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 |
|---|---|---|---|---|---|
| Huntington National Bank | 308 | $74.0K | 0.00% | +34+12.4% | Added |
| Central Trust Co | 325 | $78.0K | 0.00% | +2+0.6% | Added |
| First Manhattan Co | 360 | $85.0K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 400 | $96.0K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 417 | $100.0K | 0.00% | −318−43.3% | Reduced |
| Signaturefd, LLC | 543 | $130.0K | 0.00% | −223−29.1% | Reduced |
| First Horizon Advisors, Inc. | 552 | $131.0K | 0.00% | +73+15.2% | Added |
| ACG Wealth | 603 | $144.0K | 0.03% | +603 | New |
| Allspring Global Investments Holdings, LLC | 611 | $145.0K | 0.00% | −7,838−92.8% | Reduced |
| Meeder Asset Management Inc | 624 | $149.0K | 0.01% | −108−14.8% | Reduced |
| FourThought Financial, LLC | 624 | $149.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 643 | $154.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 652 | $156.0K | 0.13% | −1−0.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 693 | $166.0K | 0.00% | +268+63.1% | Added |
| Royal London Asset Management Ltd | 731 | $175.0K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 780 | $186.0K | 0.02% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 812 | $194.0K | 0.00% | +812 | New |
| AlphaCrest Capital Management LLC | 839 | $200.0K | 0.01% | +164+24.3% | Added |
| Longfellow Investment Management Co LLC | 864 | $208.0K | 0.04% | 00.0% | Unchanged |
| Wealth Management Solutions, LLC | 873 | $209.0K | 0.12% | −67−7.1% | Reduced |
| CWM Advisors, LLC | 884 | $211.0K | 0.03% | +115+15.0% | Added |
| Lake Street Financial LLC | 896 | $214.0K | 0.05% | −73−7.5% | Reduced |
| Ellevest, Inc. | 903 | $216.0K | 0.02% | −11−1.2% | Reduced |
| SlateStone Wealth, LLC | 904 | $216.0K | 0.06% | +904 | New |
| Brown Advisory Inc | 917 | $219.0K | 0.00% | +917 | New |
| AdvisorNet Financial, Inc | 926 | $221.0K | 0.02% | +288+45.1% | Added |
| Commerce Bank | 941 | $225.0K | 0.00% | −14−1.5% | Reduced |
| Flagship Harbor Advisors, LLC | 942 | $225.0K | 0.03% | −4−0.4% | Reduced |
| Coury Firm Asset Management LLC | 953 | $228.0K | 0.30% | +8+0.8% | Added |
| Parkside Financial Bank & Trust | 981 | $234.0K | 0.07% | +61+6.6% | Added |
| Susquehanna International Group, LLP | 990 | $236.0K | 0.00% | −7,421−88.2% | Reduced |
| Van Eck Associates Corp | 988 | $236.0K | 0.00% | +58+6.2% | Added |
| Clarius Group, LLC | 1,000 | $239.0K | 0.02% | +1,000 | New |
| Washington Trust Bank | 1,022 | $244.0K | 0.03% | −13−1.3% | Reduced |
| Gsa Capital Partners LLP | 1,035 | $247.0K | 0.04% | −2,287−68.8% | Reduced |
| Mirabella Financial Services LLP | 1,082 | $258.0K | 0.03% | +1,082 | New |
| M&T Bank Corp | 1,212 | $263.0K | 0.00% | +216+21.7% | Added |
| Verition Fund Management LLC | 1,111 | $265.0K | 0.01% | +1,111 | New |
| Fifth Third Bancorp | 1,115 | $266.0K | 0.00% | +49+4.6% | Added |
| Voya Financial Advisors, Inc. | 1,127 | $268.0K | 0.03% | −65−5.5% | Reduced |
| Umb Bank N A | 1,129 | $270.0K | 0.00% | 00.0% | Unchanged |
| Park National Corp | 1,130 | $270.0K | 0.01% | +165+17.1% | Added |
| Heritage Wealth Management, LLC | 1,143 | $273.0K | 0.09% | +1,143 | New |
| Graham Capital Management, L.P. | 1,214 | $289.0K | 0.01% | +1,214 | New |
| Belpointe Asset Management LLC | 1,220 | $291.0K | 0.02% | −25−2.0% | Reduced |
| First Citizens Bank & Trust Co | 1,223 | $292.0K | 0.01% | −33−2.6% | Reduced |
| StoneX Group Inc. | 1,231 | $294.0K | 0.04% | +425+52.7% | Added |
| Wakefield Asset Management LLLP | 1,244 | $297.0K | 0.13% | +319+34.5% | Added |
| Crescent Grove Advisors, LLC | 1,264 | $302.0K | 0.03% | +314+33.1% | Added |
| Quantbot Technologies LP | 1,270 | $303.0K | 0.03% | +1,270 | New |
| Symmetry Partners, LLC | 1,273 | $304.0K | 0.02% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,434 | $305.0K | 0.03% | −701−32.8% | Reduced |
| MQS Management LLC | 1,285 | $307.0K | 0.21% | +1,285 | New |
| Profund Advisors LLC | 1,305 | $312.0K | 0.02% | −349−21.1% | Reduced |
| Ethic Inc. | 1,318 | $315.0K | 0.02% | −107−7.5% | Reduced |
| Penserra Capital Management LLC | 1,338 | $319.0K | 0.01% | −299−18.3% | Reduced |
| Integrated Wealth Concepts LLC | 1,338 | $319.0K | 0.01% | +165+14.1% | Added |
| MAI Capital Management | 1,375 | $328.0K | 0.01% | −55−3.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,375 | $328.0K | 0.06% | 00.0% | Unchanged |
| First Bank & Trust | 1,373 | $328.0K | 0.11% | +187+15.8% | Added |
| ICA Group Wealth Management, LLC | 1,120 | $330.0K | 0.06% | +9+0.8% | Added |
| Teza Capital Management LLC | 1,392 | $332.0K | 0.13% | +1,392 | New |
| Avestar Capital, LLC | 1,403 | $335.0K | 0.09% | +184+15.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,409 | $336.0K | 0.01% | −79−5.3% | Reduced |
| Jefferies Group LLC | 1,417 | $338.4K | 0.01% | +1,417 | New |
| National Asset Management, Inc. | 1,448 | $347.0K | 0.01% | −14−1.0% | Reduced |
| Webster Bank, N. A. | 1,493 | $357.0K | 0.05% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 1,512 | $361.0K | 0.01% | +3+0.2% | Added |
| Kestra Advisory Services, LLC | 1,553 | $371.0K | 0.00% | +511+49.0% | Added |
| Johnson Financial Group, Inc. | 1,569 | $375.0K | 0.03% | +1,569 | New |
| JustInvest LLC | 1,600 | $382.0K | 0.02% | −1,341−45.6% | Reduced |
| Engineers Gate Manager LP | 1,602 | $383.0K | 0.01% | +1,602 | New |
| Krane Funds Advisors LLC | 1,618 | $386.0K | 0.01% | −55−3.3% | Reduced |
| Compass Ion Advisors, LLC | 1,623 | $387.0K | 0.11% | +13+0.8% | Added |
| Parallel Advisors, LLC | 1,642 | $392.0K | 0.02% | −453−21.6% | Reduced |
| Advocate Group LLC | 1,643 | $392.0K | 0.09% | +1,643 | New |
| CIBC Asset Management Inc | 1,720 | $411.0K | 0.00% | −42−2.4% | Reduced |
| Jackson Creek Investment Advisors LLC | 1,500 | $411.0K | 0.17% | +1,500 | New |
| Advisor Partners LLC | 1,727 | $412.0K | 0.03% | +217+14.4% | Added |
| Moneta Group Investment Advisors LLC | 1,725 | $412.0K | 0.01% | +258+17.6% | Added |
| Moody Lynn & Lieberson, LLC | 1,730 | $413.0K | 0.04% | +70+4.2% | Added |
| Shelton Capital Management | 1,747 | $417.0K | 0.02% | 00.0% | Unchanged |
| LVW Advisors, LLC | 1,782 | $426.0K | 0.09% | +1,782 | New |
| J. W. Coons Advisors, LLC | 1,771 | $427.0K | 0.15% | −348−16.4% | Reduced |
| Prelude Capital Management, LLC | 1,813 | $433.0K | 0.02% | +1,813 | New |
| Blueshift Asset Management, LLC | 1,817 | $434.0K | 0.07% | −2,440−57.3% | Reduced |
| Parsons Capital Management Inc | 1,822 | $435.0K | 0.04% | −75−4.0% | Reduced |
| HighTower Trust Services, LTA | 10,570 | $435.0K | 0.07% | +10,570 | New |
| Icon Wealth Partners, LLC | 1,830 | $437.0K | 0.05% | −437−19.3% | Reduced |
| Virtu Financial LLC | 1,841 | $440.0K | 0.04% | +1,841 | New |
| Sonen Capital LLC | 1,860 | $444.0K | 0.64% | +1,860 | New |
| Wealth Alliance | 1,887 | $451.0K | 0.09% | +177+10.4% | Added |
| Argent Trust Co | 1,890 | $451.0K | 0.03% | +1,890 | New |
| Paradigm Asset Management Co LLC | 1,900 | $453.8K | 0.14% | +1,900 | New |
| Segall Bryant & Hamill, LLC | 1,902 | $455.0K | 0.01% | +115+6.4% | Added |
| ProShare Advisors LLC | 1,922 | $459.0K | 0.00% | −752−28.1% | Reduced |
| EverSource Wealth Advisors, LLC | 1,932 | $462.0K | 0.12% | +1,902+6,340.0% | Added |
| Baker Tilly Wealth Management, LLC | 1,970 | $470.0K | 0.06% | −48−2.4% | Reduced |
| Groesbeck Investment Management Corp | 1,980 | $473.0K | 0.78% | 00.0% | Unchanged |
| Weiss Multi-Strategy Advisers LLC | 2,000 | $478.0K | 0.01% | +2,000 | New |