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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
Agf Investments Inc.744$194.0K0.00%––
Commerce Bank770$201.0K0.00%––
Legacy Wealth Asset Management, LLC793$207.0K0.10%––
Mayflower Financial Advisors, LLC828$216.0K0.03%––
Hilltop Holdings Inc.857$224.0K0.03%––
6 Meridian862$225.0K0.02%––
CIBC World Markets Inc.886$231.0K0.00%––
Kestra Advisory Services, LLC897$234.0K0.00%––
National Asset Management, Inc.899$235.0K0.01%––
San Francisco Sentry Investment Group (Ca)903$235.0K0.10%––
Ellevest, Inc.900$235.0K0.03%––
Dynamic Technology Lab Private Ltd936$244.0K0.03%––
K.J. Harrison & Partners Inc953$248.0K0.04%––
Fifth Third Bancorp963$251.0K0.00%––
Paloma Partners Management Co973$253.0K0.01%––
Slow Capital, Inc.980$256.0K0.06%––
Vestcor Inc995$259.0K0.01%––
Fulcrum Equity Management1,028$268.0K0.11%––
First Bank & Trust1,032$269.0K0.14%––
Seven Eight Capital, LP1,200$272.0K0.06%––
GW Henssler & Associates Ltd1,052$274.0K0.02%––
Vident Investment Advisory, LLC1,078$281.0K0.01%––
IBM Retirement Fund1,125$293.0K0.02%––
Macquarie Group Ltd1,175$306.0K0.00%––
Prelude Capital Management, LLC1,211$316.0K0.02%––
Ethic Inc.1,223$319.0K0.06%––
Mid Atlantic Financial Management Inc1,232$321.0K0.02%––
J. W. Coons Advisors, LLC1,223$322.0K0.12%––
M&T Bank Corp1,249$325.0K0.00%––
Cigna Investments Inc1,273$332.0K0.02%––
Symmetry Partners, LLC1,273$332.0K0.02%––
Bellevue Group AG1,300$339.0K0.00%––
First Citizens Bank & Trust Co1,327$346.0K0.02%––
Longfellow Investment Management Co LLC1,325$346.0K0.04%––
LS Investment Advisors, LLC1,345$351.0K0.02%––
Bayesian Capital Management, LP1,365$356.0K0.08%––
Lombard Odier Asset Management (USA) Corp1,371$357.0K0.05%––
Baker Tilly Wealth Management, LLC1,403$366.0K0.07%––
Vestmark Advisory Solutions, Inc.1,435$374.0K0.03%––
CIBC Asset Management Inc1,438$375.0K0.00%––
ExodusPoint Capital Management, LP1,438$375.0K0.01%––
Occudo Quantitative Strategies LP1,450$378.0K0.08%––
BCJ Capital Management, LLC1,467$383.0K0.05%––
Krane Funds Advisors LLC1,495$390.0K0.01%––
Covenant Multifamily Offices, LLC1,529$399.0K0.08%––
Advisor Partners LLC1,543$402.0K0.03%––
Engineers Gate Manager LP1,600$417.0K0.02%––
Stephens Inc1,601$418.0K0.01%––
Quantbot Technologies LP1,605$418.0K0.04%––
MML Investors Services, LLC1,608$419.0K0.00%––
Penserra Capital Management LLC1,674$436.0K0.01%––
Regency Capital Management Inc.1,687$440.0K0.46%––
Donaldson Capital Management, LLC1,703$444.0K0.02%––
Parallel Advisors, LLC1,706$445.0K0.02%––
World Asset Management Inc1,524$446.0K0.04%––
Raymond James Trust N.A.1,755$458.0K0.02%––
Webster Bank, N. A.1,771$462.0K0.05%––
Balasa Dinverno & Foltz LLC1,771$462.0K0.04%––
Park National Corp1,789$466.0K0.02%––
Moody Lynn & Lieberson, LLC1,799$469.0K0.04%––
Trexquant Investment LP1,801$470.0K0.04%––
Shelton Capital Management1,853$483.0K0.02%––
First Hawaiian Bank1,865$487.0K0.02%––
Exchange Traded Concepts, LLC1,871$488.0K0.02%––
Wealth Alliance1,969$513.0K0.14%––
Groesbeck Investment Management Corp1,980$516.0K0.74%––
DekaBank Deutsche Girozentrale2,000$517.0K0.00%––
Profund Advisors LLC1,990$519.0K0.02%––
B. Metzler seel. Sohn & Co. Holding AG2,000$521.0K0.01%––
Steward Partners Investment Advisory, LLC2,027$528.5K0.01%––
Change Path, LLC2,028$529.0K0.04%––
Icon Wealth Partners, LLC2,037$531.0K0.07%––
Quantitative Investment Management, LLC2,087$544.0K0.05%––
Silvercrest Asset Management Group LLC2,100$548.0K0.00%––
AlphaStar Capital Management, LLC2,141$558.0K0.09%––
Mackenzie Financial Corp2,154$562.0K0.00%––
Tobam2,162$564.0K0.02%––
Creative Planning2,172$566.0K0.00%––
Ensemble Capital Management, LLC2,235$583.0K0.06%––
HRT Financial LP2,257$588.0K0.01%––
FDx Advisors, Inc.2,300$600.0K0.02%––
HSBC Holdings PLC2,340$615.0K0.00%––
Connor, Clark & Lunn Investment Management Ltd.2,393$624.0K0.00%––
Gotham Asset Management, LLC2,420$631.0K0.03%––
Janus Henderson Group PLC2,472$645.0K0.00%––
AMP Capital Investors Ltd2,482$647.0K0.00%––
Capital Investment Advisory Services, LLC2,485$648.0K0.09%––
Maryland State Retirement & Pension System2,490$649.0K0.02%––
Pictet Asset Management Ltd2,500$652.0K0.00%––
Charter Oak Capital Management, LLC2,500$652.0K0.09%––
TrinityPoint Wealth, LLC2,555$666.0K0.16%––
Canada Pension Plan Investment Board2,629$686.0K0.00%––
Northwestern Mutual Wealth Management Co2,646$689.0K0.00%––
ProShare Advisors LLC2,671$696.0K0.00%––
Shell Asset Management Co2,701$704.0K0.01%––
AGF Investments LLC2,741$715.0K0.09%––
Cox Capital Mgt LLC2,755$718.0K0.50%––
Compass Ion Advisors, LLC2,759$719.0K0.30%––
WCM Investment Management, LLC2,760$720.0K0.00%––
Cetera Advisors LLC2,825$737.0K0.02%––