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 |
|---|---|---|---|---|---|
| Park National Corp | 1,133 | $524.9K | 0.02% | +1+0.1% | Added |
| Icon Wealth Advisors, LLC | 1,075 | $526.3K | 0.05% | +5+0.5% | Added |
| Equitable Trust Co | 1,141 | $528.6K | 0.04% | −342−23.1% | Reduced |
| Avidian Wealth Solutions, LLC | 1,168 | $541.1K | 0.03% | −267−18.6% | Reduced |
| Clearstead Advisors, LLC | 1,168 | $541.1K | 0.01% | +1,134+3,335.3% | Added |
| Omers Administration Corp | 1,173 | $543.4K | 0.01% | +1,173 | New |
| Hilltop Holdings Inc. | 1,177 | $545.2K | 0.06% | −1,568−57.1% | Reduced |
| Burney Co | 1,178 | $545.7K | 0.02% | −785−40.0% | Reduced |
| nVerses Capital, LLC | 1,200 | $555.9K | 0.33% | +1,200 | New |
| Bank of Hawaii | 1,201 | $556.4K | 0.03% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,202 | $557.0K | 0.03% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,211 | $561.0K | 0.01% | +1,211 | New |
| Moneta Group Investment Advisors LLC | 1,215 | $562.9K | 0.01% | −78−6.0% | Reduced |
| Johnson Investment Counsel Inc | 1,221 | $565.6K | 0.01% | −15−1.2% | Reduced |
| Ostrum Asset Management | 1,229 | $569.3K | 0.05% | −95−7.2% | Reduced |
| First Bank & Trust | 1,263 | $585.1K | 0.12% | −28−2.2% | Reduced |
| Shelton Capital Management | 1,274 | $590.2K | 0.02% | −156−10.9% | Reduced |
| Kestra Advisory Services, LLC | 1,274 | $590.2K | 0.00% | −40−3.0% | Reduced |
| Commerce Bank | 1,283 | $594.3K | 0.00% | +5+0.4% | Added |
| Donoghue Forlines LLC | 1,293 | $599.0K | 0.17% | +98+8.2% | Added |
| Cranbrook Wealth Management, LLC | 1,304 | $604.1K | 0.15% | +1,304 | New |
| Aviva PLC | 1,305 | $604.5K | 0.00% | −263−16.8% | Reduced |
| Atria Wealth Solutions, Inc. | 1,305 | $604.7K | 0.01% | +644+97.4% | Added |
| Paloma Partners Management Co | 1,321 | $611.9K | 0.05% | +810+158.5% | Added |
| Perfromance Wealth Partners, LLC | 1,330 | $616.1K | 0.02% | 00.0% | Unchanged |
| Verition Fund Management LLC | 1,346 | $623.5K | 0.00% | +440+48.6% | Added |
| NBC Securities, Inc. | 1,377 | $637.0K | 0.06% | −277−16.7% | Reduced |
| Private Advisor Group, LLC | 1,376 | $637.4K | 0.00% | −12−0.9% | Reduced |
| Advocate Group LLC | 1,384 | $641.1K | 0.13% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,413 | $654.3K | 0.02% | −9−0.6% | Reduced |
| BHK Investment Advisors, LLC | 1,413 | $654.7K | 0.26% | +58+4.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,415 | $655.5K | 0.09% | +5+0.4% | Added |
| Parallel Advisors, LLC | 1,416 | $656.1K | 0.02% | −26−1.8% | Reduced |
| Thoroughbred Financial Services, LLC | 1,419 | $657.0K | 0.04% | +1,419 | New |
| Integrated Wealth Concepts LLC | 1,438 | $666.1K | 0.01% | −190−11.7% | Reduced |
| Vontobel Holding Ltd. | 1,440 | $667.1K | 0.00% | +956+197.5% | Added |
| Flagship Harbor Advisors, LLC | 1,440 | $667.1K | 0.04% | +415+40.5% | Added |
| Yarbrough Capital, LLC | 1,447 | $670.3K | 0.03% | 00.0% | Unchanged |
| Alps Advisors Inc | 1,460 | $676.3K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 1,462 | $677.3K | 0.05% | +1,462 | New |
| Bayesian Capital Management, LP | 1,470 | $681.0K | 0.08% | +1,470 | New |
| Groesbeck Investment Management Corp | 1,486 | $688.0K | 0.95% | −779−34.4% | Reduced |
| Webster Bank, N. A. | 1,493 | $691.6K | 0.08% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,509 | $699.0K | 0.00% | −16−1.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,543 | $714.8K | 0.05% | −35−2.2% | Reduced |
| Donaldson Capital Management, LLC | 1,553 | $719.4K | 0.03% | −1,232−44.2% | Reduced |
| David Loasby | 1,494 | $726.1K | 0.07% | +263+21.4% | Added |
| Skye Global Management LP | 1,575 | $729.6K | 0.02% | +1,575 | New |
| Cary Street Partner Investment Advisory LLC | 1,612 | $746.8K | 0.03% | −15−0.9% | Reduced |
| E. Ohman J:or Asset Management AB | 1,620 | $750.4K | 0.02% | +320+24.6% | Added |
| Diversify Wealth Management, LLC | 1,658 | $764.6K | 0.10% | +1,658 | New |
| Modera Wealth Management, LLC | 1,691 | $783.3K | 0.01% | −84−4.7% | Reduced |
| M&T Bank Corp | 1,697 | $785.6K | 0.00% | −517−23.4% | Reduced |
| Norden Group LLC | 1,700 | $787.8K | 0.16% | −129−7.1% | Reduced |
| Park Avenue Securities LLC | 1,710 | $792.0K | 0.01% | −74−4.1% | Reduced |
| Fiduciary Family Office, LLC | 1,711 | $792.6K | 0.31% | −1,147−40.1% | Reduced |
| LVW Advisors, LLC | 1,712 | $793.1K | 0.12% | +179+11.7% | Added |
| Bank of Nova Scotia | 1,715 | $794.5K | 0.00% | −330−16.1% | Reduced |
| Veriti Management LLC | 1,748 | $809.8K | 0.05% | +399+29.6% | Added |
| M&G Plc | 1,774 | $821.4K | 0.00% | +1,774 | New |
| Tower Research Capital LLC (TRC) | 1,784 | $826.4K | 0.01% | +262+17.2% | Added |
| Mayflower Financial Advisors, LLC | 1,827 | $846.3K | 0.14% | +1+0.1% | Added |
| CIBC World Markets Corp | 1,830 | $847.7K | 0.01% | +443+31.9% | Added |
| Vident Advisory, LLC | 1,830 | $847.9K | 0.02% | +987+117.1% | Added |
| Elevated Capital Advisors, LLC | 1,850 | $857.0K | 0.24% | +1,850 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,856 | $859.8K | 0.03% | −5−0.3% | Reduced |
| Bridges Investment Management Inc | 1,887 | $874.1K | 0.01% | +1,887 | New |
| Stock Yards Bank & Trust Co | 1,898 | $879.3K | 0.03% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 1,925 | $892.0K | 0.10% | +122+6.8% | Added |
| Maxi Investments CY Ltd | 1,927 | $893.0K | 0.20% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,955 | $905.8K | 0.01% | +52+2.7% | Added |
| Oak Ridge Investments LLC | 1,962 | $908.9K | 0.09% | +84+4.5% | Added |
| Parsons Capital Management Inc | 1,967 | $911.2K | 0.06% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,975 | $915.0K | 0.04% | +1,975 | New |
| CIBC Asset Management Inc | 1,996 | $924.6K | 0.00% | +6+0.3% | Added |
| Capital Analysts, LLC | 1,996 | $925.0K | 0.04% | 00.0% | Unchanged |
| Wealth Alliance | 1,999 | $926.2K | 0.12% | −248−11.0% | Reduced |
| TrinityPoint Wealth, LLC | 2,009 | $930.5K | 0.15% | +57+2.9% | Added |
| Exchange Traded Concepts, LLC | 2,029 | $939.9K | 0.02% | +1,313+183.4% | Added |
| Northwestern Mutual Wealth Management Co | 2,034 | $942.3K | 0.00% | −5,757−73.9% | Reduced |
| Farther Finance Advisors, LLC | 2,108 | $973.8K | 0.05% | +920+77.4% | Added |
| Crossmark Global Holdings, Inc. | 2,163 | $1.00M | 0.02% | −330−13.2% | Reduced |
| Confluence Wealth Services, Inc. | 2,169 | $1.00M | 0.08% | +120+5.9% | Added |
| Janus Henderson Group PLC | 2,168 | $1.01M | 0.00% | +93+4.5% | Added |
| Cox Capital Mgt LLC | 2,200 | $1.02M | 0.62% | −515−19.0% | Reduced |
| Toroso Investments, LLC | 2,200 | $1.02M | 0.01% | +1,704+343.5% | Added |
| Financial Advisory Service, Inc. | 2,207 | $1.02M | 0.09% | +6+0.3% | Added |
| Allianz Asset Management GmbH | 2,215 | $1.03M | 0.00% | −891−28.7% | Reduced |
| First Commonwealth Financial Corp | 2,225 | $1.03M | 0.27% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 2,267 | $1.05M | 0.12% | +2,267 | New |
| Citizens Financial Group Inc | 2,288 | $1.06M | 0.02% | +2,288 | New |
| Virtu Financial LLC | 2,289 | $1.06M | 0.07% | +2,289 | New |
| MBB Public Markets I LLC | 2,300 | $1.07M | 0.02% | +2,300 | New |
| Atom Investors LP | 2,303 | $1.07M | 0.11% | +2,303 | New |
| Crawford Investment Counsel Inc | 2,313 | $1.07M | 0.02% | +15+0.7% | Added |
| Change Path, LLC | 2,321 | $1.07M | 0.05% | −260−10.1% | Reduced |
| Belpointe Asset Management LLC | 2,343 | $1.09M | 0.08% | +40+1.7% | Added |
| American National Bank | 2,398 | $1.11M | 0.14% | −18−0.7% | Reduced |
| Daiwa Securities Group Inc. | 2,400 | $1.11M | 0.01% | +200+9.1% | Added |
| Ascent Group, LLC | 2,419 | $1.12M | 0.09% | −102−4.0% | Reduced |