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 |
|---|---|---|---|---|---|
| JTC Employer Solutions Trusteee Ltd | 780 | $186.0K | 0.02% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 731 | $175.0K | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 693 | $166.0K | 0.00% | +268+63.1% | Added |
| Covestor Ltd | 652 | $156.0K | 0.13% | −1−0.2% | Reduced |
| Heritage Wealth Advisors | 643 | $154.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 624 | $149.0K | 0.01% | −108−14.8% | Reduced |
| FourThought Financial, LLC | 624 | $149.0K | 0.02% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 611 | $145.0K | 0.00% | −7,838−92.8% | Reduced |
| ACG Wealth | 603 | $144.0K | 0.03% | +603 | New |
| First Horizon Advisors, Inc. | 552 | $131.0K | 0.00% | +73+15.2% | Added |
| Signaturefd, LLC | 543 | $130.0K | 0.00% | −223−29.1% | Reduced |
| Ci Investments Inc. | 417 | $100.0K | 0.00% | −318−43.3% | Reduced |
| American Research & Management Co. | 400 | $96.0K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 360 | $85.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 325 | $78.0K | 0.00% | +2+0.6% | Added |
| Huntington National Bank | 308 | $74.0K | 0.00% | +34+12.4% | Added |
| Venture Visionary Partners LLC | 298 | $71.2K | 0.01% | +298 | New |
| Ellis Investment Partners, LLC | 298 | $71.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 292 | $70.0K | 0.00% | +4+1.4% | Added |
| Castleview Partners, LLC | 2,660 | $64.7K | 0.06% | +2,651+29,455.6% | Added |
| Endurance Wealth Management, Inc. | 245 | $59.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 315 | $58.0K | 0.00% | −324−50.7% | Reduced |
| Cedar Wealth Management, LLC | 230 | $55.0K | 0.03% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 225 | $54.0K | 0.01% | +225 | New |
| Lumature Wealth Partners, LLC | 212 | $51.0K | 0.02% | −53−20.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 204 | $49.0K | 0.01% | −282−58.0% | Reduced |
| Prospera Financial Services Inc | 201 | $48.0K | 0.00% | +4+2.0% | Added |
| Whittier Trust Co | 200 | $48.0K | 0.00% | +100+100.0% | Added |
| Federation des caisses Desjardins du Quebec | 185 | $44.2K | 0.00% | +158+585.2% | Added |
| HM Payson & Co | 185 | $44.0K | 0.00% | +21+12.8% | Added |
| JJJ Advisors Inc. | 157 | $43.0K | 0.01% | −299−65.6% | Reduced |
| Gladius Capital Management LP | 170 | $41.0K | 0.01% | −478−73.8% | Reduced |
| Zullo Investment Group, Inc. | 169 | $40.0K | 0.02% | +29+20.7% | Added |
| Accel Wealth Management | 150 | $38.0K | 0.02% | +60+66.7% | Added |
| Nomura Asset Management Co Ltd | 155 | $37.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 153 | $37.0K | 0.01% | +153 | New |
| Bessemer Group Inc | 151 | $36.0K | 0.00% | −28−15.6% | Reduced |
| Proequities, Inc. | 151 | $36.0K | 0.00% | −10−6.2% | Reduced |
| Resources Management Corp | 150 | $36.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 133 | $32.0K | 0.00% | −82−38.1% | Reduced |
| Sargent Bickham Lagudis LLC | 130 | $31.0K | 0.00% | +116+828.6% | Added |
| GHP Investment Advisors, Inc. | 117 | $28.0K | 0.00% | −68−36.8% | Reduced |
| Massmutual Trust Co FSB | 119 | $28.0K | 0.00% | +7+6.3% | Added |
| National Bank of Canada | 117 | $28.0K | 0.00% | +13+12.5% | Added |
| American Portfolios Advisors | 114 | $27.2K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 115 | $27.0K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 104 | $25.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 104 | $25.0K | 0.02% | 00.0% | Unchanged |
| Amundi | 99 | $25.0K | 0.00% | +99 | New |
| Heritage Financial Services, LLC | 106 | $25.0K | 0.01% | +106 | New |
| Covington Capital Management | 100 | $24.0K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 100 | $24.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 94 | $22.6K | 0.01% | +94 | New |
| Bartlett & Co. Wealth Management LLC | 94 | $22.4K | 0.00% | +94 | New |
| SRS Capital Advisors, Inc. | 91 | $22.0K | 0.00% | +82+911.1% | Added |
| Bartlett & Co. LLC | 94 | $22.0K | 0.00% | +94 | New |
| Vigilant Capital Management, LLC | 87 | $21.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 89 | $21.0K | 0.00% | +89 | New |
| RE Dickinson Investment Advisors, LLC | 83 | $20.0K | 0.02% | +83 | New |
| Tobam | 81 | $19.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 78 | $19.0K | 0.01% | +19+32.2% | Added |
| Whittier Trust Co of Nevada Inc | 81 | $19.0K | 0.00% | +53+189.3% | Added |
| Hanson & Doremus Investment Management | 80 | $19.0K | 0.00% | +80 | New |
| Institutional & Family Asset Management, LLC | 76 | $18.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 70 | $17.0K | 0.00% | −54−43.5% | Reduced |
| Washington Trust Advisors, Inc. | 69 | $16.0K | 0.00% | −25−26.6% | Reduced |
| HC Financial Advisors Inc | 66 | $16.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 63 | $15.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 64 | $15.0K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 60 | $14.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 58 | $14.0K | 0.01% | −1−1.7% | Reduced |
| TCI Wealth Advisors, Inc. | 59 | $14.0K | 0.00% | +47+391.7% | Added |
| PSI Advisors, LLC | 50 | $12.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 50 | $12.0K | 0.00% | +4+8.7% | Added |
| Riverview Trust Co | 52 | $12.0K | 0.01% | +52 | New |
| Macroview Investment Management LLC | 47 | $11.0K | 0.02% | +47 | New |
| Allworth Financial LP | 48 | $11.0K | 0.00% | +48 | New |
| Spire Wealth Management | 43 | $10.0K | 0.00% | −26−37.7% | Reduced |
| Legacy Bridge, LLC | 40 | $10.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 42 | $10.0K | 0.00% | +42 | New |
| Bell Investment Advisors, Inc | 42 | $10.0K | 0.00% | +42 | New |
| Rosenberg Matthew Hamilton | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 32 | $8.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 31 | $7.00K | 0.00% | −10−24.4% | Reduced |
| Lindbrook Capital, LLC | 28 | $7.00K | 0.00% | −4−12.5% | Reduced |
| Country Trust Bank | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 26 | $6.00K | 0.01% | +7+36.8% | Added |
| Howe & Rusling Inc | 26 | $6.00K | 0.00% | +26 | New |
| Independence Bank of Kentucky | 26 | $6.00K | 0.00% | +26 | New |
| TD Waterhouse Canada Inc. | 21 | $5.07K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 23 | $5.00K | 0.00% | −3−11.5% | Reduced |
| Earnest Partners LLC | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 19 | $5.00K | 0.00% | −4−17.4% | Reduced |
| Smithfield Trust Co | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 18 | $4.00K | 0.00% | +18 | New |