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 |
|---|---|---|---|---|---|
| Taylor Frigon Capital Management LLC | 4,120 | $1.50M | 0.85% | −111−2.6% | Reduced |
| Daiwa Securities Group Inc. | 4,017 | $1.46M | 0.00% | +281+7.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,016 | $1.46M | 0.00% | −90−2.2% | Reduced |
| Alliance Wealth Advisors, LLC | 3,986 | $1.45M | 0.31% | −2,115−34.7% | Reduced |
| Quadrant Capital Group LLC | 3,972 | $1.44M | 0.04% | −165−4.0% | Reduced |
| Centiva Capital, LP | 3,965 | $1.44M | 0.07% | +3,965 | New |
| Eurizon Capital SGR S.p.A. | 3,958 | $1.44M | 0.00% | +3,958 | New |
| Entropy Technologies, LP | 3,947 | $1.44M | 0.07% | −6,605−62.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,938 | $1.43M | 0.00% | −338−7.9% | Reduced |
| Concurrent Investment Advisors, LLC | 3,802 | $1.38M | 0.02% | +625+19.7% | Added |
| OP Asset Management Ltd | 3,795 | $1.38M | 0.01% | −488−11.4% | Reduced |
| Capital Investment Advisory Services, LLC | 3,736 | $1.36M | 0.10% | +10.0% | Added |
| Mirabaud Asset Management Ltd | 3,851 | $1.34M | 1.11% | +654+20.5% | Added |
| Abn Amro Investment Solutions | 3,672 | $1.34M | 0.02% | +1,333+57.0% | Added |
| GW&K Investment Management, LLC | 3,655 | $1.33M | 0.01% | −106,566−96.7% | Reduced |
| Carderock Capital Management Inc | 3,650 | $1.33M | 0.33% | +828+29.3% | Added |
| Mattern Capital Management, LLC | 3,614 | $1.31M | 0.16% | +389+12.1% | Added |
| Public Employees Retirement Association of Colorado | 3,605 | $1.31M | 0.01% | 00.0% | Unchanged |
| Bank of Nova Scotia | 3,574 | $1.30M | 0.00% | −125−3.4% | Reduced |
| Annandale Capital, LLC | 3,516 | $1.28M | 0.21% | +28+0.8% | Added |
| Atlantic Union Bankshares Corp | 3,490 | $1.27M | 0.02% | +32+0.9% | Added |
| Mercer Global Advisors Inc | 3,476 | $1.26M | 0.00% | +294+9.2% | Added |
| State of Alaska, Department of Revenue | 3,467 | $1.26M | 0.01% | 00.0% | Unchanged |
| Inceptionr LLC | 3,436 | $1.25M | 0.30% | −50−1.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,405 | $1.24M | 0.01% | +2,310+211.0% | Added |
| Jain Global LLC | 3,363 | $1.22M | 0.02% | +3,363 | New |
| Alpha Omega Wealth Management LLC | 3,353 | $1.22M | 0.20% | −50−1.5% | Reduced |
| 2Xideas AG | 3,203 | $1.17M | 0.46% | −1,634−33.8% | Reduced |
| Cresset Asset Management, LLC | 3,191 | $1.16M | 0.01% | −221−6.5% | Reduced |
| Chicago Trust Co NA | 3,151 | $1.15M | 0.18% | −45−1.4% | Reduced |
| TradeLink Capital LLC | 3,057 | $1.14M | 8.59% | +3,057 | New |
| TCI Wealth Advisors, Inc. | 3,111 | $1.13M | 0.06% | +1,326+74.3% | Added |
| Warren Averett Asset Management, LLC | 3,100 | $1.13M | 0.01% | +3,100 | New |
| SlateStone Wealth, LLC | 3,094 | $1.13M | 0.09% | +453+17.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,050 | $1.11M | 0.04% | −110−3.5% | Reduced |
| Umb Bank N A | 3,048 | $1.11M | 0.02% | +31+1.0% | Added |
| Tocqueville Asset Management L.P. | 3,000 | $1.09M | 0.02% | +3,000 | New |
| Virtu Financial LLC | 2,981 | $1.08M | 0.04% | −1,283−30.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 2,846 | $1.04M | 0.01% | −867−23.4% | Reduced |
| Access Financial Services, Inc. | 2,843 | $1.03M | 0.37% | −170−5.6% | Reduced |
| Caxton Associates LLP | 2,810 | $1.02M | 0.02% | +404+16.8% | Added |
| Change Path, LLC | 2,767 | $1.01M | 0.02% | +173+6.7% | Added |
| M&T Bank Corp | 2,765 | $1.01M | 0.00% | +1,370+98.2% | Added |
| Delta Global Management LP | 2,745 | $998.6K | 0.08% | −4,432−61.8% | Reduced |
| Gulf International Bank (UK) Ltd | 2,736 | $995.0K | 0.02% | +822+42.9% | Added |
| GHP Investment Advisors, Inc. | 2,730 | $993.2K | 0.04% | −360−11.7% | Reduced |
| Chicago Capital, LLC | 2,720 | $989.6K | 0.03% | −287−9.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,718 | $988.9K | 0.05% | +248+10.0% | Added |
| Perbak Capital Partners LLP | 2,700 | $982.2K | 0.24% | +1,388+105.8% | Added |
| MML Investors Services, LLC | 2,688 | $978.0K | 0.00% | +237+9.7% | Added |
| Steward Partners Investment Advisory, LLC | 2,651 | $964.5K | 0.00% | +118+4.7% | Added |
| Coastal Bridge Advisors, LLC | 2,615 | $951.1K | 0.07% | +40+1.6% | Added |
| Equitable Trust Co | 2,613 | $950.6K | 0.04% | −41−1.5% | Reduced |
| Securian Asset Management, Inc | 2,574 | $936.4K | 0.04% | −32−1.2% | Reduced |
| Charter Oak Capital Management, LLC | 2,550 | $927.7K | 0.07% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 2,523 | $917.8K | 0.09% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 2,514 | $914.6K | 0.01% | −471−15.8% | Reduced |
| Triad Investment Management | 2,445 | $889.5K | 1.05% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,443 | $888.9K | 0.03% | −138−5.3% | Reduced |
| Skopos Labs, Inc. | 2,433 | $884.8K | 0.03% | +1,233+102.8% | Added |
| We Are One Seven, LLC | 2,409 | $876.6K | 0.02% | +152+6.7% | Added |
| Cranbrook Wealth Management, LLC | 2,345 | $853.1K | 0.17% | −46−1.9% | Reduced |
| Blalock Williams, LLC | 2,332 | $848.4K | 0.66% | +85+3.8% | Added |
| CIBC Asset Management Inc | 2,332 | $848.4K | 0.00% | +102+4.6% | Added |
| Eastern Bank | 2,314 | $841.8K | 0.01% | −415−15.2% | Reduced |
| BHK Investment Advisors, LLC | 2,294 | $834.6K | 0.28% | 00.0% | Unchanged |
| Northbridge Financial Group, LLC | 1,986 | $826.9K | 0.36% | −47−2.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,254 | $819.9K | 0.00% | +520+30.0% | Added |
| Wealth Alliance | 2,237 | $813.8K | 0.08% | +117+5.5% | Added |
| Trueblood Wealth Management, LLC | 2,236 | $813.5K | 0.32% | +32+1.5% | Added |
| Crawford Investment Counsel Inc | 2,236 | $813.3K | 0.01% | −27−1.2% | Reduced |
| Janus Henderson Group PLC | 2,223 | $808.1K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 2,206 | $802.5K | 0.01% | −44,836−95.3% | Reduced |
| Financial Advisory Service, Inc. | 2,206 | $802.5K | 0.05% | 00.0% | Unchanged |
| Roundview Capital LLC | 2,181 | $793.4K | 0.05% | +2,181 | New |
| CoreCap Advisors, LLC | 2,170 | $789.7K | 0.03% | −240−10.0% | Reduced |
| Portside Wealth Group, LLC | 2,139 | $778.0K | 0.11% | −200−8.6% | Reduced |
| Crossmark Global Holdings, Inc. | 2,113 | $768.8K | 0.01% | +343+19.4% | Added |
| Sequoia Financial Advisors, LLC | 2,111 | $768.1K | 0.00% | +398+23.2% | Added |
| Mount Yale Investment Advisors, LLC | 2,108 | $766.9K | 0.02% | +368+21.1% | Added |
| Prudential Financial Inc | 2,105 | $765.8K | 0.00% | −194−8.4% | Reduced |
| Diversify Wealth Management, LLC | 1,776 | $761.2K | 0.01% | +557+45.7% | Added |
| Aquatic Capital Management LLC | 2,086 | $758.9K | 0.02% | −12,640−85.8% | Reduced |
| Capital Analysts, LLC | 1,989 | $723.0K | 0.02% | −110−5.2% | Reduced |
| First Citizens Bank & Trust Co | 1,983 | $721.4K | 0.02% | −593−23.0% | Reduced |
| Bokf, NA | 1,978 | $719.6K | 0.01% | −2,003−50.3% | Reduced |
| Quantbot Technologies LP | 1,943 | $706.8K | 0.03% | −6,224−76.2% | Reduced |
| Allianz Asset Management GmbH | 1,938 | $705.0K | 0.00% | +346+21.7% | Added |
| Hancock Whitney Corp | 1,923 | $702.7K | 0.01% | +1,923 | New |
| Cox Capital Mgt LLC | 1,925 | $700.3K | 0.47% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 1,902 | $692.0K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,890 | $687.9K | 0.03% | −1,632−46.3% | Reduced |
| Drucker Wealth 3.0, LLC | 1,878 | $683.1K | 0.12% | +260+16.1% | Added |
| WoodTrust Financial Corp | 1,825 | $664.0K | 0.09% | +1,825 | New |
| Maryland State Retirement & Pension System | 1,819 | $661.7K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 1,801 | $655.2K | 0.00% | +13+0.7% | Added |
| Vident Advisory, LLC | 1,800 | $654.9K | 0.01% | −49−2.7% | Reduced |
| HB Wealth Management, LLC | 1,793 | $652.3K | 0.00% | +196+12.3% | Added |
| Alamea Verwaltungs GmbH | 1,789 | $650.8K | 0.48% | +262+17.2% | Added |
| Intrinsic Value Partners, LLC | 1,789 | $650.8K | 0.50% | +50+2.9% | Added |