 0.02% | 00.0% | Unchanged |
| Duality Advisers, LP | 1,132 | $489.0K | 0.05% | +1,132 | New |
| Paradigm Financial Partners, LLC | 1,124 | $485.5K | 0.10% | −35−3.0% | Reduced |
| Sciencast Management LP | 1,120 | $483.8K | 0.29% | +1,120 | New |
| Baker Tilly Wealth Management, LLC | 1,112 | $480.4K | 0.09% | −260−19.0% | Reduced |
| Degroof Petercam Asset Management | 1,100 | $475.2K | 0.01% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 1,088 | $469.9K | 0.91% | +424+63.9% | Added |
| Heritage Wealth Management, LLC | 1,082 | $467.5K | 0.24% | −34−3.0% | Reduced |
| Krane Funds Advisors LLC | 1,086 | $464.2K | 0.02% | −64−5.6% | Reduced |
| Icon Wealth Advisors, LLC | 1,070 | $462.2K | 0.04% | −138−11.4% | Reduced |
| Park Place Capital Corp | 1,057 | $456.6K | 0.16% | 00.0% | Unchanged |
| Roundview Capital LLC | 1,039 | $448.8K | 0.04% | +12+1.2% | Added |
| Quantum Private Wealth, LLC | 1,038 | $448.2K | 0.17% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,017 | $448.1K | 0.02% | +18+1.8% | Added |
| Flagship Harbor Advisors, LLC | 1,025 | $442.7K | 0.03% | −10−1.0% | Reduced |
| Everpar Advisors LLC | 1,022 | $441.5K | 0.27% | −796−43.8% | Reduced |
| Phillips Wealth Planners LLC | 1,049 | $433.8K | 0.50% | +36+3.6% | Added |
| Ci Investments Inc. | 999 | $432.0K | 0.00% | +146+17.1% | Added |
| Tompkins Financial Corp | 1,000 | $432.0K | 0.05% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,000 | $432.0K | 0.03% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 998 | $431.1K | 0.00% | −165,002−99.4% | Reduced |
| Centennial Wealth Advisory LLC | 992 | $428.6K | 0.20% | −43−4.2% | Reduced |
| Siemens Fonds Invest GmbH | 991 | $428.1K | 0.03% | +991 | New |
| Laurion Capital Management LP | 986 | $425.9K | 0.01% | +986 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 978 | $422.0K | 0.00% | −6−0.6% | Reduced |
| MJP Associates Inc | 970 | $419.0K | 0.09% | +302+45.2% | Added |
| CWM, LLC | 957 | $413.0K | 0.00% | +265+38.3% | Added |
| Plato Investment Management Ltd | 955 | $412.5K | 0.04% | +955 | New |
| Handelsinvest Investeringsforvaltning | 942 | $407.0K | 0.20% | −489−34.2% | Reduced |
| Congress Wealth Management LLC | 938 | $405.6K | 0.01% | −645−40.7% | Reduced |
| Prospera Financial Services Inc | 934 | $403.9K | 0.01% | +934 | New |
| Sound View Wealth Advisors Group, LLC | 931 | $402.2K | 0.04% | −3−0.3% | Reduced |
| Delta Financial Group, Inc. | 930 | $402.0K | 0.12% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 919 | $397.0K | 0.00% | −2,074−69.3% | Reduced |
| Kestra Private Wealth Services, LLC | 918 | $396.6K | 0.01% | +213+30.2% | Added |
| Ellevest, Inc. | 914 | $394.8K | 0.02% | −1−0.1% | Reduced |
| Verition Fund Management LLC | 906 | $391.4K | 0.00% | −471−34.2% | Reduced |
| Ieq Capital, LLC | 882 | $380.9K | 0.01% | +415+88.9% | Added |