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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

Q3 2021 vs. Q2 2021

How the institutions holding Watsco Inc changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of WSO: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders4757478+10
Shares30.7M12.1K30.7M−28.1K (−0.1%)
Value$8.80B$3.43M$8.12B−$677.6M (−7.7%)

7 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (53)

Institutions that held Watsco Inc at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to WSO in Q3 2021
InstitutionSharesValue% of portfolio
Vaughan Nelson Investment Management, L.P.86,740$23.0M0.23%
DnB Asset Management AS48,917$12.9M0.08%
Point72 Asset Management, L.P.26,122$6.91M0.03%
Driehaus Capital Management LLC21,214$5.61M0.07%
Carlson Capital L P16,514$4.37M0.23%
Advantage Alpha Capital Partners LP10,230$2.71M0.49%
Marshall Wace, LLP9,244$2.45M0.01%
Twin Tree Management, LP8,608$2.28M0.07%
Beacon Pointe Advisors, LLC8,250$2.18M0.05%
Oppenheimer & Co Inc7,774$2.06M0.04%
Bokf, NA7,370$1.95M0.03%
Weiss Multi-Strategy Advisers LLC7,000$1.85M0.04%
HRT Financial LP6,618$1.75M0.01%
Aviva PLC6,003$1.59M0.01%
WBI Investments6,405$1.55M0.26%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main4,025$1.07M0.00%
Natixis3,936$1.04M0.00%
Zurcher Kantonalbank (Zurich Cantonalbank)3,272$866.0K0.00%
Edgestream Partners, L.P.2,736$724.0K0.04%
Walleye Capital LLC2,683$710.0K0.02%
Prelude Capital Management, LLC2,563$678.0K0.04%
Centiva Capital, LP2,526$669.0K0.05%
Pictet Asset Management SA2,200$582.0K0.00%
Engineers Gate Manager LP1,849$489.0K0.03%
Insight Folios Inc1,750$463.0K0.25%
XTX Topco Ltd1,387$367.0K0.12%
Alps Advisors Inc1,310$347.0K0.00%
Boothbay Fund Management, LLC1,116$295.0K0.01%
Bank of Hawaii1,075$284.0K0.02%
Financial Advisory Service, Inc.1,062$281.0K0.03%
Washington Trust Bank916$242.0K0.03%
Jefferies Group LLC866$229.2K0.01%
Gyon Technologies Capital Management, LP858$227.0K0.06%
Sciencast Management LP800$221.0K0.06%
Integrated Wealth Concepts LLC806$213.0K0.01%
Massmutual Trust Co FSB114$30.0K0.00%
Pinnacle Bancorp, Inc.100$26.0K0.01%
Vigilant Capital Management, LLC87$23.0K0.00%
Kistler-Tiffany Companies, LLC75$20.0K0.00%
PSI Advisors, LLC50$13.0K0.01%
Bell Investment Advisors, Inc49$13.0K0.00%
Gerber Kawasaki Wealth & Investment Management39$10.0K0.00%
American National Bank32$8.00K0.00%
Pacitti Group Inc.32$8.00K0.00%
Cahill Financial Advisors Inc28$7.00K0.00%
Meridian Wealth Partners, LLC14$4.00K0.00%
Kowal Investment Group, LLC15$4.00K0.00%
Reilly Financial Advisors, LLC10$3.00K0.00%
Hanson & Doremus Investment Management8$2.00K0.00%
Syverson Strege & Co8$2.00K0.00%
Koshinski Asset Management, Inc.3$7940.00%
Assetmark, Inc1$00.00%
Consolidated Planning Corp1$00.00%

Sold out (43)

Institutions that held Watsco Inc at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of WSO in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Jupiter Asset Management Ltd20,004$5.73M
Nomura Holdings Inc16,700$4.79M
APG Asset Management N.V.12,063$2.92M
Intrinsic Edge Capital Management LLC7,793$2.23M
Qube Research & Technologies Ltd6,995$2.00M
Arabesque Asset Management Ltd5,488$1.57M
Quantitative Investment Management, LLC3,377$967.0K
Jump Financial, LLC3,100$889.0K
Ninety One SA (PTY) Ltd2,674$755.0K
Tudor Investment Corp Et Al2,379$682.0K
Squarepoint Ops LLC2,312$663.0K
AGF Investments LLC2,238$642.0K
Tuttle Tactical Management2,177$624.0K
Bank of Nova Scotia2,028$581.0K
Cresset Asset Management, LLC1,881$540.0K
Voloridge Investment Management, LLC1,735$497.0K
Paloma Partners Management Co1,659$475.0K
Ontario Teachers Pension Plan Board1,570$450.0K
Two Sigma Advisers, LP1,500$430.0K
BCJ Capital Management, LLC1,437$412.0K
Slow Capital, Inc.979$281.0K
United Capital Financial Advisers, LLC822$236.0K
Taylor Hoffman Wealth Management729$209.0K
Agf Investments Inc.582$167.0K
Panagora Asset Management Inc481$138.0K
FORA Capital, LLC418$120.0K
Advisory Services Network, LLC355$102.0K
Quantbot Technologies LP273$78.0K
WealthShield Partners, LLC126$36.0K
Enterprise Financial Services Corp118$34.0K
Concord Wealth Partners112$32.0K
FFT Wealth Management LLC71$20.0K
Strategic Blueprint, LLC49$14.0K
Valley National Advisers Inc11$3.00K
Crewe Advisors LLC11$3.00K
Clearstead Advisors, LLC8$2.00K
Gradient Investments LLC6$2.00K
Allworth Financial LP5$1.00K
Ford Financial Group, LLC5$1.00K
Atticus Wealth Management, LLC3$1.00K
CVA Family Office, LLC4$1.00K
Standard Family Office LLC4$1.00K
Red Door Wealth Management, LLC2$0

Not filed for Q3 2021 yet (7)

Institutions that held Watsco Inc at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WSO in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Northstar Investment Advisors LLC7,776$2.20M
Pictet Asset Management Ltd2,200$631.0K
San Francisco Sentry Investment Group (Ca)900$258.0K
PNC Managed Account Solutions, Inc.557$160.0K
First Horizon Corp511$146.0K
GoalVest Advisory LLC104$30.0K
CWM, LLC28$8.00K