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 |
|---|---|---|---|---|---|
| Connectus Wealth, LLC | 2,000 | $478.0K | 0.01% | +2,000 | New |
| Rockefeller Capital Management L.P. | 2,027 | $483.0K | 0.00% | +83+4.3% | Added |
| TrinityPoint Wealth, LLC | 2,031 | $485.0K | 0.11% | +36+1.8% | Added |
| Cetera Investment Advisers | 2,052 | $490.0K | 0.01% | +182+9.7% | Added |
| D. E. Shaw & Co., Inc. | 2,055 | $491.0K | 0.00% | −959−31.8% | Reduced |
| Eqis Capital Management, Inc. | 2,071 | $494.6K | 0.05% | −476−18.7% | Reduced |
| Capital Analysts, LLC | 2,080 | $497.0K | 0.03% | −500−19.4% | Reduced |
| Insight Folios Inc | 2,081 | $497.0K | 0.24% | +54+2.7% | Added |
| Pictet Asset Management SA | 1,692 | $512.0K | 0.00% | −566−25.1% | Reduced |
| Silvercrest Asset Management Group LLC | 2,150 | $513.0K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 2,146 | $513.0K | 0.00% | +2,146 | New |
| Financial Advisory Service, Inc. | 2,164 | $517.0K | 0.05% | +32+1.5% | Added |
| FORA Capital, LLC | 2,177 | $520.0K | 0.10% | +2,177 | New |
| Ensemble Capital Management, LLC | 2,235 | $534.0K | 0.06% | 00.0% | Unchanged |
| Advisor OS, LLC | 2,277 | $543.0K | 0.16% | +2,277 | New |
| Donaldson Capital Management, LLC | 2,322 | $554.0K | 0.03% | +313+15.6% | Added |
| Crawford Investment Counsel Inc | 2,333 | $557.0K | 0.01% | −7−0.3% | Reduced |
| Caxton Associates LP | 2,363 | $564.0K | 0.07% | +2,363 | New |
| Cetera Advisors LLC | 2,380 | $568.0K | 0.01% | −6−0.3% | Reduced |
| Hilltop Holdings Inc. | 2,393 | $571.0K | 0.08% | +684+40.0% | Added |
| Kenfarb & Co. | 1,895 | $577.0K | 0.46% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 2,452 | $586.0K | 0.04% | +1,690+221.8% | Added |
| Capital Asset Advisory Services LLC | 2,460 | $587.0K | 0.06% | +2,460 | New |
| KBC Group NV | 2,491 | $595.0K | 0.00% | −1,416−36.2% | Reduced |
| Maryland State Retirement & Pension System | 2,490 | $595.0K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,499 | $597.0K | 0.05% | −103−4.0% | Reduced |
| Ninety One SA (PTY) Ltd | 2,552 | $612.0K | 0.22% | +2,552 | New |
| Raymond James Trust N.A. | 2,573 | $615.0K | 0.02% | +762+42.1% | Added |
| Jump Financial, LLC | 2,586 | $618.0K | 0.03% | −614−19.2% | Reduced |
| Charter Oak Capital Management, LLC | 2,610 | $623.0K | 0.08% | +30+1.2% | Added |
| Shell Asset Management Co | 2,620 | $626.0K | 0.02% | +812+44.9% | Added |
| American Century Companies Inc | 2,667 | $637.0K | 0.00% | +387+17.0% | Added |
| Pearl River Capital, LLC | 2,707 | $646.0K | 0.15% | +2,707 | New |
| DekaBank Deutsche Girozentrale | 2,750 | $647.0K | 0.00% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 2,755 | $658.0K | 0.45% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 2,770 | $662.0K | 0.03% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 2,810 | $669.0K | 0.00% | +9+0.3% | Added |
| Cerity Partners LLC | 2,819 | $673.0K | 0.01% | +435+18.2% | Added |
| Quantamental Technologies LLC | 2,941 | $702.0K | 0.32% | +2,941 | New |
| Change Path, LLC | 2,945 | $703.0K | 0.04% | +22+0.8% | Added |
| Regions Financial Corp | 2,966 | $709.0K | 0.01% | −264−8.2% | Reduced |
| VisionPoint Advisory Group, LLC | 2,437 | $714.0K | 0.28% | +2,437 | New |
| Brown Brothers Harriman & Co | 3,041 | $726.0K | 0.01% | +331+12.2% | Added |
| Crossmark Global Holdings, Inc. | 3,044 | $727.0K | 0.02% | +40+1.3% | Added |
| MML Investors Services, LLC | 3,053 | $729.0K | 0.01% | +970+46.6% | Added |
| Securian Asset Management, Inc | 3,057 | $730.0K | 0.02% | +100+3.4% | Added |
| Winton Group Ltd | 3,078 | $735.0K | 0.04% | −1,827−37.2% | Reduced |
| Chicago Trust Co NA | 3,117 | $744.0K | 0.19% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 3,174 | $758.0K | 0.13% | −18−0.6% | Reduced |
| Creative Planning | 3,186 | $761.0K | 0.00% | +206+6.9% | Added |
| Canada Pension Plan Investment Board | 3,225 | $770.0K | 0.00% | +1,500+87.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,327 | $795.0K | 0.00% | +210+6.7% | Added |
| Rational Advisors LLC | 3,343 | $798.0K | 0.06% | −1,019−23.4% | Reduced |
| Mercer Global Advisors Inc | 3,402 | $812.0K | 0.00% | +888+35.3% | Added |
| Capital Investment Advisory Services, LLC | 3,485 | $832.0K | 0.10% | +1,000+40.2% | Added |
| Lindenwold Advisors | 3,537 | $845.0K | 0.60% | +43+1.2% | Added |
| Fortem Financial Group, LLC | 3,630 | $867.0K | 0.57% | +3,630 | New |
| Gotham Asset Management, LLC | 3,657 | $873.0K | 0.03% | +537+17.2% | Added |
| Tower Research Capital LLC (TRC) | 3,697 | $883.0K | 0.02% | +1,886+104.1% | Added |
| Strengthening Families & Communities, LLC | 2,944 | $890.0K | 0.54% | +100+3.5% | Added |
| Alpha DNA Investment Management LLC | 3,886 | $927.0K | 0.83% | +3,886 | New |
| GWM Advisors LLC | 3,960 | $946.0K | 0.02% | +3,960 | New |
| Access Financial Services, Inc. | 4,057 | $969.0K | 0.55% | +4,057 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,093 | $977.0K | 0.01% | −147−3.5% | Reduced |
| Public Employees Retirement Association of Colorado | 4,143 | $989.0K | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,225 | $1.01M | 0.00% | +4,225 | New |
| Alpha Omega Wealth Management LLC | 4,362 | $1.04M | 0.19% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 4,387 | $1.05M | 0.04% | +4,387 | New |
| Stephens Inc | 4,408 | $1.05M | 0.02% | +87+2.0% | Added |
| Prudential Financial Inc | 4,460 | $1.06M | 0.00% | −27−0.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 4,471 | $1.07M | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,522 | $1.08M | 0.11% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 4,661 | $1.11M | 0.03% | +4,661 | New |
| State of Alaska, Department of Revenue | 4,764 | $1.14M | 0.01% | +115+2.5% | Added |
| Alberta Investment Management Corp | 4,800 | $1.15M | 0.01% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 4,885 | $1.17M | 0.11% | −10−0.2% | Reduced |
| Aviance Capital Partners, LLC | 5,000 | $1.19M | 0.27% | −2,000−28.6% | Reduced |
| Barbara Oil Co. | 5,000 | $1.19M | 0.62% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 5,009 | $1.20M | 0.00% | −123−2.4% | Reduced |
| Edgestream Partners, L.P. | 5,060 | $1.21M | 0.10% | +5,060 | New |
| New Mexico Educational Retirement Board | 5,200 | $1.24M | 0.06% | −1,600−23.5% | Reduced |
| Captrust Financial Advisors | 5,251 | $1.25M | 0.01% | −57−1.1% | Reduced |
| Teacher Retirement System of Texas | 5,288 | $1.26M | 0.01% | −1,518−22.3% | Reduced |
| Rafferty Asset Management, LLC | 5,330 | $1.27M | 0.01% | −3,844−41.9% | Reduced |
| HSBC Holdings PLC | 5,301 | $1.28M | 0.00% | +3,799+252.9% | Added |
| UBS Group AG | 5,491 | $1.31M | 0.00% | +346+6.7% | Added |
| Deutsche Bank AG | 5,494 | $1.31M | 0.00% | +2,262+70.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,552 | $1.33M | 0.03% | +66+1.2% | Added |
| First Hawaiian Bank | 5,564 | $1.33M | 0.05% | +3,734+204.0% | Added |
| RFG Advisory, LLC | 4,730 | $1.33M | 0.08% | +391+9.0% | Added |
| Lee Financial Co | 5,645 | $1.35M | 0.25% | +51+0.9% | Added |
| Tocqueville Asset Management L.P. | 5,659 | $1.35M | 0.02% | −320−5.4% | Reduced |
| Xponance, Inc. | 5,691 | $1.36M | 0.03% | +2,089+58.0% | Added |
| Taylor Frigon Capital Management LLC | 5,714 | $1.36M | 0.71% | −35−0.6% | Reduced |
| Utah Retirement Systems | 5,810 | $1.39M | 0.02% | 00.0% | Unchanged |
| AIA Group Ltd | 5,888 | $1.41M | 0.08% | −620−9.5% | Reduced |
| PDT Partners, LLC | 5,933 | $1.42M | 0.12% | +5,933 | New |
| Coldstream Capital Management Inc | 6,240 | $1.49M | 0.06% | +247+4.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 6,358 | $1.52M | 0.07% | +128+2.1% | Added |
| Citadel Advisors LLC | 6,396 | $1.53M | 0.00% | −30,206−82.5% | Reduced |