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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2024: 778 institutions
Q1 2021: 464 institutionsQ2 2021: 475 institutionsQ3 2021: 478 institutionsQ4 2021: 521 institutionsQ1 2022: 495 institutionsQ2 2022: 516 institutionsQ3 2022: 538 institutionsQ4 2022: 568 institutionsQ1 2023: 615 institutionsQ2 2023: 677 institutionsQ3 2023: 683 institutionsQ4 2023: 727 institutionsQ1 2024: 746 institutionsQ2 2024: 778 institutionsQ3 2024: 789 institutionsQ4 2024: 822 institutionsQ1 2025: 840 institutionsQ2 2025: 807 institutionsQ3 2025: 780 institutionsQ4 2025: 768 institutionsQ1 2026: 772 institutionsQ2 2026: 787 institutions
Value heldQ2 2024: $16.7B
Q1 2021: $8.06BQ2 2021: $8.80BQ3 2021: $8.12BQ4 2021: $9.61BQ1 2022: $9.46BQ2 2022: $7.74BQ3 2022: $8.59BQ4 2022: $8.51BQ1 2023: $11.0BQ2 2023: $13.5BQ3 2023: $13.7BQ4 2023: $15.3BQ1 2024: $15.6BQ2 2024: $16.7BQ3 2024: $17.4BQ4 2024: $16.8BQ1 2025: $17.9BQ2 2025: $15.3BQ3 2025: $14.6BQ4 2025: $12.6BQ1 2026: $13.9BQ2 2026: $15.7B
Institutions holding WSO and their total value by quarter
QuarterHoldersValue
Q2 2026787$15.7B
Q1 2026772$13.9B
Q4 2025768$12.6B
Q3 2025780$14.6B
Q2 2025807$15.3B
Q1 2025840$17.9B
Q4 2024822$16.8B
Q3 2024789$17.4B
Q2 2024778$16.7B
Q1 2024746$15.6B
Q4 2023727$15.3B
Q3 2023683$13.7B
Q2 2023677$13.5B
Q1 2023615$11.0B
Q4 2022568$8.51B
Q3 2022538$8.59B
Q2 2022516$7.74B
Q1 2022495$9.46B
Q4 2021521$9.61B
Q3 2021478$8.12B
Q2 2021475$8.80B
Q1 2021464$8.06B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q1 2024.

Institutions holding WSO in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
PSI Advisors, LLC50$23.2K0.01%00.0%Unchanged
Global Financial Private Client, LLC47$21.8K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC45$20.8K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC44$20.4K0.01%00.0%Unchanged
Spire Wealth Management42$19.5K0.00%−4−8.7%Reduced
Solstein Capital, LLC42$19.5K0.01%00.0%Unchanged
Contravisory Investment Management, Inc.41$19.0K0.00%−19−31.7%Reduced
McIlrath & Eck, LLC40$18.5K0.00%−36−47.4%Reduced
Legacy Bridge, LLC40$18.5K0.01%00.0%Unchanged
Innealta Capital, LLC39$18.1K0.01%+39New
Anchor Investment Management, LLC38$17.6K0.00%00.0%Unchanged
Studio Investment Management LLC38$17.6K0.00%+38New
Bogart Wealth, LLC36$16.7K0.00%00.0%Unchanged
Main Street Group, LTD35$16.2K0.01%−10−22.2%Reduced
Rosenberg Matthew Hamilton35$16.2K0.00%00.0%Unchanged
Manchester Capital Management LLC34$15.8K0.00%+34New
Larson Financial Group LLC31$14.4K0.00%+6+24.0%Added
Sound Income Strategies, LLC29$13.4K0.00%−6−17.1%Reduced
AdvisorNet Financial, Inc28$13.0K0.00%−8−22.2%Reduced
Ossiam28$13.0K0.00%+28New
WR Wealth Planners, LLC27$12.5K0.00%−6−18.2%Reduced
Criterion Capital Advisors, LLC26$12.0K0.01%−9−25.7%Reduced
Bell Investment Advisors, Inc26$12.0K0.00%00.0%Unchanged
Key Financial Inc26$12.0K0.00%+2+8.3%Added
Meeder Asset Management Inc26$12.0K0.00%+17+188.9%Added
Triad Wealth Partners, LLC26$12.0K0.01%+26New
Versant Capital Management, Inc25$11.6K0.00%00.0%Unchanged
Pathway Financial Advisers, LLC26$11.5K0.00%+2+8.3%Added
Private Wealth Management Group, LLC24$11.1K0.00%+14+140.0%Added
Institutional & Family Asset Management, LLC22$10.2K0.00%−9−29.0%Reduced
Ancora Advisors, LLC21$9.73K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.21$9.71K0.00%−5−19.2%Reduced
Bartlett & Co. Wealth Management LLC20$9.27K0.00%00.0%Unchanged
St Germain D J Co Inc20$9.27K0.00%+20New
Smithfield Trust Co20$9.00K0.00%00.0%Unchanged
Aspire Private Capital, LLC18$8.34K0.00%00.0%Unchanged
CVA Family Office, LLC18$8.34K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc18$8.34K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc15$7.00K0.01%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group15$6.95K0.00%00.0%Unchanged
Pingora Partners LLC15$6.95K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc14$6.49K0.00%00.0%Unchanged
ESL Trust Services, LLC14$6.49K0.00%+14New
Fortitude Family Office, LLC13$6.02K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC13$6.02K0.00%+13New
Sunbelt Securities, Inc.12$5.56K0.00%00.0%Unchanged
Castleview Partners, LLC12$5.56K0.00%+3+33.3%Added
Tucker Asset Management LLC12$5.56K0.00%+7+140.0%Added
Pineridge Advisors LLC12$5.56K0.00%+12New
Addison Advisors LLC11$5.10K0.00%+11New
Westside Investment Management, Inc.11$5.09K0.00%+11New
Hazlett, Burt & Watson, Inc.10$5.00K0.00%+10New
FSC Wealth Advisors, LLC10$4.63K0.00%+10New
Sachetta, LLC8$3.85K0.00%+5+166.7%Added
SJS Investment Consulting Inc.8$3.71K0.00%00.0%Unchanged
Abich Financial Wealth Management LLC7$3.24K0.00%−13−65.0%Reduced
Riggs Asset Managment Co. Inc.7$3.24K0.00%00.0%Unchanged
ZRC Wealth Management, LLC7$3.24K0.00%+7New
DiNuzzo Private Wealth, Inc.6$2.78K0.00%+1+20.0%Added
Quent Capital, LLC5$2.36K0.00%00.0%Unchanged
Hexagon Capital Partners LLC5$2.32K0.00%00.0%Unchanged
Orion Capital Management LLC5$2.32K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC4$1.85K0.00%00.0%Unchanged
Hallmark Capital Management Inc4$1.85K0.00%+4New
Crewe Advisors LLC4$1.85K0.00%+4New
True Wealth Design, LLC3$1.39K0.00%+1+50.0%Added
Financial Management Professionals, Inc.3$1.00K0.00%00.0%Unchanged
Valued Wealth Advisors LLC2$9270.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.2$9270.00%+2New
Longfellow Investment Management Co LLC2$9260.00%00.0%Unchanged
Raffa Wealth Management, LLC2$9260.00%00.0%Unchanged
Cornerstone Planning Group LLC2$9230.00%+2New
TFC Financial Management1$4640.00%00.0%Unchanged
Sofos Investments, Inc.1$4630.00%−9−90.0%Reduced
Rakuten Securities, Inc.1$4630.00%−6−85.7%Reduced
Beaird Harris Wealth Management, LLC0$470.00%0New
First Command Advisory Services, Inc.1$00.00%−35−97.2%Reduced
Avion Wealth1$00.00%−4−80.0%Reduced
Woodline Partners LP0$00.00%−50,779−100.0%Sold out
American International Group, Inc.0$00.00%−41,492−100.0%Sold out
Texas Permanent School Fund0$00.00%−27,373−100.0%Sold out
Quantbot Technologies LP0$00.00%−15,107−100.0%Sold out
Marshall Wace, LLP0$00.00%−12,283−100.0%Sold out
Zacks Investment Management0$00.00%−9,023−100.0%Sold out
Advantage Alpha Capital Partners LP0$00.00%−8,902−100.0%Sold out
Susquehanna Portfolio Strategies, LLC0$00.00%−4,309−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−3,626−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−3,067−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−2,860−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−2,828−100.0%Sold out
SpiderRock Advisors, LLC0$00.00%−2,925−100.0%Sold out
Nordwand Advisors, LLC0$00.00%−2,768−100.0%Sold out
Lloyd Advisory Services, LLC.0$00.00%−2,655−100.0%Sold out
SG Americas Securities, LLC0$00.00%−2,451−100.0%Sold out
La Banque Postale Asset Management SA0$00.00%−2,198−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−2,186−100.0%Sold out
Pearl River Capital, LLC0$00.00%−1,987−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−1,922−100.0%Sold out
Symmetry Investments LP0$00.00%−1,376−100.0%Sold out
FDx Advisors, Inc.0$00.00%−1,353−100.0%Sold out