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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 328 | $60.0K | 0.00% | +13+4.1% | Added |
| Endurance Wealth Management, Inc. | 245 | $63.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 248 | $63.0K | 0.00% | +248 | New |
| Wipfli Financial Advisors LLC, | 245 | $63.0K | 0.00% | +245 | New |
| Ossiam | 266 | $68.0K | 0.00% | +266 | New |
| Ellis Investment Partners, LLC | 298 | $76.0K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 306 | $78.0K | 0.00% | −2−0.6% | Reduced |
| Central Trust Co | 325 | $83.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 353 | $91.0K | 0.02% | +353 | New |
| First Manhattan Co | 360 | $92.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 382 | $98.0K | 0.00% | +90+30.8% | Added |
| Ci Investments Inc. | 394 | $101.0K | 0.00% | −23−5.5% | Reduced |
| American Research & Management Co. | 400 | $103.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 492 | $127.0K | 0.02% | +359+269.9% | Added |
| First Horizon Advisors, Inc. | 589 | $151.0K | 0.01% | +37+6.7% | Added |
| FourThought Financial, LLC | 624 | $161.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 636 | $164.0K | 0.15% | −16−2.5% | Reduced |
| Heritage Wealth Advisors | 643 | $165.6K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 648 | $167.0K | 0.01% | +105+19.3% | Added |
| Quantbot Technologies LP | 696 | $179.0K | 0.01% | −574−45.2% | Reduced |
| Meeder Asset Management Inc | 698 | $180.0K | 0.01% | +74+11.9% | Added |
| Royal London Asset Management Ltd | 731 | $188.0K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 780 | $201.0K | 0.03% | 00.0% | Unchanged |
| Oak Ridge Investments LLC | 807 | $208.0K | 0.03% | +807 | New |
| Premier Asset Management LLC | 855 | $220.0K | 0.23% | +855 | New |
| Longfellow Investment Management Co LLC | 864 | $222.0K | 0.05% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 860 | $222.0K | 0.00% | +860 | New |
| Wealth Management Solutions, LLC | 877 | $226.0K | 0.13% | +4+0.5% | Added |
| Lake Street Financial LLC | 896 | $231.0K | 0.05% | 00.0% | Unchanged |
| Ellevest, Inc. | 903 | $232.0K | 0.02% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 918 | $236.0K | 0.15% | +918 | New |
| Brown Advisory Inc | 931 | $240.0K | 0.00% | +14+1.5% | Added |
| Flagship Harbor Advisors, LLC | 936 | $241.0K | 0.03% | −6−0.6% | Reduced |
| SlateStone Wealth, LLC | 937 | $241.0K | 0.06% | +33+3.7% | Added |
| Veritable, L.P. | 935 | $241.0K | 0.00% | +935 | New |
| Parkside Financial Bank & Trust | 953 | $245.0K | 0.08% | −28−2.9% | Reduced |
| BHK Investment Advisors, LLC | 950 | $245.0K | 0.12% | +950 | New |
| PEAK6 Investments LLC | 957 | $247.0K | 0.01% | −3,704−79.5% | Reduced |
| Coury Firm Asset Management LLC | 960 | $247.0K | 0.37% | +7+0.7% | Added |
| Engineers Gate Manager LP | 973 | $251.0K | 0.02% | −629−39.3% | Reduced |
| Autumn Glory Partners, LLC | 975 | $251.0K | 0.17% | +975 | New |
| Boyar Asset Management Inc. | 982 | $253.0K | 0.21% | +982 | New |
| Crescent Grove Advisors, LLC | 985 | $254.0K | 0.03% | −279−22.1% | Reduced |
| Clarius Group, LLC | 1,000 | $257.0K | 0.03% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,000 | $257.5K | 0.00% | +1,000 | New |
| Virtu Financial LLC | 1,007 | $259.0K | 0.02% | −834−45.3% | Reduced |
| Washington Trust Bank | 1,022 | $263.0K | 0.03% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 1,025 | $264.0K | 0.00% | −2,200−68.2% | Reduced |
| Keebeck Alpha, LP | 1,052 | $271.0K | 0.15% | +1,052 | New |
| Voya Financial Advisors, Inc. | 1,090 | $279.0K | 0.04% | −37−3.3% | Reduced |
| Van Eck Associates Corp | 1,086 | $280.0K | 0.00% | +98+9.9% | Added |
| Fifth Third Bancorp | 1,092 | $281.0K | 0.00% | −23−2.1% | Reduced |
| ICA Group Wealth Management, LLC | 1,120 | $288.0K | 0.06% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,156 | $297.0K | 0.01% | −182−13.6% | Reduced |
| Park National Corp | 1,165 | $300.0K | 0.02% | +35+3.1% | Added |
| Insight Folios Inc | 1,174 | $302.0K | 0.15% | −907−43.6% | Reduced |
| Commerce Bank | 1,185 | $305.0K | 0.00% | +244+25.9% | Added |
| Profund Advisors LLC | 1,240 | $319.0K | 0.02% | −65−5.0% | Reduced |
| Symmetry Partners, LLC | 1,273 | $328.0K | 0.02% | 00.0% | Unchanged |
| M&T Bank Corp | 1,273 | $328.0K | 0.00% | +61+5.0% | Added |
| Sofos Investments, Inc. | 1,542 | $329.0K | 0.04% | +108+7.5% | Added |
| Heritage Wealth Management, LLC | 1,296 | $334.0K | 0.11% | +153+13.4% | Added |
| Centennial Wealth Advisory LLC | 1,301 | $335.0K | 0.20% | +1,301 | New |
| Y-Intercept (Hong Kong) Ltd | 1,304 | $335.7K | 0.03% | +1,304 | New |
| Integrated Wealth Concepts LLC | 1,341 | $345.0K | 0.01% | +3+0.2% | Added |
| Boston Private Wealth LLC | 1,348 | $347.0K | 0.01% | +1,348 | New |
| First Bank & Trust | 1,364 | $351.0K | 0.13% | −9−0.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,375 | $354.0K | 0.07% | 00.0% | Unchanged |
| Concentric Capital Strategies, LP | 1,386 | $357.0K | 0.14% | +1,386 | New |
| Johnson Financial Group, Inc. | 1,334 | $361.0K | 0.03% | −235−15.0% | Reduced |
| Moneta Group Investment Advisors LLC | 1,414 | $364.0K | 0.01% | −311−18.0% | Reduced |
| JustInvest LLC | 1,421 | $366.0K | 0.02% | −179−11.2% | Reduced |
| Yarbrough Capital, LLC | 1,447 | $373.0K | 0.03% | +1,447 | New |
| Krane Funds Advisors LLC | 1,472 | $379.0K | 0.02% | −146−9.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,478 | $381.0K | 0.01% | +69+4.9% | Added |
| Jump Financial, LLC | 1,484 | $382.0K | 0.01% | −1,102−42.6% | Reduced |
| Webster Bank, N. A. | 1,493 | $384.0K | 0.06% | 00.0% | Unchanged |
| Romano Brothers and Company | 1,500 | $386.0K | 0.06% | +1,500 | New |
| Jackson Creek Investment Advisors LLC | 1,511 | $389.0K | 0.18% | +11+0.7% | Added |
| Avestar Capital, LLC | 1,539 | $396.0K | 0.11% | +136+9.7% | Added |
| Capital Asset Advisory Services LLC | 1,541 | $397.0K | 0.05% | −919−37.4% | Reduced |
| Kestra Advisory Services, LLC | 1,544 | $398.0K | 0.00% | −9−0.6% | Reduced |
| Sonen Capital LLC | 1,554 | $400.0K | 0.65% | −306−16.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,568 | $405.0K | 0.09% | −364−18.8% | Reduced |
| Paradigm Asset Management Co LLC | 1,600 | $411.9K | 0.14% | −300−15.8% | Reduced |
| Advocate Group LLC | 1,620 | $417.0K | 0.10% | −23−1.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,630 | $420.0K | 0.01% | −2,067−55.9% | Reduced |
| Compass Ion Advisors, LLC | 1,636 | $421.0K | 0.12% | +13+0.8% | Added |
| Parallel Advisors, LLC | 1,645 | $424.0K | 0.02% | +3+0.2% | Added |
| Carnegie Capital Asset Management, LLC | 1,653 | $426.0K | 0.02% | +1,653 | New |
| Moody Lynn & Lieberson, LLC | 1,692 | $436.0K | 0.04% | −38−2.2% | Reduced |
| Belpointe Asset Management LLC | 1,696 | $436.0K | 0.03% | +476+39.0% | Added |
| Aigen Investment Management, LP | 1,722 | $443.0K | 0.06% | −1,452−45.7% | Reduced |
| CIBC Asset Management Inc | 1,724 | $444.0K | 0.00% | +4+0.2% | Added |
| Shelton Capital Management | 1,747 | $450.0K | 0.02% | 00.0% | Unchanged |
| Ethic Inc. | 1,790 | $461.0K | 0.03% | +472+35.8% | Added |
| Icon Wealth Advisors, LLC | 1,815 | $467.0K | 0.06% | +1,815 | New |
| Impax Asset Management Group plc | 1,818 | $468.0K | 0.00% | +1,818 | New |
| Parsons Capital Management Inc | 1,822 | $469.0K | 0.04% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 1,980 | $473.0K | 0.78% | 00.0% | Unchanged |