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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 1,944 | $592.0K | 0.00% | +97+5.3% | Added |
| Parsons Capital Management Inc | 1,897 | $578.0K | 0.04% | 00.0% | Unchanged |
| Kenfarb & Co. | 1,895 | $577.0K | 0.46% | 00.0% | Unchanged |
| Cetera Investment Advisers | 1,870 | $570.0K | 0.01% | +52+2.9% | Added |
| First Hawaiian Bank | 1,830 | $558.0K | 0.02% | +2+0.1% | Added |
| 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 |
| 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 |
| Segall Bryant & Hamill, LLC | 1,787 | $544.0K | 0.01% | −100−5.3% | Reduced |
| CIBC Asset Management Inc | 1,762 | $537.0K | 0.00% | +8+0.5% | Added |
| Guggenheim Capital LLC | 1,752 | $534.0K | 0.00% | −64−3.5% | Reduced |
| Shelton Capital Management | 1,747 | $532.0K | 0.02% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 1,725 | $526.0K | 0.00% | +924+115.4% | Added |
| Wealth Alliance | 1,710 | $521.0K | 0.11% | −126−6.9% | Reduced |
| Hilltop Holdings Inc. | 1,709 | $520.0K | 0.06% | +36+2.2% | Added |
| Krane Funds Advisors LLC | 1,673 | $510.0K | 0.02% | +259+18.3% | Added |
| Moody Lynn & Lieberson, LLC | 1,660 | $506.0K | 0.04% | +19+1.2% | Added |
| Profund Advisors LLC | 1,654 | $504.0K | 0.02% | −1−0.1% | Reduced |
| Penserra Capital Management LLC | 1,637 | $498.0K | 0.01% | −442−21.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,618 | $493.0K | 0.03% | −146−8.3% | Reduced |
| Compass Ion Advisors, LLC | 1,610 | $490.0K | 0.15% | +11+0.7% | Added |
| HSBC Holdings PLC | 1,502 | $463.0K | 0.00% | −7,537−83.4% | 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 |
| Webster Bank, N. A. | 1,493 | $455.0K | 0.05% | −128−7.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,488 | $453.0K | 0.01% | +89+6.4% | Added |
| Moneta Group Investment Advisors LLC | 1,467 | $447.0K | 0.02% | −38−2.5% | Reduced |
| National Asset Management, Inc. | 1,462 | $446.0K | 0.01% | +164+12.6% | Added |
| MAI Capital Management | 1,430 | $436.0K | 0.01% | +763+114.4% | Added |
| Ethic Inc. | 1,425 | $434.0K | 0.03% | +101+7.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,375 | $419.0K | 0.08% | −2−0.1% | Reduced |
| Sofos Investments, Inc. | 2,135 | $394.0K | 0.03% | +257+13.7% | Added |
| Symmetry Partners, LLC | 1,273 | $388.0K | 0.02% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 1,256 | $383.0K | 0.01% | −11−0.9% | Reduced |
| Belpointe Asset Management LLC | 1,245 | $379.0K | 0.02% | +569+84.2% | Added |
| Avestar Capital, LLC | 1,219 | $371.0K | 0.07% | +26+2.2% | Added |
| Voya Financial Advisors, Inc. | 1,192 | $367.0K | 0.04% | −131−9.9% | Reduced |
| First Bank & Trust | 1,186 | $361.0K | 0.11% | +79+7.1% | Added |
| Integrated Wealth Concepts LLC | 1,173 | $357.0K | 0.01% | +203+20.9% | Added |
| Occudo Quantitative Strategies LP | 1,169 | $356.0K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 1,129 | $344.0K | 0.00% | −8−0.7% | Reduced |
| Fifth Third Bancorp | 1,066 | $325.0K | 0.00% | −5−0.5% | Reduced |
| Kestra Advisory Services, LLC | 1,042 | $317.0K | 0.00% | −102−8.9% | Reduced |
| Washington Trust Bank | 1,035 | $315.0K | 0.04% | +13+1.3% | Added |
| Balasa Dinverno & Foltz LLC | 1,021 | $311.0K | 0.02% | −459−31.0% | Reduced |
| M&T Bank Corp | 996 | $304.0K | 0.00% | +86+9.5% | Added |
| Lake Street Financial LLC | 969 | $295.0K | 0.05% | +23+2.4% | Added |
| Park National Corp | 965 | $294.0K | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 955 | $291.0K | 0.00% | +13+1.4% | Added |
| 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 |
| 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 |
| Diversified Trust Co | 939 | $286.0K | 0.01% | 00.0% | Unchanged |
| Wealth Management Solutions, LLC | 940 | $286.0K | 0.15% | +5+0.5% | Added |
| Van Eck Associates Corp | 930 | $283.0K | 0.00% | +128+16.0% | Added |
| Wakefield Asset Management LLLP | 925 | $282.0K | 0.10% | +6+0.7% | Added |
| Parkside Financial Bank & Trust | 920 | $280.0K | 0.07% | −732−44.3% | Reduced |
| Quadrature Capital Ltd | 915 | $279.0K | 0.01% | +200+28.0% | Added |
| Ellevest, Inc. | 914 | $278.0K | 0.02% | +11+1.2% | Added |
| Fox Run Management, L.L.C. | 910 | $277.0K | 0.15% | +910 | New |
| Versor Investments LP | 895 | $273.0K | 0.01% | +895 | New |
| Longfellow Investment Management Co LLC | 864 | $264.0K | 0.04% | 00.0% | Unchanged |
| Corton Capital Inc. | 863 | $263.0K | 0.11% | +863 | New |
| APG Asset Management N.V. | 900 | $246.0K | 0.00% | +900 | New |
| StoneX Group Inc. | 806 | $245.5K | 0.02% | −45−5.3% | 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 |
| CWM Advisors, LLC | 769 | $234.0K | 0.03% | −12−1.5% | Reduced |
| Signaturefd, LLC | 766 | $233.0K | 0.01% | +14+1.9% | Added |
| Point72 Hong Kong Ltd | 762 | $232.0K | 0.02% | +762 | New |
| Cetera Advisor Networks LLC | 750 | $229.0K | 0.00% | +750 | New |
| Unigestion Holding SA | 740 | $228.0K | 0.01% | −70−8.6% | Reduced |
| Ci Investments Inc. | 735 | $224.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Veritable, L.P. | 708 | $216.0K | 0.00% | −271−27.7% | Reduced |
| HRT Financial LP | 698 | $212.0K | 0.00% | +698 | New |
| Fort Point Capital Partners LLC | 684 | $208.0K | 0.03% | −22−3.1% | Reduced |
| 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 |
| Triad Investment Management | 659 | $201.0K | 0.19% | 00.0% | Unchanged |
| Covestor Ltd | 653 | $199.0K | 0.14% | +345+112.0% | Added |
| Gladius Capital Management LP | 648 | $198.0K | 0.07% | −56−8.0% | Reduced |
| Heritage Wealth Advisors | 643 | $196.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 638 | $194.0K | 0.01% | +523+454.8% | Added |
| TD Private Client Wealth LLC | 635 | $193.4K | 0.01% | −1,241−66.2% | Reduced |
| FourThought Financial, LLC | 624 | $190.0K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 500 | $152.0K | 0.05% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 486 | $148.0K | 0.02% | +282+138.2% | Added |
| First Horizon Advisors, Inc. | 479 | $146.0K | 0.01% | −219−31.4% | Reduced |
| JJJ Advisors Inc. | 456 | $139.0K | 0.04% | −88−16.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 425 | $129.0K | 0.00% | +425 | New |
| American Research & Management Co. | 400 | $122.0K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 639 | $117.0K | 0.00% | +381+147.7% | Added |