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 |
|---|---|---|---|---|---|
| FourThought Financial, LLC | 624 | $178.0K | 0.02% | −24−3.7% | Reduced |
| Heritage Wealth Advisors | 643 | $184.3K | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 682 | $195.0K | 0.00% | −1,947−74.1% | Reduced |
| Simplex Trading, LLC | 707 | $202.0K | 0.01% | +537+315.9% | Added |
| Taylor Hoffman Wealth Management | 729 | $209.0K | 0.09% | +729 | New |
| Parsons Capital Management Inc | 732 | $210.0K | 0.02% | +732 | New |
| Wealthfront Advisers LLC | 741 | $212.0K | 0.00% | +741 | New |
| JTC Employer Solutions Trusteee Ltd | 780 | $224.0K | 0.03% | +780 | New |
| Mirae Asset Global Investments Co., Ltd. | 785 | $225.0K | 0.00% | +785 | New |
| Flagship Harbor Advisors, LLC | 796 | $228.0K | 0.02% | +796 | New |
| Commerce Bank | 800 | $229.0K | 0.00% | +30+3.9% | Added |
| United Capital Financial Advisers, LLC | 822 | $236.0K | 0.00% | +822 | New |
| Mayflower Financial Advisors, LLC | 828 | $237.0K | 0.03% | 00.0% | Unchanged |
| 6 Meridian | 831 | $238.0K | 0.02% | −31−3.6% | Reduced |
| Dark Forest Capital Management LP | 851 | $244.0K | 0.11% | +851 | New |
| Longfellow Investment Management Co LLC | 864 | $248.0K | 0.04% | −461−34.8% | Reduced |
| Wakefield Asset Management LLLP | 887 | $254.0K | 0.10% | +887 | New |
| San Francisco Sentry Investment Group (Ca) | 900 | $258.0K | 0.13% | −3−0.3% | Reduced |
| Ellevest, Inc. | 900 | $258.0K | 0.03% | 00.0% | Unchanged |
| M&T Bank Corp | 902 | $259.0K | 0.00% | −347−27.8% | Reduced |
| IBM Retirement Fund | 912 | $261.0K | 0.02% | −213−18.9% | Reduced |
| Hilltop Holdings Inc. | 932 | $268.0K | 0.03% | +75+8.8% | Added |
| Crescent Grove Advisors, LLC | 948 | $272.0K | 0.03% | +948 | New |
| Park National Corp | 965 | $277.0K | 0.01% | −824−46.1% | Reduced |
| CIBC World Markets Inc. | 967 | $277.0K | 0.00% | +81+9.1% | Added |
| Kestra Advisory Services, LLC | 976 | $280.0K | 0.00% | +79+8.8% | Added |
| Slow Capital, Inc. | 979 | $281.0K | 0.05% | −1−0.1% | Reduced |
| Fifth Third Bancorp | 998 | $286.0K | 0.00% | +35+3.6% | Added |
| First Bank & Trust | 1,012 | $290.0K | 0.14% | −20−1.9% | Reduced |
| Avestar Capital, LLC | 1,028 | $295.0K | 0.06% | +1,028 | New |
| Cigna Investments Inc | 1,073 | $307.0K | 0.02% | −200−15.7% | Reduced |
| Empowered Funds, LLC | 1,088 | $312.0K | 0.04% | +1,088 | New |
| Fulcrum Equity Management | 1,114 | $319.0K | 0.12% | +86+8.4% | Added |
| Ci Investments Inc. | 1,142 | $327.0K | 0.00% | +444+63.6% | Added |
| Vident Investment Advisory, LLC | 1,163 | $333.0K | 0.01% | +85+7.9% | Added |
| Mid Atlantic Financial Management Inc | 1,215 | $348.0K | 0.02% | −17−1.4% | Reduced |
| Royal London Asset Management Ltd | 1,231 | $353.0K | 0.00% | +1,231 | New |
| Voya Financial Advisors, Inc. | 1,243 | $354.0K | 0.05% | −1,977−61.4% | Reduced |
| First Citizens Bank & Trust Co | 1,255 | $360.0K | 0.02% | −72−5.4% | Reduced |
| Occudo Quantitative Strategies LP | 1,271 | $364.0K | 0.06% | −179−12.3% | Reduced |
| Symmetry Partners, LLC | 1,273 | $365.0K | 0.02% | 00.0% | Unchanged |
| Appleton Partners Inc | 1,273 | $365.0K | 0.03% | +1,273 | New |
| Gotham Asset Management, LLC | 1,290 | $370.0K | 0.02% | −1,130−46.7% | Reduced |
| Bellevue Group AG | 1,300 | $373.0K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 1,327 | $381.0K | 0.01% | +428+47.6% | Added |
| JustInvest LLC | 1,359 | $390.0K | 0.04% | +1,359 | New |
| J. W. Coons Advisors, LLC | 1,385 | $396.0K | 0.14% | +162+13.2% | Added |
| Moneta Group Investment Advisors LLC | 1,402 | $402.0K | 0.02% | +1,402 | New |
| BCJ Capital Management, LLC | 1,437 | $412.0K | 0.04% | −30−2.0% | Reduced |
| Verition Fund Management LLC | 1,437 | $412.0K | 0.01% | +1,437 | New |
| CIBC Asset Management Inc | 1,446 | $414.0K | 0.00% | +8+0.6% | Added |
| World Asset Management Inc | 1,455 | $417.0K | 0.04% | −69−4.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,486 | $426.0K | 0.01% | −541−26.7% | Reduced |
| Two Sigma Advisers, LP | 1,500 | $430.0K | 0.00% | +1,500 | New |
| Covenant Multifamily Offices, LLC | 1,532 | $439.0K | 0.08% | +3+0.2% | Added |
| Magnetar Financial LLC | 1,533 | $439.0K | 0.00% | +1,533 | New |
| Advisor Partners LLC | 1,547 | $443.0K | 0.03% | +4+0.3% | Added |
| Baker Tilly Wealth Management, LLC | 1,555 | $446.0K | 0.07% | +152+10.8% | Added |
| Ontario Teachers Pension Plan Board | 1,570 | $450.0K | 0.01% | −5,057−76.3% | Reduced |
| Compass Ion Advisors, LLC | 1,577 | $452.0K | 0.18% | −1,182−42.8% | Reduced |
| Stephens Inc | 1,591 | $456.0K | 0.01% | −10−0.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 1,600 | $459.0K | 0.01% | −11,400−87.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,600 | $459.0K | 0.03% | +165+11.5% | Added |
| Ethic Inc. | 1,617 | $463.0K | 0.06% | +394+32.2% | Added |
| Paloma Partners Management Co | 1,659 | $475.0K | 0.01% | +686+70.5% | Added |
| Raymond James Trust N.A. | 1,674 | $480.0K | 0.02% | −81−4.6% | Reduced |
| MML Investors Services, LLC | 1,706 | $489.0K | 0.00% | +98+6.1% | Added |
| Segall Bryant & Hamill, LLC | 1,712 | $490.0K | 0.00% | −2,080−54.9% | Reduced |
| Donaldson Capital Management, LLC | 1,715 | $492.0K | 0.03% | +12+0.7% | Added |
| Voloridge Investment Management, LLC | 1,735 | $497.0K | 0.00% | −2,627−60.2% | Reduced |
| Balasa Dinverno & Foltz LLC | 1,733 | $497.0K | 0.04% | −38−2.1% | Reduced |
| Parallel Advisors, LLC | 1,750 | $502.0K | 0.02% | +44+2.6% | Added |
| Krane Funds Advisors LLC | 1,761 | $505.0K | 0.02% | +266+17.8% | Added |
| Webster Bank, N. A. | 1,771 | $508.0K | 0.06% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 1,799 | $516.0K | 0.04% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 1,800 | $516.0K | 0.02% | +1,800 | New |
| First Hawaiian Bank | 1,837 | $526.0K | 0.02% | −28−1.5% | Reduced |
| Shelton Capital Management | 1,853 | $531.0K | 0.02% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 1,881 | $540.0K | 0.01% | +1,881 | New |
| TrinityPoint Wealth, LLC | 1,886 | $541.0K | 0.11% | −669−26.2% | Reduced |
| Wealth Alliance | 1,899 | $544.0K | 0.13% | −70−3.6% | Reduced |
| Cetera Investment Advisers | 1,898 | $544.0K | 0.01% | +1,898 | New |
| Penserra Capital Management LLC | 1,926 | $552.0K | 0.01% | +252+15.1% | Added |
| Mackenzie Financial Corp | 1,957 | $561.0K | 0.00% | −197−9.1% | Reduced |
| DekaBank Deutsche Girozentrale | 2,000 | $565.0K | 0.00% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 1,980 | $568.0K | 0.72% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,003 | $575.0K | 0.02% | +13+0.7% | Added |
| Bank of Nova Scotia | 2,028 | $581.0K | 0.00% | −52,204−96.3% | Reduced |
| Exchange Traded Concepts, LLC | 2,040 | $585.0K | 0.02% | +169+9.0% | Added |
| Change Path, LLC | 2,043 | $586.0K | 0.04% | +15+0.7% | Added |
| Silvercrest Asset Management Group LLC | 2,100 | $602.0K | 0.00% | 00.0% | Unchanged |
| AMP Capital Investors Ltd | 2,109 | $605.0K | 0.00% | −373−15.0% | Reduced |
| ExodusPoint Capital Management, LP | 2,111 | $605.0K | 0.01% | +673+46.8% | Added |
| Creative Planning | 2,134 | $612.0K | 0.00% | −38−1.7% | Reduced |
| Shell Asset Management Co | 2,153 | $617.0K | 0.01% | −548−20.3% | Reduced |
| Tuttle Tactical Management | 2,177 | $624.0K | 0.28% | +2,177 | New |
| Pictet Asset Management Ltd | 2,200 | $631.0K | 0.00% | −300−12.0% | Reduced |
| Ensemble Capital Management, LLC | 2,235 | $641.0K | 0.05% | 00.0% | Unchanged |
| AGF Investments LLC | 2,238 | $642.0K | 0.07% | −503−18.4% | Reduced |
| Brown Brothers Harriman & Co | 2,243 | $643.0K | 0.00% | +2,053+1,080.5% | Added |