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Livermore
Livermore
ZHEN

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
Spire Wealth Management70$17.0K0.00%+60+600.0%Added
Armstrong Advisory Group, Inc65$16.2K0.00%+65New
Carolinas Wealth Consulting LLC64$16.0K0.00%00.0%Unchanged
Colonial Trust Co64$16.0K0.00%+64New
West Branch Capital LLC63$15.7K0.01%00.0%Unchanged
Hall Laurie J Trustee60$15.0K0.01%00.0%Unchanged
Pathway Financial Advisers, LLC56$14.0K0.01%+56New
PSI Advisors, LLC50$12.5K0.01%00.0%Unchanged
TCI Wealth Advisors, Inc.48$12.0K0.00%−1−2.0%Reduced
Accurate Wealth Management, LLC41$11.1K0.00%+41New
Sutton Wealth Advisors Inc.43$10.7K0.00%+11+34.4%Added
JFS Wealth Advisors, LLC42$10.5K0.00%−3−6.7%Reduced
Legacy Bridge, LLC40$9.98K0.01%00.0%Unchanged
Rosenberg Matthew Hamilton35$8.73K0.00%00.0%Unchanged
Lindbrook Capital, LLC33$8.23K0.00%−25−43.1%Reduced
American National Bank32$8.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc31$7.73K0.00%−72−69.9%Reduced
Ancora Advisors, LLC28$7.00K0.00%+7+33.3%Added
Atticus Wealth Management, LLC28$6.98K0.00%+28New
Schubert & Co27$6.73K0.01%−2−6.9%Reduced
Financial Synergies Wealth Advisors, Inc.27$6.73K0.00%+27New
Global Retirement Partners, LLC26$6.48K0.00%−32−55.2%Reduced
Farther Finance Advisors, LLC26$6.48K0.00%+26New
Key Financial Inc24$6.18K0.00%00.0%Unchanged
MBM Wealth Consultants, LLC22$6.00K0.00%+22New
Bell Investment Advisors, Inc24$5.99K0.00%00.0%Unchanged
Earnest Partners LLC23$5.74K0.00%00.0%Unchanged
Versant Capital Management, Inc23$5.74K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.21$5.36K0.00%00.0%Unchanged
Smithfield Trust Co20$5.00K0.00%00.0%Unchanged
Bartlett & Co. LLC20$5.00K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC20$4.99K0.00%00.0%Unchanged
Glassman Wealth Services19$4.74K0.00%00.0%Unchanged
Aspire Private Capital, LLC18$4.49K0.00%00.0%Unchanged
Manchester Capital Management LLC18$4.49K0.00%+18New
Farmers & Merchants Investments Inc17$4.24K0.00%+2+13.3%Added
Sofos Investments, Inc.249$4.08K0.04%−1,293−83.9%Reduced
Pin Oak Investment Advisors Inc15$4.00K0.00%+15New
Global Financial Private Client, LLC16$3.99K0.00%00.0%Unchanged
Western Pacific Wealth Management, LP16$3.99K0.00%+16New
Arete Wealth Advisors, LLC20,000$3.49K0.00%+20,000New
Thomas J. Herzfeld Advisors, Inc.13$3.24K0.00%00.0%Unchanged
Money Concepts Capital Corp12$2.99K0.00%+1+9.1%Added
Quarry LP11$2.74K0.00%+11New
Bourgeon Capital Management LLC10$2.49K0.00%00.0%Unchanged
Optimum Investment Advisors9$2.25K0.00%00.0%Unchanged
Truvestments Capital LLC9$2.25K0.00%+9New
Castleview Partners, LLC9$2.24K0.00%00.0%Unchanged
Sierra Capital LLC10$2.00K0.00%00.0%Unchanged
Loomis Sayles & Co L P7$2.00K0.00%00.0%Unchanged
Jones Financial Companies LLLP8$2.00K0.00%+8New
Adirondack Trust Co8$2.00K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC8$2.00K0.00%+8New
Allworth Financial LP7$1.75K0.00%−16−69.6%Reduced
SJS Investment Consulting Inc.6$1.50K0.00%+3+100.0%Added
Tucker Asset Management LLC5$1.26K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC5$1.25K0.00%−1,115−99.6%Reduced
New Millennium Group LLC5$1.25K0.00%+5New
Cornerstone Planning Group LLC4$1.05K0.00%+4New
Financial Management Professionals, Inc.3$1.00K0.00%00.0%Unchanged
Disciplined Investments, LLC4$9980.00%−64−94.1%Reduced
McElhenny Sheffield Capital Management, LLC3$7480.00%+3New
PEAK6 Investments LLC2$5240.00%−955−99.8%Reduced
Hexagon Capital Partners LLC2$4990.00%−22−91.7%Reduced
Raffa Wealth Management, LLC2$4990.00%00.0%Unchanged
Quent Capital, LLC2$4990.00%+2New
True Wealth Design, LLC1$2490.00%+1New
Baystate Wealth Management LLC1$00.00%00.0%Unchanged
Ninety One UK Ltd0$00.00%−70,695−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−33,496−100.0%Sold out
Distillate Capital Partners LLC0$00.00%−23,915−100.0%Sold out
Principal Street Partners, LLC0$00.00%−19,063−100.0%Sold out
Sandler Capital Management0$00.00%−15,416−100.0%Sold out
Zacks Investment Management0$00.00%−11,529−100.0%Sold out
Harel Insurance Investments & Financial Services Ltd.0$00.00%−8,171−100.0%Sold out
Tocqueville Asset Management L.P.0$00.00%−5,244−100.0%Sold out
Scopus Asset Management, L.P.0$00.00%−5,000−100.0%Sold out
AlphaCrest Capital Management LLC0$00.00%−4,688−100.0%Sold out
Ergoteles LLC0$00.00%−4,317−100.0%Sold out
Diametric Capital, LP0$00.00%−4,201−100.0%Sold out
Aviance Capital Partners, LLC0$00.00%−4,006−100.0%Sold out
HSBC Holdings PLC0$00.00%−3,720−100.0%Sold out
AdvisorShares Investments LLC0$00.00%−3,645−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−2,923−100.0%Sold out
Robeco Institutional Asset Management B.V.0$00.00%−2,915−100.0%Sold out
Ninety One SA (PTY) Ltd0$00.00%−2,552−100.0%Sold out
Simplex Trading, LLC0$00.00%−2,141−100.0%Sold out
Aigen Investment Management, LP0$00.00%−1,722−100.0%Sold out
Capital Asset Advisory Services LLC0$00.00%−1,541−100.0%Sold out
Jackson Creek Investment Advisors LLC0$00.00%−1,511−100.0%Sold out
Concentric Capital Strategies, LP0$00.00%−1,386−100.0%Sold out
Washington Trust Bank0$00.00%−1,022−100.0%Sold out
Virtu Financial LLC0$00.00%−1,007−100.0%Sold out
Boyar Asset Management Inc.0$00.00%−982−100.0%Sold out
Wealth Management Solutions, LLC0$00.00%−877−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−860−100.0%Sold out
Meeder Asset Management Inc0$00.00%−698−100.0%Sold out
Ellis Investment Partners, LLC0$00.00%−298−100.0%Sold out
O'Dell Group, LLC0$00.00%−104−100.0%Sold out
Plante Moran Financial Advisors, LLC0$00.00%−100−100.0%Sold out