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 |
|---|---|---|---|---|---|
| Empowered Funds, LLC | 4,830 | $2.24M | 0.04% | +179+3.8% | Added |
| Benjamin Edwards Inc | 4,823 | $2.23M | 0.43% | −175−3.5% | Reduced |
| First Hawaiian Bank | 4,819 | $2.23M | 0.08% | −497−9.3% | Reduced |
| Johnson Financial Group, Inc. | 4,792 | $2.22M | 0.11% | +2,936+158.2% | Added |
| Girard Partners Ltd. | 4,558 | $2.11M | 0.20% | −12−0.3% | Reduced |
| Gateway Investment Advisers LLC | 4,553 | $2.11M | 0.02% | +4,553 | New |
| Parallax Volatility Advisers, L.P. | 4,548 | $2.11M | 0.05% | +798+21.3% | Added |
| Avantax Advisory Services, Inc. | 4,411 | $2.04M | 0.01% | +2,722+161.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 4,393 | $2.03M | 0.01% | −598−12.0% | Reduced |
| SYSTM Wealth Solutions LLC | 4,389 | $2.03M | 0.45% | −3,345−43.3% | Reduced |
| Schechter Investment Advisors, LLC | 4,382 | $2.03M | 0.15% | −664−13.2% | Reduced |
| Lee Financial Co | 4,371 | $2.02M | 0.33% | −258−5.6% | Reduced |
| Taylor Frigon Capital Management LLC | 4,370 | $2.02M | 0.96% | −313−6.7% | Reduced |
| Gilder Gagnon Howe & Co LLC | 4,256 | $1.97M | 0.02% | +18+0.4% | Added |
| Raymond James Trust N.A. | 4,254 | $1.97M | 0.05% | −217−4.9% | Reduced |
| Zurich Insurance Group Ltd | 4,100 | $1.90M | 0.02% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 4,059 | $1.88M | 0.01% | +73+1.8% | Added |
| Birch Capital Management, LLC | 4,038 | $1.87M | 0.97% | −14−0.3% | Reduced |
| Impax Asset Management Group plc | 4,021 | $1.86M | 0.01% | −1,072−21.0% | Reduced |
| Retireful, LLC | 3,990 | $1.85M | 0.87% | +3,990 | New |
| EverSource Wealth Advisors, LLC | 3,709 | $1.82M | 0.12% | +335+9.9% | Added |
| Quantinno Capital Management LP | 3,905 | $1.81M | 0.03% | +459+13.3% | Added |
| Prudential Financial Inc | 3,888 | $1.80M | 0.00% | −517−11.7% | Reduced |
| RFG Advisory, LLC | 3,739 | $1.73M | 0.06% | −229−5.8% | Reduced |
| Capital Investment Advisory Services, LLC | 3,735 | $1.73M | 0.18% | +250+7.2% | Added |
| Mercer Global Advisors Inc | 3,668 | $1.70M | 0.00% | −5−0.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,663 | $1.70M | 0.01% | −190−4.9% | Reduced |
| Public Employees Retirement Association of Colorado | 3,650 | $1.69M | 0.01% | −131−3.5% | Reduced |
| Trueblood Wealth Management, LLC | 3,642 | $1.69M | 0.95% | +39+1.1% | Added |
| Access Financial Services, Inc. | 3,634 | $1.68M | 0.77% | −8−0.2% | Reduced |
| Brown Advisory Inc | 3,623 | $1.68M | 0.00% | +35+1.0% | Added |
| STRS Ohio | 3,570 | $1.65M | 0.01% | −322−8.3% | Reduced |
| Umb Bank N A | 3,511 | $1.63M | 0.03% | −90−2.5% | Reduced |
| JustInvest LLC | 3,499 | $1.62M | 0.03% | +648+22.7% | Added |
| Prime Capital Investment Advisors, LLC | 3,488 | $1.62M | 0.02% | +797+29.6% | Added |
| State of Alaska, Department of Revenue | 3,477 | $1.61M | 0.02% | +80+2.4% | Added |
| Two Sigma Advisers, LP | 3,300 | $1.53M | 0.00% | −700−17.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,298 | $1.53M | 0.07% | −1,357−29.2% | Reduced |
| Chicago Trust Co NA | 3,252 | $1.51M | 0.31% | +112+3.6% | Added |
| Alpha Omega Wealth Management LLC | 3,238 | $1.50M | 0.29% | −460−12.4% | Reduced |
| Toronto Dominion Bank | 3,220 | $1.49M | 0.00% | −18−0.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,196 | $1.48M | 0.02% | +743+30.3% | Added |
| Landscape Capital Management, L.L.C. | 3,190 | $1.48M | 0.12% | +3,190 | New |
| Ethic Inc. | 3,182 | $1.47M | 0.03% | +10+0.3% | Added |
| Procyon Private Wealth Partners, LLC | 3,152 | $1.46M | 0.11% | −49−1.5% | Reduced |
| Concurrent Investment Advisors, LLC | 3,125 | $1.45M | 0.05% | −141−4.3% | Reduced |
| FORA Capital, LLC | 3,093 | $1.43M | 0.17% | +3,093 | New |
| Federated Hermes, Inc. | 3,079 | $1.43M | 0.00% | −13−0.4% | Reduced |
| Americana Partners, LLC | 3,055 | $1.42M | 0.11% | +138+4.7% | Added |
| Lake Street Advisors Group, LLC | 3,006 | $1.39M | 0.07% | 00.0% | Unchanged |
| Annandale Capital, LLC | 3,006 | $1.39M | 0.29% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 2,984 | $1.39M | 0.12% | +2,984 | New |
| J. W. Coons Advisors, LLC | 2,979 | $1.38M | 0.33% | +65+2.2% | Added |
| MML Investors Services, LLC | 2,962 | $1.37M | 0.01% | −513−14.8% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 2,955 | $1.37M | 0.35% | −1,328−31.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,904 | $1.35M | 0.01% | +1,271+77.8% | Added |
| Saturna Capital CORP | 2,890 | $1.34M | 0.02% | −333−10.3% | Reduced |
| Beacon Pointe Advisors, LLC | 2,868 | $1.33M | 0.02% | −286−9.1% | Reduced |
| Advisor OS, LLC | 2,863 | $1.33M | 0.15% | −39−1.3% | Reduced |
| Portside Wealth Group, LLC | 2,821 | $1.31M | 0.25% | −112−3.8% | Reduced |
| Andra AP-fonden | 2,800 | $1.30M | 0.02% | −14,500−83.8% | Reduced |
| APG Asset Management N.V. | 3,000 | $1.30M | 0.00% | +2,400+400.0% | Added |
| Bellwether Advisors, LLC | 2,789 | $1.29M | 0.27% | +2,789 | New |
| National Asset Management, Inc. | 2,785 | $1.29M | 0.03% | −536−16.1% | Reduced |
| Gulf International Bank (UK) Ltd | 2,758 | $1.28M | 0.03% | −120−4.2% | Reduced |
| Tredje AP-fonden | 2,728 | $1.26M | 0.01% | −44−1.6% | Reduced |
| Mirabaud Asset Management Ltd | 2,710 | $1.26M | 0.58% | −399−12.8% | Reduced |
| Harvey Investment Co LLC | 2,685 | $1.24M | 0.15% | −30−1.1% | Reduced |
| Centennial Bank | 2,627 | $1.22M | 0.60% | −11−0.4% | Reduced |
| Maryland State Retirement & Pension System | 2,605 | $1.21M | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 2,602 | $1.21M | 0.02% | +1,724+196.4% | Added |
| Knollwood Investment Advisory, LLC | 2,597 | $1.20M | 0.13% | +1,967+312.2% | Added |
| TrimTabs Asset Management, LLC | 2,589 | $1.20M | 0.30% | +2,589 | New |
| GWM Advisors LLC | 2,573 | $1.19M | 0.01% | −222−7.9% | Reduced |
| Securian Asset Management, Inc | 2,572 | $1.19M | 0.03% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2,500 | $1.16M | 0.12% | −40−1.6% | Reduced |
| Lindenwold Advisors | 2,481 | $1.15M | 0.61% | −63−2.5% | Reduced |
| Bokf, NA | 2,445 | $1.13M | 0.02% | −43−1.7% | Reduced |
| Ascent Group, LLC | 2,419 | $1.12M | 0.09% | −102−4.0% | Reduced |
| Daiwa Securities Group Inc. | 2,400 | $1.11M | 0.01% | +200+9.1% | Added |
| American National Bank | 2,398 | $1.11M | 0.14% | −18−0.7% | Reduced |
| Belpointe Asset Management LLC | 2,343 | $1.09M | 0.08% | +40+1.7% | Added |
| Change Path, LLC | 2,321 | $1.07M | 0.05% | −260−10.1% | Reduced |
| Crawford Investment Counsel Inc | 2,313 | $1.07M | 0.02% | +15+0.7% | Added |
| Atom Investors LP | 2,303 | $1.07M | 0.11% | +2,303 | New |
| MBB Public Markets I LLC | 2,300 | $1.07M | 0.02% | +2,300 | New |
| Virtu Financial LLC | 2,289 | $1.06M | 0.07% | +2,289 | New |
| Citizens Financial Group Inc | 2,288 | $1.06M | 0.02% | +2,288 | New |
| Dynamic Technology Lab Private Ltd | 2,267 | $1.05M | 0.12% | +2,267 | New |
| First Commonwealth Financial Corp | 2,225 | $1.03M | 0.27% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 2,215 | $1.03M | 0.00% | −891−28.7% | Reduced |
| Financial Advisory Service, Inc. | 2,207 | $1.02M | 0.09% | +6+0.3% | 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 |
| Janus Henderson Group PLC | 2,168 | $1.01M | 0.00% | +93+4.5% | Added |
| Confluence Wealth Services, Inc. | 2,169 | $1.00M | 0.08% | +120+5.9% | Added |
| Crossmark Global Holdings, Inc. | 2,163 | $1.00M | 0.02% | −330−13.2% | Reduced |
| Farther Finance Advisors, LLC | 2,108 | $973.8K | 0.05% | +920+77.4% | Added |
| Northwestern Mutual Wealth Management Co | 2,034 | $942.3K | 0.00% | −5,757−73.9% | Reduced |
| Exchange Traded Concepts, LLC | 2,029 | $939.9K | 0.02% | +1,313+183.4% | Added |