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 |
|---|---|---|---|---|---|
| Insight Folios Inc | 1,898 | $594.0K | 0.28% | +148+8.5% | Added |
| Parsons Capital Management Inc | 1,897 | $594.0K | 0.04% | +390+25.9% | Added |
| Donaldson Capital Management, LLC | 1,912 | $598.0K | 0.03% | +257+15.5% | Added |
| Gyon Technologies Capital Management, LP | 1,942 | $608.0K | 0.11% | +1,084+126.3% | Added |
| TrinityPoint Wealth, LLC | 1,951 | $610.0K | 0.11% | +2+0.1% | Added |
| Mackenzie Financial Corp | 1,968 | $616.0K | 0.00% | −147−7.0% | Reduced |
| Radnor Capital Management, LLC | 1,975 | $618.0K | 0.15% | +1,975 | New |
| Groesbeck Investment Management Corp | 1,980 | $620.0K | 0.79% | 00.0% | Unchanged |
| MML Investors Services, LLC | 1,982 | $620.0K | 0.00% | +388+24.3% | Added |
| Parallel Advisors, LLC | 1,995 | $624.0K | 0.02% | +240+13.7% | Added |
| American Century Companies Inc | 2,015 | $630.0K | 0.00% | +276+15.9% | Added |
| Pictet Asset Management SA | 2,037 | $637.0K | 0.00% | −163−7.4% | Reduced |
| JustInvest LLC | 2,049 | $641.0K | 0.04% | +1,048+104.7% | Added |
| Shell Asset Management Co | 2,076 | $650.0K | 0.01% | +13+0.6% | Added |
| Exchange Traded Concepts, LLC | 2,084 | $652.0K | 0.01% | +36+1.8% | Added |
| J. W. Coons Advisors, LLC | 2,089 | $655.0K | 0.20% | +114+5.8% | Added |
| Jump Financial, LLC | 2,100 | $657.0K | 0.04% | +2,100 | New |
| Financial Advisory Service, Inc. | 2,124 | $665.0K | 0.06% | +1,062+100.0% | Added |
| Tobam | 2,153 | $674.0K | 0.03% | −665−23.6% | Reduced |
| Silvercrest Asset Management Group LLC | 2,163 | $677.0K | 0.00% | +4+0.2% | Added |
| Private Trust Co NA | 2,181 | $682.0K | 0.09% | +2,181 | New |
| Metatron Capital SICAV plc | 2,200 | $688.3K | 0.66% | +2,200 | New |
| Ensemble Capital Management, LLC | 2,235 | $699.0K | 0.05% | 00.0% | Unchanged |
| Empowered Funds, LLC | 2,244 | $702.0K | 0.08% | +357+18.9% | Added |
| Donoghue Forlines LLC | 2,269 | $710.0K | 0.12% | +2,269 | New |
| Baker Tilly Wealth Management, LLC | 2,317 | $725.0K | 0.08% | +534+29.9% | Added |
| Crawford Investment Counsel Inc | 2,340 | $732.0K | 0.01% | −301−11.4% | Reduced |
| Ontario Teachers Pension Plan Board | 2,347 | $734.0K | 0.01% | +2,347 | New |
| Schonfeld Strategic Advisors LLC | 2,400 | $751.0K | 0.01% | −10,300−81.1% | Reduced |
| Creative Planning | 2,400 | $751.0K | 0.00% | +77+3.3% | Added |
| Oak Ridge Investments LLC | 2,413 | $755.0K | 0.06% | −456−15.9% | Reduced |
| AlphaStar Capital Management, LLC | 2,594 | $773.0K | 0.06% | −1,520−36.9% | Reduced |
| Brown Brothers Harriman & Co | 2,479 | $776.0K | 0.00% | +75+3.1% | Added |
| Capital Investment Advisory Services, LLC | 2,485 | $778.0K | 0.09% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 2,490 | $779.0K | 0.02% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2,500 | $782.0K | 0.09% | 00.0% | Unchanged |
| Paloma Partners Management Co | 2,540 | $795.0K | 0.03% | +2,540 | New |
| Capital Analysts, LLC | 2,580 | $807.0K | 0.05% | −5−0.2% | Reduced |
| Icon Wealth Partners, LLC | 2,594 | $812.0K | 0.08% | +125+5.1% | Added |
| Change Path, LLC | 2,729 | $854.0K | 0.04% | +161+6.3% | Added |
| DekaBank Deutsche Girozentrale | 2,750 | $855.0K | 0.00% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 2,755 | $862.0K | 0.51% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,795 | $875.0K | 0.06% | +2,795 | New |
| WCM Investment Management, LLC | 2,801 | $876.0K | 0.00% | +21+0.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,883 | $903.0K | 0.05% | +2,883 | New |
| Securian Asset Management, Inc | 2,957 | $925.0K | 0.02% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 3,000 | $939.0K | 0.27% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,004 | $940.0K | 0.02% | +380+14.5% | Added |
| Prelude Capital Management, LLC | 3,016 | $944.0K | 0.05% | +453+17.7% | Added |
| ProShare Advisors LLC | 3,146 | $984.0K | 0.00% | +722+29.8% | Added |
| Chicago Trust Co NA | 3,177 | $994.0K | 0.20% | +65+2.1% | Added |
| Allianz Asset Management GmbH | 3,179 | $995.0K | 0.00% | +3,179 | New |
| Regions Financial Corp | 3,186 | $997.0K | 0.01% | −327−9.3% | Reduced |
| Mercer Global Advisors Inc | 3,202 | $1.00M | 0.01% | +122+4.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,283 | $1.03M | 0.00% | +108+3.4% | Added |
| Lindenwold Advisors | 3,314 | $1.04M | 0.61% | +3,314 | New |
| Natixis | 3,380 | $1.05M | 0.00% | −556−14.1% | Reduced |
| Pacer Advisors, Inc. | 3,425 | $1.07M | 0.01% | +39+1.2% | Added |
| Tower Research Capital LLC (TRC) | 3,457 | $1.08M | 0.02% | −1,595−31.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,575 | $1.10M | 0.00% | −450−11.2% | Reduced |
| Eqis Capital Management, Inc. | 3,595 | $1.13M | 0.08% | −164−4.4% | Reduced |
| Xponance, Inc. | 3,688 | $1.15M | 0.02% | −26−0.7% | Reduced |
| Cetera Advisors LLC | 3,714 | $1.16M | 0.02% | +649+21.2% | Added |
| Jane Street Group, LLC | 3,785 | $1.18M | 0.00% | +12+0.3% | Added |
| FDx Advisors, Inc. | 3,854 | $1.21M | 0.03% | +77+2.0% | Added |
| Engineers Gate Manager LP | 4,137 | $1.29M | 0.06% | +2,288+123.7% | Added |
| Public Employees Retirement Association of Colorado | 4,143 | $1.30M | 0.01% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 4,362 | $1.31M | 0.20% | 00.0% | Unchanged |
| RFG Advisory, LLC | 4,343 | $1.36M | 0.09% | −28−0.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,374 | $1.37M | 0.01% | +1,102+33.7% | Added |
| Prudential Financial Inc | 4,728 | $1.41M | 0.00% | −358−7.0% | Reduced |
| Two Sigma Investments, LP | 4,523 | $1.42M | 0.00% | +4,523 | New |
| Dynamic Technology Lab Private Ltd | 4,569 | $1.43M | 0.16% | +4,569 | New |
| Tudor Investment Corp Et Al | 4,599 | $1.44M | 0.03% | +4,599 | New |
| Stephens Inc | 4,606 | $1.44M | 0.02% | −507−9.9% | Reduced |
| Northwest & Ethical Investments L.P. | 4,700 | $1.47M | 0.04% | +4,700 | New |
| State of Alaska, Department of Revenue | 4,784 | $1.50M | 0.01% | −280−5.5% | Reduced |
| Virginia Retirement Systems Et Al | 4,900 | $1.53M | 0.01% | +1,400+40.0% | Added |
| Schechter Investment Advisors, LLC | 4,901 | $1.53M | 0.14% | +4,901 | New |
| Advisor Group Holdings, Inc. | 4,922 | $1.54M | 0.00% | +268+5.8% | Added |
| Sciencast Management LP | 4,991 | $1.54M | 0.27% | +4,191+523.9% | Added |
| Barbara Oil Co. | 5,000 | $1.56M | 0.68% | 00.0% | Unchanged |
| Marshall Wace, LLP | 5,303 | $1.66M | 0.00% | −3,941−42.6% | Reduced |
| Winton Group Ltd | 5,325 | $1.67M | 0.10% | −300−5.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,400 | $1.69M | 0.14% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 5,475 | $1.71M | 0.03% | +29+0.5% | Added |
| Cutter & CO Brokerage, Inc. | 5,547 | $1.74M | 0.48% | +285+5.4% | Added |
| Voya Investment Management LLC | 5,587 | $1.75M | 0.00% | −1,007−15.3% | Reduced |
| Lee Financial Co | 5,586 | $1.75M | 0.33% | +7+0.1% | Added |
| Atria Investments LLC | 5,672 | $1.77M | 0.03% | +664+13.3% | Added |
| Gotham Asset Management, LLC | 5,673 | $1.77M | 0.06% | +4,091+258.6% | Added |
| GWM Advisors LLC | 5,737 | $1.79M | 0.03% | +1,170+25.6% | Added |
| Federated Hermes, Inc. | 5,747 | $1.80M | 0.00% | +466+8.8% | Added |
| Taylor Frigon Capital Management LLC | 5,838 | $1.83M | 0.57% | +73+1.3% | Added |
| Metropolitan Life Insurance Co | 5,903 | $1.85M | 0.03% | −111−1.8% | Reduced |
| Utah Retirement Systems | 5,910 | $1.85M | 0.02% | 00.0% | Unchanged |
| Weiss Multi-Strategy Advisers LLC | 6,027 | $1.89M | 0.04% | −973−13.9% | Reduced |
| K.J. Harrison & Partners Inc | 6,018 | $1.89M | 0.27% | +285+5.0% | Added |
| Tocqueville Asset Management L.P. | 6,151 | $1.93M | 0.03% | −760−11.0% | Reduced |
| Susquehanna International Group, LLP | 6,166 | $1.93M | 0.00% | +2,912+89.5% | Added |