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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

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.

Institutional holdersQ3 2021: 478 institutions
Q1 2021: 464 institutionsQ2 2021: 475 institutionsQ3 2021: 478 institutionsQ4 2021: 521 institutionsQ1 2022: 495 institutionsQ2 2022: 516 institutionsQ3 2022: 538 institutionsQ4 2022: 568 institutionsQ1 2023: 615 institutionsQ2 2023: 677 institutionsQ3 2023: 683 institutionsQ4 2023: 727 institutionsQ1 2024: 746 institutionsQ2 2024: 778 institutionsQ3 2024: 789 institutionsQ4 2024: 822 institutionsQ1 2025: 840 institutionsQ2 2025: 807 institutionsQ3 2025: 780 institutionsQ4 2025: 768 institutionsQ1 2026: 772 institutionsQ2 2026: 787 institutions
Value heldQ3 2021: $8.12B
Q1 2021: $8.06BQ2 2021: $8.80BQ3 2021: $8.12BQ4 2021: $9.61BQ1 2022: $9.46BQ2 2022: $7.74BQ3 2022: $8.59BQ4 2022: $8.51BQ1 2023: $11.0BQ2 2023: $13.5BQ3 2023: $13.7BQ4 2023: $15.3BQ1 2024: $15.6BQ2 2024: $16.7BQ3 2024: $17.4BQ4 2024: $16.8BQ1 2025: $17.9BQ2 2025: $15.3BQ3 2025: $14.6BQ4 2025: $12.6BQ1 2026: $13.9BQ2 2026: $15.7B
Institutions holding WSO and their total value by quarter
QuarterHoldersValue
Q2 2026787$15.7B
Q1 2026772$13.9B
Q4 2025768$12.6B
Q3 2025780$14.6B
Q2 2025807$15.3B
Q1 2025840$17.9B
Q4 2024822$16.8B
Q3 2024789$17.4B
Q2 2024778$16.7B
Q1 2024746$15.6B
Q4 2023727$15.3B
Q3 2023683$13.7B
Q2 2023677$13.5B
Q1 2023615$11.0B
Q4 2022568$8.51B
Q3 2022538$8.59B
Q2 2022516$7.74B
Q1 2022495$9.46B
Q4 2021521$9.61B
Q3 2021478$8.12B
Q2 2021475$8.80B
Q1 2021464$8.06B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q2 2021.

Institutions holding WSO in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Taylor Hoffman Wealth Management0$00.00%−729−100.0%Sold out
Agf Investments Inc.0$00.00%−582−100.0%Sold out
Panagora Asset Management Inc0$00.00%−481−100.0%Sold out
FORA Capital, LLC0$00.00%−418−100.0%Sold out
Advisory Services Network, LLC0$00.00%−355−100.0%Sold out
Quantbot Technologies LP0$00.00%−273−100.0%Sold out
WealthShield Partners, LLC0$00.00%−126−100.0%Sold out
Enterprise Financial Services Corp0$00.00%−118−100.0%Sold out
Concord Wealth Partners0$00.00%−112−100.0%Sold out
FFT Wealth Management LLC0$00.00%−71−100.0%Sold out
Strategic Blueprint, LLC0$00.00%−49−100.0%Sold out
Valley National Advisers Inc0$00.00%−11−100.0%Sold out
Crewe Advisors LLC0$00.00%−11−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−8−100.0%Sold out
Gradient Investments LLC0$00.00%−6−100.0%Sold out
Allworth Financial LP0$00.00%−5−100.0%Sold out
Ford Financial Group, LLC0$00.00%−5−100.0%Sold out
Atticus Wealth Management, LLC0$00.00%−3−100.0%Sold out
CVA Family Office, LLC0$00.00%−4−100.0%Sold out
Standard Family Office LLC0$00.00%−4−100.0%Sold out
Red Door Wealth Management, LLC0$00.00%−2−100.0%Sold out
Northstar Investment Advisors LLC––––Not filed
Pictet Asset Management Ltd––––Not filed
San Francisco Sentry Investment Group (Ca)––––Not filed
PNC Managed Account Solutions, Inc.––––Not filed
First Horizon Corp––––Not filed
GoalVest Advisory LLC––––Not filed
CWM, LLC––––Not filed