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 |
|---|---|---|---|---|---|
| IMG Wealth Management, Inc. | 29 | $10.6K | 0.01% | −23−44.2% | Reduced |
| WPG Advisers, LLC | 29 | $10.6K | 0.01% | +4+16.0% | Added |
| Geneos Wealth Management Inc. | 30 | $10.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 30 | $10.9K | 0.00% | +1+3.4% | Added |
| Winch Advisory Services, LLC | 30 | $10.9K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 31 | $11.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 33 | $12.0K | 0.00% | −10−23.3% | Reduced |
| Oakworth Capital, Inc. | 34 | $12.4K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 35 | $12.7K | 0.00% | +35 | New |
| Clearstead Advisors, LLC | 39 | $14.2K | 0.00% | −135−77.6% | Reduced |
| Bogart Wealth, LLC | 40 | $14.6K | 0.00% | −1−2.4% | Reduced |
| Legacy Bridge, LLC | 40 | $14.6K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 40 | $14.6K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 41 | $14.9K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 42 | $15.3K | 0.00% | −729−94.6% | Reduced |
| Archer Investment Corp | 42 | $15.3K | 0.00% | −454−91.5% | Reduced |
| Solstein Capital, LLC | 42 | $15.3K | 0.01% | 00.0% | Unchanged |
| Torren Management, LLC | 42 | $15.3K | 0.01% | −34−44.7% | Reduced |
| North Star Investment Management Corp. | 47 | $17.1K | 0.00% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 50 | $18.2K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 54 | $18.8K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 48 | $20.0K | 0.01% | −3−5.9% | Reduced |
| First PREMIER Bank | 59 | $21.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 58 | $21.1K | 0.00% | +27+87.1% | Added |
| Entrust Financial LLC | 59 | $21.5K | 0.02% | −1−1.7% | Reduced |
| Private Trust Co NA | 61 | $22.2K | 0.00% | −25−29.1% | Reduced |
| UMA Financial Services, Inc. | 62 | $22.6K | 0.00% | +3+5.1% | Added |
| Hartford Financial Management Inc. | 64 | $23.3K | 0.01% | +12+23.1% | Added |
| Rossby Financial, LCC | 62 | $23.3K | 0.00% | +11+21.6% | Added |
| Armstrong Advisory Group, Inc | 65 | $23.6K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 67 | $24.4K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 67 | $24.4K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 68 | $24.7K | 0.01% | +3+4.6% | Added |
| Manchester Capital Management LLC | 69 | $25.1K | 0.00% | +69 | New |
| Beacon Investment Advisory Services, Inc. | 70 | $25.5K | 0.00% | +70 | New |
| St Germain D J Co Inc | 72 | $26.2K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 72 | $26.7K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 77 | $28.0K | 0.01% | +10+14.9% | Added |
| Elequin Capital LP | 80 | $29.1K | 0.00% | +80 | New |
| Strengthening Families & Communities, LLC | 86 | $31.4K | 0.01% | +86 | New |
| Bayban | 87 | $31.6K | 0.03% | 00.0% | Unchanged |
| First Horizon Corp | 89 | $32.4K | 0.00% | −37−29.4% | Reduced |
| Glen Eagle Advisors, LLC | 95 | $34.6K | 0.00% | −20−17.4% | Reduced |
| American National Bank | 99 | $36.0K | 0.00% | −982−90.8% | Reduced |
| Resources Management Corp | 105 | $38.0K | 0.01% | −20−16.0% | Reduced |
| Golden State Wealth Management, LLC | 110 | $40.3K | 0.00% | +1+0.9% | Added |
| Elevated Capital Advisors, LLC | 129 | $46.9K | 0.01% | −2,199−94.5% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 130 | $47.3K | 0.00% | −13−9.1% | Reduced |
| MCF Advisors LLC | 132 | $48.0K | 0.00% | −82−38.3% | Reduced |
| Creative Financial Designs Inc | 145 | $52.8K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 146 | $53.2K | 0.00% | +119+440.7% | Added |
| Ronald Blue Trust, Inc. | 159 | $57.8K | 0.00% | −156−49.5% | Reduced |
| N.E.W. Advisory Services LLC | 160 | $58.2K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 160 | $58.2K | 0.06% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 160 | $58.2K | 0.04% | −5−3.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 165 | $60.0K | 0.00% | −86−34.3% | Reduced |
| Los Angeles Capital Management LLC | 166 | $60.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 167 | $60.8K | 0.01% | +56+50.5% | Added |
| FNY Investment Advisers, LLC | 200 | $72.0K | 0.03% | +200 | New |
| Larson Financial Group LLC | 209 | $75.9K | 0.00% | −3−1.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 203 | $76.8K | 0.00% | +9+4.6% | Added |
| Walleye Trading LLC | 214 | $77.9K | 0.00% | +204+2,040.0% | Added |
| Bamco Inc | 227 | $82.6K | 0.00% | +124+120.4% | Added |
| Mather Group, LLC. | 231 | $84.0K | 0.00% | +231 | New |
| Central Trust Co | 240 | $87.3K | 0.00% | −75−23.8% | Reduced |
| SRS Capital Advisors, Inc. | 246 | $89.5K | 0.00% | −256−51.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 256 | $93.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 262 | $95.0K | 0.07% | −34−11.5% | Reduced |
| FIL Ltd | 275 | $100.0K | 0.00% | +230+511.1% | Added |
| Financial Network Wealth Advisors LLC | 301 | $109.6K | 0.11% | −21−6.5% | Reduced |
| Y.D. More Investments Ltd | 350 | $127.3K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 357 | $129.9K | 0.01% | +49+15.9% | Added |
| Colonial Trust Co | 374 | $136.1K | 0.02% | +47+14.4% | Added |
| Veritas Investment Partners (UK) Ltd. | 379 | $137.8K | 0.00% | −93−19.7% | Reduced |
| Whittier Trust Co | 388 | $146.9K | 0.00% | +88+29.3% | Added |
| EverSource Wealth Advisors, LLC | 443 | $161.3K | 0.00% | +14+3.3% | Added |
| V-Square Quantitative Management LLC | 471 | $171.3K | 0.02% | +63+15.4% | Added |
| Huntington National Bank | 477 | $173.5K | 0.00% | +56+13.3% | Added |
| Siemens Fonds Invest GmbH | 479 | $174.3K | 0.01% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 497 | $180.8K | 0.00% | +16+3.3% | Added |
| Bessemer Group Inc | 496 | $181.0K | 0.00% | +47+10.5% | Added |
| Legacy Trust | 551 | $200.4K | 0.04% | +551 | New |
| Independent Wealth Network Inc. | 553 | $201.2K | 0.06% | +553 | New |
| Parkside Financial Bank & Trust | 555 | $201.9K | 0.02% | +1+0.2% | Added |
| Impact Partnership Wealth, LLC | 562 | $204.4K | 0.03% | −149−21.0% | Reduced |
| DC Investments Management, LLC | 567 | $206.3K | 0.08% | +567 | New |
| Everence Capital Management Inc | 574 | $209.0K | 0.01% | −696−54.8% | Reduced |
| Biltmore Family Office, LLC | 582 | $211.7K | 0.03% | +582 | New |
| Boyar Asset Management Inc. | 583 | $212.1K | 0.12% | +583 | New |
| Signaturefd, LLC | 583 | $212.2K | 0.00% | +72+14.1% | Added |
| Hilltop National Bank | 585 | $212.8K | 0.05% | +131+28.9% | Added |
| Eagle Global Advisors LLC | 586 | $213.3K | 0.01% | +586 | New |
| Oslo Pensjonsforsikring AS | 587 | $213.5K | 0.03% | +587 | New |
| HM Payson & Co | 588 | $213.9K | 0.00% | −100−14.5% | Reduced |
| Laird Norton Trust Company, LLC | 589 | $214.5K | 0.00% | +589 | New |
| Cary Street Partner Investment Advisory LLC | 596 | $216.6K | 0.06% | −35−5.5% | Reduced |
| Boit C F David | 600 | $218.3K | 0.10% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 600 | $218.3K | 0.05% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 600 | $218.3K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 600 | $218.3K | 0.02% | +600 | New |