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 |
|---|---|---|---|---|---|
| Earnest Partners LLC | 23 | $6.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 23 | $6.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 25 | $6.00K | 0.00% | +25 | New |
| Morgan Dempsey Capital Management LLC | 22 | $6.00K | 0.00% | +22 | New |
| Bogart Wealth, LLC | 24 | $6.00K | 0.00% | +24 | New |
| Hexagon Capital Partners LLC | 24 | $6.00K | 0.00% | +24 | New |
| EdgeRock Capital LLC | 23 | $6.00K | 0.00% | +23 | New |
| TD Waterhouse Canada Inc. | 21 | $5.57K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 20 | $5.15K | 0.00% | −74−78.7% | Reduced |
| Bartlett & Co. LLC | 20 | $5.00K | 0.00% | −74−78.7% | Reduced |
| Smithfield Trust Co | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 20 | $5.00K | 0.00% | +20 | New |
| Raleigh Capital Management Inc. | 19 | $5.00K | 0.00% | +19 | New |
| Global Financial Private Client, LLC | 16 | $4.25K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 14 | $4.00K | 0.00% | +14 | New |
| Farmers & Merchants Investments Inc | 15 | $4.00K | 0.00% | +15 | New |
| Gradient Investments LLC | 14 | $4.00K | 0.00% | +14 | New |
| Spire Wealth Management | 10 | $3.00K | 0.00% | −33−76.7% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 11 | $3.00K | 0.00% | +10+1,000.0% | Added |
| Salem Investment Counselors Inc | 10 | $3.00K | 0.00% | +10 | New |
| Castleview Partners, LLC | 9 | $2.00K | 0.00% | −2,651−99.7% | Reduced |
| Loomis Sayles & Co L P | 7 | $2.00K | 0.00% | +7 | New |
| Optimum Investment Advisors | 9 | $2.00K | 0.00% | +9 | New |
| Adirondack Trust Co | 8 | $2.00K | 0.00% | +8 | New |
| Capital Advisors, Ltd. LLC | 8 | $2.00K | 0.00% | +8 | New |
| Center for Financial Planning, Inc. | 8 | $2.00K | 0.00% | +8 | New |
| Tucker Asset Management LLC | 5 | $1.35K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | −12−80.0% | Reduced |
| MCF Advisors LLC | 3 | $1.00K | 0.00% | −6−66.7% | Reduced |
| SJS Investment Consulting Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 2 | $515 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |