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 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 68,572 | $24.9M | 0.01% | +31,109+83.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 69,933 | $25.4M | 0.02% | +3,253+4.9% | Added |
| Capital Advisors Inc | 71,088 | $25.9M | 0.42% | +4,711+7.1% | Added |
| Alps Advisors Inc | 71,467 | $26.0M | 0.12% | +695+1.0% | Added |
| Nuveen, LLC | 75,300 | $27.4M | 0.01% | +14,233+23.3% | Added |
| Invesco Ltd. | 75,441 | $27.4M | 0.00% | −2,895−3.7% | Reduced |
| Wilkinson Global Asset Management LLC | 78,084 | $28.4M | 2.16% | −841−1.1% | Reduced |
| Fenimore Asset Management Inc | 80,971 | $29.5M | 0.66% | +20,112+33.0% | Added |
| Howland Capital Management LLC | 83,164 | $30.3M | 1.20% | −697−0.8% | Reduced |
| Citigroup Inc | 85,452 | $31.1M | 0.02% | −39,646−31.7% | Reduced |
| Dearborn Partners LLC | 89,590 | $32.6M | 1.76% | −5,141−5.4% | Reduced |
| Anchor Capital Advisors LLC | 91,378 | $33.2M | 0.95% | +5,986+7.0% | Added |
| Swiss National Bank | 102,484 | $37.3M | 0.02% | +6,840+7.2% | Added |
| Brown Advisory Inc | 102,900 | $37.4M | 0.06% | +100,418+4,045.9% | Added |
| Legal & General Group Plc | 103,754 | $37.7M | 0.01% | +3,302+3.3% | Added |
| King Luther Capital Management Corp | 106,083 | $38.6M | 0.17% | −10,903−9.3% | Reduced |
| Rhumbline Advisers | 107,110 | $39.0M | 0.03% | +3,746+3.6% | Added |
| Employees Retirement System of Texas | 107,201 | $39.0M | 0.34% | −5,400−4.8% | Reduced |
| Stifel Financial Corp | 110,760 | $40.3M | 0.04% | +7,256+7.0% | Added |
| Conestoga Capital Advisors, LLC | 121,904 | $44.3M | 0.89% | +6,336+5.5% | Added |
| Baird Financial Group, Inc. | 122,206 | $44.5M | 0.07% | +12,597+11.5% | Added |
| Kames Capital plc | 125,107 | $45.0M | 0.60% | +11,103+9.7% | Added |
| CIBC Bancorp USA Inc. | 127,904 | $46.5M | 0.06% | +127,904 | New |
| Neuberger Berman Group LLC | 130,482 | $47.6M | 0.04% | −252,363−65.9% | Reduced |
| Riverbridge Partners LLC | 131,738 | $47.9M | 1.17% | +62,328+89.8% | Added |
| Epoch Investment Partners, Inc. | 133,469 | $48.6M | 0.29% | −1,662−1.2% | Reduced |
| Wellington Management Group LLP | 140,170 | $51.0M | 0.01% | −8,836−5.9% | Reduced |
| Benjamin Edwards Inc | 141,901 | $51.6M | 0.51% | −3,230−2.2% | Reduced |
| CI Private Wealth, LLC | 143,216 | $52.0M | 0.07% | −2,189−1.5% | Reduced |
| Royal Bank of Canada | 144,173 | $52.4M | 0.01% | +6,517+4.7% | Added |
| Junto Capital Management LP | 145,151 | $52.8M | 1.12% | +145,151 | New |
| Jacobs Levy Equity Management, Inc | 147,380 | $53.6M | 0.23% | −5,065−3.3% | Reduced |
| UBS Asset Management Americas Inc | 149,692 | $54.5M | 0.01% | +21,114+16.4% | Added |
| SG Capital Management LLC | 161,191 | $58.6M | 4.83% | +161,191 | New |
| Donaldson Capital Management, LLC | 162,639 | $59.2M | 1.92% | +52,708+47.9% | Added |
| Vantage Investment Partners, LLC | 171,864 | $62.5M | 4.31% | +5,692+3.4% | Added |
| Principal Financial Group Inc | 174,551 | $63.5M | 0.03% | +96,788+124.5% | Added |
| JPMorgan Chase & Co | 201,299 | $70.2M | 0.00% | −13,503−6.3% | Reduced |
| Welch & Forbes LLC | 209,805 | $76.3M | 0.99% | −913−0.4% | Reduced |
| Renaissance Technologies LLC | 216,400 | $78.7M | 0.12% | −88,880−29.1% | Reduced |
| Vanguard Fiduciary Trust Co | 216,751 | $78.9M | 0.02% | +216,751 | New |
| Brown Brothers Harriman & Co | 225,996 | $82.2M | 0.44% | −4,996−2.2% | Reduced |
| Dimensional Fund Advisors LP | 226,917 | $82.5M | 0.02% | +1,670+0.7% | Added |
| Caledonia Investments PLC | 232,927 | $84.7M | 9.89% | 00.0% | Unchanged |
| Bank of America Corp | 239,606 | $87.2M | 0.01% | +26,003+12.2% | Added |
| Bank of New York Mellon Corp | 251,778 | $91.6M | 0.02% | −2,422−1.0% | Reduced |
| Bahl & Gaynor Inc | 261,924 | $95.3M | 0.48% | +1,138+0.4% | Added |
| Envestnet Asset Management Inc | 292,356 | $106.4M | 0.03% | +73,770+33.7% | Added |
| Two Sigma Investments, LP | 300,096 | $109.2M | 0.09% | −104,707−25.9% | Reduced |
| Northern Trust Corp | 325,306 | $118.3M | 0.02% | +6,144+1.9% | Added |
| Captrust Financial Advisors | 330,883 | $120.4M | 0.21% | −65,631−16.6% | Reduced |
| Hamlin Capital Management, LLC | 337,335 | $122.7M | 2.96% | −2,987−0.9% | Reduced |
| Capital World Investors | 339,018 | $123.3M | 0.02% | −95,000−21.9% | Reduced |
| UBS Group AG | 363,127 | $132.1M | 0.02% | +176,252+94.3% | Added |
| Wells Fargo & Company | 421,188 | $153.2M | 0.03% | −5,167−1.2% | Reduced |
| Raymond James Financial Inc | 426,905 | $155.3M | 0.05% | +33,035+8.4% | Added |
| Davenport & Co LLC | 545,278 | $198.4M | 1.10% | +75,101+16.0% | Added |
| Goldman Sachs Group Inc | 560,672 | $204.0M | 0.03% | +255,909+84.0% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 582,169 | $211.8M | 1.77% | +4,500+0.8% | Added |
| Blair William & Co | 582,700 | $212.0M | 0.61% | −92,740−13.7% | Reduced |
| Geode Capital Management, LLC | 654,030 | $237.5M | 0.01% | +16,016+2.5% | Added |
| Morgan Stanley | 890,992 | $324.1M | 0.02% | +66,126+8.0% | Added |
| Baillie Gifford & Co | 1,137,258 | $413.7M | 0.42% | +219,766+24.0% | Added |
| State Street Corp | 1,273,941 | $463.4M | 0.02% | +33,305+2.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,329,205 | $483.6M | 1.42% | −77,679−5.5% | Reduced |
| Charles Schwab Investment Management Inc | 1,340,401 | $487.2M | 0.07% | −219,564−14.1% | Reduced |
| Vanguard Capital Management LLC | 1,567,499 | $570.2M | 0.01% | +1,567,499 | New |
| Vanguard Portfolio Management LLC | 1,751,054 | $637.0M | 0.03% | +1,751,054 | New |
| FMR LLC | 1,890,322 | $687.7M | 0.04% | −76,577−3.9% | Reduced |
| Capital Research Global Investors | 1,898,603 | $690.7M | 0.11% | +1,898,603 | New |
| Capital International Investors | 3,477,231 | $1.26B | 0.30% | −1,165,662−25.1% | Reduced |
| BlackRock, Inc. | 4,090,055 | $1.49B | 0.03% | +404,775+11.0% | Added |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −234,580−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −120,497−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −62,727−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −61,054−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −12,236−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −9,756−100.0% | Sold out |
| Nicola Wealth Management Ltd. | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −6,931−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −6,669−100.0% | Sold out |
| Regents Gate Capital LLP | 0 | $0 | 0.00% | −6,430−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −6,188−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −5,519−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −4,555−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −4,497−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −3,948−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −3,775−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −3,696−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −3,665−100.0% | Sold out |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −3,026−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −2,819−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −2,709−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −2,632−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −2,163−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −1,584−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −1,543−100.0% | Sold out |
| Rakuten Investment Management, Inc. | 0 | $0 | 0.00% | −1,479−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −1,486−100.0% | Sold out |