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 |
|---|---|---|---|---|---|
| Carlson Capital L P | 0 | $0 | 0.00% | −22,714−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −22,270−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −12,862−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −11,418−100.0% | Sold out |
| Cna Financial Corp | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −6,232−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −6,027−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −5,903−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −5,737−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −5,303−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −4,991−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,569−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −4,137−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −3,425−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −3,179−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,016−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −2,540−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −2,594−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −2,347−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −2,181−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −2,084−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −1,975−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −1,968−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −1,942−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −1,779−100.0% | Sold out |
| Astrantus Ltd | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,360−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −1,336−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −1,225−100.0% | Sold out |
| Fulcrum Equity Management | 0 | $0 | 0.00% | −1,091−100.0% | Sold out |
| Pendal Group Limited | 0 | $0 | 0.00% | −1,076−100.0% | Sold out |
| Wealthfront Advisers LLC | 0 | $0 | 0.00% | −989−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −953−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −903−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −906−100.0% | Sold out |
| Autumn Glory Partners, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −798−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −792−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −791−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −743−100.0% | Sold out |
| Fort, L.P. | 0 | $0 | 0.00% | −726−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| River Wealth Advisors LLC | 0 | $0 | 0.00% | −653−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −647−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −478−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −433−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| Rather & Kittrell, Inc. | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Hanson & Doremus Investment Management | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Metatron Capital SICAV plc | – | – | – | – | Not filed |
| 6 Meridian | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |
| Carroll Financial Associates, Inc. | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |