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 |
|---|---|---|---|---|---|
| IMA Wealth, Inc. | 225 | $56.1K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 230 | $57.4K | 0.03% | 00.0% | Unchanged |
| Ossiam | 266 | $66.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 289 | $72.1K | 0.01% | −203−41.3% | Reduced |
| Coppell Advisory Solutions LLC | 292 | $72.8K | 0.03% | +292 | New |
| Coppell Advisory Solutions Corp. | 292 | $72.8K | 0.03% | +292 | New |
| Balyasny Asset Management LLC | 293 | $73.1K | 0.00% | +293 | New |
| Huntington National Bank | 308 | $76.8K | 0.00% | +2+0.7% | Added |
| GWM Advisors LLC | 3,466 | $77.7K | 0.00% | +186+5.7% | Added |
| Evermay Wealth Management LLC | 315 | $78.6K | 0.02% | −38−10.8% | Reduced |
| Geneos Wealth Management Inc. | 319 | $79.6K | 0.00% | +71+28.6% | Added |
| Central Trust Co | 325 | $81.1K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 340 | $84.8K | 0.04% | +340 | New |
| Endurance Wealth Management, Inc. | 350 | $87.0K | 0.01% | +105+42.9% | Added |
| Parkside Financial Bank & Trust | 350 | $87.3K | 0.03% | −603−63.3% | Reduced |
| IFP Advisors, Inc | 439 | $90.0K | 0.00% | +111+33.8% | Added |
| KBC Group NV | 392 | $98.0K | 0.00% | −2,106−84.3% | Reduced |
| Bessemer Group Inc | 398 | $99.0K | 0.00% | +225+130.1% | Added |
| Salem Investment Counselors Inc | 400 | $99.8K | 0.00% | +390+3,900.0% | Added |
| Advisory Services Network, LLC | 408 | $101.8K | 0.00% | +408 | New |
| Ci Investments Inc. | 420 | $105.0K | 0.00% | +26+6.6% | Added |
| CWM, LLC | 439 | $110.0K | 0.00% | +57+14.9% | Added |
| Baldwin Brothers Inc | 450 | $112.2K | 0.01% | +425+1,700.0% | Added |
| First Manhattan Co | 455 | $113.5K | 0.00% | +95+26.4% | Added |
| First Horizon Advisors, Inc. | 462 | $115.2K | 0.00% | −127−21.6% | Reduced |
| Itau Unibanco Holding S.A. | 469 | $118.4K | 0.00% | +469 | New |
| Pinebridge Investments, L.P. | 485 | $121.0K | 0.00% | +485 | New |
| Signaturefd, LLC | 554 | $138.2K | 0.00% | −94−14.5% | Reduced |
| Covestor Ltd | 622 | $155.0K | 0.13% | −14−2.2% | Reduced |
| Heritage Wealth Advisors | 643 | $160.4K | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 725 | $180.8K | 0.00% | −300−29.3% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 780 | $195.0K | 0.02% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 806 | $200.9K | 0.06% | +806 | New |
| Oak Ridge Investments LLC | 807 | $201.3K | 0.03% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 814 | $203.0K | 0.01% | +814 | New |
| Verition Fund Management LLC | 825 | $205.8K | 0.00% | +825 | New |
| ExodusPoint Capital Management, LP | 828 | $207.0K | 0.00% | +828 | New |
| Royal London Asset Management Ltd | 831 | $207.4K | 0.00% | +100+13.7% | Added |
| Quantum Private Wealth, LLC | 854 | $212.9K | 0.13% | +854 | New |
| Longfellow Investment Management Co LLC | 865 | $215.7K | 0.05% | +1+0.1% | Added |
| Lake Street Financial LLC | 861 | $216.3K | 0.04% | −35−3.9% | Reduced |
| Penserra Capital Management LLC | 879 | $219.0K | 0.00% | −277−24.0% | Reduced |
| EverSource Wealth Advisors, LLC | 897 | $223.8K | 0.03% | −671−42.8% | Reduced |
| Ellevest, Inc. | 900 | $224.5K | 0.02% | −3−0.3% | Reduced |
| MQS Management LLC | 915 | $228.2K | 0.16% | +915 | New |
| Delta Financial Group, Inc. | 914 | $231.0K | 0.10% | +914 | New |
| Susquehanna International Group, LLP | 931 | $232.2K | 0.00% | −2,087−69.2% | Reduced |
| Flagship Harbor Advisors, LLC | 944 | $235.3K | 0.02% | +8+0.9% | Added |
| Chase Investment Counsel Corp | 949 | $236.0K | 0.14% | +31+3.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 957 | $238.7K | 0.00% | +957 | New |
| Coury Firm Asset Management LLC | 968 | $241.5K | 0.36% | +8+0.8% | Added |
| Mirabella Financial Services LLP | 987 | $246.2K | 0.02% | +987 | New |
| Premier Asset Management LLC | 989 | $246.7K | 0.31% | +134+15.7% | Added |
| Voya Financial Advisors, Inc. | 980 | $247.5K | 0.03% | −110−10.1% | Reduced |
| Clarius Group, LLC | 1,000 | $249.0K | 0.02% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 1,012 | $252.4K | 0.06% | +75+8.0% | Added |
| Two Sigma Securities, LLC | 1,023 | $255.1K | 0.04% | −864−45.8% | Reduced |
| Crescent Grove Advisors, LLC | 1,028 | $256.4K | 0.03% | +43+4.4% | Added |
| BHK Investment Advisors, LLC | 1,050 | $261.9K | 0.15% | +100+10.5% | Added |
| Fifth Third Bancorp | 1,053 | $262.6K | 0.00% | −39−3.6% | Reduced |
| LGT Financial Advisors LLC | 1,094 | $272.9K | 0.32% | +1,094 | New |
| Park Place Capital Corp | 1,098 | $274.0K | 0.08% | +1,098 | New |
| CIBC Asset Management Inc | 1,110 | $276.8K | 0.00% | −614−35.6% | Reduced |
| Mayflower Financial Advisors, LLC | 1,115 | $278.1K | 0.04% | +1,115 | New |
| Boston Private Wealth LLC | 1,116 | $278.3K | 0.00% | −232−17.2% | Reduced |
| Teza Capital Management LLC | 1,119 | $279.1K | 0.05% | +1,119 | New |
| Park National Corp | 1,130 | $281.8K | 0.01% | −35−3.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,134 | $282.8K | 0.00% | +1,134 | New |
| Tower Research Capital LLC (TRC) | 1,144 | $285.0K | 0.01% | −486−29.8% | Reduced |
| Insight Folios Inc | 1,147 | $286.0K | 0.13% | −27−2.3% | Reduced |
| Veritable, L.P. | 1,177 | $293.5K | 0.01% | +242+25.9% | Added |
| Profund Advisors LLC | 1,227 | $306.0K | 0.02% | −13−1.0% | Reduced |
| Kenfarb & Co. | 1,245 | $310.5K | 0.28% | −650−34.3% | Reduced |
| Johnson Financial Group, Inc. | 1,249 | $311.5K | 0.02% | −85−6.4% | Reduced |
| Van Eck Associates Corp | 1,250 | $312.0K | 0.00% | +164+15.1% | Added |
| Sonen Capital LLC | 1,264 | $315.2K | 0.52% | −290−18.7% | Reduced |
| Symmetry Partners, LLC | 1,273 | $317.0K | 0.02% | 00.0% | Unchanged |
| M&T Bank Corp | 1,331 | $331.6K | 0.00% | +58+4.6% | Added |
| Cerity Partners LLC | 1,333 | $332.7K | 0.00% | −2,070−60.8% | Reduced |
| First Bank & Trust | 1,339 | $334.0K | 0.09% | −25−1.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,375 | $342.9K | 0.06% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,381 | $344.4K | 0.07% | −158−10.3% | Reduced |
| Commerce Bank | 1,389 | $346.4K | 0.00% | +204+17.2% | Added |
| PDT Partners, LLC | 1,408 | $351.2K | 0.06% | +1,408 | New |
| Moneta Group Investment Advisors LLC | 1,225 | $352.2K | 0.01% | −189−13.4% | Reduced |
| Yarbrough Capital, LLC | 1,447 | $360.9K | 0.03% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 1,449 | $361.4K | 0.02% | +1,449 | New |
| Integrated Wealth Concepts LLC | 1,450 | $362.0K | 0.01% | +109+8.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,462 | $364.7K | 0.01% | −16−1.1% | Reduced |
| Phillips Wealth Planners LLC | 1,231 | $368.3K | 0.64% | +1,231 | New |
| Webster Bank, N. A. | 1,493 | $372.0K | 0.05% | 00.0% | Unchanged |
| Romano Brothers and Company | 1,500 | $374.1K | 0.06% | 00.0% | Unchanged |
| Advocate Group LLC | 1,501 | $374.3K | 0.08% | −119−7.3% | Reduced |
| Centennial Wealth Advisory LLC | 1,522 | $379.6K | 0.21% | +221+17.0% | Added |
| CI Private Wealth, LLC | 1,524 | $380.1K | 0.00% | +1,524 | New |
| Donoghue Forlines LLC | 1,536 | $383.1K | 0.14% | +1,536 | New |
| Birch Capital Management, LLC | 1,571 | $391.8K | 0.27% | +1,571 | New |
| Blueshift Asset Management, LLC | 1,584 | $395.1K | 0.18% | +1,584 | New |
| Sound View Wealth Advisors Group, LLC | 934 | $400.2K | 0.04% | +934 | New |
| Belpointe Asset Management LLC | 1,607 | $400.8K | 0.02% | −89−5.2% | Reduced |