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 |
|---|---|---|---|---|---|
| Buckhead Capital Management LLC | 35,724 | $8.53M | 2.11% | +3,917+12.3% | Added |
| 2Xideas AG | 35,375 | $8.45M | 0.77% | −6,268−15.1% | Reduced |
| Bath Savings Trust Co | 34,878 | $8.33M | 1.09% | +2,552+7.9% | Added |
| Citigroup Inc | 32,481 | $7.76M | 0.01% | −14,454−30.8% | Reduced |
| Credit Suisse AG | 30,692 | $7.33M | 0.01% | −2,603−7.8% | Reduced |
| Wendell David Associates Inc | 30,440 | $7.27M | 0.92% | +1,715+6.0% | Added |
| River Road Asset Management, LLC | 30,397 | $7.26M | 0.10% | +30,397 | New |
| Manufacturers Life Insurance Company, The | 27,865 | $6.65M | 0.00% | −98−0.4% | Reduced |
| Mutual of America Capital Management LLC | 27,725 | $6.62M | 0.08% | −2,389−7.9% | Reduced |
| Janney Montgomery Scott LLC | 27,503 | $6.57M | 0.03% | +18,090+192.2% | Added |
| Voloridge Investment Management, LLC | 25,968 | $6.20M | 0.03% | +18,493+247.4% | Added |
| Prospect Capital Advisors, LLC | 25,620 | $6.12M | 3.10% | +25,620 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 25,384 | $6.06M | 0.07% | +1,712+7.2% | Added |
| Vestcor Inc | 25,094 | $5.99M | 0.22% | −759−2.9% | Reduced |
| Cubist Systematic Strategies, LLC | 24,635 | $5.88M | 0.04% | +15,779+178.2% | Added |
| Amalgamated Bank | 24,605 | $5.88M | 0.05% | +859+3.6% | Added |
| TownSquare Capital, LLC | 24,341 | $5.81M | 0.17% | +776+3.3% | Added |
| Schwartz Investment Counsel Inc | 24,000 | $5.73M | 0.28% | −10,000−29.4% | Reduced |
| Texas Permanent School Fund | 23,971 | $5.72M | 0.09% | +557+2.4% | Added |
| Advisors Asset Management, Inc. | 23,513 | $5.62M | 0.10% | +23,513 | New |
| Cambridge Trust Co | 23,239 | $5.55M | 0.24% | −15,525−40.1% | Reduced |
| Tower Bridge Advisors | 22,948 | $5.48M | 0.45% | +22,948 | New |
| Squarepoint Ops LLC | 22,767 | $5.44M | 0.05% | +10,621+87.4% | Added |
| Marks Group Wealth Management, Inc | 22,609 | $5.40M | 0.78% | +1,163+5.4% | Added |
| Holocene Advisors, LP | 22,604 | $5.40M | 0.03% | +9,417+71.4% | Added |
| MetLife Investment Management | 22,276 | $5.32M | 0.04% | +924+4.3% | Added |
| Oppenheimer Asset Management Inc. | 21,884 | $5.23M | 0.09% | +87+0.4% | Added |
| Great West Life Assurance Co | 21,796 | $5.20M | 0.01% | +2,675+14.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 21,723 | $5.19M | 0.01% | +3,023+16.2% | Added |
| Adage Capital Partners GP, L.L.C. | 20,839 | $4.98M | 0.01% | +20,839 | New |
| DF Dent & Co Inc | 20,750 | $4.96M | 0.07% | −258−1.2% | Reduced |
| Comerica Bank | 18,488 | $4.75M | 0.04% | −251−1.3% | Reduced |
| Stratos Wealth Partners, LTD. | 19,830 | $4.74M | 0.12% | +440+2.3% | Added |
| Old National Bancorp | 19,826 | $4.74M | 0.16% | +2,337+13.4% | Added |
| Public Employees Retirement System of Ohio | 19,393 | $4.63M | 0.02% | −516−2.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 19,100 | $4.56M | 0.07% | −1,250−6.1% | Reduced |
| HighTower Advisors, LLC | 19,126 | $4.55M | 0.01% | +492+2.6% | Added |
| Yousif Capital Management, LLC | 19,037 | $4.55M | 0.06% | +855+4.7% | Added |
| Redmond Asset Management, LLC | 18,911 | $4.52M | 1.62% | +692+3.8% | Added |
| Vestmark Advisory Solutions, Inc. | 18,131 | $4.33M | 0.25% | +16,513+1,020.6% | Added |
| FineMark National Bank & Trust | 17,498 | $4.18M | 0.19% | +605+3.6% | Added |
| State of New Jersey Common Pension Fund D | 17,275 | $4.13M | 0.02% | −576−3.2% | Reduced |
| Brinker Capital Investments, LLC | 17,255 | $4.12M | 0.08% | −2,479−12.6% | Reduced |
| Appleton Partners Inc | 16,998 | $4.06M | 0.38% | +702+4.3% | Added |
| SEI Investments Co | 16,936 | $4.02M | 0.01% | +493+3.0% | Added |
| Arcadia Investment Management Corp | 16,743 | $4.00M | 0.89% | +835+5.2% | Added |
| Principal Street Partners, LLC | 16,462 | $3.93M | 1.02% | +300+1.9% | Added |
| Nisa Investment Advisors, LLC | 15,750 | $3.76M | 0.03% | −400−2.5% | Reduced |
| Heartland Advisors Inc | 15,624 | $3.73M | 0.26% | +15,624 | New |
| Ipswich Investment Management Co., Inc. | 15,161 | $3.62M | 1.04% | −546−3.5% | Reduced |
| Algert Global LLC | 15,154 | $3.62M | 0.27% | −10,291−40.4% | Reduced |
| Duality Advisers, LP | 15,133 | $3.61M | 0.36% | +15,133 | New |
| Naples Global Advisors, LLC | 15,111 | $3.61M | 0.47% | +959+6.8% | Added |
| ExodusPoint Capital Management, LP | 14,884 | $3.56M | 0.05% | −15,026−50.2% | Reduced |
| BNP Paribas Arbitrage, SA | 14,655 | $3.50M | 0.01% | +4,306+41.6% | Added |
| Vision Capital Management, Inc. | 14,600 | $3.49M | 0.66% | +199+1.4% | Added |
| Northwest & Ethical Investments L.P. | 14,561 | $3.48M | 0.13% | +2,085+16.7% | Added |
| Treasurer of the State of North Carolina | 14,302 | $3.42M | 0.02% | +1,900+15.3% | Added |
| LRT Capital Management, LLC | 13,841 | $3.31M | 2.49% | −6,280−31.2% | Reduced |
| Alps Advisors Inc | 13,773 | $3.29M | 0.03% | +13,773 | New |
| Lazard Asset Management LLC | 13,425 | $3.21M | 0.00% | +5,194+63.1% | Added |
| Voya Investment Management LLC | 13,346 | $3.19M | 0.01% | +7,708+136.7% | Added |
| Hamilton Point Investment Advisors, LLC | 13,299 | $3.18M | 0.92% | +274+2.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,130 | $3.14M | 0.03% | +1,026+8.5% | Added |
| Advisors Capital Management, LLC | 13,082 | $3.12M | 0.10% | +516+4.1% | Added |
| Advisor Group Holdings, Inc. | 13,042 | $3.12M | 0.01% | +7,788+148.2% | Added |
| Barclays PLC | 12,677 | $3.03M | 0.00% | −81−0.6% | Reduced |
| Ensign Peak Advisors, Inc | 12,555 | $3.00M | 0.01% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 12,490 | $2.98M | 1.02% | +6,943+125.2% | Added |
| Wilkinson Global Asset Management LLC | 11,995 | $2.87M | 0.24% | −870−6.8% | Reduced |
| Zacks Investment Management | 11,809 | $2.82M | 0.04% | +2,205+23.0% | Added |
| Russell Investments Group, Ltd. | 11,630 | $2.77M | 0.01% | −16,821−59.1% | Reduced |
| Janus Henderson Group PLC | 11,570 | $2.76M | 0.00% | −7,821−40.3% | Reduced |
| Illinois Municipal Retirement Fund | 11,391 | $2.72M | 0.06% | +4,586+67.4% | Added |
| Middleton & Co Inc | 11,280 | $2.69M | 0.35% | −120−1.1% | Reduced |
| K.J. Harrison & Partners Inc | 11,130 | $2.66M | 0.72% | +5,112+84.9% | Added |
| US Bancorp | 11,054 | $2.64M | 0.01% | +29+0.3% | Added |
| The PNC Financial Services Group, Inc. | 10,917 | $2.61M | 0.00% | −679−5.9% | Reduced |
| Eagle Asset Management Inc | 10,884 | $2.60M | 0.02% | +10,884 | New |
| Princeton Global Asset Management LLC | 10,827 | $2.59M | 0.84% | +1,317+13.8% | Added |
| Commonwealth Equity Services, LLC | 10,687 | $2.55M | 0.01% | +329+3.2% | Added |
| Freedom Day Solutions, LLC | 10,238 | $2.44M | 1.23% | −174−1.7% | Reduced |
| Hunter Associates Investment Management LLC | 9,950 | $2.38M | 0.59% | +6,950+231.7% | Added |
| Cumberland Partners Ltd | 9,850 | $2.35M | 0.22% | −1,000−9.2% | Reduced |
| Oregon Public Employees Retirement Fund | 9,536 | $2.28M | 0.03% | −1,017−9.6% | Reduced |
| Louisiana State Employees Retirement System | 8,700 | $2.24M | 0.06% | +100+1.2% | Added |
| State of Tennessee, Treasury Department | 9,326 | $2.23M | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 9,271 | $2.21M | 0.03% | −4,512−32.7% | Reduced |
| Centaurus Financial, Inc. | 9,065 | $2.17M | 0.21% | +1,970+27.8% | Added |
| Aptus Capital Advisors, LLC | 9,037 | $2.16M | 0.07% | +2,275+33.6% | Added |
| Acadian Asset Management LLC | 8,991 | $2.15M | 0.01% | −41,226−82.1% | Reduced |
| Twin Tree Management, LP | 8,987 | $2.15M | 0.04% | +8,987 | New |
| Arizona State Retirement System | 8,962 | $2.14M | 0.02% | +35+0.4% | Added |
| LPL Financial LLC | 8,881 | $2.12M | 0.00% | +1,546+21.1% | Added |
| Ameritas Investment Partners, Inc. | 8,830 | $2.11M | 0.09% | 00.0% | Unchanged |
| State of Michigan Retirement System | 8,483 | $2.03M | 0.01% | +100+1.2% | Added |
| King Luther Capital Management Corp | 8,230 | $1.97M | 0.01% | +846+11.5% | Added |
| Aviva PLC | 8,155 | $1.95M | 0.01% | +372+4.8% | Added |
| Oppenheimer & Co Inc | 8,100 | $1.93M | 0.04% | +307+3.9% | Added |
| Intercontinental Wealth Advisors, LLC | 8,002 | $1.91M | 0.52% | +1,358+20.4% | Added |