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 |
|---|---|---|---|---|---|
| Blue Barn Wealth, LLC | 605 | $280.3K | 0.16% | +62+11.4% | Added |
| Krane Funds Advisors LLC | 611 | $283.0K | 0.01% | −475−43.7% | Reduced |
| Northern Oak Wealth Management Inc | 611 | $283.0K | 0.03% | +101+19.8% | Added |
| iA Global Asset Management Inc. | 613 | $284.0K | 0.01% | +613 | New |
| Univest Financial Corp | 619 | $286.7K | 0.08% | −40−6.1% | Reduced |
| Fulcrum Capital LLC | 619 | $286.7K | 0.07% | 00.0% | Unchanged |
| Lake Street Financial LLC | 621 | $287.7K | 0.04% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 621 | $287.7K | 0.04% | +621 | New |
| Abn Amro Investment Solutions | 622 | $288.1K | 0.01% | +622 | New |
| Swiss Life Asset Management Ltd | 623 | $288.6K | 0.00% | −208−25.0% | Reduced |
| Napatree Capital LLC | 626 | $290.0K | 0.24% | +73+13.2% | Added |
| Modern Wealth Management, LLC | 627 | $290.6K | 0.02% | +627 | New |
| Simplicity Wealth,LLC | 639 | $296.0K | 0.01% | −1−0.2% | Reduced |
| Bleakley Financial Group, LLC | 639 | $296.0K | 0.01% | −1−0.2% | Reduced |
| Insigneo Advisory Services, LLC | 658 | $303.5K | 0.03% | +16+2.5% | Added |
| Signaturefd, LLC | 655 | $303.5K | 0.01% | +98+17.6% | Added |
| Teacher Retirement System of Texas | 660 | $306.0K | 0.00% | −201−23.3% | Reduced |
| Thrive Wealth Management, LLC | 663 | $307.1K | 0.06% | +62+10.3% | Added |
| Assenagon Asset Management S.A. | 664 | $307.6K | 0.00% | +131+24.6% | Added |
| Waterloo Capital, L.P. | 665 | $308.1K | 0.04% | +665 | New |
| Alpha DNA Investment Management LLC | 667 | $309.0K | 0.18% | +147+28.3% | Added |
| RSM US Wealth Management LLC | 672 | $310.3K | 0.01% | +672 | New |
| Woodstock Corp | 675 | $312.7K | 0.03% | 00.0% | Unchanged |
| Platform Technology Partners | 685 | $317.3K | 0.11% | +685 | New |
| Simon Quick Advisors, LLC | 685 | $317.4K | 0.02% | +61+9.8% | Added |
| My Legacy Advisors, LLC | 690 | $319.6K | 0.10% | +216+45.6% | Added |
| Checchi Capital Advisers, LLC | 692 | $320.6K | 0.03% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 693 | $320.8K | 0.02% | +5+0.7% | Added |
| Diversify Advisory Services, LLC | 678 | $323.2K | 0.02% | −1,216−64.2% | Reduced |
| Investment Management Corp of Ontario | 701 | $324.7K | 0.01% | +200+39.9% | Added |
| Apollon Wealth Management, LLC | 709 | $328.6K | 0.01% | +81+12.9% | Added |
| Jag Capital Management, LLC | 710 | $328.9K | 0.05% | −4−0.6% | Reduced |
| First Citizens Bank & Trust Co | 717 | $332.1K | 0.01% | +717 | New |
| Taylor Hoffman Wealth Management | 724 | $334.5K | 0.14% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 722 | $334.6K | 0.14% | −270−27.2% | Reduced |
| Mutual Advisors, LLC | 678 | $341.5K | 0.01% | −5−0.7% | Reduced |
| Venturi Wealth Management, LLC | 749 | $347.0K | 0.02% | +663+770.9% | Added |
| Proequities, Inc. | 756 | $350.2K | 0.02% | −23−3.0% | Reduced |
| Heartwood Wealth Advisors LLC | 761 | $352.5K | 0.04% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 762 | $353.0K | 0.02% | −23−2.9% | Reduced |
| Semanteon Capital Management, LP | 765 | $354.4K | 0.25% | −2,278−74.9% | Reduced |
| ICW Investment Advisors LLC | 773 | $357.9K | 0.16% | −15−1.9% | Reduced |
| Intrepid Capital Management Inc | 773 | $358.1K | 0.23% | −3,348−81.2% | Reduced |
| TrueMark Investments, LLC | 774 | $358.5K | 0.12% | +774 | New |
| JTC Employer Solutions Trusteee Ltd | 780 | $362.0K | 0.02% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 792 | $366.9K | 0.00% | +792 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 795 | $368.0K | 0.00% | −183−18.7% | Reduced |
| Penserra Capital Management LLC | 796 | $368.0K | 0.00% | −17−2.1% | Reduced |
| UniSuper Management Pty Ltd | 800 | $370.6K | 0.00% | +300+60.0% | Added |
| Acadian Asset Management LLC | 807 | $372.0K | 0.00% | +807 | New |
| International Private Wealth Advisors LLC | 808 | $374.1K | 0.63% | −280−25.7% | Reduced |
| Compass Ion Advisors, LLC | 868 | $374.8K | 0.05% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 809 | $375.0K | 0.01% | −1,167−59.1% | Reduced |
| Haverford Trust Co | 810 | $375.2K | 0.00% | +38+4.9% | Added |
| Cynosure Management, LLC | 819 | $379.4K | 0.06% | +2+0.2% | Added |
| Huntington National Bank | 833 | $385.9K | 0.00% | +51+6.5% | Added |
| Greenleaf Trust | 838 | $388.2K | 0.00% | −1,316−61.1% | Reduced |
| Intrust Bank NA | 844 | $391.0K | 0.04% | +46+5.8% | Added |
| Stephens Inc | 844 | $391.0K | 0.01% | −6−0.7% | Reduced |
| Ensemble Capital Management, LLC | 845 | $391.4K | 0.03% | −695−45.1% | Reduced |
| Dakota Wealth Management | 850 | $393.8K | 0.01% | −6,609−88.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 864 | $400.2K | 0.12% | +864 | New |
| Pine Valley Investments Ltd Liability Co | 868 | $402.1K | 0.03% | −486−35.9% | Reduced |
| Arete Wealth Advisors, LLC | 887 | $411.0K | 0.03% | +887 | New |
| Pinebridge Investments, L.P. | 892 | $413.2K | 0.00% | −27−2.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 899 | $416.5K | 0.04% | −32−3.4% | Reduced |
| Fiduciary Financial Group, LLC | 811 | $421.6K | 0.10% | +811 | New |
| Prospera Financial Services Inc | 917 | $425.3K | 0.01% | −17−1.8% | Reduced |
| Lido Advisors, LLC | 925 | $428.6K | 0.00% | +103+12.5% | Added |
| Profund Advisors LLC | 928 | $429.9K | 0.02% | −310−25.0% | Reduced |
| CWM, LLC | 928 | $430.0K | 0.00% | −29−3.0% | Reduced |
| Tudor Investment Corp Et Al | 940 | $435.4K | 0.00% | +940 | New |
| Phillips Wealth Planners LLC | 897 | $435.9K | 0.46% | −152−14.5% | Reduced |
| Congress Wealth Management LLC | 942 | $436.8K | 0.01% | +4+0.4% | Added |
| Flputnam Investment Management Co | 947 | $438.5K | 0.01% | +467+97.3% | Added |
| Heritage Wealth Management, LLC | 953 | $441.7K | 0.25% | −129−11.9% | Reduced |
| Heritage Family Offices, LLP | 953 | $441.7K | 0.25% | +953 | New |
| Ellevest, Inc. | 959 | $444.2K | 0.03% | +45+4.9% | Added |
| Federation des caisses Desjardins du Quebec | 971 | $449.9K | 0.00% | +273+39.1% | Added |
| Fifth Third Bancorp | 985 | $456.3K | 0.00% | −239−19.5% | Reduced |
| MJP Associates Inc | 989 | $458.2K | 0.10% | +19+2.0% | Added |
| Siemens Fonds Invest GmbH | 991 | $459.1K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,000 | $463.2K | 0.05% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,000 | $463.2K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,000 | $463.3K | 0.01% | +82+8.9% | Added |
| Mattern Capital Management, LLC | 1,004 | $465.1K | 0.06% | +185+22.6% | Added |
| QRG Capital Management, Inc. | 1,018 | $471.6K | 0.01% | +173+20.5% | Added |
| Valeo Financial Advisors, LLC | 1,019 | $472.0K | 0.01% | +2+0.2% | Added |
| Ci Investments Inc. | 1,024 | $474.0K | 0.00% | +25+2.5% | Added |
| Ieq Capital, LLC | 1,027 | $476.0K | 0.01% | +145+16.4% | Added |
| Quantum Private Wealth, LLC | 1,038 | $480.6K | 0.17% | 00.0% | Unchanged |
| Roundview Capital LLC | 1,039 | $481.3K | 0.04% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,057 | $489.6K | 0.16% | 00.0% | Unchanged |
| Seeds Investor LLC | 1,061 | $491.5K | 0.25% | +1,061 | New |
| Evergreen Capital Management LLC | 1,076 | $498.4K | 0.02% | +445+70.5% | Added |
| Golden State Equity Partners | 1,077 | $498.9K | 0.10% | +1,077 | New |
| Fifth Third Wealth Advisors LLC | 1,079 | $499.8K | 0.04% | +1,079 | New |
| Everpar Advisors LLC | 1,099 | $509.1K | 0.25% | +77+7.5% | Added |
| Credit Agricole S A | 1,118 | $517.9K | 0.00% | +1,118 | New |
| Paradigm Financial Partners, LLC | 1,119 | $518.4K | 0.08% | −5−0.4% | Reduced |