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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
Citigroup Inc78,028$20.3M0.02%––
Credit Suisse AG79,492$20.7M0.02%––
Legal & General Group Plc85,044$22.2M0.01%––
Geneva Capital Management LLC87,459$22.8M0.39%––
Parametric Portfolio Associates LLC87,748$22.9M0.01%––
Acadian Asset Management LLC87,831$22.9M0.09%––
Premier Fund Managers Ltd88,400$23.0M0.89%––
Capital Advisors Inc89,304$23.3M0.76%––
Natixis Advisors, L.P.92,612$24.1M0.13%––
New York State Common Retirement Fund93,000$24.3M0.03%––
Eaton Vance Management100,646$26.2M0.04%––
Rhumbline Advisers104,420$27.2M0.04%––
Kames Capital plc110,716$28.9M0.43%––
Principal Financial Group Inc112,991$29.5M0.02%––
AQR Capital Management LLC113,166$29.5M0.05%––
Nuveen Asset Management, LLC118,131$30.8M0.01%––
Motley Fool Wealth Management, LLC123,096$32.1M1.44%––
Handelsbanken Fonder AB130,658$34.1M0.19%––
Washington Trust Co135,044$35.2M1.08%––
Riverbridge Partners LLC137,061$35.7M0.41%––
Nordea Investment Management AB142,201$37.3M0.05%––
First Republic Investment Management, Inc.144,017$37.6M0.12%––
Bank of America Corp162,025$42.2M0.01%––
Howland Capital Management LLC162,235$42.3M2.36%––
Waddell & Reed Financial Inc173,062$45.1M0.09%––
Renaissance Technologies LLC175,500$45.8M0.06%––
Motley Fool Asset Management LLC184,792$48.2M3.48%––
GW&K Investment Management, LLC189,849$49.5M0.46%––
Invesco Ltd.195,382$50.9M0.01%––
Dearborn Partners LLC195,653$51.0M2.17%––
Welch & Forbes LLC200,490$52.3M0.97%––
Raymond James & Associates210,955$55.0M0.06%––
Bahl & Gaynor Inc221,363$57.7M0.37%––
Goldman Sachs Group Inc226,476$59.1M0.02%––
Dimensional Fund Advisors LP232,687$60.7M0.02%––
Anchor Capital Advisors LLC242,020$63.1M1.33%––
Price T Rowe Associates Inc254,941$66.5M0.01%––
Caledonia Investments PLC268,784$70.1M13.57%––
Norges Bank270,794$70.6M0.02%––
Swedbank AB289,000$75.4M0.16%––
First Trust Advisors LP292,361$76.2M0.09%––
Ninety One UK Ltd300,710$78.4M0.22%––
Mitsubishi UFJ Trust & Banking Corp319,626$81.9M0.18%––
Northern Trust Corp341,201$89.0M0.02%––
Gilder Gagnon Howe & Co LLC356,802$93.0M0.50%––
Boston Financial Mangement LLC356,819$93.0M4.09%––
Epoch Investment Partners, Inc.365,826$95.4M0.45%––
Markel Group Inc.SuperinvestorMarkel Group403,500$105.2M1.46%––
Ameriprise Financial Inc405,059$105.6M0.04%––
Wells Fargo & Company409,968$106.9M0.02%––
Geode Capital Management, LLC470,180$122.6M0.02%––
Bank of New York Mellon Corp561,165$146.3M0.03%––
Blair William & Co564,359$147.2M0.56%––
Davenport & Co LLC615,865$160.6M1.51%––
Kayne Anderson Rudnick Investment Management LLC773,193$201.6M0.54%––
Neuberger Berman Group LLC782,493$203.3M0.19%––
State Street Corp782,245$204.0M0.01%––
Wellington Management Group LLP799,860$208.6M0.04%––
FMR LLC939,363$244.9M0.02%––
Charles Schwab Investment Management Inc1,029,298$268.4M0.10%––
Capital World Investors1,034,591$269.8M0.05%––
Baillie Gifford & Co1,994,573$520.1M0.29%––
Vanguard Group Inc3,350,142$873.5M0.02%––
BlackRock Inc.3,689,071$961.9M0.03%––