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, Q4 2022
Institutional positions in Watsco Inc as of Dec 31, 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
- 568
- +39 vs. Q3 2022
- Shares held
- 34.2M
- +953.4K (+2.9%) vs. Q3 2022
- Total value
- $8.51B
- −$40.5M (−0.5%) vs. Q3 2022
- New holders
- 92
- 214 more added
- Sold out
- 53
- 174 more reduced
9 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 4,020,121 | $1.00B | 0.03% | +112,040+2.9% | Added |
| Vanguard Group Inc | 3,210,219 | $800.6M | 0.02% | +56,702+1.8% | Added |
| Baillie Gifford & Co | 2,181,060 | $544.0M | 0.57% | +15,938+0.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,638,051 | $408.5M | 1.27% | −92,178−5.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,363,408 | $329.4M | 0.11% | +81,649+6.4% | Added |
| FMR LLC | 1,157,151 | $288.6M | 0.03% | +106,218+10.1% | Added |
| Capital World Investors | 1,074,800 | $268.1M | 0.06% | 00.0% | Unchanged |
| State Street Corp | 925,843 | $230.9M | 0.01% | +1,900+0.2% | Added |
| Blair William & Co | 709,552 | $177.0M | 0.77% | +10,421+1.5% | Added |
| Wellington Management Group LLP | 681,924 | $170.1M | 0.03% | −1,586−0.2% | Reduced |
| Neuberger Berman Group LLC | 677,448 | $169.0M | 0.17% | −9,041−1.3% | Reduced |
| Davenport & Co LLC | 571,240 | $143.0M | 1.18% | +30,620+5.7% | Added |
| Geode Capital Management, LLC | 559,282 | $139.5M | 0.02% | +12,236+2.2% | Added |
| Bank of New York Mellon Corp | 542,475 | $135.3M | 0.03% | +14,696+2.8% | Added |
| Wells Fargo & Company | 532,365 | $132.8M | 0.04% | −7,729−1.4% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 500,250 | $124.8M | 1.67% | +38,000+8.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 471,537 | $117.6M | 0.31% | +3,827+0.8% | Added |
| First Trust Advisors LP | 440,365 | $109.8M | 0.13% | +107,708+32.4% | Added |
| Raymond James & Associates | 371,124 | $92.6M | 0.09% | +2,997+0.8% | Added |
| Boston Financial Mangement LLC | 361,826 | $90.2M | 3.63% | −986−0.3% | Reduced |
| Swedbank AB | 321,800 | $80.3M | 0.18% | +33,600+11.7% | Added |
| Baird Financial Group, Inc. | 293,723 | $73.3M | 0.19% | +6,191+2.2% | Added |
| Northern Trust Corp | 286,132 | $71.4M | 0.01% | +21,960+8.3% | Added |
| Norges Bank | 279,241 | $69.6M | 0.02% | +72,342+35.0% | Added |
| Caledonia Investments PLC | 273,784 | $68.3M | 11.32% | +5,000+1.9% | Added |
| Morgan Stanley | 268,299 | $66.9M | 0.01% | −43,028−13.8% | Reduced |
| Anchor Capital Advisors LLC | 261,264 | $65.2M | 1.67% | −512−0.2% | Reduced |
| Bahl & Gaynor Inc | 242,259 | $60.4M | 0.38% | +9,174+3.9% | Added |
| Dimensional Fund Advisors LP | 241,126 | $60.1M | 0.02% | +1,851+0.8% | Added |
| Goldman Sachs Group Inc | 220,659 | $55.0M | 0.02% | +4,194+1.9% | Added |
| Bank of America Corp | 220,214 | $54.9M | 0.01% | +8,417+4.0% | Added |
| Welch & Forbes LLC | 214,369 | $53.5M | 0.96% | −4,055−1.9% | Reduced |
| Renaissance Technologies LLC | 213,400 | $53.2M | 0.07% | +45,900+27.4% | Added |
| Allspring Global Investments Holdings, LLC | 209,824 | $52.3M | 0.09% | +209,824 | New |
| Premier Fund Managers Ltd | 195,800 | $49.4M | 1.92% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 190,328 | $47.5M | 0.01% | −13,624−6.7% | Reduced |
| Schroder Investment Management Group | 189,141 | $47.2M | 0.07% | −32,412−14.6% | Reduced |
| Nordea Investment Management AB | 186,734 | $46.7M | 0.07% | −8,996−4.6% | Reduced |
| Dearborn Partners LLC | 172,589 | $43.0M | 1.74% | −1,302−0.7% | Reduced |
| Millennium Management LLC | 155,915 | $38.9M | 0.04% | +119,880+332.7% | Added |
| Howland Capital Management LLC | 154,718 | $38.6M | 2.38% | −3,786−2.4% | Reduced |
| Handelsbanken Fonder AB | 154,558 | $38.5M | 0.24% | +12,600+8.9% | Added |
| Macquarie Group Ltd | 148,406 | $37.0M | 0.04% | +5,973+4.2% | Added |
| GW&K Investment Management, LLC | 147,222 | $36.7M | 0.37% | −847−0.6% | Reduced |
| Victory Capital Management Inc | 140,055 | $34.9M | 0.04% | −14,842−9.6% | Reduced |
| Natixis Advisors, L.P. | 137,023 | $34.2M | 0.13% | +6,696+5.1% | Added |
| Riverbridge Partners LLC | 133,887 | $33.4M | 0.50% | −7,613−5.4% | Reduced |
| Principal Financial Group Inc | 130,974 | $32.7M | 0.02% | +1,452+1.1% | Added |
| Vaughan Nelson Investment Management, L.P. | 130,490 | $32.5M | 0.42% | −1,530−1.2% | Reduced |
| Envestnet Asset Management Inc | 127,076 | $31.7M | 0.02% | +3,816+3.1% | Added |
| Washington Trust Co | 122,423 | $30.5M | 1.42% | −4,918−3.9% | Reduced |
| Motley Fool Asset Management LLC | 115,156 | $28.7M | 3.24% | −39,991−25.8% | Reduced |
| Rhumbline Advisers | 114,053 | $28.4M | 0.04% | +1,854+1.7% | Added |
| Royal Bank of Canada | 104,651 | $26.1M | 0.01% | +2,229+2.2% | Added |
| William Blair Investment Management, LLC | 99,412 | $24.8M | 0.09% | −16,050−13.9% | Reduced |
| Capital Advisors Inc | 97,215 | $24.2M | 0.69% | +420+0.4% | Added |
| Invesco Ltd. | 93,853 | $23.4M | 0.01% | −27,648−22.8% | Reduced |
| Kames Capital plc | 91,030 | $22.7M | 0.41% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 90,826 | $22.7M | 0.01% | +871+1.0% | Added |
| Qube Research & Technologies Ltd | 88,185 | $22.0M | 0.13% | +75,980+622.5% | Added |
| Citadel Advisors LLC | 87,740 | $21.9M | 0.03% | +47,565+118.4% | Added |
| Motley Fool Wealth Management, LLC | 82,378 | $20.5M | 1.43% | −22,254−21.3% | Reduced |
| Swiss National Bank | 80,144 | $20.0M | 0.01% | +1,500+1.9% | Added |
| Legal & General Group Plc | 79,269 | $19.8M | 0.01% | +1,192+1.5% | Added |
| Conestoga Capital Advisors, LLC | 76,447 | $19.1M | 0.36% | +1,600+2.1% | Added |
| Wilkinson Global Asset Management LLC | 76,416 | $19.1M | 1.59% | +29,745+63.7% | Added |
| California Public Employees Retirement System | 76,180 | $19.0M | 0.02% | +1,461+2.0% | Added |
| RMB Capital Management, LLC | 74,679 | $18.6M | 0.66% | +3,098+4.3% | Added |
| First Republic Investment Management, Inc. | 74,297 | $18.5M | 0.04% | −959−1.3% | Reduced |
| Geneva Capital Management LLC | 66,870 | $16.7M | 0.37% | −7,255−9.8% | Reduced |
| Stifel Financial Corp | 65,139 | $16.2M | 0.02% | −3,504−5.1% | Reduced |
| AE Wealth Management LLC | 62,945 | $15.7M | 0.11% | +16,665+36.0% | Added |
| JPMorgan Chase & Co | 62,339 | $15.5M | 0.00% | −6,142−9.0% | Reduced |
| Pembroke Management, LTD | 61,772 | $15.4M | 1.65% | −1,806−2.8% | Reduced |
| UBS Asset Management Americas Inc | 61,383 | $15.3M | 0.01% | +6,176+11.2% | Added |
| River Road Asset Management, LLC | 60,803 | $15.2M | 0.21% | −988−1.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 60,634 | $15.1M | 0.01% | +1,904+3.2% | Added |
| New York State Common Retirement Fund | 60,413 | $15.1M | 0.02% | 00.0% | Unchanged |
| Handelsinvest Investeringsforvaltning | 60,000 | $15.0M | 2.36% | +7,300+13.9% | Added |
| Baskin Financial Services Inc. | 57,877 | $14.4M | 1.67% | +331+0.6% | Added |
| Truist Financial Corp | 57,372 | $14.3M | 0.03% | +156+0.3% | Added |
| Teachers Retirement System of the State of Kentucky | 55,726 | $13.9M | 0.15% | +200+0.4% | Added |
| LaFleur & Godfrey LLC | 54,978 | $13.7M | 2.29% | −970−1.7% | Reduced |
| Captrust Financial Advisors | 54,488 | $13.6M | 0.07% | +10,352+23.5% | Added |
| American International Group, Inc. | 51,890 | $12.9M | 0.09% | −600−1.1% | Reduced |
| Los Angeles Capital Management LLC | 51,854 | $12.9M | 0.06% | +5,539+12.0% | Added |
| Ameriprise Financial Inc | 49,645 | $12.4M | 0.00% | −1,268−2.5% | Reduced |
| Alliancebernstein L.P. | 49,528 | $12.4M | 0.01% | −12,987−20.8% | Reduced |
| DnB Asset Management AS | 49,085 | $12.2M | 0.09% | −2,713−5.2% | Reduced |
| Fenimore Asset Management Inc | 48,405 | $12.1M | 0.32% | +407+0.8% | Added |
| State of Wisconsin Investment Board | 44,639 | $11.1M | 0.04% | −2,008−4.3% | Reduced |
| Squarepoint Ops LLC | 44,110 | $11.0M | 0.08% | +18,701+73.6% | Added |
| Retirement Systems of Alabama | 43,840 | $10.9M | 0.05% | +367+0.8% | Added |
| California State Teachers Retirement System | 43,410 | $10.8M | 0.02% | +503+1.2% | Added |
| Grace & White Inc | 42,925 | $10.7M | 2.12% | 00.0% | Unchanged |
| Heartland Advisors Inc | 42,234 | $10.5M | 0.67% | +14,476+52.2% | Added |
| New York State Teachers Retirement System | 41,111 | $10.3M | 0.03% | 00.0% | Unchanged |
| Patrick Mauro Investment Advisor, INC. | 38,401 | $9.58M | 6.20% | +986+2.6% | Added |
| Covington Investment Advisors Inc. | 38,315 | $9.56M | 2.29% | +1,075+2.9% | Added |
| Franklin Resources Inc | 38,043 | $9.49M | 0.00% | +855+2.3% | Added |