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 |
|---|---|---|---|---|---|
| Two Sigma Advisers, LP | 6,900 | $2.10M | 0.01% | +5,800+527.3% | Added |
| 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 |
| New Mexico Educational Retirement Board | 6,800 | $2.07M | 0.08% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 6,787 | $2.07M | 0.60% | +570+9.2% | Added |
| Aptus Capital Advisors, LLC | 6,762 | $2.06M | 0.06% | +504+8.1% | Added |
| Intercontinental Wealth Advisors, LLC | 6,644 | $2.02M | 0.46% | −25−0.4% | Reduced |
| AIA Group Ltd | 6,508 | $1.98M | 0.09% | −10,324−61.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 6,230 | $1.90M | 0.08% | +20+0.3% | Added |
| K.J. Harrison & Partners Inc | 6,018 | $1.83M | 0.29% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 5,993 | $1.83M | 0.06% | −2,352−28.2% | Reduced |
| Tocqueville Asset Management L.P. | 5,979 | $1.82M | 0.03% | −172−2.8% | Reduced |
| Virginia Retirement Systems Et Al | 5,900 | $1.80M | 0.02% | +1,000+20.4% | Added |
| Utah Retirement Systems | 5,810 | $1.77M | 0.02% | −100−1.7% | Reduced |
| Taylor Frigon Capital Management LLC | 5,749 | $1.75M | 0.65% | −89−1.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,680 | $1.73M | 0.09% | +2,797+97.0% | Added |
| Voya Investment Management LLC | 5,638 | $1.72M | 0.00% | +51+0.9% | Added |
| Lee Financial Co | 5,594 | $1.70M | 0.30% | +8+0.1% | Added |
| Cutter & CO Brokerage, Inc. | 5,547 | $1.69M | 0.50% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 5,486 | $1.67M | 0.04% | +11+0.2% | Added |
| Advisor Group Holdings, Inc. | 5,254 | $1.67M | 0.00% | +332+6.7% | Added |
| Captrust Financial Advisors | 5,308 | $1.62M | 0.01% | −4,022−43.1% | Reduced |
| Atria Investments LLC | 5,282 | $1.61M | 0.03% | −390−6.9% | Reduced |
| UBS Group AG | 5,145 | $1.57M | 0.00% | −5,889−53.4% | Reduced |
| Federated Hermes, Inc. | 5,132 | $1.56M | 0.00% | −615−10.7% | Reduced |
| Barbara Oil Co. | 5,000 | $1.52M | 0.70% | 00.0% | Unchanged |
| Winton Group Ltd | 4,905 | $1.49M | 0.08% | −420−7.9% | Reduced |
| Schechter Investment Advisors, LLC | 4,895 | $1.49M | 0.14% | −6−0.1% | Reduced |
| Alberta Investment Management Corp | 4,800 | $1.46M | 0.01% | +4,800 | New |
| State of Alaska, Department of Revenue | 4,649 | $1.42M | 0.01% | −135−2.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,522 | $1.38M | 0.12% | −878−16.3% | Reduced |
| Prudential Financial Inc | 4,487 | $1.37M | 0.00% | −241−5.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 4,471 | $1.36M | 0.00% | −2,782−38.4% | 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 |
| RFG Advisory, LLC | 4,339 | $1.32M | 0.08% | −4−0.1% | Reduced |
| Stephens Inc | 4,321 | $1.32M | 0.02% | −285−6.2% | Reduced |
| Blueshift Asset Management, LLC | 4,257 | $1.30M | 0.12% | +4,257 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,240 | $1.29M | 0.01% | −134−3.1% | Reduced |
| Public Employees Retirement Association of Colorado | 4,143 | $1.26M | 0.01% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 3,925 | $1.20M | 0.02% | +2,550+185.5% | Added |
| KBC Group NV | 3,907 | $1.19M | 0.00% | +3,526+925.5% | Added |
| Tudor Investment Corp Et Al | 3,648 | $1.11M | 0.03% | −951−20.7% | Reduced |
| Xponance, Inc. | 3,602 | $1.10M | 0.02% | −86−2.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,575 | $1.09M | 0.00% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 3,497 | $1.06M | 0.04% | −357−9.3% | Reduced |
| Lindenwold Advisors | 3,494 | $1.06M | 0.65% | +180+5.4% | Added |
| Jane Street Group, LLC | 3,429 | $1.04M | 0.00% | −356−9.4% | Reduced |
| Gsa Capital Partners LLP | 3,322 | $1.01M | 0.14% | +3,322 | New |
| Deutsche Bank AG | 3,232 | $985.0K | 0.00% | −28,971−90.0% | Reduced |
| Regions Financial Corp | 3,230 | $984.0K | 0.01% | +44+1.4% | Added |
| Jump Financial, LLC | 3,200 | $975.0K | 0.04% | +1,100+52.4% | Added |
| Aigen Investment Management, LP | 3,192 | $972.0K | 0.17% | +2,255+240.7% | Added |
| 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 |
| D. E. Shaw & Co., Inc. | 3,014 | $918.0K | 0.00% | −37,282−92.5% | Reduced |
| Crossmark Global Holdings, Inc. | 3,004 | $915.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Creative Planning | 2,980 | $908.0K | 0.00% | +580+24.2% | Added |
| Quantinno Capital Management LP | 2,960 | $902.0K | 0.14% | +1,582+114.8% | Added |
| Securian Asset Management, Inc | 2,957 | $901.0K | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 2,941 | $896.0K | 0.04% | +892+43.5% | Added |
| Change Path, LLC | 2,923 | $891.0K | 0.05% | +194+7.1% | Added |
| Strengthening Families & Communities, LLC | 2,844 | $866.0K | 0.53% | +2,842+142,100.0% | Added |
| WCM Investment Management, LLC | 2,801 | $853.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 2,750 | $847.0K | 0.00% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 2,770 | $844.0K | 0.04% | +2,770 | New |
| Cox Capital Mgt LLC | 2,755 | $839.0K | 0.53% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 2,741 | $835.0K | 0.18% | +472+20.8% | Added |
| Brown Brothers Harriman & Co | 2,710 | $826.0K | 0.01% | +231+9.3% | Added |
| ProShare Advisors LLC | 2,674 | $815.0K | 0.00% | −472−15.0% | Reduced |
| CoreCap Advisors, LLC | 2,602 | $793.0K | 0.05% | −193−6.9% | 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 |
| Eqis Capital Management, Inc. | 2,547 | $776.0K | 0.07% | −1,048−29.2% | Reduced |
| Empowered Funds, LLC | 2,533 | $772.0K | 0.08% | +289+12.9% | Added |
| Mercer Global Advisors Inc | 2,514 | $766.0K | 0.00% | −688−21.5% | Reduced |
| Maryland State Retirement & Pension System | 2,490 | $759.0K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 2,485 | $757.0K | 0.08% | 00.0% | Unchanged |
| Cetera Advisors LLC | 2,386 | $727.0K | 0.01% | −1,328−35.8% | Reduced |
| Cerity Partners LLC | 2,384 | $726.0K | 0.01% | +2,384 | New |
| Crawford Investment Counsel Inc | 2,340 | $713.0K | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 2,280 | $695.0K | 0.00% | +265+13.2% | 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 |
| Pictet Asset Management SA | 2,258 | $688.0K | 0.00% | +221+10.8% | Added |
| Ensemble Capital Management, LLC | 2,235 | $681.0K | 0.06% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,169 | $660.0K | 0.02% | +910+72.3% | Added |
| Silvercrest Asset Management Group LLC | 2,150 | $655.0K | 0.00% | −13−0.6% | Reduced |
| Financial Advisory Service, Inc. | 2,132 | $649.0K | 0.06% | +8+0.4% | Added |
| J. W. Coons Advisors, LLC | 2,119 | $647.0K | 0.19% | +30+1.4% | Added |
| Parallel Advisors, LLC | 2,095 | $646.0K | 0.03% | +100+5.0% | Added |
| MML Investors Services, LLC | 2,083 | $635.0K | 0.00% | +101+5.1% | Added |
| Insight Folios Inc | 2,027 | $618.0K | 0.28% | +129+6.8% | Added |
| Baker Tilly Wealth Management, LLC | 2,018 | $615.0K | 0.07% | −299−12.9% | Reduced |
| Donaldson Capital Management, LLC | 2,009 | $612.0K | 0.03% | +97+5.1% | Added |
| TrinityPoint Wealth, LLC | 1,995 | $608.0K | 0.11% | +44+2.3% | Added |
| Groesbeck Investment Management Corp | 1,980 | $603.0K | 0.68% | 00.0% | Unchanged |