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
Q3 2022 vs. Q2 2022
How the institutions holding Watsco Inc changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Of which not filed for Q3 2022 | Q3 2022 | Change |
|---|---|---|---|---|
| Holders | 516 | 6 | 538 | +28 |
| Shares | 32.4M | 47.7K | 33.4M | +1.01M (+3.1%) |
| Value | $7.74B | $11.4M | $8.59B | +$864.3M (+11.2%) |
6 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (78)
Institutions that held Watsco Inc at the end of Q3 2022 but not at the end of Q2 2022.
Sold out (50)
Institutions that held Watsco Inc at the end of Q2 2022 and filed for Q3 2022 without it.
Not filed for Q3 2022 yet (6)
Institutions that held Watsco Inc at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Frontier Wealth Management LLC | 37,864 | $9.04M |
| Coldstream Capital Management Inc | 6,240 | $1.49M |
| Icon Wealth Partners, LLC | 1,830 | $437.0K |
| Advisor Partners LLC | 1,727 | $412.0K |
| HC Financial Advisors Inc | 66 | $16.0K |
| Fieldpoint Private Securities, LLC | 7 | $2.00K |