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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2022: 538 institutions
Q1 2021: 464 institutionsQ2 2021: 475 institutionsQ3 2021: 478 institutionsQ4 2021: 521 institutionsQ1 2022: 495 institutionsQ2 2022: 516 institutionsQ3 2022: 538 institutionsQ4 2022: 568 institutionsQ1 2023: 615 institutionsQ2 2023: 677 institutionsQ3 2023: 683 institutionsQ4 2023: 727 institutionsQ1 2024: 746 institutionsQ2 2024: 778 institutionsQ3 2024: 789 institutionsQ4 2024: 822 institutionsQ1 2025: 840 institutionsQ2 2025: 807 institutionsQ3 2025: 780 institutionsQ4 2025: 768 institutionsQ1 2026: 772 institutionsQ2 2026: 787 institutions
Value heldQ3 2022: $8.59B
Q1 2021: $8.06BQ2 2021: $8.80BQ3 2021: $8.12BQ4 2021: $9.61BQ1 2022: $9.46BQ2 2022: $7.74BQ3 2022: $8.59BQ4 2022: $8.51BQ1 2023: $11.0BQ2 2023: $13.5BQ3 2023: $13.7BQ4 2023: $15.3BQ1 2024: $15.6BQ2 2024: $16.7BQ3 2024: $17.4BQ4 2024: $16.8BQ1 2025: $17.9BQ2 2025: $15.3BQ3 2025: $14.6BQ4 2025: $12.6BQ1 2026: $13.9BQ2 2026: $15.7B
Institutions holding WSO and their total value by quarter
QuarterHoldersValue
Q2 2026787$15.7B
Q1 2026772$13.9B
Q4 2025768$12.6B
Q3 2025780$14.6B
Q2 2025807$15.3B
Q1 2025840$17.9B
Q4 2024822$16.8B
Q3 2024789$17.4B
Q2 2024778$16.7B
Q1 2024746$15.6B
Q4 2023727$15.3B
Q3 2023683$13.7B
Q2 2023677$13.5B
Q1 2023615$11.0B
Q4 2022568$8.51B
Q3 2022538$8.59B
Q2 2022516$7.74B
Q1 2022495$9.46B
Q4 2021521$9.61B
Q3 2021478$8.12B
Q2 2021475$8.80B
Q1 2021464$8.06B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q2 2022.

Institutions holding WSO in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Charter Oak Capital Management, LLC2,610$672.0K0.11%00.0%Unchanged
Argent Trust Co2,596$668.0K0.05%+706+37.4%Added
VisionPoint Advisory Group, LLC2,589$667.0K0.32%+152+6.2%Added
Ninety One SA (PTY) Ltd2,552$663.0K0.26%00.0%Unchanged
Rockefeller Capital Management L.P.2,566$660.0K0.00%+539+26.6%Added
KBC Group NV2,498$643.0K0.00%+7+0.3%Added
Wealth Alliance2,494$642.0K0.13%+607+32.2%Added
D. E. Shaw & Co., Inc.2,411$621.0K0.00%+356+17.3%Added
Change Path, LLC2,395$617.0K0.04%−550−18.7%Reduced
Cetera Advisors LLC2,368$610.0K0.02%−12−0.5%Reduced
CoreCap Advisors, LLC2,354$606.0K0.05%−145−5.8%Reduced
Crawford Investment Counsel Inc2,332$600.0K0.01%−10.0%Reduced
Pictet Asset Management SA2,300$592.0K0.00%+608+35.9%Added
Ensemble Capital Management, LLC2,235$575.0K0.06%00.0%Unchanged
Donaldson Capital Management, LLC2,229$574.0K0.03%−93−4.0%Reduced
Advisor OS, LLC2,204$567.0K0.17%−73−3.2%Reduced
National Asset Management, Inc.2,198$567.0K0.02%+750+51.8%Added
CIBC World Markets Inc.2,182$562.0K0.00%+2,182New
Financial Advisory Service, Inc.2,174$560.0K0.06%+10+0.5%Added
TrinityPoint Wealth, LLC2,163$557.0K0.13%+132+6.5%Added
Silvercrest Asset Management Group LLC2,150$554.0K0.00%00.0%Unchanged
Hilltop Holdings Inc.2,145$552.0K0.07%−248−10.4%Reduced
Simplex Trading, LLC2,141$551.0K0.02%+2,141New
Capital Analysts, LLC2,080$536.0K0.04%00.0%Unchanged
Shell Asset Management Co2,076$534.0K0.02%−544−20.8%Reduced
J. W. Coons Advisors, LLC2,031$523.0K0.20%+260+14.7%Added
Eqis Capital Management, Inc.2,002$515.4K0.06%−69−3.3%Reduced
Connectus Wealth, LLC2,000$515.0K0.01%00.0%Unchanged
Burney Co1,984$511.0K0.03%+1,984New
Baker Tilly Wealth Management, LLC1,977$509.0K0.07%+7+0.4%Added
CWM Advisors, LLC1,935$498.0K0.07%+1,051+118.9%Added
ProShare Advisors LLC1,906$490.0K0.00%−16−0.8%Reduced
LVW Advisors, LLC1,899$489.0K0.11%+117+6.6%Added
Stephens Inc1,897$488.0K0.01%−2,511−57.0%Reduced
Kenfarb & Co.1,895$488.0K0.46%00.0%Unchanged
Two Sigma Securities, LLC1,887$486.0K0.07%+1,887New
Parsec Financial Management, Inc.1,870$481.0K0.02%−900−32.5%Reduced
Advisor Partners II, LLC1,843$474.0K0.04%+1,843New
Groesbeck Investment Management Corp1,980$473.0K0.78%00.0%Unchanged
Parsons Capital Management Inc1,822$469.0K0.04%00.0%Unchanged
Impax Asset Management Group plc1,818$468.0K0.00%+1,818New
Icon Wealth Advisors, LLC1,815$467.0K0.06%+1,815New
Ethic Inc.1,790$461.0K0.03%+472+35.8%Added
Shelton Capital Management1,747$450.0K0.02%00.0%Unchanged
CIBC Asset Management Inc1,724$444.0K0.00%+4+0.2%Added
Aigen Investment Management, LP1,722$443.0K0.06%−1,452−45.7%Reduced
Moody Lynn & Lieberson, LLC1,692$436.0K0.04%−38−2.2%Reduced
Belpointe Asset Management LLC1,696$436.0K0.03%+476+39.0%Added
Carnegie Capital Asset Management, LLC1,653$426.0K0.02%+1,653New
Parallel Advisors, LLC1,645$424.0K0.02%+3+0.2%Added
Compass Ion Advisors, LLC1,636$421.0K0.12%+13+0.8%Added
Tower Research Capital LLC (TRC)1,630$420.0K0.01%−2,067−55.9%Reduced
Advocate Group LLC1,620$417.0K0.10%−23−1.4%Reduced
Paradigm Asset Management Co LLC1,600$411.9K0.14%−300−15.8%Reduced
EverSource Wealth Advisors, LLC1,568$405.0K0.09%−364−18.8%Reduced
Sonen Capital LLC1,554$400.0K0.65%−306−16.5%Reduced
Kestra Advisory Services, LLC1,544$398.0K0.00%−9−0.6%Reduced
Capital Asset Advisory Services LLC1,541$397.0K0.05%−919−37.4%Reduced
Avestar Capital, LLC1,539$396.0K0.11%+136+9.7%Added
Jackson Creek Investment Advisors LLC1,511$389.0K0.18%+11+0.7%Added
Romano Brothers and Company1,500$386.0K0.06%+1,500New
Webster Bank, N. A.1,493$384.0K0.06%00.0%Unchanged
Jump Financial, LLC1,484$382.0K0.01%−1,102−42.6%Reduced
Steward Partners Investment Advisory, LLC1,478$381.0K0.01%+69+4.9%Added
Krane Funds Advisors LLC1,472$379.0K0.02%−146−9.0%Reduced
Yarbrough Capital, LLC1,447$373.0K0.03%+1,447New
JustInvest LLC1,421$366.0K0.02%−179−11.2%Reduced
Moneta Group Investment Advisors LLC1,414$364.0K0.01%−311−18.0%Reduced
Johnson Financial Group, Inc.1,334$361.0K0.03%−235−15.0%Reduced
Concentric Capital Strategies, LP1,386$357.0K0.14%+1,386New
Pinnacle Wealth Planning Services, Inc.1,375$354.0K0.07%00.0%Unchanged
First Bank & Trust1,364$351.0K0.13%−9−0.7%Reduced
Boston Private Wealth LLC1,348$347.0K0.01%+1,348New
Integrated Wealth Concepts LLC1,341$345.0K0.01%+3+0.2%Added
Y-Intercept (Hong Kong) Ltd1,304$335.7K0.03%+1,304New
Centennial Wealth Advisory LLC1,301$335.0K0.20%+1,301New
Heritage Wealth Management, LLC1,296$334.0K0.11%+153+13.4%Added
Sofos Investments, Inc.1,542$329.0K0.04%+108+7.5%Added
Symmetry Partners, LLC1,273$328.0K0.02%00.0%Unchanged
M&T Bank Corp1,273$328.0K0.00%+61+5.0%Added
Profund Advisors LLC1,240$319.0K0.02%−65−5.0%Reduced
Commerce Bank1,185$305.0K0.00%+244+25.9%Added
Insight Folios Inc1,174$302.0K0.15%−907−43.6%Reduced
Park National Corp1,165$300.0K0.02%+35+3.1%Added
Penserra Capital Management LLC1,156$297.0K0.01%−182−13.6%Reduced
ICA Group Wealth Management, LLC1,120$288.0K0.06%00.0%Unchanged
Fifth Third Bancorp1,092$281.0K0.00%−23−2.1%Reduced
Van Eck Associates Corp1,086$280.0K0.00%+98+9.9%Added
Voya Financial Advisors, Inc.1,090$279.0K0.04%−37−3.3%Reduced
Keebeck Alpha, LP1,052$271.0K0.15%+1,052New
Canada Pension Plan Investment Board1,025$264.0K0.00%−2,200−68.2%Reduced
Washington Trust Bank1,022$263.0K0.03%00.0%Unchanged
Virtu Financial LLC1,007$259.0K0.02%−834−45.3%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,000$257.5K0.00%+1,000New
Clarius Group, LLC1,000$257.0K0.03%00.0%Unchanged
Crescent Grove Advisors, LLC985$254.0K0.03%−279−22.1%Reduced
Boyar Asset Management Inc.982$253.0K0.21%+982New
Engineers Gate Manager LP973$251.0K0.02%−629−39.3%Reduced
Autumn Glory Partners, LLC975$251.0K0.17%+975New
PEAK6 Investments LLC957$247.0K0.01%−3,704−79.5%Reduced