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 |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 2,223 | $808.1K | 0.00% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 2,236 | $813.3K | 0.01% | −27−1.2% | Reduced |
| Trueblood Wealth Management, LLC | 2,236 | $813.5K | 0.32% | +32+1.5% | Added |
| Wealth Alliance | 2,237 | $813.8K | 0.08% | +117+5.5% | Added |
| Federation des caisses Desjardins du Quebec | 2,254 | $819.9K | 0.00% | +520+30.0% | Added |
| Northbridge Financial Group, LLC | 1,986 | $826.9K | 0.36% | −47−2.3% | Reduced |
| BHK Investment Advisors, LLC | 2,294 | $834.6K | 0.28% | 00.0% | Unchanged |
| Eastern Bank | 2,314 | $841.8K | 0.01% | −415−15.2% | Reduced |
| Blalock Williams, LLC | 2,332 | $848.4K | 0.66% | +85+3.8% | Added |
| CIBC Asset Management Inc | 2,332 | $848.4K | 0.00% | +102+4.6% | Added |
| Cranbrook Wealth Management, LLC | 2,345 | $853.1K | 0.17% | −46−1.9% | Reduced |
| We Are One Seven, LLC | 2,409 | $876.6K | 0.02% | +152+6.7% | Added |
| Skopos Labs, Inc. | 2,433 | $884.8K | 0.03% | +1,233+102.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,443 | $888.9K | 0.03% | −138−5.3% | Reduced |
| Triad Investment Management | 2,445 | $889.5K | 1.05% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 2,514 | $914.6K | 0.01% | −471−15.8% | Reduced |
| Knollwood Investment Advisory, LLC | 2,523 | $917.8K | 0.09% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2,550 | $927.7K | 0.07% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 2,574 | $936.4K | 0.04% | −32−1.2% | Reduced |
| Equitable Trust Co | 2,613 | $950.6K | 0.04% | −41−1.5% | Reduced |
| Coastal Bridge Advisors, LLC | 2,615 | $951.1K | 0.07% | +40+1.6% | Added |
| Steward Partners Investment Advisory, LLC | 2,651 | $964.5K | 0.00% | +118+4.7% | Added |
| MML Investors Services, LLC | 2,688 | $978.0K | 0.00% | +237+9.7% | Added |
| Perbak Capital Partners LLP | 2,700 | $982.2K | 0.24% | +1,388+105.8% | Added |
| Procyon Private Wealth Partners, LLC | 2,718 | $988.9K | 0.05% | +248+10.0% | Added |
| Chicago Capital, LLC | 2,720 | $989.6K | 0.03% | −287−9.5% | Reduced |
| GHP Investment Advisors, Inc. | 2,730 | $993.2K | 0.04% | −360−11.7% | Reduced |
| Gulf International Bank (UK) Ltd | 2,736 | $995.0K | 0.02% | +822+42.9% | Added |
| Delta Global Management LP | 2,745 | $998.6K | 0.08% | −4,432−61.8% | Reduced |
| M&T Bank Corp | 2,765 | $1.01M | 0.00% | +1,370+98.2% | Added |
| Change Path, LLC | 2,767 | $1.01M | 0.02% | +173+6.7% | Added |
| Caxton Associates LLP | 2,810 | $1.02M | 0.02% | +404+16.8% | Added |
| Access Financial Services, Inc. | 2,843 | $1.03M | 0.37% | −170−5.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 2,846 | $1.04M | 0.01% | −867−23.4% | Reduced |
| Virtu Financial LLC | 2,981 | $1.08M | 0.04% | −1,283−30.1% | Reduced |
| Tocqueville Asset Management L.P. | 3,000 | $1.09M | 0.02% | +3,000 | New |
| Umb Bank N A | 3,048 | $1.11M | 0.02% | +31+1.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,050 | $1.11M | 0.04% | −110−3.5% | Reduced |
| SlateStone Wealth, LLC | 3,094 | $1.13M | 0.09% | +453+17.2% | Added |
| Warren Averett Asset Management, LLC | 3,100 | $1.13M | 0.01% | +3,100 | New |
| TCI Wealth Advisors, Inc. | 3,111 | $1.13M | 0.06% | +1,326+74.3% | Added |
| TradeLink Capital LLC | 3,057 | $1.14M | 8.59% | +3,057 | New |
| Chicago Trust Co NA | 3,151 | $1.15M | 0.18% | −45−1.4% | Reduced |
| Cresset Asset Management, LLC | 3,191 | $1.16M | 0.01% | −221−6.5% | Reduced |
| 2Xideas AG | 3,203 | $1.17M | 0.46% | −1,634−33.8% | Reduced |
| Alpha Omega Wealth Management LLC | 3,353 | $1.22M | 0.20% | −50−1.5% | Reduced |
| Jain Global LLC | 3,363 | $1.22M | 0.02% | +3,363 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 3,405 | $1.24M | 0.01% | +2,310+211.0% | Added |
| Inceptionr LLC | 3,436 | $1.25M | 0.30% | −50−1.4% | Reduced |
| State of Alaska, Department of Revenue | 3,467 | $1.26M | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 3,476 | $1.26M | 0.00% | +294+9.2% | Added |
| Atlantic Union Bankshares Corp | 3,490 | $1.27M | 0.02% | +32+0.9% | Added |
| Annandale Capital, LLC | 3,516 | $1.28M | 0.21% | +28+0.8% | Added |
| Bank of Nova Scotia | 3,574 | $1.30M | 0.00% | −125−3.4% | Reduced |
| Public Employees Retirement Association of Colorado | 3,605 | $1.31M | 0.01% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 3,614 | $1.31M | 0.16% | +389+12.1% | Added |
| Carderock Capital Management Inc | 3,650 | $1.33M | 0.33% | +828+29.3% | Added |
| GW&K Investment Management, LLC | 3,655 | $1.33M | 0.01% | −106,566−96.7% | Reduced |
| Abn Amro Investment Solutions | 3,672 | $1.34M | 0.02% | +1,333+57.0% | Added |
| Mirabaud Asset Management Ltd | 3,851 | $1.34M | 1.11% | +654+20.5% | Added |
| Capital Investment Advisory Services, LLC | 3,736 | $1.36M | 0.10% | +10.0% | Added |
| OP Asset Management Ltd | 3,795 | $1.38M | 0.01% | −488−11.4% | Reduced |
| Concurrent Investment Advisors, LLC | 3,802 | $1.38M | 0.02% | +625+19.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,938 | $1.43M | 0.00% | −338−7.9% | Reduced |
| Entropy Technologies, LP | 3,947 | $1.44M | 0.07% | −6,605−62.6% | Reduced |
| Eurizon Capital SGR S.p.A. | 3,958 | $1.44M | 0.00% | +3,958 | New |
| Centiva Capital, LP | 3,965 | $1.44M | 0.07% | +3,965 | New |
| Quadrant Capital Group LLC | 3,972 | $1.44M | 0.04% | −165−4.0% | Reduced |
| Alliance Wealth Advisors, LLC | 3,986 | $1.45M | 0.31% | −2,115−34.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,016 | $1.46M | 0.00% | −90−2.2% | Reduced |
| Daiwa Securities Group Inc. | 4,017 | $1.46M | 0.00% | +281+7.5% | Added |
| Taylor Frigon Capital Management LLC | 4,120 | $1.50M | 0.85% | −111−2.6% | Reduced |
| Pacer Advisors, Inc. | 4,147 | $1.51M | 0.00% | −37−0.9% | Reduced |
| WCM Investment Management, LLC | 4,350 | $1.52M | 0.00% | +100+2.4% | Added |
| RSM US Wealth Management LLC | 4,247 | $1.55M | 0.02% | +704+19.9% | Added |
| Intrepid Capital Management Inc | 4,254 | $1.55M | 0.59% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 4,270 | $1.55M | 0.21% | −195−4.4% | Reduced |
| KBC Group NV | 4,331 | $1.57M | 0.00% | −343−7.3% | Reduced |
| Oak Thistle LLC | 4,428 | $1.61M | 0.16% | +2,108+90.9% | Added |
| JustInvest LLC | 4,510 | $1.64M | 0.02% | +329+7.9% | Added |
| Univest Financial Corp | 4,539 | $1.65M | 0.09% | +178+4.1% | Added |
| Toronto Dominion Bank | 4,629 | $1.68M | 0.00% | −971−17.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 4,630 | $1.68M | 0.00% | +4,630 | New |
| Nissay Asset Management Corp | 4,681 | $1.70M | 0.01% | +73+1.6% | Added |
| British Columbia Investment Management Corp | 4,815 | $1.75M | 0.01% | −1,366−22.1% | Reduced |
| Summit Trail Advisors, LLC | 4,843 | $1.76M | 0.03% | +493+11.3% | Added |
| Allstate Corp | 4,872 | $1.77M | 0.02% | +2,489+104.4% | Added |
| Barbara Oil Co. | 5,000 | $1.82M | 0.70% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 5,096 | $1.85M | 0.01% | +5,096 | New |
| Birch Capital Management, LLC | 5,103 | $1.86M | 0.97% | +904+21.5% | Added |
| O'Shaughnessy Asset Management, LLC | 5,270 | $1.92M | 0.01% | +757+16.8% | Added |
| National Pension Service | 5,383 | $1.96M | 0.00% | +2,401+80.5% | Added |
| Colony Group, LLC | 5,429 | $1.98M | 0.00% | −3,050−36.0% | Reduced |
| Bridges Investment Management Inc | 5,560 | $2.02M | 0.03% | +3,188+134.4% | Added |
| Havemeyer Place LP | 5,648 | $2.05M | 0.24% | +3,214+132.0% | Added |
| Utah Retirement Systems | 5,709 | $2.08M | 0.02% | 00.0% | Unchanged |
| RFG Advisory, LLC | 5,778 | $2.10M | 0.04% | +964+20.0% | Added |
| Regions Financial Corp | 5,842 | $2.13M | 0.01% | −185−3.1% | Reduced |
| Atom Investors LP | 5,848 | $2.13M | 0.15% | +5,848 | New |
| Gateway Investment Advisers LLC | 5,884 | $2.14M | 0.02% | −5,562−48.6% | Reduced |