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 |
|---|---|---|---|---|---|
| Appleton Partners Inc | 5,977 | $2.17M | 0.15% | −147−2.4% | Reduced |
| Advisor Group Holdings, Inc. | 6,001 | $2.19M | 0.00% | −521−8.0% | Reduced |
| Voya Investment Management LLC | 6,107 | $2.22M | 0.00% | −284−4.4% | Reduced |
| Coldstream Capital Management Inc | 6,127 | $2.23M | 0.03% | +929+17.9% | Added |
| Xponance, Inc. | 6,411 | $2.33M | 0.02% | +969+17.8% | Added |
| Worldquant Millennium Advisors LLC | 6,418 | $2.33M | 0.01% | +6,418 | New |
| Ameritas Investment Partners, Inc. | 6,434 | $2.34M | 0.07% | +34+0.5% | Added |
| Callan Family Office, LLC | 6,435 | $2.34M | 0.05% | +981+18.0% | Added |
| Freedom Day Solutions, LLC | 6,436 | $2.34M | 0.63% | −87−1.3% | Reduced |
| Rockefeller Capital Management L.P. | 6,658 | $2.42M | 0.00% | −28−0.4% | Reduced |
| CWM Advisors, LLC | 6,727 | $2.45M | 0.14% | +1,820+37.1% | Added |
| Van Eck Associates Corp | 6,728 | $2.45M | 0.00% | +160+2.4% | Added |
| Cerity Partners LLC | 6,858 | $2.49M | 0.00% | −81−1.2% | Reduced |
| SEB Asset Management AB | 6,993 | $2.54M | 0.01% | +6,993 | New |
| Jump Financial, LLC | 7,081 | $2.58M | 0.04% | +6,485+1,088.1% | Added |
| Hosking Partners LLP | 7,092 | $2.58M | 0.09% | +7,092 | New |
| Oregon Public Employees Retirement Fund | 7,108 | $2.59M | 0.03% | +193+2.8% | Added |
| New Mexico Educational Retirement Board | 7,118 | $2.59M | 0.08% | 00.0% | Unchanged |
| Numerai GP LLC | 7,196 | $2.62M | 0.26% | −10,812−60.0% | Reduced |
| Applied Capital LLC | 7,295 | $2.65M | 1.93% | −111−1.5% | Reduced |
| Middleton & Co Inc | 7,340 | $2.67M | 0.30% | −170−2.3% | Reduced |
| IFM Investors Pty Ltd | 7,461 | $2.71M | 0.02% | +7,461 | New |
| Sanctuary Advisors, LLC | 7,649 | $2.78M | 0.02% | +1,188+18.4% | Added |
| Brinker Capital Investments, LLC | 7,773 | $2.83M | 0.02% | −362−4.4% | Reduced |
| Prospect Capital Advisors, LLC | 7,810 | $2.84M | 1.58% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 7,825 | $2.85M | 0.04% | +11+0.1% | Added |
| Thrivent Financial for Lutherans | 7,869 | $2.86M | 0.01% | +5+0.1% | Added |
| Swiss Life Asset Management Ltd | 7,932 | $2.89M | 0.01% | +1,861+30.7% | Added |
| Advisors Asset Management, Inc. | 7,983 | $2.90M | 0.05% | +1,278+19.1% | Added |
| Credit Agricole S A | 8,094 | $2.94M | 0.01% | −10−0.1% | Reduced |
| Prosperity Consulting Group, LLC | 8,105 | $2.95M | 0.13% | −456−5.3% | Reduced |
| Atria Investments LLC | 8,140 | $2.96M | 0.03% | +613+8.1% | Added |
| Level Four Advisory Services, LLC | 8,381 | $3.05M | 0.10% | +2,788+49.8% | Added |
| State of Michigan Retirement System | 8,383 | $3.05M | 0.02% | +100+1.2% | Added |
| Tredje AP-fonden | 8,497 | $3.09M | 0.02% | +8,497 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,750 | $3.18M | 0.02% | +11+0.1% | Added |
| Cambiar Investors LLC | 9,147 | $3.33M | 0.15% | +9,147 | New |
| Verition Fund Management LLC | 9,156 | $3.33M | 0.03% | +2,663+41.0% | Added |
| NewEdge Wealth, LLC | 9,406 | $3.42M | 0.04% | −1,244−11.7% | Reduced |
| Guggenheim Capital LLC | 9,488 | $3.45M | 0.03% | −1,200−11.2% | Reduced |
| Arizona State Retirement System | 9,490 | $3.45M | 0.02% | −84−0.9% | Reduced |
| Pathstone Holdings, LLC | 9,533 | $3.47M | 0.01% | −225−2.3% | Reduced |
| Agf Management Ltd | 9,685 | $3.52M | 0.02% | +409+4.4% | Added |
| SG Americas Securities, LLC | 9,764 | $3.55M | 0.00% | −853−8.0% | Reduced |
| D.A. Davidson & Co. | 9,819 | $3.57M | 0.02% | +167+1.7% | Added |
| Westfield Capital Management Co LP | 9,822 | $3.57M | 0.01% | +9,822 | New |
| Louisiana State Employees Retirement System | 10,100 | $3.67M | 0.06% | +400+4.1% | Added |
| HSBC Holdings PLC | 10,180 | $3.70M | 0.00% | −301−2.9% | Reduced |
| Landscape Capital Management, L.L.C. | 10,310 | $3.75M | 0.24% | +5,754+126.3% | Added |
| Centaurus Financial, Inc. | 10,373 | $3.77M | 0.18% | +939+10.0% | Added |
| Avanza Fonder AB | 10,402 | $3.78M | 0.10% | 00.0% | Unchanged |
| DnB Asset Management AS | 10,505 | $3.82M | 0.01% | +874+9.1% | Added |
| HighTower Advisors, LLC | 10,573 | $3.85M | 0.00% | +57+0.5% | Added |
| Fiduciary Trust Co | 10,601 | $3.86M | 0.05% | −2,406−18.5% | Reduced |
| Yousif Capital Management, LLC | 10,736 | $3.91M | 0.05% | −494−4.4% | Reduced |
| TD Private Client Wealth LLC | 10,775 | $3.92M | 0.08% | +7,083+191.8% | Added |
| Public Employees Retirement System of Ohio | 10,973 | $3.99M | 0.01% | −328−2.9% | Reduced |
| Bank of Montreal | 11,127 | $4.05M | 0.00% | +179+1.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 10,933 | $4.05M | 0.01% | −2,982−21.4% | Reduced |
| Ensign Peak Advisors, Inc | 11,229 | $4.08M | 0.01% | −3,923−25.9% | Reduced |
| Oppenheimer & Co Inc | 11,287 | $4.11M | 0.05% | +1,683+17.5% | Added |
| Voleon Capital Management LP | 11,290 | $4.11M | 0.09% | +7,311+183.7% | Added |
| American Century Companies Inc | 11,447 | $4.16M | 0.00% | +179+1.6% | Added |
| United Capital Financial Advisers, LLC | 11,462 | $4.17M | 0.03% | −1,887−14.1% | Reduced |
| Commonwealth Equity Services, LLC | 11,478 | $4.18M | 0.01% | −1,230−9.7% | Reduced |
| Resona Asset Management Co.,Ltd. | 11,565 | $4.18M | 0.02% | +576+5.2% | Added |
| State of New Jersey Common Pension Fund D | 11,516 | $4.19M | 0.02% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 11,619 | $4.23M | 0.02% | +2,260+24.1% | Added |
| US Bancorp | 11,632 | $4.23M | 0.01% | +311+2.7% | Added |
| Monte Financial Group, LLC | 11,712 | $4.26M | 1.51% | +1,582+15.6% | Added |
| State of Tennessee, Treasury Department | 11,734 | $4.27M | 0.01% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 11,831 | $4.30M | 0.05% | −469−3.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 11,845 | $4.31M | 0.01% | −6,152−34.2% | Reduced |
| Nomura Asset Management Co Ltd | 11,852 | $4.31M | 0.01% | +1,297+12.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 11,900 | $4.34M | 0.01% | +2,255+23.4% | Added |
| Alerus Financial NA | 11,939 | $4.34M | 0.22% | −444−3.6% | Reduced |
| Buckhead Capital Management LLC | 12,430 | $4.52M | 1.70% | +2,053+19.8% | Added |
| KLP Kapitalforvaltning AS | 12,600 | $4.58M | 0.02% | +200+1.6% | Added |
| Nisa Investment Advisors, LLC | 12,781 | $4.65M | 0.02% | −3,245−20.2% | Reduced |
| Cetera Investment Advisers | 12,822 | $4.66M | 0.00% | +2,276+21.6% | Added |
| Hamilton Point Investment Advisors, LLC | 12,951 | $4.71M | 0.73% | −45−0.3% | Reduced |
| Motley Fool Wealth Management, LLC | 12,992 | $4.73M | 0.53% | −4,801−27.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,152 | $4.78M | 0.01% | −467−3.4% | Reduced |
| Mn Services Vermogensbeheer B.V. | 13,175 | $4.79M | 0.03% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 13,331 | $4.85M | 0.01% | +444+3.4% | Added |
| Kensington Investment Counsel, LLC | 13,372 | $4.86M | 2.34% | −2,599−16.3% | Reduced |
| Mutual of America Capital Management LLC | 13,383 | $4.87M | 0.06% | −1,152−7.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 13,412 | $4.89M | 0.02% | +1,703+14.5% | Added |
| Baskin Financial Services Inc. | 13,467 | $4.90M | 0.40% | −57,095−80.9% | Reduced |
| Vanguard Global Advisers, LLC | 14,168 | $5.15M | 0.00% | +14,168 | New |
| Princeton Global Asset Management LLC | 14,321 | $5.21M | 0.85% | +171+1.2% | Added |
| Marshall Wace, LLP | 14,330 | $5.21M | 0.01% | +14,330 | New |
| Marsico Capital Management LLC | 14,415 | $5.24M | 0.15% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 14,784 | $5.38M | 0.05% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 14,899 | $5.42M | 0.02% | +313+2.1% | Added |
| Creative Planning | 14,994 | $5.45M | 0.00% | +6,190+70.3% | Added |
| Amalgamated Bank | 15,705 | $5.71M | 0.04% | +230+1.5% | Added |
| Pictet Asset Management Holding SA | 15,717 | $5.72M | 0.01% | −6,090−27.9% | Reduced |
| Royal London Asset Management Ltd | 15,740 | $5.73M | 0.01% | −259−1.6% | Reduced |
| River Road Asset Management, LLC | 15,905 | $5.79M | 0.07% | −1,002−5.9% | Reduced |