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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2021: 521 institutions
Q1 2021: 464 institutionsQ2 2021: 475 institutionsQ3 2021: 478 institutionsQ4 2021: 521 institutionsQ1 2022: 495 institutionsQ2 2022: 516 institutionsQ3 2022: 538 institutionsQ4 2022: 568 institutionsQ1 2023: 615 institutionsQ2 2023: 677 institutionsQ3 2023: 683 institutionsQ4 2023: 727 institutionsQ1 2024: 746 institutionsQ2 2024: 778 institutionsQ3 2024: 789 institutionsQ4 2024: 822 institutionsQ1 2025: 840 institutionsQ2 2025: 807 institutionsQ3 2025: 780 institutionsQ4 2025: 768 institutionsQ1 2026: 772 institutionsQ2 2026: 787 institutions
Value heldQ4 2021: $9.61B
Q1 2021: $8.06BQ2 2021: $8.80BQ3 2021: $8.12BQ4 2021: $9.61BQ1 2022: $9.46BQ2 2022: $7.74BQ3 2022: $8.59BQ4 2022: $8.51BQ1 2023: $11.0BQ2 2023: $13.5BQ3 2023: $13.7BQ4 2023: $15.3BQ1 2024: $15.6BQ2 2024: $16.7BQ3 2024: $17.4BQ4 2024: $16.8BQ1 2025: $17.9BQ2 2025: $15.3BQ3 2025: $14.6BQ4 2025: $12.6BQ1 2026: $13.9BQ2 2026: $15.7B
Institutions holding WSO and their total value by quarter
QuarterHoldersValue
Q2 2026787$15.7B
Q1 2026772$13.9B
Q4 2025768$12.6B
Q3 2025780$14.6B
Q2 2025807$15.3B
Q1 2025840$17.9B
Q4 2024822$16.8B
Q3 2024789$17.4B
Q2 2024778$16.7B
Q1 2024746$15.6B
Q4 2023727$15.3B
Q3 2023683$13.7B
Q2 2023677$13.5B
Q1 2023615$11.0B
Q4 2022568$8.51B
Q3 2022538$8.59B
Q2 2022516$7.74B
Q1 2022495$9.46B
Q4 2021521$9.61B
Q3 2021478$8.12B
Q2 2021475$8.80B
Q1 2021464$8.06B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q3 2021.

Institutions holding WSO in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Wealthspire Advisors, LLC792$248.0K0.01%+792New
Delphia (USA) Inc.791$247.0K0.26%+791New
CWM Advisors, LLC781$244.0K0.03%−3,964−83.5%Reduced
JTC Employer Solutions Trusteee Ltd780$244.0K0.03%00.0%Unchanged
Signaturefd, LLC752$235.0K0.01%+72+10.6%Added
Cigna Investments Inc743$232.0K0.02%−230−23.6%Reduced
Ci Investments Inc.735$230.0K0.00%−458−38.4%Reduced
Taylor Hoffman Wealth Management729$228.0K0.09%+729New
Fort, L.P.726$227.0K0.07%−2,018−73.5%Reduced
Quadrature Capital Ltd715$224.0K0.01%−3,533−83.2%Reduced
Gladius Capital Management LP704$221.0K0.07%+704New
Fort Point Capital Partners LLC706$221.0K0.03%+706New
Campbell & CO Investment Adviser LLC700$219.0K0.08%+700New
First Horizon Advisors, Inc.698$217.0K0.01%−31−4.3%Reduced
Belpointe Asset Management LLC676$211.0K0.01%+2+0.3%Added
Woodstock Corp675$211.0K0.02%+675New
MAI Capital Management667$209.0K0.00%+667New
Triad Investment Management659$206.0K0.19%+659New
River Wealth Advisors LLC653$204.0K0.03%+653New
Affinity Investment Advisors, LLC650$203.0K0.08%+650New
Ergoteles LLC647$202.0K0.01%+647New
Heritage Wealth Advisors643$201.0K0.01%00.0%Unchanged
Central Trust Co632$198.0K0.01%+332+110.7%Added
FourThought Financial, LLC624$195.0K0.02%00.0%Unchanged
JJJ Advisors Inc.544$170.0K0.05%+73+15.5%Added
Bedel Financial Consulting, Inc.500$156.0K0.05%00.0%Unchanged
Twin Tree Management, LP478$150.0K0.00%−8,130−94.4%Reduced
Signet Financial Management, LLC433$135.0K0.02%+433New
American Research & Management Co.400$125.0K0.03%00.0%Unchanged
KBC Group NV381$119.0K0.00%00.0%Unchanged
First Manhattan Co360$112.0K0.00%00.0%Unchanged
CWM, LLC313$98.0K0.00%+313New
Covestor Ltd308$96.0K0.13%+308New
Huntington National Bank301$95.0K0.00%+235+356.1%Added
Aquatic Capital Management LLC300$94.0K0.18%+300New
Ellis Investment Partners, LLC298$93.0K0.02%00.0%Unchanged
IFP Advisors, Inc258$82.0K0.00%+51+24.6%Added
Proequities, Inc.248$78.0K0.00%−15−5.7%Reduced
Endurance Wealth Management, Inc.245$77.0K0.01%−24−8.9%Reduced
Cedar Wealth Management, LLC230$72.0K0.03%00.0%Unchanged
American Portfolios Advisors206$64.5K0.00%+4+2.0%Added
Graves-Light Private Wealth Management, Inc.204$64.0K0.01%00.0%Unchanged
Private Capital Group, LLC179$56.0K0.01%00.0%Unchanged
National Bank of Canada179$56.0K0.00%+179New
BerganKDV Wealth Management, LLC179$56.0K0.01%+179New
HM Payson & Co176$55.0K0.00%+14+8.6%Added
Snowden Capital Advisors LLC171$53.0K0.00%+171New
Fortitude Advisory Group L.L.C.162$51.0K0.03%+162New
Resources Management Corp150$47.0K0.01%00.0%Unchanged
Spire Wealth Management129$40.0K0.00%+67+108.1%Added
Concord Wealth Partners124$39.0K0.01%+124New
Quadrant Capital Group LLC123$38.0K0.00%+7+6.0%Added
Massmutual Trust Co FSB114$36.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc115$36.0K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC115$36.0K0.01%+40+53.3%Added
Lumature Wealth Partners, LLC112$35.0K0.01%+24+27.3%Added
Gemmer Asset Management LLC101$32.0K0.00%00.0%Unchanged
Covington Capital Management100$31.0K0.00%00.0%Unchanged
Whittier Trust Co100$31.0K0.00%+100New
High Net Worth Advisory Group LLC100$31.0K0.01%+100New
Washington Trust Advisors, Inc.96$30.0K0.00%+96New
Accel Wealth Management89$28.0K0.01%+89New
Vigilant Capital Management, LLC87$27.0K0.00%00.0%Unchanged
Harbour Investments, Inc.80$25.0K0.00%−163−67.1%Reduced
Fieldpoint Private Securities, LLC80$25.0K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC76$24.0K0.00%00.0%Unchanged
HC Financial Advisors Inc66$21.0K0.01%00.0%Unchanged
Bell Investment Advisors, Inc66$21.0K0.01%+17+34.7%Added
West Branch Capital LLC63$20.0K0.01%00.0%Unchanged
Carolinas Wealth Consulting LLC64$20.0K0.00%00.0%Unchanged
Sageworth Trust Co of South Dakota64$20.0K0.03%+64New
Hall Laurie J Trustee60$19.0K0.01%00.0%Unchanged
Rather & Kittrell, Inc.58$18.0K0.02%+58New
Disciplined Investments, LLC55$17.0K0.01%+55New
PSI Advisors, LLC50$16.0K0.01%00.0%Unchanged
Jones Financial Companies LLLP49$15.0K0.00%00.0%Unchanged
Assetmark, Inc47$15.0K0.00%+46+4,600.0%Added
Legacy Bridge, LLC40$13.0K0.01%00.0%Unchanged
Carroll Financial Associates, Inc.41$12.0K0.00%−7−14.6%Reduced
Delta Asset Management LLC36$11.0K0.00%−10−21.7%Reduced
Rosenberg Matthew Hamilton35$11.0K0.00%00.0%Unchanged
American National Bank32$10.0K0.00%00.0%Unchanged
Zullo Investment Group, Inc.31$10.0K0.01%+31New
Lindbrook Capital, LLC28$9.00K0.00%00.0%Unchanged
Sierra Capital LLC30$9.00K0.00%+5+20.0%Added
Geneos Wealth Management Inc.29$9.00K0.00%+8+38.1%Added
Bessemer Group Inc29$9.00K0.00%+15+107.1%Added
Country Trust Bank30$9.00K0.00%+30New
Versant Capital Management, Inc26$8.00K0.00%−2−7.1%Reduced
Key Financial Inc24$8.00K0.00%00.0%Unchanged
NEXT Financial Group, Inc25$8.00K0.00%+11+78.6%Added
Earnest Partners LLC23$7.00K0.00%00.0%Unchanged
Sandy Spring Bank23$7.00K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.21$6.54K0.00%+21New
Sageworth Trust Co20$6.00K0.00%−70−77.8%Reduced
Smithfield Trust Co20$6.00K0.00%00.0%Unchanged
JNBA Financial Advisors19$6.00K0.00%00.0%Unchanged
Glassman Wealth Services19$6.00K0.00%00.0%Unchanged
Aspire Private Capital, LLC18$6.00K0.00%00.0%Unchanged
Dark Forest Capital Management LP19$6.00K0.00%+3+18.8%Added