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 |
|---|---|---|---|---|---|
| International Assets Investment Management, LLC | 931 | $350.0K | 0.02% | +55+6.3% | Added |
| Cary Street Partners Financial LLC | 956 | $347.8K | 0.01% | +36+3.9% | Added |
| Parallel Advisors, LLC | 954 | $347.2K | 0.01% | −20−2.1% | Reduced |
| Autumn Glory Partners, LLC | 950 | $345.6K | 0.13% | +950 | New |
| Trust Point Inc. | 946 | $344.1K | 0.03% | −63−6.2% | Reduced |
| Lido Advisors, LLC | 926 | $337.3K | 0.00% | +122+15.2% | Added |
| Simon Quick Advisors, LLC | 923 | $335.8K | 0.02% | +923 | New |
| Adell Harriman & Carpenter Inc | 913 | $332.1K | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 912 | $331.9K | 0.01% | +7+0.8% | Added |
| K.J. Harrison & Partners Inc | 910 | $331.0K | 0.05% | 00.0% | Unchanged |
| XTX Topco Ltd | 899 | $327.0K | 0.01% | −9,192−91.1% | Reduced |
| Kestra Private Wealth Services, LLC | 895 | $325.6K | 0.00% | −152−14.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 865 | $325.2K | 0.00% | −24−2.7% | Reduced |
| Vise Technologies, Inc. | 963 | $324.4K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 891 | $324.1K | 0.00% | −141−13.7% | Reduced |
| Gibbs Wealth Management | 891 | $324.1K | 0.04% | +319+55.8% | Added |
| Lombard Odier Asset Management (USA) Corp | 886 | $322.3K | 0.17% | +886 | New |
| Citizens Financial Group Inc | 884 | $321.5K | 0.00% | −2,194−71.3% | Reduced |
| Texas Bank & Trust Co | 875 | $318.3K | 0.12% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 868 | $315.8K | 0.02% | 00.0% | Unchanged |
| BankPlus Trust Department | 848 | $308.5K | 0.08% | 00.0% | Unchanged |
| Boston Family Office LLC | 835 | $304.0K | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 832 | $302.7K | 0.00% | −2−0.2% | Reduced |
| Burney Co | 832 | $302.7K | 0.01% | +15+1.8% | Added |
| Cullen/Frost Bankers, Inc. | 831 | $302.3K | 0.00% | +4+0.5% | Added |
| Jane Street Group, LLC | 825 | $300.1K | 0.00% | −2,738−76.8% | Reduced |
| Massmutual Trust Co FSB | 819 | $297.9K | 0.01% | +36+4.6% | Added |
| Foster Dykema Cabot & Partners, LLC | 810 | $294.7K | 0.02% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 808 | $293.9K | 0.00% | −50−5.8% | Reduced |
| Stephens Inc | 806 | $293.2K | 0.00% | +4+0.5% | Added |
| CWM, LLC | 793 | $288.6K | 0.00% | +83+11.7% | Added |
| Dorsey & Whitney Trust CO LLC | 784 | $285.1K | 0.02% | +6+0.8% | Added |
| JTC Employer Solutions Trusteee Ltd | 780 | $284.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 779 | $283.4K | 0.01% | −90−10.4% | Reduced |
| Heartwood Wealth Advisors LLC | 761 | $276.8K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 757 | $275.3K | 0.00% | −172−18.5% | Reduced |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 752 | $273.6K | 0.20% | −402−34.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 736 | $267.7K | 0.00% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 731 | $265.9K | 0.08% | +7+1.0% | Added |
| Vestcor Inc | 727 | $264.0K | 0.01% | −12−1.6% | Reduced |
| Apollon Wealth Management, LLC | 719 | $261.6K | 0.00% | +719 | New |
| Sound View Wealth Advisors Group, LLC | 709 | $257.9K | 0.02% | 00.0% | Unchanged |
| Guardian Partners Inc. | 708 | $257.6K | 0.02% | +22+3.2% | Added |
| Dakota Wealth Management | 706 | $256.8K | 0.01% | +48+7.3% | Added |
| Intrust Bank NA | 703 | $255.7K | 0.02% | −44−5.9% | Reduced |
| Groesbeck Investment Management Corp | 697 | $254.0K | 0.49% | +11+1.6% | Added |
| Fulcrum Capital LLC | 691 | $251.4K | 0.05% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 689 | $250.7K | 0.00% | +689 | New |
| Valeo Financial Advisors, LLC | 686 | $249.6K | 0.01% | −222−24.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 684 | $249.0K | 0.05% | +70+11.4% | Added |
| Somerset Trust Co | 684 | $248.8K | 0.08% | +16+2.4% | Added |
| ASR Vermogensbeheer N.V. | 683 | $248.4K | 0.00% | +16+2.4% | Added |
| Roehl & Yi Investment Advisors, LLC | 680 | $247.4K | 0.09% | +680 | New |
| Thrive Wealth Management, LLC | 676 | $245.9K | 0.04% | +676 | New |
| Whetstone Capital Advisors, LLC | 668 | $243.0K | 0.09% | +12+1.8% | Added |
| Fisher Asset Management, LLC | 667 | $242.9K | 0.00% | +667 | New |
| PAX Financial Group, LLC | 667 | $242.8K | 0.04% | −139−17.2% | Reduced |
| Argonautica Private Wealth Management, Inc | 662 | $240.9K | 0.07% | +64+10.7% | Added |
| Pensionmark Financial Group, LLC | 660 | $240.1K | 0.00% | +52+8.6% | Added |
| Paradigm Financial Partners, LLC | 652 | $237.2K | 0.04% | −48−6.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 645 | $234.6K | 0.04% | +645 | New |
| Apella Capital, LLC | 539 | $231.9K | 0.00% | +539 | New |
| Checchi Capital Advisers, LLC | 636 | $231.4K | 0.02% | −21−3.2% | Reduced |
| FourThought Financial Partners, LLC | 635 | $231.1K | 0.02% | +25+4.1% | Added |
| Profund Advisors LLC | 634 | $230.6K | 0.01% | −73−10.3% | Reduced |
| Journey Strategic Wealth LLC | 634 | $230.6K | 0.01% | +634 | New |
| Smartleaf Asset Management LLC | 656 | $229.1K | 0.01% | +235+55.8% | Added |
| Crestwood Advisors Group LLC | 613 | $223.0K | 0.00% | −16−2.5% | Reduced |
| RiverFront Investment Group, LLC | 610 | $221.9K | 0.00% | +610 | New |
| TruNorth Capital Management, LLC | 606 | $220.5K | 0.04% | 00.0% | Unchanged |
| Fundamentun, LLC | 603 | $219.4K | 0.01% | +603 | New |
| Ashton Thomas Private Wealth, LLC | 601 | $218.6K | 0.01% | +601 | New |
| Boit C F David | 600 | $218.3K | 0.10% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 600 | $218.3K | 0.05% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 600 | $218.3K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 600 | $218.3K | 0.02% | +600 | New |
| Cary Street Partner Investment Advisory LLC | 596 | $216.6K | 0.06% | −35−5.5% | Reduced |
| Laird Norton Trust Company, LLC | 589 | $214.5K | 0.00% | +589 | New |
| HM Payson & Co | 588 | $213.9K | 0.00% | −100−14.5% | Reduced |
| Oslo Pensjonsforsikring AS | 587 | $213.5K | 0.03% | +587 | New |
| Eagle Global Advisors LLC | 586 | $213.3K | 0.01% | +586 | New |
| Hilltop National Bank | 585 | $212.8K | 0.05% | +131+28.9% | Added |
| Signaturefd, LLC | 583 | $212.2K | 0.00% | +72+14.1% | Added |
| Boyar Asset Management Inc. | 583 | $212.1K | 0.12% | +583 | New |
| Biltmore Family Office, LLC | 582 | $211.7K | 0.03% | +582 | New |
| Everence Capital Management Inc | 574 | $209.0K | 0.01% | −696−54.8% | Reduced |
| DC Investments Management, LLC | 567 | $206.3K | 0.08% | +567 | New |
| Impact Partnership Wealth, LLC | 562 | $204.4K | 0.03% | −149−21.0% | Reduced |
| Parkside Financial Bank & Trust | 555 | $201.9K | 0.02% | +1+0.2% | Added |
| Independent Wealth Network Inc. | 553 | $201.2K | 0.06% | +553 | New |
| Legacy Trust | 551 | $200.4K | 0.04% | +551 | New |
| Bessemer Group Inc | 496 | $181.0K | 0.00% | +47+10.5% | Added |
| Sumitomo Life Insurance Co | 497 | $180.8K | 0.00% | +16+3.3% | Added |
| Siemens Fonds Invest GmbH | 479 | $174.3K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 477 | $173.5K | 0.00% | +56+13.3% | Added |
| V-Square Quantitative Management LLC | 471 | $171.3K | 0.02% | +63+15.4% | Added |
| EverSource Wealth Advisors, LLC | 443 | $161.3K | 0.00% | +14+3.3% | Added |
| Whittier Trust Co | 388 | $146.9K | 0.00% | +88+29.3% | Added |
| Veritas Investment Partners (UK) Ltd. | 379 | $137.8K | 0.00% | −93−19.7% | Reduced |
| Colonial Trust Co | 374 | $136.1K | 0.02% | +47+14.4% | Added |