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, Q4 2021
Institutional positions in Watsco Inc as of Dec 31, 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
- 521
- +50 vs. Q3 2021
- Shares held
- 30.7M
- +108.6K (+0.4%) vs. Q3 2021
- Total value
- $9.61B
- +$1.50B (+18.5%) vs. Q3 2021
- New holders
- 86
- 199 more added
- Sold out
- 36
- 155 more reduced
7 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baystate Wealth Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 2 | $0 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 2 | $626 | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 3 | $939 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 3 | $939 | 0.00% | +3 | New |
| Ford Financial Group, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Tucker Asset Management LLC | 5 | $1.54K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 5 | $1.56K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 6 | $2.00K | 0.00% | +6 | New |
| Schubert & Co | 5 | $2.00K | 0.00% | +5 | New |
| Eagle Bay Advisors LLC | 7 | $3.00K | 0.00% | −5−41.7% | Reduced |
| Bourgeon Capital Management LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 12 | $4.00K | 0.00% | +12 | New |
| Sargent Bickham Lagudis LLC | 14 | $4.00K | 0.00% | +14 | New |
| Financial Management Professionals, Inc. | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 16 | $5.01K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 20 | $6.00K | 0.00% | −70−77.8% | Reduced |
| Smithfield Trust Co | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 19 | $6.00K | 0.00% | +3+18.8% | Added |
| TD Waterhouse Canada Inc. | 21 | $6.54K | 0.00% | +21 | New |
| Earnest Partners LLC | 23 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 23 | $7.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 26 | $8.00K | 0.00% | −2−7.1% | Reduced |
| Key Financial Inc | 24 | $8.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 25 | $8.00K | 0.00% | +11+78.6% | Added |
| Lindbrook Capital, LLC | 28 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 30 | $9.00K | 0.00% | +5+20.0% | Added |
| Geneos Wealth Management Inc. | 29 | $9.00K | 0.00% | +8+38.1% | Added |
| Bessemer Group Inc | 29 | $9.00K | 0.00% | +15+107.1% | Added |
| Country Trust Bank | 30 | $9.00K | 0.00% | +30 | New |
| American National Bank | 32 | $10.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 31 | $10.0K | 0.01% | +31 | New |
| Delta Asset Management LLC | 36 | $11.0K | 0.00% | −10−21.7% | Reduced |
| Rosenberg Matthew Hamilton | 35 | $11.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 41 | $12.0K | 0.00% | −7−14.6% | Reduced |
| Legacy Bridge, LLC | 40 | $13.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 49 | $15.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 47 | $15.0K | 0.00% | +46+4,600.0% | Added |
| PSI Advisors, LLC | 50 | $16.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 55 | $17.0K | 0.01% | +55 | New |
| Rather & Kittrell, Inc. | 58 | $18.0K | 0.02% | +58 | New |
| Hall Laurie J Trustee | 60 | $19.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 63 | $20.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 64 | $20.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 64 | $20.0K | 0.03% | +64 | New |
| HC Financial Advisors Inc | 66 | $21.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 66 | $21.0K | 0.01% | +17+34.7% | Added |
| Institutional & Family Asset Management, LLC | 76 | $24.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 80 | $25.0K | 0.00% | −163−67.1% | Reduced |
| Fieldpoint Private Securities, LLC | 80 | $25.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 87 | $27.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 89 | $28.0K | 0.01% | +89 | New |
| Washington Trust Advisors, Inc. | 96 | $30.0K | 0.00% | +96 | New |
| Covington Capital Management | 100 | $31.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 100 | $31.0K | 0.00% | +100 | New |
| High Net Worth Advisory Group LLC | 100 | $31.0K | 0.01% | +100 | New |
| Gemmer Asset Management LLC | 101 | $32.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 112 | $35.0K | 0.01% | +24+27.3% | Added |
| Massmutual Trust Co FSB | 114 | $36.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 115 | $36.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 115 | $36.0K | 0.01% | +40+53.3% | Added |
| Quadrant Capital Group LLC | 123 | $38.0K | 0.00% | +7+6.0% | Added |
| Concord Wealth Partners | 124 | $39.0K | 0.01% | +124 | New |
| Spire Wealth Management | 129 | $40.0K | 0.00% | +67+108.1% | Added |
| Resources Management Corp | 150 | $47.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 162 | $51.0K | 0.03% | +162 | New |
| Snowden Capital Advisors LLC | 171 | $53.0K | 0.00% | +171 | New |
| HM Payson & Co | 176 | $55.0K | 0.00% | +14+8.6% | Added |
| Private Capital Group, LLC | 179 | $56.0K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 179 | $56.0K | 0.00% | +179 | New |
| BerganKDV Wealth Management, LLC | 179 | $56.0K | 0.01% | +179 | New |
| Graves-Light Private Wealth Management, Inc. | 204 | $64.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 206 | $64.5K | 0.00% | +4+2.0% | Added |
| Cedar Wealth Management, LLC | 230 | $72.0K | 0.03% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 245 | $77.0K | 0.01% | −24−8.9% | Reduced |
| Proequities, Inc. | 248 | $78.0K | 0.00% | −15−5.7% | Reduced |
| IFP Advisors, Inc | 258 | $82.0K | 0.00% | +51+24.6% | Added |
| Ellis Investment Partners, LLC | 298 | $93.0K | 0.02% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 300 | $94.0K | 0.18% | +300 | New |
| Huntington National Bank | 301 | $95.0K | 0.00% | +235+356.1% | Added |
| Covestor Ltd | 308 | $96.0K | 0.13% | +308 | New |
| CWM, LLC | 313 | $98.0K | 0.00% | +313 | New |
| First Manhattan Co | 360 | $112.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 381 | $119.0K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 400 | $125.0K | 0.03% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 433 | $135.0K | 0.02% | +433 | New |
| Twin Tree Management, LP | 478 | $150.0K | 0.00% | −8,130−94.4% | Reduced |
| Bedel Financial Consulting, Inc. | 500 | $156.0K | 0.05% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 544 | $170.0K | 0.05% | +73+15.5% | Added |
| FourThought Financial, LLC | 624 | $195.0K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 632 | $198.0K | 0.01% | +332+110.7% | Added |
| Heritage Wealth Advisors | 643 | $201.0K | 0.01% | 00.0% | Unchanged |