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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
Twin Tree Management, LP1$00.00%––
Baystate Wealth Management LLC1$00.00%––
Raffa Wealth Management, LLC2$5220.00%––
Stonebridge Capital Advisors LLC2$1.00K0.00%––
Atticus Wealth Management, LLC3$1.00K0.00%––
Standard Family Office LLC4$1.00K0.00%––
Sofos Investments, Inc.4$1.16K0.02%––
Tucker Asset Management LLC5$1.30K0.00%––
Bartlett & Co. Wealth Management LLC6$1.56K0.00%––
Hanson & Doremus Investment Management8$2.00K0.00%––
Bartlett & Co. LLC6$2.00K0.00%––
Berman Capital Advisors, LLC9$2.00K0.00%––
Valley National Advisers Inc11$3.00K0.00%––
Bourgeon Capital Management LLC10$3.00K0.00%––
TCI Wealth Advisors, Inc.12$3.00K0.00%––
Ironwood Financial, llc10$3.00K0.00%––
Bessemer Group Inc14$4.00K0.00%––
Truvestments Capital LLC14$4.00K0.00%––
Meridian Wealth Partners, LLC14$4.00K0.00%––
Global Financial Private Client, LLC16$4.28K0.00%––
Thompson Siegel & Walmsley LLC21$5.00K0.00%––
Smithfield Trust Co20$5.00K0.00%––
Assetmark, Inc18$5.00K0.00%––
JNBA Financial Advisors19$5.00K0.00%––
Glassman Wealth Services19$5.00K0.00%––
Aspire Private Capital, LLC18$5.00K0.00%––
Evoke Wealth, LLC21$5.00K0.00%––
Earnest Partners LLC23$6.00K0.00%––
Evolution Wealth Advisors, LLC23$6.00K0.00%––
Atlas Private Wealth Management22$6.00K0.00%––
Key Financial Inc24$6.00K0.00%––
Lumature Wealth Partners, LLC24$6.00K0.00%––
Canton Hathaway, LLC26$7.00K0.00%––
Lindbrook Capital, LLC28$7.00K0.00%––
Sierra Capital LLC25$7.00K0.00%––
Halpern Financial, Inc.28$7.30K0.00%––
Jones Financial Companies LLLP30$8.00K0.00%––
CWM, LLC28$8.00K0.00%––
NEXT Financial Group, Inc37$9.00K0.00%––
Versant Capital Management, Inc34$9.00K0.00%––
Pflug Koory, LLC36$9.00K0.00%––
Salem Investment Counselors Inc39$10.0K0.00%––
Carroll Financial Associates, Inc.41$10.0K0.00%––
Legacy Bridge, LLC40$10.0K0.01%––
Crewe Advisors LLC37$10.0K0.00%––
Sonora Investment Management, LLC41$11.0K0.00%––
Prime Capital Investment Advisors, LLC41$11.0K0.00%––
Delta Asset Management LLC50$13.0K0.00%––
Valeo Financial Advisors, LLC59$15.0K0.00%––
Hall Laurie J Trustee60$16.0K0.01%––
HC Financial Advisors Inc66$17.0K0.01%––
Reilly Financial Advisors, LLC64$17.0K0.00%––
Carolinas Wealth Consulting LLC64$17.0K0.00%––
Huntington National Bank69$18.0K0.00%––
Spire Wealth Management70$18.0K0.00%––
Institutional & Family Asset Management, LLC76$20.0K0.00%––
Fieldpoint Private Securities, LLC80$21.0K0.00%––
Quadrant Capital Group LLC85$22.0K0.00%––
Gemmer Asset Management LLC101$26.0K0.00%––
GoalVest Advisory LLC104$27.0K0.02%––
Enterprise Financial Services Corp113$29.0K0.01%––
Concord Wealth Partners112$29.0K0.01%––
AdvisorNet Financial, Inc115$30.0K0.00%––
WealthShield Partners, LLC126$33.0K0.01%––
Resources Management Corp150$39.0K0.01%––
O'Shaughnessy Asset Management, LLC162$42.0K0.00%––
Simplex Trading, LLC170$44.0K0.00%––
FinTrust Capital Advisors, LLC170$44.0K0.01%––
IFP Advisors, Inc178$46.0K0.00%––
American Portfolios Advisors181$47.2K0.00%––
Private Capital Group, LLC184$48.0K0.01%––
Brown Brothers Harriman & Co190$50.0K0.00%––
Van Eck Associates Corp196$51.0K0.00%––
Graves-Light Private Wealth Management, Inc.204$53.0K0.01%––
First Horizon Advisors, Inc.218$56.0K0.00%––
Cedar Wealth Management, LLC230$60.0K0.03%––
Proequities, Inc.235$61.0K0.00%––
Meeder Asset Management Inc258$67.0K0.00%––
Endurance Wealth Management, Inc.269$70.0K0.01%––
Geneos Wealth Management Inc.244$71.0K0.00%––
Rockefeller Capital Management L.P.295$76.0K0.00%––
Central Trust Co300$78.0K0.00%––
First Manhattan Co300$78.0K0.00%––
Ellis Investment Partners, LLC298$78.0K0.02%––
FORA Capital, LLC303$79.0K0.03%––
JJJ Advisors Inc.313$82.0K0.03%––
Parkside Financial Bank & Trust320$83.0K0.03%––
Black Swift Group, LLC346$90.0K0.05%––
HM Payson & Co354$92.0K0.00%––
Harbour Investments, Inc.370$97.0K0.00%––
Signaturefd, LLC376$98.0K0.00%––
KBC Group NV381$99.0K0.00%––
Focused Wealth Management, Inc450$117.0K0.02%––
Panagora Asset Management Inc481$125.0K0.00%––
Bedel Financial Consulting, Inc.500$130.0K0.05%––
First Horizon Corp511$133.0K0.01%––
International Assets Investment Management, LLC580$139.0K0.01%––
Heritage Wealth Advisors643$167.7K0.01%––
FourThought Financial, LLC648$168.0K0.02%––
Ci Investments Inc.698$182.0K0.00%––