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 |
|---|---|---|---|---|---|
| Significant Wealth Partners LLC | 1,154 | $419.8K | 0.52% | +1,154 | New |
| Verity & Verity, LLC | 1,155 | $420.0K | 0.03% | −75−6.1% | Reduced |
| Mutual Advisors, LLC | 1,158 | $421.3K | 0.01% | +4+0.3% | Added |
| LVW Advisors, LLC | 1,160 | $422.0K | 0.04% | −125−9.7% | Reduced |
| Modera Wealth Management, LLC | 1,162 | $422.7K | 0.01% | −3−0.3% | Reduced |
| Shelton Capital Management | 1,164 | $423.5K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,168 | $424.9K | 0.01% | −895−43.4% | Reduced |
| Tudor Financial Inc. | 1,195 | $434.7K | 0.22% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,214 | $441.6K | 0.05% | +1,214 | New |
| Tower Research Capital LLC (TRC) | 1,216 | $442.4K | 0.01% | −708−36.8% | Reduced |
| TD Waterhouse Canada Inc. | 1,182 | $444.2K | 0.00% | +922+354.6% | Added |
| Johnson Investment Counsel Inc | 1,229 | $447.1K | 0.00% | −45−3.5% | Reduced |
| Empowered Funds, LLC | 1,239 | $450.7K | 0.00% | +1,239 | New |
| Citizens Business Bank | 1,239 | $450.7K | 0.07% | +1,239 | New |
| First Bank & Trust | 1,252 | $455.5K | 0.07% | −91−6.8% | Reduced |
| Saudi Central Bank | 1,289 | $468.9K | 0.01% | +1,289 | New |
| Davidson Kahn Capital Management, LLC | 1,292 | $469.8K | 0.25% | −1,906−59.6% | Reduced |
| Schroder Investment Management Group | 1,294 | $470.7K | 0.00% | +238+22.5% | Added |
| E. Ohman J:or Asset Management AB | 1,305 | $474.7K | 0.01% | 00.0% | Unchanged |
| Tred Avon Family Wealth, LLC | 1,312 | $477.3K | 0.16% | +138+11.8% | Added |
| Unified Investment Management | 1,312 | $477.3K | 0.49% | +1,312 | New |
| Ritholtz Wealth Management | 1,320 | $480.2K | 0.01% | +1,320 | New |
| Advisor OS, LLC | 1,329 | $483.3K | 0.03% | +370+38.6% | Added |
| Avidian Wealth Solutions, LLC | 1,329 | $483.5K | 0.02% | +278+26.5% | Added |
| Baker Avenue Asset Management, LP | 1,339 | $487.1K | 0.01% | +16+1.2% | Added |
| Evergreen Capital Management LLC | 1,340 | $487.5K | 0.01% | +434+47.9% | Added |
| ICW Investment Advisors LLC | 1,343 | $488.5K | 0.18% | +237+21.4% | Added |
| Voya Financial Advisors, Inc. | 1,424 | $494.4K | 0.05% | +1,424 | New |
| Park Place Capital Corp | 1,362 | $495.5K | 0.10% | +370+37.3% | Added |
| Woodline Partners LP | 1,367 | $497.3K | 0.00% | +724+112.6% | Added |
| Nicolet Bankshares Inc | 1,326 | $498.6K | 0.02% | +1,326 | New |
| Simplicity Wealth,LLC | 1,373 | $499.4K | 0.03% | +189+16.0% | Added |
| Merit Financial Group, LLC | 1,373 | $499.6K | 0.00% | +471+52.2% | Added |
| Macquarie Group Ltd | 1,384 | $503.5K | 0.00% | 00.0% | Unchanged |
| Advocate Group LLC | 1,384 | $503.5K | 0.08% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,401 | $509.7K | 0.00% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 1,412 | $513.7K | 0.08% | +493+53.6% | Added |
| Hilltop Holdings Inc. | 1,423 | $517.7K | 0.05% | −436−23.5% | Reduced |
| Boothbay Fund Management, LLC | 1,429 | $519.9K | 0.01% | +3+0.2% | Added |
| Golden State Equity Partners | 1,435 | $522.0K | 0.04% | −26−1.8% | Reduced |
| National Bank of Canada | 1,439 | $524.3K | 0.00% | +888+161.2% | Added |
| GAMMA Investing LLC | 1,471 | $535.1K | 0.02% | +776+111.7% | Added |
| Webster Bank, N. A. | 1,493 | $543.1K | 0.05% | 00.0% | Unchanged |
| LGT Group Foundation | 1,499 | $545.3K | 0.01% | 00.0% | Unchanged |
| Old National Bancorp | 1,507 | $548.2K | 0.01% | −539−26.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,509 | $549.0K | 0.03% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 1,510 | $549.3K | 0.03% | +29+2.0% | Added |
| Prudential PLC | 1,511 | $549.7K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,513 | $550.5K | 0.00% | +1,513 | New |
| Centennial Bank | 1,518 | $552.2K | 0.20% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,523 | $553.9K | 0.03% | +430+39.3% | Added |
| Beacon Pointe Advisors, LLC | 1,536 | $558.9K | 0.00% | −106−6.5% | Reduced |
| Graham Capital Management, L.P. | 1,547 | $562.8K | 0.02% | −2,422−61.0% | Reduced |
| Massachusetts Financial Services Co | 1,549 | $563.5K | 0.00% | −10−0.6% | Reduced |
| Hantz Financial Services, Inc. | 1,558 | $567.0K | 0.01% | +796+104.5% | Added |
| Phillips Wealth Planners LLC | 1,342 | $570.0K | 0.43% | +418+45.2% | Added |
| Allworth Financial LP | 1,573 | $572.1K | 0.00% | −2−0.1% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 1,594 | $580.2K | 0.51% | −3,551−69.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,598 | $581.3K | 0.02% | +296+22.7% | Added |
| NBC Securities, Inc. | 1,610 | $585.7K | 0.04% | −4−0.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 1,620 | $589.3K | 0.01% | −1,892−53.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,622 | $590.1K | 0.06% | +106+7.0% | Added |
| Farther Finance Advisors, LLC | 1,571 | $590.4K | 0.01% | −313−16.6% | Reduced |
| Harrell Investment Partners, LLC | 1,669 | $607.2K | 0.14% | +1,669 | New |
| Adviser Investments LLC | 1,687 | $613.8K | 0.01% | +2+0.1% | Added |
| Park Avenue Securities LLC | 1,714 | $623.0K | 0.00% | +1,714 | New |
| Man Group plc | 1,716 | $624.3K | 0.00% | −4,331−71.6% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 1,800 | $628.0K | 0.03% | 00.0% | Unchanged |
| Omers Administration Corp | 1,734 | $630.8K | 0.00% | +515+42.2% | Added |
| Norden Group LLC | 1,737 | $632.1K | 0.06% | −125−6.7% | Reduced |
| Boreal Capital Management LLC | 1,756 | $638.8K | 0.56% | +243+16.1% | Added |
| Harvey Investment Co LLC | 1,785 | $649.0K | 0.07% | −205−10.3% | Reduced |
| Alamea Verwaltungs GmbH | 1,789 | $650.8K | 0.48% | +262+17.2% | Added |
| Intrinsic Value Partners, LLC | 1,789 | $650.8K | 0.50% | +50+2.9% | Added |
| HB Wealth Management, LLC | 1,793 | $652.3K | 0.00% | +196+12.3% | Added |
| Vident Advisory, LLC | 1,800 | $654.9K | 0.01% | −49−2.7% | Reduced |
| MAI Capital Management | 1,801 | $655.2K | 0.00% | +13+0.7% | Added |
| Maryland State Retirement & Pension System | 1,819 | $661.7K | 0.01% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 1,825 | $664.0K | 0.09% | +1,825 | New |
| Drucker Wealth 3.0, LLC | 1,878 | $683.1K | 0.12% | +260+16.1% | Added |
| Belpointe Asset Management LLC | 1,890 | $687.9K | 0.03% | −1,632−46.3% | Reduced |
| Stock Yards Bank & Trust Co | 1,902 | $692.0K | 0.02% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 1,925 | $700.3K | 0.47% | 00.0% | Unchanged |
| Hancock Whitney Corp | 1,923 | $702.7K | 0.01% | +1,923 | New |
| Allianz Asset Management GmbH | 1,938 | $705.0K | 0.00% | +346+21.7% | Added |
| Quantbot Technologies LP | 1,943 | $706.8K | 0.03% | −6,224−76.2% | Reduced |
| Bokf, NA | 1,978 | $719.6K | 0.01% | −2,003−50.3% | Reduced |
| First Citizens Bank & Trust Co | 1,983 | $721.4K | 0.02% | −593−23.0% | Reduced |
| Capital Analysts, LLC | 1,989 | $723.0K | 0.02% | −110−5.2% | Reduced |
| Aquatic Capital Management LLC | 2,086 | $758.9K | 0.02% | −12,640−85.8% | Reduced |
| Diversify Wealth Management, LLC | 1,776 | $761.2K | 0.01% | +557+45.7% | Added |
| Prudential Financial Inc | 2,105 | $765.8K | 0.00% | −194−8.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,108 | $766.9K | 0.02% | +368+21.1% | Added |
| Sequoia Financial Advisors, LLC | 2,111 | $768.1K | 0.00% | +398+23.2% | Added |
| Crossmark Global Holdings, Inc. | 2,113 | $768.8K | 0.01% | +343+19.4% | Added |
| Portside Wealth Group, LLC | 2,139 | $778.0K | 0.11% | −200−8.6% | Reduced |
| CoreCap Advisors, LLC | 2,170 | $789.7K | 0.03% | −240−10.0% | Reduced |
| Roundview Capital LLC | 2,181 | $793.4K | 0.05% | +2,181 | New |
| Intech Investment Management LLC | 2,206 | $802.5K | 0.01% | −44,836−95.3% | Reduced |
| Financial Advisory Service, Inc. | 2,206 | $802.5K | 0.05% | 00.0% | Unchanged |