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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 198 | $57.0K | 0.00% | +36+22.2% | Added |
| American Portfolios Advisors | 195 | $55.9K | 0.00% | +14+7.7% | Added |
| Private Capital Group, LLC | 179 | $51.0K | 0.01% | −5−2.7% | Reduced |
| IFP Advisors, Inc | 178 | $49.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 162 | $46.0K | 0.00% | −192−54.2% | Reduced |
| Resources Management Corp | 150 | $43.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 139 | $40.0K | 0.02% | +139 | New |
| WealthShield Partners, LLC | 126 | $36.0K | 0.01% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 118 | $34.0K | 0.01% | +5+4.4% | Added |
| AdvisorNet Financial, Inc | 115 | $33.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 112 | $32.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 104 | $30.0K | 0.02% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 101 | $29.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 100 | $29.0K | 0.00% | +100 | New |
| Quadrant Capital Group LLC | 89 | $26.0K | 0.00% | +4+4.7% | Added |
| Sageworth Trust Co | 90 | $26.0K | 0.00% | +90 | 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 |
| Spire Wealth Management | 70 | $20.0K | 0.00% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 71 | $20.0K | 0.00% | +71 | New |
| HC Financial Advisors Inc | 66 | $19.0K | 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 |
| Hall Laurie J Trustee | 60 | $17.0K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 53 | $15.0K | 0.00% | +12+29.3% | Added |
| 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 |
| Delta Asset Management LLC | 46 | $13.0K | 0.00% | −4−8.0% | Reduced |
| Carroll Financial Associates, Inc. | 41 | $11.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 40 | $11.0K | 0.01% | 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 |
| Halpern Financial, Inc. | 28 | $8.03K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 28 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 28 | $8.00K | 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 |
| Smithfield Trust Co | 20 | $6.00K | 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 |
| Global Financial Private Client, LLC | 16 | $4.63K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Bartlett & Co. Wealth Management LLC | 6 | $1.72K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 5 | $1.43K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 5 | $1.43K | 0.00% | +5 | New |
| 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 |
| Raffa Wealth Management, LLC | 2 | $573 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 1 | – | – | −3−75.0% | Reduced |
| Eagle Bay Advisors LLC | 1 | – | – | +1 | New |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −64,750−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −23,433−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −19,788−100.0% | Sold out |
| Capital Insight Partners, LLC | 0 | $0 | 0.00% | −7,374−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −6,887−100.0% | Sold out |
| Athanor Capital, LP | 0 | $0 | 0.00% | −6,799−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −4,728−100.0% | Sold out |
| QS Investors, LLC | 0 | $0 | 0.00% | −5,230−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −4,923−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −4,673−100.0% | Sold out |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −4,105−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −3,970−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −3,529−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −3,342−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −3,141−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −2,393−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −2,257−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −1,801−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −1,371−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −1,365−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −1,345−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −1,211−100.0% | Sold out |