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 |
|---|---|---|---|---|---|
| American Century Companies Inc | 4,445 | $1.11M | 0.00% | +1,249+39.1% | Added |
| Pearl River Capital, LLC | 4,511 | $1.13M | 0.19% | +337+8.1% | Added |
| Mercer Global Advisors Inc | 4,570 | $1.14M | 0.01% | +1,062+30.3% | Added |
| Jump Financial, LLC | 4,625 | $1.15M | 0.06% | +3,141+211.7% | Added |
| State of Alaska, Department of Revenue | 4,654 | $1.16M | 0.01% | +45+1.0% | Added |
| Mariner, LLC | 4,652 | $1.16M | 0.00% | +384+9.0% | Added |
| Alberta Investment Management Corp | 4,800 | $1.20M | 0.01% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 4,842 | $1.21M | 0.22% | −15,158−75.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 4,994 | $1.25M | 0.05% | +3,341+202.1% | Added |
| Barbara Oil Co. | 5,000 | $1.25M | 0.60% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,083 | $1.27M | 0.10% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 5,200 | $1.30M | 0.07% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 5,209 | $1.30M | 0.06% | −1,347−20.5% | Reduced |
| Lazard Asset Management LLC | 5,253 | $1.31M | 0.00% | −6,219−54.2% | Reduced |
| Schechter Investment Advisors, LLC | 5,275 | $1.32M | 0.12% | −454−7.9% | Reduced |
| Two Sigma Investments, LP | 5,323 | $1.33M | 0.00% | +5,323 | New |
| Twin Tree Management, LP | 5,333 | $1.33M | 0.04% | +5,333 | New |
| Caxton Associates LP | 5,378 | $1.34M | 0.10% | +5,378 | New |
| Deutsche Bank AG | 5,454 | $1.36M | 0.00% | +1,415+35.0% | Added |
| Cubist Systematic Strategies, LLC | 5,490 | $1.37M | 0.01% | −618−10.1% | Reduced |
| Voloridge Investment Management, LLC | 5,555 | $1.39M | 0.01% | −6,144−52.5% | Reduced |
| Taylor Frigon Capital Management LLC | 5,593 | $1.39M | 0.79% | −106−1.9% | Reduced |
| Waratah Capital Advisors Ltd. | 5,662 | $1.41M | 0.09% | +5,662 | New |
| Lee Financial Co | 5,751 | $1.43M | 0.24% | +94+1.7% | Added |
| Strengthening Families & Communities, LLC | 5,850 | $1.46M | 0.87% | +137+2.4% | Added |
| Utah Retirement Systems | 5,853 | $1.46M | 0.02% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 5,995 | $1.50M | 0.03% | −1,126−15.8% | Reduced |
| SYSTM Wealth Solutions LLC | 6,039 | $1.51M | 0.19% | +6,039 | New |
| RFG Advisory, LLC | 4,821 | $1.51M | 0.08% | +206+4.5% | Added |
| STRS Ohio | 6,169 | $1.54M | 0.01% | +6,169 | New |
| Xponance, Inc. | 6,208 | $1.55M | 0.03% | +542+9.6% | Added |
| SG Americas Securities, LLC | 6,331 | $1.58M | 0.02% | −2,193−25.7% | Reduced |
| Coldstream Capital Management Inc | 6,347 | $1.58M | 0.06% | +6,347 | New |
| Pacer Advisors, Inc. | 6,370 | $1.59M | 0.01% | +6,370 | New |
| CWM Advisors, LLC | 6,569 | $1.64M | 0.21% | +4,634+239.5% | Added |
| Applied Capital LLC | 6,584 | $1.64M | 1.64% | +6,584 | New |
| Rafferty Asset Management, LLC | 6,588 | $1.64M | 0.01% | +1,474+28.8% | Added |
| TD Private Client Wealth LLC | 6,738 | $1.68M | 0.08% | −322−4.6% | Reduced |
| Benjamin Edwards Inc | 6,859 | $1.71M | 0.45% | +53+0.8% | Added |
| Alliance Wealth Advisors, LLC | 7,103 | $1.77M | 0.80% | +7,103 | New |
| Northwestern Mutual Wealth Management Co | 7,106 | $1.77M | 0.00% | +227+3.3% | Added |
| First Hawaiian Bank | 7,107 | $1.77M | 0.06% | −20.0% | Reduced |
| Echo Street Capital Management LLC | 7,110 | $1.77M | 0.02% | +7,110 | New |
| Algert Global LLC | 7,230 | $1.80M | 0.10% | −3,180−30.5% | Reduced |
| Stock Yards Bank & Trust Co | 7,327 | $1.83M | 0.07% | 00.0% | Unchanged |
| Regions Financial Corp | 7,561 | $1.89M | 0.02% | +117+1.6% | Added |
| Oppenheimer & Co Inc | 7,645 | $1.91M | 0.04% | −411−5.1% | Reduced |
| Intercontinental Wealth Advisors, LLC | 7,718 | $1.92M | 0.57% | −311−3.9% | Reduced |
| NewEdge Wealth, LLC | 7,731 | $1.93M | 0.08% | −30−0.4% | Reduced |
| Bokf, NA | 7,782 | $1.94M | 0.04% | +147+1.9% | Added |
| Quantbot Technologies LP | 8,031 | $2.00M | 0.14% | +7,335+1,053.9% | Added |
| Woodley Farra Manion Portfolio Management Inc | 8,084 | $2.02M | 0.15% | −296−3.5% | Reduced |
| Centaurus Financial, Inc. | 8,304 | $2.07M | 0.19% | −866−9.4% | Reduced |
| Gotham Asset Management, LLC | 8,443 | $2.11M | 0.06% | +1,709+25.4% | Added |
| State of Michigan Retirement System | 8,483 | $2.12M | 0.01% | +100+1.2% | Added |
| Virginia Retirement Systems Et Al | 8,700 | $2.17M | 0.02% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 8,729 | $2.18M | 0.03% | +1,664+23.6% | Added |
| B.O.S.S. Retirement Advisors, LLC | 8,758 | $2.18M | 0.56% | +8,758 | New |
| Ensign Peak Advisors, Inc | 8,835 | $2.20M | 0.00% | −1,950−18.1% | Reduced |
| Thrivent Financial for Lutherans | 8,860 | $2.21M | 0.01% | −30,892−77.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 8,892 | $2.22M | 0.10% | +2,142+31.7% | Added |
| Hunter Associates Investment Management LLC | 8,910 | $2.22M | 0.53% | −900−9.2% | Reduced |
| Louisiana State Employees Retirement System | 8,900 | $2.22M | 0.06% | +100+1.1% | Added |
| Trexquant Investment LP | 8,979 | $2.24M | 0.06% | +8,979 | New |
| Atria Investments LLC | 9,099 | $2.27M | 0.05% | −842−8.5% | Reduced |
| Freedom Day Solutions, LLC | 9,231 | $2.30M | 1.15% | −569−5.8% | Reduced |
| Arizona State Retirement System | 9,370 | $2.34M | 0.02% | +357+4.0% | Added |
| Ameritas Investment Partners, Inc. | 8,608 | $2.36M | 0.09% | +68+0.8% | Added |
| Cooper Investors Pty Ltd | 9,688 | $2.42M | 0.23% | −412−4.1% | Reduced |
| The PNC Financial Services Group, Inc. | 9,699 | $2.42M | 0.00% | −604−5.9% | Reduced |
| Oregon Public Employees Retirement Fund | 9,801 | $2.44M | 0.03% | +119+1.2% | Added |
| Bank of Montreal | 9,807 | $2.48M | 0.00% | −1,350−12.1% | Reduced |
| State of Tennessee, Treasury Department | 10,052 | $2.51M | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 10,129 | $2.53M | 0.02% | +269+2.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,330 | $2.58M | 0.16% | +1,573+18.0% | Added |
| Fiduciary Trust Co | 10,565 | $2.63M | 0.05% | −192−1.8% | Reduced |
| Aptus Capital Advisors, LLC | 10,663 | $2.66M | 0.09% | +1,068+11.1% | Added |
| Princeton Global Asset Management LLC | 10,764 | $2.69M | 0.87% | +6+0.1% | Added |
| LPL Financial LLC | 10,874 | $2.71M | 0.00% | +1,033+10.5% | Added |
| Aquatic Capital Management LLC | 10,900 | $2.72M | 0.20% | +10,900 | New |
| Russell Investments Group, Ltd. | 10,912 | $2.72M | 0.01% | −102−0.9% | Reduced |
| Middleton & Co Inc | 10,990 | $2.74M | 0.41% | −165−1.5% | Reduced |
| US Bancorp | 11,102 | $2.77M | 0.00% | −32−0.3% | Reduced |
| BNP Paribas Arbitrage, SA | 11,228 | $2.80M | 0.01% | −10,214−47.6% | Reduced |
| Illinois Municipal Retirement Fund | 11,391 | $2.84M | 0.06% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 11,595 | $2.89M | 2.27% | −381−3.2% | Reduced |
| Janus Henderson Group PLC | 11,679 | $2.91M | 0.00% | +661+6.0% | Added |
| Tudor Investment Corp Et Al | 11,683 | $2.91M | 0.07% | +11,683 | New |
| Commonwealth Equity Services, LLC | 11,768 | $2.94M | 0.01% | +1,203+11.4% | Added |
| Monte Financial Group, LLC | 11,780 | $2.94M | 1.51% | +11,780 | New |
| Barclays PLC | 12,238 | $3.05M | 0.00% | +2,390+24.3% | Added |
| Cutter & CO Brokerage, Inc. | 12,356 | $3.08M | 1.04% | +328+2.7% | Added |
| UBS Group AG | 12,597 | $3.14M | 0.00% | +6,541+108.0% | Added |
| Voya Investment Management LLC | 12,974 | $3.24M | 0.00% | −81−0.6% | Reduced |
| Eagle Asset Management Inc | 12,746 | $3.25M | 0.02% | −106−0.8% | Reduced |
| Appleton Partners Inc | 13,243 | $3.30M | 0.31% | −3,815−22.4% | Reduced |
| GHP Investment Advisors, Inc. | 13,414 | $3.35M | 0.23% | +5,012+59.7% | Added |
| Hamilton Point Investment Advisors, LLC | 13,415 | $3.35M | 0.92% | +117+0.9% | Added |
| Alps Advisors Inc | 13,537 | $3.38M | 0.03% | +1,223+9.9% | Added |
| Brinker Capital Investments, LLC | 13,724 | $3.42M | 0.07% | −1,478−9.7% | Reduced |