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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, Q1 2021

Institutional positions in Watsco Inc as of Mar 31, 2021. 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
464
No complete 13F data for Q4 2020
Shares held
30.9M
No complete 13F data for Q4 2020
Total value
$8.06B
No complete 13F data for Q4 2020

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 holdersQ1 2021: 464 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 heldQ1 2021: $8.06B
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, Q1 2021

Shares, value and share of portfolio for each institution holding Watsco Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding WSO in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.3,689,071$961.9M0.03%––
Vanguard Group Inc3,350,142$873.5M0.02%––
Baillie Gifford & Co1,994,573$520.1M0.29%––
Capital World Investors1,034,591$269.8M0.05%––
Charles Schwab Investment Management Inc1,029,298$268.4M0.10%––
FMR LLC939,363$244.9M0.02%––
Wellington Management Group LLP799,860$208.6M0.04%––
State Street Corp782,245$204.0M0.01%––
Neuberger Berman Group LLC782,493$203.3M0.19%––
Kayne Anderson Rudnick Investment Management LLC773,193$201.6M0.54%––
Davenport & Co LLC615,865$160.6M1.51%––
Blair William & Co564,359$147.2M0.56%––
Bank of New York Mellon Corp561,165$146.3M0.03%––
Geode Capital Management, LLC470,180$122.6M0.02%––
Wells Fargo & Company409,968$106.9M0.02%––
Ameriprise Financial Inc405,059$105.6M0.04%––
Markel Group Inc.SuperinvestorMarkel Group403,500$105.2M1.46%––
Epoch Investment Partners, Inc.365,826$95.4M0.45%––
Boston Financial Mangement LLC356,819$93.0M4.09%––
Gilder Gagnon Howe & Co LLC356,802$93.0M0.50%––
Northern Trust Corp341,201$89.0M0.02%––
Mitsubishi UFJ Trust & Banking Corp319,626$81.9M0.18%––
Ninety One UK Ltd300,710$78.4M0.22%––
First Trust Advisors LP292,361$76.2M0.09%––
Swedbank AB289,000$75.4M0.16%––
Norges Bank270,794$70.6M0.02%––
Caledonia Investments PLC268,784$70.1M13.57%––
Price T Rowe Associates Inc254,941$66.5M0.01%––
Anchor Capital Advisors LLC242,020$63.1M1.33%––
Dimensional Fund Advisors LP232,687$60.7M0.02%––
Goldman Sachs Group Inc226,476$59.1M0.02%––
Bahl & Gaynor Inc221,363$57.7M0.37%––
Raymond James & Associates210,955$55.0M0.06%––
Welch & Forbes LLC200,490$52.3M0.97%––
Dearborn Partners LLC195,653$51.0M2.17%––
Invesco Ltd.195,382$50.9M0.01%––
GW&K Investment Management, LLC189,849$49.5M0.46%––
Motley Fool Asset Management LLC184,792$48.2M3.48%––
Renaissance Technologies LLC175,500$45.8M0.06%––
Waddell & Reed Financial Inc173,062$45.1M0.09%––
Howland Capital Management LLC162,235$42.3M2.36%––
Bank of America Corp162,025$42.2M0.01%––
First Republic Investment Management, Inc.144,017$37.6M0.12%––
Nordea Investment Management AB142,201$37.3M0.05%––
Riverbridge Partners LLC137,061$35.7M0.41%––
Washington Trust Co135,044$35.2M1.08%––
Handelsbanken Fonder AB130,658$34.1M0.19%––
Motley Fool Wealth Management, LLC123,096$32.1M1.44%––
Nuveen Asset Management, LLC118,131$30.8M0.01%––
AQR Capital Management LLC113,166$29.5M0.05%––
Principal Financial Group Inc112,991$29.5M0.02%––
Kames Capital plc110,716$28.9M0.43%––
Rhumbline Advisers104,420$27.2M0.04%––
Eaton Vance Management100,646$26.2M0.04%––
New York State Common Retirement Fund93,000$24.3M0.03%––
Natixis Advisors, L.P.92,612$24.1M0.13%––
Capital Advisors Inc89,304$23.3M0.76%––
Premier Fund Managers Ltd88,400$23.0M0.89%––
Acadian Asset Management LLC87,831$22.9M0.09%––
Parametric Portfolio Associates LLC87,748$22.9M0.01%––
Geneva Capital Management LLC87,459$22.8M0.39%––
Legal & General Group Plc85,044$22.2M0.01%––
Credit Suisse AG79,492$20.7M0.02%––
Citigroup Inc78,028$20.3M0.02%––
California Public Employees Retirement System76,997$20.1M0.02%––
Franklin Resources Inc76,318$19.9M0.01%––
Swiss National Bank75,044$19.6M0.01%––
Baird Financial Group, Inc.72,206$18.8M0.05%––
Morgan Stanley69,612$18.2M0.00%––
Conestoga Capital Advisors, LLC67,845$17.7M0.27%––
Victory Capital Management Inc65,223$17.0M0.02%––
Bridgeway Capital Management, LLC64,750$16.9M0.32%––
Envestnet Asset Management Inc63,704$16.6M0.01%––
UBS Asset Management Americas Inc60,533$15.8M0.01%––
American International Group, Inc.59,563$15.5M0.06%––
Royal Bank of Canada59,522$15.5M0.00%––
California State Teachers Retirement System58,942$15.4M0.02%––
Stock Yards Bank & Trust Co57,372$15.0M1.01%––
Thrivent Financial for Lutherans57,056$14.9M0.03%––
Teachers Retirement System of the State of Kentucky55,267$14.4M0.14%––
JPMorgan Chase & Co54,657$14.3M0.00%––
Bank of Nova Scotia54,232$14.1M0.03%––
Alliancebernstein L.P.53,398$13.9M0.01%––
Royce & Associates LP48,696$12.7M0.09%––
Cynosure Management, LLC46,459$12.1M9.50%––
Cambridge Trust Co43,564$11.4M0.46%––
Grace & White Inc43,125$11.2M2.15%––
Truist Financial Corp43,068$11.2M0.02%––
Retirement Systems of Alabama42,901$11.2M0.04%––
State Board of Administration of Florida Retirement System41,460$10.8M0.02%––
Pembroke Management, LTD40,816$10.6M0.89%––
New York State Teachers Retirement System40,567$10.6M0.02%––
Southernsun Asset Management, LLC40,525$10.6M1.10%––
RMB Capital Management, LLC40,321$10.5M0.39%––
Los Angeles Capital Management LLC40,273$10.5M0.05%––
LaFleur & Godfrey LLC38,299$9.99M1.94%––
Handelsinvest Investeringsforvaltning38,000$9.91M1.21%––
2Xideas AG37,834$9.87M1.09%––
Manufacturers Life Insurance Company, The36,934$9.63M0.01%––
State of Wisconsin Investment Board34,982$9.12M0.02%––