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 |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 544 | $252.0K | 0.01% | +3+0.6% | Added |
| Arkadios Wealth Advisors | 539 | $249.7K | 0.02% | +6+1.1% | Added |
| Northside Capital Management, LLC | 528 | $244.8K | 0.04% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 525 | $244.0K | 0.01% | +525 | New |
| Beaumont Financial Advisors, LLC | 526 | $243.7K | 0.02% | 00.0% | Unchanged |
| Holocene Advisors, LP | 523 | $242.3K | 0.00% | −26,577−98.1% | Reduced |
| HighPoint Advisor Group LLC | 502 | $242.0K | 0.01% | −10−2.0% | Reduced |
| Cordatus Wealth Management LLC | 516 | $239.0K | 0.09% | +516 | New |
| LRI Investments, LLC | 507 | $234.7K | 0.03% | +491+3,068.8% | Added |
| Forum Financial Management, LP | 503 | $233.0K | 0.00% | +1+0.2% | Added |
| Campbell Capital Management Inc | 500 | $231.6K | 0.10% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 500 | $231.6K | 0.03% | 00.0% | Unchanged |
| Synovus Financial Corp | 499 | $231.2K | 0.00% | +6+1.2% | Added |
| Jefferies Financial Group Inc. | 495 | $229.3K | 0.00% | +495 | New |
| River Wealth Advisors LLC | 492 | $227.9K | 0.03% | −55−10.1% | Reduced |
| Tritonpoint Wealth, LLC | 492 | $227.9K | 0.02% | −121−19.7% | Reduced |
| Breakwater Capital Group | 491 | $227.5K | 0.05% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 488 | $225.4K | 0.03% | −181−27.1% | Reduced |
| Tower Wealth Partners, Inc. | 483 | $223.7K | 0.14% | 00.0% | Unchanged |
| Prudential PLC | 477 | $221.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 476 | $220.5K | 0.02% | −2−0.4% | Reduced |
| First Horizon Advisors, Inc. | 474 | $219.6K | 0.01% | +36+8.2% | Added |
| Atomi Financial Group, Inc. | 473 | $219.1K | 0.02% | +473 | New |
| Baker Tilly Wealth Management, LLC | 470 | $217.7K | 0.09% | −642−57.7% | Reduced |
| Rakuten Investment Management, Inc. | 467 | $215.7K | 0.00% | +174+59.4% | Added |
| Oarsman Capital, Inc. | 453 | $209.8K | 0.05% | +453 | New |
| Trinity Financial Advisors LLC | 452 | $209.3K | 0.09% | +452 | New |
| Wealthfront Advisers LLC | 443 | $205.2K | 0.00% | −26−5.5% | Reduced |
| Glenmede Trust Co NA | 443 | $205.2K | 0.00% | +443 | New |
| ISAM Funds (UK) Ltd | 443 | $205.2K | 0.15% | +443 | New |
| United Capital Financial Advisers, LLC | 442 | $204.6K | 0.00% | +442 | New |
| SageView Advisory Group, LLC | 441 | $204.5K | 0.01% | +441 | New |
| Dark Forest Capital Management LP | 440 | $203.8K | 0.04% | +440 | New |
| Fundamentun, LLC | 439 | $203.4K | 0.02% | +439 | New |
| Summit Financial, LLC | 435 | $201.5K | 0.01% | +435 | New |
| Covestor Ltd | 433 | $201.0K | 0.13% | −148−25.5% | Reduced |
| Rodgers Brothers Inc. | 433 | $200.6K | 0.03% | +433 | New |
| Financial Network Wealth Advisors LLC | 402 | $186.2K | 0.14% | +402 | New |
| Colonial Trust Co | 388 | $179.7K | 0.03% | −25−6.1% | Reduced |
| RFP Financial Group LLC | 386 | $178.8K | 0.07% | +46+13.5% | Added |
| Geneos Wealth Management Inc. | 381 | $176.3K | 0.01% | +8+2.1% | Added |
| Jones Financial Companies LLLP | 369 | $170.9K | 0.00% | +238+181.7% | Added |
| Central Trust Co | 365 | $169.1K | 0.00% | +35+10.6% | Added |
| Hilltop National Bank | 363 | $168.2K | 0.05% | +2+0.6% | Added |
| GAMMA Investing LLC | 358 | $165.8K | 0.02% | +100+38.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 351 | $162.6K | 0.00% | +351 | New |
| Eagle Bay Advisors LLC | 337 | $155.9K | 0.09% | −6−1.7% | Reduced |
| Allworth Financial LP | 305 | $150.8K | 0.00% | −13−4.1% | Reduced |
| Principal Securities, Inc. | 310 | $143.6K | 0.00% | −52−14.4% | Reduced |
| Evermay Wealth Management LLC | 305 | $141.3K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 301 | $139.4K | 0.01% | +1+0.3% | Added |
| Y.D. More Investments Ltd | 300 | $139.0K | 0.01% | +20+7.1% | Added |
| Godsey & Gibb Associates | 286 | $132.5K | 0.01% | +286 | New |
| Mather Group, LLC. | 293 | $126.6K | 0.00% | +27+10.2% | Added |
| GeoWealth Management, LLC | 261 | $120.9K | 0.01% | +261 | New |
| Gradient Investments LLC | 234 | $108.5K | 0.00% | +234 | New |
| Cedar Wealth Management, LLC | 230 | $106.5K | 0.03% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 229 | $106.1K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 225 | $104.2K | 0.08% | −20−8.2% | Reduced |
| HM Payson & Co | 224 | $103.8K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 222 | $102.8K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 216 | $100.1K | 0.03% | +21+10.8% | Added |
| Mascoma Wealth Management LLC | 210 | $97.3K | 0.03% | +210 | New |
| Ronald Blue Trust, Inc. | 220 | $95.0K | 0.00% | +102+86.4% | Added |
| Whittier Trust Co | 198 | $91.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 198 | $91.7K | 0.00% | +111+127.6% | Added |
| Private Trust Co NA | 185 | $85.7K | 0.01% | −7−3.6% | Reduced |
| LGT Financial Advisors LLC | 173 | $80.0K | 0.17% | −350−66.9% | Reduced |
| JJJ Advisors Inc. | 163 | $75.5K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 145 | $67.2K | 0.01% | +135+1,350.0% | Added |
| Resources Management Corp | 140 | $65.0K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 132 | $61.1K | 0.00% | +132 | New |
| Global Retirement Partners, LLC | 122 | $56.5K | 0.00% | +62+103.3% | Added |
| Fred Alger Management, LLC | 116 | $53.7K | 0.00% | −5,315−97.9% | Reduced |
| Ransom Advisory, Ltd | 108 | $50.0K | 0.03% | +108 | New |
| Strategic Financial Concepts, LLC | 23,543 | $49.0K | 0.00% | +23,543 | New |
| SRS Capital Advisors, Inc. | 105 | $48.8K | 0.00% | +20+23.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $46.3K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 100 | $46.3K | 0.00% | +100 | New |
| Lindbrook Capital, LLC | 99 | $45.9K | 0.00% | +17+20.7% | Added |
| Opal Wealth Advisors, LLC | 96 | $44.5K | 0.01% | −11−10.3% | Reduced |
| Harbour Investments, Inc. | 94 | $43.5K | 0.00% | −4−4.1% | Reduced |
| MCF Advisors LLC | 90 | $41.7K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 90 | $41.7K | 0.01% | +7+8.4% | Added |
| Rise Advisors, LLC | 89 | $41.0K | 0.02% | +1+1.1% | Added |
| GoalVest Advisory LLC | 84 | $38.9K | 0.01% | −20−19.2% | Reduced |
| Tortoise Investment Management, LLC | 74 | $34.3K | 0.00% | +32+76.2% | Added |
| Massmutual Trust Co FSB | 72 | $33.4K | 0.00% | +4+5.9% | Added |
| Armstrong Advisory Group, Inc | 65 | $30.1K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 63 | $29.2K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 60 | $28.0K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 60 | $27.8K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 59 | $27.0K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 58 | $26.9K | 0.00% | −190−76.6% | Reduced |
| Quarry LP | 57 | $26.4K | 0.01% | +57 | New |
| Wetzel Investment Advisors, Inc. | 59 | $25.5K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 55 | $25.5K | 0.01% | −27−32.9% | Reduced |
| Smartleaf Asset Management LLC | 55 | $25.4K | 0.00% | −56−50.5% | Reduced |
| Bessemer Group Inc | 53 | $24.0K | 0.00% | −149−73.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 50 | $23.2K | 0.00% | 00.0% | Unchanged |