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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 2,181 | $682.0K | 0.09% | +2,181 | New |
| Silvercrest Asset Management Group LLC | 2,163 | $677.0K | 0.00% | +4+0.2% | Added |
| Tobam | 2,153 | $674.0K | 0.03% | −665−23.6% | Reduced |
| Financial Advisory Service, Inc. | 2,124 | $665.0K | 0.06% | +1,062+100.0% | Added |
| Jump Financial, LLC | 2,100 | $657.0K | 0.04% | +2,100 | New |
| J. W. Coons Advisors, LLC | 2,089 | $655.0K | 0.20% | +114+5.8% | Added |
| Exchange Traded Concepts, LLC | 2,084 | $652.0K | 0.01% | +36+1.8% | Added |
| Shell Asset Management Co | 2,076 | $650.0K | 0.01% | +13+0.6% | Added |
| JustInvest LLC | 2,049 | $641.0K | 0.04% | +1,048+104.7% | Added |
| Pictet Asset Management SA | 2,037 | $637.0K | 0.00% | −163−7.4% | Reduced |
| American Century Companies Inc | 2,015 | $630.0K | 0.00% | +276+15.9% | Added |
| Parallel Advisors, LLC | 1,995 | $624.0K | 0.02% | +240+13.7% | Added |
| 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 |
| Radnor Capital Management, LLC | 1,975 | $618.0K | 0.15% | +1,975 | New |
| Mackenzie Financial Corp | 1,968 | $616.0K | 0.00% | −147−7.0% | Reduced |
| TrinityPoint Wealth, LLC | 1,951 | $610.0K | 0.11% | +2+0.1% | Added |
| Gyon Technologies Capital Management, LP | 1,942 | $608.0K | 0.11% | +1,084+126.3% | Added |
| Donaldson Capital Management, LLC | 1,912 | $598.0K | 0.03% | +257+15.5% | Added |
| 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 |
| Kenfarb & Co. | 1,895 | $593.0K | 0.43% | +1,895 | New |
| Segall Bryant & Hamill, LLC | 1,887 | $590.0K | 0.01% | +42+2.3% | Added |
| TD Private Client Wealth LLC | 1,876 | $587.0K | 0.02% | −703−27.3% | Reduced |
| Rockefeller Capital Management L.P. | 1,847 | $577.0K | 0.00% | −101−5.2% | Reduced |
| Wealth Alliance | 1,836 | $575.0K | 0.12% | −57−3.0% | Reduced |
| First Hawaiian Bank | 1,828 | $572.0K | 0.02% | −4−0.2% | Reduced |
| Penserra Capital Management LLC | 2,079 | $571.0K | 0.01% | +179+9.4% | Added |
| Cetera Investment Advisers | 1,818 | $569.0K | 0.01% | +6+0.3% | Added |
| Guggenheim Capital LLC | 1,816 | $568.0K | 0.00% | −816−31.0% | Reduced |
| Jackson Creek Investment Advisors LLC | 1,779 | $557.0K | 0.20% | +1,779 | New |
| Vestmark Advisory Solutions, Inc. | 1,764 | $552.0K | 0.03% | +247+16.3% | Added |
| CIBC Asset Management Inc | 1,754 | $549.0K | 0.00% | +181+11.5% | Added |
| Shelton Capital Management | 1,747 | $547.0K | 0.02% | −106−5.7% | Reduced |
| Hilltop Holdings Inc. | 1,673 | $523.0K | 0.05% | +260+18.4% | Added |
| Profund Advisors LLC | 1,655 | $518.0K | 0.02% | −114−6.4% | Reduced |
| Parkside Financial Bank & Trust | 1,652 | $517.0K | 0.13% | +1,322+400.6% | Added |
| Moody Lynn & Lieberson, LLC | 1,641 | $513.0K | 0.03% | +5+0.3% | Added |
| Webster Bank, N. A. | 1,621 | $507.0K | 0.05% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 1,599 | $500.0K | 0.16% | +11+0.7% | Added |
| Advisor Partners LLC | 1,543 | $483.0K | 0.03% | +67+4.5% | Added |
| Regentatlantic Capital LLC | 1,507 | $472.0K | 0.01% | +57+3.9% | Added |
| Moneta Group Investment Advisors LLC | 1,505 | $471.0K | 0.02% | +88+6.2% | Added |
| Balasa Dinverno & Foltz LLC | 1,480 | $463.0K | 0.03% | −149−9.1% | Reduced |
| Raymond James Trust N.A. | 1,450 | $453.0K | 0.01% | −160−9.9% | Reduced |
| Krane Funds Advisors LLC | 1,414 | $442.0K | 0.01% | −262−15.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,399 | $438.0K | 0.01% | −3−0.2% | Reduced |
| Astrantus Ltd | 1,400 | $438.0K | 0.33% | +1,400 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,377 | $431.0K | 0.09% | +1,377 | New |
| Quantinno Capital Management LP | 1,378 | $431.0K | 0.08% | +1,378 | New |
| Susquehanna Fundamental Investments, LLC | 1,375 | $430.0K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,360 | $425.0K | 0.03% | +1,360 | New |
| Alps Advisors Inc | 1,336 | $418.0K | 0.00% | +26+2.0% | Added |
| Ethic Inc. | 1,324 | $414.0K | 0.03% | −227−14.6% | Reduced |
| Voya Financial Advisors, Inc. | 1,323 | $409.0K | 0.05% | +5+0.4% | Added |
| National Asset Management, Inc. | 1,298 | $406.0K | 0.01% | −35−2.6% | Reduced |
| Sofos Investments, Inc. | 1,878 | $401.0K | 0.03% | +1,877+187,700.0% | Added |
| Symmetry Partners, LLC | 1,273 | $398.0K | 0.03% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 1,267 | $396.0K | 0.02% | −8−0.6% | Reduced |
| Simplex Trading, LLC | 1,259 | $393.0K | 0.01% | +552+78.1% | Added |
| Royal London Asset Management Ltd | 1,231 | $385.0K | 0.00% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 1,225 | $383.0K | 0.01% | −363−22.9% | Reduced |
| Avestar Capital, LLC | 1,193 | $373.0K | 0.07% | +77+6.9% | Added |
| CIBC World Markets Inc. | 1,192 | $373.0K | 0.00% | +170+16.6% | Added |
| Occudo Quantitative Strategies LP | 1,169 | $366.0K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 1,144 | $358.0K | 0.00% | +205+21.8% | Added |
| Umb Bank N A | 1,137 | $356.0K | 0.00% | −1,002−46.8% | Reduced |
| First Bank & Trust | 1,107 | $346.0K | 0.15% | +56+5.3% | Added |
| Two Sigma Advisers, LP | 1,100 | $344.0K | 0.00% | +1,100 | New |
| Fulcrum Equity Management | 1,091 | $341.0K | 0.13% | −29−2.6% | Reduced |
| Pendal Group Limited | 1,076 | $337.0K | 0.00% | +1,076 | New |
| Fifth Third Bancorp | 1,071 | $335.0K | 0.00% | +28+2.7% | Added |
| Washington Trust Bank | 1,022 | $320.0K | 0.03% | +106+11.6% | Added |
| Wealthfront Advisers LLC | 989 | $310.0K | 0.00% | +81+8.9% | Added |
| Flagship Harbor Advisors, LLC | 987 | $309.0K | 0.03% | +191+24.0% | Added |
| Veritable, L.P. | 979 | $306.0K | 0.00% | +979 | New |
| Coury Firm Asset Management LLC | 974 | $305.0K | 0.23% | +974 | New |
| Crescent Grove Advisors, LLC | 967 | $303.0K | 0.03% | +19+2.0% | Added |
| Integrated Wealth Concepts LLC | 970 | $303.0K | 0.01% | +164+20.3% | Added |
| Park National Corp | 965 | $302.0K | 0.01% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 953 | $298.0K | 0.08% | +953 | New |
| Lake Street Financial LLC | 946 | $296.0K | 0.05% | +946 | New |
| Commerce Bank | 942 | $295.0K | 0.00% | +65+7.4% | Added |
| Diversified Trust Co | 939 | $294.0K | 0.01% | +939 | New |
| Wealth Management Solutions, LLC | 935 | $293.0K | 0.15% | +935 | New |
| Aigen Investment Management, LP | 937 | $289.0K | 0.02% | +937 | New |
| Wakefield Asset Management LLLP | 919 | $288.0K | 0.10% | +42+4.8% | Added |
| M&T Bank Corp | 910 | $284.0K | 0.00% | +8+0.9% | Added |
| Verition Fund Management LLC | 903 | $283.0K | 0.00% | −962−51.6% | Reduced |
| Ellevest, Inc. | 903 | $283.0K | 0.03% | +1+0.1% | Added |
| Trexquant Investment LP | 906 | $283.0K | 0.02% | +906 | New |
| Longfellow Investment Management Co LLC | 864 | $271.0K | 0.04% | 00.0% | Unchanged |
| StoneX Group Inc. | 851 | $266.3K | 0.03% | +851 | New |
| Mayflower Financial Advisors, LLC | 828 | $259.0K | 0.03% | 00.0% | Unchanged |
| Unigestion Holding SA | 810 | $253.0K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 802 | $251.0K | 0.00% | +78+10.8% | Added |
| Canada Pension Plan Investment Board | 801 | $251.0K | 0.00% | +390+94.9% | Added |
| Autumn Glory Partners, LLC | 800 | $250.0K | 0.10% | +800 | New |
| Jefferies Group LLC | 798 | $249.7K | 0.00% | −68−7.9% | Reduced |
| 6 Meridian | 796 | $249.0K | 0.02% | +3+0.4% | Added |