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 |
|---|---|---|---|---|---|
| Money Concepts Capital Corp | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 1 | $0 | 0.00% | +1 | New |
| Sutton Wealth Advisors Inc. | 2 | $478 | 0.00% | −1−33.3% | Reduced |
| Raffa Wealth Management, LLC | 2 | $478 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 5 | $1.19K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 7 | $2.00K | 0.00% | −73−91.3% | Reduced |
| Sierra Capital LLC | 10 | $2.00K | 0.00% | −20−66.7% | Reduced |
| Bourgeon Capital Management LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 9 | $2.00K | 0.00% | +9 | New |
| Plante Moran Financial Advisors, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Thomas J. Herzfeld Advisors, Inc. | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 13 | $3.00K | 0.00% | +13 | New |
| Global Financial Private Client, LLC | 16 | $3.86K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 18 | $4.00K | 0.00% | +18 | New |
| Versant Capital Management, Inc | 23 | $5.00K | 0.00% | −3−11.5% | Reduced |
| Earnest Partners LLC | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 19 | $5.00K | 0.00% | −4−17.4% | Reduced |
| Smithfield Trust Co | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 21 | $5.07K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 26 | $6.00K | 0.01% | +7+36.8% | Added |
| Howe & Rusling Inc | 26 | $6.00K | 0.00% | +26 | New |
| Independence Bank of Kentucky | 26 | $6.00K | 0.00% | +26 | New |
| JFS Wealth Advisors, LLC | 31 | $7.00K | 0.00% | −10−24.4% | Reduced |
| Lindbrook Capital, LLC | 28 | $7.00K | 0.00% | −4−12.5% | Reduced |
| Country Trust Bank | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 32 | $8.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 43 | $10.0K | 0.00% | −26−37.7% | Reduced |
| Legacy Bridge, LLC | 40 | $10.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 42 | $10.0K | 0.00% | +42 | New |
| Bell Investment Advisors, Inc | 42 | $10.0K | 0.00% | +42 | New |
| Macroview Investment Management LLC | 47 | $11.0K | 0.02% | +47 | New |
| Allworth Financial LP | 48 | $11.0K | 0.00% | +48 | New |
| PSI Advisors, LLC | 50 | $12.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 50 | $12.0K | 0.00% | +4+8.7% | Added |
| Riverview Trust Co | 52 | $12.0K | 0.01% | +52 | New |
| Hall Laurie J Trustee | 60 | $14.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 58 | $14.0K | 0.01% | −1−1.7% | Reduced |
| TCI Wealth Advisors, Inc. | 59 | $14.0K | 0.00% | +47+391.7% | Added |
| West Branch Capital LLC | 63 | $15.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 64 | $15.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 69 | $16.0K | 0.00% | −25−26.6% | Reduced |
| HC Financial Advisors Inc | 66 | $16.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 70 | $17.0K | 0.00% | −54−43.5% | Reduced |
| Institutional & Family Asset Management, LLC | 76 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 81 | $19.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 78 | $19.0K | 0.01% | +19+32.2% | Added |
| Whittier Trust Co of Nevada Inc | 81 | $19.0K | 0.00% | +53+189.3% | Added |
| Hanson & Doremus Investment Management | 80 | $19.0K | 0.00% | +80 | New |
| RE Dickinson Investment Advisors, LLC | 83 | $20.0K | 0.02% | +83 | New |
| Vigilant Capital Management, LLC | 87 | $21.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 89 | $21.0K | 0.00% | +89 | New |
| SRS Capital Advisors, Inc. | 91 | $22.0K | 0.00% | +82+911.1% | Added |
| Bartlett & Co. LLC | 94 | $22.0K | 0.00% | +94 | New |
| Bartlett & Co. Wealth Management LLC | 94 | $22.4K | 0.00% | +94 | New |
| Eagle Bay Advisors LLC | 94 | $22.6K | 0.01% | +94 | New |
| Covington Capital Management | 100 | $24.0K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 100 | $24.0K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 104 | $25.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 104 | $25.0K | 0.02% | 00.0% | Unchanged |
| Amundi | 99 | $25.0K | 0.00% | +99 | New |
| Heritage Financial Services, LLC | 106 | $25.0K | 0.01% | +106 | New |
| Kistler-Tiffany Companies, LLC | 115 | $27.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 114 | $27.2K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 117 | $28.0K | 0.00% | −68−36.8% | Reduced |
| Massmutual Trust Co FSB | 119 | $28.0K | 0.00% | +7+6.3% | Added |
| National Bank of Canada | 117 | $28.0K | 0.00% | +13+12.5% | Added |
| Sargent Bickham Lagudis LLC | 130 | $31.0K | 0.00% | +116+828.6% | Added |
| Quadrant Capital Group LLC | 133 | $32.0K | 0.00% | −82−38.1% | Reduced |
| Bessemer Group Inc | 151 | $36.0K | 0.00% | −28−15.6% | Reduced |
| Proequities, Inc. | 151 | $36.0K | 0.00% | −10−6.2% | Reduced |
| Resources Management Corp | 150 | $36.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 153 | $37.0K | 0.01% | +153 | New |
| Nomura Asset Management Co Ltd | 155 | $37.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 150 | $38.0K | 0.02% | +60+66.7% | Added |
| Zullo Investment Group, Inc. | 169 | $40.0K | 0.02% | +29+20.7% | Added |
| Gladius Capital Management LP | 170 | $41.0K | 0.01% | −478−73.8% | Reduced |
| JJJ Advisors Inc. | 157 | $43.0K | 0.01% | −299−65.6% | Reduced |
| HM Payson & Co | 185 | $44.0K | 0.00% | +21+12.8% | Added |
| Federation des caisses Desjardins du Quebec | 185 | $44.2K | 0.00% | +158+585.2% | Added |
| Prospera Financial Services Inc | 201 | $48.0K | 0.00% | +4+2.0% | Added |
| Whittier Trust Co | 200 | $48.0K | 0.00% | +100+100.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 204 | $49.0K | 0.01% | −282−58.0% | Reduced |
| Lumature Wealth Partners, LLC | 212 | $51.0K | 0.02% | −53−20.0% | Reduced |
| IMA Wealth, Inc. | 225 | $54.0K | 0.01% | +225 | New |
| Cedar Wealth Management, LLC | 230 | $55.0K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 315 | $58.0K | 0.00% | −324−50.7% | Reduced |
| Endurance Wealth Management, Inc. | 245 | $59.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 2,660 | $64.7K | 0.06% | +2,651+29,455.6% | Added |
| CWM, LLC | 292 | $70.0K | 0.00% | +4+1.4% | Added |
| Ellis Investment Partners, LLC | 298 | $71.0K | 0.02% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 298 | $71.2K | 0.01% | +298 | New |