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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 9,860 | $2.54M | 0.02% | +4,572+86.5% | Added |
| Barclays PLC | 9,848 | $2.54M | 0.00% | −2,829−22.3% | Reduced |
| LPL Financial LLC | 9,841 | $2.53M | 0.00% | +960+10.8% | Added |
| Hunter Associates Investment Management LLC | 9,810 | $2.53M | 0.66% | −140−1.4% | Reduced |
| Freedom Day Solutions, LLC | 9,800 | $2.52M | 1.37% | −438−4.3% | Reduced |
| Oregon Public Employees Retirement Fund | 9,682 | $2.49M | 0.04% | +146+1.5% | Added |
| Aptus Capital Advisors, LLC | 9,595 | $2.47M | 0.08% | +558+6.2% | Added |
| Centaurus Financial, Inc. | 9,170 | $2.36M | 0.23% | +105+1.2% | Added |
| Arizona State Retirement System | 9,013 | $2.32M | 0.02% | +51+0.6% | Added |
| Louisiana State Employees Retirement System | 8,800 | $2.27M | 0.07% | +100+1.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 8,757 | $2.25M | 0.15% | +1,396+19.0% | Added |
| Virginia Retirement Systems Et Al | 8,700 | $2.24M | 0.03% | +8,700 | New |
| Ameritas Investment Partners, Inc. | 8,540 | $2.20M | 0.10% | −290−3.3% | Reduced |
| SG Americas Securities, LLC | 8,524 | $2.19M | 0.03% | −747−8.1% | Reduced |
| GHP Investment Advisors, Inc. | 8,402 | $2.16M | 0.17% | +8,285+7,081.2% | Added |
| State of Michigan Retirement System | 8,383 | $2.16M | 0.02% | −100−1.2% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 8,380 | $2.16M | 0.18% | +8,380 | New |
| Harel Insurance Investments & Financial Services Ltd. | 8,171 | $2.09M | 0.05% | +8,171 | New |
| Oppenheimer & Co Inc | 8,056 | $2.07M | 0.05% | −44−0.5% | Reduced |
| Intercontinental Wealth Advisors, LLC | 8,029 | $2.07M | 0.65% | +27+0.3% | Added |
| Holocene Advisors, LP | 7,956 | $2.05M | 0.01% | −14,648−64.8% | Reduced |
| NewEdge Wealth, LLC | 7,761 | $2.00M | 0.09% | +277+3.7% | Added |
| Bokf, NA | 7,635 | $1.97M | 0.04% | +281+3.8% | Added |
| Regions Financial Corp | 7,444 | $1.92M | 0.02% | +4,478+151.0% | Added |
| Stock Yards Bank & Trust Co | 7,327 | $1.89M | 0.08% | −30−0.4% | Reduced |
| Beacon Pointe Advisors, LLC | 7,121 | $1.84M | 0.04% | −479−6.3% | Reduced |
| First Hawaiian Bank | 7,109 | $1.83M | 0.07% | +1,545+27.8% | Added |
| Johnson Investment Counsel Inc | 7,065 | $1.82M | 0.03% | +10+0.1% | Added |
| TD Private Client Wealth LLC | 7,060 | $1.82M | 0.09% | −15−0.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,879 | $1.77M | 0.00% | +85+1.3% | Added |
| Benjamin Edwards Inc | 6,806 | $1.75M | 0.53% | −138−2.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 6,750 | $1.74M | 0.09% | +392+6.2% | Added |
| Gotham Asset Management, LLC | 6,734 | $1.73M | 0.05% | +3,077+84.1% | Added |
| FDx Advisors, Inc. | 6,556 | $1.69M | 0.08% | −936−12.5% | Reduced |
| Cubist Systematic Strategies, LLC | 6,108 | $1.57M | 0.01% | −18,527−75.2% | Reduced |
| UBS Group AG | 6,056 | $1.56M | 0.00% | +565+10.3% | Added |
| AIA Group Ltd | 5,966 | $1.54M | 0.10% | +78+1.3% | Added |
| Utah Retirement Systems | 5,853 | $1.51M | 0.03% | +43+0.7% | Added |
| Aviva PLC | 5,808 | $1.50M | 0.01% | −2,347−28.8% | Reduced |
| Schechter Investment Advisors, LLC | 5,729 | $1.48M | 0.15% | +844+17.3% | Added |
| Strengthening Families & Communities, LLC | 5,713 | $1.47M | 0.77% | +2,769+94.1% | Added |
| Taylor Frigon Capital Management LLC | 5,699 | $1.47M | 0.76% | −15−0.3% | Reduced |
| Xponance, Inc. | 5,666 | $1.46M | 0.03% | −25−0.4% | Reduced |
| Lee Financial Co | 5,657 | $1.46M | 0.27% | +12+0.2% | Added |
| Tocqueville Asset Management L.P. | 5,244 | $1.35M | 0.03% | −415−7.3% | Reduced |
| New Mexico Educational Retirement Board | 5,200 | $1.34M | 0.07% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 5,114 | $1.32M | 0.01% | −216−4.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,083 | $1.31M | 0.11% | +561+12.4% | Added |
| 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 |
| Alberta Investment Management Corp | 4,800 | $1.24M | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 4,796 | $1.24M | 0.03% | −756−13.6% | Reduced |
| Federated Hermes, Inc. | 4,747 | $1.22M | 0.00% | −262−5.2% | Reduced |
| RFG Advisory, LLC | 4,615 | $1.21M | 0.07% | −115−2.4% | 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 |
| State of Alaska, Department of Revenue | 4,609 | $1.19M | 0.02% | −155−3.3% | Reduced |
| Horizon Investments, LLC | 4,630 | $1.18M | 0.04% | −1,876−28.8% | Reduced |
| Ergoteles LLC | 4,317 | $1.11M | 0.04% | +4,317 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,289 | $1.10M | 0.01% | +196+4.8% | Added |
| Quantinno Capital Management LP | 4,276 | $1.10M | 0.14% | +4,276 | New |
| Mariner, LLC | 4,268 | $1.10M | 0.00% | +4,268 | New |
| Alpha Omega Wealth Management LLC | 4,212 | $1.08M | 0.21% | −150−3.4% | Reduced |
| Diametric Capital, LP | 4,201 | $1.08M | 0.55% | +4,201 | New |
| Pearl River Capital, LLC | 4,174 | $1.07M | 0.20% | +1,467+54.2% | Added |
| Public Employees Retirement Association of Colorado | 4,143 | $1.07M | 0.01% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 4,100 | $1.06M | 0.02% | +4,100 | New |
| Deutsche Bank AG | 4,039 | $1.04M | 0.00% | −1,455−26.5% | Reduced |
| Aviance Capital Partners, LLC | 4,006 | $1.03M | 0.26% | −994−19.9% | Reduced |
| HSBC Holdings PLC | 3,720 | $970.0K | 0.00% | −1,581−29.8% | Reduced |
| Winton Group Ltd | 3,678 | $947.0K | 0.06% | +600+19.5% | Added |
| Intech Investment Management LLC | 3,645 | $938.4K | 0.01% | −4,104−53.0% | Reduced |
| AdvisorShares Investments LLC | 3,645 | $938.0K | 0.25% | +3,645 | New |
| Creative Planning | 3,567 | $918.0K | 0.00% | +381+12.0% | Added |
| Lindenwold Advisors | 3,552 | $914.0K | 0.68% | +15+0.4% | Added |
| Mercer Global Advisors Inc | 3,508 | $903.0K | 0.01% | +106+3.1% | Added |
| Capital Investment Advisory Services, LLC | 3,485 | $897.0K | 0.12% | 00.0% | Unchanged |
| Umb Bank N A | 3,480 | $895.0K | 0.02% | +2,351+208.2% | 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 |
| Chicago Trust Co NA | 3,367 | $867.0K | 0.22% | +250+8.0% | Added |
| Amundi | 3,156 | $865.0K | 0.00% | +3,057+3,087.9% | Added |
| GWM Advisors LLC | 3,280 | $844.0K | 0.01% | −680−17.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,262 | $840.0K | 0.00% | −65−2.0% | Reduced |
| American Century Companies Inc | 3,196 | $823.0K | 0.00% | +529+19.8% | Added |
| Access Financial Services, Inc. | 3,103 | $799.0K | 0.52% | −954−23.5% | Reduced |
| Securian Asset Management, Inc | 3,057 | $787.0K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,041 | $783.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 3,018 | $777.0K | 0.00% | +2,028+204.8% | Added |
| Annandale Capital, LLC | 3,006 | $774.0K | 0.29% | +3,006 | New |
| Regentatlantic Capital LLC | 2,996 | $772.0K | 0.02% | +1,484+98.1% | Added |
| MML Investors Services, LLC | 2,985 | $768.0K | 0.01% | −68−2.2% | Reduced |
| Prelude Capital Management, LLC | 2,923 | $753.0K | 0.04% | +1,110+61.2% | Added |
| Robeco Institutional Asset Management B.V. | 2,915 | $751.0K | 0.00% | −1,556−34.8% | Reduced |
| Crossmark Global Holdings, Inc. | 2,893 | $745.0K | 0.02% | −151−5.0% | Reduced |
| Avantax Advisory Services, Inc. | 2,859 | $736.0K | 0.01% | +2,859 | New |
| WCM Investment Management, LLC | 2,862 | $733.0K | 0.00% | +52+1.9% | Added |
| Cox Capital Mgt LLC | 2,755 | $709.0K | 0.52% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 2,750 | $700.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 2,684 | $691.0K | 0.01% | +632+30.8% | Added |