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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.

Institutional holdersQ4 2022: 568 institutions
Q1 2021: 464 institutionsQ2 2021: 475 institutionsQ3 2021: 478 institutionsQ4 2021: 521 institutionsQ1 2022: 495 institutionsQ2 2022: 516 institutionsQ3 2022: 538 institutionsQ4 2022: 568 institutionsQ1 2023: 615 institutionsQ2 2023: 677 institutionsQ3 2023: 683 institutionsQ4 2023: 727 institutionsQ1 2024: 746 institutionsQ2 2024: 778 institutionsQ3 2024: 789 institutionsQ4 2024: 822 institutionsQ1 2025: 840 institutionsQ2 2025: 807 institutionsQ3 2025: 780 institutionsQ4 2025: 768 institutionsQ1 2026: 772 institutionsQ2 2026: 787 institutions
Value heldQ4 2022: $8.51B
Q1 2021: $8.06BQ2 2021: $8.80BQ3 2021: $8.12BQ4 2021: $9.61BQ1 2022: $9.46BQ2 2022: $7.74BQ3 2022: $8.59BQ4 2022: $8.51BQ1 2023: $11.0BQ2 2023: $13.5BQ3 2023: $13.7BQ4 2023: $15.3BQ1 2024: $15.6BQ2 2024: $16.7BQ3 2024: $17.4BQ4 2024: $16.8BQ1 2025: $17.9BQ2 2025: $15.3BQ3 2025: $14.6BQ4 2025: $12.6BQ1 2026: $13.9BQ2 2026: $15.7B
Institutions holding WSO and their total value by quarter
QuarterHoldersValue
Q2 2026787$15.7B
Q1 2026772$13.9B
Q4 2025768$12.6B
Q3 2025780$14.6B
Q2 2025807$15.3B
Q1 2025840$17.9B
Q4 2024822$16.8B
Q3 2024789$17.4B
Q2 2024778$16.7B
Q1 2024746$15.6B
Q4 2023727$15.3B
Q3 2023683$13.7B
Q2 2023677$13.5B
Q1 2023615$11.0B
Q4 2022568$8.51B
Q3 2022538$8.59B
Q2 2022516$7.74B
Q1 2022495$9.46B
Q4 2021521$9.61B
Q3 2021478$8.12B
Q2 2021475$8.80B
Q1 2021464$8.06B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q3 2022.

Institutions holding WSO in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Gladius Capital Management LP0$00.00%−90−100.0%Sold out
Hanson & Doremus Investment Management0$00.00%−80−100.0%Sold out
Tobam0$00.00%−81−100.0%Sold out
De Burlo Group Inc0$00.00%−75−100.0%Sold out
Community Bank, N.A.0$00.00%−74−100.0%Sold out
Washington Trust Advisors, Inc.0$00.00%−69−100.0%Sold out
Wolff Wiese Magana LLC0$00.00%−58−100.0%Sold out
Pacifica Partners Inc.0$00.00%−35−100.0%Sold out
Country Trust Bank0$00.00%−30−100.0%Sold out
Howe & Rusling Inc0$00.00%−26−100.0%Sold out
Independence Bank of Kentucky0$00.00%−26−100.0%Sold out
Morgan Dempsey Capital Management LLC0$00.00%−22−100.0%Sold out
Bogart Wealth, LLC0$00.00%−24−100.0%Sold out
EdgeRock Capital LLC0$00.00%−23−100.0%Sold out
Edmond de Rothschild Holding S.A.0$00.00%−20−100.0%Sold out
Raleigh Capital Management Inc.0$00.00%−19−100.0%Sold out
Trust Co of Vermont0$00.00%−14−100.0%Sold out
Gradient Investments LLC0$00.00%−14−100.0%Sold out
Capital Advisors, Ltd. LLC0$00.00%−8−100.0%Sold out
Center for Financial Planning, Inc.0$00.00%−8−100.0%Sold out
MCF Advisors LLC0$00.00%−3−100.0%Sold out
Eaton Vance Management––––Not filed
Buck Wealth Strategies, LLC––––Not filed
Regentatlantic Capital LLC––––Not filed
Keebeck Alpha, LP––––Not filed
FourThought Financial, LLC––––Not filed
American Research & Management Co.––––Not filed
Wipfli Financial Advisors LLC,––––Not filed
American Portfolios Advisors––––Not filed
Covington Capital Management––––Not filed