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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2024: 746 institutions
Q1 2021: 464 institutionsQ2 2021: 475 institutionsQ3 2021: 478 institutionsQ4 2021: 521 institutionsQ1 2022: 495 institutionsQ2 2022: 516 institutionsQ3 2022: 538 institutionsQ4 2022: 568 institutionsQ1 2023: 615 institutionsQ2 2023: 677 institutionsQ3 2023: 683 institutionsQ4 2023: 727 institutionsQ1 2024: 746 institutionsQ2 2024: 778 institutionsQ3 2024: 789 institutionsQ4 2024: 822 institutionsQ1 2025: 840 institutionsQ2 2025: 807 institutionsQ3 2025: 780 institutionsQ4 2025: 768 institutionsQ1 2026: 772 institutionsQ2 2026: 787 institutions
Value heldQ1 2024: $15.6B
Q1 2021: $8.06BQ2 2021: $8.80BQ3 2021: $8.12BQ4 2021: $9.61BQ1 2022: $9.46BQ2 2022: $7.74BQ3 2022: $8.59BQ4 2022: $8.51BQ1 2023: $11.0BQ2 2023: $13.5BQ3 2023: $13.7BQ4 2023: $15.3BQ1 2024: $15.6BQ2 2024: $16.7BQ3 2024: $17.4BQ4 2024: $16.8BQ1 2025: $17.9BQ2 2025: $15.3BQ3 2025: $14.6BQ4 2025: $12.6BQ1 2026: $13.9BQ2 2026: $15.7B
Institutions holding WSO and their total value by quarter
QuarterHoldersValue
Q2 2026787$15.7B
Q1 2026772$13.9B
Q4 2025768$12.6B
Q3 2025780$14.6B
Q2 2025807$15.3B
Q1 2025840$17.9B
Q4 2024822$16.8B
Q3 2024789$17.4B
Q2 2024778$16.7B
Q1 2024746$15.6B
Q4 2023727$15.3B
Q3 2023683$13.7B
Q2 2023677$13.5B
Q1 2023615$11.0B
Q4 2022568$8.51B
Q3 2022538$8.59B
Q2 2022516$7.74B
Q1 2022495$9.46B
Q4 2021521$9.61B
Q3 2021478$8.12B
Q2 2021475$8.80B
Q1 2021464$8.06B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q4 2023.

Institutions holding WSO in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Walleye Trading LLC878$379.3K0.01%−1,620−64.9%Reduced
Compass Ion Advisors, LLC868$374.8K0.05%−267−23.5%Reduced
Teacher Retirement System of Texas861$372.0K0.00%−675−43.9%Reduced
Asahi Life Asset Management Co., Ltd.860$371.5K0.22%+860New
Stephens Inc850$367.2K0.01%−4,840−85.1%Reduced
QRG Capital Management, Inc.845$365.0K0.00%−117−12.2%Reduced
Vident Advisory, LLC843$364.3K0.01%+14+1.7%Added
Swiss Life Asset Management Ltd831$359.0K0.00%−747−47.3%Reduced
Eqis Capital Management, Inc.825$356.6K0.03%−217−20.8%Reduced
Lido Advisors, LLC822$355.3K0.00%+3+0.4%Added
Mattern Capital Management, LLC819$353.8K0.05%+819New
Cynosure Management, LLC817$352.9K0.06%−7,920−90.6%Reduced
Penserra Capital Management LLC813$350.0K0.00%+5+0.6%Added
Autumn Glory Partners, LLC810$349.9K0.17%00.0%Unchanged
Avestar Capital, LLC798$344.7K0.04%−129−13.9%Reduced
Intrust Bank NA798$344.7K0.04%−5−0.6%Reduced
ICW Investment Advisors LLC788$340.4K0.15%+92+13.2%Added
Dorsey & Whitney Trust CO LLC785$339.1K0.02%00.0%Unchanged
JTC Employer Solutions Trusteee Ltd780$338.0K0.02%00.0%Unchanged
Huntington National Bank782$337.8K0.00%+254+48.1%Added
Proequities, Inc.779$336.5K0.02%+128+19.7%Added
Lincoln National Corp778$336.3K0.01%+50+6.9%Added
Triad Investment Management776$335.2K0.41%+8+1.0%Added
Haverford Trust Co772$333.5K0.00%00.0%Unchanged
Palogic Value Management, L.P.772$333.5K0.14%+6+0.8%Added
IFP Advisors, Inc762$329.2K0.01%−180−19.1%Reduced
Heartwood Wealth Advisors LLC761$328.7K0.04%00.0%Unchanged
Taylor Hoffman Wealth Management724$312.7K0.13%00.0%Unchanged
D. E. Shaw & Co., Inc.717$309.7K0.00%−4,800−87.0%Reduced
Exchange Traded Concepts, LLC716$309.3K0.01%+716New
Jag Capital Management, LLC714$308.4K0.04%00.0%Unchanged
Numerai GP LLC701$302.8K0.13%+701New
Alberta Investment Management Corp700$302.4K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec698$301.0K0.00%+301+75.8%Added
Checchi Capital Advisers, LLC692$298.9K0.02%−3−0.4%Reduced
Eagle Global Advisors LLC688$297.3K0.02%+84+13.9%Added
Mutual Advisors, LLC683$295.0K0.01%−252−27.0%Reduced
Algert Global LLC677$292.4K0.01%−727−51.8%Reduced
Woodstock Corp675$291.6K0.03%00.0%Unchanged
Voya Financial Advisors, Inc.669$290.5K0.03%−38−5.4%Reduced
Atria Wealth Solutions, Inc.661$285.5K0.00%+4+0.6%Added
Univest Financial Corp659$284.7K0.08%−40−5.7%Reduced
Insigneo Advisory Services, LLC642$277.3K0.03%+41+6.8%Added
ASB Consultores, LLC642$277.3K0.07%+642New
Bleakley Financial Group, LLC640$276.5K0.01%+21+3.4%Added
Simplicity Wealth,LLC640$276.5K0.01%+640New
Advisory Services Network, LLC639$276.1K0.01%+167+35.4%Added
Tritonpoint Wealth, LLC613$275.9K0.03%−31−4.8%Reduced
Evergreen Capital Management LLC631$272.6K0.01%+3+0.5%Added
Knollwood Investment Advisory, LLC630$272.1K0.05%00.0%Unchanged
Apollon Wealth Management, LLC628$271.4K0.01%+57+10.0%Added
FourThought Financial Partners, LLC626$270.6K0.03%00.0%Unchanged
Boit C F David600$270.4K0.15%00.0%Unchanged
Simon Quick Advisors, LLC624$269.6K0.02%+62+11.0%Added
Lake Street Financial LLC621$268.3K0.04%00.0%Unchanged
Assetmark, Inc620$267.8K0.00%+192+44.9%Added
Fulcrum Capital LLC619$267.4K0.06%00.0%Unchanged
Savant Capital, LLC607$262.2K0.00%+24+4.1%Added
Prio Wealth Limited Partnership602$260.0K0.01%00.0%Unchanged
Thrive Wealth Management, LLC601$259.6K0.05%+40+7.1%Added
Nixon Peabody Trust Co600$259.2K0.02%00.0%Unchanged
Headlands Technologies LLC597$257.9K0.06%−645−51.9%Reduced
Covestor Ltd581$252.0K0.16%+208+55.8%Added
Waldron Private Wealth LLC581$251.0K0.01%−40−6.4%Reduced
Legacy Trust580$250.5K0.06%00.0%Unchanged
Napatree Capital LLC553$247.6K0.24%−55−9.0%Reduced
InterOcean Capital Group, LLC570$246.2K0.01%+32+5.9%Added
HighPoint Advisor Group LLC512$245.0K0.02%+45+9.6%Added
Csenge Advisory Group567$244.9K0.01%+567New
Boyar Asset Management Inc.559$241.5K0.16%−20−3.5%Reduced
Signaturefd, LLC557$240.6K0.01%−12−2.1%Reduced
APG Asset Management N.V.600$240.0K0.00%00.0%Unchanged
Tradition Wealth Management, LLC555$239.9K0.02%+3+0.5%Added
Aureus Asset Management, LLC551$238.0K0.02%00.0%Unchanged
River Wealth Advisors LLC547$236.3K0.03%−24−4.2%Reduced
Prospect Financial Services LLC545$235.4K0.19%−15−2.7%Reduced
Blue Barn Wealth, LLC543$234.6K0.13%+51+10.4%Added
Summit Trail Advisors, LLC541$233.6K0.01%+541New
Scientech Research LLC536$231.5K0.12%+536New
Prelude Capital Management, LLC535$231.1K0.02%+535New
Assenagon Asset Management S.A.533$230.2K0.00%−78−12.8%Reduced
Arkadios Wealth Advisors533$230.2K0.02%−6−1.1%Reduced
Koshinski Asset Management, Inc.533$230.2K0.02%+533New
Northside Capital Management, LLC528$228.2K0.04%−250−32.1%Reduced
Parkside Financial Bank & Trust526$227.4K0.04%+81+18.2%Added
Beaumont Financial Advisors, LLC526$227.2K0.02%00.0%Unchanged
Wolverine Trading, LLC524$226.4K0.00%−12,568−96.0%Reduced
LGT Financial Advisors LLC523$225.7K0.26%−131−20.0%Reduced
Alpha DNA Investment Management LLC520$224.6K0.12%+520New
Knowledge Leaders Capital, LLC518$223.8K0.39%−670−56.4%Reduced
Paloma Partners Management Co511$220.7K0.03%+511New
Northern Oak Wealth Management Inc510$220.3K0.03%−9,254−94.8%Reduced
Quadrant Capital Group LLC508$219.4K0.02%−26−4.9%Reduced
Forum Financial Management, LP502$216.8K0.00%00.0%Unchanged
Investment Management Corp of Ontario501$216.4K0.01%−300−37.5%Reduced
Campbell Capital Management Inc500$216.0K0.10%+500New
Bedel Financial Consulting, Inc.500$216.0K0.03%00.0%Unchanged
UniSuper Management Pty Ltd500$216.0K0.00%+200+66.7%Added
Toroso Investments, LLC496$214.3K0.00%+496New
Impact Partnership Wealth, LLC494$213.4K0.08%+481+3,700.0%Added