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 |
|---|---|---|---|---|---|
| Graves-Light Private Wealth Management, Inc. | 486 | $148.0K | 0.02% | +282+138.2% | Added |
| Bedel Financial Consulting, Inc. | 500 | $152.0K | 0.05% | 00.0% | Unchanged |
| FourThought Financial, LLC | 624 | $190.0K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 635 | $193.4K | 0.01% | −1,241−66.2% | Reduced |
| AdvisorNet Financial, Inc | 638 | $194.0K | 0.01% | +523+454.8% | Added |
| Heritage Wealth Advisors | 643 | $196.0K | 0.01% | 00.0% | Unchanged |
| Gladius Capital Management LP | 648 | $198.0K | 0.07% | −56−8.0% | Reduced |
| Covestor Ltd | 653 | $199.0K | 0.14% | +345+112.0% | Added |
| Triad Investment Management | 659 | $201.0K | 0.19% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 675 | $206.0K | 0.01% | −7,499−91.7% | Reduced |
| CIBC World Markets Inc. | 677 | $206.0K | 0.00% | −515−43.2% | Reduced |
| Woodstock Corp | 675 | $206.0K | 0.02% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 684 | $208.0K | 0.03% | −22−3.1% | Reduced |
| HRT Financial LP | 698 | $212.0K | 0.00% | +698 | New |
| Veritable, L.P. | 708 | $216.0K | 0.00% | −271−27.7% | Reduced |
| Mayflower Financial Advisors, LLC | 728 | $222.0K | 0.03% | −100−12.1% | Reduced |
| Taylor Hoffman Wealth Management | 729 | $222.0K | 0.09% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 728 | $222.0K | 0.09% | +78+12.0% | Added |
| Royal London Asset Management Ltd | 731 | $223.0K | 0.00% | −500−40.6% | Reduced |
| Meeder Asset Management Inc | 732 | $223.0K | 0.01% | +732 | New |
| Ci Investments Inc. | 735 | $224.0K | 0.00% | 00.0% | Unchanged |
| Unigestion Holding SA | 740 | $228.0K | 0.01% | −70−8.6% | Reduced |
| Cetera Advisor Networks LLC | 750 | $229.0K | 0.00% | +750 | New |
| Point72 Hong Kong Ltd | 762 | $232.0K | 0.02% | +762 | New |
| Signaturefd, LLC | 766 | $233.0K | 0.01% | +14+1.9% | Added |
| CWM Advisors, LLC | 769 | $234.0K | 0.03% | −12−1.5% | Reduced |
| Oak Ridge Investments LLC | 782 | $238.0K | 0.03% | −1,631−67.6% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 780 | $238.0K | 0.03% | 00.0% | Unchanged |
| StoneX Group Inc. | 806 | $245.5K | 0.02% | −45−5.3% | Reduced |
| APG Asset Management N.V. | 900 | $246.0K | 0.00% | +900 | New |
| Corton Capital Inc. | 863 | $263.0K | 0.11% | +863 | New |
| Longfellow Investment Management Co LLC | 864 | $264.0K | 0.04% | 00.0% | Unchanged |
| Versor Investments LP | 895 | $273.0K | 0.01% | +895 | New |
| Fox Run Management, L.L.C. | 910 | $277.0K | 0.15% | +910 | New |
| Ellevest, Inc. | 914 | $278.0K | 0.02% | +11+1.2% | Added |
| Quadrature Capital Ltd | 915 | $279.0K | 0.01% | +200+28.0% | Added |
| Parkside Financial Bank & Trust | 920 | $280.0K | 0.07% | −732−44.3% | Reduced |
| Wakefield Asset Management LLLP | 925 | $282.0K | 0.10% | +6+0.7% | Added |
| Van Eck Associates Corp | 930 | $283.0K | 0.00% | +128+16.0% | Added |
| Diversified Trust Co | 939 | $286.0K | 0.01% | 00.0% | Unchanged |
| Wealth Management Solutions, LLC | 940 | $286.0K | 0.15% | +5+0.5% | Added |
| Flagship Harbor Advisors, LLC | 946 | $288.0K | 0.03% | −41−4.2% | Reduced |
| Coury Firm Asset Management LLC | 945 | $288.0K | 0.25% | −29−3.0% | Reduced |
| Crescent Grove Advisors, LLC | 950 | $289.0K | 0.03% | −17−1.8% | Reduced |
| ICA Group Wealth Management, LLC | 1,111 | $289.0K | 0.05% | +1,111 | New |
| Commerce Bank | 955 | $291.0K | 0.00% | +13+1.4% | Added |
| Park National Corp | 965 | $294.0K | 0.01% | 00.0% | Unchanged |
| Lake Street Financial LLC | 969 | $295.0K | 0.05% | +23+2.4% | Added |
| M&T Bank Corp | 996 | $304.0K | 0.00% | +86+9.5% | Added |
| Balasa Dinverno & Foltz LLC | 1,021 | $311.0K | 0.02% | −459−31.0% | Reduced |
| Washington Trust Bank | 1,035 | $315.0K | 0.04% | +13+1.3% | Added |
| Kestra Advisory Services, LLC | 1,042 | $317.0K | 0.00% | −102−8.9% | Reduced |
| Fifth Third Bancorp | 1,066 | $325.0K | 0.00% | −5−0.5% | Reduced |
| Umb Bank N A | 1,129 | $344.0K | 0.00% | −8−0.7% | Reduced |
| Occudo Quantitative Strategies LP | 1,169 | $356.0K | 0.03% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,173 | $357.0K | 0.01% | +203+20.9% | Added |
| First Bank & Trust | 1,186 | $361.0K | 0.11% | +79+7.1% | Added |
| Voya Financial Advisors, Inc. | 1,192 | $367.0K | 0.04% | −131−9.9% | Reduced |
| Avestar Capital, LLC | 1,219 | $371.0K | 0.07% | +26+2.2% | Added |
| Belpointe Asset Management LLC | 1,245 | $379.0K | 0.02% | +569+84.2% | Added |
| First Citizens Bank & Trust Co | 1,256 | $383.0K | 0.01% | −11−0.9% | Reduced |
| Symmetry Partners, LLC | 1,273 | $388.0K | 0.02% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2,135 | $394.0K | 0.03% | +257+13.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,375 | $419.0K | 0.08% | −2−0.1% | Reduced |
| Ethic Inc. | 1,425 | $434.0K | 0.03% | +101+7.6% | Added |
| MAI Capital Management | 1,430 | $436.0K | 0.01% | +763+114.4% | Added |
| National Asset Management, Inc. | 1,462 | $446.0K | 0.01% | +164+12.6% | Added |
| Moneta Group Investment Advisors LLC | 1,467 | $447.0K | 0.02% | −38−2.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,488 | $453.0K | 0.01% | +89+6.4% | Added |
| Webster Bank, N. A. | 1,493 | $455.0K | 0.05% | −128−7.9% | Reduced |
| Advisor Partners LLC | 1,510 | $460.0K | 0.03% | −33−2.1% | Reduced |
| Regentatlantic Capital LLC | 1,509 | $460.0K | 0.01% | +2+0.1% | Added |
| HSBC Holdings PLC | 1,502 | $463.0K | 0.00% | −7,537−83.4% | Reduced |
| Compass Ion Advisors, LLC | 1,610 | $490.0K | 0.15% | +11+0.7% | Added |
| Vestmark Advisory Solutions, Inc. | 1,618 | $493.0K | 0.03% | −146−8.3% | Reduced |
| Penserra Capital Management LLC | 1,637 | $498.0K | 0.01% | −442−21.3% | Reduced |
| Profund Advisors LLC | 1,654 | $504.0K | 0.02% | −1−0.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,660 | $506.0K | 0.04% | +19+1.2% | Added |
| Krane Funds Advisors LLC | 1,673 | $510.0K | 0.02% | +259+18.3% | Added |
| Hilltop Holdings Inc. | 1,709 | $520.0K | 0.06% | +36+2.2% | Added |
| Wealth Alliance | 1,710 | $521.0K | 0.11% | −126−6.9% | Reduced |
| Canada Pension Plan Investment Board | 1,725 | $526.0K | 0.00% | +924+115.4% | Added |
| Shelton Capital Management | 1,747 | $532.0K | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,752 | $534.0K | 0.00% | −64−3.5% | Reduced |
| CIBC Asset Management Inc | 1,762 | $537.0K | 0.00% | +8+0.5% | Added |
| Segall Bryant & Hamill, LLC | 1,787 | $544.0K | 0.01% | −100−5.3% | Reduced |
| Shell Asset Management Co | 1,808 | $551.0K | 0.01% | −268−12.9% | Reduced |
| Wolverine Trading, LLC | 1,788 | $551.0K | 0.02% | +1,788 | New |
| Tower Research Capital LLC (TRC) | 1,811 | $552.0K | 0.01% | −1,646−47.6% | Reduced |
| Raymond James Trust N.A. | 1,811 | $552.0K | 0.02% | +361+24.9% | Added |
| First Hawaiian Bank | 1,830 | $558.0K | 0.02% | +2+0.1% | Added |
| Cetera Investment Advisers | 1,870 | $570.0K | 0.01% | +52+2.9% | Added |
| Kenfarb & Co. | 1,895 | $577.0K | 0.46% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 1,897 | $578.0K | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,944 | $592.0K | 0.00% | +97+5.3% | Added |
| Groesbeck Investment Management Corp | 1,980 | $603.0K | 0.68% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 1,995 | $608.0K | 0.11% | +44+2.3% | Added |
| Donaldson Capital Management, LLC | 2,009 | $612.0K | 0.03% | +97+5.1% | Added |
| Baker Tilly Wealth Management, LLC | 2,018 | $615.0K | 0.07% | −299−12.9% | Reduced |
| Insight Folios Inc | 2,027 | $618.0K | 0.28% | +129+6.8% | Added |