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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

Q4 2021 vs. Q3 2021

How the institutions holding Watsco Inc changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of WSO: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders4787521+50
Shares30.7M30.3K30.7M+108.6K (+0.4%)
Value$8.12B$8.02M$9.61B+$1.50B (+18.5%)

7 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (86)

Institutions that held Watsco Inc at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to WSO in Q4 2021
InstitutionSharesValue% of portfolio
Baskin Financial Services Inc.43,040$13.5M1.07%
Qube Research & Technologies Ltd30,414$9.52M0.07%
LRT Capital Management, LLC27,034$8.46M6.43%
Voloridge Investment Management, LLC23,406$7.32M0.04%
Yousif Capital Management, LLC18,158$5.68M0.06%
B. Metzler seel. Sohn & Co. AG17,000$5.25M0.07%
Squarepoint Ops LLC14,644$4.58M0.02%
Marks Group Wealth Management, Inc11,277$3.53M0.43%
Cna Financial Corp10,000$3.13M0.82%
Principal Street Partners, LLC9,599$3.00M0.72%
Zacks Investment Management9,024$2.82M0.04%
Allspring Global Investments Holdings, LLC8,996$2.81M0.00%
Sumitomo Mitsui Trust Holdings, Inc.7,219$2.26M0.00%
Caliber Wealth Management, LLC7,001$2.09M1.44%
Schechter Investment Advisors, LLC4,901$1.53M0.14%
Northwest & Ethical Investments L.P.4,700$1.47M0.04%
Tudor Investment Corp Et Al4,599$1.44M0.03%
Dynamic Technology Lab Private Ltd4,569$1.43M0.16%
Two Sigma Investments, LP4,523$1.42M0.00%
Lindenwold Advisors3,314$1.04M0.61%
Allianz Asset Management GmbH3,179$995.0K0.00%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,883$903.0K0.05%
CoreCap Advisors, LLC2,795$875.0K0.06%
Paloma Partners Management Co2,540$795.0K0.03%
Ontario Teachers Pension Plan Board2,347$734.0K0.01%
Donoghue Forlines LLC2,269$710.0K0.12%
Metatron Capital SICAV plc2,200$688.3K0.66%
Private Trust Co NA2,181$682.0K0.09%
Jump Financial, LLC2,100$657.0K0.04%
Radnor Capital Management, LLC1,975$618.0K0.15%
Kenfarb & Co.1,895$593.0K0.43%
Jackson Creek Investment Advisors LLC1,779$557.0K0.20%
Astrantus Ltd1,400$438.0K0.33%
Pinnacle Wealth Planning Services, Inc.1,377$431.0K0.09%
Quantinno Capital Management LP1,378$431.0K0.08%
Quantbot Technologies LP1,360$425.0K0.03%
Two Sigma Advisers, LP1,100$344.0K0.00%
Pendal Group Limited1,076$337.0K0.00%
Veritable, L.P.979$306.0K0.00%
Coury Firm Asset Management LLC974$305.0K0.23%
Pearl River Capital, LLC953$298.0K0.08%
Lake Street Financial LLC946$296.0K0.05%
Diversified Trust Co939$294.0K0.01%
Wealth Management Solutions, LLC935$293.0K0.15%
Aigen Investment Management, LP937$289.0K0.02%
Trexquant Investment LP906$283.0K0.02%
StoneX Group Inc.851$266.3K0.03%
Autumn Glory Partners, LLC800$250.0K0.10%
Wealthspire Advisors, LLC792$248.0K0.01%
Delphia (USA) Inc.791$247.0K0.26%
Taylor Hoffman Wealth Management729$228.0K0.09%
Gladius Capital Management LP704$221.0K0.07%
Fort Point Capital Partners LLC706$221.0K0.03%
Campbell & CO Investment Adviser LLC700$219.0K0.08%
Woodstock Corp675$211.0K0.02%
MAI Capital Management667$209.0K0.00%
Triad Investment Management659$206.0K0.19%
River Wealth Advisors LLC653$204.0K0.03%
Affinity Investment Advisors, LLC650$203.0K0.08%
Ergoteles LLC647$202.0K0.01%
Signet Financial Management, LLC433$135.0K0.02%
CWM, LLC313$98.0K0.00%
Covestor Ltd308$96.0K0.13%
Aquatic Capital Management LLC300$94.0K0.18%
National Bank of Canada179$56.0K0.00%
BerganKDV Wealth Management, LLC179$56.0K0.01%
Snowden Capital Advisors LLC171$53.0K0.00%
Fortitude Advisory Group L.L.C.162$51.0K0.03%
Concord Wealth Partners124$39.0K0.01%
Whittier Trust Co100$31.0K0.00%
High Net Worth Advisory Group LLC100$31.0K0.01%
Washington Trust Advisors, Inc.96$30.0K0.00%
Accel Wealth Management89$28.0K0.01%
Sageworth Trust Co of South Dakota64$20.0K0.03%
Rather & Kittrell, Inc.58$18.0K0.02%
Disciplined Investments, LLC55$17.0K0.01%
Zullo Investment Group, Inc.31$10.0K0.01%
Country Trust Bank30$9.00K0.00%
TD Waterhouse Canada Inc.21$6.54K0.00%
Mark Sheptoff Financial Planning, LLC12$4.00K0.00%
Sargent Bickham Lagudis LLC14$4.00K0.00%
JFS Wealth Advisors, LLC6$2.00K0.00%
Schubert & Co5$2.00K0.00%
Ford Financial Group, LLC5$1.00K0.00%
Sutton Wealth Advisors Inc.3$9390.00%
Strengthening Families & Communities, LLC2$00.00%

Sold out (36)

Institutions that held Watsco Inc at the end of Q3 2021 and filed for Q4 2021 without it.

Not filed for Q4 2021 yet (7)

Institutions that held Watsco Inc at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WSO in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
B. Metzler seel. Sohn & Co. Holding AG18,650$4.93M
BBVA USA7,320$1.94M
Covenant Multifamily Offices, LLC1,532$412.0K
World Asset Management Inc1,424$377.0K
Mid Atlantic Financial Management Inc1,248$330.0K
Sonora Investment Management, LLC93$25.0K
Berman Capital Advisors, LLC24$6.00K