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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 2,083 | $635.0K | 0.00% | +101+5.1% | Added |
| Parallel Advisors, LLC | 2,095 | $646.0K | 0.03% | +100+5.0% | Added |
| J. W. Coons Advisors, LLC | 2,119 | $647.0K | 0.19% | +30+1.4% | Added |
| Financial Advisory Service, Inc. | 2,132 | $649.0K | 0.06% | +8+0.4% | Added |
| Silvercrest Asset Management Group LLC | 2,150 | $655.0K | 0.00% | −13−0.6% | Reduced |
| Simplex Trading, LLC | 2,169 | $660.0K | 0.02% | +910+72.3% | Added |
| Ensemble Capital Management, LLC | 2,235 | $681.0K | 0.06% | 00.0% | Unchanged |
| Pictet Asset Management SA | 2,258 | $688.0K | 0.00% | +221+10.8% | Added |
| Millennium Management LLC | 2,269 | $691.0K | 0.00% | −76,479−97.1% | Reduced |
| Icon Wealth Partners, LLC | 2,267 | $691.0K | 0.07% | −327−12.6% | Reduced |
| American Century Companies Inc | 2,280 | $695.0K | 0.00% | +265+13.2% | Added |
| Crawford Investment Counsel Inc | 2,340 | $713.0K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 2,384 | $726.0K | 0.01% | +2,384 | New |
| Cetera Advisors LLC | 2,386 | $727.0K | 0.01% | −1,328−35.8% | Reduced |
| Capital Investment Advisory Services, LLC | 2,485 | $757.0K | 0.08% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 2,490 | $759.0K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 2,514 | $766.0K | 0.00% | −688−21.5% | Reduced |
| Empowered Funds, LLC | 2,533 | $772.0K | 0.08% | +289+12.9% | Added |
| Eqis Capital Management, Inc. | 2,547 | $776.0K | 0.07% | −1,048−29.2% | Reduced |
| Capital Analysts, LLC | 2,580 | $786.0K | 0.05% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2,580 | $786.0K | 0.10% | +80+3.2% | Added |
| CoreCap Advisors, LLC | 2,602 | $793.0K | 0.05% | −193−6.9% | Reduced |
| ProShare Advisors LLC | 2,674 | $815.0K | 0.00% | −472−15.0% | Reduced |
| Brown Brothers Harriman & Co | 2,710 | $826.0K | 0.01% | +231+9.3% | Added |
| Donoghue Forlines LLC | 2,741 | $835.0K | 0.18% | +472+20.8% | Added |
| Cox Capital Mgt LLC | 2,755 | $839.0K | 0.53% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 2,770 | $844.0K | 0.04% | +2,770 | New |
| DekaBank Deutsche Girozentrale | 2,750 | $847.0K | 0.00% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 2,801 | $853.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 2,844 | $866.0K | 0.53% | +2,842+142,100.0% | Added |
| Change Path, LLC | 2,923 | $891.0K | 0.05% | +194+7.1% | Added |
| JustInvest LLC | 2,941 | $896.0K | 0.04% | +892+43.5% | Added |
| Securian Asset Management, Inc | 2,957 | $901.0K | 0.02% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 2,960 | $902.0K | 0.14% | +1,582+114.8% | Added |
| Creative Planning | 2,980 | $908.0K | 0.00% | +580+24.2% | Added |
| Hunter Associates Investment Management LLC | 3,000 | $914.0K | 0.29% | 00.0% | Unchanged |
| Scopus Asset Management, L.P. | 3,000 | $914.0K | 0.03% | +3,000 | New |
| Crossmark Global Holdings, Inc. | 3,004 | $915.0K | 0.02% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 3,014 | $918.0K | 0.00% | −37,282−92.5% | Reduced |
| Gotham Asset Management, LLC | 3,120 | $950.0K | 0.03% | −2,553−45.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,117 | $950.0K | 0.00% | −166−5.1% | Reduced |
| Chicago Trust Co NA | 3,117 | $950.0K | 0.20% | −60−1.9% | Reduced |
| Aigen Investment Management, LP | 3,192 | $972.0K | 0.17% | +2,255+240.7% | Added |
| Jump Financial, LLC | 3,200 | $975.0K | 0.04% | +1,100+52.4% | Added |
| Regions Financial Corp | 3,230 | $984.0K | 0.01% | +44+1.4% | Added |
| Deutsche Bank AG | 3,232 | $985.0K | 0.00% | −28,971−90.0% | Reduced |
| Gsa Capital Partners LLP | 3,322 | $1.01M | 0.14% | +3,322 | New |
| Jane Street Group, LLC | 3,429 | $1.04M | 0.00% | −356−9.4% | Reduced |
| Lindenwold Advisors | 3,494 | $1.06M | 0.65% | +180+5.4% | Added |
| FDx Advisors, Inc. | 3,497 | $1.06M | 0.04% | −357−9.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,575 | $1.09M | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 3,602 | $1.10M | 0.02% | −86−2.3% | Reduced |
| Tudor Investment Corp Et Al | 3,648 | $1.11M | 0.03% | −951−20.7% | Reduced |
| KBC Group NV | 3,907 | $1.19M | 0.00% | +3,526+925.5% | Added |
| Susquehanna Fundamental Investments, LLC | 3,925 | $1.20M | 0.02% | +2,550+185.5% | Added |
| Public Employees Retirement Association of Colorado | 4,143 | $1.26M | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,240 | $1.29M | 0.01% | −134−3.1% | Reduced |
| Blueshift Asset Management, LLC | 4,257 | $1.30M | 0.12% | +4,257 | New |
| Stephens Inc | 4,321 | $1.32M | 0.02% | −285−6.2% | Reduced |
| RFG Advisory, LLC | 4,339 | $1.32M | 0.08% | −4−0.1% | Reduced |
| Alpha Omega Wealth Management LLC | 4,362 | $1.33M | 0.21% | 00.0% | Unchanged |
| Rational Advisors LLC | 4,362 | $1.33M | 0.08% | +4,362 | New |
| Robeco Institutional Asset Management B.V. | 4,471 | $1.36M | 0.00% | −2,782−38.4% | Reduced |
| Prudential Financial Inc | 4,487 | $1.37M | 0.00% | −241−5.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,522 | $1.38M | 0.12% | −878−16.3% | Reduced |
| State of Alaska, Department of Revenue | 4,649 | $1.42M | 0.01% | −135−2.8% | Reduced |
| Alberta Investment Management Corp | 4,800 | $1.46M | 0.01% | +4,800 | New |
| Schechter Investment Advisors, LLC | 4,895 | $1.49M | 0.14% | −6−0.1% | Reduced |
| Winton Group Ltd | 4,905 | $1.49M | 0.08% | −420−7.9% | Reduced |
| Barbara Oil Co. | 5,000 | $1.52M | 0.70% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 5,132 | $1.56M | 0.00% | −615−10.7% | Reduced |
| UBS Group AG | 5,145 | $1.57M | 0.00% | −5,889−53.4% | Reduced |
| Atria Investments LLC | 5,282 | $1.61M | 0.03% | −390−6.9% | Reduced |
| Captrust Financial Advisors | 5,308 | $1.62M | 0.01% | −4,022−43.1% | Reduced |
| Advisor Group Holdings, Inc. | 5,254 | $1.67M | 0.00% | +332+6.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,486 | $1.67M | 0.04% | +11+0.2% | Added |
| Cutter & CO Brokerage, Inc. | 5,547 | $1.69M | 0.50% | 00.0% | Unchanged |
| Lee Financial Co | 5,594 | $1.70M | 0.30% | +8+0.1% | Added |
| Voya Investment Management LLC | 5,638 | $1.72M | 0.00% | +51+0.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,680 | $1.73M | 0.09% | +2,797+97.0% | Added |
| Taylor Frigon Capital Management LLC | 5,749 | $1.75M | 0.65% | −89−1.5% | Reduced |
| Utah Retirement Systems | 5,810 | $1.77M | 0.02% | −100−1.7% | Reduced |
| Virginia Retirement Systems Et Al | 5,900 | $1.80M | 0.02% | +1,000+20.4% | Added |
| Tocqueville Asset Management L.P. | 5,979 | $1.82M | 0.03% | −172−2.8% | Reduced |
| Coldstream Capital Management Inc | 5,993 | $1.83M | 0.06% | −2,352−28.2% | Reduced |
| K.J. Harrison & Partners Inc | 6,018 | $1.83M | 0.29% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 6,230 | $1.90M | 0.08% | +20+0.3% | Added |
| AIA Group Ltd | 6,508 | $1.98M | 0.09% | −10,324−61.3% | Reduced |
| Intercontinental Wealth Advisors, LLC | 6,644 | $2.02M | 0.46% | −25−0.4% | Reduced |
| Aptus Capital Advisors, LLC | 6,762 | $2.06M | 0.06% | +504+8.1% | Added |
| Benjamin Edwards Inc | 6,787 | $2.07M | 0.60% | +570+9.2% | Added |
| New Mexico Educational Retirement Board | 6,800 | $2.07M | 0.08% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 6,805 | $2.07M | 0.06% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 6,806 | $2.07M | 0.01% | +445+7.0% | Added |
| Two Sigma Advisers, LP | 6,900 | $2.10M | 0.01% | +5,800+527.3% | Added |
| Aviance Capital Partners, LLC | 7,000 | $2.13M | 0.39% | +7,000 | New |
| Hennion & Walsh Asset Management, Inc. | 7,029 | $2.14M | 0.11% | −329−4.5% | Reduced |
| Centaurus Financial, Inc. | 7,095 | $2.16M | 0.17% | −511−6.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,219 | $2.20M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 7,335 | $2.23M | 0.00% | +776+11.8% | Added |