Skip to main content
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

Q4 2022 vs. Q3 2022

How the institutions holding Watsco Inc changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of WSO: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders5389568+39
Shares33.4M176.4K34.2M+953.4K (+2.9%)
Value$8.59B$47.2M$8.51B−$40.5M (−0.5%)

9 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (92)

Institutions that held Watsco Inc at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to WSO in Q4 2022
InstitutionSharesValue% of portfolio
Allspring Global Investments Holdings, LLC209,824$52.3M0.09%
Edgestream Partners, L.P.15,135$3.77M0.42%
Monte Financial Group, LLC11,780$2.94M1.51%
Tudor Investment Corp Et Al11,683$2.91M0.07%
Aquatic Capital Management LLC10,900$2.72M0.20%
Trexquant Investment LP8,979$2.24M0.06%
B.O.S.S. Retirement Advisors, LLC8,758$2.18M0.56%
Echo Street Capital Management LLC7,110$1.77M0.02%
Alliance Wealth Advisors, LLC7,103$1.77M0.80%
Applied Capital LLC6,584$1.64M1.64%
Pacer Advisors, Inc.6,370$1.59M0.01%
Coldstream Capital Management Inc6,347$1.58M0.06%
STRS Ohio6,169$1.54M0.01%
SYSTM Wealth Solutions LLC6,039$1.51M0.19%
Waratah Capital Advisors Ltd.5,662$1.41M0.09%
Caxton Associates LP5,378$1.34M0.10%
Twin Tree Management, LP5,333$1.33M0.04%
Two Sigma Investments, LP5,323$1.33M0.00%
Magnetar Financial LLC4,248$1.06M0.02%
Occudo Quantitative Strategies LP4,243$1.06M0.12%
Centennial Bank4,166$1.04M0.59%
Versor Investments LP3,522$878.4K0.08%
Cetera Advisor Networks LLC3,182$793.7K0.01%
Guggenheim Capital LLC3,090$770.6K0.01%
Ontario Teachers Pension Plan Board2,978$742.7K0.01%
DFPG Investments, LLC2,482$687.5K0.11%
Quantamental Technologies LLC2,666$664.9K0.30%
Maryland State Retirement & Pension System2,490$621.0K0.02%
Wealth Enhancement Advisory Services, LLC2,139$589.3K0.01%
Marshall Wace, LLP2,297$572.9K0.00%
Inceptionr LLC2,108$525.7K0.28%
Man Group plc2,087$520.5K0.00%
Linden Thomas Advisory Services, LLC2,009$501.0K0.14%
Equitable Trust Co1,724$430.0K0.03%
Point72 Middle East FZE1,642$409.5K0.03%
Sound View Wealth Advisors Group, LLC934$400.2K0.04%
Blueshift Asset Management, LLC1,584$395.1K0.18%
Birch Capital Management, LLC1,571$391.8K0.27%
Donoghue Forlines LLC1,536$383.1K0.14%
CI Private Wealth, LLC1,524$380.1K0.00%
Phillips Wealth Planners LLC1,231$368.3K0.64%
Avidian Wealth Solutions, LLC1,449$361.4K0.02%
PDT Partners, LLC1,408$351.2K0.06%
Healthcare of Ontario Pension Plan Trust Fund1,134$282.8K0.00%
Teza Capital Management LLC1,119$279.1K0.05%
Mayflower Financial Advisors, LLC1,115$278.1K0.04%
Park Place Capital Corp1,098$274.0K0.08%
LGT Financial Advisors LLC1,094$272.9K0.32%
Mirabella Financial Services LLP987$246.2K0.02%
Connor, Clark & Lunn Investment Management Ltd.957$238.7K0.00%
Delta Financial Group, Inc.914$231.0K0.10%
MQS Management LLC915$228.2K0.16%
Quantum Private Wealth, LLC854$212.9K0.13%
ExodusPoint Capital Management, LP828$207.0K0.00%
Verition Fund Management LLC825$205.8K0.00%
Cary Street Partner Investment Advisory LLC814$203.0K0.01%
Northside Capital Management, LLC806$200.9K0.06%
Pinebridge Investments, L.P.485$121.0K0.00%
Itau Unibanco Holding S.A.469$118.4K0.00%
Advisory Services Network, LLC408$101.8K0.00%
RFP Financial Group LLC340$84.8K0.04%
Balyasny Asset Management LLC293$73.1K0.00%
Coppell Advisory Solutions LLC292$72.8K0.03%
Coppell Advisory Solutions Corp.292$72.8K0.03%
Baker Avenue Asset Management, LP185$46.1K0.00%
Comerica Securities,inc.170$42.4K0.00%
Resurgent Financial Advisors LLC156$38.9K0.02%
Ronald Blue Trust, Inc.142$36.0K0.00%
U.S. Capital Wealth Advisors, LLC137$34.2K0.00%
Colonial Trust Advisors130$32.4K0.00%
Denali Advisors LLC100$24.9K0.01%
Armstrong Advisory Group, Inc65$16.2K0.00%
Colonial Trust Co64$16.0K0.00%
Pathway Financial Advisers, LLC56$14.0K0.01%
Accurate Wealth Management, LLC41$11.1K0.00%
Atticus Wealth Management, LLC28$6.98K0.00%
Financial Synergies Wealth Advisors, Inc.27$6.73K0.00%
Farther Finance Advisors, LLC26$6.48K0.00%
MBM Wealth Consultants, LLC22$6.00K0.00%
Manchester Capital Management LLC18$4.49K0.00%
Pin Oak Investment Advisors Inc15$4.00K0.00%
Western Pacific Wealth Management, LP16$3.99K0.00%
Arete Wealth Advisors, LLC20,000$3.49K0.00%
Quarry LP11$2.74K0.00%
Truvestments Capital LLC9$2.25K0.00%
Jones Financial Companies LLLP8$2.00K0.00%
Beaird Harris Wealth Management, LLC8$2.00K0.00%
New Millennium Group LLC5$1.25K0.00%
Cornerstone Planning Group LLC4$1.05K0.00%
McElhenny Sheffield Capital Management, LLC3$7480.00%
Quent Capital, LLC2$4990.00%
True Wealth Design, LLC1$2490.00%

Sold out (53)

Institutions that held Watsco Inc at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of WSO in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Ninety One UK Ltd70,695$18.2M
Susquehanna Fundamental Investments, LLC33,496$8.62M
Distillate Capital Partners LLC23,915$6.39M
Principal Street Partners, LLC19,063$4.91M
Sandler Capital Management15,416$3.97M
Zacks Investment Management11,529$2.97M
Harel Insurance Investments & Financial Services Ltd.8,171$2.09M
Tocqueville Asset Management L.P.5,244$1.35M
Scopus Asset Management, L.P.5,000$1.29M
AlphaCrest Capital Management LLC4,688$1.21M
Ergoteles LLC4,317$1.11M
Diametric Capital, LP4,201$1.08M
Aviance Capital Partners, LLC4,006$1.03M
HSBC Holdings PLC3,720$970.0K
AdvisorShares Investments LLC3,645$938.0K
Prelude Capital Management, LLC2,923$753.0K
Robeco Institutional Asset Management B.V.2,915$751.0K
Ninety One SA (PTY) Ltd2,552$663.0K
Simplex Trading, LLC2,141$551.0K
Aigen Investment Management, LP1,722$443.0K
Capital Asset Advisory Services LLC1,541$397.0K
Jackson Creek Investment Advisors LLC1,511$389.0K
Concentric Capital Strategies, LP1,386$357.0K
Washington Trust Bank1,022$263.0K
Virtu Financial LLC1,007$259.0K
Boyar Asset Management Inc.982$253.0K
Wealth Management Solutions, LLC877$226.0K
Cresset Asset Management, LLC860$222.0K
Meeder Asset Management Inc698$180.0K
Ellis Investment Partners, LLC298$76.0K
O'Dell Group, LLC104$27.0K
Plante Moran Financial Advisors, LLC100$26.0K
Gladius Capital Management LP90$24.0K
Hanson & Doremus Investment Management80$21.0K
Tobam81$21.0K
De Burlo Group Inc75$19.3K
Community Bank, N.A.74$19.0K
Washington Trust Advisors, Inc.69$18.0K
Wolff Wiese Magana LLC58$15.0K
Pacifica Partners Inc.35$9.00K
Country Trust Bank30$8.00K
Howe & Rusling Inc26$7.00K
Independence Bank of Kentucky26$7.00K
Morgan Dempsey Capital Management LLC22$6.00K
Bogart Wealth, LLC24$6.00K
EdgeRock Capital LLC23$6.00K
Edmond de Rothschild Holding S.A.20$5.00K
Raleigh Capital Management Inc.19$5.00K
Trust Co of Vermont14$4.00K
Gradient Investments LLC14$4.00K
Capital Advisors, Ltd. LLC8$2.00K
Center for Financial Planning, Inc.8$2.00K
MCF Advisors LLC3$1.00K

Not filed for Q4 2022 yet (9)

Institutions that held Watsco Inc at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WSO in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Eaton Vance Management156,355$40.3M
Buck Wealth Strategies, LLC14,562$5.50M
Regentatlantic Capital LLC2,996$772.0K
Keebeck Alpha, LP1,052$271.0K
FourThought Financial, LLC624$161.0K
American Research & Management Co.400$103.0K
Wipfli Financial Advisors LLC,245$63.0K
American Portfolios Advisors114$29.4K
Covington Capital Management100$26.0K