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, Q2 2021
Institutional positions in Watsco Inc as of Jun 30, 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
- 475
- +14 vs. Q1 2021
- Shares held
- 30.7M
- −30.9K (−0.1%) vs. Q1 2021
- Total value
- $8.80B
- +$785.1M (+9.8%) vs. Q1 2021
- New holders
- 62
- 157 more added
- Sold out
- 48
- 170 more reduced
3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 787 | $15.7B |
| Q1 2026 | 772 | $13.9B |
| Q4 2025 | 768 | $12.6B |
| Q3 2025 | 780 | $14.6B |
| Q2 2025 | 807 | $15.3B |
| Q1 2025 | 840 | $17.9B |
| Q4 2024 | 822 | $16.8B |
| Q3 2024 | 789 | $17.4B |
| Q2 2024 | 778 | $16.7B |
| Q1 2024 | 746 | $15.6B |
| Q4 2023 | 727 | $15.3B |
| Q3 2023 | 683 | $13.7B |
| Q2 2023 | 677 | $13.5B |
| Q1 2023 | 615 | $11.0B |
| Q4 2022 | 568 | $8.51B |
| Q3 2022 | 538 | $8.59B |
| Q2 2022 | 516 | $7.74B |
| Q1 2022 | 495 | $9.46B |
| Q4 2021 | 521 | $9.61B |
| Q3 2021 | 478 | $8.12B |
| Q2 2021 | 475 | $8.80B |
| Q1 2021 | 464 | $8.06B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baystate Wealth Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 2 | $573 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 5 | $1.00K | 0.00% | +5 | New |
| Ford Financial Group, LLC | 5 | $1.00K | 0.00% | +5 | New |
| PEAK6 Investments LLC | 4 | $1.00K | 0.00% | +4 | New |
| CVA Family Office, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Tucker Asset Management LLC | 5 | $1.43K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 5 | $1.43K | 0.00% | +5 | New |
| Bartlett & Co. Wealth Management LLC | 6 | $1.72K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 10 | $2.00K | 0.00% | −234−95.9% | Reduced |
| Bartlett & Co. LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Ancora Advisors, LLC | 6 | $2.00K | 0.00% | +6 | New |
| Gradient Investments LLC | 6 | $2.00K | 0.00% | +6 | New |
| Crewe Advisors LLC | 11 | $3.00K | 0.00% | −26−70.3% | Reduced |
| Valley National Advisers Inc | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 10 | $3.00K | 0.00% | +10 | New |
| Truvestments Capital LLC | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 16 | $4.00K | 0.00% | +7+77.8% | Added |
| Financial Management Professionals, Inc. | 15 | $4.00K | 0.00% | +15 | New |
| Global Financial Private Client, LLC | 16 | $4.63K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 16 | $5.00K | 0.00% | −21−56.8% | Reduced |
| JNBA Financial Advisors | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 17 | $5.00K | 0.00% | +7+70.0% | Added |
| Smithfield Trust Co | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 23 | $7.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 24 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 23 | $7.00K | 0.00% | +23 | New |
| CWM, LLC | 28 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 28 | $8.00K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 28 | $8.03K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 36 | $10.0K | 0.00% | +2+5.9% | Added |
| Bessemer Group Inc | 35 | $10.0K | 0.00% | +21+150.0% | Added |
| Carroll Financial Associates, Inc. | 41 | $11.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 40 | $11.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 46 | $13.0K | 0.00% | −4−8.0% | Reduced |
| Huntington National Bank | 48 | $14.0K | 0.00% | −21−30.4% | Reduced |
| Jones Financial Companies LLLP | 49 | $14.0K | 0.00% | +19+63.3% | Added |
| Lumature Wealth Partners, LLC | 49 | $14.0K | 0.01% | +25+104.2% | Added |
| Strategic Blueprint, LLC | 49 | $14.0K | 0.00% | +49 | New |
| Sonora Investment Management, LLC | 53 | $15.0K | 0.00% | +12+29.3% | Added |
| Hall Laurie J Trustee | 60 | $17.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 64 | $18.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 63 | $18.0K | 0.01% | +63 | New |
| HC Financial Advisors Inc | 66 | $19.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 70 | $20.0K | 0.00% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 71 | $20.0K | 0.00% | +71 | New |
| Fieldpoint Private Securities, LLC | 80 | $22.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 76 | $22.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 89 | $26.0K | 0.00% | +4+4.7% | Added |
| Sageworth Trust Co | 90 | $26.0K | 0.00% | +90 | New |
| Gemmer Asset Management LLC | 101 | $29.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 100 | $29.0K | 0.00% | +100 | New |
| GoalVest Advisory LLC | 104 | $30.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 112 | $32.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 115 | $33.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 118 | $34.0K | 0.01% | +5+4.4% | Added |
| WealthShield Partners, LLC | 126 | $36.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 139 | $40.0K | 0.02% | +139 | New |
| Resources Management Corp | 150 | $43.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 162 | $46.0K | 0.00% | −192−54.2% | Reduced |
| IFP Advisors, Inc | 178 | $49.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 179 | $51.0K | 0.01% | −5−2.7% | Reduced |
| American Portfolios Advisors | 195 | $55.9K | 0.00% | +14+7.7% | Added |
| O'Shaughnessy Asset Management, LLC | 198 | $57.0K | 0.00% | +36+22.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 204 | $58.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 218 | $62.0K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 230 | $66.0K | 0.03% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 269 | $77.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 270 | $77.0K | 0.00% | +35+14.9% | Added |
| Quantbot Technologies LP | 273 | $78.0K | 0.01% | −1,332−83.0% | Reduced |
| First Manhattan Co | 300 | $85.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 298 | $85.0K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 300 | $86.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 325 | $93.0K | 0.03% | +5+1.6% | Added |
| Advisory Services Network, LLC | 355 | $102.0K | 0.00% | +355 | New |
| JJJ Advisors Inc. | 369 | $106.0K | 0.04% | +56+17.9% | Added |
| Meeder Asset Management Inc | 369 | $106.0K | 0.00% | +111+43.0% | Added |
| KBC Group NV | 381 | $109.0K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 400 | $115.0K | 0.03% | +400 | New |
| Harbour Investments, Inc. | 416 | $119.0K | 0.00% | +46+12.4% | Added |
| FORA Capital, LLC | 418 | $120.0K | 0.02% | +115+38.0% | Added |
| Van Eck Associates Corp | 454 | $130.0K | 0.00% | +258+131.6% | Added |
| Point72 Hong Kong Ltd | 483 | $138.0K | 0.01% | −4,346−90.0% | Reduced |
| Panagora Asset Management Inc | 481 | $138.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 500 | $143.0K | 0.05% | 00.0% | Unchanged |
| First Horizon Corp | 511 | $146.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 514 | $147.0K | 0.01% | +514 | New |
| Rockefeller Capital Management L.P. | 538 | $154.0K | 0.00% | +243+82.4% | Added |
| Signaturefd, LLC | 557 | $160.0K | 0.01% | +181+48.1% | Added |
| PNC Managed Account Solutions, Inc. | 557 | $160.0K | 0.03% | +557 | New |
| Agf Investments Inc. | 582 | $167.0K | 0.00% | −162−21.8% | Reduced |