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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

Q2 2024 vs. Q1 2024

How the institutions holding Watsco Inc changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of WSO: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders74610778+42
Shares36.2M47.4K36.1M−139.8K (−0.4%)
Value$15.6B$20.5M$16.7B+$1.08B (+6.9%)

10 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (108)

Institutions that held Watsco Inc at the end of Q2 2024 but not at the end of Q1 2024.

Showing the largest 100 of 108 by value.

Institutions new to WSO in Q2 2024
InstitutionSharesValue% of portfolio
National Pension Service54,800$25.4M0.03%
Corebridge Financial, Inc.40,510$18.8M0.10%
Interval Partners, LP25,344$11.7M0.34%
EULAV Asset Management24,600$11.4M0.31%
Kodai Capital Management LP20,511$9.50M0.18%
Buck Wealth Strategies, LLC15,086$6.99M2.06%
Standard Life Aberdeen plc14,824$6.87M0.01%
Carderock Capital Management Inc11,147$5.16M1.35%
Moore Capital Management, LP10,000$4.63M0.10%
Lighthouse Investment Partners, LLC9,212$4.27M0.24%
Jade Capital Advisors, LLC8,500$3.94M2.78%
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)8,119$3.76M0.04%
Sanctuary Advisors, LLC7,981$3.54M0.03%
Strengthening Families & Communities, LLC7,319$3.39M0.97%
Obermeyer Wood Investment Counsel, LLLP5,353$2.48M0.14%
Ontario Teachers Pension Plan Board5,253$2.43M0.02%
Level Four Advisory Services, LLC4,933$2.29M0.10%
Gateway Investment Advisers LLC4,553$2.11M0.02%
Retireful, LLC3,990$1.85M0.87%
Landscape Capital Management, L.L.C.3,190$1.48M0.12%
FORA Capital, LLC3,093$1.43M0.17%
Redwood Investment Management, LLC2,984$1.39M0.12%
Bellwether Advisors, LLC2,789$1.29M0.27%
TrimTabs Asset Management, LLC2,589$1.20M0.30%
Atom Investors LP2,303$1.07M0.11%
MBB Public Markets I LLC2,300$1.07M0.02%
Virtu Financial LLC2,289$1.06M0.07%
Citizens Financial Group Inc2,288$1.06M0.02%
Dynamic Technology Lab Private Ltd2,267$1.05M0.12%
Wiley Bros.-Aintree Capital, LLC1,975$915.0K0.04%
Bridges Investment Management Inc1,887$874.1K0.01%
Elevated Capital Advisors, LLC1,850$857.0K0.24%
M&G Plc1,774$821.4K0.00%
Diversify Wealth Management, LLC1,658$764.6K0.10%
Skye Global Management LP1,575$729.6K0.02%
Bayesian Capital Management, LP1,470$681.0K0.08%
Frank, Rimerman Advisors LLC1,462$677.3K0.05%
Thoroughbred Financial Services, LLC1,419$657.0K0.04%
Cranbrook Wealth Management, LLC1,304$604.1K0.15%
Capstone Investment Advisors, LLC1,211$561.0K0.01%
nVerses Capital, LLC1,200$555.9K0.33%
Omers Administration Corp1,173$543.4K0.01%
Credit Agricole S A1,118$517.9K0.00%
Fifth Third Wealth Advisors LLC1,079$499.8K0.04%
Golden State Equity Partners1,077$498.9K0.10%
Seeds Investor LLC1,061$491.5K0.25%
Heritage Family Offices, LLP953$441.7K0.25%
Tudor Investment Corp Et Al940$435.4K0.00%
Fiduciary Financial Group, LLC811$421.6K0.10%
Arete Wealth Advisors, LLC887$411.0K0.03%
Thurston, Springer, Miller, Herd & Titak, Inc.864$400.2K0.12%
Acadian Asset Management LLC807$372.0K0.00%
Rafferty Asset Management, LLC792$366.9K0.00%
TrueMark Investments, LLC774$358.5K0.12%
First Citizens Bank & Trust Co717$332.1K0.01%
Platform Technology Partners685$317.3K0.11%
RSM US Wealth Management LLC672$310.3K0.01%
Waterloo Capital, L.P.665$308.1K0.04%
Modern Wealth Management, LLC627$290.6K0.02%
Abn Amro Investment Solutions622$288.1K0.01%
Relative Value Partners Group, LLC621$287.7K0.04%
iA Global Asset Management Inc.613$284.0K0.01%
Nomura Holdings Inc581$269.1K0.00%
Crestwood Advisors Group LLC565$261.6K0.01%
Banque Cantonale Vaudoise525$244.0K0.01%
Cordatus Wealth Management LLC516$239.0K0.09%
Jefferies Financial Group Inc.495$229.3K0.00%
Atomi Financial Group, Inc.473$219.1K0.02%
Oarsman Capital, Inc.453$209.8K0.05%
Trinity Financial Advisors LLC452$209.3K0.09%
Glenmede Trust Co NA443$205.2K0.00%
ISAM Funds (UK) Ltd443$205.2K0.15%
United Capital Financial Advisers, LLC442$204.6K0.00%
SageView Advisory Group, LLC441$204.5K0.01%
Dark Forest Capital Management LP440$203.8K0.04%
Fundamentun, LLC439$203.4K0.02%
Summit Financial, LLC435$201.5K0.01%
Rodgers Brothers Inc.433$200.6K0.03%
Financial Network Wealth Advisors LLC402$186.2K0.14%
Mirae Asset Global ETFs Holdings Ltd.351$162.6K0.00%
Godsey & Gibb Associates286$132.5K0.01%
GeoWealth Management, LLC261$120.9K0.01%
Gradient Investments LLC234$108.5K0.00%
Mascoma Wealth Management LLC210$97.3K0.03%
Ashton Thomas Private Wealth, LLC132$61.1K0.00%
Ransom Advisory, Ltd108$50.0K0.03%
Strategic Financial Concepts, LLC23,543$49.0K0.00%
Foster Dykema Cabot & Partners, LLC100$46.3K0.00%
Quarry LP57$26.4K0.01%
Innealta Capital, LLC39$18.1K0.01%
Studio Investment Management LLC38$17.6K0.00%
Manchester Capital Management LLC34$15.8K0.00%
Ossiam28$13.0K0.00%
Triad Wealth Partners, LLC26$12.0K0.01%
St Germain D J Co Inc20$9.27K0.00%
ESL Trust Services, LLC14$6.49K0.00%
Coppell Advisory Solutions LLC13$6.02K0.00%
Pineridge Advisors LLC12$5.56K0.00%
Addison Advisors LLC11$5.10K0.00%
Westside Investment Management, Inc.11$5.09K0.00%

Sold out (66)

Institutions that held Watsco Inc at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of WSO in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Woodline Partners LP50,779$21.9M
American International Group, Inc.41,492$17.9M
Texas Permanent School Fund27,373$11.8M
Quantbot Technologies LP15,107$6.53M
Marshall Wace, LLP12,283$5.31M
Zacks Investment Management9,023$3.90M
Advantage Alpha Capital Partners LP8,902$3.85M
Susquehanna Portfolio Strategies, LLC4,309$1.86M
Campbell & CO Investment Adviser LLC3,626$1.57M
CoreCap Advisors, LLC3,067$1.33M
Brevan Howard Capital Management LP2,860$1.24M
Graham Capital Management, L.P.2,828$1.22M
SpiderRock Advisors, LLC2,925$1.20M
Nordwand Advisors, LLC2,768$1.20M
Lloyd Advisory Services, LLC.2,655$1.15M
SG Americas Securities, LLC2,451$1.06M
La Banque Postale Asset Management SA2,198$949.5K
Quantitative Investment Management, LLC2,186$944.0K
Pearl River Capital, LLC1,987$858.3K
Sherbrooke Park Advisers LLC1,922$830.2K
Symmetry Investments LP1,376$594.4K
FDx Advisors, Inc.1,353$584.0K
Blueshift Asset Management, LLC1,321$570.6K
Entropy Technologies, LP1,221$527.4K
Northeast Financial Consultants Inc1,200$518.4K
Healthcare of Ontario Pension Plan Trust Fund1,137$491.1K
Duality Advisers, LP1,132$489.0K
Sciencast Management LP1,120$483.8K
Laurion Capital Management LP986$425.9K
Plato Investment Management Ltd955$412.5K
Delta Financial Group, Inc.930$402.0K
Asahi Life Asset Management Co., Ltd.860$371.5K
Avestar Capital, LLC798$344.7K
Lincoln National Corp778$336.3K
Palogic Value Management, L.P.772$333.5K
Numerai GP LLC701$302.8K
Alberta Investment Management Corp700$302.4K
Algert Global LLC677$292.4K
ASB Consultores, LLC642$277.3K
FourThought Financial Partners, LLC626$270.6K
Headlands Technologies LLC597$257.9K
Boyar Asset Management Inc.559$241.5K
Scientech Research LLC536$231.5K
Prelude Capital Management, LLC535$231.1K
Koshinski Asset Management, Inc.533$230.2K
Wolverine Trading, LLC524$226.4K
Knowledge Leaders Capital, LLC518$223.8K
Impact Partnership Wealth, LLC494$213.4K
Cottonwood Capital Advisors, LLC501$206.6K
Boston Private Wealth LLC466$201.3K
Aquatic Capital Management LLC440$190.1K
Gladius Capital Management LP419$181.0K
First Manhattan Co147$63.5K
Tobam133$57.0K
FNY Investment Advisers, LLC100$43.0K
Salomon & Ludwin, LLC87$37.6K
ORG Partners LLC71$30.8K
Colonial Trust Advisors71$30.7K
EntryPoint Capital, LLC58$25.1K
Financial Synergies Wealth Advisors, Inc.27$11.7K
Northwest Investment Counselors, LLC16$6.91K
Rocky Mountain Advisers, LLC13$5.62K
Atticus Wealth Management, LLC11$4.75K
Caitlin John, LLC11$4.75K
American Capital Advisory, LLC5$1.59K
First Pacific Financial2$864

Not filed for Q2 2024 yet (10)

Institutions that held Watsco Inc at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WSO in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG30,332$13.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund5,989$2.59M
Cambridge Trust Co3,120$1.35M
Atlas Private Wealth Management2,404$1.04M
Connectus Wealth, LLC2,090$902.8K
Degroof Petercam Asset Management1,100$475.2K
Handelsinvest Investeringsforvaltning942$407.0K
Triad Investment Management776$335.2K
InterOcean Capital Group, LLC570$246.2K
FSA Wealth Management LLC37$16.1K