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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 3,057 | $762.4K | 0.02% | 00.0% | Unchanged |
| Amundi | 2,736 | $754.2K | 0.00% | −420−13.3% | Reduced |
| Annandale Capital, LLC | 3,006 | $750.0K | 0.25% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 2,978 | $742.7K | 0.01% | +2,978 | New |
| Heritage Wealth Management, LLC | 2,945 | $734.4K | 0.10% | +1,649+127.2% | Added |
| Avantax Advisory Services, Inc. | 2,927 | $730.1K | 0.01% | +68+2.4% | Added |
| MML Investors Services, LLC | 2,916 | $727.0K | 0.00% | −69−2.3% | Reduced |
| CIBC World Markets Inc. | 2,903 | $724.0K | 0.00% | +721+33.0% | Added |
| Cetera Advisors LLC | 2,796 | $697.3K | 0.01% | +428+18.1% | Added |
| JustInvest LLC | 2,784 | $694.3K | 0.03% | +1,363+95.9% | Added |
| DekaBank Deutsche Girozentrale | 2,750 | $692.0K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,760 | $688.0K | 0.02% | −133−4.6% | Reduced |
| DFPG Investments, LLC | 2,482 | $687.5K | 0.11% | +2,482 | New |
| Cox Capital Mgt LLC | 2,755 | $687.1K | 0.45% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 2,694 | $671.9K | 0.10% | +1,390+106.6% | Added |
| Quantamental Technologies LLC | 2,666 | $664.9K | 0.30% | +2,666 | New |
| Winton Group Ltd | 2,627 | $655.2K | 0.04% | −1,051−28.6% | Reduced |
| Hilltop Holdings Inc. | 2,547 | $635.2K | 0.08% | +402+18.7% | Added |
| Charter Oak Capital Management, LLC | 2,540 | $633.5K | 0.09% | −70−2.7% | Reduced |
| VisionPoint Advisory Group, LLC | 2,089 | $625.2K | 0.26% | −500−19.3% | Reduced |
| Rockefeller Capital Management L.P. | 2,502 | $624.0K | 0.00% | −64−2.5% | Reduced |
| CoreCap Advisors, LLC | 2,500 | $623.6K | 0.04% | +146+6.2% | Added |
| Maryland State Retirement & Pension System | 2,490 | $621.0K | 0.02% | +2,490 | New |
| Advisor OS, LLC | 2,440 | $608.4K | 0.16% | +236+10.7% | Added |
| Change Path, LLC | 2,386 | $595.0K | 0.03% | −9−0.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 2,139 | $589.3K | 0.01% | +2,139 | New |
| J. W. Coons Advisors, LLC | 2,361 | $588.8K | 0.18% | +330+16.2% | Added |
| Kestra Advisory Services, LLC | 2,350 | $586.1K | 0.01% | +806+52.2% | Added |
| Crawford Investment Counsel Inc | 2,332 | $581.6K | 0.01% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 2,310 | $576.1K | 0.03% | +81+3.6% | Added |
| Marshall Wace, LLP | 2,297 | $572.9K | 0.00% | +2,297 | New |
| TrinityPoint Wealth, LLC | 2,272 | $566.7K | 0.13% | +109+5.0% | Added |
| National Bank of Canada | 2,272 | $566.6K | 0.00% | +2,155+1,841.9% | Added |
| Ensemble Capital Management, LLC | 2,235 | $557.4K | 0.06% | 00.0% | Unchanged |
| National Asset Management, Inc. | 2,230 | $556.2K | 0.02% | +32+1.5% | Added |
| Impax Asset Management Group plc | 2,184 | $544.7K | 0.00% | +366+20.1% | Added |
| Financial Advisory Service, Inc. | 2,183 | $544.4K | 0.06% | +9+0.4% | Added |
| ProShare Advisors LLC | 2,168 | $540.7K | 0.00% | +262+13.7% | Added |
| Brown Advisory Inc | 2,156 | $537.7K | 0.00% | +1,225+131.6% | Added |
| Silvercrest Asset Management Group LLC | 2,150 | $536.2K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance | 2,129 | $531.0K | 0.09% | −365−14.6% | Reduced |
| Inceptionr LLC | 2,108 | $525.7K | 0.28% | +2,108 | New |
| Horizon Investments, LLC | 2,125 | $525.0K | 0.02% | −2,505−54.1% | Reduced |
| Man Group plc | 2,087 | $520.5K | 0.00% | +2,087 | New |
| Capital Analysts, LLC | 2,030 | $506.0K | 0.03% | −50−2.4% | Reduced |
| Groesbeck Investment Management Corp | 2,025 | $505.0K | 0.85% | +45+2.3% | Added |
| Linden Thomas Advisory Services, LLC | 2,009 | $501.0K | 0.14% | +2,009 | New |
| Connectus Wealth, LLC | 2,000 | $499.0K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,000 | $498.8K | 0.00% | +1,000+100.0% | Added |
| Stephens Inc | 1,896 | $472.9K | 0.01% | −1−0.1% | Reduced |
| Engineers Gate Manager LP | 1,882 | $469.4K | 0.03% | +909+93.4% | Added |
| Parsec Financial Management, Inc. | 1,870 | $466.4K | 0.02% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 1,867 | $465.6K | 0.05% | −135−6.7% | Reduced |
| Advisor Partners II, LLC | 1,861 | $464.1K | 0.03% | +18+1.0% | Added |
| Parsons Capital Management Inc | 1,822 | $454.4K | 0.04% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 1,808 | $451.0K | 0.02% | +336+22.8% | Added |
| LVW Advisors, LLC | 1,779 | $443.7K | 0.09% | −120−6.3% | Reduced |
| Shell Asset Management Co | 1,729 | $431.0K | 0.02% | −347−16.7% | Reduced |
| Equitable Trust Co | 1,724 | $430.0K | 0.03% | +1,724 | New |
| Icon Wealth Advisors, LLC | 1,707 | $425.7K | 0.05% | −108−6.0% | Reduced |
| Jane Street Group, LLC | 1,694 | $422.5K | 0.00% | −12,198−87.8% | Reduced |
| Ethic Inc. | 1,691 | $421.7K | 0.02% | −99−5.5% | Reduced |
| Shelton Capital Management | 1,688 | $421.0K | 0.04% | −59−3.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,668 | $416.0K | 0.05% | −309−15.6% | Reduced |
| Compass Ion Advisors, LLC | 1,649 | $411.3K | 0.11% | +13+0.8% | Added |
| Point72 Middle East FZE | 1,642 | $409.5K | 0.03% | +1,642 | New |
| Parallel Advisors, LLC | 1,624 | $405.1K | 0.02% | −21−1.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,625 | $405.0K | 0.04% | −67−4.0% | Reduced |
| Belpointe Asset Management LLC | 1,607 | $400.8K | 0.02% | −89−5.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 934 | $400.2K | 0.04% | +934 | New |
| Blueshift Asset Management, LLC | 1,584 | $395.1K | 0.18% | +1,584 | New |
| Birch Capital Management, LLC | 1,571 | $391.8K | 0.27% | +1,571 | New |
| Donoghue Forlines LLC | 1,536 | $383.1K | 0.14% | +1,536 | New |
| CI Private Wealth, LLC | 1,524 | $380.1K | 0.00% | +1,524 | New |
| Centennial Wealth Advisory LLC | 1,522 | $379.6K | 0.21% | +221+17.0% | Added |
| Advocate Group LLC | 1,501 | $374.3K | 0.08% | −119−7.3% | Reduced |
| Romano Brothers and Company | 1,500 | $374.1K | 0.06% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,493 | $372.0K | 0.05% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,231 | $368.3K | 0.64% | +1,231 | New |
| Steward Partners Investment Advisory, LLC | 1,462 | $364.7K | 0.01% | −16−1.1% | Reduced |
| Integrated Wealth Concepts LLC | 1,450 | $362.0K | 0.01% | +109+8.1% | Added |
| Avidian Wealth Solutions, LLC | 1,449 | $361.4K | 0.02% | +1,449 | New |
| Yarbrough Capital, LLC | 1,447 | $360.9K | 0.03% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,225 | $352.2K | 0.01% | −189−13.4% | Reduced |
| PDT Partners, LLC | 1,408 | $351.2K | 0.06% | +1,408 | New |
| Commerce Bank | 1,389 | $346.4K | 0.00% | +204+17.2% | Added |
| Avestar Capital, LLC | 1,381 | $344.4K | 0.07% | −158−10.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,375 | $342.9K | 0.06% | 00.0% | Unchanged |
| First Bank & Trust | 1,339 | $334.0K | 0.09% | −25−1.8% | Reduced |
| Cerity Partners LLC | 1,333 | $332.7K | 0.00% | −2,070−60.8% | Reduced |
| M&T Bank Corp | 1,331 | $331.6K | 0.00% | +58+4.6% | Added |
| Symmetry Partners, LLC | 1,273 | $317.0K | 0.02% | 00.0% | Unchanged |
| Sonen Capital LLC | 1,264 | $315.2K | 0.52% | −290−18.7% | Reduced |
| Van Eck Associates Corp | 1,250 | $312.0K | 0.00% | +164+15.1% | Added |
| Johnson Financial Group, Inc. | 1,249 | $311.5K | 0.02% | −85−6.4% | Reduced |
| Kenfarb & Co. | 1,245 | $310.5K | 0.28% | −650−34.3% | Reduced |
| Profund Advisors LLC | 1,227 | $306.0K | 0.02% | −13−1.0% | Reduced |
| Veritable, L.P. | 1,177 | $293.5K | 0.01% | +242+25.9% | Added |
| Insight Folios Inc | 1,147 | $286.0K | 0.13% | −27−2.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,144 | $285.0K | 0.01% | −486−29.8% | Reduced |