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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Trust & Banking Corp | 516,314 | $123.3M | 0.32% | +207,046+66.9% | Added |
| Bank of New York Mellon Corp | 523,853 | $125.1M | 0.03% | +21,322+4.2% | Added |
| Wells Fargo & Company | 532,869 | $127.3M | 0.04% | +148,637+38.7% | Added |
| Davenport & Co LLC | 537,955 | $128.4M | 1.07% | −51,895−8.8% | Reduced |
| Geode Capital Management, LLC | 559,523 | $133.6M | 0.02% | +52,763+10.4% | Added |
| Blair William & Co | 583,517 | $139.4M | 0.62% | −3,998−0.7% | Reduced |
| Neuberger Berman Group LLC | 688,215 | $164.4M | 0.17% | −42,421−5.8% | Reduced |
| Wellington Management Group LLP | 698,046 | $166.7M | 0.03% | −20,779−2.9% | Reduced |
| State Street Corp | 891,340 | $212.9M | 0.01% | −13,669−1.5% | Reduced |
| FMR LLC | 1,006,680 | $240.4M | 0.02% | +54,928+5.8% | Added |
| Capital World Investors | 1,125,327 | $268.8M | 0.06% | −2,616−0.2% | Reduced |
| Charles Schwab Investment Management Inc | 1,221,082 | $291.6M | 0.10% | +66,139+5.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,715,254 | $409.6M | 1.29% | +152,610+9.8% | Added |
| Baillie Gifford & Co | 2,171,913 | $518.7M | 0.53% | +102,460+5.0% | Added |
| Vanguard Group Inc | 3,244,192 | $774.8M | 0.02% | −81,766−2.5% | Reduced |
| BlackRock Inc. | 3,930,136 | $938.6M | 0.03% | +147,286+3.9% | Added |
| WBI Investments | 0 | $0 | 0.00% | −21,428−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −19,423−100.0% | Sold out |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −11,845−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −10,780−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Caliber Wealth Management, LLC | 0 | $0 | 0.00% | −7,885−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −7,219−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −5,680−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −3,648−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −3,575−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −3,429−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −2,960−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −2,741−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −2,533−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,169−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −1,788−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −1,752−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −1,169−100.0% | Sold out |
| Balasa Dinverno & Foltz LLC | 0 | $0 | 0.00% | −1,021−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −939−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −915−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −910−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −895−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −863−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Oak Ridge Investments LLC | 0 | $0 | 0.00% | −782−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −740−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −728−100.0% | Sold out |
| Taylor Hoffman Wealth Management | 0 | $0 | 0.00% | −729−100.0% | Sold out |
| Mayflower Financial Advisors, LLC | 0 | $0 | 0.00% | −728−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −708−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −698−100.0% | Sold out |
| Fort Point Capital Partners LLC | 0 | $0 | 0.00% | −684−100.0% | Sold out |
| Woodstock Corp | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −677−100.0% | Sold out |
| Triad Investment Management | 0 | $0 | 0.00% | −659−100.0% | Sold out |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Private Capital Group, LLC | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −162−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| De Burlo Group Inc | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Regency Capital Management Inc. | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Mark Sheptoff Financial Planning, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| CNB Bank | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Caldwell Trust Co | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Dixon Hughes Goodman Wealth Advisors LLC | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |