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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 16,004 | $5.82M | 0.00% | −4,302−21.2% | Reduced |
| Vanguard Investments Australia, Ltd. | 16,021 | $5.83M | 0.02% | +16,021 | New |
| Tower Bridge Advisors | 16,196 | $5.89M | 0.57% | +384+2.4% | Added |
| Marks Group Wealth Management, Inc | 16,204 | $5.89M | 0.57% | −516−3.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 16,292 | $5.93M | 1.39% | −428−2.6% | Reduced |
| Danske Bank A/S | 16,397 | $5.97M | 0.01% | +960+6.2% | Added |
| New York State Common Retirement Fund | 16,748 | $6.09M | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 16,777 | $6.10M | 0.00% | −44,980−72.8% | Reduced |
| Oppenheimer Asset Management Inc. | 16,865 | $6.14M | 0.07% | +7,212+74.7% | Added |
| MetLife Investment Management | 17,180 | $6.25M | 0.03% | +116+0.7% | Added |
| Vanguard Asset Management, Ltd | 17,341 | $6.31M | 0.01% | +17,341 | New |
| Naples Global Advisors, LLC | 17,374 | $6.32M | 0.46% | +25+0.1% | Added |
| Vision Capital Management, Inc. | 17,490 | $6.36M | 0.80% | +26+0.1% | Added |
| The PNC Financial Services Group, Inc. | 17,919 | $6.52M | 0.00% | +861+5.0% | Added |
| Canal Capital Management, LLC | 17,970 | $6.54M | 0.88% | +8,979+99.9% | Added |
| Arcadia Investment Management Corp | 18,065 | $6.57M | 1.13% | +50+0.3% | Added |
| State of Wisconsin Investment Board | 18,208 | $6.62M | 0.02% | −4,947−21.4% | Reduced |
| TD Asset Management Inc | 18,365 | $6.68M | 0.01% | −789−4.1% | Reduced |
| Southernsun Asset Management, LLC | 18,646 | $6.78M | 0.98% | +188+1.0% | Added |
| Ironvine Capital Partners, LLC | 18,947 | $6.89M | 0.76% | +9,301+96.4% | Added |
| PFA Pension, Forsikringsaktieselskab | 19,031 | $6.92M | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 19,201 | $6.99M | 0.02% | +1,295+7.2% | Added |
| Advisors Capital Management, LLC | 20,246 | $7.37M | 0.09% | +105+0.5% | Added |
| AQR Capital Management LLC | 21,160 | $7.58M | 0.00% | +6,209+41.5% | Added |
| Anchor Investment Management, LLC | 21,504 | $7.82M | 0.65% | −300−1.4% | Reduced |
| Manufacturers Life Insurance Company, The | 22,164 | $8.06M | 0.01% | +3,115+16.4% | Added |
| Ascent Group, LLC | 22,374 | $8.14M | 0.28% | +2,012+9.9% | Added |
| Commerce Bank | 22,509 | $8.19M | 0.04% | +20,547+1,047.2% | Added |
| Stratos Wealth Partners, LTD. | 22,794 | $8.29M | 0.09% | −2,438−9.7% | Reduced |
| DF Dent & Co Inc | 22,836 | $8.31M | 0.16% | +1,236+5.7% | Added |
| Quantinno Capital Management LP | 23,306 | $8.48M | 0.01% | +8,881+61.6% | Added |
| Freestone Grove Partners LP | 23,359 | $8.50M | 0.06% | +23,359 | New |
| HRT Financial LP | 23,461 | $8.53M | 0.02% | −47,283−66.8% | Reduced |
| Taylor Securities Services, Inc. | 23,825 | $8.67M | 4.05% | +225+1.0% | Added |
| CIBC World Markets Inc. | 24,294 | $8.84M | 0.02% | +17,178+241.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 24,720 | $8.99M | 0.03% | −6,932−21.9% | Reduced |
| Standard Life Aberdeen plc | 24,807 | $9.02M | 0.01% | −131−0.5% | Reduced |
| Susquehanna International Group, LLP | 25,075 | $9.12M | 0.01% | +25,075 | New |
| Schwartz Investment Counsel Inc | 25,185 | $9.16M | 0.33% | −142,000−84.9% | Reduced |
| BLI - Banque de Luxembourg Investments | 28,500 | $9.62M | 0.29% | 00.0% | Unchanged |
| Truist Financial Corp | 26,827 | $9.76M | 0.01% | −8,802−24.7% | Reduced |
| Crown Oak Advisors, LLC | 27,097 | $9.86M | 4.94% | +376+1.4% | Added |
| Storebrand Asset Management AS | 28,179 | $10.3M | 0.03% | −2,212−7.3% | Reduced |
| Aviva PLC | 28,513 | $10.4M | 0.02% | +586+2.1% | Added |
| Korea Investment CORP | 28,745 | $10.5M | 0.02% | +2,712+10.4% | Added |
| SEI Investments Co | 28,781 | $10.5M | 0.01% | −7,970−21.7% | Reduced |
| Franklin Resources Inc | 28,936 | $10.5M | 0.00% | −1,725−5.6% | Reduced |
| Prospera Financial Services Inc | 29,563 | $10.8M | 0.17% | +164+0.6% | Added |
| Carnegie Capital Asset Management, LLC | 29,712 | $10.8M | 0.21% | +1,772+6.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 29,861 | $10.9M | 0.09% | +16+0.1% | Added |
| Redmond Asset Management, LLC | 30,579 | $11.1M | 3.04% | +682+2.3% | Added |
| Wendell David Associates Inc | 30,709 | $11.2M | 1.22% | −680−2.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 31,968 | $11.6M | 0.09% | +240+0.8% | Added |
| LPL Financial LLC | 32,288 | $11.7M | 0.00% | +2,495+8.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 29,416 | $12.0M | 0.12% | −1,710−5.5% | Reduced |
| New York State Teachers Retirement System | 33,877 | $12.3M | 0.03% | −1,134−3.2% | Reduced |
| State Board of Administration of Florida Retirement System | 34,004 | $12.4M | 0.02% | −1,246−3.5% | Reduced |
| Covington Investment Advisors Inc. | 34,098 | $12.4M | 1.82% | −757−2.2% | Reduced |
| First Trust Advisors LP | 34,212 | $12.4M | 0.01% | +22,208+185.0% | Added |
| Barclays PLC | 34,270 | $12.5M | 0.00% | −18,015−34.5% | Reduced |
| Running Oak Capital LLC | 34,761 | $12.6M | 1.71% | −3,356−8.8% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 35,170 | $12.8M | 6.43% | +1,037+3.0% | Added |
| Motley Fool Asset Management LLC | 35,366 | $12.9M | 0.55% | −1,420−3.9% | Reduced |
| Washington Trust Co | 36,319 | $13.2M | 0.45% | +223+0.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 36,678 | $13.3M | 0.01% | +3,783+11.5% | Added |
| Price T Rowe Associates Inc | 36,912 | $13.4M | 0.00% | +3,121+9.2% | Added |
| LaFleur & Godfrey LLC | 37,030 | $13.5M | 1.68% | +31+0.1% | Added |
| Bath Savings Trust Co | 37,618 | $13.7M | 1.46% | −870−2.3% | Reduced |
| DekaBank Deutsche Girozentrale | 38,869 | $14.4M | 0.02% | 00.0% | Unchanged |
| Intrinsic Edge Capital Management LLC | 40,000 | $14.6M | 2.65% | +40,000 | New |
| Grace & White Inc | 42,200 | $15.4M | 2.71% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 44,059 | $16.0M | 0.04% | −14,873−25.2% | Reduced |
| Federated Hermes, Inc. | 44,422 | $16.2M | 0.03% | −1,015−2.2% | Reduced |
| Alliancebernstein L.P. | 48,004 | $16.2M | 0.01% | −333−0.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 46,000 | $16.7M | 0.21% | +1,089+2.4% | Added |
| California Public Employees Retirement System | 46,268 | $16.8M | 0.01% | −12,857−21.7% | Reduced |
| Victory Capital Management Inc | 46,556 | $16.9M | 0.01% | +534+1.2% | Added |
| Millennium Management LLC | 46,769 | $17.0M | 0.01% | +18,414+64.9% | Added |
| Fifth Third Bancorp | 47,567 | $17.3M | 0.03% | +45,972+2,882.3% | Added |
| Amundi | 47,567 | $17.3M | 0.00% | −7,785−14.1% | Reduced |
| Premier Fund Managers Ltd | 50,394 | $17.6M | 1.25% | −3,168−5.9% | Reduced |
| Great West Life Assurance Co | 49,542 | $18.1M | 0.03% | −1,370−2.7% | Reduced |
| DDD Partners, LLC | 50,496 | $18.4M | 1.27% | +50,496 | New |
| Heartland Advisors Inc | 51,593 | $18.8M | 0.96% | +6,442+14.3% | Added |
| Pembroke Management, LTD | 51,878 | $18.9M | 2.73% | +5,075+10.8% | Added |
| Handelsbanken Fonder AB | 52,738 | $19.2M | 0.06% | +11,080+26.6% | Added |
| Nordea Investment Management AB | 54,275 | $19.3M | 0.02% | −2,540−4.5% | Reduced |
| Retirement Systems of Alabama | 54,962 | $20.0M | 0.07% | +901+1.7% | Added |
| California State Teachers Retirement System | 55,004 | $20.0M | 0.02% | −1,236−2.2% | Reduced |
| Dudley & Shanley, Inc. | 55,692 | $20.3M | 3.31% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 58,665 | $20.4M | 0.01% | +56,412+2,503.9% | Added |
| Russell Investments Group, Ltd. | 56,583 | $20.6M | 0.02% | +756+1.4% | Added |
| Nomura Asset Management International Inc. | 57,492 | $20.9M | 0.04% | −6,001−9.5% | Reduced |
| Swedbank AB | 58,214 | $21.2M | 0.02% | +5,869+11.2% | Added |
| Geneva Capital Management LLC | 60,059 | $21.8M | 0.46% | −7,460−11.0% | Reduced |
| Natixis Advisors, L.P. | 63,225 | $23.0M | 0.03% | +6,249+11.0% | Added |
| Capital International Inc | 63,551 | $23.1M | 0.18% | +5,089+8.7% | Added |
| Gotham Asset Management, LLC | 63,568 | $23.1M | 0.07% | +36,706+136.6% | Added |
| Deutsche Bank AG | 63,877 | $23.2M | 0.01% | −171−0.3% | Reduced |
| RMB Capital Management, LLC | 65,655 | $23.9M | 0.43% | −1,330−2.0% | Reduced |