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 |
|---|---|---|---|---|---|
| Synovus Financial Corp | 493 | $213.0K | 0.00% | −3−0.6% | Reduced |
| Breakwater Capital Group | 491 | $212.1K | 0.05% | +491 | New |
| Vontobel Holding Ltd. | 484 | $209.1K | 0.00% | −23−4.5% | Reduced |
| Tower Wealth Partners, Inc. | 483 | $208.6K | 0.14% | −19−3.8% | Reduced |
| International Assets Investment Management, LLC | 478 | $207.5K | 0.02% | −1−0.2% | Reduced |
| Flputnam Investment Management Co | 480 | $207.3K | 0.00% | −3−0.6% | Reduced |
| Cottonwood Capital Advisors, LLC | 501 | $206.6K | 0.16% | −18−3.5% | Reduced |
| Sequoia Financial Advisors, LLC | 478 | $206.5K | 0.00% | +478 | New |
| Prudential PLC | 477 | $206.1K | 0.00% | −1,673−77.8% | Reduced |
| My Legacy Advisors, LLC | 474 | $204.8K | 0.07% | +474 | New |
| Wealthfront Advisers LLC | 469 | $202.6K | 0.00% | −11−2.3% | Reduced |
| Boston Private Wealth LLC | 466 | $201.3K | 0.00% | −51−9.9% | Reduced |
| Aquatic Capital Management LLC | 440 | $190.1K | 0.01% | −6,440−93.6% | Reduced |
| First Horizon Advisors, Inc. | 438 | $189.2K | 0.01% | −18−3.9% | Reduced |
| Gladius Capital Management LP | 419 | $181.0K | 0.18% | −119−22.1% | Reduced |
| Colonial Trust Co | 413 | $178.4K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 373 | $160.9K | 0.01% | −34−8.4% | Reduced |
| Principal Securities, Inc. | 362 | $156.4K | 0.00% | +8+2.3% | Added |
| Hilltop National Bank | 361 | $155.9K | 0.05% | +361 | New |
| Eagle Bay Advisors LLC | 343 | $148.4K | 0.09% | −88−20.4% | Reduced |
| Glen Eagle Advisors, LLC | 342 | $147.9K | 0.03% | +34+11.0% | Added |
| RFP Financial Group LLC | 340 | $146.9K | 0.06% | 00.0% | Unchanged |
| Central Trust Co | 330 | $142.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 318 | $137.4K | 0.00% | +220+224.5% | Added |
| Walleye Capital LLC | 309 | $133.5K | 0.00% | −19,588−98.4% | Reduced |
| Evermay Wealth Management LLC | 305 | $131.8K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 300 | $129.6K | 0.01% | −89−22.9% | Reduced |
| Rakuten Investment Management, Inc. | 293 | $126.6K | 0.00% | +269+1,120.8% | Added |
| Y.D. More Investments Ltd | 280 | $121.0K | 0.02% | +280 | New |
| Mather Group, LLC. | 266 | $114.0K | 0.00% | +266 | New |
| GAMMA Investing LLC | 258 | $111.4K | 0.02% | +12+4.9% | Added |
| Continuum Advisory, LLC | 229 | $108.1K | 0.02% | +229 | New |
| Quest Partners LLC | 248 | $107.1K | 0.02% | +248 | New |
| Richardson Financial Services Inc. | 245 | $105.8K | 0.07% | +15+6.5% | Added |
| Cedar Wealth Management, LLC | 230 | $99.4K | 0.03% | 00.0% | Unchanged |
| HM Payson & Co | 224 | $96.8K | 0.00% | +60+36.6% | Added |
| Trust Co of Vermont | 222 | $95.9K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 202 | $87.0K | 0.00% | +124+159.0% | Added |
| Whittier Trust Co | 198 | $85.5K | 0.00% | +98+98.0% | Added |
| Archer Investment Corp | 195 | $84.2K | 0.03% | +195 | New |
| Private Trust Co NA | 192 | $82.9K | 0.01% | −9−4.5% | Reduced |
| National Bank of Canada | 147 | $70.4K | 0.00% | +2+1.4% | Added |
| JJJ Advisors Inc. | 163 | $70.4K | 0.01% | −98−37.5% | Reduced |
| First Manhattan Co | 147 | $63.5K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 140 | $60.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 133 | $57.0K | 0.01% | +133 | New |
| Jones Financial Companies LLLP | 131 | $56.6K | 0.00% | +112+589.5% | Added |
| Ronald Blue Trust, Inc. | 118 | $51.0K | 0.00% | −149−55.8% | Reduced |
| Smartleaf Asset Management LLC | 111 | $48.2K | 0.01% | +38+52.1% | Added |
| Opal Wealth Advisors, LLC | 107 | $46.2K | 0.02% | +107 | New |
| GoalVest Advisory LLC | 104 | $44.9K | 0.01% | +10+10.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $43.1K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 100 | $43.0K | 0.03% | +100 | New |
| Harbour Investments, Inc. | 98 | $42.3K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 90 | $38.9K | 0.00% | +90 | New |
| Rise Advisors, LLC | 88 | $38.0K | 0.02% | +19+27.5% | Added |
| Salomon & Ludwin, LLC | 87 | $37.6K | 0.00% | +30+52.6% | Added |
| Whittier Trust Co of Nevada Inc | 87 | $37.6K | 0.00% | +87 | New |
| Venturi Wealth Management, LLC | 86 | $37.1K | 0.00% | +1+1.2% | Added |
| SRS Capital Advisors, Inc. | 85 | $36.8K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 83 | $35.9K | 0.01% | +26+45.6% | Added |
| Lindbrook Capital, LLC | 82 | $35.4K | 0.00% | +2+2.5% | Added |
| Hartford Financial Management Inc. | 82 | $35.4K | 0.01% | +7+9.3% | Added |
| McIlrath & Eck, LLC | 76 | $32.8K | 0.01% | +56+280.0% | Added |
| ORG Partners LLC | 71 | $30.8K | 0.06% | +71 | New |
| Colonial Trust Advisors | 71 | $30.7K | 0.00% | +71 | New |
| Massmutual Trust Co FSB | 68 | $29.4K | 0.00% | −1−1.4% | Reduced |
| Armstrong Advisory Group, Inc | 65 | $27.9K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 63 | $27.2K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 60 | $26.0K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 60 | $25.9K | 0.02% | −20−25.0% | Reduced |
| Contravisory Investment Management, Inc. | 60 | $25.9K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 60 | $25.9K | 0.00% | +14+30.4% | Added |
| EntryPoint Capital, LLC | 58 | $25.1K | 0.02% | +29+100.0% | Added |
| First PREMIER Bank | 59 | $25.0K | 0.01% | +59 | New |
| Wetzel Investment Advisors, Inc. | 59 | $23.7K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 50 | $21.6K | 0.00% | −16−24.2% | Reduced |
| PSI Advisors, LLC | 50 | $21.6K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 47 | $20.4K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 46 | $19.8K | 0.00% | +4+9.5% | Added |
| Main Street Group, LTD | 45 | $19.5K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 45 | $19.4K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 44 | $19.0K | 0.01% | +1+2.3% | Added |
| Solstein Capital, LLC | 42 | $18.1K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 42 | $18.1K | 0.00% | +42 | New |
| Legacy Bridge, LLC | 40 | $17.3K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 38 | $16.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 34 | $16.3K | 0.00% | +8+30.8% | Added |
| FSA Wealth Management LLC | 37 | $16.1K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 36 | $15.6K | 0.00% | −1,520−97.7% | Reduced |
| Bogart Wealth, LLC | 36 | $15.6K | 0.00% | −2−5.3% | Reduced |
| Rosenberg Matthew Hamilton | 35 | $15.2K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 35 | $15.1K | 0.01% | −9−20.5% | Reduced |
| Sound Income Strategies, LLC | 35 | $15.1K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 33 | $14.3K | 0.00% | +33 | New |
| Institutional & Family Asset Management, LLC | 31 | $13.4K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 27 | $11.7K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 26 | $11.2K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 26 | $11.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 25 | $10.8K | 0.00% | −53−67.9% | Reduced |