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 |
|---|---|---|---|---|---|
| Caledonia Investments PLC | 268,784 | $84.0M | 12.85% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 292,637 | $91.6M | 0.19% | −23,904−7.6% | Reduced |
| Northern Trust Corp | 310,139 | $97.0M | 0.02% | −4,602−1.5% | Reduced |
| Boston Financial Mangement LLC | 356,139 | $111.4M | 4.05% | −231−0.1% | Reduced |
| Wells Fargo & Company | 361,191 | $113.0M | 0.03% | −13,502−3.6% | Reduced |
| Swedbank AB | 376,200 | $116.2M | 0.20% | +37,200+11.0% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 418,750 | $131.0M | 1.50% | +4,500+1.1% | Added |
| Geode Capital Management, LLC | 484,113 | $151.5M | 0.02% | +11,069+2.3% | Added |
| Bank of New York Mellon Corp | 502,640 | $157.3M | 0.03% | −40,551−7.5% | Reduced |
| Blair William & Co | 580,775 | $181.7M | 0.57% | +1,700+0.3% | Added |
| Davenport & Co LLC | 626,416 | $196.0M | 1.32% | −6,522−1.0% | Reduced |
| Neuberger Berman Group LLC | 741,435 | $229.8M | 0.18% | −15,592−2.1% | Reduced |
| Wellington Management Group LLP | 755,877 | $236.5M | 0.04% | −33,006−4.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 865,133 | $270.7M | 0.62% | −11,482−1.3% | Reduced |
| State Street Corp | 869,667 | $272.1M | 0.01% | +15,840+1.9% | Added |
| FMR LLC | 944,711 | $295.6M | 0.02% | +99,394+11.8% | Added |
| Charles Schwab Investment Management Inc | 1,113,795 | $348.5M | 0.10% | +15,572+1.4% | Added |
| Capital World Investors | 1,124,403 | $351.8M | 0.06% | +114,330+11.3% | Added |
| Baillie Gifford & Co | 2,086,034 | $652.7M | 0.36% | +43,878+2.1% | Added |
| Vanguard Group Inc | 3,311,836 | $1.04B | 0.02% | +16,983+0.5% | Added |
| BlackRock Inc. | 3,677,204 | $1.15B | 0.03% | +141,426+4.0% | Added |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −228,611−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −15,367−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −8,250−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −7,168−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −6,618−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −6,405−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −3,623−100.0% | Sold out |
| Centric Wealth Management | 0 | $0 | 0.00% | −3,302−100.0% | Sold out |
| Alphasimplex Group, LLC | 0 | $0 | 0.00% | −3,081−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,526−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −1,760−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −1,752−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,387−100.0% | Sold out |
| Bellevue Group AG | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −1,116−100.0% | Sold out |
| Bank of Hawaii | 0 | $0 | 0.00% | −1,075−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −912−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −781−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −366−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −256−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −227−100.0% | Sold out |
| Pinnacle Bancorp, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Halpern Financial, Inc. | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Ironwood Financial, llc | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Reilly Financial Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| BBVA USA | – | – | – | – | Not filed |
| Covenant Multifamily Offices, LLC | – | – | – | – | Not filed |
| World Asset Management Inc | – | – | – | – | Not filed |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |