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, Q3 2022
Institutional positions in Watsco Inc as of Sep 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
- 538
- +28 vs. Q2 2022
- Shares held
- 33.4M
- +1.01M (+3.1%) vs. Q2 2022
- Total value
- $8.59B
- +$864.3M (+11.2%) vs. Q2 2022
- New holders
- 78
- 194 more added
- Sold out
- 50
- 177 more reduced
6 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baystate Wealth Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $515 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | −12−80.0% | Reduced |
| MCF Advisors LLC | 3 | $1.00K | 0.00% | −6−66.7% | Reduced |
| SJS Investment Consulting Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Tucker Asset Management LLC | 5 | $1.35K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 9 | $2.00K | 0.00% | −2,651−99.7% | Reduced |
| Loomis Sayles & Co L P | 7 | $2.00K | 0.00% | +7 | New |
| Optimum Investment Advisors | 9 | $2.00K | 0.00% | +9 | New |
| Adirondack Trust Co | 8 | $2.00K | 0.00% | +8 | New |
| Capital Advisors, Ltd. LLC | 8 | $2.00K | 0.00% | +8 | New |
| Center for Financial Planning, Inc. | 8 | $2.00K | 0.00% | +8 | New |
| Spire Wealth Management | 10 | $3.00K | 0.00% | −33−76.7% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 11 | $3.00K | 0.00% | +10+1,000.0% | Added |
| Salem Investment Counselors Inc | 10 | $3.00K | 0.00% | +10 | New |
| Trust Co of Vermont | 14 | $4.00K | 0.00% | +14 | New |
| Farmers & Merchants Investments Inc | 15 | $4.00K | 0.00% | +15 | New |
| Gradient Investments LLC | 14 | $4.00K | 0.00% | +14 | New |
| Global Financial Private Client, LLC | 16 | $4.25K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 20 | $5.00K | 0.00% | −74−78.7% | Reduced |
| Smithfield Trust Co | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 20 | $5.00K | 0.00% | +20 | New |
| Raleigh Capital Management Inc. | 19 | $5.00K | 0.00% | +19 | New |
| Bartlett & Co. Wealth Management LLC | 20 | $5.15K | 0.00% | −74−78.7% | Reduced |
| TD Waterhouse Canada Inc. | 21 | $5.57K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 23 | $6.00K | 0.00% | −25−52.1% | Reduced |
| Bell Investment Advisors, Inc | 24 | $6.00K | 0.00% | −18−42.9% | Reduced |
| Key Financial Inc | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 23 | $6.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 23 | $6.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 25 | $6.00K | 0.00% | +25 | New |
| Morgan Dempsey Capital Management LLC | 22 | $6.00K | 0.00% | +22 | New |
| Bogart Wealth, LLC | 24 | $6.00K | 0.00% | +24 | New |
| Hexagon Capital Partners LLC | 24 | $6.00K | 0.00% | +24 | New |
| EdgeRock Capital LLC | 23 | $6.00K | 0.00% | +23 | New |
| Howe & Rusling Inc | 26 | $7.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 26 | $7.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 29 | $7.00K | 0.01% | +3+11.5% | Added |
| American National Bank | 32 | $8.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 32 | $8.24K | 0.00% | +30+1,500.0% | Added |
| Rosenberg Matthew Hamilton | 35 | $9.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 35 | $9.00K | 0.01% | +35 | New |
| Legacy Bridge, LLC | 40 | $10.0K | 0.01% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 42 | $11.0K | 0.00% | +42 | New |
| JFS Wealth Advisors, LLC | 45 | $12.0K | 0.00% | +14+45.2% | Added |
| TCI Wealth Advisors, Inc. | 49 | $13.0K | 0.00% | −10−16.9% | Reduced |
| PSI Advisors, LLC | 50 | $13.0K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 60 | $15.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 58 | $15.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 58 | $15.0K | 0.00% | +30+107.1% | Added |
| West Branch Capital LLC | 63 | $16.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 64 | $16.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 58 | $16.0K | 0.00% | +8+16.0% | Added |
| Institutional & Family Asset Management, LLC | 67 | $17.0K | 0.00% | −9−11.8% | Reduced |
| Disciplined Investments, LLC | 68 | $18.0K | 0.01% | −10−12.8% | Reduced |
| Washington Trust Advisors, Inc. | 69 | $18.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 74 | $19.0K | 0.00% | +74 | New |
| De Burlo Group Inc | 75 | $19.3K | 0.00% | +75 | New |
| Larson Financial Group LLC | 78 | $20.0K | 0.00% | +36+85.7% | Added |
| Harbour Investments, Inc. | 89 | $21.0K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 83 | $21.0K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 80 | $21.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 81 | $21.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 87 | $22.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 86 | $22.0K | 0.00% | +5+6.2% | Added |
| Gladius Capital Management LP | 90 | $24.0K | 0.00% | −80−47.1% | Reduced |
| SRS Capital Advisors, Inc. | 96 | $25.0K | 0.00% | +5+5.5% | Added |
| Covington Capital Management | 100 | $26.0K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 100 | $26.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 100 | $26.0K | 0.00% | +92+1,150.0% | Added |
| AdvisorNet Financial, Inc | 103 | $27.0K | 0.00% | −823−88.9% | Reduced |
| O'Dell Group, LLC | 104 | $27.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 104 | $27.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 114 | $29.0K | 0.00% | −5−4.2% | Reduced |
| American Portfolios Advisors | 114 | $29.4K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 115 | $30.0K | 0.00% | −15−11.5% | Reduced |
| National Bank of Canada | 117 | $30.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 115 | $30.0K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 150 | $39.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 155 | $39.9K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 157 | $41.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 164 | $42.0K | 0.00% | −21−11.4% | Reduced |
| Eagle Bay Advisors LLC | 163 | $42.0K | 0.03% | +69+73.4% | Added |
| Proequities, Inc. | 168 | $43.0K | 0.00% | +17+11.3% | Added |
| Private Trust Co NA | 170 | $44.0K | 0.01% | +17+11.1% | Added |
| Bessemer Group Inc | 173 | $45.0K | 0.00% | +22+14.6% | Added |
| Federation des caisses Desjardins du Quebec | 185 | $47.6K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 185 | $48.0K | 0.03% | +16+9.5% | Added |
| Whittier Trust Co | 200 | $51.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 200 | $51.5K | 0.00% | +200 | New |
| Lumature Wealth Partners, LLC | 212 | $55.0K | 0.03% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 225 | $58.0K | 0.02% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 230 | $59.0K | 0.03% | 00.0% | Unchanged |