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Livermore
Livermore
ZHEN

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
Cedar Wealth Management, LLC230$61.0K0.03%00.0%Unchanged
O'Shaughnessy Asset Management, LLC227$60.0K0.00%+29+14.6%Added
IFP Advisors, Inc207$55.0K0.00%+29+16.3%Added
Graves-Light Private Wealth Management, Inc.204$54.0K0.01%00.0%Unchanged
American Portfolios Advisors202$53.5K0.00%+7+3.6%Added
Private Capital Group, LLC179$47.0K0.01%00.0%Unchanged
HM Payson & Co162$43.0K0.00%00.0%Unchanged
Resources Management Corp150$40.0K0.01%00.0%Unchanged
Quadrant Capital Group LLC116$31.0K0.00%+27+30.3%Added
AdvisorNet Financial, Inc115$30.0K0.00%00.0%Unchanged
Massmutual Trust Co FSB114$30.0K0.00%+114New
Gemmer Asset Management LLC101$27.0K0.00%00.0%Unchanged
Covington Capital Management100$26.0K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.100$26.0K0.01%+100New
Sonora Investment Management, LLC93$25.0K0.00%+40+75.5%Added
Sageworth Trust Co90$24.0K0.00%00.0%Unchanged
Lumature Wealth Partners, LLC88$23.0K0.01%+39+79.6%Added
Vigilant Capital Management, LLC87$23.0K0.00%+87New
Fieldpoint Private Securities, LLC80$21.0K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC76$20.0K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC75$20.0K0.00%+75New
HC Financial Advisors Inc66$17.0K0.01%00.0%Unchanged
West Branch Capital LLC63$17.0K0.01%00.0%Unchanged
Carolinas Wealth Consulting LLC64$17.0K0.00%00.0%Unchanged
Huntington National Bank66$17.0K0.00%+18+37.5%Added
Spire Wealth Management62$16.0K0.00%−8−11.4%Reduced
Hall Laurie J Trustee60$16.0K0.01%00.0%Unchanged
Jones Financial Companies LLLP49$13.0K0.00%00.0%Unchanged
PSI Advisors, LLC50$13.0K0.01%+50New
Bell Investment Advisors, Inc49$13.0K0.00%+49New
Delta Asset Management LLC46$12.0K0.00%00.0%Unchanged
Carroll Financial Associates, Inc.48$12.0K0.00%+7+17.1%Added
Legacy Bridge, LLC40$11.0K0.01%00.0%Unchanged
Gerber Kawasaki Wealth & Investment Management39$10.0K0.00%+39New
Rosenberg Matthew Hamilton35$9.00K0.00%−104−74.8%Reduced
American National Bank32$8.00K0.00%+32New
Pacitti Group Inc.32$8.00K0.00%+32New
Halpern Financial, Inc.28$7.41K0.00%00.0%Unchanged
Versant Capital Management, Inc28$7.00K0.00%−8−22.2%Reduced
Lindbrook Capital, LLC28$7.00K0.00%00.0%Unchanged
Sierra Capital LLC25$7.00K0.00%00.0%Unchanged
Cahill Financial Advisors Inc28$7.00K0.00%+28New
Earnest Partners LLC23$6.00K0.00%00.0%Unchanged
Sandy Spring Bank23$6.00K0.00%00.0%Unchanged
Key Financial Inc24$6.00K0.00%00.0%Unchanged
Berman Capital Advisors, LLC24$6.00K0.00%+8+50.0%Added
Smithfield Trust Co20$5.00K0.00%00.0%Unchanged
JNBA Financial Advisors19$5.00K0.00%00.0%Unchanged
Glassman Wealth Services19$5.00K0.00%00.0%Unchanged
Aspire Private Capital, LLC18$5.00K0.00%00.0%Unchanged
Geneos Wealth Management Inc.21$5.00K0.00%+11+110.0%Added
Global Financial Private Client, LLC16$4.28K0.00%00.0%Unchanged
Dark Forest Capital Management LP16$4.00K0.00%−835−98.1%Reduced
Bessemer Group Inc14$4.00K0.00%−21−60.0%Reduced
NEXT Financial Group, Inc14$4.00K0.00%−2−12.5%Reduced
Ironwood Financial, llc17$4.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.15$4.00K0.00%00.0%Unchanged
Truvestments Capital LLC14$4.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.16$4.00K0.00%+6+60.0%Added
Meridian Wealth Partners, LLC14$4.00K0.00%+14New
Kowal Investment Group, LLC15$4.00K0.00%+15New
Eagle Bay Advisors LLC12$4.00K0.00%+11+1,100.0%Added
Bourgeon Capital Management LLC10$3.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.12$3.00K0.00%00.0%Unchanged
Reilly Financial Advisors, LLC10$3.00K0.00%+10New
Ancora Advisors, LLC6$2.00K0.00%00.0%Unchanged
Bartlett & Co. LLC6$2.00K0.00%00.0%Unchanged
Hanson & Doremus Investment Management8$2.00K0.00%+8New
Syverson Strege & Co8$2.00K0.00%+8New
Bartlett & Co. Wealth Management LLC6$1.59K0.00%00.0%Unchanged
Tucker Asset Management LLC5$1.45K0.00%00.0%Unchanged
Caldwell Trust Co5$1.32K0.00%00.0%Unchanged
Koshinski Asset Management, Inc.3$7940.00%+3New
Raffa Wealth Management, LLC2$5290.00%00.0%Unchanged
Baystate Wealth Management LLC1$00.00%00.0%Unchanged
Assetmark, Inc1$00.00%+1New
Consolidated Planning Corp1$00.00%+1New
Sofos Investments, Inc.1––00.0%Unchanged
Jupiter Asset Management Ltd0$00.00%−20,004−100.0%Sold out
Nomura Holdings Inc0$00.00%−16,700−100.0%Sold out
APG Asset Management N.V.0$00.00%−12,063−100.0%Sold out
Intrinsic Edge Capital Management LLC0$00.00%−7,793−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−6,995−100.0%Sold out
Arabesque Asset Management Ltd0$00.00%−5,488−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−3,377−100.0%Sold out
Jump Financial, LLC0$00.00%−3,100−100.0%Sold out
Ninety One SA (PTY) Ltd0$00.00%−2,674−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−2,379−100.0%Sold out
Squarepoint Ops LLC0$00.00%−2,312−100.0%Sold out
AGF Investments LLC0$00.00%−2,238−100.0%Sold out
Tuttle Tactical Management0$00.00%−2,177−100.0%Sold out
Bank of Nova Scotia0$00.00%−2,028−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−1,881−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−1,735−100.0%Sold out
Paloma Partners Management Co0$00.00%−1,659−100.0%Sold out
Ontario Teachers Pension Plan Board0$00.00%−1,570−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−1,500−100.0%Sold out
BCJ Capital Management, LLC0$00.00%−1,437−100.0%Sold out
Slow Capital, Inc.0$00.00%−979−100.0%Sold out
United Capital Financial Advisers, LLC0$00.00%−822−100.0%Sold out