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 |
|---|---|---|---|---|---|
| Empowered Funds, LLC | 1,887 | $499.0K | 0.06% | +799+73.4% | Added |
| Verition Fund Management LLC | 1,865 | $494.0K | 0.01% | +428+29.8% | Added |
| Shelton Capital Management | 1,853 | $490.0K | 0.02% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 1,845 | $489.0K | 0.00% | +133+7.8% | Added |
| Engineers Gate Manager LP | 1,849 | $489.0K | 0.03% | +1,849 | New |
| First Hawaiian Bank | 1,832 | $484.0K | 0.02% | −5−0.3% | Reduced |
| Cetera Investment Advisers | 1,812 | $479.0K | 0.01% | −86−4.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,783 | $472.0K | 0.06% | +228+14.7% | Added |
| Profund Advisors LLC | 1,769 | $468.0K | 0.02% | −234−11.7% | Reduced |
| PEAK6 Investments LLC | 1,760 | $466.0K | 0.01% | +1,756+43,900.0% | Added |
| AMP Capital Investors Ltd | 1,752 | $464.0K | 0.00% | −357−16.9% | Reduced |
| Parallel Advisors, LLC | 1,755 | $464.0K | 0.02% | +5+0.3% | Added |
| Insight Folios Inc | 1,750 | $463.0K | 0.25% | +1,750 | New |
| American Century Companies Inc | 1,739 | $460.0K | 0.00% | −4,255−71.0% | Reduced |
| Krane Funds Advisors LLC | 1,676 | $444.0K | 0.01% | −85−4.8% | Reduced |
| Donaldson Capital Management, LLC | 1,655 | $438.0K | 0.02% | −60−3.5% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,636 | $433.0K | 0.03% | −163−9.1% | Reduced |
| Balasa Dinverno & Foltz LLC | 1,629 | $431.0K | 0.03% | −104−6.0% | Reduced |
| Webster Bank, N. A. | 1,621 | $429.0K | 0.05% | −150−8.5% | Reduced |
| Raymond James Trust N.A. | 1,610 | $426.0K | 0.01% | −64−3.8% | Reduced |
| MML Investors Services, LLC | 1,594 | $422.0K | 0.00% | −112−6.6% | Reduced |
| Vident Investment Advisory, LLC | 1,588 | $421.0K | 0.01% | +425+36.5% | Added |
| Compass Ion Advisors, LLC | 1,588 | $420.0K | 0.15% | +11+0.7% | Added |
| Gotham Asset Management, LLC | 1,582 | $419.0K | 0.02% | +292+22.6% | Added |
| CIBC Asset Management Inc | 1,573 | $416.0K | 0.00% | +127+8.8% | Added |
| Covenant Multifamily Offices, LLC | 1,532 | $412.0K | 0.07% | 00.0% | Unchanged |
| Ethic Inc. | 1,551 | $410.0K | 0.04% | −66−4.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,517 | $401.0K | 0.03% | −83−5.2% | Reduced |
| Parsons Capital Management Inc | 1,507 | $399.0K | 0.03% | +775+105.9% | Added |
| Advisor Partners LLC | 1,476 | $391.0K | 0.03% | −71−4.6% | Reduced |
| Regentatlantic Capital LLC | 1,450 | $384.0K | 0.01% | −350−19.4% | Reduced |
| World Asset Management Inc | 1,424 | $377.0K | 0.04% | −31−2.1% | Reduced |
| Moneta Group Investment Advisors LLC | 1,417 | $375.0K | 0.02% | +15+1.1% | Added |
| Hilltop Holdings Inc. | 1,413 | $374.0K | 0.04% | +481+51.6% | Added |
| Steward Partners Investment Advisory, LLC | 1,402 | $371.0K | 0.01% | −84−5.7% | Reduced |
| XTX Topco Ltd | 1,387 | $367.0K | 0.12% | +1,387 | New |
| Susquehanna Fundamental Investments, LLC | 1,375 | $364.0K | 0.01% | −225−14.1% | Reduced |
| Voya Financial Advisors, Inc. | 1,318 | $358.0K | 0.04% | +75+6.0% | Added |
| National Asset Management, Inc. | 1,333 | $353.0K | 0.01% | +6+0.5% | Added |
| Alps Advisors Inc | 1,310 | $347.0K | 0.00% | +1,310 | New |
| Bellevue Group AG | 1,300 | $344.0K | 0.00% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,273 | $343.0K | 0.02% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 1,275 | $337.0K | 0.02% | +20+1.6% | Added |
| Mid Atlantic Financial Management Inc | 1,248 | $330.0K | 0.02% | +33+2.7% | Added |
| Royal London Asset Management Ltd | 1,231 | $326.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,193 | $316.0K | 0.00% | +51+4.5% | Added |
| Occudo Quantitative Strategies LP | 1,169 | $309.0K | 0.04% | −102−8.0% | Reduced |
| Fulcrum Equity Management | 1,120 | $296.0K | 0.11% | +6+0.5% | Added |
| Avestar Capital, LLC | 1,116 | $295.0K | 0.06% | +88+8.6% | Added |
| Boothbay Fund Management, LLC | 1,116 | $295.0K | 0.01% | +1,116 | New |
| Bank of Hawaii | 1,075 | $284.0K | 0.02% | +1,075 | New |
| Financial Advisory Service, Inc. | 1,062 | $281.0K | 0.03% | +1,062 | New |
| First Bank & Trust | 1,051 | $278.0K | 0.13% | +39+3.9% | Added |
| Fifth Third Bancorp | 1,043 | $276.0K | 0.00% | +45+4.5% | Added |
| CIBC World Markets Inc. | 1,022 | $270.0K | 0.00% | +55+5.7% | Added |
| JustInvest LLC | 1,001 | $265.0K | 0.02% | −358−26.3% | Reduced |
| Cigna Investments Inc | 973 | $257.0K | 0.02% | −100−9.3% | Reduced |
| Park National Corp | 965 | $255.0K | 0.01% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 948 | $251.0K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 939 | $248.0K | 0.00% | −37−3.8% | Reduced |
| Washington Trust Bank | 916 | $242.0K | 0.03% | +916 | New |
| IBM Retirement Fund | 912 | $241.0K | 0.02% | 00.0% | Unchanged |
| M&T Bank Corp | 902 | $240.0K | 0.00% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 908 | $240.0K | 0.00% | +167+22.5% | Added |
| Ellevest, Inc. | 902 | $239.0K | 0.02% | +2+0.2% | Added |
| Mayflower Financial Advisors, LLC | 828 | $237.0K | 0.03% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 877 | $232.0K | 0.09% | −10−1.1% | Reduced |
| Commerce Bank | 877 | $232.0K | 0.00% | +77+9.6% | Added |
| Jefferies Group LLC | 866 | $229.2K | 0.01% | +866 | New |
| Longfellow Investment Management Co LLC | 864 | $229.0K | 0.04% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 796 | $228.0K | 0.02% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 858 | $227.0K | 0.06% | +858 | New |
| Sciencast Management LP | 800 | $221.0K | 0.06% | +800 | New |
| Unigestion Holding SA | 810 | $220.0K | 0.01% | −3,569−81.5% | Reduced |
| Integrated Wealth Concepts LLC | 806 | $213.0K | 0.01% | +806 | New |
| 6 Meridian | 793 | $210.0K | 0.02% | −38−4.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 781 | $207.0K | 0.00% | −4−0.5% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 780 | $206.0K | 0.03% | 00.0% | Unchanged |
| Simplex Trading, LLC | 707 | $204.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Signaturefd, LLC | 680 | $180.0K | 0.01% | +123+22.1% | Added |
| Belpointe Asset Management LLC | 674 | $178.0K | 0.01% | +160+31.1% | Added |
| Heritage Wealth Advisors | 643 | $170.2K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 624 | $165.0K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 500 | $132.0K | 0.05% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 471 | $125.0K | 0.04% | +102+27.6% | Added |
| Canada Pension Plan Investment Board | 411 | $109.0K | 0.00% | −271−39.7% | Reduced |
| American Research & Management Co. | 400 | $106.0K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 381 | $101.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 375 | $99.0K | 0.01% | −108−22.4% | Reduced |
| Meeder Asset Management Inc | 366 | $97.0K | 0.01% | −3−0.8% | Reduced |
| First Manhattan Co | 360 | $95.0K | 0.00% | +60+20.0% | Added |
| Parkside Financial Bank & Trust | 330 | $88.0K | 0.03% | +5+1.5% | Added |
| Central Trust Co | 300 | $79.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 298 | $78.0K | 0.02% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 269 | $71.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 263 | $70.0K | 0.00% | −7−2.6% | Reduced |
| Gilder Gagnon Howe & Co LLC | 256 | $68.0K | 0.00% | −353,958−99.9% | Reduced |
| Harbour Investments, Inc. | 243 | $64.0K | 0.00% | −173−41.6% | Reduced |