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, Q2 2022
Institutional positions in Watsco Inc as of Jun 30, 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
- 516
- +28 vs. Q1 2022
- Shares held
- 32.4M
- +1.53M (+5.0%) vs. Q1 2022
- Total value
- $7.74B
- −$1.66B (−17.7%) vs. Q1 2022
- New holders
- 84
- 200 more added
- Sold out
- 56
- 157 more reduced
7 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 3,930,136 | $938.6M | 0.03% | +147,286+3.9% | Added |
| Vanguard Group Inc | 3,244,192 | $774.8M | 0.02% | −81,766−2.5% | Reduced |
| Baillie Gifford & Co | 2,171,913 | $518.7M | 0.53% | +102,460+5.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,715,254 | $409.6M | 1.29% | +152,610+9.8% | Added |
| Charles Schwab Investment Management Inc | 1,221,082 | $291.6M | 0.10% | +66,139+5.7% | Added |
| Capital World Investors | 1,125,327 | $268.8M | 0.06% | −2,616−0.2% | Reduced |
| FMR LLC | 1,006,680 | $240.4M | 0.02% | +54,928+5.8% | Added |
| State Street Corp | 891,340 | $212.9M | 0.01% | −13,669−1.5% | Reduced |
| Wellington Management Group LLP | 698,046 | $166.7M | 0.03% | −20,779−2.9% | Reduced |
| Neuberger Berman Group LLC | 688,215 | $164.4M | 0.17% | −42,421−5.8% | Reduced |
| Blair William & Co | 583,517 | $139.4M | 0.62% | −3,998−0.7% | Reduced |
| Geode Capital Management, LLC | 559,523 | $133.6M | 0.02% | +52,763+10.4% | Added |
| Davenport & Co LLC | 537,955 | $128.4M | 1.07% | −51,895−8.8% | Reduced |
| Wells Fargo & Company | 532,869 | $127.3M | 0.04% | +148,637+38.7% | Added |
| Bank of New York Mellon Corp | 523,853 | $125.1M | 0.03% | +21,322+4.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 516,314 | $123.3M | 0.32% | +207,046+66.9% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 443,750 | $106.0M | 1.52% | +25,000+6.0% | Added |
| Boston Financial Mangement LLC | 360,565 | $86.1M | 3.71% | +550+0.2% | Added |
| First Trust Advisors LP | 346,174 | $82.7M | 0.10% | +100,266+40.8% | Added |
| Morgan Stanley | 301,355 | $72.0M | 0.01% | +116,926+63.4% | Added |
| Swedbank AB | 297,900 | $71.1M | 0.16% | −55,200−15.6% | Reduced |
| Price T Rowe Associates Inc | 268,820 | $64.2M | 0.01% | +36,010+15.5% | Added |
| Caledonia Investments PLC | 268,784 | $64.2M | 10.86% | 00.0% | Unchanged |
| Northern Trust Corp | 266,075 | $63.5M | 0.01% | −34,137−11.4% | Reduced |
| Schroder Investment Management Group | 262,821 | $62.5M | 0.10% | +142,292+118.1% | Added |
| Raymond James & Associates | 252,430 | $60.3M | 0.06% | +48,824+24.0% | Added |
| Dimensional Fund Advisors LP | 235,359 | $56.2M | 0.02% | +6,777+3.0% | Added |
| Anchor Capital Advisors LLC | 231,757 | $55.3M | 1.40% | −2,053−0.9% | Reduced |
| Bahl & Gaynor Inc | 229,213 | $54.7M | 0.36% | +17,667+8.4% | Added |
| Welch & Forbes LLC | 215,661 | $51.5M | 0.94% | +4,030+1.9% | Added |
| Norges Bank | 213,283 | $50.9M | 0.01% | −31,759−13.0% | Reduced |
| Bank of America Corp | 186,687 | $44.6M | 0.01% | +2,250+1.2% | Added |
| Nordea Investment Management AB | 182,004 | $43.1M | 0.06% | −23,684−11.5% | Reduced |
| Goldman Sachs Group Inc | 178,531 | $42.6M | 0.01% | −5,860−3.2% | Reduced |
| Macquarie Group Ltd | 173,606 | $41.5M | 0.05% | +7,354+4.4% | Added |
| Dearborn Partners LLC | 172,952 | $41.3M | 1.74% | −737−0.4% | Reduced |
| Premier Fund Managers Ltd | 165,000 | $39.3M | 1.74% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 159,515 | $39.0M | 3.67% | −8,785−5.2% | Reduced |
| Victory Capital Management Inc | 162,267 | $38.8M | 0.04% | +26,745+19.7% | Added |
| Howland Capital Management LLC | 157,602 | $37.6M | 2.31% | +658+0.4% | Added |
| Eaton Vance Management | 149,394 | $35.7M | 0.05% | −8,074−5.1% | Reduced |
| GW&K Investment Management, LLC | 149,337 | $35.7M | 0.38% | +763+0.5% | Added |
| Handelsbanken Fonder AB | 141,958 | $33.9M | 0.22% | +7,400+5.5% | Added |
| Principal Financial Group Inc | 131,136 | $31.3M | 0.02% | +18,864+16.8% | Added |
| Natixis Advisors, L.P. | 129,657 | $31.0M | 0.14% | +3,081+2.4% | Added |
| Washington Trust Co | 128,943 | $30.8M | 1.45% | −954−0.7% | Reduced |
| Riverbridge Partners LLC | 116,887 | $27.9M | 0.45% | −27,839−19.2% | Reduced |
| Invesco Ltd. | 116,453 | $27.8M | 0.01% | −21,006−15.3% | Reduced |
| Envestnet Asset Management Inc | 114,003 | $27.2M | 0.02% | +40,466+55.0% | Added |
| Rhumbline Advisers | 109,288 | $26.1M | 0.04% | +8,897+8.9% | Added |
| Vaughan Nelson Investment Management, L.P. | 109,250 | $26.1M | 0.35% | +20,200+22.7% | Added |
| Motley Fool Wealth Management, LLC | 107,746 | $25.7M | 1.62% | −3,929−3.5% | Reduced |
| Capital Advisors Inc | 106,516 | $25.4M | 0.76% | +10,288+10.7% | Added |
| Renaissance Technologies LLC | 97,900 | $23.4M | 0.03% | −21,300−17.9% | Reduced |
| Baird Financial Group, Inc. | 97,864 | $23.4M | 0.06% | +10,006+11.4% | Added |
| Royal Bank of Canada | 94,976 | $22.7M | 0.01% | +40,019+72.8% | Added |
| Kames Capital plc | 92,744 | $22.1M | 0.42% | −16,012−14.7% | Reduced |
| Nuveen Asset Management, LLC | 91,685 | $21.9M | 0.01% | −26,145−22.2% | Reduced |
| Legal & General Group Plc | 79,778 | $19.1M | 0.01% | +1,940+2.5% | Added |
| Swiss National Bank | 77,844 | $18.6M | 0.01% | −300−0.4% | Reduced |
| Geneva Capital Management LLC | 75,592 | $18.1M | 0.42% | −461−0.6% | Reduced |
| Ninety One UK Ltd | 74,900 | $17.9M | 0.05% | −15,775−17.4% | Reduced |
| First Republic Investment Management, Inc. | 74,436 | $17.8M | 0.05% | −1,904−2.5% | Reduced |
| Conestoga Capital Advisors, LLC | 73,457 | $17.5M | 0.32% | −100−0.1% | Reduced |
| RMB Capital Management, LLC | 71,023 | $17.0M | 0.58% | +17,508+32.7% | Added |
| Stifel Financial Corp | 71,009 | $17.0M | 0.03% | +41,339+139.3% | Added |
| AQR Capital Management LLC | 69,371 | $16.4M | 0.04% | −41,346−37.3% | Reduced |
| California Public Employees Retirement System | 68,131 | $16.3M | 0.02% | −1,850−2.6% | Reduced |
| Sandler Capital Management | 67,075 | $16.0M | 2.47% | −29,001−30.2% | Reduced |
| JPMorgan Chase & Co | 65,452 | $15.6M | 0.00% | +19,273+41.7% | Added |
| Pembroke Management, LTD | 64,663 | $15.4M | 1.60% | +19,086+41.9% | Added |
| Los Angeles Capital Management LLC | 63,194 | $15.1M | 0.07% | −1,107−1.7% | Reduced |
| Alliancebernstein L.P. | 62,988 | $15.0M | 0.01% | +12,759+25.4% | Added |
| New York State Common Retirement Fund | 61,517 | $14.7M | 0.02% | −3,444−5.3% | Reduced |
| UBS Asset Management Americas Inc | 60,540 | $14.5M | 0.01% | −2,739−4.3% | Reduced |
| Millennium Management LLC | 58,699 | $14.0M | 0.02% | +56,430+2,487.0% | Added |
| DnB Asset Management AS | 57,803 | $13.8M | 0.10% | +53+0.1% | Added |
| LaFleur & Godfrey LLC | 57,260 | $13.7M | 2.16% | +15,413+36.8% | Added |
| Baskin Financial Services Inc. | 57,175 | $13.7M | 1.48% | −986−1.7% | Reduced |
| American International Group, Inc. | 54,882 | $13.1M | 0.09% | −1,062−1.9% | Reduced |
| Truist Financial Corp | 54,858 | $13.1M | 0.02% | +11,129+25.4% | Added |
| Handelsinvest Investeringsforvaltning | 51,300 | $12.3M | 1.82% | +6,300+14.0% | Added |
| Ameriprise Financial Inc | 51,205 | $12.2M | 0.00% | −113−0.2% | Reduced |
| State of Wisconsin Investment Board | 48,720 | $11.6M | 0.03% | +5,868+13.7% | Added |
| Fenimore Asset Management Inc | 47,815 | $11.4M | 0.32% | +47,815 | New |
| Lighthouse Investment Partners, LLC | 47,074 | $11.2M | 4.62% | +47,074 | New |
| California State Teachers Retirement System | 44,309 | $10.6M | 0.02% | +303+0.7% | Added |
| Retirement Systems of Alabama | 43,690 | $10.4M | 0.04% | +355+0.8% | Added |
| Grace & White Inc | 42,925 | $10.3M | 2.14% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 41,511 | $9.91M | 0.02% | −100−0.2% | Reduced |
| Massachusetts Financial Services Co | 40,203 | $9.60M | 0.00% | −802−2.0% | Reduced |
| Thrivent Financial for Lutherans | 39,664 | $9.47M | 0.03% | −5,371−11.9% | Reduced |
| Southernsun Asset Management, LLC | 38,694 | $9.24M | 1.15% | +120.0% | Added |
| Frontier Wealth Management LLC | 37,864 | $9.04M | 0.66% | +11,428+43.2% | Added |
| Cynosure Management, LLC | 37,407 | $8.93M | 8.77% | +87+0.2% | Added |
| Franklin Resources Inc | 37,303 | $8.91M | 0.00% | −21,053−36.1% | Reduced |
| State Board of Administration of Florida Retirement System | 37,086 | $8.86M | 0.02% | −1,100−2.9% | Reduced |
| Covington Investment Advisors Inc. | 36,875 | $8.81M | 2.23% | +28+0.1% | Added |
| Balyasny Asset Management LLC | 36,056 | $8.61M | 0.04% | −4,207−10.4% | Reduced |
| Cambiar Investors LLC | 35,950 | $8.59M | 0.38% | +35,950 | New |