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 |
|---|---|---|---|---|---|
| Advisor Partners II, LLC | 1,843 | $474.0K | 0.04% | +1,843 | New |
| Parsec Financial Management, Inc. | 1,870 | $481.0K | 0.02% | −900−32.5% | Reduced |
| Two Sigma Securities, LLC | 1,887 | $486.0K | 0.07% | +1,887 | New |
| Stephens Inc | 1,897 | $488.0K | 0.01% | −2,511−57.0% | Reduced |
| Kenfarb & Co. | 1,895 | $488.0K | 0.46% | 00.0% | Unchanged |
| LVW Advisors, LLC | 1,899 | $489.0K | 0.11% | +117+6.6% | Added |
| ProShare Advisors LLC | 1,906 | $490.0K | 0.00% | −16−0.8% | Reduced |
| CWM Advisors, LLC | 1,935 | $498.0K | 0.07% | +1,051+118.9% | Added |
| Baker Tilly Wealth Management, LLC | 1,977 | $509.0K | 0.07% | +7+0.4% | Added |
| Burney Co | 1,984 | $511.0K | 0.03% | +1,984 | New |
| Connectus Wealth, LLC | 2,000 | $515.0K | 0.01% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 2,002 | $515.4K | 0.06% | −69−3.3% | Reduced |
| J. W. Coons Advisors, LLC | 2,031 | $523.0K | 0.20% | +260+14.7% | Added |
| Shell Asset Management Co | 2,076 | $534.0K | 0.02% | −544−20.8% | Reduced |
| Capital Analysts, LLC | 2,080 | $536.0K | 0.04% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,141 | $551.0K | 0.02% | +2,141 | New |
| Hilltop Holdings Inc. | 2,145 | $552.0K | 0.07% | −248−10.4% | Reduced |
| Silvercrest Asset Management Group LLC | 2,150 | $554.0K | 0.00% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 2,163 | $557.0K | 0.13% | +132+6.5% | Added |
| Financial Advisory Service, Inc. | 2,174 | $560.0K | 0.06% | +10+0.5% | Added |
| CIBC World Markets Inc. | 2,182 | $562.0K | 0.00% | +2,182 | New |
| Advisor OS, LLC | 2,204 | $567.0K | 0.17% | −73−3.2% | Reduced |
| National Asset Management, Inc. | 2,198 | $567.0K | 0.02% | +750+51.8% | Added |
| Donaldson Capital Management, LLC | 2,229 | $574.0K | 0.03% | −93−4.0% | Reduced |
| Ensemble Capital Management, LLC | 2,235 | $575.0K | 0.06% | 00.0% | Unchanged |
| Pictet Asset Management SA | 2,300 | $592.0K | 0.00% | +608+35.9% | Added |
| Crawford Investment Counsel Inc | 2,332 | $600.0K | 0.01% | −10.0% | Reduced |
| CoreCap Advisors, LLC | 2,354 | $606.0K | 0.05% | −145−5.8% | Reduced |
| Cetera Advisors LLC | 2,368 | $610.0K | 0.02% | −12−0.5% | Reduced |
| Change Path, LLC | 2,395 | $617.0K | 0.04% | −550−18.7% | Reduced |
| D. E. Shaw & Co., Inc. | 2,411 | $621.0K | 0.00% | +356+17.3% | Added |
| Wealth Alliance | 2,494 | $642.0K | 0.13% | +607+32.2% | Added |
| KBC Group NV | 2,498 | $643.0K | 0.00% | +7+0.3% | Added |
| Rockefeller Capital Management L.P. | 2,566 | $660.0K | 0.00% | +539+26.6% | Added |
| Ninety One SA (PTY) Ltd | 2,552 | $663.0K | 0.26% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2,589 | $667.0K | 0.32% | +152+6.2% | Added |
| Argent Trust Co | 2,596 | $668.0K | 0.05% | +706+37.4% | Added |
| Charter Oak Capital Management, LLC | 2,610 | $672.0K | 0.11% | 00.0% | Unchanged |
| Cetera Investment Advisers | 2,684 | $691.0K | 0.01% | +632+30.8% | Added |
| DekaBank Deutsche Girozentrale | 2,750 | $700.0K | 0.00% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 2,755 | $709.0K | 0.52% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 2,862 | $733.0K | 0.00% | +52+1.9% | Added |
| Avantax Advisory Services, Inc. | 2,859 | $736.0K | 0.01% | +2,859 | New |
| Crossmark Global Holdings, Inc. | 2,893 | $745.0K | 0.02% | −151−5.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 2,915 | $751.0K | 0.00% | −1,556−34.8% | Reduced |
| Prelude Capital Management, LLC | 2,923 | $753.0K | 0.04% | +1,110+61.2% | Added |
| MML Investors Services, LLC | 2,985 | $768.0K | 0.01% | −68−2.2% | Reduced |
| Regentatlantic Capital LLC | 2,996 | $772.0K | 0.02% | +1,484+98.1% | Added |
| Annandale Capital, LLC | 3,006 | $774.0K | 0.29% | +3,006 | New |
| Susquehanna International Group, LLP | 3,018 | $777.0K | 0.00% | +2,028+204.8% | Added |
| Brown Brothers Harriman & Co | 3,041 | $783.0K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 3,057 | $787.0K | 0.02% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 3,103 | $799.0K | 0.52% | −954−23.5% | Reduced |
| American Century Companies Inc | 3,196 | $823.0K | 0.00% | +529+19.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,262 | $840.0K | 0.00% | −65−2.0% | Reduced |
| GWM Advisors LLC | 3,280 | $844.0K | 0.01% | −680−17.2% | Reduced |
| Amundi | 3,156 | $865.0K | 0.00% | +3,057+3,087.9% | Added |
| Chicago Trust Co NA | 3,367 | $867.0K | 0.22% | +250+8.0% | Added |
| Cerity Partners LLC | 3,403 | $876.0K | 0.01% | +584+20.7% | Added |
| Raymond James Trust N.A. | 3,402 | $876.0K | 0.03% | +829+32.2% | Added |
| Umb Bank N A | 3,480 | $895.0K | 0.02% | +2,351+208.2% | Added |
| Capital Investment Advisory Services, LLC | 3,485 | $897.0K | 0.12% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 3,508 | $903.0K | 0.01% | +106+3.1% | Added |
| Lindenwold Advisors | 3,552 | $914.0K | 0.68% | +15+0.4% | Added |
| Creative Planning | 3,567 | $918.0K | 0.00% | +381+12.0% | Added |
| AdvisorShares Investments LLC | 3,645 | $938.0K | 0.25% | +3,645 | New |
| Intech Investment Management LLC | 3,645 | $938.4K | 0.01% | −4,104−53.0% | Reduced |
| Winton Group Ltd | 3,678 | $947.0K | 0.06% | +600+19.5% | Added |
| HSBC Holdings PLC | 3,720 | $970.0K | 0.00% | −1,581−29.8% | Reduced |
| Aviance Capital Partners, LLC | 4,006 | $1.03M | 0.26% | −994−19.9% | Reduced |
| Deutsche Bank AG | 4,039 | $1.04M | 0.00% | −1,455−26.5% | Reduced |
| Zurich Insurance Group Ltd | 4,100 | $1.06M | 0.02% | +4,100 | New |
| Public Employees Retirement Association of Colorado | 4,143 | $1.07M | 0.01% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 4,174 | $1.07M | 0.20% | +1,467+54.2% | Added |
| Diametric Capital, LP | 4,201 | $1.08M | 0.55% | +4,201 | New |
| Alpha Omega Wealth Management LLC | 4,212 | $1.08M | 0.21% | −150−3.4% | Reduced |
| Mariner, LLC | 4,268 | $1.10M | 0.00% | +4,268 | New |
| Quantinno Capital Management LP | 4,276 | $1.10M | 0.14% | +4,276 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,289 | $1.10M | 0.01% | +196+4.8% | Added |
| Ergoteles LLC | 4,317 | $1.11M | 0.04% | +4,317 | New |
| Horizon Investments, LLC | 4,630 | $1.18M | 0.04% | −1,876−28.8% | Reduced |
| State of Alaska, Department of Revenue | 4,609 | $1.19M | 0.02% | −155−3.3% | Reduced |
| Prudential Financial Inc | 4,718 | $1.21M | 0.00% | +258+5.8% | Added |
| AlphaCrest Capital Management LLC | 4,688 | $1.21M | 0.07% | +3,849+458.8% | Added |
| RFG Advisory, LLC | 4,615 | $1.21M | 0.07% | −115−2.4% | Reduced |
| Federated Hermes, Inc. | 4,747 | $1.22M | 0.00% | −262−5.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 4,796 | $1.24M | 0.03% | −756−13.6% | Reduced |
| Alberta Investment Management Corp | 4,800 | $1.24M | 0.01% | 00.0% | Unchanged |
| Barbara Oil Co. | 5,000 | $1.29M | 0.71% | 00.0% | Unchanged |
| Scopus Asset Management, L.P. | 5,000 | $1.29M | 0.07% | +5,000 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,083 | $1.31M | 0.11% | +561+12.4% | Added |
| Rafferty Asset Management, LLC | 5,114 | $1.32M | 0.01% | −216−4.1% | Reduced |
| New Mexico Educational Retirement Board | 5,200 | $1.34M | 0.07% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 5,244 | $1.35M | 0.03% | −415−7.3% | Reduced |
| Lee Financial Co | 5,657 | $1.46M | 0.27% | +12+0.2% | Added |
| Xponance, Inc. | 5,666 | $1.46M | 0.03% | −25−0.4% | Reduced |
| Taylor Frigon Capital Management LLC | 5,699 | $1.47M | 0.76% | −15−0.3% | Reduced |
| Strengthening Families & Communities, LLC | 5,713 | $1.47M | 0.77% | +2,769+94.1% | Added |
| Schechter Investment Advisors, LLC | 5,729 | $1.48M | 0.15% | +844+17.3% | Added |
| Aviva PLC | 5,808 | $1.50M | 0.01% | −2,347−28.8% | Reduced |