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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Trust & Banking Corp | 44,059 | $16.0M | 0.04% | −14,873−25.2% | Reduced |
| Grace & White Inc | 42,200 | $15.4M | 2.71% | 00.0% | Unchanged |
| Intrinsic Edge Capital Management LLC | 40,000 | $14.6M | 2.65% | +40,000 | New |
| DekaBank Deutsche Girozentrale | 38,869 | $14.4M | 0.02% | 00.0% | Unchanged |
| Bath Savings Trust Co | 37,618 | $13.7M | 1.46% | −870−2.3% | Reduced |
| LaFleur & Godfrey LLC | 37,030 | $13.5M | 1.68% | +31+0.1% | Added |
| Price T Rowe Associates Inc | 36,912 | $13.4M | 0.00% | +3,121+9.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 36,678 | $13.3M | 0.01% | +3,783+11.5% | Added |
| Washington Trust Co | 36,319 | $13.2M | 0.45% | +223+0.6% | Added |
| Motley Fool Asset Management LLC | 35,366 | $12.9M | 0.55% | −1,420−3.9% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 35,170 | $12.8M | 6.43% | +1,037+3.0% | Added |
| Running Oak Capital LLC | 34,761 | $12.6M | 1.71% | −3,356−8.8% | Reduced |
| Barclays PLC | 34,270 | $12.5M | 0.00% | −18,015−34.5% | Reduced |
| First Trust Advisors LP | 34,212 | $12.4M | 0.01% | +22,208+185.0% | Added |
| Covington Investment Advisors Inc. | 34,098 | $12.4M | 1.82% | −757−2.2% | Reduced |
| State Board of Administration of Florida Retirement System | 34,004 | $12.4M | 0.02% | −1,246−3.5% | Reduced |
| New York State Teachers Retirement System | 33,877 | $12.3M | 0.03% | −1,134−3.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 29,416 | $12.0M | 0.12% | −1,710−5.5% | Reduced |
| LPL Financial LLC | 32,288 | $11.7M | 0.00% | +2,495+8.4% | Added |
| Teachers Retirement System of the State of Kentucky | 31,968 | $11.6M | 0.09% | +240+0.8% | Added |
| Wendell David Associates Inc | 30,709 | $11.2M | 1.22% | −680−2.2% | Reduced |
| Redmond Asset Management, LLC | 30,579 | $11.1M | 3.04% | +682+2.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 29,861 | $10.9M | 0.09% | +16+0.1% | Added |
| Carnegie Capital Asset Management, LLC | 29,712 | $10.8M | 0.21% | +1,772+6.3% | Added |
| Prospera Financial Services Inc | 29,563 | $10.8M | 0.17% | +164+0.6% | Added |
| Franklin Resources Inc | 28,936 | $10.5M | 0.00% | −1,725−5.6% | Reduced |
| SEI Investments Co | 28,781 | $10.5M | 0.01% | −7,970−21.7% | Reduced |
| Korea Investment CORP | 28,745 | $10.5M | 0.02% | +2,712+10.4% | Added |
| Aviva PLC | 28,513 | $10.4M | 0.02% | +586+2.1% | Added |
| Storebrand Asset Management AS | 28,179 | $10.3M | 0.03% | −2,212−7.3% | Reduced |
| Crown Oak Advisors, LLC | 27,097 | $9.86M | 4.94% | +376+1.4% | Added |
| Truist Financial Corp | 26,827 | $9.76M | 0.01% | −8,802−24.7% | Reduced |
| BLI - Banque de Luxembourg Investments | 28,500 | $9.62M | 0.29% | 00.0% | Unchanged |
| Schwartz Investment Counsel Inc | 25,185 | $9.16M | 0.33% | −142,000−84.9% | Reduced |
| Susquehanna International Group, LLP | 25,075 | $9.12M | 0.01% | +25,075 | New |
| Standard Life Aberdeen plc | 24,807 | $9.02M | 0.01% | −131−0.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 24,720 | $8.99M | 0.03% | −6,932−21.9% | Reduced |
| CIBC World Markets Inc. | 24,294 | $8.84M | 0.02% | +17,178+241.4% | Added |
| Taylor Securities Services, Inc. | 23,825 | $8.67M | 4.05% | +225+1.0% | Added |
| HRT Financial LP | 23,461 | $8.53M | 0.02% | −47,283−66.8% | Reduced |
| Freestone Grove Partners LP | 23,359 | $8.50M | 0.06% | +23,359 | New |
| Quantinno Capital Management LP | 23,306 | $8.48M | 0.01% | +8,881+61.6% | Added |
| DF Dent & Co Inc | 22,836 | $8.31M | 0.16% | +1,236+5.7% | Added |
| Stratos Wealth Partners, LTD. | 22,794 | $8.29M | 0.09% | −2,438−9.7% | Reduced |
| Commerce Bank | 22,509 | $8.19M | 0.04% | +20,547+1,047.2% | Added |
| Ascent Group, LLC | 22,374 | $8.14M | 0.28% | +2,012+9.9% | Added |
| Manufacturers Life Insurance Company, The | 22,164 | $8.06M | 0.01% | +3,115+16.4% | Added |
| Anchor Investment Management, LLC | 21,504 | $7.82M | 0.65% | −300−1.4% | Reduced |
| AQR Capital Management LLC | 21,160 | $7.58M | 0.00% | +6,209+41.5% | Added |
| Advisors Capital Management, LLC | 20,246 | $7.37M | 0.09% | +105+0.5% | Added |
| Janney Montgomery Scott LLC | 19,201 | $6.99M | 0.02% | +1,295+7.2% | Added |
| PFA Pension, Forsikringsaktieselskab | 19,031 | $6.92M | 0.02% | 00.0% | Unchanged |
| Ironvine Capital Partners, LLC | 18,947 | $6.89M | 0.76% | +9,301+96.4% | Added |
| Southernsun Asset Management, LLC | 18,646 | $6.78M | 0.98% | +188+1.0% | Added |
| TD Asset Management Inc | 18,365 | $6.68M | 0.01% | −789−4.1% | Reduced |
| State of Wisconsin Investment Board | 18,208 | $6.62M | 0.02% | −4,947−21.4% | Reduced |
| Arcadia Investment Management Corp | 18,065 | $6.57M | 1.13% | +50+0.3% | Added |
| Canal Capital Management, LLC | 17,970 | $6.54M | 0.88% | +8,979+99.9% | Added |
| The PNC Financial Services Group, Inc. | 17,919 | $6.52M | 0.00% | +861+5.0% | Added |
| Vision Capital Management, Inc. | 17,490 | $6.36M | 0.80% | +26+0.1% | Added |
| Naples Global Advisors, LLC | 17,374 | $6.32M | 0.46% | +25+0.1% | Added |
| Vanguard Asset Management, Ltd | 17,341 | $6.31M | 0.01% | +17,341 | New |
| MetLife Investment Management | 17,180 | $6.25M | 0.03% | +116+0.7% | Added |
| Oppenheimer Asset Management Inc. | 16,865 | $6.14M | 0.07% | +7,212+74.7% | Added |
| Citadel Advisors LLC | 16,777 | $6.10M | 0.00% | −44,980−72.8% | Reduced |
| New York State Common Retirement Fund | 16,748 | $6.09M | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 16,397 | $5.97M | 0.01% | +960+6.2% | Added |
| Ipswich Investment Management Co., Inc. | 16,292 | $5.93M | 1.39% | −428−2.6% | Reduced |
| Marks Group Wealth Management, Inc | 16,204 | $5.89M | 0.57% | −516−3.1% | Reduced |
| Tower Bridge Advisors | 16,196 | $5.89M | 0.57% | +384+2.4% | Added |
| Vanguard Investments Australia, Ltd. | 16,021 | $5.83M | 0.02% | +16,021 | New |
| BNP Paribas Arbitrage, SA | 16,004 | $5.82M | 0.00% | −4,302−21.2% | Reduced |
| River Road Asset Management, LLC | 15,905 | $5.79M | 0.07% | −1,002−5.9% | Reduced |
| Royal London Asset Management Ltd | 15,740 | $5.73M | 0.01% | −259−1.6% | Reduced |
| Pictet Asset Management Holding SA | 15,717 | $5.72M | 0.01% | −6,090−27.9% | Reduced |
| Amalgamated Bank | 15,705 | $5.71M | 0.04% | +230+1.5% | Added |
| Creative Planning | 14,994 | $5.45M | 0.00% | +6,190+70.3% | Added |
| Treasurer of the State of North Carolina | 14,899 | $5.42M | 0.02% | +313+2.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 14,784 | $5.38M | 0.05% | 00.0% | Unchanged |
| Marsico Capital Management LLC | 14,415 | $5.24M | 0.15% | 00.0% | Unchanged |
| Marshall Wace, LLP | 14,330 | $5.21M | 0.01% | +14,330 | New |
| Princeton Global Asset Management LLC | 14,321 | $5.21M | 0.85% | +171+1.2% | Added |
| Vanguard Global Advisers, LLC | 14,168 | $5.15M | 0.00% | +14,168 | New |
| Baskin Financial Services Inc. | 13,467 | $4.90M | 0.40% | −57,095−80.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 13,412 | $4.89M | 0.02% | +1,703+14.5% | Added |
| Mutual of America Capital Management LLC | 13,383 | $4.87M | 0.06% | −1,152−7.9% | Reduced |
| Kensington Investment Counsel, LLC | 13,372 | $4.86M | 2.34% | −2,599−16.3% | Reduced |
| Asset Management One Co.,Ltd. | 13,331 | $4.85M | 0.01% | +444+3.4% | Added |
| Mn Services Vermogensbeheer B.V. | 13,175 | $4.79M | 0.03% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,152 | $4.78M | 0.01% | −467−3.4% | Reduced |
| Motley Fool Wealth Management, LLC | 12,992 | $4.73M | 0.53% | −4,801−27.0% | Reduced |
| Hamilton Point Investment Advisors, LLC | 12,951 | $4.71M | 0.73% | −45−0.3% | Reduced |
| Cetera Investment Advisers | 12,822 | $4.66M | 0.00% | +2,276+21.6% | Added |
| Nisa Investment Advisors, LLC | 12,781 | $4.65M | 0.02% | −3,245−20.2% | Reduced |
| KLP Kapitalforvaltning AS | 12,600 | $4.58M | 0.02% | +200+1.6% | Added |
| Buckhead Capital Management LLC | 12,430 | $4.52M | 1.70% | +2,053+19.8% | Added |
| Alerus Financial NA | 11,939 | $4.34M | 0.22% | −444−3.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 11,900 | $4.34M | 0.01% | +2,255+23.4% | Added |
| Nomura Asset Management Co Ltd | 11,852 | $4.31M | 0.01% | +1,297+12.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 11,845 | $4.31M | 0.01% | −6,152−34.2% | Reduced |