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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 11,831 | $4.30M | 0.05% | −469−3.8% | Reduced |
| State of Tennessee, Treasury Department | 11,734 | $4.27M | 0.01% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 11,712 | $4.26M | 1.51% | +1,582+15.6% | Added |
| US Bancorp | 11,632 | $4.23M | 0.01% | +311+2.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 11,619 | $4.23M | 0.02% | +2,260+24.1% | Added |
| State of New Jersey Common Pension Fund D | 11,516 | $4.19M | 0.02% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 11,565 | $4.18M | 0.02% | +576+5.2% | Added |
| Commonwealth Equity Services, LLC | 11,478 | $4.18M | 0.01% | −1,230−9.7% | Reduced |
| United Capital Financial Advisers, LLC | 11,462 | $4.17M | 0.03% | −1,887−14.1% | Reduced |
| American Century Companies Inc | 11,447 | $4.16M | 0.00% | +179+1.6% | Added |
| Voleon Capital Management LP | 11,290 | $4.11M | 0.09% | +7,311+183.7% | Added |
| Oppenheimer & Co Inc | 11,287 | $4.11M | 0.05% | +1,683+17.5% | Added |
| Ensign Peak Advisors, Inc | 11,229 | $4.08M | 0.01% | −3,923−25.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 10,933 | $4.05M | 0.01% | −2,982−21.4% | Reduced |
| Bank of Montreal | 11,127 | $4.05M | 0.00% | +179+1.6% | Added |
| Public Employees Retirement System of Ohio | 10,973 | $3.99M | 0.01% | −328−2.9% | Reduced |
| TD Private Client Wealth LLC | 10,775 | $3.92M | 0.08% | +7,083+191.8% | Added |
| Yousif Capital Management, LLC | 10,736 | $3.91M | 0.05% | −494−4.4% | Reduced |
| Fiduciary Trust Co | 10,601 | $3.86M | 0.05% | −2,406−18.5% | Reduced |
| HighTower Advisors, LLC | 10,573 | $3.85M | 0.00% | +57+0.5% | Added |
| DnB Asset Management AS | 10,505 | $3.82M | 0.01% | +874+9.1% | Added |
| Avanza Fonder AB | 10,402 | $3.78M | 0.10% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 10,373 | $3.77M | 0.18% | +939+10.0% | Added |
| Landscape Capital Management, L.L.C. | 10,310 | $3.75M | 0.24% | +5,754+126.3% | Added |
| HSBC Holdings PLC | 10,180 | $3.70M | 0.00% | −301−2.9% | Reduced |
| Louisiana State Employees Retirement System | 10,100 | $3.67M | 0.06% | +400+4.1% | Added |
| Westfield Capital Management Co LP | 9,822 | $3.57M | 0.01% | +9,822 | New |
| D.A. Davidson & Co. | 9,819 | $3.57M | 0.02% | +167+1.7% | Added |
| SG Americas Securities, LLC | 9,764 | $3.55M | 0.00% | −853−8.0% | Reduced |
| Agf Management Ltd | 9,685 | $3.52M | 0.02% | +409+4.4% | Added |
| Pathstone Holdings, LLC | 9,533 | $3.47M | 0.01% | −225−2.3% | Reduced |
| Arizona State Retirement System | 9,490 | $3.45M | 0.02% | −84−0.9% | Reduced |
| Guggenheim Capital LLC | 9,488 | $3.45M | 0.03% | −1,200−11.2% | Reduced |
| NewEdge Wealth, LLC | 9,406 | $3.42M | 0.04% | −1,244−11.7% | Reduced |
| Verition Fund Management LLC | 9,156 | $3.33M | 0.03% | +2,663+41.0% | Added |
| Cambiar Investors LLC | 9,147 | $3.33M | 0.15% | +9,147 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,750 | $3.18M | 0.02% | +11+0.1% | Added |
| Tredje AP-fonden | 8,497 | $3.09M | 0.02% | +8,497 | New |
| State of Michigan Retirement System | 8,383 | $3.05M | 0.02% | +100+1.2% | Added |
| Level Four Advisory Services, LLC | 8,381 | $3.05M | 0.10% | +2,788+49.8% | Added |
| Atria Investments LLC | 8,140 | $2.96M | 0.03% | +613+8.1% | Added |
| Prosperity Consulting Group, LLC | 8,105 | $2.95M | 0.13% | −456−5.3% | Reduced |
| Credit Agricole S A | 8,094 | $2.94M | 0.01% | −10−0.1% | Reduced |
| Advisors Asset Management, Inc. | 7,983 | $2.90M | 0.05% | +1,278+19.1% | Added |
| Swiss Life Asset Management Ltd | 7,932 | $2.89M | 0.01% | +1,861+30.7% | Added |
| Thrivent Financial for Lutherans | 7,869 | $2.86M | 0.01% | +5+0.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,825 | $2.85M | 0.04% | +11+0.1% | Added |
| Prospect Capital Advisors, LLC | 7,810 | $2.84M | 1.58% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 7,773 | $2.83M | 0.02% | −362−4.4% | Reduced |
| Sanctuary Advisors, LLC | 7,649 | $2.78M | 0.02% | +1,188+18.4% | Added |
| IFM Investors Pty Ltd | 7,461 | $2.71M | 0.02% | +7,461 | New |
| Middleton & Co Inc | 7,340 | $2.67M | 0.30% | −170−2.3% | Reduced |
| Applied Capital LLC | 7,295 | $2.65M | 1.93% | −111−1.5% | Reduced |
| Numerai GP LLC | 7,196 | $2.62M | 0.26% | −10,812−60.0% | Reduced |
| New Mexico Educational Retirement Board | 7,118 | $2.59M | 0.08% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 7,108 | $2.59M | 0.03% | +193+2.8% | Added |
| Hosking Partners LLP | 7,092 | $2.58M | 0.09% | +7,092 | New |
| Jump Financial, LLC | 7,081 | $2.58M | 0.04% | +6,485+1,088.1% | Added |
| SEB Asset Management AB | 6,993 | $2.54M | 0.01% | +6,993 | New |
| Cerity Partners LLC | 6,858 | $2.49M | 0.00% | −81−1.2% | Reduced |
| Van Eck Associates Corp | 6,728 | $2.45M | 0.00% | +160+2.4% | Added |
| CWM Advisors, LLC | 6,727 | $2.45M | 0.14% | +1,820+37.1% | Added |
| Rockefeller Capital Management L.P. | 6,658 | $2.42M | 0.00% | −28−0.4% | Reduced |
| Freedom Day Solutions, LLC | 6,436 | $2.34M | 0.63% | −87−1.3% | Reduced |
| Callan Family Office, LLC | 6,435 | $2.34M | 0.05% | +981+18.0% | Added |
| Ameritas Investment Partners, Inc. | 6,434 | $2.34M | 0.07% | +34+0.5% | Added |
| Worldquant Millennium Advisors LLC | 6,418 | $2.33M | 0.01% | +6,418 | New |
| Xponance, Inc. | 6,411 | $2.33M | 0.02% | +969+17.8% | Added |
| Coldstream Capital Management Inc | 6,127 | $2.23M | 0.03% | +929+17.9% | Added |
| Voya Investment Management LLC | 6,107 | $2.22M | 0.00% | −284−4.4% | Reduced |
| Advisor Group Holdings, Inc. | 6,001 | $2.19M | 0.00% | −521−8.0% | Reduced |
| Appleton Partners Inc | 5,977 | $2.17M | 0.15% | −147−2.4% | Reduced |
| Gateway Investment Advisers LLC | 5,884 | $2.14M | 0.02% | −5,562−48.6% | Reduced |
| Atom Investors LP | 5,848 | $2.13M | 0.15% | +5,848 | New |
| Regions Financial Corp | 5,842 | $2.13M | 0.01% | −185−3.1% | Reduced |
| RFG Advisory, LLC | 5,778 | $2.10M | 0.04% | +964+20.0% | Added |
| Utah Retirement Systems | 5,709 | $2.08M | 0.02% | 00.0% | Unchanged |
| Havemeyer Place LP | 5,648 | $2.05M | 0.24% | +3,214+132.0% | Added |
| Bridges Investment Management Inc | 5,560 | $2.02M | 0.03% | +3,188+134.4% | Added |
| Colony Group, LLC | 5,429 | $1.98M | 0.00% | −3,050−36.0% | Reduced |
| National Pension Service | 5,383 | $1.96M | 0.00% | +2,401+80.5% | Added |
| O'Shaughnessy Asset Management, LLC | 5,270 | $1.92M | 0.01% | +757+16.8% | Added |
| Birch Capital Management, LLC | 5,103 | $1.86M | 0.97% | +904+21.5% | Added |
| Ilmarinen Mutual Pension Insurance Co | 5,096 | $1.85M | 0.01% | +5,096 | New |
| Barbara Oil Co. | 5,000 | $1.82M | 0.70% | 00.0% | Unchanged |
| Allstate Corp | 4,872 | $1.77M | 0.02% | +2,489+104.4% | Added |
| Summit Trail Advisors, LLC | 4,843 | $1.76M | 0.03% | +493+11.3% | Added |
| British Columbia Investment Management Corp | 4,815 | $1.75M | 0.01% | −1,366−22.1% | Reduced |
| Nissay Asset Management Corp | 4,681 | $1.70M | 0.01% | +73+1.6% | Added |
| Arrowstreet Capital, Limited Partnership | 4,630 | $1.68M | 0.00% | +4,630 | New |
| Toronto Dominion Bank | 4,629 | $1.68M | 0.00% | −971−17.3% | Reduced |
| Univest Financial Corp | 4,539 | $1.65M | 0.09% | +178+4.1% | Added |
| JustInvest LLC | 4,510 | $1.64M | 0.02% | +329+7.9% | Added |
| Oak Thistle LLC | 4,428 | $1.61M | 0.16% | +2,108+90.9% | Added |
| KBC Group NV | 4,331 | $1.57M | 0.00% | −343−7.3% | Reduced |
| Hunter Associates Investment Management LLC | 4,270 | $1.55M | 0.21% | −195−4.4% | Reduced |
| Intrepid Capital Management Inc | 4,254 | $1.55M | 0.59% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 4,247 | $1.55M | 0.02% | +704+19.9% | Added |
| WCM Investment Management, LLC | 4,350 | $1.52M | 0.00% | +100+2.4% | Added |
| Pacer Advisors, Inc. | 4,147 | $1.51M | 0.00% | −37−0.9% | Reduced |