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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

Q2 2021 vs. Q1 2021

How the institutions holding Watsco Inc changed between Q1 2021 and Q2 2021.

All holders in Q2 2021All holders in Q1 2021

13F holders of WSO: Q1 2021 compared with Q2 2021
MeasureQ1 2021Of which not filed for Q2 2021Q2 2021Change
Holders4643475+14
Shares30.9M188.7K30.7M−30.9K (−0.1%)
Value$8.06B$49.2M$8.80B+$785.1M (+9.8%)

3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (62)

Institutions that held Watsco Inc at the end of Q2 2021 but not at the end of Q1 2021.

Institutions new to WSO in Q2 2021
InstitutionSharesValue% of portfolio
Sandler Capital Management57,871$16.6M1.46%
Balyasny Asset Management LLC24,414$7.00M0.04%
Brinker Capital Investments, LLC22,582$6.47M0.09%
State of New Jersey Common Pension Fund D19,021$5.45M0.02%
Healthcare of Ontario Pension Plan Trust Fund18,000$5.16M0.01%
Nomura Holdings Inc16,700$4.79M0.04%
BBVA USA7,895$2.26M0.13%
AdvisorShares Investments LLC6,904$1.98M0.27%
Quadrature Capital Ltd5,910$1.69M0.06%
Arabesque Asset Management Ltd5,488$1.57M0.67%
Algert Global LLC4,979$1.43M0.48%
Schonfeld Strategic Advisors LLC4,184$1.20M0.01%
Centric Wealth Management3,226$925.0K0.32%
Mercer Global Advisors Inc3,192$915.0K0.01%
Chicago Trust Co NA2,542$729.0K0.17%
Tudor Investment Corp Et Al2,379$682.0K0.01%
Tuttle Tactical Management2,177$624.0K0.28%
Cetera Investment Advisers1,898$544.0K0.01%
Cresset Asset Management, LLC1,881$540.0K0.01%
Regentatlantic Capital LLC1,800$516.0K0.02%
Magnetar Financial LLC1,533$439.0K0.00%
Two Sigma Advisers, LP1,500$430.0K0.00%
Verition Fund Management LLC1,437$412.0K0.01%
Moneta Group Investment Advisors LLC1,402$402.0K0.02%
JustInvest LLC1,359$390.0K0.04%
Appleton Partners Inc1,273$365.0K0.03%
Royal London Asset Management Ltd1,231$353.0K0.00%
Empowered Funds, LLC1,088$312.0K0.04%
Avestar Capital, LLC1,028$295.0K0.06%
Crescent Grove Advisors, LLC948$272.0K0.03%
Wakefield Asset Management LLLP887$254.0K0.10%
Dark Forest Capital Management LP851$244.0K0.11%
United Capital Financial Advisers, LLC822$236.0K0.00%
Flagship Harbor Advisors, LLC796$228.0K0.02%
Mirae Asset Global Investments Co., Ltd.785$225.0K0.00%
JTC Employer Solutions Trusteee Ltd780$224.0K0.03%
Wealthfront Advisers LLC741$212.0K0.00%
Parsons Capital Management Inc732$210.0K0.02%
Taylor Hoffman Wealth Management729$209.0K0.09%
PNC Managed Account Solutions, Inc.557$160.0K0.03%
Belpointe Asset Management LLC514$147.0K0.01%
American Research & Management Co.400$115.0K0.03%
Advisory Services Network, LLC355$102.0K0.00%
Rosenberg Matthew Hamilton139$40.0K0.02%
Covington Capital Management100$29.0K0.00%
Sageworth Trust Co90$26.0K0.00%
FFT Wealth Management LLC71$20.0K0.00%
West Branch Capital LLC63$18.0K0.01%
Strategic Blueprint, LLC49$14.0K0.00%
Sandy Spring Bank23$7.00K0.00%
Financial Management Professionals, Inc.15$4.00K0.00%
SRS Capital Advisors, Inc.10$3.00K0.00%
Clearstead Advisors, LLC8$2.00K0.00%
Ancora Advisors, LLC6$2.00K0.00%
Gradient Investments LLC6$2.00K0.00%
Caldwell Trust Co5$1.43K0.00%
Allworth Financial LP5$1.00K0.00%
Ford Financial Group, LLC5$1.00K0.00%
PEAK6 Investments LLC4$1.00K0.00%
CVA Family Office, LLC4$1.00K0.00%
Red Door Wealth Management, LLC2$00.00%
Eagle Bay Advisors LLC1––

Sold out (48)

Institutions that held Watsco Inc at the end of Q1 2021 and filed for Q2 2021 without it.

Institutions that sold out of WSO in Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Bridgeway Capital Management, LLC64,750$16.9M
Marshall Wace, LLP23,433$6.11M
Marshall Wace North America L.P.19,788$5.16M
Capital Insight Partners, LLC7,374$1.92M
STRS Ohio6,887$1.79M
Athanor Capital, LP6,799$1.77M
Sowell Financial Services LLC4,728$1.39M
QS Investors, LLC5,230$1.36M
Two Sigma Investments, LP4,923$1.28M
Aviva PLC4,673$1.22M
Sit Investment Associates Inc4,105$1.07M
Jefferies Group LLC3,970$1.04M
CIBC World Markets Corp3,529$920.0K
Zurich Insurance Group Ltd3,500$913.0K
Man Group plc3,342$871.0K
Caxton Associates LP3,141$819.0K
Whittier Trust Co3,000$782.0K
Connor, Clark & Lunn Investment Management Ltd.2,393$624.0K
HRT Financial LP2,257$588.0K
Trexquant Investment LP1,801$470.0K
Engineers Gate Manager LP1,600$417.0K
Lombard Odier Asset Management (USA) Corp1,371$357.0K
Bayesian Capital Management, LP1,365$356.0K
LS Investment Advisors, LLC1,345$351.0K
Prelude Capital Management, LLC1,211$316.0K
GW Henssler & Associates Ltd1,052$274.0K
Seven Eight Capital, LP1,200$272.0K
Dynamic Technology Lab Private Ltd936$244.0K
Legacy Wealth Asset Management, LLC793$207.0K
International Assets Investment Management, LLC580$139.0K
Focused Wealth Management, Inc450$117.0K
Black Swift Group, LLC346$90.0K
FinTrust Capital Advisors, LLC170$44.0K
Reilly Financial Advisors, LLC64$17.0K
Valeo Financial Advisors, LLC59$15.0K
Prime Capital Investment Advisors, LLC41$11.0K
Salem Investment Counselors Inc39$10.0K
Pflug Koory, LLC36$9.00K
Canton Hathaway, LLC26$7.00K
Evolution Wealth Advisors, LLC23$6.00K
Atlas Private Wealth Management22$6.00K
Thompson Siegel & Walmsley LLC21$5.00K
Assetmark, Inc18$5.00K
Evoke Wealth, LLC21$5.00K
Meridian Wealth Partners, LLC14$4.00K
Hanson & Doremus Investment Management8$2.00K
Stonebridge Capital Advisors LLC2$1.00K
Twin Tree Management, LP1$0

Not filed for Q2 2021 yet (3)

Institutions that held Watsco Inc at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WSO in Q1 2021 that haven't filed for Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Waddell & Reed Financial Inc173,062$45.1M
BBVA USA Bancshares, Inc.8,210$2.14M
Bokf, NA7,403$1.93M