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 |
|---|---|---|---|---|---|
| Coury Firm Asset Management LLC | 960 | $247.0K | 0.37% | +7+0.7% | Added |
| Parkside Financial Bank & Trust | 953 | $245.0K | 0.08% | −28−2.9% | Reduced |
| BHK Investment Advisors, LLC | 950 | $245.0K | 0.12% | +950 | New |
| 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 |
| Brown Advisory Inc | 931 | $240.0K | 0.00% | +14+1.5% | Added |
| Chase Investment Counsel Corp | 918 | $236.0K | 0.15% | +918 | New |
| Ellevest, Inc. | 903 | $232.0K | 0.02% | 00.0% | Unchanged |
| Lake Street Financial LLC | 896 | $231.0K | 0.05% | 00.0% | Unchanged |
| Wealth Management Solutions, LLC | 877 | $226.0K | 0.13% | +4+0.5% | Added |
| Longfellow Investment Management Co LLC | 864 | $222.0K | 0.05% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 860 | $222.0K | 0.00% | +860 | New |
| Premier Asset Management LLC | 855 | $220.0K | 0.23% | +855 | New |
| Oak Ridge Investments LLC | 807 | $208.0K | 0.03% | +807 | New |
| JTC Employer Solutions Trusteee Ltd | 780 | $201.0K | 0.03% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 731 | $188.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 698 | $180.0K | 0.01% | +74+11.9% | Added |
| Quantbot Technologies LP | 696 | $179.0K | 0.01% | −574−45.2% | Reduced |
| Signaturefd, LLC | 648 | $167.0K | 0.01% | +105+19.3% | Added |
| Heritage Wealth Advisors | 643 | $165.6K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 636 | $164.0K | 0.15% | −16−2.5% | Reduced |
| FourThought Financial, LLC | 624 | $161.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 589 | $151.0K | 0.01% | +37+6.7% | Added |
| Quadrant Capital Group LLC | 492 | $127.0K | 0.02% | +359+269.9% | Added |
| American Research & Management Co. | 400 | $103.0K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 394 | $101.0K | 0.00% | −23−5.5% | Reduced |
| CWM, LLC | 382 | $98.0K | 0.00% | +90+30.8% | Added |
| First Manhattan Co | 360 | $92.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 353 | $91.0K | 0.02% | +353 | New |
| Central Trust Co | 325 | $83.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 306 | $78.0K | 0.00% | −2−0.6% | Reduced |
| Ellis Investment Partners, LLC | 298 | $76.0K | 0.02% | 00.0% | Unchanged |
| Ossiam | 266 | $68.0K | 0.00% | +266 | New |
| 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 |
| IFP Advisors, Inc | 328 | $60.0K | 0.00% | +13+4.1% | Added |
| Cedar Wealth Management, LLC | 230 | $59.0K | 0.03% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 225 | $58.0K | 0.02% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 212 | $55.0K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 200 | $51.5K | 0.00% | +200 | New |
| Whittier Trust Co | 200 | $51.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 185 | $48.0K | 0.03% | +16+9.5% | Added |
| Federation des caisses Desjardins du Quebec | 185 | $47.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 173 | $45.0K | 0.00% | +22+14.6% | Added |
| Private Trust Co NA | 170 | $44.0K | 0.01% | +17+11.1% | Added |
| Proequities, Inc. | 168 | $43.0K | 0.00% | +17+11.3% | Added |
| HM Payson & Co | 164 | $42.0K | 0.00% | −21−11.4% | Reduced |
| Eagle Bay Advisors LLC | 163 | $42.0K | 0.03% | +69+73.4% | Added |
| JJJ Advisors Inc. | 157 | $41.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 155 | $39.9K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 150 | $39.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 115 | $30.0K | 0.00% | −15−11.5% | Reduced |
| National Bank of Canada | 117 | $30.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 115 | $30.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 114 | $29.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 114 | $29.0K | 0.00% | −5−4.2% | Reduced |
| AdvisorNet Financial, Inc | 103 | $27.0K | 0.00% | −823−88.9% | Reduced |
| O'Dell Group, LLC | 104 | $27.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 104 | $27.0K | 0.02% | 00.0% | Unchanged |
| Covington Capital Management | 100 | $26.0K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 100 | $26.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 100 | $26.0K | 0.00% | +92+1,150.0% | Added |
| SRS Capital Advisors, Inc. | 96 | $25.0K | 0.00% | +5+5.5% | Added |
| Gladius Capital Management LP | 90 | $24.0K | 0.00% | −80−47.1% | Reduced |
| Vigilant Capital Management, LLC | 87 | $22.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 86 | $22.0K | 0.00% | +5+6.2% | Added |
| Harbour Investments, Inc. | 89 | $21.0K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 83 | $21.0K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 80 | $21.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 81 | $21.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 78 | $20.0K | 0.00% | +36+85.7% | Added |
| De Burlo Group Inc | 75 | $19.3K | 0.00% | +75 | New |
| Community Bank, N.A. | 74 | $19.0K | 0.00% | +74 | New |
| Disciplined Investments, LLC | 68 | $18.0K | 0.01% | −10−12.8% | Reduced |
| Washington Trust Advisors, Inc. | 69 | $18.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 67 | $17.0K | 0.00% | −9−11.8% | Reduced |
| West Branch Capital LLC | 63 | $16.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 64 | $16.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 58 | $16.0K | 0.00% | +8+16.0% | Added |
| Hall Laurie J Trustee | 60 | $15.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 58 | $15.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 58 | $15.0K | 0.00% | +30+107.1% | Added |
| TCI Wealth Advisors, Inc. | 49 | $13.0K | 0.00% | −10−16.9% | Reduced |
| PSI Advisors, LLC | 50 | $13.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 45 | $12.0K | 0.00% | +14+45.2% | Added |
| Industrial Alliance Investment Management Inc. | 42 | $11.0K | 0.00% | +42 | New |
| Legacy Bridge, LLC | 40 | $10.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 35 | $9.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 35 | $9.00K | 0.01% | +35 | New |
| Sutton Wealth Advisors Inc. | 32 | $8.24K | 0.00% | +30+1,500.0% | Added |
| American National Bank | 32 | $8.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 26 | $7.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 26 | $7.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 29 | $7.00K | 0.01% | +3+11.5% | Added |
| Allworth Financial LP | 23 | $6.00K | 0.00% | −25−52.1% | Reduced |
| Bell Investment Advisors, Inc | 24 | $6.00K | 0.00% | −18−42.9% | Reduced |
| Key Financial Inc | 24 | $6.00K | 0.00% | 00.0% | Unchanged |