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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
Oak Ridge Investments LLC2,869$748.0K0.07%––
Crossmark Global Holdings, Inc.2,894$755.0K0.02%––
Guggenheim Capital LLC2,933$765.0K0.01%––
TD Private Client Wealth LLC2,957$771.1K0.04%––
Whittier Trust Co3,000$782.0K0.02%––
Securian Asset Management, Inc3,083$804.0K0.02%––
CWM Advisors, LLC3,135$817.0K0.13%––
Caxton Associates LP3,141$819.0K0.08%––
Cambridge Investment Research Advisors, Inc.3,178$829.0K0.00%––
Umb Bank N A3,201$835.0K0.02%––
Voya Financial Advisors, Inc.3,220$838.0K0.03%––
Man Group plc3,342$871.0K0.00%––
Susquehanna International Group, LLP3,420$892.0K0.00%––
Xponance, Inc.3,472$905.0K0.02%––
RFG Advisory, LLC3,478$907.0K0.10%––
Zurich Insurance Group Ltd3,500$913.0K0.01%––
Pacer Advisors, Inc.3,503$913.0K0.02%––
CIBC World Markets Corp3,529$920.0K0.01%––
American Century Companies Inc3,558$928.0K0.00%––
Virginia Retirement Systems Et Al3,600$939.0K0.01%––
Teacher Retirement System of Texas3,663$955.0K0.01%––
Jump Financial, LLC3,700$965.0K0.09%––
Capital Analysts, LLC3,720$970.0K0.07%––
Advisor Group Holdings, Inc.3,766$983.0K0.00%––
Segall Bryant & Hamill, LLC3,792$988.0K0.01%––
Johnson Investment Counsel Inc3,873$1.01M0.02%––
Jefferies Group LLC3,970$1.04M0.02%––
Amalgamated Bank4,069$1.06M0.04%––
Sit Investment Associates Inc4,105$1.07M0.03%––
Public Employees Retirement Association of Colorado4,143$1.08M0.01%––
Eqis Capital Management, Inc.4,268$1.11M0.09%––
Voloridge Investment Management, LLC4,362$1.14M0.01%––
Alpha Omega Wealth Management LLC4,379$1.14M0.20%––
Regions Financial Corp4,391$1.15M0.01%––
Lazard Asset Management LLC4,442$1.16M0.00%––
Tower Research Capital LLC (TRC)4,470$1.17M0.02%––
GWM Advisors LLC4,518$1.18M0.04%––
Jane Street Group, LLC4,665$1.22M0.00%––
Aviva PLC4,673$1.22M0.01%––
Coldstream Capital Management Inc4,751$1.24M0.07%––
Point72 Hong Kong Ltd4,829$1.26M0.10%––
Two Sigma Investments, LP4,923$1.28M0.00%––
Cumberland Partners Ltd4,950$1.29M0.11%––
Bank of Montreal4,760$1.29M0.00%––
Atria Investments LLC4,957$1.29M0.03%––
The PNC Financial Services Group, Inc.4,997$1.30M0.00%––
Barbara Oil Co.5,000$1.30M0.63%––
State of Alaska, Department of Revenue5,150$1.34M0.01%––
QS Investors, LLC5,230$1.36M0.02%––
Cutter & CO Brokerage, Inc.5,320$1.39M0.34%––
Sowell Financial Services LLC4,728$1.39M0.05%––
Illinois Municipal Retirement Fund5,376$1.40M0.06%––
Taylor Frigon Capital Management LLC5,384$1.40M0.43%––
Northwestern Mutual Investment Management Company, LLC5,483$1.43M0.02%––
Alphasimplex Group, LLC5,556$1.45M0.61%––
Ninety One SA (PTY) Ltd5,577$1.46M0.56%––
LPL Financial LLC5,709$1.49M0.00%––
New Mexico Educational Retirement Board5,800$1.51M0.06%––
AlphaCrest Capital Management LLC5,877$1.53M0.09%––
Unigestion Holding SA5,972$1.56M0.06%––
Benjamin F. Edwards & Company, Inc.6,007$1.57M0.08%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC6,051$1.58M0.17%––
Winton Group Ltd6,182$1.61M0.09%––
Utah Retirement Systems6,210$1.62M0.02%––
Metropolitan Life Insurance Co6,211$1.62M0.02%––
Aptus Capital Advisors, LLC6,280$1.64M0.09%––
Robeco Institutional Asset Management B.V.6,349$1.66M0.00%––
Squarepoint Ops LLC6,398$1.67M0.02%––
Federated Hermes, Inc.6,446$1.68M0.00%––
Massachusetts Financial Services Co6,460$1.68M0.00%––
Fort, L.P.6,568$1.71M0.48%––
Ontario Teachers Pension Plan Board6,627$1.73M0.02%––
Prudential Financial Inc6,689$1.74M0.00%––
Janney Montgomery Scott LLC6,686$1.74M0.01%––
King Luther Capital Management Corp6,699$1.75M0.01%––
Deutsche Bank AG6,724$1.75M0.00%––
Advisors Capital Management, LLC6,792$1.77M0.06%––
Athanor Capital, LP6,799$1.77M0.07%––
Hennion & Walsh Asset Management, Inc.6,832$1.78M0.11%––
STRS Ohio6,887$1.79M0.01%––
Fiduciary Trust Co7,036$1.83M0.04%––
Benjamin Edwards Inc7,068$1.84M1.40%––
Intercontinental Wealth Advisors, LLC7,206$1.88M0.41%––
Lee Financial Co7,326$1.91M0.45%––
Capital Insight Partners, LLC7,374$1.92M0.47%––
Bokf, NA7,403$1.93M0.04%––
Centaurus Financial, Inc.8,045$2.10M0.21%––
BNP Paribas Arbitrage, SA8,142$2.12M0.00%––
Qube Research & Technologies Ltd8,181$2.13M0.04%––
BBVA USA Bancshares, Inc.8,210$2.14M0.10%––
Princeton Global Asset Management LLC8,229$2.15M0.69%––
Northstar Investment Advisors LLC8,239$2.15M0.31%––
Louisiana State Employees Retirement System8,500$2.22M0.06%––
Wilkinson Global Asset Management LLC8,840$2.31M0.15%––
Ameritas Investment Partners, Inc.9,071$2.37M0.09%––
O'Shares Investment Advisers, LLC9,490$2.48M0.18%––
Arizona State Retirement System9,562$2.49M0.02%––
US Bancorp9,823$2.56M0.01%––
Commonwealth Equity Services, LLC10,172$2.65M0.01%––
State of Tennessee, Treasury Department10,255$2.67M0.01%––