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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
Schwartz Investment Counsel Inc34,000$8.87M0.38%––
Russell Investments Group, Ltd.33,208$8.65M0.02%––
Covington Investment Advisors Inc.30,647$7.99M1.93%––
Stifel Financial Corp30,054$7.84M0.01%––
Mutual of America Capital Management LLC29,631$7.73M0.08%––
Buckhead Capital Management LLC29,000$7.56M1.76%––
Ensign Peak Advisors, Inc28,660$7.47M0.02%––
Bath Savings Trust Co27,849$7.26M0.93%––
Advisors Asset Management, Inc.27,575$7.19M0.11%––
Cubist Systematic Strategies, LLC26,250$6.84M0.09%––
TD Asset Management Inc26,109$6.81M0.01%––
Quantum Capital Management, LLC25,997$6.78M0.90%––
Texas Permanent School Fund24,556$6.40M0.08%––
Wendell David Associates Inc23,620$6.16M0.74%––
Marshall Wace, LLP23,433$6.11M0.03%––
DF Dent & Co Inc22,154$5.78M0.07%––
Holocene Advisors, LP21,672$5.65M0.04%––
Comerica Bank18,787$5.49M0.03%––
Public Employees Retirement System of Ohio20,461$5.33M0.02%––
UBS Group AG20,189$5.26M0.00%––
Marshall Wace North America L.P.19,788$5.16M0.02%––
D. E. Shaw & Co., Inc.19,017$4.96M0.01%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP18,997$4.95M0.05%––
Citadel Advisors LLC18,517$4.83M0.01%––
Redmond Asset Management, LLC18,401$4.80M1.49%––
Jupiter Asset Management Ltd17,249$4.50M0.04%––
Treasurer of the State of North Carolina17,235$4.49M0.03%––
MetLife Investment Management16,978$4.43M0.04%––
Stratos Wealth Partners, LTD.16,883$4.40M0.12%––
Nisa Investment Advisors, LLC16,350$4.26M0.03%––
Oppenheimer Asset Management Inc.16,347$4.26M0.07%––
Arcadia Investment Management Corp16,275$4.24M0.85%––
Barclays PLC15,996$4.17M0.00%––
Frontier Wealth Management LLC15,758$4.11M0.32%––
TownSquare Capital, LLC15,694$4.09M0.16%––
FineMark National Bank & Trust15,596$4.07M0.17%––
Intrinsic Edge Capital Management LLC15,486$4.04M0.28%––
Ipswich Investment Management Co., Inc.14,934$3.89M1.10%––
SEI Investments Co15,683$3.89M0.01%––
Old National Bancorp14,899$3.88M0.15%––
Millennium Management LLC14,872$3.88M0.01%––
Raymond James Financial Services Advisors, Inc.14,567$3.80M0.01%––
Great West Life Assurance Co13,934$3.63M0.01%––
Vision Capital Management, Inc.13,776$3.59M0.64%––
Naples Global Advisors, LLC13,420$3.50M0.53%––
HighTower Advisors, LLC13,308$3.47M0.01%––
Tocqueville Asset Management L.P.13,210$3.44M0.05%––
Susquehanna Fundamental Investments, LLC13,000$3.39M0.06%––
Middleton & Co Inc12,880$3.36M0.38%––
SG Americas Securities, LLC12,156$3.17M0.02%––
State of Michigan Retirement System12,141$3.17M0.02%––
Freedom Day Solutions, LLC11,945$3.12M1.66%––
Hamilton Point Investment Advisors, LLC11,912$3.11M0.90%––
Rafferty Asset Management, LLC11,784$3.07M0.02%––
AIA Group Ltd11,630$3.03M0.44%––
Captrust Financial Advisors11,497$3.00M0.03%––
Navellier & Associates Inc11,366$2.96M0.53%––
Hunter Associates Investment Management LLC11,285$2.94M0.68%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys10,965$2.86M0.04%––
Oregon Public Employees Retirement Fund10,909$2.85M0.03%––
Schroder Investment Management Group10,870$2.83M0.00%––
Crawford Investment Counsel Inc10,789$2.81M0.06%––
APG Asset Management N.V.12,563$2.79M0.00%––
Voya Investment Management LLC10,640$2.77M0.01%––
State of Tennessee, Treasury Department10,255$2.67M0.01%––
Commonwealth Equity Services, LLC10,172$2.65M0.01%––
US Bancorp9,823$2.56M0.01%––
Arizona State Retirement System9,562$2.49M0.02%––
O'Shares Investment Advisers, LLC9,490$2.48M0.18%––
Ameritas Investment Partners, Inc.9,071$2.37M0.09%––
Wilkinson Global Asset Management LLC8,840$2.31M0.15%––
Louisiana State Employees Retirement System8,500$2.22M0.06%––
Northstar Investment Advisors LLC8,239$2.15M0.31%––
Princeton Global Asset Management LLC8,229$2.15M0.69%––
BBVA USA Bancshares, Inc.8,210$2.14M0.10%––
Qube Research & Technologies Ltd8,181$2.13M0.04%––
BNP Paribas Arbitrage, SA8,142$2.12M0.00%––
Centaurus Financial, Inc.8,045$2.10M0.21%––
Bokf, NA7,403$1.93M0.04%––
Capital Insight Partners, LLC7,374$1.92M0.47%––
Lee Financial Co7,326$1.91M0.45%––
Intercontinental Wealth Advisors, LLC7,206$1.88M0.41%––
Benjamin Edwards Inc7,068$1.84M1.40%––
Fiduciary Trust Co7,036$1.83M0.04%––
STRS Ohio6,887$1.79M0.01%––
Hennion & Walsh Asset Management, Inc.6,832$1.78M0.11%––
Athanor Capital, LP6,799$1.77M0.07%––
Advisors Capital Management, LLC6,792$1.77M0.06%––
Deutsche Bank AG6,724$1.75M0.00%––
King Luther Capital Management Corp6,699$1.75M0.01%––
Prudential Financial Inc6,689$1.74M0.00%––
Janney Montgomery Scott LLC6,686$1.74M0.01%––
Ontario Teachers Pension Plan Board6,627$1.73M0.02%––
Fort, L.P.6,568$1.71M0.48%––
Massachusetts Financial Services Co6,460$1.68M0.00%––
Federated Hermes, Inc.6,446$1.68M0.00%––
Squarepoint Ops LLC6,398$1.67M0.02%––
Robeco Institutional Asset Management B.V.6,349$1.66M0.00%––
Aptus Capital Advisors, LLC6,280$1.64M0.09%––
Metropolitan Life Insurance Co6,211$1.62M0.02%––