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 $15.8B in total; superinvestors Markel Group and Giverny Capital hold it.
Other share classesWSO.B
13F holders, Q2 2026
Institutional positions in Watsco Inc as of Jun 30, 2026. 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
- 787
- +25 vs. Q1 2026
- Shares held
- 38.0M
- −52.9K (−0.1%) vs. Q1 2026
- Total value
- $15.8B
- +$1.99B (+14.3%) vs. Q1 2026
- New holders
- 96
- 248 more added
- Sold out
- 71
- 303 more reduced
10 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | $15.8B |
| Q1 2026 | 772 | $13.9B |
| Q4 2025 | 768 | $12.7B |
| Q3 2025 | 780 | $14.7B |
| Q2 2025 | 807 | $15.4B |
| Q1 2025 | 840 | $18.0B |
| Q4 2024 | 822 | $16.8B |
| Q3 2024 | 789 | $17.7B |
| Q2 2024 | 778 | $16.9B |
| Q1 2024 | 746 | $16.1B |
| Q4 2023 | 727 | $15.6B |
| Q3 2023 | 683 | $13.7B |
| Q2 2023 | 677 | $13.5B |
| Q1 2023 | 615 | $11.4B |
| Q4 2022 | 569 | $8.51B |
| Q3 2022 | 539 | $8.60B |
| Q2 2022 | 516 | $7.79B |
| Q1 2022 | 495 | $9.46B |
| Q4 2021 | 521 | $9.62B |
| Q3 2021 | 478 | $8.13B |
| Q2 2021 | 476 | $8.80B |
| Q1 2021 | 464 | $8.06B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,192,919 | $1.75B | 0.03% | +102,864+2.5% | Added |
| Capital International Investors | 3,485,525 | $1.45B | 0.30% | +8,294+0.2% | Added |
| Capital Research Global Investors | 1,902,230 | $792.7M | 0.11% | +3,627+0.2% | Added |
| Vanguard Portfolio Management LLC | 1,770,531 | $737.8M | 0.03% | +19,477+1.1% | Added |
| FMR LLC | 1,705,273 | $710.6M | 0.03% | −185,049−9.8% | Reduced |
| Vanguard Capital Management LLC | 1,579,210 | $658.1M | 0.01% | +11,711+0.7% | Added |
| Charles Schwab Investment Management Inc | 1,459,768 | $607.9M | 0.08% | +119,367+8.9% | Added |
| State Street Corp | 1,323,011 | $551.3M | 0.02% | +49,070+3.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,134,361 | $472.7M | 1.47% | −194,844−14.7% | Reduced |
| Baillie Gifford & Co | 1,129,536 | $470.7M | 0.43% | −7,722−0.7% | Reduced |
| Morgan Stanley | 902,406 | $376.1M | 0.02% | +11,414+1.3% | Added |
| Geode Capital Management, LLC | 659,265 | $274.2M | 0.01% | +5,235+0.8% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 597,750 | $249.1M | 1.90% | +15,581+2.7% | Added |
| Blair William & Co | 564,024 | $235.0M | 0.61% | −18,676−3.2% | Reduced |
| Davenport & Co LLC | 530,366 | $220.1M | 1.12% | −14,912−2.7% | Reduced |
| Wells Fargo & Company | 398,839 | $166.2M | 0.03% | −22,349−5.3% | Reduced |
| Raymond James Financial Inc | 386,397 | $161.0M | 0.04% | −40,508−9.5% | Reduced |
| UBS Group AG | 360,182 | $150.1M | 0.02% | −2,945−0.8% | Reduced |
| Norges Bank | 340,450 | $141.9M | 0.01% | +340,450 | New |
| Capital World Investors | 339,018 | $141.3M | 0.02% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 333,871 | $139.1M | 0.01% | −226,801−40.5% | Reduced |
| Northern Trust Corp | 333,627 | $139.0M | 0.02% | +8,321+2.6% | Added |
| Hamlin Capital Management, LLC | 304,324 | $126.8M | 2.85% | −33,011−9.8% | Reduced |
| Captrust Financial Advisors | 299,013 | $124.6M | 0.19% | −31,870−9.6% | Reduced |
| Bank of America Corp | 286,256 | $119.3M | 0.01% | +46,650+19.5% | Added |
| Bahl & Gaynor Inc | 267,656 | $111.5M | 0.51% | +5,732+2.2% | Added |
| Envestnet Asset Management Inc | 260,848 | $108.7M | 0.03% | −31,508−10.8% | Reduced |
| Principal Financial Group Inc | 246,130 | $102.6M | 0.05% | +71,579+41.0% | Added |
| Dimensional Fund Advisors LP | 235,277 | $98.0M | 0.02% | +8,360+3.7% | Added |
| Bank of New York Mellon Corp | 235,013 | $97.9M | 0.02% | −16,765−6.7% | Reduced |
| Caledonia Investments PLC | 232,927 | $97.1M | 10.99% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 221,702 | $92.4M | 0.02% | +4,951+2.3% | Added |
| Welch & Forbes LLC | 209,280 | $87.2M | 1.06% | −525−0.3% | Reduced |
| JPMorgan Chase & Co | 207,064 | $85.0M | 0.00% | +5,765+2.9% | Added |
| Brown Brothers Harriman & Co | 203,204 | $84.7M | 0.37% | −22,792−10.1% | Reduced |
| Findlay Park Partners LLP | 188,840 | $78.7M | 1.06% | +188,840 | New |
| Anchor Capital Advisors LLC | 183,496 | $76.5M | 1.07% | +92,118+100.8% | Added |
| Donaldson Capital Management, LLC | 166,210 | $69.3M | 1.98% | +3,571+2.2% | Added |
| Dearborn Partners LLC | 172,936 | $67.3M | 1.86% | +83,346+93.0% | Added |
| Ameriprise Financial Inc | 160,683 | $67.0M | 0.01% | +92,111+134.3% | Added |
| Brown Advisory Inc | 151,676 | $63.2M | 0.10% | +48,776+47.4% | Added |
| Renaissance Technologies LLC | 151,160 | $63.0M | 0.09% | −65,240−30.1% | Reduced |
| Royal Bank of Canada | 148,207 | $61.8M | 0.01% | +4,034+2.8% | Added |
| CI Private Wealth, LLC | 144,919 | $60.4M | 0.08% | +1,703+1.2% | Added |
| Citigroup Inc | 139,518 | $58.1M | 0.03% | +54,066+63.3% | Added |
| UBS Asset Management Americas Inc | 135,045 | $56.3M | 0.01% | −14,647−9.8% | Reduced |
| Wellington Management Group LLP | 132,056 | $55.0M | 0.01% | −8,114−5.8% | Reduced |
| Epoch Investment Partners, Inc. | 131,903 | $55.0M | 0.31% | −1,566−1.2% | Reduced |
| Neuberger Berman Group LLC | 130,302 | $54.3M | 0.04% | −180−0.1% | Reduced |
| Benjamin Edwards Inc | 128,444 | $53.5M | 0.49% | −13,457−9.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 123,775 | $51.6M | 0.19% | −23,605−16.0% | Reduced |
| CIBC Bancorp USA Inc. | 121,392 | $50.6M | 0.06% | −6,512−5.1% | Reduced |
| Riverbridge Partners LLC | 120,334 | $50.1M | 1.40% | −11,404−8.7% | Reduced |
| Baird Financial Group, Inc. | 112,909 | $47.1M | 0.06% | −9,297−7.6% | Reduced |
| Rhumbline Advisers | 108,856 | $45.4M | 0.03% | +1,746+1.6% | Added |
| King Luther Capital Management Corp | 104,992 | $43.8M | 0.18% | −1,091−1.0% | Reduced |
| Kames Capital plc | 103,965 | $43.3M | 0.46% | −21,142−16.9% | Reduced |
| Stifel Financial Corp | 103,164 | $43.0M | 0.04% | −7,596−6.9% | Reduced |
| Pembroke Management, LTD | 101,328 | $42.2M | 2.99% | +49,450+95.3% | Added |
| Swiss National Bank | 98,564 | $41.1M | 0.02% | −3,920−3.8% | Reduced |
| Two Sigma Investments, LP | 95,682 | $39.9M | 0.03% | −204,414−68.1% | Reduced |
| Legal & General Group Plc | 94,084 | $39.2M | 0.01% | −9,670−9.3% | Reduced |
| Deutsche Bank AG | 92,175 | $38.4M | 0.01% | +28,298+44.3% | Added |
| Invesco Ltd. | 90,437 | $37.7M | 0.00% | +14,996+19.9% | Added |
| Swedbank AB | 87,004 | $36.3M | 0.03% | +28,790+49.5% | Added |
| Conestoga Capital Advisors, LLC | 80,975 | $33.7M | 0.73% | −40,929−33.6% | Reduced |
| Howland Capital Management LLC | 80,495 | $33.5M | 1.21% | −2,669−3.2% | Reduced |
| Fenimore Asset Management Inc | 80,217 | $33.4M | 0.69% | −754−0.9% | Reduced |
| Dudley & Shanley, Inc. | 78,012 | $32.5M | 4.91% | +22,320+40.1% | Added |
| Wilkinson Global Asset Management LLC | 75,839 | $31.6M | 2.51% | −2,245−2.9% | Reduced |
| Alps Advisors Inc | 71,021 | $29.6M | 0.14% | −446−0.6% | Reduced |
| AQR Capital Management LLC | 71,378 | $29.6M | 0.01% | +50,218+237.3% | Added |
| Capital Advisors Inc | 70,906 | $29.5M | 0.43% | −182−0.3% | Reduced |
| RMB Capital Management, LLC | 69,438 | $28.9M | 0.45% | +3,783+5.8% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 65,975 | $27.5M | 0.92% | +65,975 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 65,931 | $27.5M | 0.02% | −4,002−5.7% | Reduced |
| AE Wealth Management LLC | 65,866 | $27.4M | 0.13% | +64,879+6,573.4% | Added |
| Nuveen, LLC | 64,442 | $26.9M | 0.01% | −10,858−14.4% | Reduced |
| Natixis Advisors, L.P. | 64,009 | $26.7M | 0.03% | +784+1.2% | Added |
| Capital International Inc | 63,506 | $26.5M | 0.19% | −45−0.1% | Reduced |
| Gotham Asset Management, LLC | 63,068 | $26.3M | 0.06% | −500−0.8% | Reduced |
| Russell Investments Group, Ltd. | 59,266 | $24.7M | 0.02% | +2,683+4.7% | Added |
| Jones Financial Companies LLLP | 58,745 | $24.1M | 0.01% | +80+0.1% | Added |
| Geneva Capital Management LLC | 57,428 | $23.9M | 0.55% | −2,631−4.4% | Reduced |
| Handelsbanken Fonder AB | 52,480 | $21.9M | 0.06% | −258−0.5% | Reduced |
| DDD Partners, LLC | 50,426 | $21.0M | 1.31% | −70−0.1% | Reduced |
| Federated Hermes, Inc. | 50,409 | $21.0M | 0.03% | +5,987+13.5% | Added |
| Vident Advisory, LLC | 50,316 | $21.0M | 0.16% | +48,516+2,695.3% | Added |
| Amundi | 50,125 | $20.9M | 0.01% | +2,558+5.4% | Added |
| Heartland Advisors Inc | 49,860 | $20.8M | 0.93% | −1,733−3.4% | Reduced |
| California Public Employees Retirement System | 49,260 | $20.5M | 0.01% | +2,992+6.5% | Added |
| Nomura Asset Management International Inc. | 49,013 | $20.4M | 0.03% | −8,479−14.7% | Reduced |
| Retirement Systems of Alabama | 48,351 | $20.1M | 0.06% | −6,611−12.0% | Reduced |
| Bridgewater Associates, LP | 47,897 | $20.0M | 0.08% | +47,897 | New |
| California State Teachers Retirement System | 46,560 | $19.4M | 0.02% | −8,444−15.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 45,087 | $18.8M | 0.21% | −913−2.0% | Reduced |
| Victory Capital Management Inc | 44,475 | $18.5M | 0.01% | −2,081−4.5% | Reduced |
| Grace & White Inc | 42,200 | $17.6M | 2.78% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 47,739 | $17.4M | 0.01% | −265−0.6% | Reduced |
| Fifth Third Bancorp | 40,467 | $16.9M | 0.03% | −7,100−14.9% | Reduced |