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 |
|---|---|---|---|---|---|
| TrinityPoint Wealth, LLC | 2,009 | $930.5K | 0.15% | +57+2.9% | Added |
| Wealth Alliance | 1,999 | $926.2K | 0.12% | −248−11.0% | Reduced |
| Capital Analysts, LLC | 1,996 | $925.0K | 0.04% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 1,996 | $924.6K | 0.00% | +6+0.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,975 | $915.0K | 0.04% | +1,975 | New |
| Parsons Capital Management Inc | 1,967 | $911.2K | 0.06% | 00.0% | Unchanged |
| Oak Ridge Investments LLC | 1,962 | $908.9K | 0.09% | +84+4.5% | Added |
| Steward Partners Investment Advisory, LLC | 1,955 | $905.8K | 0.01% | +52+2.7% | Added |
| Maxi Investments CY Ltd | 1,927 | $893.0K | 0.20% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 1,925 | $892.0K | 0.10% | +122+6.8% | Added |
| Stock Yards Bank & Trust Co | 1,898 | $879.3K | 0.03% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 1,887 | $874.1K | 0.01% | +1,887 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,856 | $859.8K | 0.03% | −5−0.3% | Reduced |
| Elevated Capital Advisors, LLC | 1,850 | $857.0K | 0.24% | +1,850 | New |
| Vident Advisory, LLC | 1,830 | $847.9K | 0.02% | +987+117.1% | Added |
| CIBC World Markets Corp | 1,830 | $847.7K | 0.01% | +443+31.9% | Added |
| Mayflower Financial Advisors, LLC | 1,827 | $846.3K | 0.14% | +1+0.1% | Added |
| Tower Research Capital LLC (TRC) | 1,784 | $826.4K | 0.01% | +262+17.2% | Added |
| M&G Plc | 1,774 | $821.4K | 0.00% | +1,774 | New |
| Veriti Management LLC | 1,748 | $809.8K | 0.05% | +399+29.6% | Added |
| Bank of Nova Scotia | 1,715 | $794.5K | 0.00% | −330−16.1% | Reduced |
| LVW Advisors, LLC | 1,712 | $793.1K | 0.12% | +179+11.7% | Added |
| Fiduciary Family Office, LLC | 1,711 | $792.6K | 0.31% | −1,147−40.1% | Reduced |
| Park Avenue Securities LLC | 1,710 | $792.0K | 0.01% | −74−4.1% | Reduced |
| Norden Group LLC | 1,700 | $787.8K | 0.16% | −129−7.1% | Reduced |
| M&T Bank Corp | 1,697 | $785.6K | 0.00% | −517−23.4% | Reduced |
| Modera Wealth Management, LLC | 1,691 | $783.3K | 0.01% | −84−4.7% | Reduced |
| Diversify Wealth Management, LLC | 1,658 | $764.6K | 0.10% | +1,658 | New |
| E. Ohman J:or Asset Management AB | 1,620 | $750.4K | 0.02% | +320+24.6% | Added |
| Cary Street Partner Investment Advisory LLC | 1,612 | $746.8K | 0.03% | −15−0.9% | Reduced |
| Skye Global Management LP | 1,575 | $729.6K | 0.02% | +1,575 | New |
| David Loasby | 1,494 | $726.1K | 0.07% | +263+21.4% | Added |
| Donaldson Capital Management, LLC | 1,553 | $719.4K | 0.03% | −1,232−44.2% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,543 | $714.8K | 0.05% | −35−2.2% | Reduced |
| ProShare Advisors LLC | 1,509 | $699.0K | 0.00% | −16−1.0% | Reduced |
| Webster Bank, N. A. | 1,493 | $691.6K | 0.08% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 1,486 | $688.0K | 0.95% | −779−34.4% | Reduced |
| Bayesian Capital Management, LP | 1,470 | $681.0K | 0.08% | +1,470 | New |
| Frank, Rimerman Advisors LLC | 1,462 | $677.3K | 0.05% | +1,462 | New |
| Alps Advisors Inc | 1,460 | $676.3K | 0.00% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 1,447 | $670.3K | 0.03% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,440 | $667.1K | 0.04% | +415+40.5% | Added |
| Vontobel Holding Ltd. | 1,440 | $667.1K | 0.00% | +956+197.5% | Added |
| Integrated Wealth Concepts LLC | 1,438 | $666.1K | 0.01% | −190−11.7% | Reduced |
| Thoroughbred Financial Services, LLC | 1,419 | $657.0K | 0.04% | +1,419 | New |
| Parallel Advisors, LLC | 1,416 | $656.1K | 0.02% | −26−1.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,415 | $655.5K | 0.09% | +5+0.4% | Added |
| BHK Investment Advisors, LLC | 1,413 | $654.7K | 0.26% | +58+4.3% | Added |
| Axxcess Wealth Management, LLC | 1,413 | $654.3K | 0.02% | −9−0.6% | Reduced |
| Advocate Group LLC | 1,384 | $641.1K | 0.13% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 1,376 | $637.4K | 0.00% | −12−0.9% | Reduced |
| NBC Securities, Inc. | 1,377 | $637.0K | 0.06% | −277−16.7% | Reduced |
| Verition Fund Management LLC | 1,346 | $623.5K | 0.00% | +440+48.6% | Added |
| Perfromance Wealth Partners, LLC | 1,330 | $616.1K | 0.02% | 00.0% | Unchanged |
| Paloma Partners Management Co | 1,321 | $611.9K | 0.05% | +810+158.5% | Added |
| Atria Wealth Solutions, Inc. | 1,305 | $604.7K | 0.01% | +644+97.4% | Added |
| Aviva PLC | 1,305 | $604.5K | 0.00% | −263−16.8% | Reduced |
| Cranbrook Wealth Management, LLC | 1,304 | $604.1K | 0.15% | +1,304 | New |
| Donoghue Forlines LLC | 1,293 | $599.0K | 0.17% | +98+8.2% | Added |
| Commerce Bank | 1,283 | $594.3K | 0.00% | +5+0.4% | Added |
| 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 |
| First Bank & Trust | 1,263 | $585.1K | 0.12% | −28−2.2% | Reduced |
| Ostrum Asset Management | 1,229 | $569.3K | 0.05% | −95−7.2% | Reduced |
| Johnson Investment Counsel Inc | 1,221 | $565.6K | 0.01% | −15−1.2% | Reduced |
| Moneta Group Investment Advisors LLC | 1,215 | $562.9K | 0.01% | −78−6.0% | Reduced |
| Capstone Investment Advisors, LLC | 1,211 | $561.0K | 0.01% | +1,211 | New |
| Symmetry Partners, LLC | 1,202 | $557.0K | 0.03% | 00.0% | Unchanged |
| Bank of Hawaii | 1,201 | $556.4K | 0.03% | 00.0% | Unchanged |
| nVerses Capital, LLC | 1,200 | $555.9K | 0.33% | +1,200 | New |
| Burney Co | 1,178 | $545.7K | 0.02% | −785−40.0% | Reduced |
| Hilltop Holdings Inc. | 1,177 | $545.2K | 0.06% | −1,568−57.1% | Reduced |
| Omers Administration Corp | 1,173 | $543.4K | 0.01% | +1,173 | New |
| Clearstead Advisors, LLC | 1,168 | $541.1K | 0.01% | +1,134+3,335.3% | Added |
| Avidian Wealth Solutions, LLC | 1,168 | $541.1K | 0.03% | −267−18.6% | Reduced |
| Equitable Trust Co | 1,141 | $528.6K | 0.04% | −342−23.1% | Reduced |
| Icon Wealth Advisors, LLC | 1,075 | $526.3K | 0.05% | +5+0.5% | Added |
| Park National Corp | 1,133 | $524.9K | 0.02% | +1+0.1% | Added |
| Paradigm Financial Partners, LLC | 1,119 | $518.4K | 0.08% | −5−0.4% | Reduced |
| Credit Agricole S A | 1,118 | $517.9K | 0.00% | +1,118 | New |
| Everpar Advisors LLC | 1,099 | $509.1K | 0.25% | +77+7.5% | Added |
| Fifth Third Wealth Advisors LLC | 1,079 | $499.8K | 0.04% | +1,079 | New |
| Golden State Equity Partners | 1,077 | $498.9K | 0.10% | +1,077 | New |
| Evergreen Capital Management LLC | 1,076 | $498.4K | 0.02% | +445+70.5% | Added |
| Seeds Investor LLC | 1,061 | $491.5K | 0.25% | +1,061 | New |
| Park Place Capital Corp | 1,057 | $489.6K | 0.16% | 00.0% | Unchanged |
| Roundview Capital LLC | 1,039 | $481.3K | 0.04% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 1,038 | $480.6K | 0.17% | 00.0% | Unchanged |
| Ieq Capital, LLC | 1,027 | $476.0K | 0.01% | +145+16.4% | Added |
| Ci Investments Inc. | 1,024 | $474.0K | 0.00% | +25+2.5% | Added |
| Valeo Financial Advisors, LLC | 1,019 | $472.0K | 0.01% | +2+0.2% | Added |
| QRG Capital Management, Inc. | 1,018 | $471.6K | 0.01% | +173+20.5% | Added |
| Mattern Capital Management, LLC | 1,004 | $465.1K | 0.06% | +185+22.6% | Added |
| Kestra Private Wealth Services, LLC | 1,000 | $463.3K | 0.01% | +82+8.9% | Added |
| Tompkins Financial Corp | 1,000 | $463.2K | 0.05% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,000 | $463.2K | 0.03% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 991 | $459.1K | 0.03% | 00.0% | Unchanged |
| MJP Associates Inc | 989 | $458.2K | 0.10% | +19+2.0% | Added |
| Fifth Third Bancorp | 985 | $456.3K | 0.00% | −239−19.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 971 | $449.9K | 0.00% | +273+39.1% | Added |