Skip to main content

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
Voya Investment Management LLC10,640$2.77M0.01%––
APG Asset Management N.V.12,563$2.79M0.00%––
Crawford Investment Counsel Inc10,789$2.81M0.06%––
Schroder Investment Management Group10,870$2.83M0.00%––
Oregon Public Employees Retirement Fund10,909$2.85M0.03%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys10,965$2.86M0.04%––
Hunter Associates Investment Management LLC11,285$2.94M0.68%––
Navellier & Associates Inc11,366$2.96M0.53%––
Captrust Financial Advisors11,497$3.00M0.03%––
AIA Group Ltd11,630$3.03M0.44%––
Rafferty Asset Management, LLC11,784$3.07M0.02%––
Hamilton Point Investment Advisors, LLC11,912$3.11M0.90%––
Freedom Day Solutions, LLC11,945$3.12M1.66%––
State of Michigan Retirement System12,141$3.17M0.02%––
SG Americas Securities, LLC12,156$3.17M0.02%––
Middleton & Co Inc12,880$3.36M0.38%––
Susquehanna Fundamental Investments, LLC13,000$3.39M0.06%––
Tocqueville Asset Management L.P.13,210$3.44M0.05%––
HighTower Advisors, LLC13,308$3.47M0.01%––
Naples Global Advisors, LLC13,420$3.50M0.53%––
Vision Capital Management, Inc.13,776$3.59M0.64%––
Great West Life Assurance Co13,934$3.63M0.01%––
Raymond James Financial Services Advisors, Inc.14,567$3.80M0.01%––
Millennium Management LLC14,872$3.88M0.01%––
Old National Bancorp14,899$3.88M0.15%––
SEI Investments Co15,683$3.89M0.01%––
Ipswich Investment Management Co., Inc.14,934$3.89M1.10%––
Intrinsic Edge Capital Management LLC15,486$4.04M0.28%––
FineMark National Bank & Trust15,596$4.07M0.17%––
TownSquare Capital, LLC15,694$4.09M0.16%––
Frontier Wealth Management LLC15,758$4.11M0.32%––
Barclays PLC15,996$4.17M0.00%––
Arcadia Investment Management Corp16,275$4.24M0.85%––
Oppenheimer Asset Management Inc.16,347$4.26M0.07%––
Nisa Investment Advisors, LLC16,350$4.26M0.03%––
Stratos Wealth Partners, LTD.16,883$4.40M0.12%––
MetLife Investment Management16,978$4.43M0.04%––
Treasurer of the State of North Carolina17,235$4.49M0.03%––
Jupiter Asset Management Ltd17,249$4.50M0.04%––
Redmond Asset Management, LLC18,401$4.80M1.49%––
Citadel Advisors LLC18,517$4.83M0.01%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP18,997$4.95M0.05%––
D. E. Shaw & Co., Inc.19,017$4.96M0.01%––
Marshall Wace North America L.P.19,788$5.16M0.02%––
UBS Group AG20,189$5.26M0.00%––
Public Employees Retirement System of Ohio20,461$5.33M0.02%––
Comerica Bank18,787$5.49M0.03%––
Holocene Advisors, LP21,672$5.65M0.04%––
DF Dent & Co Inc22,154$5.78M0.07%––
Marshall Wace, LLP23,433$6.11M0.03%––
Wendell David Associates Inc23,620$6.16M0.74%––
Texas Permanent School Fund24,556$6.40M0.08%––
Quantum Capital Management, LLC25,997$6.78M0.90%––
TD Asset Management Inc26,109$6.81M0.01%––
Cubist Systematic Strategies, LLC26,250$6.84M0.09%––
Advisors Asset Management, Inc.27,575$7.19M0.11%––
Bath Savings Trust Co27,849$7.26M0.93%––
Ensign Peak Advisors, Inc28,660$7.47M0.02%––
Buckhead Capital Management LLC29,000$7.56M1.76%––
Mutual of America Capital Management LLC29,631$7.73M0.08%––
Stifel Financial Corp30,054$7.84M0.01%––
Covington Investment Advisors Inc.30,647$7.99M1.93%––
Russell Investments Group, Ltd.33,208$8.65M0.02%––
Schwartz Investment Counsel Inc34,000$8.87M0.38%––
State of Wisconsin Investment Board34,982$9.12M0.02%––
Manufacturers Life Insurance Company, The36,934$9.63M0.01%––
2Xideas AG37,834$9.87M1.09%––
Handelsinvest Investeringsforvaltning38,000$9.91M1.21%––
LaFleur & Godfrey LLC38,299$9.99M1.94%––
Los Angeles Capital Management LLC40,273$10.5M0.05%––
RMB Capital Management, LLC40,321$10.5M0.39%––
Southernsun Asset Management, LLC40,525$10.6M1.10%––
New York State Teachers Retirement System40,567$10.6M0.02%––
Pembroke Management, LTD40,816$10.6M0.89%––
State Board of Administration of Florida Retirement System41,460$10.8M0.02%––
Retirement Systems of Alabama42,901$11.2M0.04%––
Truist Financial Corp43,068$11.2M0.02%––
Grace & White Inc43,125$11.2M2.15%––
Cambridge Trust Co43,564$11.4M0.46%––
Cynosure Management, LLC46,459$12.1M9.50%––
Royce & Associates LP48,696$12.7M0.09%––
Alliancebernstein L.P.53,398$13.9M0.01%––
Bank of Nova Scotia54,232$14.1M0.03%––
JPMorgan Chase & Co54,657$14.3M0.00%––
Teachers Retirement System of the State of Kentucky55,267$14.4M0.14%––
Thrivent Financial for Lutherans57,056$14.9M0.03%––
Stock Yards Bank & Trust Co57,372$15.0M1.01%––
California State Teachers Retirement System58,942$15.4M0.02%––
Royal Bank of Canada59,522$15.5M0.00%––
American International Group, Inc.59,563$15.5M0.06%––
UBS Asset Management Americas Inc60,533$15.8M0.01%––
Envestnet Asset Management Inc63,704$16.6M0.01%––
Bridgeway Capital Management, LLC64,750$16.9M0.32%––
Victory Capital Management Inc65,223$17.0M0.02%––
Conestoga Capital Advisors, LLC67,845$17.7M0.27%––
Morgan Stanley69,612$18.2M0.00%––
Baird Financial Group, Inc.72,206$18.8M0.05%––
Swiss National Bank75,044$19.6M0.01%––
Franklin Resources Inc76,318$19.9M0.01%––
California Public Employees Retirement System76,997$20.1M0.02%––