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, Q1 2026
Institutional positions in Watsco Inc as of Mar 31, 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
- 772
- +17 vs. Q4 2025
- Shares held
- 38.3M
- +4.82M (+14.4%) vs. Q4 2025
- Total value
- $13.9B
- +$2.63B (+23.3%) vs. Q4 2025
- New holders
- 100
- 287 more added
- Sold out
- 83
- 242 more reduced
13 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,090,055 | $1.49B | 0.03% | +404,775+11.0% | Added |
| Capital International Investors | 3,477,231 | $1.26B | 0.30% | −1,165,662−25.1% | Reduced |
| Capital Research Global Investors | 1,898,603 | $690.7M | 0.11% | +1,898,603 | New |
| FMR LLC | 1,890,322 | $687.7M | 0.04% | −76,577−3.9% | Reduced |
| Vanguard Portfolio Management LLC | 1,751,054 | $637.0M | 0.03% | +1,751,054 | New |
| Vanguard Capital Management LLC | 1,567,499 | $570.2M | 0.01% | +1,567,499 | New |
| Charles Schwab Investment Management Inc | 1,340,401 | $487.2M | 0.07% | −219,564−14.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,329,205 | $483.6M | 1.42% | −77,679−5.5% | Reduced |
| State Street Corp | 1,273,941 | $463.4M | 0.02% | +33,305+2.7% | Added |
| Baillie Gifford & Co | 1,137,258 | $413.7M | 0.42% | +219,766+24.0% | Added |
| Morgan Stanley | 890,992 | $324.1M | 0.02% | +66,126+8.0% | Added |
| Geode Capital Management, LLC | 654,030 | $237.5M | 0.01% | +16,016+2.5% | Added |
| Blair William & Co | 582,700 | $212.0M | 0.61% | −92,740−13.7% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 582,169 | $211.8M | 1.77% | +4,500+0.8% | Added |
| Goldman Sachs Group Inc | 560,672 | $204.0M | 0.03% | +255,909+84.0% | Added |
| Davenport & Co LLC | 545,278 | $198.4M | 1.10% | +75,101+16.0% | Added |
| Raymond James Financial Inc | 426,905 | $155.3M | 0.05% | +33,035+8.4% | Added |
| Wells Fargo & Company | 421,188 | $153.2M | 0.03% | −5,167−1.2% | Reduced |
| UBS Group AG | 363,127 | $132.1M | 0.02% | +176,252+94.3% | Added |
| Capital World Investors | 339,018 | $123.3M | 0.02% | −95,000−21.9% | Reduced |
| Hamlin Capital Management, LLC | 337,335 | $122.7M | 2.96% | −2,987−0.9% | Reduced |
| Captrust Financial Advisors | 330,883 | $120.4M | 0.21% | −65,631−16.6% | Reduced |
| Northern Trust Corp | 325,306 | $118.3M | 0.02% | +6,144+1.9% | Added |
| Two Sigma Investments, LP | 300,096 | $109.2M | 0.09% | −104,707−25.9% | Reduced |
| Envestnet Asset Management Inc | 292,356 | $106.4M | 0.03% | +73,770+33.7% | Added |
| Bahl & Gaynor Inc | 261,924 | $95.3M | 0.48% | +1,138+0.4% | Added |
| Bank of New York Mellon Corp | 251,778 | $91.6M | 0.02% | −2,422−1.0% | Reduced |
| Bank of America Corp | 239,606 | $87.2M | 0.01% | +26,003+12.2% | Added |
| Caledonia Investments PLC | 232,927 | $84.7M | 9.89% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 226,917 | $82.5M | 0.02% | +1,670+0.7% | Added |
| Brown Brothers Harriman & Co | 225,996 | $82.2M | 0.44% | −4,996−2.2% | Reduced |
| Vanguard Fiduciary Trust Co | 216,751 | $78.9M | 0.02% | +216,751 | New |
| Renaissance Technologies LLC | 216,400 | $78.7M | 0.12% | −88,880−29.1% | Reduced |
| Welch & Forbes LLC | 209,805 | $76.3M | 0.99% | −913−0.4% | Reduced |
| JPMorgan Chase & Co | 201,299 | $70.2M | 0.00% | −13,503−6.3% | Reduced |
| Principal Financial Group Inc | 174,551 | $63.5M | 0.03% | +96,788+124.5% | Added |
| Vantage Investment Partners, LLC | 171,864 | $62.5M | 4.31% | +5,692+3.4% | Added |
| Donaldson Capital Management, LLC | 162,639 | $59.2M | 1.92% | +52,708+47.9% | Added |
| SG Capital Management LLC | 161,191 | $58.6M | 4.83% | +161,191 | New |
| UBS Asset Management Americas Inc | 149,692 | $54.5M | 0.01% | +21,114+16.4% | Added |
| Jacobs Levy Equity Management, Inc | 147,380 | $53.6M | 0.23% | −5,065−3.3% | Reduced |
| Junto Capital Management LP | 145,151 | $52.8M | 1.12% | +145,151 | New |
| Royal Bank of Canada | 144,173 | $52.4M | 0.01% | +6,517+4.7% | Added |
| CI Private Wealth, LLC | 143,216 | $52.0M | 0.07% | −2,189−1.5% | Reduced |
| Benjamin Edwards Inc | 141,901 | $51.6M | 0.51% | −3,230−2.2% | Reduced |
| Wellington Management Group LLP | 140,170 | $51.0M | 0.01% | −8,836−5.9% | Reduced |
| Epoch Investment Partners, Inc. | 133,469 | $48.6M | 0.29% | −1,662−1.2% | Reduced |
| Riverbridge Partners LLC | 131,738 | $47.9M | 1.17% | +62,328+89.8% | Added |
| Neuberger Berman Group LLC | 130,482 | $47.6M | 0.04% | −252,363−65.9% | Reduced |
| CIBC Bancorp USA Inc. | 127,904 | $46.5M | 0.06% | +127,904 | New |
| Kames Capital plc | 125,107 | $45.0M | 0.60% | +11,103+9.7% | Added |
| Baird Financial Group, Inc. | 122,206 | $44.5M | 0.07% | +12,597+11.5% | Added |
| Conestoga Capital Advisors, LLC | 121,904 | $44.3M | 0.89% | +6,336+5.5% | Added |
| Stifel Financial Corp | 110,760 | $40.3M | 0.04% | +7,256+7.0% | Added |
| Employees Retirement System of Texas | 107,201 | $39.0M | 0.34% | −5,400−4.8% | Reduced |
| Rhumbline Advisers | 107,110 | $39.0M | 0.03% | +3,746+3.6% | Added |
| King Luther Capital Management Corp | 106,083 | $38.6M | 0.17% | −10,903−9.3% | Reduced |
| Legal & General Group Plc | 103,754 | $37.7M | 0.01% | +3,302+3.3% | Added |
| Brown Advisory Inc | 102,900 | $37.4M | 0.06% | +100,418+4,045.9% | Added |
| Swiss National Bank | 102,484 | $37.3M | 0.02% | +6,840+7.2% | Added |
| Anchor Capital Advisors LLC | 91,378 | $33.2M | 0.95% | +5,986+7.0% | Added |
| Dearborn Partners LLC | 89,590 | $32.6M | 1.76% | −5,141−5.4% | Reduced |
| Citigroup Inc | 85,452 | $31.1M | 0.02% | −39,646−31.7% | Reduced |
| Howland Capital Management LLC | 83,164 | $30.3M | 1.20% | −697−0.8% | Reduced |
| Fenimore Asset Management Inc | 80,971 | $29.5M | 0.66% | +20,112+33.0% | Added |
| Wilkinson Global Asset Management LLC | 78,084 | $28.4M | 2.16% | −841−1.1% | Reduced |
| Invesco Ltd. | 75,441 | $27.4M | 0.00% | −2,895−3.7% | Reduced |
| Nuveen, LLC | 75,300 | $27.4M | 0.01% | +14,233+23.3% | Added |
| Alps Advisors Inc | 71,467 | $26.0M | 0.12% | +695+1.0% | Added |
| Capital Advisors Inc | 71,088 | $25.9M | 0.42% | +4,711+7.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 69,933 | $25.4M | 0.02% | +3,253+4.9% | Added |
| Ameriprise Financial Inc | 68,572 | $24.9M | 0.01% | +31,109+83.0% | Added |
| RMB Capital Management, LLC | 65,655 | $23.9M | 0.43% | −1,330−2.0% | Reduced |
| Deutsche Bank AG | 63,877 | $23.2M | 0.01% | −171−0.3% | Reduced |
| Gotham Asset Management, LLC | 63,568 | $23.1M | 0.07% | +36,706+136.6% | Added |
| Capital International Inc | 63,551 | $23.1M | 0.18% | +5,089+8.7% | Added |
| Natixis Advisors, L.P. | 63,225 | $23.0M | 0.03% | +6,249+11.0% | Added |
| Geneva Capital Management LLC | 60,059 | $21.8M | 0.46% | −7,460−11.0% | Reduced |
| Swedbank AB | 58,214 | $21.2M | 0.02% | +5,869+11.2% | Added |
| Nomura Asset Management International Inc. | 57,492 | $20.9M | 0.04% | −6,001−9.5% | Reduced |
| Russell Investments Group, Ltd. | 56,583 | $20.6M | 0.02% | +756+1.4% | Added |
| Jones Financial Companies LLLP | 58,665 | $20.4M | 0.01% | +56,412+2,503.9% | Added |
| Dudley & Shanley, Inc. | 55,692 | $20.3M | 3.31% | 00.0% | Unchanged |
| California State Teachers Retirement System | 55,004 | $20.0M | 0.02% | −1,236−2.2% | Reduced |
| Retirement Systems of Alabama | 54,962 | $20.0M | 0.07% | +901+1.7% | Added |
| Nordea Investment Management AB | 54,275 | $19.3M | 0.02% | −2,540−4.5% | Reduced |
| Handelsbanken Fonder AB | 52,738 | $19.2M | 0.06% | +11,080+26.6% | Added |
| Pembroke Management, LTD | 51,878 | $18.9M | 2.73% | +5,075+10.8% | Added |
| Heartland Advisors Inc | 51,593 | $18.8M | 0.96% | +6,442+14.3% | Added |
| DDD Partners, LLC | 50,496 | $18.4M | 1.27% | +50,496 | New |
| Great West Life Assurance Co | 49,542 | $18.1M | 0.03% | −1,370−2.7% | Reduced |
| Premier Fund Managers Ltd | 50,394 | $17.6M | 1.25% | −3,168−5.9% | Reduced |
| Amundi | 47,567 | $17.3M | 0.00% | −7,785−14.1% | Reduced |
| Fifth Third Bancorp | 47,567 | $17.3M | 0.03% | +45,972+2,882.3% | Added |
| Millennium Management LLC | 46,769 | $17.0M | 0.01% | +18,414+64.9% | Added |
| Victory Capital Management Inc | 46,556 | $16.9M | 0.01% | +534+1.2% | Added |
| California Public Employees Retirement System | 46,268 | $16.8M | 0.01% | −12,857−21.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 46,000 | $16.7M | 0.21% | +1,089+2.4% | Added |
| Alliancebernstein L.P. | 48,004 | $16.2M | 0.01% | −333−0.7% | Reduced |
| Federated Hermes, Inc. | 44,422 | $16.2M | 0.03% | −1,015−2.2% | Reduced |