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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, 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.

Institutional holdersQ1 2026: 772 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 heldQ1 2026: $13.9B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q4 2025.

Institutions holding WSO in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Coston, McIsaac & Partners2$00.00%00.0%Unchanged
Raleigh Capital Management Inc.0$250.00%0Unchanged
S&T Bank1$3640.00%00.0%Unchanged
Triumph Capital Management1$3640.00%00.0%Unchanged
Quaker Wealth Management, LLC1$3640.00%00.0%Unchanged
Valued Wealth Advisors LLC1$3640.00%00.0%Unchanged
Rakuten Securities, Inc.1$3640.00%00.0%Unchanged
American Capital Advisory, LLC1$3640.00%00.0%Unchanged
Seneschal Advisors, LLC1$3640.00%00.0%Unchanged
Albion Financial Group1$3640.00%+1New
Prestige Wealth Management Group LLC1$3640.00%+1New
Bare Financial Services, Inc1$3640.00%+1New
HFM Investment Advisors, LLC1$3640.00%+1New
Thurston, Springer, Miller, Herd & Titak, Inc.2$7270.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC2$7270.00%00.0%Unchanged
Key Financial Inc2$7280.00%−1−33.3%Reduced
Raffa Wealth Management, LLC2$7280.00%00.0%Unchanged
DecisionPoint Financial, LLC2$7280.00%00.0%Unchanged
PFS Partners, LLC2$7280.00%00.0%Unchanged
Millstone Evans Group, LLC2$7280.00%00.0%Unchanged
Sunrise Financial Services, LLC2$7280.00%00.0%Unchanged
Basecamp Wealth Advisors LLC2$7280.00%00.0%Unchanged
1015 Capital Partners, LLC2$7280.00%+1+100.0%Added
Quent Capital, LLC2$7950.00%00.0%Unchanged
CX Institutional4$1.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.3$1.09K0.00%00.0%Unchanged
Cromwell Holdings LLC3$1.09K0.00%00.0%Unchanged
Cornerstone Financial Management LLC3$1.09K0.00%00.0%Unchanged
Vermillion Wealth Management, Inc.3$1.09K0.00%+3New
MidFirst Bank3$1.09K0.00%+3New
True Wealth Design, LLC3$1.09K0.00%+1+50.0%Added
Scarborough Advisors, LLC3$1.21K0.00%+3New
Imprint Wealth LLC4$1.46K0.01%00.0%Unchanged
Aspect Partners, LLC4$1.46K0.00%00.0%Unchanged
SBI Securities Co., Ltd.4$1.46K0.00%+2+100.0%Added
Principia Wealth Advisory, LLC4$1.46K0.00%+2+100.0%Added
MV Capital Management, Inc.4$1.46K0.00%00.0%Unchanged
Crewe Advisors LLC4$1.46K0.00%00.0%Unchanged
Signature Equity Partners, LLC4$1.54K0.00%00.0%Unchanged
Dunhill Financial, LLC4$1.76K0.00%+3+300.0%Added
Bruce G. Allen Investments, LLC5$1.82K0.00%−3−37.5%Reduced
Magnolia Wealth Management, LLC5$1.82K0.00%+5New
First Pacific Financial5$1.85K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC6$2.18K0.00%00.0%Unchanged
Private Wealth Management Group, LLC6$2.18K0.00%00.0%Unchanged
Hughes Financial Services, LLC6$2.18K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$2.18K0.00%+1+20.0%Added
Essential Partners LLC6$2.18K0.00%+1+20.0%Added
Wall Street Financial Group, Inc.7$2.55K0.00%+7New
Copia Wealth Management8$2.91K0.00%00.0%Unchanged
LGT Financial Advisors LLC8$2.91K0.01%00.0%Unchanged
Philadelphia Investment Partners, LLC8$2.96K0.00%+8New
Hilton Head Capital Partners, LLC9$3.27K0.00%00.0%Unchanged
SJS Investment Consulting Inc.9$3.27K0.00%+5+125.0%Added
Sound Income Strategies, LLC9$3.38K0.00%00.0%Unchanged
First Command Advisory Services, Inc.10$3.64K0.00%00.0%Unchanged
JNBA Financial Advisors10$3.64K0.00%+10New
ZRC Wealth Management, LLC10$3.64K0.00%+10New
Wolff Wiese Magana LLC11$4.00K0.00%00.0%Unchanged
Addison Advisors LLC11$4.00K0.00%00.0%Unchanged
Grove Bank & Trust11$4.00K0.00%00.0%Unchanged
Leonteq Securities AG12$4.37K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC12$4.37K0.00%00.0%Unchanged
Cornerstone Planning Group LLC11$4.63K0.00%+5+83.3%Added
Sunbelt Securities, Inc.13$4.73K0.00%+1+8.3%Added
Cassaday & Co Wealth Management LLC13$4.73K0.00%+13New
High Note Wealth, LLC14$5.09K0.00%00.0%Unchanged
Kemnay Advisory Services Inc.14$5.09K0.00%+14New
Napier Financial, LLC14$5.09K0.00%+14New
TD Capital Management LLC15$5.30K0.00%+1+7.1%Added
Bell Investment Advisors, Inc15$5.46K0.00%00.0%Unchanged
Ancora Advisors, LLC15$5.46K0.00%00.0%Unchanged
Financial Consulate, Inc15$5.46K0.00%+4+36.4%Added
Sachetta, LLC15$5.46K0.00%+13+650.0%Added
Financial Life Planners16$5.75K0.00%+16New
Transamerica Financial Advisors, Inc.16$5.82K0.00%+8+100.0%Added
MBM Wealth Consultants, LLC16$5.82K0.00%+16New
Zions Bancorporation, National Association17$6.18K0.00%+11+183.3%Added
Strategic Wealth Partners, Ltd.18$6.39K0.00%+2+12.5%Added
Rosenberg Matthew Hamilton18$6.55K0.00%−17−48.6%Reduced
McIlrath & Eck, LLC18$6.55K0.00%00.0%Unchanged
Greykasell Wealth Strategies, Inc.18$6.55K0.00%00.0%Unchanged
Noble Wealth Management PBC18$6.55K0.00%00.0%Unchanged
CVA Family Office, LLC18$6.55K0.00%+12+200.0%Added
SHP Wealth Management19$6.91K0.00%+2+11.8%Added
Smithfield Trust Co20$7.00K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.21$7.64K0.00%−3−12.5%Reduced
Atlantic Trust, LLC21$7.64K0.00%00.0%Unchanged
Advocate Investing Services LLC21$7.64K0.01%00.0%Unchanged
Birchwood Financial Partners, Inc.21$7.64K0.01%+21New
Fortitude Family Office, LLC22$8.00K0.00%+22New
Bartlett & Co. Wealth Management LLC20$8.30K0.00%−10−33.3%Reduced
Rothschild Investment LLC23$8.37K0.00%+22+2,200.0%Added
Meeder Asset Management Inc24$8.73K0.00%−1−4.0%Reduced
Meramec Financial Planners, LLC20$8.77K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.25$9.10K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.26$9.46K0.01%00.0%Unchanged
Broadwater Capital Management LLC30$10.1K0.01%00.0%Unchanged
AdvisorNet Financial, Inc28$10.2K0.00%−3−9.7%Reduced
Twin Peaks Wealth Advisors, LLC28$10.2K0.00%+28New