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 |
|---|---|---|---|---|---|
| RMB Capital Management, LLC | 74,679 | $18.6M | 0.66% | +3,098+4.3% | Added |
| California Public Employees Retirement System | 76,180 | $19.0M | 0.02% | +1,461+2.0% | Added |
| Wilkinson Global Asset Management LLC | 76,416 | $19.1M | 1.59% | +29,745+63.7% | Added |
| Conestoga Capital Advisors, LLC | 76,447 | $19.1M | 0.36% | +1,600+2.1% | Added |
| Legal & General Group Plc | 79,269 | $19.8M | 0.01% | +1,192+1.5% | Added |
| Swiss National Bank | 80,144 | $20.0M | 0.01% | +1,500+1.9% | Added |
| Motley Fool Wealth Management, LLC | 82,378 | $20.5M | 1.43% | −22,254−21.3% | Reduced |
| Citadel Advisors LLC | 87,740 | $21.9M | 0.03% | +47,565+118.4% | Added |
| Qube Research & Technologies Ltd | 88,185 | $22.0M | 0.13% | +75,980+622.5% | Added |
| Nuveen Asset Management, LLC | 90,826 | $22.7M | 0.01% | +871+1.0% | Added |
| Kames Capital plc | 91,030 | $22.7M | 0.41% | 00.0% | Unchanged |
| Invesco Ltd. | 93,853 | $23.4M | 0.01% | −27,648−22.8% | Reduced |
| Capital Advisors Inc | 97,215 | $24.2M | 0.69% | +420+0.4% | Added |
| William Blair Investment Management, LLC | 99,412 | $24.8M | 0.09% | −16,050−13.9% | Reduced |
| Royal Bank of Canada | 104,651 | $26.1M | 0.01% | +2,229+2.2% | Added |
| Rhumbline Advisers | 114,053 | $28.4M | 0.04% | +1,854+1.7% | Added |
| Motley Fool Asset Management LLC | 115,156 | $28.7M | 3.24% | −39,991−25.8% | Reduced |
| Washington Trust Co | 122,423 | $30.5M | 1.42% | −4,918−3.9% | Reduced |
| Envestnet Asset Management Inc | 127,076 | $31.7M | 0.02% | +3,816+3.1% | Added |
| Vaughan Nelson Investment Management, L.P. | 130,490 | $32.5M | 0.42% | −1,530−1.2% | Reduced |
| Principal Financial Group Inc | 130,974 | $32.7M | 0.02% | +1,452+1.1% | Added |
| Riverbridge Partners LLC | 133,887 | $33.4M | 0.50% | −7,613−5.4% | Reduced |
| Natixis Advisors, L.P. | 137,023 | $34.2M | 0.13% | +6,696+5.1% | Added |
| Victory Capital Management Inc | 140,055 | $34.9M | 0.04% | −14,842−9.6% | Reduced |
| GW&K Investment Management, LLC | 147,222 | $36.7M | 0.37% | −847−0.6% | Reduced |
| Macquarie Group Ltd | 148,406 | $37.0M | 0.04% | +5,973+4.2% | Added |
| Handelsbanken Fonder AB | 154,558 | $38.5M | 0.24% | +12,600+8.9% | Added |
| Howland Capital Management LLC | 154,718 | $38.6M | 2.38% | −3,786−2.4% | Reduced |
| Millennium Management LLC | 155,915 | $38.9M | 0.04% | +119,880+332.7% | Added |
| Dearborn Partners LLC | 172,589 | $43.0M | 1.74% | −1,302−0.7% | Reduced |
| Nordea Investment Management AB | 186,734 | $46.7M | 0.07% | −8,996−4.6% | Reduced |
| Schroder Investment Management Group | 189,141 | $47.2M | 0.07% | −32,412−14.6% | Reduced |
| Price T Rowe Associates Inc | 190,328 | $47.5M | 0.01% | −13,624−6.7% | Reduced |
| Premier Fund Managers Ltd | 195,800 | $49.4M | 1.92% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 209,824 | $52.3M | 0.09% | +209,824 | New |
| Renaissance Technologies LLC | 213,400 | $53.2M | 0.07% | +45,900+27.4% | Added |
| Welch & Forbes LLC | 214,369 | $53.5M | 0.96% | −4,055−1.9% | Reduced |
| Bank of America Corp | 220,214 | $54.9M | 0.01% | +8,417+4.0% | Added |
| Goldman Sachs Group Inc | 220,659 | $55.0M | 0.02% | +4,194+1.9% | Added |
| Dimensional Fund Advisors LP | 241,126 | $60.1M | 0.02% | +1,851+0.8% | Added |
| Bahl & Gaynor Inc | 242,259 | $60.4M | 0.38% | +9,174+3.9% | Added |
| Anchor Capital Advisors LLC | 261,264 | $65.2M | 1.67% | −512−0.2% | Reduced |
| Morgan Stanley | 268,299 | $66.9M | 0.01% | −43,028−13.8% | Reduced |
| Caledonia Investments PLC | 273,784 | $68.3M | 11.32% | +5,000+1.9% | Added |
| Norges Bank | 279,241 | $69.6M | 0.02% | +72,342+35.0% | Added |
| Northern Trust Corp | 286,132 | $71.4M | 0.01% | +21,960+8.3% | Added |
| Baird Financial Group, Inc. | 293,723 | $73.3M | 0.19% | +6,191+2.2% | Added |
| Swedbank AB | 321,800 | $80.3M | 0.18% | +33,600+11.7% | Added |
| Boston Financial Mangement LLC | 361,826 | $90.2M | 3.63% | −986−0.3% | Reduced |
| Raymond James & Associates | 371,124 | $92.6M | 0.09% | +2,997+0.8% | Added |
| First Trust Advisors LP | 440,365 | $109.8M | 0.13% | +107,708+32.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 471,537 | $117.6M | 0.31% | +3,827+0.8% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 500,250 | $124.8M | 1.67% | +38,000+8.2% | Added |
| Wells Fargo & Company | 532,365 | $132.8M | 0.04% | −7,729−1.4% | Reduced |
| Bank of New York Mellon Corp | 542,475 | $135.3M | 0.03% | +14,696+2.8% | Added |
| Geode Capital Management, LLC | 559,282 | $139.5M | 0.02% | +12,236+2.2% | Added |
| Davenport & Co LLC | 571,240 | $143.0M | 1.18% | +30,620+5.7% | Added |
| Neuberger Berman Group LLC | 677,448 | $169.0M | 0.17% | −9,041−1.3% | Reduced |
| Wellington Management Group LLP | 681,924 | $170.1M | 0.03% | −1,586−0.2% | Reduced |
| Blair William & Co | 709,552 | $177.0M | 0.77% | +10,421+1.5% | Added |
| State Street Corp | 925,843 | $230.9M | 0.01% | +1,900+0.2% | Added |
| Capital World Investors | 1,074,800 | $268.1M | 0.06% | 00.0% | Unchanged |
| FMR LLC | 1,157,151 | $288.6M | 0.03% | +106,218+10.1% | Added |
| Charles Schwab Investment Management Inc | 1,363,408 | $329.4M | 0.11% | +81,649+6.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,638,051 | $408.5M | 1.27% | −92,178−5.3% | Reduced |
| Baillie Gifford & Co | 2,181,060 | $544.0M | 0.57% | +15,938+0.7% | Added |
| Vanguard Group Inc | 3,210,219 | $800.6M | 0.02% | +56,702+1.8% | Added |
| BlackRock Inc. | 4,020,121 | $1.00B | 0.03% | +112,040+2.9% | Added |
| Ninety One UK Ltd | 0 | $0 | 0.00% | −70,695−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −33,496−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −23,915−100.0% | Sold out |
| Principal Street Partners, LLC | 0 | $0 | 0.00% | −19,063−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −15,416−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −11,529−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −8,171−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −5,244−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −4,688−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −4,317−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −4,201−100.0% | Sold out |
| Aviance Capital Partners, LLC | 0 | $0 | 0.00% | −4,006−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −3,720−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −3,645−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −2,923−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −2,915−100.0% | Sold out |
| Ninety One SA (PTY) Ltd | 0 | $0 | 0.00% | −2,552−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,141−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −1,722−100.0% | Sold out |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −1,541−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −1,511−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −1,386−100.0% | Sold out |
| Washington Trust Bank | 0 | $0 | 0.00% | −1,022−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,007−100.0% | Sold out |
| Boyar Asset Management Inc. | 0 | $0 | 0.00% | −982−100.0% | Sold out |
| Wealth Management Solutions, LLC | 0 | $0 | 0.00% | −877−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −860−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −698−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −298−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |