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, Q2 2024
Institutional positions in Watsco Inc as of Jun 30, 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
- 778
- +42 vs. Q1 2024
- Shares held
- 36.1M
- −139.8K (−0.4%) vs. Q1 2024
- Total value
- $16.7B
- +$1.08B (+6.9%) vs. Q1 2024
- New holders
- 108
- 243 more added
- Sold out
- 66
- 325 more reduced
10 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Foster Dykema Cabot & Partners, LLC | 100 | $46.3K | 0.00% | +100 | New |
| SRS Capital Advisors, Inc. | 105 | $48.8K | 0.00% | +20+23.5% | Added |
| Strategic Financial Concepts, LLC | 23,543 | $49.0K | 0.00% | +23,543 | New |
| Ransom Advisory, Ltd | 108 | $50.0K | 0.03% | +108 | New |
| Fred Alger Management, LLC | 116 | $53.7K | 0.00% | −5,315−97.9% | Reduced |
| Global Retirement Partners, LLC | 122 | $56.5K | 0.00% | +62+103.3% | Added |
| Ashton Thomas Private Wealth, LLC | 132 | $61.1K | 0.00% | +132 | New |
| Resources Management Corp | 140 | $65.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 145 | $67.2K | 0.01% | +135+1,350.0% | Added |
| JJJ Advisors Inc. | 163 | $75.5K | 0.02% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 173 | $80.0K | 0.17% | −350−66.9% | Reduced |
| Private Trust Co NA | 185 | $85.7K | 0.01% | −7−3.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 198 | $91.7K | 0.00% | +111+127.6% | Added |
| Whittier Trust Co | 198 | $91.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 220 | $95.0K | 0.00% | +102+86.4% | Added |
| Mascoma Wealth Management LLC | 210 | $97.3K | 0.03% | +210 | New |
| Archer Investment Corp | 216 | $100.1K | 0.03% | +21+10.8% | Added |
| Trust Co of Vermont | 222 | $102.8K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 224 | $103.8K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 225 | $104.2K | 0.08% | −20−8.2% | Reduced |
| Continuum Advisory, LLC | 229 | $106.1K | 0.02% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 230 | $106.5K | 0.03% | 00.0% | Unchanged |
| Gradient Investments LLC | 234 | $108.5K | 0.00% | +234 | New |
| GeoWealth Management, LLC | 261 | $120.9K | 0.01% | +261 | New |
| Mather Group, LLC. | 293 | $126.6K | 0.00% | +27+10.2% | Added |
| Godsey & Gibb Associates | 286 | $132.5K | 0.01% | +286 | New |
| Y.D. More Investments Ltd | 300 | $139.0K | 0.01% | +20+7.1% | Added |
| Baldwin Brothers Inc | 301 | $139.4K | 0.01% | +1+0.3% | Added |
| Evermay Wealth Management LLC | 305 | $141.3K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 310 | $143.6K | 0.00% | −52−14.4% | Reduced |
| Allworth Financial LP | 305 | $150.8K | 0.00% | −13−4.1% | Reduced |
| Eagle Bay Advisors LLC | 337 | $155.9K | 0.09% | −6−1.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 351 | $162.6K | 0.00% | +351 | New |
| GAMMA Investing LLC | 358 | $165.8K | 0.02% | +100+38.8% | Added |
| Hilltop National Bank | 363 | $168.2K | 0.05% | +2+0.6% | Added |
| Central Trust Co | 365 | $169.1K | 0.00% | +35+10.6% | Added |
| Jones Financial Companies LLLP | 369 | $170.9K | 0.00% | +238+181.7% | Added |
| Geneos Wealth Management Inc. | 381 | $176.3K | 0.01% | +8+2.1% | Added |
| RFP Financial Group LLC | 386 | $178.8K | 0.07% | +46+13.5% | Added |
| Colonial Trust Co | 388 | $179.7K | 0.03% | −25−6.1% | Reduced |
| Financial Network Wealth Advisors LLC | 402 | $186.2K | 0.14% | +402 | New |
| Rodgers Brothers Inc. | 433 | $200.6K | 0.03% | +433 | New |
| Covestor Ltd | 433 | $201.0K | 0.13% | −148−25.5% | Reduced |
| Summit Financial, LLC | 435 | $201.5K | 0.01% | +435 | New |
| Fundamentun, LLC | 439 | $203.4K | 0.02% | +439 | New |
| Dark Forest Capital Management LP | 440 | $203.8K | 0.04% | +440 | New |
| SageView Advisory Group, LLC | 441 | $204.5K | 0.01% | +441 | New |
| United Capital Financial Advisers, LLC | 442 | $204.6K | 0.00% | +442 | New |
| Wealthfront Advisers LLC | 443 | $205.2K | 0.00% | −26−5.5% | Reduced |
| Glenmede Trust Co NA | 443 | $205.2K | 0.00% | +443 | New |
| ISAM Funds (UK) Ltd | 443 | $205.2K | 0.15% | +443 | New |
| Trinity Financial Advisors LLC | 452 | $209.3K | 0.09% | +452 | New |
| Oarsman Capital, Inc. | 453 | $209.8K | 0.05% | +453 | New |
| Rakuten Investment Management, Inc. | 467 | $215.7K | 0.00% | +174+59.4% | Added |
| Baker Tilly Wealth Management, LLC | 470 | $217.7K | 0.09% | −642−57.7% | Reduced |
| Atomi Financial Group, Inc. | 473 | $219.1K | 0.02% | +473 | New |
| First Horizon Advisors, Inc. | 474 | $219.6K | 0.01% | +36+8.2% | Added |
| International Assets Investment Management, LLC | 476 | $220.5K | 0.02% | −2−0.4% | Reduced |
| Prudential PLC | 477 | $221.0K | 0.00% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 483 | $223.7K | 0.14% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 488 | $225.4K | 0.03% | −181−27.1% | Reduced |
| Breakwater Capital Group | 491 | $227.5K | 0.05% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 492 | $227.9K | 0.02% | −121−19.7% | Reduced |
| River Wealth Advisors LLC | 492 | $227.9K | 0.03% | −55−10.1% | Reduced |
| Jefferies Financial Group Inc. | 495 | $229.3K | 0.00% | +495 | New |
| Synovus Financial Corp | 499 | $231.2K | 0.00% | +6+1.2% | Added |
| Campbell Capital Management Inc | 500 | $231.6K | 0.10% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 500 | $231.6K | 0.03% | 00.0% | Unchanged |
| Forum Financial Management, LP | 503 | $233.0K | 0.00% | +1+0.2% | Added |
| LRI Investments, LLC | 507 | $234.7K | 0.03% | +491+3,068.8% | Added |
| Cordatus Wealth Management LLC | 516 | $239.0K | 0.09% | +516 | New |
| HighPoint Advisor Group LLC | 502 | $242.0K | 0.01% | −10−2.0% | Reduced |
| Holocene Advisors, LP | 523 | $242.3K | 0.00% | −26,577−98.1% | Reduced |
| Beaumont Financial Advisors, LLC | 526 | $243.7K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 525 | $244.0K | 0.01% | +525 | New |
| Northside Capital Management, LLC | 528 | $244.8K | 0.04% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 539 | $249.7K | 0.02% | +6+1.1% | Added |
| Summit Trail Advisors, LLC | 544 | $252.0K | 0.01% | +3+0.6% | Added |
| Sequoia Financial Advisors, LLC | 548 | $253.8K | 0.00% | +70+14.6% | Added |
| National Bank of Canada | 549 | $253.8K | 0.00% | +402+273.5% | Added |
| Autumn Glory Partners, LLC | 548 | $253.9K | 0.13% | −262−32.3% | Reduced |
| Prospect Financial Services LLC | 550 | $254.8K | 0.20% | +5+0.9% | Added |
| Aureus Asset Management, LLC | 551 | $255.2K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 559 | $258.7K | 0.03% | +4+0.7% | Added |
| Quadrant Capital Group LLC | 559 | $259.0K | 0.02% | +51+10.0% | Added |
| Parkside Financial Bank & Trust | 560 | $259.2K | 0.04% | +34+6.5% | Added |
| Eqis Capital Management, Inc. | 562 | $260.6K | 0.02% | −263−31.9% | Reduced |
| Crestwood Advisors Group LLC | 565 | $261.6K | 0.01% | +565 | New |
| Assetmark, Inc | 575 | $266.4K | 0.00% | −45−7.3% | Reduced |
| Legacy Trust | 580 | $268.7K | 0.07% | 00.0% | Unchanged |
| Nomura Holdings Inc | 581 | $269.1K | 0.00% | +581 | New |
| Advisory Services Network, LLC | 583 | $269.8K | 0.01% | −56−8.8% | Reduced |
| Csenge Advisory Group | 583 | $270.0K | 0.02% | +16+2.8% | Added |
| Waldron Private Wealth LLC | 587 | $271.9K | 0.01% | +6+1.0% | Added |
| IFP Advisors, Inc | 589 | $272.6K | 0.01% | −173−22.7% | Reduced |
| Savant Capital, LLC | 590 | $273.3K | 0.00% | −17−2.8% | Reduced |
| Glen Eagle Advisors, LLC | 597 | $276.6K | 0.05% | +255+74.6% | Added |
| Boit C F David | 600 | $277.9K | 0.14% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 600 | $277.9K | 0.02% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 602 | $278.9K | 0.01% | 00.0% | Unchanged |