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 |
|---|---|---|---|---|---|
| Healthcare of Ontario Pension Plan Trust Fund | 1,134 | $282.8K | 0.00% | +1,134 | New |
| Park National Corp | 1,130 | $281.8K | 0.01% | −35−3.0% | Reduced |
| Teza Capital Management LLC | 1,119 | $279.1K | 0.05% | +1,119 | New |
| Boston Private Wealth LLC | 1,116 | $278.3K | 0.00% | −232−17.2% | Reduced |
| Mayflower Financial Advisors, LLC | 1,115 | $278.1K | 0.04% | +1,115 | New |
| CIBC Asset Management Inc | 1,110 | $276.8K | 0.00% | −614−35.6% | Reduced |
| Park Place Capital Corp | 1,098 | $274.0K | 0.08% | +1,098 | New |
| LGT Financial Advisors LLC | 1,094 | $272.9K | 0.32% | +1,094 | New |
| Fifth Third Bancorp | 1,053 | $262.6K | 0.00% | −39−3.6% | Reduced |
| BHK Investment Advisors, LLC | 1,050 | $261.9K | 0.15% | +100+10.5% | Added |
| Crescent Grove Advisors, LLC | 1,028 | $256.4K | 0.03% | +43+4.4% | Added |
| Two Sigma Securities, LLC | 1,023 | $255.1K | 0.04% | −864−45.8% | Reduced |
| SlateStone Wealth, LLC | 1,012 | $252.4K | 0.06% | +75+8.0% | Added |
| Clarius Group, LLC | 1,000 | $249.0K | 0.02% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 980 | $247.5K | 0.03% | −110−10.1% | Reduced |
| Premier Asset Management LLC | 989 | $246.7K | 0.31% | +134+15.7% | Added |
| Mirabella Financial Services LLP | 987 | $246.2K | 0.02% | +987 | New |
| Coury Firm Asset Management LLC | 968 | $241.5K | 0.36% | +8+0.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 957 | $238.7K | 0.00% | +957 | New |
| Chase Investment Counsel Corp | 949 | $236.0K | 0.14% | +31+3.4% | Added |
| Flagship Harbor Advisors, LLC | 944 | $235.3K | 0.02% | +8+0.9% | Added |
| Susquehanna International Group, LLP | 931 | $232.2K | 0.00% | −2,087−69.2% | Reduced |
| Delta Financial Group, Inc. | 914 | $231.0K | 0.10% | +914 | New |
| MQS Management LLC | 915 | $228.2K | 0.16% | +915 | New |
| Ellevest, Inc. | 900 | $224.5K | 0.02% | −3−0.3% | Reduced |
| EverSource Wealth Advisors, LLC | 897 | $223.8K | 0.03% | −671−42.8% | Reduced |
| Penserra Capital Management LLC | 879 | $219.0K | 0.00% | −277−24.0% | Reduced |
| Lake Street Financial LLC | 861 | $216.3K | 0.04% | −35−3.9% | Reduced |
| Longfellow Investment Management Co LLC | 865 | $215.7K | 0.05% | +1+0.1% | Added |
| Quantum Private Wealth, LLC | 854 | $212.9K | 0.13% | +854 | New |
| Royal London Asset Management Ltd | 831 | $207.4K | 0.00% | +100+13.7% | Added |
| ExodusPoint Capital Management, LP | 828 | $207.0K | 0.00% | +828 | New |
| Verition Fund Management LLC | 825 | $205.8K | 0.00% | +825 | New |
| Cary Street Partner Investment Advisory LLC | 814 | $203.0K | 0.01% | +814 | New |
| Oak Ridge Investments LLC | 807 | $201.3K | 0.03% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 806 | $200.9K | 0.06% | +806 | New |
| JTC Employer Solutions Trusteee Ltd | 780 | $195.0K | 0.02% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 725 | $180.8K | 0.00% | −300−29.3% | Reduced |
| Heritage Wealth Advisors | 643 | $160.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 622 | $155.0K | 0.13% | −14−2.2% | Reduced |
| Signaturefd, LLC | 554 | $138.2K | 0.00% | −94−14.5% | Reduced |
| Pinebridge Investments, L.P. | 485 | $121.0K | 0.00% | +485 | New |
| Itau Unibanco Holding S.A. | 469 | $118.4K | 0.00% | +469 | New |
| First Horizon Advisors, Inc. | 462 | $115.2K | 0.00% | −127−21.6% | Reduced |
| First Manhattan Co | 455 | $113.5K | 0.00% | +95+26.4% | Added |
| Baldwin Brothers Inc | 450 | $112.2K | 0.01% | +425+1,700.0% | Added |
| CWM, LLC | 439 | $110.0K | 0.00% | +57+14.9% | Added |
| Ci Investments Inc. | 420 | $105.0K | 0.00% | +26+6.6% | Added |
| Advisory Services Network, LLC | 408 | $101.8K | 0.00% | +408 | New |
| Salem Investment Counselors Inc | 400 | $99.8K | 0.00% | +390+3,900.0% | Added |
| Bessemer Group Inc | 398 | $99.0K | 0.00% | +225+130.1% | Added |
| KBC Group NV | 392 | $98.0K | 0.00% | −2,106−84.3% | Reduced |
| IFP Advisors, Inc | 439 | $90.0K | 0.00% | +111+33.8% | Added |
| Parkside Financial Bank & Trust | 350 | $87.3K | 0.03% | −603−63.3% | Reduced |
| Endurance Wealth Management, Inc. | 350 | $87.0K | 0.01% | +105+42.9% | Added |
| RFP Financial Group LLC | 340 | $84.8K | 0.04% | +340 | New |
| Central Trust Co | 325 | $81.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 319 | $79.6K | 0.00% | +71+28.6% | Added |
| Evermay Wealth Management LLC | 315 | $78.6K | 0.02% | −38−10.8% | Reduced |
| GWM Advisors LLC | 3,466 | $77.7K | 0.00% | +186+5.7% | Added |
| Huntington National Bank | 308 | $76.8K | 0.00% | +2+0.7% | Added |
| Balyasny Asset Management LLC | 293 | $73.1K | 0.00% | +293 | New |
| Coppell Advisory Solutions LLC | 292 | $72.8K | 0.03% | +292 | New |
| Coppell Advisory Solutions Corp. | 292 | $72.8K | 0.03% | +292 | New |
| Quadrant Capital Group LLC | 289 | $72.1K | 0.01% | −203−41.3% | Reduced |
| Ossiam | 266 | $66.3K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 230 | $57.4K | 0.03% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 225 | $56.1K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 216 | $54.0K | 0.03% | +53+32.5% | Added |
| Zullo Investment Group, Inc. | 213 | $53.1K | 0.03% | +28+15.1% | Added |
| Leonteq Securities AG | 200 | $49.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 200 | $49.9K | 0.00% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 193 | $48.0K | 0.00% | +151+359.5% | Added |
| Lumature Wealth Partners, LLC | 185 | $46.1K | 0.03% | −27−12.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 185 | $46.1K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 185 | $46.1K | 0.00% | +185 | New |
| JJJ Advisors Inc. | 157 | $43.2K | 0.01% | 00.0% | Unchanged |
| Comerica Securities,inc. | 170 | $42.4K | 0.00% | +170 | New |
| Private Trust Co NA | 170 | $42.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 164 | $40.9K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 156 | $38.9K | 0.02% | +156 | New |
| Nomura Asset Management Co Ltd | 155 | $38.7K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 153 | $38.2K | 0.00% | −15−8.9% | Reduced |
| Resources Management Corp | 150 | $37.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 142 | $36.0K | 0.00% | +142 | New |
| U.S. Capital Wealth Advisors, LLC | 137 | $34.2K | 0.00% | +137 | New |
| Colonial Trust Advisors | 130 | $32.4K | 0.00% | +130 | New |
| Vigilant Capital Management, LLC | 123 | $31.0K | 0.00% | +36+41.4% | Added |
| Massmutual Trust Co FSB | 117 | $29.0K | 0.00% | +3+2.6% | Added |
| Kistler-Tiffany Companies, LLC | 115 | $28.7K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 115 | $28.7K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 104 | $25.9K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 102 | $25.4K | 0.00% | +16+18.6% | Added |
| High Net Worth Advisory Group LLC | 100 | $24.9K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 100 | $24.9K | 0.01% | +100 | New |
| SRS Capital Advisors, Inc. | 95 | $23.7K | 0.00% | −1−1.0% | Reduced |
| Harbour Investments, Inc. | 89 | $22.2K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 84 | $21.0K | 0.01% | +1+1.2% | Added |
| Larson Financial Group LLC | 78 | $19.5K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 76 | $19.0K | 0.00% | +9+13.4% | Added |