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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2026: 772 institutions
Q1 2021: 464 institutionsQ2 2021: 475 institutionsQ3 2021: 478 institutionsQ4 2021: 521 institutionsQ1 2022: 495 institutionsQ2 2022: 516 institutionsQ3 2022: 538 institutionsQ4 2022: 568 institutionsQ1 2023: 615 institutionsQ2 2023: 677 institutionsQ3 2023: 683 institutionsQ4 2023: 727 institutionsQ1 2024: 746 institutionsQ2 2024: 778 institutionsQ3 2024: 789 institutionsQ4 2024: 822 institutionsQ1 2025: 840 institutionsQ2 2025: 807 institutionsQ3 2025: 780 institutionsQ4 2025: 768 institutionsQ1 2026: 772 institutionsQ2 2026: 787 institutions
Value heldQ1 2026: $13.9B
Q1 2021: $8.06BQ2 2021: $8.80BQ3 2021: $8.12BQ4 2021: $9.61BQ1 2022: $9.46BQ2 2022: $7.74BQ3 2022: $8.59BQ4 2022: $8.51BQ1 2023: $11.0BQ2 2023: $13.5BQ3 2023: $13.7BQ4 2023: $15.3BQ1 2024: $15.6BQ2 2024: $16.7BQ3 2024: $17.4BQ4 2024: $16.8BQ1 2025: $17.9BQ2 2025: $15.3BQ3 2025: $14.6BQ4 2025: $12.6BQ1 2026: $13.9BQ2 2026: $15.7B
Institutions holding WSO and their total value by quarter
QuarterHoldersValue
Q2 2026787$15.7B
Q1 2026772$13.9B
Q4 2025768$12.6B
Q3 2025780$14.6B
Q2 2025807$15.3B
Q1 2025840$17.9B
Q4 2024822$16.8B
Q3 2024789$17.4B
Q2 2024778$16.7B
Q1 2024746$15.6B
Q4 2023727$15.3B
Q3 2023683$13.7B
Q2 2023677$13.5B
Q1 2023615$11.0B
Q4 2022568$8.51B
Q3 2022538$8.59B
Q2 2022516$7.74B
Q1 2022495$9.46B
Q4 2021521$9.61B
Q3 2021478$8.12B
Q2 2021475$8.80B
Q1 2021464$8.06B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q4 2025.

Institutions holding WSO in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Harvey Investment Co LLC1,785$649.0K0.07%−205−10.3%Reduced
Boreal Capital Management LLC1,756$638.8K0.56%+243+16.1%Added
Norden Group LLC1,737$632.1K0.06%−125−6.7%Reduced
Omers Administration Corp1,734$630.8K0.00%+515+42.2%Added
SBI Okasan Asset Management Co.Ltd.1,800$628.0K0.03%00.0%Unchanged
Man Group plc1,716$624.3K0.00%−4,331−71.6%Reduced
Park Avenue Securities LLC1,714$623.0K0.00%+1,714New
Adviser Investments LLC1,687$613.8K0.01%+2+0.1%Added
Harrell Investment Partners, LLC1,669$607.2K0.14%+1,669New
Farther Finance Advisors, LLC1,571$590.4K0.01%−313−16.6%Reduced
Pinnacle Wealth Planning Services, Inc.1,622$590.1K0.06%+106+7.0%Added
Y-Intercept (Hong Kong) Ltd1,620$589.3K0.01%−1,892−53.9%Reduced
NBC Securities, Inc.1,610$585.7K0.04%−4−0.2%Reduced
Fifth Third Wealth Advisors LLC1,598$581.3K0.02%+296+22.7%Added
Journey Retirement Planning & Investment Management LLC1,594$580.2K0.51%−3,551−69.0%Reduced
Allworth Financial LP1,573$572.1K0.00%−2−0.1%Reduced
Phillips Wealth Planners LLC1,342$570.0K0.43%+418+45.2%Added
Hantz Financial Services, Inc.1,558$567.0K0.01%+796+104.5%Added
Massachusetts Financial Services Co1,549$563.5K0.00%−10−0.6%Reduced
Graham Capital Management, L.P.1,547$562.8K0.02%−2,422−61.0%Reduced
Beacon Pointe Advisors, LLC1,536$558.9K0.00%−106−6.5%Reduced
Koshinski Asset Management, Inc.1,523$553.9K0.03%+430+39.3%Added
Centennial Bank1,518$552.2K0.20%00.0%Unchanged
Integrated Wealth Concepts LLC1,513$550.5K0.00%+1,513New
Prudential PLC1,511$549.7K0.00%00.0%Unchanged
Meiji Yasuda Asset Management Co Ltd.1,510$549.3K0.03%+29+2.0%Added
Moody Lynn & Lieberson, LLC1,509$549.0K0.03%00.0%Unchanged
Old National Bancorp1,507$548.2K0.01%−539−26.3%Reduced
LGT Group Foundation1,499$545.3K0.01%00.0%Unchanged
Webster Bank, N. A.1,493$543.1K0.05%00.0%Unchanged
GAMMA Investing LLC1,471$535.1K0.02%+776+111.7%Added
National Bank of Canada1,439$524.3K0.00%+888+161.2%Added
Golden State Equity Partners1,435$522.0K0.04%−26−1.8%Reduced
Boothbay Fund Management, LLC1,429$519.9K0.01%+3+0.2%Added
Hilltop Holdings Inc.1,423$517.7K0.05%−436−23.5%Reduced
Tyche Wealth Partners LLC1,412$513.7K0.08%+493+53.6%Added
ProShare Advisors LLC1,401$509.7K0.00%00.0%Unchanged
Macquarie Group Ltd1,384$503.5K0.00%00.0%Unchanged
Advocate Group LLC1,384$503.5K0.08%00.0%Unchanged
Merit Financial Group, LLC1,373$499.6K0.00%+471+52.2%Added
Simplicity Wealth,LLC1,373$499.4K0.03%+189+16.0%Added
Nicolet Bankshares Inc1,326$498.6K0.02%+1,326New
Woodline Partners LP1,367$497.3K0.00%+724+112.6%Added
Park Place Capital Corp1,362$495.5K0.10%+370+37.3%Added
Voya Financial Advisors, Inc.1,424$494.4K0.05%+1,424New
ICW Investment Advisors LLC1,343$488.5K0.18%+237+21.4%Added
Evergreen Capital Management LLC1,340$487.5K0.01%+434+47.9%Added
Baker Avenue Asset Management, LP1,339$487.1K0.01%+16+1.2%Added
Avidian Wealth Solutions, LLC1,329$483.5K0.02%+278+26.5%Added
Advisor OS, LLC1,329$483.3K0.03%+370+38.6%Added
Ritholtz Wealth Management1,320$480.2K0.01%+1,320New
Tred Avon Family Wealth, LLC1,312$477.3K0.16%+138+11.8%Added
Unified Investment Management1,312$477.3K0.49%+1,312New
E. Ohman J:or Asset Management AB1,305$474.7K0.01%00.0%Unchanged
Schroder Investment Management Group1,294$470.7K0.00%+238+22.5%Added
Davidson Kahn Capital Management, LLC1,292$469.8K0.25%−1,906−59.6%Reduced
Saudi Central Bank1,289$468.9K0.01%+1,289New
First Bank & Trust1,252$455.5K0.07%−91−6.8%Reduced
Empowered Funds, LLC1,239$450.7K0.00%+1,239New
Citizens Business Bank1,239$450.7K0.07%+1,239New
Johnson Investment Counsel Inc1,229$447.1K0.00%−45−3.5%Reduced
TD Waterhouse Canada Inc.1,182$444.2K0.00%+922+354.6%Added
Tower Research Capital LLC (TRC)1,216$442.4K0.01%−708−36.8%Reduced
Two Sigma Securities, LLC1,214$441.6K0.05%+1,214New
Tudor Financial Inc.1,195$434.7K0.22%00.0%Unchanged
Sterling Capital Management LLC1,168$424.9K0.01%−895−43.4%Reduced
Shelton Capital Management1,164$423.5K0.01%00.0%Unchanged
Modera Wealth Management, LLC1,162$422.7K0.01%−3−0.3%Reduced
LVW Advisors, LLC1,160$422.0K0.04%−125−9.7%Reduced
Mutual Advisors, LLC1,158$421.3K0.01%+4+0.3%Added
Verity & Verity, LLC1,155$420.0K0.03%−75−6.1%Reduced
Significant Wealth Partners LLC1,154$419.8K0.52%+1,154New
Impact Capital Partners LLC1,153$419.4K0.13%−106−8.4%Reduced
Parsons Capital Management Inc1,136$413.3K0.02%+23+2.1%Added
Patten Group, Inc.1,134$412.5K0.07%+1,134New
Moneta Group Investment Advisors LLC1,119$407.0K0.00%−41−3.5%Reduced
Northwestern Mutual Wealth Management Co1,117$406.2K0.00%−434−28.0%Reduced
Assetmark, Inc1,115$405.7K0.00%+29+2.7%Added
Certior Financial Group, LLC1,115$405.5K0.26%+54+5.1%Added
Freemont Management S.A.1,100$400.2K0.07%−100−8.3%Reduced
QRG Capital Management, Inc.1,092$397.4K0.00%−52−4.5%Reduced
Toroso Investments, LLC1,084$394.3K0.00%−2,075−65.7%Reduced
Baker Ellis Asset Management LLC1,059$385.3K0.05%00.0%Unchanged
Greenleaf Trust1,056$384.2K0.00%+44+4.3%Added
Texas Yale Capital Corp.1,042$379.1K0.01%+1,042New
Compass Ion Advisors, LLC1,040$378.4K0.04%+147+16.5%Added
Quantum Private Wealth, LLC1,038$377.4K0.12%00.0%Unchanged
Modern Wealth Management, LLC997$374.8K0.01%−90−8.3%Reduced
71 West Capital Partners1,030$374.7K0.02%00.0%Unchanged
Ballentine Partners, LLC1,029$374.3K0.01%+1,029New
Park National Corp1,019$370.7K0.01%00.0%Unchanged
North Dakota State Investment Board1,017$370.0K0.02%−208−17.0%Reduced
PensionDanmark Pensionsforsikringsaktieselskab1,010$367.4K0.00%00.0%Unchanged
Osmosis Investment Management UK Ltd1,004$365.2K0.01%+1,004New
Argent Trust Co1,003$364.9K0.01%−4,063−80.2%Reduced
Tompkins Financial Corp1,000$363.8K0.03%00.0%Unchanged
AE Wealth Management LLC987$358.9K0.00%+15+1.5%Added
Venture Visionary Partners LLC985$358.3K0.01%−283−22.3%Reduced
Penserra Capital Management LLC987$358.0K0.00%+20+2.1%Added
Ostrum Asset Management973$354.0K0.02%+803+472.4%Added