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 |
|---|---|---|---|---|---|
| Moody Lynn & Lieberson, LLC | 1,625 | $405.0K | 0.04% | −67−4.0% | Reduced |
| Parallel Advisors, LLC | 1,624 | $405.1K | 0.02% | −21−1.3% | Reduced |
| Point72 Middle East FZE | 1,642 | $409.5K | 0.03% | +1,642 | New |
| Compass Ion Advisors, LLC | 1,649 | $411.3K | 0.11% | +13+0.8% | Added |
| Baker Tilly Wealth Management, LLC | 1,668 | $416.0K | 0.05% | −309−15.6% | Reduced |
| Shelton Capital Management | 1,688 | $421.0K | 0.04% | −59−3.4% | Reduced |
| Ethic Inc. | 1,691 | $421.7K | 0.02% | −99−5.5% | Reduced |
| Jane Street Group, LLC | 1,694 | $422.5K | 0.00% | −12,198−87.8% | Reduced |
| Icon Wealth Advisors, LLC | 1,707 | $425.7K | 0.05% | −108−6.0% | Reduced |
| Equitable Trust Co | 1,724 | $430.0K | 0.03% | +1,724 | New |
| Shell Asset Management Co | 1,729 | $431.0K | 0.02% | −347−16.7% | Reduced |
| LVW Advisors, LLC | 1,779 | $443.7K | 0.09% | −120−6.3% | Reduced |
| Krane Funds Advisors LLC | 1,808 | $451.0K | 0.02% | +336+22.8% | Added |
| Parsons Capital Management Inc | 1,822 | $454.4K | 0.04% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 1,861 | $464.1K | 0.03% | +18+1.0% | Added |
| Eqis Capital Management, Inc. | 1,867 | $465.6K | 0.05% | −135−6.7% | Reduced |
| Parsec Financial Management, Inc. | 1,870 | $466.4K | 0.02% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,882 | $469.4K | 0.03% | +909+93.4% | Added |
| Stephens Inc | 1,896 | $472.9K | 0.01% | −1−0.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,000 | $498.8K | 0.00% | +1,000+100.0% | Added |
| Connectus Wealth, LLC | 2,000 | $499.0K | 0.01% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 2,009 | $501.0K | 0.14% | +2,009 | New |
| Groesbeck Investment Management Corp | 2,025 | $505.0K | 0.85% | +45+2.3% | Added |
| Capital Analysts, LLC | 2,030 | $506.0K | 0.03% | −50−2.4% | Reduced |
| Man Group plc | 2,087 | $520.5K | 0.00% | +2,087 | New |
| Horizon Investments, LLC | 2,125 | $525.0K | 0.02% | −2,505−54.1% | Reduced |
| Inceptionr LLC | 2,108 | $525.7K | 0.28% | +2,108 | New |
| Wealth Alliance | 2,129 | $531.0K | 0.09% | −365−14.6% | Reduced |
| Silvercrest Asset Management Group LLC | 2,150 | $536.2K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 2,156 | $537.7K | 0.00% | +1,225+131.6% | Added |
| ProShare Advisors LLC | 2,168 | $540.7K | 0.00% | +262+13.7% | Added |
| Financial Advisory Service, Inc. | 2,183 | $544.4K | 0.06% | +9+0.4% | Added |
| Impax Asset Management Group plc | 2,184 | $544.7K | 0.00% | +366+20.1% | Added |
| National Asset Management, Inc. | 2,230 | $556.2K | 0.02% | +32+1.5% | Added |
| Ensemble Capital Management, LLC | 2,235 | $557.4K | 0.06% | 00.0% | Unchanged |
| National Bank of Canada | 2,272 | $566.6K | 0.00% | +2,155+1,841.9% | Added |
| TrinityPoint Wealth, LLC | 2,272 | $566.7K | 0.13% | +109+5.0% | Added |
| Marshall Wace, LLP | 2,297 | $572.9K | 0.00% | +2,297 | New |
| Donaldson Capital Management, LLC | 2,310 | $576.1K | 0.03% | +81+3.6% | Added |
| Crawford Investment Counsel Inc | 2,332 | $581.6K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 2,350 | $586.1K | 0.01% | +806+52.2% | Added |
| J. W. Coons Advisors, LLC | 2,361 | $588.8K | 0.18% | +330+16.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 2,139 | $589.3K | 0.01% | +2,139 | New |
| Change Path, LLC | 2,386 | $595.0K | 0.03% | −9−0.4% | Reduced |
| Advisor OS, LLC | 2,440 | $608.4K | 0.16% | +236+10.7% | Added |
| Maryland State Retirement & Pension System | 2,490 | $621.0K | 0.02% | +2,490 | New |
| CoreCap Advisors, LLC | 2,500 | $623.6K | 0.04% | +146+6.2% | Added |
| Rockefeller Capital Management L.P. | 2,502 | $624.0K | 0.00% | −64−2.5% | Reduced |
| VisionPoint Advisory Group, LLC | 2,089 | $625.2K | 0.26% | −500−19.3% | Reduced |
| Charter Oak Capital Management, LLC | 2,540 | $633.5K | 0.09% | −70−2.7% | Reduced |
| Hilltop Holdings Inc. | 2,547 | $635.2K | 0.08% | +402+18.7% | Added |
| Winton Group Ltd | 2,627 | $655.2K | 0.04% | −1,051−28.6% | Reduced |
| Quantamental Technologies LLC | 2,666 | $664.9K | 0.30% | +2,666 | New |
| Y-Intercept (Hong Kong) Ltd | 2,694 | $671.9K | 0.10% | +1,390+106.6% | Added |
| Cox Capital Mgt LLC | 2,755 | $687.1K | 0.45% | 00.0% | Unchanged |
| DFPG Investments, LLC | 2,482 | $687.5K | 0.11% | +2,482 | New |
| Crossmark Global Holdings, Inc. | 2,760 | $688.0K | 0.02% | −133−4.6% | Reduced |
| DekaBank Deutsche Girozentrale | 2,750 | $692.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 2,784 | $694.3K | 0.03% | +1,363+95.9% | Added |
| Cetera Advisors LLC | 2,796 | $697.3K | 0.01% | +428+18.1% | Added |
| CIBC World Markets Inc. | 2,903 | $724.0K | 0.00% | +721+33.0% | Added |
| MML Investors Services, LLC | 2,916 | $727.0K | 0.00% | −69−2.3% | Reduced |
| Avantax Advisory Services, Inc. | 2,927 | $730.1K | 0.01% | +68+2.4% | Added |
| Heritage Wealth Management, LLC | 2,945 | $734.4K | 0.10% | +1,649+127.2% | Added |
| Ontario Teachers Pension Plan Board | 2,978 | $742.7K | 0.01% | +2,978 | New |
| Annandale Capital, LLC | 3,006 | $750.0K | 0.25% | 00.0% | Unchanged |
| Amundi | 2,736 | $754.2K | 0.00% | −420−13.3% | Reduced |
| Securian Asset Management, Inc | 3,057 | $762.4K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 3,079 | $767.9K | 0.02% | −1,717−35.8% | Reduced |
| Burney Co | 3,084 | $769.1K | 0.04% | +1,100+55.4% | Added |
| Guggenheim Capital LLC | 3,090 | $770.6K | 0.01% | +3,090 | New |
| Cetera Investment Advisers | 3,096 | $772.3K | 0.01% | +412+15.4% | Added |
| Paradigm Asset Management Co LLC | 3,100 | $773.1K | 0.22% | +1,500+93.8% | Added |
| Raymond James Trust N.A. | 3,137 | $783.0K | 0.03% | −265−7.8% | Reduced |
| Creative Planning | 3,156 | $787.2K | 0.00% | −411−11.5% | Reduced |
| Lindenwold Advisors | 3,173 | $791.3K | 0.53% | −379−10.7% | Reduced |
| Cetera Advisor Networks LLC | 3,182 | $793.7K | 0.01% | +3,182 | New |
| Argent Trust Co | 3,252 | $811.0K | 0.05% | +656+25.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,361 | $838.0K | 0.00% | +99+3.0% | Added |
| Chicago Trust Co NA | 3,367 | $840.0K | 0.21% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 3,454 | $861.4K | 0.53% | +351+11.3% | Added |
| Autumn Glory Partners, LLC | 3,471 | $865.7K | 0.46% | +2,496+256.0% | Added |
| Capital Investment Advisory Services, LLC | 3,485 | $869.2K | 0.10% | 00.0% | Unchanged |
| Versor Investments LP | 3,522 | $878.4K | 0.08% | +3,522 | New |
| Intech Investment Management LLC | 3,584 | $893.9K | 0.01% | −61−1.7% | Reduced |
| Umb Bank N A | 3,600 | $898.0K | 0.01% | +120+3.4% | Added |
| AIA Group Ltd | 3,639 | $907.6K | 0.06% | −2,327−39.0% | Reduced |
| Brown Brothers Harriman & Co | 3,641 | $908.1K | 0.01% | +600+19.7% | Added |
| Aviva PLC | 3,827 | $954.5K | 0.00% | −1,981−34.1% | Reduced |
| Quantinno Capital Management LP | 3,879 | $968.0K | 0.07% | −397−9.3% | Reduced |
| Pictet Asset Management SA | 3,915 | $976.0K | 0.00% | +1,615+70.2% | Added |
| Zurich Insurance Group Ltd | 4,100 | $1.02M | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,129 | $1.03M | 0.01% | −160−3.7% | Reduced |
| Public Employees Retirement Association of Colorado | 4,143 | $1.03M | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 4,166 | $1.04M | 0.59% | +4,166 | New |
| Alpha Omega Wealth Management LLC | 4,212 | $1.05M | 0.19% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 4,243 | $1.06M | 0.12% | +4,243 | New |
| Magnetar Financial LLC | 4,248 | $1.06M | 0.02% | +4,248 | New |
| Federated Hermes, Inc. | 4,311 | $1.08M | 0.00% | −436−9.2% | Reduced |
| Prudential Financial Inc | 4,429 | $1.10M | 0.00% | −289−6.1% | Reduced |