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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
Blueshift Asset Management, LLC0$00.00%−1,321−100.0%Sold out
Entropy Technologies, LP0$00.00%−1,221−100.0%Sold out
Northeast Financial Consultants Inc0$00.00%−1,200−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−1,137−100.0%Sold out
Duality Advisers, LP0$00.00%−1,132−100.0%Sold out
Sciencast Management LP0$00.00%−1,120−100.0%Sold out
Laurion Capital Management LP0$00.00%−986−100.0%Sold out
Plato Investment Management Ltd0$00.00%−955−100.0%Sold out
Delta Financial Group, Inc.0$00.00%−930−100.0%Sold out
Asahi Life Asset Management Co., Ltd.0$00.00%−860−100.0%Sold out
Avestar Capital, LLC0$00.00%−798−100.0%Sold out
Lincoln National Corp0$00.00%−778−100.0%Sold out
Palogic Value Management, L.P.0$00.00%−772−100.0%Sold out
Numerai GP LLC0$00.00%−701−100.0%Sold out
Alberta Investment Management Corp0$00.00%−700−100.0%Sold out
Algert Global LLC0$00.00%−677−100.0%Sold out
ASB Consultores, LLC0$00.00%−642−100.0%Sold out
FourThought Financial Partners, LLC0$00.00%−626−100.0%Sold out
Headlands Technologies LLC0$00.00%−597−100.0%Sold out
Boyar Asset Management Inc.0$00.00%−559−100.0%Sold out
Scientech Research LLC0$00.00%−536−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−535−100.0%Sold out
Koshinski Asset Management, Inc.0$00.00%−533−100.0%Sold out
Wolverine Trading, LLC0$00.00%−524−100.0%Sold out
Knowledge Leaders Capital, LLC0$00.00%−518−100.0%Sold out
Impact Partnership Wealth, LLC0$00.00%−494−100.0%Sold out
Cottonwood Capital Advisors, LLC0$00.00%−501−100.0%Sold out
Boston Private Wealth LLC0$00.00%−466−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−440−100.0%Sold out
Gladius Capital Management LP0$00.00%−419−100.0%Sold out
First Manhattan Co0$00.00%−147−100.0%Sold out
Tobam0$00.00%−133−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−100−100.0%Sold out
Salomon & Ludwin, LLC0$00.00%−87−100.0%Sold out
ORG Partners LLC0$00.00%−71−100.0%Sold out
Colonial Trust Advisors0$00.00%−71−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−58−100.0%Sold out
Financial Synergies Wealth Advisors, Inc.0$00.00%−27−100.0%Sold out
Northwest Investment Counselors, LLC0$00.00%−16−100.0%Sold out
Rocky Mountain Advisers, LLC0$00.00%−13−100.0%Sold out
Atticus Wealth Management, LLC0$00.00%−11−100.0%Sold out
Caitlin John, LLC0$00.00%−11−100.0%Sold out
American Capital Advisory, LLC0$00.00%−5−100.0%Sold out
First Pacific Financial0$00.00%−2−100.0%Sold out
Credit Suisse AG––––Not filed
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund––––Not filed
Cambridge Trust Co––––Not filed
Atlas Private Wealth Management––––Not filed
Connectus Wealth, LLC––––Not filed
Degroof Petercam Asset Management––––Not filed
Handelsinvest Investeringsforvaltning––––Not filed
Triad Investment Management––––Not filed
InterOcean Capital Group, LLC––––Not filed
FSA Wealth Management LLC––––Not filed