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 |
|---|---|---|---|---|---|
| First Manhattan Co | 360 | $109.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 323 | $98.0K | 0.00% | −309−48.9% | Reduced |
| Ellis Investment Partners, LLC | 298 | $90.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 288 | $88.0K | 0.00% | −25−8.0% | Reduced |
| Huntington National Bank | 274 | $84.0K | 0.00% | −27−9.0% | Reduced |
| Lumature Wealth Partners, LLC | 265 | $81.0K | 0.03% | +153+136.6% | Added |
| Endurance Wealth Management, Inc. | 245 | $75.0K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 230 | $70.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 215 | $65.0K | 0.01% | +92+74.8% | Added |
| Prospera Financial Services Inc | 197 | $60.0K | 0.00% | +197 | New |
| GHP Investment Advisors, Inc. | 185 | $56.0K | 0.00% | +185 | New |
| Private Capital Group, LLC | 179 | $55.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 179 | $54.0K | 0.00% | +150+517.2% | Added |
| HM Payson & Co | 164 | $50.0K | 0.00% | −12−6.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 162 | $50.0K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 161 | $49.0K | 0.00% | −87−35.1% | Reduced |
| Nomura Asset Management Co Ltd | 155 | $47.2K | 0.00% | +155 | New |
| Resources Management Corp | 150 | $46.0K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 140 | $43.0K | 0.02% | +109+351.6% | Added |
| Concord Wealth Partners | 124 | $38.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 115 | $35.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 114 | $34.7K | 0.00% | −92−44.7% | Reduced |
| Massmutual Trust Co FSB | 112 | $34.0K | 0.00% | −2−1.8% | Reduced |
| National Bank of Canada | 104 | $32.0K | 0.00% | −75−41.9% | Reduced |
| O'Dell Group, LLC | 104 | $32.0K | 0.01% | +104 | New |
| GoalVest Advisory LLC | 104 | $32.0K | 0.02% | +104 | New |
| Gemmer Asset Management LLC | 101 | $30.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 100 | $30.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 100 | $30.0K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 100 | $30.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 94 | $29.0K | 0.00% | −2−2.1% | Reduced |
| Accel Wealth Management | 90 | $27.0K | 0.01% | +1+1.1% | Added |
| Vigilant Capital Management, LLC | 87 | $27.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 81 | $25.0K | 0.00% | −2,072−96.2% | Reduced |
| Fieldpoint Private Securities, LLC | 80 | $24.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 76 | $23.0K | 0.00% | 00.0% | Unchanged |
| De Burlo Group Inc | 75 | $22.8K | 0.00% | +75 | New |
| Spire Wealth Management | 69 | $21.0K | 0.00% | −60−46.5% | Reduced |
| Regency Capital Management Inc. | 65 | $20.0K | 0.01% | −6,544−99.0% | Reduced |
| HC Financial Advisors Inc | 66 | $20.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 63 | $19.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 64 | $19.0K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 60 | $18.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 59 | $18.0K | 0.01% | +4+7.3% | Added |
| Wolff Wiese Magana LLC | 59 | $18.0K | 0.01% | +59 | New |
| PSI Advisors, LLC | 50 | $15.0K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 40 | $12.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 41 | $12.0K | 0.00% | +35+583.3% | Added |
| Rosenberg Matthew Hamilton | 35 | $11.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 35 | $11.0K | 0.00% | +35 | New |
| Global Retirement Partners, LLC | 46 | $11.0K | 0.00% | +46 | New |
| Jones Financial Companies LLLP | 32 | $10.0K | 0.00% | −17−34.7% | Reduced |
| American National Bank | 32 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 32 | $10.0K | 0.00% | +4+14.3% | Added |
| Country Trust Bank | 30 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 30 | $9.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 30 | $9.00K | 0.00% | +30 | New |
| Whittier Trust Co of Nevada Inc | 28 | $9.00K | 0.00% | +28 | New |
| EverSource Wealth Advisors, LLC | 30 | $9.00K | 0.00% | +30 | New |
| Federation des caisses Desjardins du Quebec | 27 | $8.22K | 0.00% | +27 | New |
| Versant Capital Management, Inc | 26 | $8.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 24 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 23 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 23 | $7.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 23 | $7.00K | 0.00% | +4+21.1% | Added |
| TD Waterhouse Canada Inc. | 21 | $6.39K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 21 | $6.00K | 0.00% | +15+250.0% | Added |
| Schubert & Co | 19 | $6.00K | 0.01% | +14+280.0% | Added |
| Aspire Private Capital, LLC | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 16 | $4.87K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 13 | $4.00K | 0.00% | +13 | New |
| Sageworth Trust Co of South Dakota | 10 | $3.00K | 0.01% | −54−84.4% | Reduced |
| SRS Capital Advisors, Inc. | 9 | $3.00K | 0.00% | −7−43.8% | Reduced |
| Bourgeon Capital Management LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 9 | $3.00K | 0.00% | +9 | New |
| Albion Financial Group | 10 | $3.00K | 0.00% | +10 | New |
| MCF Advisors LLC | 9 | $3.00K | 0.00% | +9 | New |
| CNB Bank | 8 | $2.00K | 0.00% | +8 | New |
| Castleview Partners, LLC | 9 | $2.00K | 0.00% | +9 | New |
| Cordant, Inc. | 7 | $2.00K | 0.00% | +7 | New |
| Caldwell Trust Co | 5 | $1.52K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 5 | $1.52K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 3 | $1.00K | 0.00% | +3 | New |
| Koshinski Asset Management, Inc. | 3 | $914 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 3 | $914 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $609 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1 | $0 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −44,181−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −39,195−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −30,414−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −26,469−100.0% | Sold out |
| Quantum Capital Management, LLC | 0 | $0 | 0.00% | −26,410−100.0% | Sold out |