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, Q3 2021
Institutional positions in Watsco Inc as of Sep 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
- 478
- +10 vs. Q2 2021
- Shares held
- 30.7M
- −28.1K (−0.1%) vs. Q2 2021
- Total value
- $8.12B
- −$677.6M (−7.7%) vs. Q2 2021
- New holders
- 53
- 172 more added
- Sold out
- 43
- 167 more reduced
7 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baystate Wealth Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1 | $0 | 0.00% | +1 | New |
| Consolidated Planning Corp | 1 | $0 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 2 | $529 | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 3 | $794 | 0.00% | +3 | New |
| Caldwell Trust Co | 5 | $1.32K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 5 | $1.45K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 6 | $1.59K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 8 | $2.00K | 0.00% | +8 | New |
| Syverson Strege & Co | 8 | $2.00K | 0.00% | +8 | New |
| Bourgeon Capital Management LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 10 | $3.00K | 0.00% | +10 | New |
| Dark Forest Capital Management LP | 16 | $4.00K | 0.00% | −835−98.1% | Reduced |
| Bessemer Group Inc | 14 | $4.00K | 0.00% | −21−60.0% | Reduced |
| NEXT Financial Group, Inc | 14 | $4.00K | 0.00% | −2−12.5% | Reduced |
| Ironwood Financial, llc | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 16 | $4.00K | 0.00% | +6+60.0% | Added |
| Meridian Wealth Partners, LLC | 14 | $4.00K | 0.00% | +14 | New |
| Kowal Investment Group, LLC | 15 | $4.00K | 0.00% | +15 | New |
| Eagle Bay Advisors LLC | 12 | $4.00K | 0.00% | +11+1,100.0% | Added |
| Global Financial Private Client, LLC | 16 | $4.28K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Geneos Wealth Management Inc. | 21 | $5.00K | 0.00% | +11+110.0% | Added |
| Earnest Partners LLC | 23 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 23 | $6.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 24 | $6.00K | 0.00% | +8+50.0% | Added |
| Versant Capital Management, Inc | 28 | $7.00K | 0.00% | −8−22.2% | Reduced |
| Lindbrook Capital, LLC | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 28 | $7.00K | 0.00% | +28 | New |
| Halpern Financial, Inc. | 28 | $7.41K | 0.00% | 00.0% | Unchanged |
| American National Bank | 32 | $8.00K | 0.00% | +32 | New |
| Pacitti Group Inc. | 32 | $8.00K | 0.00% | +32 | New |
| Rosenberg Matthew Hamilton | 35 | $9.00K | 0.00% | −104−74.8% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 39 | $10.0K | 0.00% | +39 | New |
| Legacy Bridge, LLC | 40 | $11.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 46 | $12.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 48 | $12.0K | 0.00% | +7+17.1% | Added |
| Jones Financial Companies LLLP | 49 | $13.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 50 | $13.0K | 0.01% | +50 | New |
| Bell Investment Advisors, Inc | 49 | $13.0K | 0.00% | +49 | New |
| Spire Wealth Management | 62 | $16.0K | 0.00% | −8−11.4% | Reduced |
| Hall Laurie J Trustee | 60 | $16.0K | 0.01% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 66 | $17.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 63 | $17.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 64 | $17.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 66 | $17.0K | 0.00% | +18+37.5% | Added |
| Institutional & Family Asset Management, LLC | 76 | $20.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 75 | $20.0K | 0.00% | +75 | New |
| Fieldpoint Private Securities, LLC | 80 | $21.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 88 | $23.0K | 0.01% | +39+79.6% | Added |
| Vigilant Capital Management, LLC | 87 | $23.0K | 0.00% | +87 | New |
| Sageworth Trust Co | 90 | $24.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 93 | $25.0K | 0.00% | +40+75.5% | Added |
| Covington Capital Management | 100 | $26.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 100 | $26.0K | 0.01% | +100 | New |
| Gemmer Asset Management LLC | 101 | $27.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 115 | $30.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 114 | $30.0K | 0.00% | +114 | New |
| Quadrant Capital Group LLC | 116 | $31.0K | 0.00% | +27+30.3% | Added |
| Resources Management Corp | 150 | $40.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 162 | $43.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 179 | $47.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 202 | $53.5K | 0.00% | +7+3.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 204 | $54.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 207 | $55.0K | 0.00% | +29+16.3% | Added |
| O'Shaughnessy Asset Management, LLC | 227 | $60.0K | 0.00% | +29+14.6% | Added |
| Cedar Wealth Management, LLC | 230 | $61.0K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 243 | $64.0K | 0.00% | −173−41.6% | Reduced |
| Gilder Gagnon Howe & Co LLC | 256 | $68.0K | 0.00% | −353,958−99.9% | Reduced |
| Proequities, Inc. | 263 | $70.0K | 0.00% | −7−2.6% | Reduced |
| Endurance Wealth Management, Inc. | 269 | $71.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 298 | $78.0K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 300 | $79.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 330 | $88.0K | 0.03% | +5+1.5% | Added |
| First Manhattan Co | 360 | $95.0K | 0.00% | +60+20.0% | Added |
| Meeder Asset Management Inc | 366 | $97.0K | 0.01% | −3−0.8% | Reduced |
| Point72 Hong Kong Ltd | 375 | $99.0K | 0.01% | −108−22.4% | Reduced |
| KBC Group NV | 381 | $101.0K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 400 | $106.0K | 0.02% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 411 | $109.0K | 0.00% | −271−39.7% | Reduced |
| JJJ Advisors Inc. | 471 | $125.0K | 0.04% | +102+27.6% | Added |
| Bedel Financial Consulting, Inc. | 500 | $132.0K | 0.05% | 00.0% | Unchanged |
| FourThought Financial, LLC | 624 | $165.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 643 | $170.2K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 674 | $178.0K | 0.01% | +160+31.1% | Added |
| Signaturefd, LLC | 680 | $180.0K | 0.01% | +123+22.1% | Added |
| Van Eck Associates Corp | 724 | $192.0K | 0.00% | +270+59.5% | Added |
| First Horizon Advisors, Inc. | 729 | $192.0K | 0.01% | +511+234.4% | Added |
| Simplex Trading, LLC | 707 | $204.0K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 780 | $206.0K | 0.03% | 00.0% | Unchanged |