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, Q1 2022
Institutional positions in Watsco Inc as of Mar 31, 2022. 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
- 495
- −20 vs. Q4 2021
- Shares held
- 31.1M
- +339.3K (+1.1%) vs. Q4 2021
- Total value
- $9.46B
- −$146.0M (−1.5%) vs. Q4 2021
- New holders
- 45
- 186 more added
- Sold out
- 65
- 171 more reduced
6 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: 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, Q1 2022
Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 3,782,850 | $1.15B | 0.03% | +105,646+2.9% | Added |
| Vanguard Group Inc | 3,325,958 | $1.01B | 0.02% | +14,122+0.4% | Added |
| Baillie Gifford & Co | 2,069,453 | $630.4M | 0.44% | −16,581−0.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,562,644 | $476.0M | 1.27% | +697,511+80.6% | Added |
| Charles Schwab Investment Management Inc | 1,154,943 | $351.8M | 0.11% | +41,148+3.7% | Added |
| Capital World Investors | 1,127,943 | $343.6M | 0.06% | +3,540+0.3% | Added |
| FMR LLC | 951,752 | $289.9M | 0.02% | +7,041+0.7% | Added |
| State Street Corp | 905,009 | $275.7M | 0.01% | +35,342+4.1% | Added |
| Neuberger Berman Group LLC | 730,636 | $222.6M | 0.19% | −10,799−1.5% | Reduced |
| Wellington Management Group LLP | 718,825 | $219.0M | 0.04% | −37,052−4.9% | Reduced |
| Davenport & Co LLC | 589,850 | $180.3M | 1.26% | −36,566−5.8% | Reduced |
| Blair William & Co | 587,515 | $179.0M | 0.63% | +6,740+1.2% | Added |
| Geode Capital Management, LLC | 506,760 | $154.4M | 0.02% | +22,647+4.7% | Added |
| Bank of New York Mellon Corp | 502,531 | $153.1M | 0.03% | −1090.0% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 418,750 | $127.6M | 1.51% | 00.0% | Unchanged |
| Wells Fargo & Company | 384,232 | $117.1M | 0.03% | +23,041+6.4% | Added |
| Boston Financial Mangement LLC | 360,015 | $109.7M | 4.17% | +3,876+1.1% | Added |
| Swedbank AB | 353,100 | $107.6M | 0.20% | −23,100−6.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 309,268 | $94.2M | 0.22% | +16,631+5.7% | Added |
| Northern Trust Corp | 300,212 | $91.5M | 0.02% | −9,927−3.2% | Reduced |
| Caledonia Investments PLC | 268,784 | $81.9M | 12.43% | 00.0% | Unchanged |
| First Trust Advisors LP | 245,908 | $74.9M | 0.08% | −6,313−2.5% | Reduced |
| Norges Bank | 245,042 | $74.6M | 0.02% | −18,937−7.2% | Reduced |
| Anchor Capital Advisors LLC | 233,810 | $71.2M | 1.52% | −2,446−1.0% | Reduced |
| Price T Rowe Associates Inc | 232,810 | $70.9M | 0.01% | −1,872−0.8% | Reduced |
| Dimensional Fund Advisors LP | 228,582 | $69.6M | 0.02% | +1,144+0.5% | Added |
| Welch & Forbes LLC | 211,631 | $64.5M | 1.02% | +5,889+2.9% | Added |
| Bahl & Gaynor Inc | 211,546 | $64.4M | 0.47% | −3,421−1.6% | Reduced |
| Nordea Investment Management AB | 205,688 | $63.3M | 0.08% | +20,104+10.8% | Added |
| Raymond James & Associates | 203,606 | $62.0M | 0.05% | +20,747+11.3% | Added |
| Bank of America Corp | 184,437 | $56.2M | 0.01% | +20,508+12.5% | Added |
| Morgan Stanley | 184,429 | $56.2M | 0.01% | +33,536+22.2% | Added |
| Goldman Sachs Group Inc | 184,391 | $56.2M | 0.01% | −31,049−14.4% | Reduced |
| Dearborn Partners LLC | 173,689 | $52.9M | 2.01% | +2,768+1.6% | Added |
| Motley Fool Asset Management LLC | 168,300 | $51.3M | 3.76% | −12,856−7.1% | Reduced |
| Premier Fund Managers Ltd | 165,000 | $50.8M | 1.78% | +13,000+8.6% | Added |
| Macquarie Group Ltd | 166,252 | $50.6M | 0.05% | −15,106−8.3% | Reduced |
| Eaton Vance Management | 157,468 | $48.0M | 0.06% | +23,801+17.8% | Added |
| Howland Capital Management LLC | 156,944 | $47.8M | 2.58% | −775−0.5% | Reduced |
| GW&K Investment Management, LLC | 148,574 | $45.3M | 0.40% | +1,401+1.0% | Added |
| Riverbridge Partners LLC | 144,726 | $44.1M | 0.50% | −1,601−1.1% | Reduced |
| Invesco Ltd. | 137,459 | $41.9M | 0.01% | +5,338+4.0% | Added |
| Handelsbanken Fonder AB | 134,558 | $41.0M | 0.23% | −1,100−0.8% | Reduced |
| Washington Trust Co | 129,897 | $39.6M | 1.57% | −392−0.3% | Reduced |
| Natixis Advisors, L.P. | 126,576 | $38.6M | 0.15% | +6,590+5.5% | Added |
| Schroder Investment Management Group | 120,529 | $37.1M | 0.05% | −46,329−27.8% | Reduced |
| Renaissance Technologies LLC | 119,200 | $36.3M | 0.04% | −23,500−16.5% | Reduced |
| Victory Capital Management Inc | 135,522 | $36.2M | 0.04% | +49,094+56.8% | Added |
| Nuveen Asset Management, LLC | 117,830 | $35.8M | 0.01% | +3,879+3.4% | Added |
| Principal Financial Group Inc | 112,272 | $34.2M | 0.02% | +540.0% | Added |
| Motley Fool Wealth Management, LLC | 111,675 | $34.0M | 1.62% | −2,587−2.3% | Reduced |
| AQR Capital Management LLC | 110,717 | $33.7M | 0.06% | −20,005−15.3% | Reduced |
| Kames Capital plc | 108,756 | $33.1M | 0.49% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 105,252 | $32.1M | 0.02% | +8,984+9.3% | Added |
| Rhumbline Advisers | 100,391 | $30.6M | 0.04% | −2,891−2.8% | Reduced |
| Capital Advisors Inc | 96,228 | $29.3M | 0.80% | +1,915+2.0% | Added |
| Sandler Capital Management | 96,076 | $29.3M | 4.42% | +31,650+49.1% | Added |
| Ninety One UK Ltd | 90,675 | $27.6M | 0.07% | −16,970−15.8% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 89,050 | $27.1M | 0.31% | −2,670−2.9% | Reduced |
| Baird Financial Group, Inc. | 87,858 | $26.8M | 0.07% | +9,565+12.2% | Added |
| Swiss National Bank | 78,144 | $23.8M | 0.01% | +5,500+7.6% | Added |
| Legal & General Group Plc | 77,838 | $23.7M | 0.01% | +243+0.3% | Added |
| First Republic Investment Management, Inc. | 76,340 | $23.3M | 0.05% | −6,712−8.1% | Reduced |
| Geneva Capital Management LLC | 76,053 | $23.2M | 0.45% | −1,185−1.5% | Reduced |
| Conestoga Capital Advisors, LLC | 73,557 | $22.4M | 0.34% | +590+0.8% | Added |
| Envestnet Asset Management Inc | 73,537 | $22.4M | 0.01% | +860+1.2% | Added |
| California Public Employees Retirement System | 69,981 | $21.3M | 0.02% | −2,422−3.3% | Reduced |
| New York State Common Retirement Fund | 64,961 | $19.8M | 0.02% | −1,207−1.8% | Reduced |
| Los Angeles Capital Management LLC | 64,301 | $19.6M | 0.08% | +6,175+10.6% | Added |
| UBS Asset Management Americas Inc | 63,279 | $19.3M | 0.01% | +212+0.3% | Added |
| Franklin Resources Inc | 58,356 | $17.8M | 0.01% | +6,864+13.3% | Added |
| Baskin Financial Services Inc. | 58,161 | $17.7M | 1.56% | +15,121+35.1% | Added |
| DnB Asset Management AS | 57,750 | $17.6M | 0.10% | −282−0.5% | Reduced |
| American International Group, Inc. | 55,944 | $17.0M | 0.09% | +97+0.2% | Added |
| Royal Bank of Canada | 54,957 | $16.7M | 0.00% | +1,156+2.1% | Added |
| Teachers Retirement System of the State of Kentucky | 54,399 | $16.6M | 0.16% | −300−0.5% | Reduced |
| RMB Capital Management, LLC | 53,515 | $16.3M | 0.52% | +4,479+9.1% | Added |
| Ameriprise Financial Inc | 51,318 | $15.6M | 0.00% | −110,004−68.2% | Reduced |
| Alliancebernstein L.P. | 50,229 | $15.3M | 0.01% | +245+0.5% | Added |
| Acadian Asset Management LLC | 50,217 | $15.3M | 0.06% | −18,443−26.9% | Reduced |
| Citigroup Inc | 46,935 | $14.3M | 0.01% | +5,943+14.5% | Added |
| JPMorgan Chase & Co | 46,179 | $14.1M | 0.00% | −14,023−23.3% | Reduced |
| Pembroke Management, LTD | 45,577 | $13.9M | 1.16% | −540−1.2% | Reduced |
| Thrivent Financial for Lutherans | 45,035 | $13.7M | 0.03% | −54−0.1% | Reduced |
| Handelsinvest Investeringsforvaltning | 45,000 | $13.7M | 1.66% | +3,000+7.1% | Added |
| California State Teachers Retirement System | 44,006 | $13.4M | 0.02% | −3,593−7.5% | Reduced |
| Truist Financial Corp | 43,729 | $13.3M | 0.02% | +1,067+2.5% | Added |
| Retirement Systems of Alabama | 43,335 | $13.2M | 0.05% | +89+0.2% | Added |
| Grace & White Inc | 42,925 | $13.1M | 2.46% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 42,852 | $13.1M | 0.03% | +8,029+23.1% | Added |
| LaFleur & Godfrey LLC | 41,847 | $12.7M | 1.71% | −214−0.5% | Reduced |
| 2Xideas AG | 41,643 | $12.7M | 0.89% | −4,605−10.0% | Reduced |
| New York State Teachers Retirement System | 41,611 | $12.7M | 0.03% | −100−0.2% | Reduced |
| Massachusetts Financial Services Co | 41,005 | $12.5M | 0.00% | +15,829+62.9% | Added |
| Balyasny Asset Management LLC | 40,263 | $12.3M | 0.05% | +6,226+18.3% | Added |
| Cambridge Trust Co | 38,764 | $11.8M | 0.41% | −999−2.5% | Reduced |
| Southernsun Asset Management, LLC | 38,682 | $11.8M | 1.27% | +3,067+8.6% | Added |
| State Board of Administration of Florida Retirement System | 38,186 | $11.6M | 0.02% | −450−1.2% | Reduced |
| Cynosure Management, LLC | 37,320 | $11.4M | 9.16% | −4,382−10.5% | Reduced |
| Covington Investment Advisors Inc. | 36,847 | $11.2M | 2.35% | +5,625+18.0% | Added |