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 |
|---|---|---|---|---|---|
| Ellevest, Inc. | 959 | $444.2K | 0.03% | +45+4.9% | 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 |
| Flputnam Investment Management Co | 947 | $438.5K | 0.01% | +467+97.3% | Added |
| Congress Wealth Management LLC | 942 | $436.8K | 0.01% | +4+0.4% | Added |
| Phillips Wealth Planners LLC | 897 | $435.9K | 0.46% | −152−14.5% | Reduced |
| Tudor Investment Corp Et Al | 940 | $435.4K | 0.00% | +940 | New |
| CWM, LLC | 928 | $430.0K | 0.00% | −29−3.0% | Reduced |
| Profund Advisors LLC | 928 | $429.9K | 0.02% | −310−25.0% | Reduced |
| Lido Advisors, LLC | 925 | $428.6K | 0.00% | +103+12.5% | Added |
| Prospera Financial Services Inc | 917 | $425.3K | 0.01% | −17−1.8% | Reduced |
| Fiduciary Financial Group, LLC | 811 | $421.6K | 0.10% | +811 | New |
| Sound View Wealth Advisors Group, LLC | 899 | $416.5K | 0.04% | −32−3.4% | Reduced |
| Pinebridge Investments, L.P. | 892 | $413.2K | 0.00% | −27−2.9% | Reduced |
| Arete Wealth Advisors, LLC | 887 | $411.0K | 0.03% | +887 | New |
| Pine Valley Investments Ltd Liability Co | 868 | $402.1K | 0.03% | −486−35.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 864 | $400.2K | 0.12% | +864 | New |
| Dakota Wealth Management | 850 | $393.8K | 0.01% | −6,609−88.6% | Reduced |
| Ensemble Capital Management, LLC | 845 | $391.4K | 0.03% | −695−45.1% | Reduced |
| Stephens Inc | 844 | $391.0K | 0.01% | −6−0.7% | Reduced |
| Intrust Bank NA | 844 | $391.0K | 0.04% | +46+5.8% | Added |
| Greenleaf Trust | 838 | $388.2K | 0.00% | −1,316−61.1% | Reduced |
| Huntington National Bank | 833 | $385.9K | 0.00% | +51+6.5% | Added |
| Cynosure Management, LLC | 819 | $379.4K | 0.06% | +2+0.2% | Added |
| Haverford Trust Co | 810 | $375.2K | 0.00% | +38+4.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 809 | $375.0K | 0.01% | −1,167−59.1% | Reduced |
| Compass Ion Advisors, LLC | 868 | $374.8K | 0.05% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 808 | $374.1K | 0.63% | −280−25.7% | Reduced |
| Acadian Asset Management LLC | 807 | $372.0K | 0.00% | +807 | New |
| UniSuper Management Pty Ltd | 800 | $370.6K | 0.00% | +300+60.0% | Added |
| 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 |
| Rafferty Asset Management, LLC | 792 | $366.9K | 0.00% | +792 | New |
| JTC Employer Solutions Trusteee Ltd | 780 | $362.0K | 0.02% | 00.0% | Unchanged |
| TrueMark Investments, LLC | 774 | $358.5K | 0.12% | +774 | New |
| Intrepid Capital Management Inc | 773 | $358.1K | 0.23% | −3,348−81.2% | Reduced |
| ICW Investment Advisors LLC | 773 | $357.9K | 0.16% | −15−1.9% | Reduced |
| Semanteon Capital Management, LP | 765 | $354.4K | 0.25% | −2,278−74.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 762 | $353.0K | 0.02% | −23−2.9% | Reduced |
| Heartwood Wealth Advisors LLC | 761 | $352.5K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 756 | $350.2K | 0.02% | −23−3.0% | Reduced |
| Venturi Wealth Management, LLC | 749 | $347.0K | 0.02% | +663+770.9% | Added |
| Mutual Advisors, LLC | 678 | $341.5K | 0.01% | −5−0.7% | Reduced |
| Centennial Wealth Advisory LLC | 722 | $334.6K | 0.14% | −270−27.2% | Reduced |
| Taylor Hoffman Wealth Management | 724 | $334.5K | 0.14% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 717 | $332.1K | 0.01% | +717 | New |
| Jag Capital Management, LLC | 710 | $328.9K | 0.05% | −4−0.6% | Reduced |
| Apollon Wealth Management, LLC | 709 | $328.6K | 0.01% | +81+12.9% | Added |
| Investment Management Corp of Ontario | 701 | $324.7K | 0.01% | +200+39.9% | Added |
| Diversify Advisory Services, LLC | 678 | $323.2K | 0.02% | −1,216−64.2% | Reduced |
| Eagle Global Advisors LLC | 693 | $320.8K | 0.02% | +5+0.7% | Added |
| Checchi Capital Advisers, LLC | 692 | $320.6K | 0.03% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 690 | $319.6K | 0.10% | +216+45.6% | Added |
| Simon Quick Advisors, LLC | 685 | $317.4K | 0.02% | +61+9.8% | Added |
| Platform Technology Partners | 685 | $317.3K | 0.11% | +685 | New |
| Woodstock Corp | 675 | $312.7K | 0.03% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 672 | $310.3K | 0.01% | +672 | New |
| Alpha DNA Investment Management LLC | 667 | $309.0K | 0.18% | +147+28.3% | Added |
| Waterloo Capital, L.P. | 665 | $308.1K | 0.04% | +665 | New |
| Assenagon Asset Management S.A. | 664 | $307.6K | 0.00% | +131+24.6% | Added |
| Thrive Wealth Management, LLC | 663 | $307.1K | 0.06% | +62+10.3% | Added |
| Teacher Retirement System of Texas | 660 | $306.0K | 0.00% | −201−23.3% | Reduced |
| Signaturefd, LLC | 655 | $303.5K | 0.01% | +98+17.6% | Added |
| Insigneo Advisory Services, LLC | 658 | $303.5K | 0.03% | +16+2.5% | Added |
| 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 |
| Modern Wealth Management, LLC | 627 | $290.6K | 0.02% | +627 | New |
| Napatree Capital LLC | 626 | $290.0K | 0.24% | +73+13.2% | Added |
| Swiss Life Asset Management Ltd | 623 | $288.6K | 0.00% | −208−25.0% | Reduced |
| Abn Amro Investment Solutions | 622 | $288.1K | 0.01% | +622 | New |
| Lake Street Financial LLC | 621 | $287.7K | 0.04% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 621 | $287.7K | 0.04% | +621 | New |
| Univest Financial Corp | 619 | $286.7K | 0.08% | −40−6.1% | Reduced |
| Fulcrum Capital LLC | 619 | $286.7K | 0.07% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 613 | $284.0K | 0.01% | +613 | New |
| 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 |
| Blue Barn Wealth, LLC | 605 | $280.3K | 0.16% | +62+11.4% | Added |
| Prio Wealth Limited Partnership | 602 | $278.9K | 0.01% | 00.0% | Unchanged |
| Boit C F David | 600 | $277.9K | 0.14% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 600 | $277.9K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 597 | $276.6K | 0.05% | +255+74.6% | Added |
| Savant Capital, LLC | 590 | $273.3K | 0.00% | −17−2.8% | Reduced |
| IFP Advisors, Inc | 589 | $272.6K | 0.01% | −173−22.7% | Reduced |
| Waldron Private Wealth LLC | 587 | $271.9K | 0.01% | +6+1.0% | Added |
| Csenge Advisory Group | 583 | $270.0K | 0.02% | +16+2.8% | Added |
| Advisory Services Network, LLC | 583 | $269.8K | 0.01% | −56−8.8% | Reduced |
| Nomura Holdings Inc | 581 | $269.1K | 0.00% | +581 | New |
| Legacy Trust | 580 | $268.7K | 0.07% | 00.0% | Unchanged |
| Assetmark, Inc | 575 | $266.4K | 0.00% | −45−7.3% | Reduced |
| Crestwood Advisors Group LLC | 565 | $261.6K | 0.01% | +565 | New |
| Eqis Capital Management, Inc. | 562 | $260.6K | 0.02% | −263−31.9% | Reduced |
| Parkside Financial Bank & Trust | 560 | $259.2K | 0.04% | +34+6.5% | Added |
| Quadrant Capital Group LLC | 559 | $259.0K | 0.02% | +51+10.0% | Added |
| Tradition Wealth Management, LLC | 559 | $258.7K | 0.03% | +4+0.7% | Added |
| Aureus Asset Management, LLC | 551 | $255.2K | 0.02% | 00.0% | Unchanged |
| Prospect Financial Services LLC | 550 | $254.8K | 0.20% | +5+0.9% | Added |
| Autumn Glory Partners, LLC | 548 | $253.9K | 0.13% | −262−32.3% | Reduced |
| National Bank of Canada | 549 | $253.8K | 0.00% | +402+273.5% | Added |
| Sequoia Financial Advisors, LLC | 548 | $253.8K | 0.00% | +70+14.6% | Added |