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 |
|---|---|---|---|---|---|
| Donaldson Capital Management, LLC | 2,322 | $554.0K | 0.03% | +313+15.6% | Added |
| Advisor OS, LLC | 2,277 | $543.0K | 0.16% | +2,277 | New |
| Ensemble Capital Management, LLC | 2,235 | $534.0K | 0.06% | 00.0% | Unchanged |
| FORA Capital, LLC | 2,177 | $520.0K | 0.10% | +2,177 | New |
| Financial Advisory Service, Inc. | 2,164 | $517.0K | 0.05% | +32+1.5% | Added |
| 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 |
| Pictet Asset Management SA | 1,692 | $512.0K | 0.00% | −566−25.1% | 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 |
| Eqis Capital Management, Inc. | 2,071 | $494.6K | 0.05% | −476−18.7% | Reduced |
| D. E. Shaw & Co., Inc. | 2,055 | $491.0K | 0.00% | −959−31.8% | Reduced |
| Cetera Investment Advisers | 2,052 | $490.0K | 0.01% | +182+9.7% | Added |
| TrinityPoint Wealth, LLC | 2,031 | $485.0K | 0.11% | +36+1.8% | Added |
| Rockefeller Capital Management L.P. | 2,027 | $483.0K | 0.00% | +83+4.3% | Added |
| Weiss Multi-Strategy Advisers LLC | 2,000 | $478.0K | 0.01% | +2,000 | New |
| Connectus Wealth, LLC | 2,000 | $478.0K | 0.01% | +2,000 | New |
| Groesbeck Investment Management Corp | 1,980 | $473.0K | 0.78% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 1,970 | $470.0K | 0.06% | −48−2.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,932 | $462.0K | 0.12% | +1,902+6,340.0% | Added |
| ProShare Advisors LLC | 1,922 | $459.0K | 0.00% | −752−28.1% | Reduced |
| Segall Bryant & Hamill, LLC | 1,902 | $455.0K | 0.01% | +115+6.4% | Added |
| Paradigm Asset Management Co LLC | 1,900 | $453.8K | 0.14% | +1,900 | 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 |
| Sonen Capital LLC | 1,860 | $444.0K | 0.64% | +1,860 | New |
| Virtu Financial LLC | 1,841 | $440.0K | 0.04% | +1,841 | New |
| Icon Wealth Partners, LLC | 1,830 | $437.0K | 0.05% | −437−19.3% | 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 |
| Blueshift Asset Management, LLC | 1,817 | $434.0K | 0.07% | −2,440−57.3% | Reduced |
| Prelude Capital Management, LLC | 1,813 | $433.0K | 0.02% | +1,813 | New |
| J. W. Coons Advisors, LLC | 1,771 | $427.0K | 0.15% | −348−16.4% | Reduced |
| LVW Advisors, LLC | 1,782 | $426.0K | 0.09% | +1,782 | New |
| Shelton Capital Management | 1,747 | $417.0K | 0.02% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 1,730 | $413.0K | 0.04% | +70+4.2% | Added |
| 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 |
| 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 |
| 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 |
| Compass Ion Advisors, LLC | 1,623 | $387.0K | 0.11% | +13+0.8% | Added |
| Krane Funds Advisors LLC | 1,618 | $386.0K | 0.01% | −55−3.3% | Reduced |
| Engineers Gate Manager LP | 1,602 | $383.0K | 0.01% | +1,602 | New |
| JustInvest LLC | 1,600 | $382.0K | 0.02% | −1,341−45.6% | Reduced |
| Johnson Financial Group, Inc. | 1,569 | $375.0K | 0.03% | +1,569 | New |
| Kestra Advisory Services, LLC | 1,553 | $371.0K | 0.00% | +511+49.0% | Added |
| Regentatlantic Capital LLC | 1,512 | $361.0K | 0.01% | +3+0.2% | Added |
| Webster Bank, N. A. | 1,493 | $357.0K | 0.05% | 00.0% | Unchanged |
| National Asset Management, Inc. | 1,448 | $347.0K | 0.01% | −14−1.0% | Reduced |
| Jefferies Group LLC | 1,417 | $338.4K | 0.01% | +1,417 | New |
| Steward Partners Investment Advisory, LLC | 1,409 | $336.0K | 0.01% | −79−5.3% | Reduced |
| Avestar Capital, LLC | 1,403 | $335.0K | 0.09% | +184+15.1% | Added |
| Teza Capital Management LLC | 1,392 | $332.0K | 0.13% | +1,392 | New |
| ICA Group Wealth Management, LLC | 1,120 | $330.0K | 0.06% | +9+0.8% | 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 |
| 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 |
| Ethic Inc. | 1,318 | $315.0K | 0.02% | −107−7.5% | Reduced |
| Profund Advisors LLC | 1,305 | $312.0K | 0.02% | −349−21.1% | Reduced |
| MQS Management LLC | 1,285 | $307.0K | 0.21% | +1,285 | New |
| Sofos Investments, Inc. | 1,434 | $305.0K | 0.03% | −701−32.8% | Reduced |
| Symmetry Partners, LLC | 1,273 | $304.0K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,270 | $303.0K | 0.03% | +1,270 | New |
| Crescent Grove Advisors, LLC | 1,264 | $302.0K | 0.03% | +314+33.1% | Added |
| Wakefield Asset Management LLLP | 1,244 | $297.0K | 0.13% | +319+34.5% | Added |
| StoneX Group Inc. | 1,231 | $294.0K | 0.04% | +425+52.7% | Added |
| First Citizens Bank & Trust Co | 1,223 | $292.0K | 0.01% | −33−2.6% | Reduced |
| Belpointe Asset Management LLC | 1,220 | $291.0K | 0.02% | −25−2.0% | Reduced |
| Graham Capital Management, L.P. | 1,214 | $289.0K | 0.01% | +1,214 | New |
| Heritage Wealth Management, LLC | 1,143 | $273.0K | 0.09% | +1,143 | New |
| 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 |
| Voya Financial Advisors, Inc. | 1,127 | $268.0K | 0.03% | −65−5.5% | Reduced |
| Fifth Third Bancorp | 1,115 | $266.0K | 0.00% | +49+4.6% | Added |
| Verition Fund Management LLC | 1,111 | $265.0K | 0.01% | +1,111 | New |
| M&T Bank Corp | 1,212 | $263.0K | 0.00% | +216+21.7% | Added |
| Mirabella Financial Services LLP | 1,082 | $258.0K | 0.03% | +1,082 | New |
| Gsa Capital Partners LLP | 1,035 | $247.0K | 0.04% | −2,287−68.8% | Reduced |
| Washington Trust Bank | 1,022 | $244.0K | 0.03% | −13−1.3% | Reduced |
| Clarius Group, LLC | 1,000 | $239.0K | 0.02% | +1,000 | New |
| 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 |
| Parkside Financial Bank & Trust | 981 | $234.0K | 0.07% | +61+6.6% | Added |
| Coury Firm Asset Management LLC | 953 | $228.0K | 0.30% | +8+0.8% | 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 |
| AdvisorNet Financial, Inc | 926 | $221.0K | 0.02% | +288+45.1% | Added |
| Brown Advisory Inc | 917 | $219.0K | 0.00% | +917 | New |
| Ellevest, Inc. | 903 | $216.0K | 0.02% | −11−1.2% | Reduced |
| SlateStone Wealth, LLC | 904 | $216.0K | 0.06% | +904 | New |
| Lake Street Financial LLC | 896 | $214.0K | 0.05% | −73−7.5% | Reduced |
| CWM Advisors, LLC | 884 | $211.0K | 0.03% | +115+15.0% | Added |
| Wealth Management Solutions, LLC | 873 | $209.0K | 0.12% | −67−7.1% | Reduced |
| Longfellow Investment Management Co LLC | 864 | $208.0K | 0.04% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 839 | $200.0K | 0.01% | +164+24.3% | Added |
| Pacer Advisors, Inc. | 812 | $194.0K | 0.00% | +812 | New |