Skip to main content

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

Q1 2022 vs. Q4 2021

How the institutions holding Watsco Inc changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of WSO: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders5216495−20
Shares30.7M3.21K31.1M+339.3K (+1.1%)
Value$9.61B$1.00M$9.46B−$146.0M (−1.5%)

6 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (45)

Institutions that held Watsco Inc at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to WSO in Q1 2022
InstitutionSharesValue% of portfolio
Amalgamated Financial Corp.23,746$7.23M0.06%
WBI Investments21,428$6.36M1.03%
Beacon Pointe Advisors, LLC8,186$2.49M0.03%
Aviance Capital Partners, LLC7,000$2.13M0.39%
Alberta Investment Management Corp4,800$1.46M0.01%
Rational Advisors LLC4,362$1.33M0.08%
Blueshift Asset Management, LLC4,257$1.30M0.12%
Gsa Capital Partners LLP3,322$1.01M0.14%
Scopus Asset Management, L.P.3,000$914.0K0.03%
Parsec Financial Management, Inc.2,770$844.0K0.04%
Cerity Partners LLC2,384$726.0K0.01%
Wolverine Trading, LLC1,788$551.0K0.02%
ICA Group Wealth Management, LLC1,111$289.0K0.05%
Fox Run Management, L.L.C.910$277.0K0.15%
Versor Investments LP895$273.0K0.01%
Corton Capital Inc.863$263.0K0.11%
APG Asset Management N.V.900$246.0K0.00%
Point72 Hong Kong Ltd762$232.0K0.02%
Cetera Advisor Networks LLC750$229.0K0.00%
Meeder Asset Management Inc732$223.0K0.01%
HRT Financial LP698$212.0K0.00%
Skandinaviska Enskilda Banken AB (publ)425$129.0K0.00%
Prospera Financial Services Inc197$60.0K0.00%
GHP Investment Advisors, Inc.185$56.0K0.00%
Nomura Asset Management Co Ltd155$47.2K0.00%
O'Dell Group, LLC104$32.0K0.01%
GoalVest Advisory LLC104$32.0K0.02%
De Burlo Group Inc75$22.8K0.00%
Wolff Wiese Magana LLC59$18.0K0.01%
Edmond de Rothschild Holding S.A.35$11.0K0.00%
Global Retirement Partners, LLC46$11.0K0.00%
Evermay Wealth Management LLC30$9.00K0.00%
Whittier Trust Co of Nevada Inc28$9.00K0.00%
EverSource Wealth Advisors, LLC30$9.00K0.00%
Federation des caisses Desjardins du Quebec27$8.22K0.00%
Thomas J. Herzfeld Advisors, Inc.13$4.00K0.00%
Loomis Sayles & Co L P9$3.00K0.00%
Albion Financial Group10$3.00K0.00%
MCF Advisors LLC9$3.00K0.00%
CNB Bank8$2.00K0.00%
Castleview Partners, LLC9$2.00K0.00%
Cordant, Inc.7$2.00K0.00%
Dixon Hughes Goodman Wealth Advisors LLC3$1.00K0.00%
Money Concepts Capital Corp1$00.00%
SJS Investment Consulting Inc.1$00.00%

Sold out (65)

Institutions that held Watsco Inc at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of WSO in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Driehaus Capital Management LLC44,181$13.8M
Walleye Capital LLC39,195$12.3M
Qube Research & Technologies Ltd30,414$9.52M
Advisors Asset Management, Inc.26,469$8.28M
Quantum Capital Management, LLC26,410$8.26M
Carlson Capital L P22,714$7.11M
Royce & Associates LP22,270$6.97M
Advantage Alpha Capital Partners LP12,862$4.02M
Navellier & Associates Inc11,418$3.57M
Cna Financial Corp10,000$3.13M
Edgestream Partners, L.P.6,232$1.95M
Weiss Multi-Strategy Advisers LLC6,027$1.89M
Metropolitan Life Insurance Co5,903$1.85M
GWM Advisors LLC5,737$1.79M
Marshall Wace, LLP5,303$1.66M
Sciencast Management LP4,991$1.54M
Dynamic Technology Lab Private Ltd4,569$1.43M
Engineers Gate Manager LP4,137$1.29M
Pacer Advisors, Inc.3,425$1.07M
Allianz Asset Management GmbH3,179$995.0K
Prelude Capital Management, LLC3,016$944.0K
Paloma Partners Management Co2,540$795.0K
AlphaStar Capital Management, LLC2,594$773.0K
Schonfeld Strategic Advisors LLC2,400$751.0K
Ontario Teachers Pension Plan Board2,347$734.0K
Private Trust Co NA2,181$682.0K
Exchange Traded Concepts, LLC2,084$652.0K
Radnor Capital Management, LLC1,975$618.0K
Mackenzie Financial Corp1,968$616.0K
Gyon Technologies Capital Management, LP1,942$608.0K
Jackson Creek Investment Advisors LLC1,779$557.0K
Astrantus Ltd1,400$438.0K
Quantbot Technologies LP1,360$425.0K
Alps Advisors Inc1,336$418.0K
Vident Investment Advisory, LLC1,225$383.0K
Fulcrum Equity Management1,091$341.0K
Pendal Group Limited1,076$337.0K
Wealthfront Advisers LLC989$310.0K
Pearl River Capital, LLC953$298.0K
Verition Fund Management LLC903$283.0K
Trexquant Investment LP906$283.0K
Autumn Glory Partners, LLC800$250.0K
Jefferies Group LLC798$249.7K
Wealthspire Advisors, LLC792$248.0K
Delphia (USA) Inc.791$247.0K
Cigna Investments Inc743$232.0K
Fort, L.P.726$227.0K
Campbell & CO Investment Adviser LLC700$219.0K
River Wealth Advisors LLC653$204.0K
Ergoteles LLC647$202.0K
Twin Tree Management, LP478$150.0K
Signet Financial Management, LLC433$135.0K
Aquatic Capital Management LLC300$94.0K
BerganKDV Wealth Management, LLC179$56.0K
Snowden Capital Advisors LLC171$53.0K
Rather & Kittrell, Inc.58$18.0K
Assetmark, Inc47$15.0K
Delta Asset Management LLC36$11.0K
Geneos Wealth Management Inc.29$9.00K
Sageworth Trust Co20$6.00K
Dark Forest Capital Management LP19$6.00K
Truvestments Capital LLC14$4.00K
Hanson & Doremus Investment Management8$3.00K
Eagle Bay Advisors LLC7$3.00K
Ford Financial Group, LLC5$1.00K

Not filed for Q1 2022 yet (6)

Institutions that held Watsco Inc at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WSO in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Metatron Capital SICAV plc2,200$688.3K
6 Meridian796$249.0K
Harbour Investments, Inc.80$25.0K
Bell Investment Advisors, Inc66$21.0K
Carroll Financial Associates, Inc.41$12.0K
NEXT Financial Group, Inc25$8.00K