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 |
|---|---|---|---|---|---|
| Baystate Wealth Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1 | $0 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 2 | $609 | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 3 | $914 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 3 | $914 | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 3 | $1.00K | 0.00% | +3 | New |
| Caldwell Trust Co | 5 | $1.52K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 5 | $1.52K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 8 | $2.00K | 0.00% | +8 | New |
| Castleview Partners, LLC | 9 | $2.00K | 0.00% | +9 | New |
| Cordant, Inc. | 7 | $2.00K | 0.00% | +7 | New |
| Sageworth Trust Co of South Dakota | 10 | $3.00K | 0.01% | −54−84.4% | Reduced |
| SRS Capital Advisors, Inc. | 9 | $3.00K | 0.00% | −7−43.8% | Reduced |
| Bourgeon Capital Management LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 9 | $3.00K | 0.00% | +9 | New |
| Albion Financial Group | 10 | $3.00K | 0.00% | +10 | New |
| MCF Advisors LLC | 9 | $3.00K | 0.00% | +9 | New |
| TCI Wealth Advisors, Inc. | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 13 | $4.00K | 0.00% | +13 | New |
| Global Financial Private Client, LLC | 16 | $4.87K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 21 | $6.00K | 0.00% | +15+250.0% | Added |
| Schubert & Co | 19 | $6.00K | 0.01% | +14+280.0% | Added |
| TD Waterhouse Canada Inc. | 21 | $6.39K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 24 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 23 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 23 | $7.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 23 | $7.00K | 0.00% | +4+21.1% | Added |
| Versant Capital Management, Inc | 26 | $8.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 27 | $8.22K | 0.00% | +27 | New |
| Country Trust Bank | 30 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 30 | $9.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 30 | $9.00K | 0.00% | +30 | New |
| Whittier Trust Co of Nevada Inc | 28 | $9.00K | 0.00% | +28 | New |
| EverSource Wealth Advisors, LLC | 30 | $9.00K | 0.00% | +30 | New |
| Jones Financial Companies LLLP | 32 | $10.0K | 0.00% | −17−34.7% | Reduced |
| American National Bank | 32 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 32 | $10.0K | 0.00% | +4+14.3% | Added |
| Rosenberg Matthew Hamilton | 35 | $11.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 35 | $11.0K | 0.00% | +35 | New |
| Global Retirement Partners, LLC | 46 | $11.0K | 0.00% | +46 | New |
| Legacy Bridge, LLC | 40 | $12.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 41 | $12.0K | 0.00% | +35+583.3% | Added |
| PSI Advisors, LLC | 50 | $15.0K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 60 | $18.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 59 | $18.0K | 0.01% | +4+7.3% | Added |
| Wolff Wiese Magana LLC | 59 | $18.0K | 0.01% | +59 | New |
| West Branch Capital LLC | 63 | $19.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 64 | $19.0K | 0.00% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 65 | $20.0K | 0.01% | −6,544−99.0% | Reduced |
| HC Financial Advisors Inc | 66 | $20.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 69 | $21.0K | 0.00% | −60−46.5% | Reduced |
| De Burlo Group Inc | 75 | $22.8K | 0.00% | +75 | New |
| Institutional & Family Asset Management, LLC | 76 | $23.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 80 | $24.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 81 | $25.0K | 0.00% | −2,072−96.2% | Reduced |
| Accel Wealth Management | 90 | $27.0K | 0.01% | +1+1.1% | Added |
| Vigilant Capital Management, LLC | 87 | $27.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 94 | $29.0K | 0.00% | −2−2.1% | Reduced |
| Gemmer Asset Management LLC | 101 | $30.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 100 | $30.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 100 | $30.0K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 100 | $30.0K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 104 | $32.0K | 0.00% | −75−41.9% | Reduced |
| O'Dell Group, LLC | 104 | $32.0K | 0.01% | +104 | New |
| GoalVest Advisory LLC | 104 | $32.0K | 0.02% | +104 | New |
| Massmutual Trust Co FSB | 112 | $34.0K | 0.00% | −2−1.8% | Reduced |
| American Portfolios Advisors | 114 | $34.7K | 0.00% | −92−44.7% | Reduced |
| Kistler-Tiffany Companies, LLC | 115 | $35.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 124 | $38.0K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 140 | $43.0K | 0.02% | +109+351.6% | Added |
| Resources Management Corp | 150 | $46.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 155 | $47.2K | 0.00% | +155 | New |
| Proequities, Inc. | 161 | $49.0K | 0.00% | −87−35.1% | Reduced |
| HM Payson & Co | 164 | $50.0K | 0.00% | −12−6.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 162 | $50.0K | 0.03% | 00.0% | Unchanged |
| Bessemer Group Inc | 179 | $54.0K | 0.00% | +150+517.2% | Added |
| Private Capital Group, LLC | 179 | $55.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 185 | $56.0K | 0.00% | +185 | New |
| Prospera Financial Services Inc | 197 | $60.0K | 0.00% | +197 | New |
| Quadrant Capital Group LLC | 215 | $65.0K | 0.01% | +92+74.8% | Added |
| Cedar Wealth Management, LLC | 230 | $70.0K | 0.03% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 245 | $75.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 265 | $81.0K | 0.03% | +153+136.6% | Added |
| Huntington National Bank | 274 | $84.0K | 0.00% | −27−9.0% | Reduced |
| CWM, LLC | 288 | $88.0K | 0.00% | −25−8.0% | Reduced |
| Ellis Investment Partners, LLC | 298 | $90.0K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 323 | $98.0K | 0.00% | −309−48.9% | Reduced |
| First Manhattan Co | 360 | $109.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 639 | $117.0K | 0.00% | +381+147.7% | Added |
| American Research & Management Co. | 400 | $122.0K | 0.03% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 425 | $129.0K | 0.00% | +425 | New |
| JJJ Advisors Inc. | 456 | $139.0K | 0.04% | −88−16.2% | Reduced |
| First Horizon Advisors, Inc. | 479 | $146.0K | 0.01% | −219−31.4% | Reduced |