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 |
|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | 601 | $218.6K | 0.01% | +601 | New |
| Fundamentun, LLC | 603 | $219.4K | 0.01% | +603 | New |
| TruNorth Capital Management, LLC | 606 | $220.5K | 0.04% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 610 | $221.9K | 0.00% | +610 | New |
| Crestwood Advisors Group LLC | 613 | $223.0K | 0.00% | −16−2.5% | Reduced |
| Smartleaf Asset Management LLC | 656 | $229.1K | 0.01% | +235+55.8% | Added |
| Journey Strategic Wealth LLC | 634 | $230.6K | 0.01% | +634 | New |
| Profund Advisors LLC | 634 | $230.6K | 0.01% | −73−10.3% | Reduced |
| FourThought Financial Partners, LLC | 635 | $231.1K | 0.02% | +25+4.1% | Added |
| Checchi Capital Advisers, LLC | 636 | $231.4K | 0.02% | −21−3.2% | Reduced |
| Apella Capital, LLC | 539 | $231.9K | 0.00% | +539 | New |
| Catalyst Funds Management Pty Ltd | 645 | $234.6K | 0.04% | +645 | New |
| Paradigm Financial Partners, LLC | 652 | $237.2K | 0.04% | −48−6.9% | Reduced |
| Pensionmark Financial Group, LLC | 660 | $240.1K | 0.00% | +52+8.6% | Added |
| Argonautica Private Wealth Management, Inc | 662 | $240.9K | 0.07% | +64+10.7% | Added |
| PAX Financial Group, LLC | 667 | $242.8K | 0.04% | −139−17.2% | Reduced |
| Fisher Asset Management, LLC | 667 | $242.9K | 0.00% | +667 | New |
| Whetstone Capital Advisors, LLC | 668 | $243.0K | 0.09% | +12+1.8% | Added |
| Thrive Wealth Management, LLC | 676 | $245.9K | 0.04% | +676 | New |
| Roehl & Yi Investment Advisors, LLC | 680 | $247.4K | 0.09% | +680 | New |
| ASR Vermogensbeheer N.V. | 683 | $248.4K | 0.00% | +16+2.4% | Added |
| Somerset Trust Co | 684 | $248.8K | 0.08% | +16+2.4% | Added |
| Legacy Capital Wealth Partners, LLC | 684 | $249.0K | 0.05% | +70+11.4% | Added |
| Valeo Financial Advisors, LLC | 686 | $249.6K | 0.01% | −222−24.4% | Reduced |
| Advisory Services Network, LLC | 689 | $250.7K | 0.00% | +689 | New |
| Fulcrum Capital LLC | 691 | $251.4K | 0.05% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 697 | $254.0K | 0.49% | +11+1.6% | Added |
| Intrust Bank NA | 703 | $255.7K | 0.02% | −44−5.9% | Reduced |
| Dakota Wealth Management | 706 | $256.8K | 0.01% | +48+7.3% | Added |
| Guardian Partners Inc. | 708 | $257.6K | 0.02% | +22+3.2% | Added |
| Sound View Wealth Advisors Group, LLC | 709 | $257.9K | 0.02% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 719 | $261.6K | 0.00% | +719 | New |
| Vestcor Inc | 727 | $264.0K | 0.01% | −12−1.6% | Reduced |
| Taylor Hoffman Capital Management LLC | 731 | $265.9K | 0.08% | +7+1.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 736 | $267.7K | 0.00% | 00.0% | Unchanged |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 752 | $273.6K | 0.20% | −402−34.8% | Reduced |
| GWM Advisors LLC | 757 | $275.3K | 0.00% | −172−18.5% | Reduced |
| Heartwood Wealth Advisors LLC | 761 | $276.8K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 779 | $283.4K | 0.01% | −90−10.4% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 780 | $284.0K | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 784 | $285.1K | 0.02% | +6+0.8% | Added |
| CWM, LLC | 793 | $288.6K | 0.00% | +83+11.7% | Added |
| Stephens Inc | 806 | $293.2K | 0.00% | +4+0.5% | Added |
| Flputnam Investment Management Co | 808 | $293.9K | 0.00% | −50−5.8% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 810 | $294.7K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 819 | $297.9K | 0.01% | +36+4.6% | Added |
| Jane Street Group, LLC | 825 | $300.1K | 0.00% | −2,738−76.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 831 | $302.3K | 0.00% | +4+0.5% | Added |
| STRS Ohio | 832 | $302.7K | 0.00% | −2−0.2% | Reduced |
| Burney Co | 832 | $302.7K | 0.01% | +15+1.8% | Added |
| Boston Family Office LLC | 835 | $304.0K | 0.02% | 00.0% | Unchanged |
| BankPlus Trust Department | 848 | $308.5K | 0.08% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 868 | $315.8K | 0.02% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 875 | $318.3K | 0.12% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 884 | $321.5K | 0.00% | −2,194−71.3% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 886 | $322.3K | 0.17% | +886 | New |
| Gibbs Wealth Management | 891 | $324.1K | 0.04% | +319+55.8% | Added |
| Private Advisor Group, LLC | 891 | $324.1K | 0.00% | −141−13.7% | Reduced |
| Vise Technologies, Inc. | 963 | $324.4K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 865 | $325.2K | 0.00% | −24−2.7% | Reduced |
| Kestra Private Wealth Services, LLC | 895 | $325.6K | 0.00% | −152−14.5% | Reduced |
| XTX Topco Ltd | 899 | $327.0K | 0.01% | −9,192−91.1% | Reduced |
| K.J. Harrison & Partners Inc | 910 | $331.0K | 0.05% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 912 | $331.9K | 0.01% | +7+0.8% | Added |
| Adell Harriman & Carpenter Inc | 913 | $332.1K | 0.02% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 923 | $335.8K | 0.02% | +923 | New |
| Lido Advisors, LLC | 926 | $337.3K | 0.00% | +122+15.2% | Added |
| Trust Point Inc. | 946 | $344.1K | 0.03% | −63−6.2% | Reduced |
| Autumn Glory Partners, LLC | 950 | $345.6K | 0.13% | +950 | New |
| Parallel Advisors, LLC | 954 | $347.2K | 0.01% | −20−2.1% | Reduced |
| Cary Street Partners Financial LLC | 956 | $347.8K | 0.01% | +36+3.9% | Added |
| International Assets Investment Management, LLC | 931 | $350.0K | 0.02% | +55+6.3% | Added |
| Ostrum Asset Management | 973 | $354.0K | 0.02% | +803+472.4% | Added |
| Penserra Capital Management LLC | 987 | $358.0K | 0.00% | +20+2.1% | Added |
| Venture Visionary Partners LLC | 985 | $358.3K | 0.01% | −283−22.3% | Reduced |
| AE Wealth Management LLC | 987 | $358.9K | 0.00% | +15+1.5% | Added |
| Tompkins Financial Corp | 1,000 | $363.8K | 0.03% | 00.0% | Unchanged |
| Argent Trust Co | 1,003 | $364.9K | 0.01% | −4,063−80.2% | Reduced |
| Osmosis Investment Management UK Ltd | 1,004 | $365.2K | 0.01% | +1,004 | New |
| PensionDanmark Pensionsforsikringsaktieselskab | 1,010 | $367.4K | 0.00% | 00.0% | Unchanged |
| North Dakota State Investment Board | 1,017 | $370.0K | 0.02% | −208−17.0% | Reduced |
| Park National Corp | 1,019 | $370.7K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,029 | $374.3K | 0.01% | +1,029 | New |
| 71 West Capital Partners | 1,030 | $374.7K | 0.02% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 997 | $374.8K | 0.01% | −90−8.3% | Reduced |
| Quantum Private Wealth, LLC | 1,038 | $377.4K | 0.12% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 1,040 | $378.4K | 0.04% | +147+16.5% | Added |
| Texas Yale Capital Corp. | 1,042 | $379.1K | 0.01% | +1,042 | New |
| Greenleaf Trust | 1,056 | $384.2K | 0.00% | +44+4.3% | Added |
| Baker Ellis Asset Management LLC | 1,059 | $385.3K | 0.05% | 00.0% | Unchanged |
| Toroso Investments, LLC | 1,084 | $394.3K | 0.00% | −2,075−65.7% | Reduced |
| QRG Capital Management, Inc. | 1,092 | $397.4K | 0.00% | −52−4.5% | Reduced |
| Freemont Management S.A. | 1,100 | $400.2K | 0.07% | −100−8.3% | Reduced |
| Certior Financial Group, LLC | 1,115 | $405.5K | 0.26% | +54+5.1% | Added |
| Assetmark, Inc | 1,115 | $405.7K | 0.00% | +29+2.7% | Added |
| Northwestern Mutual Wealth Management Co | 1,117 | $406.2K | 0.00% | −434−28.0% | Reduced |
| Moneta Group Investment Advisors LLC | 1,119 | $407.0K | 0.00% | −41−3.5% | Reduced |
| Patten Group, Inc. | 1,134 | $412.5K | 0.07% | +1,134 | New |
| Parsons Capital Management Inc | 1,136 | $413.3K | 0.02% | +23+2.1% | Added |
| Impact Capital Partners LLC | 1,153 | $419.4K | 0.13% | −106−8.4% | Reduced |