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 |
|---|---|---|---|---|---|
| Bokf, NA | 2,445 | $1.13M | 0.02% | −43−1.7% | Reduced |
| Lindenwold Advisors | 2,481 | $1.15M | 0.61% | −63−2.5% | Reduced |
| Charter Oak Capital Management, LLC | 2,500 | $1.16M | 0.12% | −40−1.6% | Reduced |
| Securian Asset Management, Inc | 2,572 | $1.19M | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,573 | $1.19M | 0.01% | −222−7.9% | Reduced |
| TrimTabs Asset Management, LLC | 2,589 | $1.20M | 0.30% | +2,589 | New |
| Knollwood Investment Advisory, LLC | 2,597 | $1.20M | 0.13% | +1,967+312.2% | Added |
| Walleye Trading LLC | 2,602 | $1.21M | 0.02% | +1,724+196.4% | Added |
| Maryland State Retirement & Pension System | 2,605 | $1.21M | 0.02% | 00.0% | Unchanged |
| Centennial Bank | 2,627 | $1.22M | 0.60% | −11−0.4% | Reduced |
| Harvey Investment Co LLC | 2,685 | $1.24M | 0.15% | −30−1.1% | Reduced |
| Mirabaud Asset Management Ltd | 2,710 | $1.26M | 0.58% | −399−12.8% | Reduced |
| Tredje AP-fonden | 2,728 | $1.26M | 0.01% | −44−1.6% | Reduced |
| Gulf International Bank (UK) Ltd | 2,758 | $1.28M | 0.03% | −120−4.2% | Reduced |
| National Asset Management, Inc. | 2,785 | $1.29M | 0.03% | −536−16.1% | Reduced |
| Bellwether Advisors, LLC | 2,789 | $1.29M | 0.27% | +2,789 | New |
| APG Asset Management N.V. | 3,000 | $1.30M | 0.00% | +2,400+400.0% | Added |
| Andra AP-fonden | 2,800 | $1.30M | 0.02% | −14,500−83.8% | Reduced |
| Portside Wealth Group, LLC | 2,821 | $1.31M | 0.25% | −112−3.8% | Reduced |
| Advisor OS, LLC | 2,863 | $1.33M | 0.15% | −39−1.3% | Reduced |
| Beacon Pointe Advisors, LLC | 2,868 | $1.33M | 0.02% | −286−9.1% | Reduced |
| Saturna Capital CORP | 2,890 | $1.34M | 0.02% | −333−10.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,904 | $1.35M | 0.01% | +1,271+77.8% | Added |
| B.O.S.S. Retirement Advisors, LLC | 2,955 | $1.37M | 0.35% | −1,328−31.0% | Reduced |
| MML Investors Services, LLC | 2,962 | $1.37M | 0.01% | −513−14.8% | Reduced |
| J. W. Coons Advisors, LLC | 2,979 | $1.38M | 0.33% | +65+2.2% | Added |
| Redwood Investment Management, LLC | 2,984 | $1.39M | 0.12% | +2,984 | New |
| Annandale Capital, LLC | 3,006 | $1.39M | 0.29% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 3,006 | $1.39M | 0.07% | 00.0% | Unchanged |
| Americana Partners, LLC | 3,055 | $1.42M | 0.11% | +138+4.7% | Added |
| Federated Hermes, Inc. | 3,079 | $1.43M | 0.00% | −13−0.4% | Reduced |
| FORA Capital, LLC | 3,093 | $1.43M | 0.17% | +3,093 | New |
| Concurrent Investment Advisors, LLC | 3,125 | $1.45M | 0.05% | −141−4.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,152 | $1.46M | 0.11% | −49−1.5% | Reduced |
| Ethic Inc. | 3,182 | $1.47M | 0.03% | +10+0.3% | Added |
| Landscape Capital Management, L.L.C. | 3,190 | $1.48M | 0.12% | +3,190 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,196 | $1.48M | 0.02% | +743+30.3% | Added |
| Toronto Dominion Bank | 3,220 | $1.49M | 0.00% | −18−0.6% | Reduced |
| Alpha Omega Wealth Management LLC | 3,238 | $1.50M | 0.29% | −460−12.4% | Reduced |
| Chicago Trust Co NA | 3,252 | $1.51M | 0.31% | +112+3.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,298 | $1.53M | 0.07% | −1,357−29.2% | Reduced |
| Two Sigma Advisers, LP | 3,300 | $1.53M | 0.00% | −700−17.5% | Reduced |
| State of Alaska, Department of Revenue | 3,477 | $1.61M | 0.02% | +80+2.4% | Added |
| Prime Capital Investment Advisors, LLC | 3,488 | $1.62M | 0.02% | +797+29.6% | Added |
| JustInvest LLC | 3,499 | $1.62M | 0.03% | +648+22.7% | Added |
| Umb Bank N A | 3,511 | $1.63M | 0.03% | −90−2.5% | Reduced |
| STRS Ohio | 3,570 | $1.65M | 0.01% | −322−8.3% | Reduced |
| Brown Advisory Inc | 3,623 | $1.68M | 0.00% | +35+1.0% | Added |
| Access Financial Services, Inc. | 3,634 | $1.68M | 0.77% | −8−0.2% | Reduced |
| Trueblood Wealth Management, LLC | 3,642 | $1.69M | 0.95% | +39+1.1% | Added |
| Public Employees Retirement Association of Colorado | 3,650 | $1.69M | 0.01% | −131−3.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,663 | $1.70M | 0.01% | −190−4.9% | Reduced |
| Mercer Global Advisors Inc | 3,668 | $1.70M | 0.00% | −5−0.1% | Reduced |
| Capital Investment Advisory Services, LLC | 3,735 | $1.73M | 0.18% | +250+7.2% | Added |
| RFG Advisory, LLC | 3,739 | $1.73M | 0.06% | −229−5.8% | Reduced |
| Prudential Financial Inc | 3,888 | $1.80M | 0.00% | −517−11.7% | Reduced |
| Quantinno Capital Management LP | 3,905 | $1.81M | 0.03% | +459+13.3% | Added |
| EverSource Wealth Advisors, LLC | 3,709 | $1.82M | 0.12% | +335+9.9% | Added |
| Retireful, LLC | 3,990 | $1.85M | 0.87% | +3,990 | New |
| Impax Asset Management Group plc | 4,021 | $1.86M | 0.01% | −1,072−21.0% | Reduced |
| Birch Capital Management, LLC | 4,038 | $1.87M | 0.97% | −14−0.3% | Reduced |
| Nissay Asset Management Corp | 4,059 | $1.88M | 0.01% | +73+1.8% | Added |
| Zurich Insurance Group Ltd | 4,100 | $1.90M | 0.02% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 4,254 | $1.97M | 0.05% | −217−4.9% | Reduced |
| Gilder Gagnon Howe & Co LLC | 4,256 | $1.97M | 0.02% | +18+0.4% | Added |
| Taylor Frigon Capital Management LLC | 4,370 | $2.02M | 0.96% | −313−6.7% | Reduced |
| Lee Financial Co | 4,371 | $2.02M | 0.33% | −258−5.6% | Reduced |
| Schechter Investment Advisors, LLC | 4,382 | $2.03M | 0.15% | −664−13.2% | Reduced |
| SYSTM Wealth Solutions LLC | 4,389 | $2.03M | 0.45% | −3,345−43.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,393 | $2.03M | 0.01% | −598−12.0% | Reduced |
| Avantax Advisory Services, Inc. | 4,411 | $2.04M | 0.01% | +2,722+161.2% | Added |
| Parallax Volatility Advisers, L.P. | 4,548 | $2.11M | 0.05% | +798+21.3% | Added |
| Gateway Investment Advisers LLC | 4,553 | $2.11M | 0.02% | +4,553 | New |
| Girard Partners Ltd. | 4,558 | $2.11M | 0.20% | −12−0.3% | Reduced |
| Johnson Financial Group, Inc. | 4,792 | $2.22M | 0.11% | +2,936+158.2% | Added |
| First Hawaiian Bank | 4,819 | $2.23M | 0.08% | −497−9.3% | Reduced |
| Benjamin Edwards Inc | 4,823 | $2.23M | 0.43% | −175−3.5% | Reduced |
| Empowered Funds, LLC | 4,830 | $2.24M | 0.04% | +179+3.8% | Added |
| Creative Planning | 4,841 | $2.24M | 0.00% | +409+9.2% | Added |
| Level Four Advisory Services, LLC | 4,933 | $2.29M | 0.10% | +4,933 | New |
| Barbara Oil Co. | 5,000 | $2.32M | 1.01% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 5,066 | $2.35M | 0.01% | +1,643+48.0% | Added |
| TD Private Client Wealth LLC | 5,115 | $2.37M | 0.07% | −108−2.1% | Reduced |
| Xponance, Inc. | 5,128 | $2.38M | 0.02% | −1,035−16.8% | Reduced |
| Advisory Research Inc | 5,146 | $2.38M | 0.45% | −17,725−77.5% | Reduced |
| Coldstream Capital Management Inc | 5,249 | $2.43M | 0.06% | +93+1.8% | Added |
| Ontario Teachers Pension Plan Board | 5,253 | $2.43M | 0.02% | +5,253 | New |
| Obermeyer Wood Investment Counsel, LLLP | 5,353 | $2.48M | 0.14% | +5,353 | New |
| Susquehanna International Group, LLP | 5,470 | $2.53M | 0.00% | −15,375−73.8% | Reduced |
| Mariner, LLC | 5,471 | $2.53M | 0.00% | +79+1.5% | Added |
| Employees Retirement System of Texas | 5,574 | $2.58M | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 5,596 | $2.59M | 0.01% | −5,139−47.9% | Reduced |
| Voloridge Investment Management, LLC | 5,616 | $2.60M | 0.01% | −29,801−84.1% | Reduced |
| Jump Financial, LLC | 5,627 | $2.61M | 0.05% | −7,731−57.9% | Reduced |
| Teza Capital Management LLC | 5,656 | $2.62M | 0.32% | +2,814+99.0% | Added |
| TD Asset Management Inc | 5,739 | $2.66M | 0.00% | +11+0.2% | Added |
| Utah Retirement Systems | 5,769 | $2.67M | 0.03% | +28+0.5% | Added |
| Argent Trust Co | 5,806 | $2.69M | 0.12% | +97+1.7% | Added |
| Mackenzie Financial Corp | 5,862 | $2.72M | 0.00% | −35−0.6% | Reduced |
| CIBC World Markets Inc. | 5,892 | $2.73M | 0.01% | +300+5.4% | Added |