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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
Utah Retirement Systems6,210$1.62M0.02%––
Winton Group Ltd6,182$1.61M0.09%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC6,051$1.58M0.17%––
Benjamin F. Edwards & Company, Inc.6,007$1.57M0.08%––
Unigestion Holding SA5,972$1.56M0.06%––
AlphaCrest Capital Management LLC5,877$1.53M0.09%––
New Mexico Educational Retirement Board5,800$1.51M0.06%––
LPL Financial LLC5,709$1.49M0.00%––
Ninety One SA (PTY) Ltd5,577$1.46M0.56%––
Alphasimplex Group, LLC5,556$1.45M0.61%––
Northwestern Mutual Investment Management Company, LLC5,483$1.43M0.02%––
Taylor Frigon Capital Management LLC5,384$1.40M0.43%––
Illinois Municipal Retirement Fund5,376$1.40M0.06%––
Sowell Financial Services LLC4,728$1.39M0.05%––
Cutter & CO Brokerage, Inc.5,320$1.39M0.34%––
QS Investors, LLC5,230$1.36M0.02%––
State of Alaska, Department of Revenue5,150$1.34M0.01%––
Barbara Oil Co.5,000$1.30M0.63%––
The PNC Financial Services Group, Inc.4,997$1.30M0.00%––
Bank of Montreal4,760$1.29M0.00%––
Atria Investments LLC4,957$1.29M0.03%––
Cumberland Partners Ltd4,950$1.29M0.11%––
Two Sigma Investments, LP4,923$1.28M0.00%––
Point72 Hong Kong Ltd4,829$1.26M0.10%––
Coldstream Capital Management Inc4,751$1.24M0.07%––
Aviva PLC4,673$1.22M0.01%––
Jane Street Group, LLC4,665$1.22M0.00%––
GWM Advisors LLC4,518$1.18M0.04%––
Tower Research Capital LLC (TRC)4,470$1.17M0.02%––
Lazard Asset Management LLC4,442$1.16M0.00%––
Regions Financial Corp4,391$1.15M0.01%––
Alpha Omega Wealth Management LLC4,379$1.14M0.20%––
Voloridge Investment Management, LLC4,362$1.14M0.01%––
Eqis Capital Management, Inc.4,268$1.11M0.09%––
Public Employees Retirement Association of Colorado4,143$1.08M0.01%––
Sit Investment Associates Inc4,105$1.07M0.03%––
Amalgamated Bank4,069$1.06M0.04%––
Jefferies Group LLC3,970$1.04M0.02%––
Johnson Investment Counsel Inc3,873$1.01M0.02%––
Segall Bryant & Hamill, LLC3,792$988.0K0.01%––
Advisor Group Holdings, Inc.3,766$983.0K0.00%––
Capital Analysts, LLC3,720$970.0K0.07%––
Jump Financial, LLC3,700$965.0K0.09%––
Teacher Retirement System of Texas3,663$955.0K0.01%––
Virginia Retirement Systems Et Al3,600$939.0K0.01%––
American Century Companies Inc3,558$928.0K0.00%––
CIBC World Markets Corp3,529$920.0K0.01%––
Zurich Insurance Group Ltd3,500$913.0K0.01%––
Pacer Advisors, Inc.3,503$913.0K0.02%––
RFG Advisory, LLC3,478$907.0K0.10%––
Xponance, Inc.3,472$905.0K0.02%––
Susquehanna International Group, LLP3,420$892.0K0.00%––
Man Group plc3,342$871.0K0.00%––
Voya Financial Advisors, Inc.3,220$838.0K0.03%––
Umb Bank N A3,201$835.0K0.02%––
Cambridge Investment Research Advisors, Inc.3,178$829.0K0.00%––
Caxton Associates LP3,141$819.0K0.08%––
CWM Advisors, LLC3,135$817.0K0.13%––
Securian Asset Management, Inc3,083$804.0K0.02%––
Whittier Trust Co3,000$782.0K0.02%––
TD Private Client Wealth LLC2,957$771.1K0.04%––
Guggenheim Capital LLC2,933$765.0K0.01%––
Crossmark Global Holdings, Inc.2,894$755.0K0.02%––
Oak Ridge Investments LLC2,869$748.0K0.07%––
Cetera Advisors LLC2,825$737.0K0.02%––
WCM Investment Management, LLC2,760$720.0K0.00%––
Compass Ion Advisors, LLC2,759$719.0K0.30%––
Cox Capital Mgt LLC2,755$718.0K0.50%––
AGF Investments LLC2,741$715.0K0.09%––
Shell Asset Management Co2,701$704.0K0.01%––
ProShare Advisors LLC2,671$696.0K0.00%––
Northwestern Mutual Wealth Management Co2,646$689.0K0.00%––
Canada Pension Plan Investment Board2,629$686.0K0.00%––
TrinityPoint Wealth, LLC2,555$666.0K0.16%––
Pictet Asset Management Ltd2,500$652.0K0.00%––
Charter Oak Capital Management, LLC2,500$652.0K0.09%––
Maryland State Retirement & Pension System2,490$649.0K0.02%––
Capital Investment Advisory Services, LLC2,485$648.0K0.09%––
AMP Capital Investors Ltd2,482$647.0K0.00%––
Janus Henderson Group PLC2,472$645.0K0.00%––
Gotham Asset Management, LLC2,420$631.0K0.03%––
Connor, Clark & Lunn Investment Management Ltd.2,393$624.0K0.00%––
HSBC Holdings PLC2,340$615.0K0.00%––
FDx Advisors, Inc.2,300$600.0K0.02%––
HRT Financial LP2,257$588.0K0.01%––
Ensemble Capital Management, LLC2,235$583.0K0.06%––
Creative Planning2,172$566.0K0.00%––
Tobam2,162$564.0K0.02%––
Mackenzie Financial Corp2,154$562.0K0.00%––
AlphaStar Capital Management, LLC2,141$558.0K0.09%––
Silvercrest Asset Management Group LLC2,100$548.0K0.00%––
Quantitative Investment Management, LLC2,087$544.0K0.05%––
Icon Wealth Partners, LLC2,037$531.0K0.07%––
Change Path, LLC2,028$529.0K0.04%––
Steward Partners Investment Advisory, LLC2,027$528.5K0.01%––
B. Metzler seel. Sohn & Co. Holding AG2,000$521.0K0.01%––
Profund Advisors LLC1,990$519.0K0.02%––
DekaBank Deutsche Girozentrale2,000$517.0K0.00%––
Groesbeck Investment Management Corp1,980$516.0K0.74%––
Wealth Alliance1,969$513.0K0.14%––