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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 7,964 | $1.90M | 0.04% | −2,685−25.2% | Reduced |
| Intech Investment Management LLC | 7,749 | $1.85M | 0.01% | +7,749 | New |
| Robeco Schweiz AG | 7,700 | $1.84M | 0.03% | +7,700 | New |
| Bank of Montreal | 7,519 | $1.83M | 0.00% | +90+1.2% | Added |
| Beacon Pointe Advisors, LLC | 7,600 | $1.81M | 0.04% | −586−7.2% | Reduced |
| FDx Advisors, Inc. | 7,492 | $1.79M | 0.07% | +3,995+114.2% | Added |
| NewEdge Wealth, LLC | 7,484 | $1.79M | 0.08% | +7,484 | New |
| Atria Investments LLC | 7,376 | $1.76M | 0.04% | +2,094+39.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,361 | $1.76M | 0.11% | +332+4.7% | Added |
| Stock Yards Bank & Trust Co | 7,357 | $1.76M | 0.07% | 00.0% | Unchanged |
| Bokf, NA | 7,354 | $1.76M | 0.03% | −5−0.1% | Reduced |
| TD Private Client Wealth LLC | 7,075 | $1.69M | 0.08% | +6,440+1,014.2% | Added |
| Johnson Investment Counsel Inc | 7,055 | $1.69M | 0.02% | −900−11.3% | Reduced |
| Benjamin Edwards Inc | 6,944 | $1.66M | 0.49% | +157+2.3% | Added |
| Northwestern Mutual Wealth Management Co | 6,794 | $1.62M | 0.00% | −3,623−34.8% | Reduced |
| Horizon Investments, LLC | 6,506 | $1.54M | 0.05% | +6,506 | New |
| Citadel Advisors LLC | 6,396 | $1.53M | 0.00% | −30,206−82.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 6,358 | $1.52M | 0.07% | +128+2.1% | Added |
| Coldstream Capital Management Inc | 6,240 | $1.49M | 0.06% | +247+4.1% | Added |
| PDT Partners, LLC | 5,933 | $1.42M | 0.12% | +5,933 | New |
| AIA Group Ltd | 5,888 | $1.41M | 0.08% | −620−9.5% | Reduced |
| Utah Retirement Systems | 5,810 | $1.39M | 0.02% | 00.0% | Unchanged |
| Taylor Frigon Capital Management LLC | 5,714 | $1.36M | 0.71% | −35−0.6% | Reduced |
| Xponance, Inc. | 5,691 | $1.36M | 0.03% | +2,089+58.0% | Added |
| Tocqueville Asset Management L.P. | 5,659 | $1.35M | 0.02% | −320−5.4% | Reduced |
| Lee Financial Co | 5,645 | $1.35M | 0.25% | +51+0.9% | Added |
| RFG Advisory, LLC | 4,730 | $1.33M | 0.08% | +391+9.0% | Added |
| First Hawaiian Bank | 5,564 | $1.33M | 0.05% | +3,734+204.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,552 | $1.33M | 0.03% | +66+1.2% | 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 |
| HSBC Holdings PLC | 5,301 | $1.28M | 0.00% | +3,799+252.9% | Added |
| Rafferty Asset Management, LLC | 5,330 | $1.27M | 0.01% | −3,844−41.9% | Reduced |
| Teacher Retirement System of Texas | 5,288 | $1.26M | 0.01% | −1,518−22.3% | Reduced |
| Captrust Financial Advisors | 5,251 | $1.25M | 0.01% | −57−1.1% | Reduced |
| New Mexico Educational Retirement Board | 5,200 | $1.24M | 0.06% | −1,600−23.5% | Reduced |
| Edgestream Partners, L.P. | 5,060 | $1.21M | 0.10% | +5,060 | New |
| Federated Hermes, Inc. | 5,009 | $1.20M | 0.00% | −123−2.4% | 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 |
| Schechter Investment Advisors, LLC | 4,885 | $1.17M | 0.11% | −10−0.2% | Reduced |
| Alberta Investment Management Corp | 4,800 | $1.15M | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 4,764 | $1.14M | 0.01% | +115+2.5% | Added |
| PEAK6 Investments LLC | 4,661 | $1.11M | 0.03% | +4,661 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,522 | $1.08M | 0.11% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 4,471 | $1.07M | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 4,460 | $1.06M | 0.00% | −27−0.6% | Reduced |
| Stephens Inc | 4,408 | $1.05M | 0.02% | +87+2.0% | Added |
| Boothbay Fund Management, LLC | 4,387 | $1.05M | 0.04% | +4,387 | New |
| Alpha Omega Wealth Management LLC | 4,362 | $1.04M | 0.19% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,225 | $1.01M | 0.00% | +4,225 | New |
| Public Employees Retirement Association of Colorado | 4,143 | $989.0K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,093 | $977.0K | 0.01% | −147−3.5% | Reduced |
| Access Financial Services, Inc. | 4,057 | $969.0K | 0.55% | +4,057 | New |
| GWM Advisors LLC | 3,960 | $946.0K | 0.02% | +3,960 | New |
| Alpha DNA Investment Management LLC | 3,886 | $927.0K | 0.83% | +3,886 | New |
| Strengthening Families & Communities, LLC | 2,944 | $890.0K | 0.54% | +100+3.5% | Added |
| Tower Research Capital LLC (TRC) | 3,697 | $883.0K | 0.02% | +1,886+104.1% | Added |
| Gotham Asset Management, LLC | 3,657 | $873.0K | 0.03% | +537+17.2% | Added |
| Fortem Financial Group, LLC | 3,630 | $867.0K | 0.57% | +3,630 | New |
| Lindenwold Advisors | 3,537 | $845.0K | 0.60% | +43+1.2% | Added |
| Capital Investment Advisory Services, LLC | 3,485 | $832.0K | 0.10% | +1,000+40.2% | Added |
| Mercer Global Advisors Inc | 3,402 | $812.0K | 0.00% | +888+35.3% | Added |
| Rational Advisors LLC | 3,343 | $798.0K | 0.06% | −1,019−23.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,327 | $795.0K | 0.00% | +210+6.7% | Added |
| Canada Pension Plan Investment Board | 3,225 | $770.0K | 0.00% | +1,500+87.0% | Added |
| Creative Planning | 3,186 | $761.0K | 0.00% | +206+6.9% | Added |
| Aigen Investment Management, LP | 3,174 | $758.0K | 0.13% | −18−0.6% | Reduced |
| Chicago Trust Co NA | 3,117 | $744.0K | 0.19% | 00.0% | Unchanged |
| Winton Group Ltd | 3,078 | $735.0K | 0.04% | −1,827−37.2% | Reduced |
| Securian Asset Management, Inc | 3,057 | $730.0K | 0.02% | +100+3.4% | Added |
| MML Investors Services, LLC | 3,053 | $729.0K | 0.01% | +970+46.6% | Added |
| Crossmark Global Holdings, Inc. | 3,044 | $727.0K | 0.02% | +40+1.3% | Added |
| Brown Brothers Harriman & Co | 3,041 | $726.0K | 0.01% | +331+12.2% | Added |
| VisionPoint Advisory Group, LLC | 2,437 | $714.0K | 0.28% | +2,437 | New |
| Regions Financial Corp | 2,966 | $709.0K | 0.01% | −264−8.2% | Reduced |
| Change Path, LLC | 2,945 | $703.0K | 0.04% | +22+0.8% | Added |
| Quantamental Technologies LLC | 2,941 | $702.0K | 0.32% | +2,941 | New |
| Cerity Partners LLC | 2,819 | $673.0K | 0.01% | +435+18.2% | Added |
| WCM Investment Management, LLC | 2,810 | $669.0K | 0.00% | +9+0.3% | Added |
| Parsec Financial Management, Inc. | 2,770 | $662.0K | 0.03% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 2,755 | $658.0K | 0.45% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 2,750 | $647.0K | 0.00% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 2,707 | $646.0K | 0.15% | +2,707 | New |
| American Century Companies Inc | 2,667 | $637.0K | 0.00% | +387+17.0% | Added |
| Shell Asset Management Co | 2,620 | $626.0K | 0.02% | +812+44.9% | Added |
| Charter Oak Capital Management, LLC | 2,610 | $623.0K | 0.08% | +30+1.2% | Added |
| Jump Financial, LLC | 2,586 | $618.0K | 0.03% | −614−19.2% | Reduced |
| Raymond James Trust N.A. | 2,573 | $615.0K | 0.02% | +762+42.1% | Added |
| Ninety One SA (PTY) Ltd | 2,552 | $612.0K | 0.22% | +2,552 | New |
| CoreCap Advisors, LLC | 2,499 | $597.0K | 0.05% | −103−4.0% | Reduced |
| 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 |
| Capital Asset Advisory Services LLC | 2,460 | $587.0K | 0.06% | +2,460 | New |
| Point72 Hong Kong Ltd | 2,452 | $586.0K | 0.04% | +1,690+221.8% | Added |
| Kenfarb & Co. | 1,895 | $577.0K | 0.46% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 2,393 | $571.0K | 0.08% | +684+40.0% | Added |
| Cetera Advisors LLC | 2,380 | $568.0K | 0.01% | −6−0.3% | Reduced |
| Caxton Associates LP | 2,363 | $564.0K | 0.07% | +2,363 | New |
| Crawford Investment Counsel Inc | 2,333 | $557.0K | 0.01% | −7−0.3% | Reduced |