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 |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 167,500 | $43.1M | 0.06% | +69,600+71.1% | Added |
| Dearborn Partners LLC | 173,891 | $44.8M | 1.98% | +939+0.5% | Added |
| Premier Fund Managers Ltd | 195,800 | $50.1M | 3.74% | +30,800+18.7% | Added |
| Nordea Investment Management AB | 195,730 | $50.1M | 0.08% | +13,726+7.5% | Added |
| Price T Rowe Associates Inc | 203,952 | $52.5M | 0.01% | −64,868−24.1% | Reduced |
| Norges Bank | 206,899 | $53.3M | 0.01% | −6,384−3.0% | Reduced |
| Bank of America Corp | 211,797 | $54.5M | 0.01% | +25,110+13.5% | Added |
| Goldman Sachs Group Inc | 216,465 | $55.7M | 0.02% | +37,934+21.2% | Added |
| Welch & Forbes LLC | 218,424 | $56.2M | 1.10% | +2,763+1.3% | Added |
| Schroder Investment Management Group | 221,553 | $57.0M | 0.09% | −41,268−15.7% | Reduced |
| Bahl & Gaynor Inc | 233,085 | $60.0M | 0.40% | +3,872+1.7% | Added |
| Dimensional Fund Advisors LP | 239,275 | $61.6M | 0.02% | +3,916+1.7% | Added |
| Anchor Capital Advisors LLC | 261,776 | $67.4M | 1.86% | +30,019+13.0% | Added |
| Northern Trust Corp | 264,172 | $68.0M | 0.02% | −1,903−0.7% | Reduced |
| Caledonia Investments PLC | 268,784 | $69.2M | 12.83% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 287,532 | $74.0M | 0.22% | +189,668+193.8% | Added |
| Swedbank AB | 288,200 | $74.2M | 0.18% | −9,700−3.3% | Reduced |
| Morgan Stanley | 311,327 | $80.2M | 0.01% | +9,972+3.3% | Added |
| First Trust Advisors LP | 332,657 | $85.6M | 0.11% | −13,517−3.9% | Reduced |
| Boston Financial Mangement LLC | 362,812 | $93.4M | 4.06% | +2,247+0.6% | Added |
| Raymond James & Associates | 368,127 | $94.8M | 0.10% | +115,697+45.8% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 462,250 | $119.0M | 1.76% | +18,500+4.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 467,710 | $120.4M | 0.34% | −48,604−9.4% | Reduced |
| Bank of New York Mellon Corp | 527,779 | $135.9M | 0.03% | +3,926+0.7% | Added |
| Davenport & Co LLC | 540,620 | $138.9M | 1.22% | +2,665+0.5% | Added |
| Wells Fargo & Company | 540,094 | $139.1M | 0.05% | +7,225+1.4% | Added |
| Geode Capital Management, LLC | 547,046 | $140.8M | 0.02% | −12,477−2.2% | Reduced |
| Wellington Management Group LLP | 683,510 | $176.0M | 0.04% | −14,536−2.1% | Reduced |
| Neuberger Berman Group LLC | 686,489 | $176.8M | 0.18% | −1,726−0.3% | Reduced |
| Blair William & Co | 699,131 | $180.0M | 0.83% | +115,614+19.8% | Added |
| State Street Corp | 923,943 | $237.9M | 0.02% | +32,603+3.7% | Added |
| FMR LLC | 1,050,933 | $270.6M | 0.03% | +44,253+4.4% | Added |
| Capital World Investors | 1,074,800 | $276.7M | 0.06% | −50,527−4.5% | Reduced |
| Charles Schwab Investment Management Inc | 1,281,759 | $330.0M | 0.12% | +60,677+5.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,730,229 | $445.5M | 1.48% | +14,975+0.9% | Added |
| Baillie Gifford & Co | 2,165,122 | $557.4M | 0.57% | −6,791−0.3% | Reduced |
| Vanguard Group Inc | 3,153,517 | $811.9M | 0.02% | −90,675−2.8% | Reduced |
| BlackRock Inc. | 3,908,081 | $1.01B | 0.03% | −22,055−0.6% | Reduced |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −36,056−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −14,884−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −9,850−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −8,991−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −8,987−100.0% | Sold out |
| Robeco Schweiz AG | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −5,933−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −5,060−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −4,387−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −4,225−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −3,886−100.0% | Sold out |
| Fortem Financial Group, LLC | 0 | $0 | 0.00% | −3,630−100.0% | Sold out |
| Rational Advisors LLC | 0 | $0 | 0.00% | −3,343−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −2,941−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −2,490−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −2,452−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −2,363−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,177−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| HighTower Trust Services, LTA | 0 | $0 | 0.00% | −10,570−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −1,817−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −1,417−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −1,392−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1,375−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,285−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −1,244−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −1,231−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −1,223−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −1,214−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −1,111−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −1,082−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,035−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −812−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −693−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −611−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −603−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −298−100.0% | Sold out |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Heritage Financial Services, LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Northern Oak Wealth Management Inc | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Frontier Wealth Management LLC | – | – | – | – | Not filed |
| Coldstream Capital Management Inc | – | – | – | – | Not filed |
| Icon Wealth Partners, LLC | – | – | – | – | Not filed |
| Advisor Partners LLC | – | – | – | – | Not filed |
| HC Financial Advisors Inc | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |