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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

Q1 2026 vs. Q4 2025

How the institutions holding Watsco Inc changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of WSO: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders76813772+17
Shares37.4M3.95M38.3M+4.82M (+14.4%)
Value$12.6B$1.33B$13.9B+$2.63B (+23.3%)

13 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (100)

Institutions that held Watsco Inc at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to WSO in Q1 2026
InstitutionSharesValue% of portfolio
Capital Research Global Investors1,898,603$690.7M0.11%
Vanguard Portfolio Management LLC1,751,054$637.0M0.03%
Vanguard Capital Management LLC1,567,499$570.2M0.01%
Vanguard Fiduciary Trust Co216,751$78.9M0.02%
SG Capital Management LLC161,191$58.6M4.83%
Junto Capital Management LP145,151$52.8M1.12%
CIBC Bancorp USA Inc.127,904$46.5M0.06%
DDD Partners, LLC50,496$18.4M1.27%
Intrinsic Edge Capital Management LLC40,000$14.6M2.65%
Susquehanna International Group, LLP25,075$9.12M0.01%
Freestone Grove Partners LP23,359$8.50M0.06%
Vanguard Asset Management, Ltd17,341$6.31M0.01%
Vanguard Investments Australia, Ltd.16,021$5.83M0.02%
Marshall Wace, LLP14,330$5.21M0.01%
Vanguard Global Advisers, LLC14,168$5.15M0.00%
Westfield Capital Management Co LP9,822$3.57M0.01%
Cambiar Investors LLC9,147$3.33M0.15%
Tredje AP-fonden8,497$3.09M0.02%
IFM Investors Pty Ltd7,461$2.71M0.02%
Hosking Partners LLP7,092$2.58M0.09%
SEB Asset Management AB6,993$2.54M0.01%
Worldquant Millennium Advisors LLC6,418$2.33M0.01%
Atom Investors LP5,848$2.13M0.15%
Ilmarinen Mutual Pension Insurance Co5,096$1.85M0.01%
Arrowstreet Capital, Limited Partnership4,630$1.68M0.00%
Centiva Capital, LP3,965$1.44M0.07%
Eurizon Capital SGR S.p.A.3,958$1.44M0.00%
Jain Global LLC3,363$1.22M0.02%
TradeLink Capital LLC3,057$1.14M8.59%
Warren Averett Asset Management, LLC3,100$1.13M0.01%
Tocqueville Asset Management L.P.3,000$1.09M0.02%
Roundview Capital LLC2,181$793.4K0.05%
Hancock Whitney Corp1,923$702.7K0.01%
WoodTrust Financial Corp1,825$664.0K0.09%
Park Avenue Securities LLC1,714$623.0K0.00%
Harrell Investment Partners, LLC1,669$607.2K0.14%
Integrated Wealth Concepts LLC1,513$550.5K0.00%
Nicolet Bankshares Inc1,326$498.6K0.02%
Voya Financial Advisors, Inc.1,424$494.4K0.05%
Ritholtz Wealth Management1,320$480.2K0.01%
Unified Investment Management1,312$477.3K0.49%
Saudi Central Bank1,289$468.9K0.01%
Empowered Funds, LLC1,239$450.7K0.00%
Citizens Business Bank1,239$450.7K0.07%
Two Sigma Securities, LLC1,214$441.6K0.05%
Significant Wealth Partners LLC1,154$419.8K0.52%
Patten Group, Inc.1,134$412.5K0.07%
Texas Yale Capital Corp.1,042$379.1K0.01%
Ballentine Partners, LLC1,029$374.3K0.01%
Osmosis Investment Management UK Ltd1,004$365.2K0.01%
Autumn Glory Partners, LLC950$345.6K0.13%
Simon Quick Advisors, LLC923$335.8K0.02%
Lombard Odier Asset Management (USA) Corp886$322.3K0.17%
Apollon Wealth Management, LLC719$261.6K0.00%
Advisory Services Network, LLC689$250.7K0.00%
Roehl & Yi Investment Advisors, LLC680$247.4K0.09%
Thrive Wealth Management, LLC676$245.9K0.04%
Fisher Asset Management, LLC667$242.9K0.00%
Catalyst Funds Management Pty Ltd645$234.6K0.04%
Apella Capital, LLC539$231.9K0.00%
Journey Strategic Wealth LLC634$230.6K0.01%
RiverFront Investment Group, LLC610$221.9K0.00%
Fundamentun, LLC603$219.4K0.01%
Ashton Thomas Private Wealth, LLC601$218.6K0.01%
DV Trading LLC600$218.3K0.02%
Laird Norton Trust Company, LLC589$214.5K0.00%
Oslo Pensjonsforsikring AS587$213.5K0.03%
Eagle Global Advisors LLC586$213.3K0.01%
Boyar Asset Management Inc.583$212.1K0.12%
Biltmore Family Office, LLC582$211.7K0.03%
DC Investments Management, LLC567$206.3K0.08%
Independent Wealth Network Inc.553$201.2K0.06%
Legacy Trust551$200.4K0.04%
Mather Group, LLC.231$84.0K0.00%
FNY Investment Advisers, LLC200$72.0K0.03%
Strengthening Families & Communities, LLC86$31.4K0.01%
Elequin Capital LP80$29.1K0.00%
Beacon Investment Advisory Services, Inc.70$25.5K0.00%
Manchester Capital Management LLC69$25.1K0.00%
Main Street Group, LTD35$12.7K0.00%
Twin Peaks Wealth Advisors, LLC28$10.2K0.00%
Fortitude Family Office, LLC22$8.00K0.00%
Birchwood Financial Partners, Inc.21$7.64K0.01%
MBM Wealth Consultants, LLC16$5.82K0.00%
Financial Life Planners16$5.75K0.00%
Napier Financial, LLC14$5.09K0.00%
Kemnay Advisory Services Inc.14$5.09K0.00%
Cassaday & Co Wealth Management LLC13$4.73K0.00%
JNBA Financial Advisors10$3.64K0.00%
ZRC Wealth Management, LLC10$3.64K0.00%
Philadelphia Investment Partners, LLC8$2.96K0.00%
Wall Street Financial Group, Inc.7$2.55K0.00%
Magnolia Wealth Management, LLC5$1.82K0.00%
Scarborough Advisors, LLC3$1.21K0.00%
Vermillion Wealth Management, Inc.3$1.09K0.00%
MidFirst Bank3$1.09K0.00%
Albion Financial Group1$3640.00%
Prestige Wealth Management Group LLC1$3640.00%
Bare Financial Services, Inc1$3640.00%
HFM Investment Advisors, LLC1$3640.00%

Sold out (83)

Institutions that held Watsco Inc at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of WSO in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Two Sigma Advisers, LP234,580$79.0M
Voloridge Investment Management, LLC120,497$40.6M
D. E. Shaw & Co., Inc.62,727$21.1M
Tudor Investment Corp Et Al61,054$20.6M
Trexquant Investment LP12,236$4.12M
SummitTX Capital, L.P.9,756$3.29M
Nicola Wealth Management Ltd.8,000$2.70M
Skandinaviska Enskilda Banken AB (publ)6,931$2.34M
Occudo Quantitative Strategies LP6,669$2.25M
Regents Gate Capital LLP6,430$2.17M
Jefferies Financial Group Inc.6,188$2.09M
Weiss Asset Management LP5,519$1.86M
Northwest & Ethical Investments L.P.4,555$1.53M
Squarepoint Ops LLC4,497$1.52M
Bank Julius Baer & Co. Ltd, Zurich3,948$1.35M
Campbell & CO Investment Adviser LLC3,775$1.27M
Alberta Investment Management Corp3,700$1.25M
Schonfeld Strategic Advisors LLC3,696$1.25M
Lee Financial Co3,665$1.23M
Bradley Foster & Sargent Inc3,026$1.02M
Ethic Inc.2,819$949.8K
Capital International Sarl2,709$912.8K
Cynosure Management, LLC2,632$886.9K
Gsa Capital Partners LLP2,163$729.0K
FORA Capital, LLC1,584$533.7K
Quantitative Investment Management, LLC1,543$519.0K
Rakuten Investment Management, Inc.1,479$516.2K
Atomi Financial Group, Inc.1,486$500.7K
Levin Capital Strategies, L.P.1,400$471.7K
Baader Bank INC1,384$466.3K
Scientech Research LLC1,183$398.6K
Teacher Retirement System of Texas1,155$389.2K
Prelude Capital Management, LLC1,128$380.1K
Illinois Municipal Retirement Fund1,122$378.1K
Kestra Advisory Services, LLC1,118$376.9K
Parr McKnight Wealth Management Group, LLC1,057$356.2K
Obermeyer Wood Investment Counsel, LLLP1,024$345.0K
Axxcess Wealth Management, LLC997$335.9K
Heritage Family Offices, LLP861$290.3K
Fieldview Capital Management, LLC838$282.4K
StoneX Group Inc.806$271.6K
Aigen Investment Management, LP733$247.0K
Haverford Trust Co710$239.2K
TrueMark Investments, LLC706$237.9K
Somerville Kurt F700$235.9K
Capital Group Private Client Services, Inc.684$230.5K
Ellevest, Inc.675$227.4K
Pinnacle Financial Partners, Inc.671$226.1K
Marble Wealth, LLC635$214.0K
Principal Securities, Inc.632$213.0K
Axq Capital, LP632$213.0K
Canada Pension Plan Investment Board620$208.9K
Alpine Global Management, LLC615$207.2K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main420$141.5K
Fideuram Asset Management (Ireland) dac295$117.7K
Evermay Wealth Management LLC295$99.4K
LRI Investments, LLC231$77.8K
Roble, Belko & Company, Inc171$58.0K
Commonwealth Retirement Investments LLC132$44.5K
Bayforest Capital Ltd127$42.8K
Strategic Advocates LLC123$42.2K
MTM Investment Management, LLC117$39.4K
Laurel Wealth Advisors LLC111$37.4K
Flagship Harbor Advisors, LLC94$31.9K
Quest Partners LLC88$29.7K
SageView Advisory Group, LLC78$26.3K
Chilton Capital Management LLC76$25.6K
Optiver Holding B.V.74$24.9K
Elyxium Wealth, LLC62$20.9K
TCTC Holdings, LLC56$18.9K
IFC & Insurance Marketing, Inc.51$17.0K
BOK Financial Private Wealth, Inc.35$11.8K
Wealth Watch Advisors, INC23$7.75K
CBIZ Investment Advisory Services, LLC18$6.07K
Wealth Preservation Advisors, LLC16$5.39K
Pingora Partners LLC15$5.05K
Tucker Asset Management LLC7$2.36K
Johnson Financial Group, Inc.5$1.69K
Turning Point Benefit Group, Inc.5$1.68K
South State Corp.4$1.35K
Spire Wealth Management3$1.18K
Lloyd Advisory Services, LLC.2$731
Key Capital Management, INC1$337

Not filed for Q1 2026 yet (13)

Institutions that held Watsco Inc at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WSO in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc3,523,522$1.19B
Norges Bank328,989$110.9M
Comerica Bank45,756$15.4M
FineMark National Bank & Trust20,823$7.02M
CIBC Private Wealth Group, LLC11,246$3.79M
Forsta Ap-Fonden8,600$2.90M
CIBC World Markets Corp4,911$1.65M
David Loasby951$357.8K
Clarius Group, LLC1,000$336.9K
Global Retirement Partners, LLC428$144.2K
Trust Co of Vermont240$80.9K
Ransom Advisory, Ltd67$22.6K
Litman Gregory Asset Management LLC1$337