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 |
|---|---|---|---|---|---|
| Root Financial Partners, LLC | 357 | $129.9K | 0.01% | +49+15.9% | Added |
| Y.D. More Investments Ltd | 350 | $127.3K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 301 | $109.6K | 0.11% | −21−6.5% | Reduced |
| FIL Ltd | 275 | $100.0K | 0.00% | +230+511.1% | Added |
| Covestor Ltd | 262 | $95.0K | 0.07% | −34−11.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 256 | $93.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 246 | $89.5K | 0.00% | −256−51.0% | Reduced |
| Central Trust Co | 240 | $87.3K | 0.00% | −75−23.8% | Reduced |
| Mather Group, LLC. | 231 | $84.0K | 0.00% | +231 | New |
| Bamco Inc | 227 | $82.6K | 0.00% | +124+120.4% | Added |
| Walleye Trading LLC | 214 | $77.9K | 0.00% | +204+2,040.0% | Added |
| Whittier Trust Co of Nevada Inc | 203 | $76.8K | 0.00% | +9+4.6% | Added |
| Larson Financial Group LLC | 209 | $75.9K | 0.00% | −3−1.4% | Reduced |
| FNY Investment Advisers, LLC | 200 | $72.0K | 0.03% | +200 | New |
| Quarry LP | 167 | $60.8K | 0.01% | +56+50.5% | Added |
| Los Angeles Capital Management LLC | 166 | $60.4K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 165 | $60.0K | 0.00% | −86−34.3% | Reduced |
| Richardson Financial Services Inc. | 160 | $58.2K | 0.04% | −5−3.0% | Reduced |
| N.E.W. Advisory Services LLC | 160 | $58.2K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 160 | $58.2K | 0.06% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 159 | $57.8K | 0.00% | −156−49.5% | Reduced |
| Harbour Investments, Inc. | 146 | $53.2K | 0.00% | +119+440.7% | Added |
| Creative Financial Designs Inc | 145 | $52.8K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 132 | $48.0K | 0.00% | −82−38.3% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 130 | $47.3K | 0.00% | −13−9.1% | Reduced |
| Elevated Capital Advisors, LLC | 129 | $46.9K | 0.01% | −2,199−94.5% | Reduced |
| Golden State Wealth Management, LLC | 110 | $40.3K | 0.00% | +1+0.9% | Added |
| Resources Management Corp | 105 | $38.0K | 0.01% | −20−16.0% | Reduced |
| American National Bank | 99 | $36.0K | 0.00% | −982−90.8% | Reduced |
| Glen Eagle Advisors, LLC | 95 | $34.6K | 0.00% | −20−17.4% | Reduced |
| First Horizon Corp | 89 | $32.4K | 0.00% | −37−29.4% | Reduced |
| Bayban | 87 | $31.6K | 0.03% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 86 | $31.4K | 0.01% | +86 | New |
| Elequin Capital LP | 80 | $29.1K | 0.00% | +80 | New |
| Measured Wealth Private Client Group, LLC | 77 | $28.0K | 0.01% | +10+14.9% | Added |
| Salomon & Ludwin, LLC | 72 | $26.7K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 72 | $26.2K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 70 | $25.5K | 0.00% | +70 | New |
| Manchester Capital Management LLC | 69 | $25.1K | 0.00% | +69 | New |
| Rialto Wealth Management, LLC | 68 | $24.7K | 0.01% | +3+4.6% | Added |
| GoalVest Advisory LLC | 67 | $24.4K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 67 | $24.4K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 65 | $23.6K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 62 | $23.3K | 0.00% | +11+21.6% | Added |
| Hartford Financial Management Inc. | 64 | $23.3K | 0.01% | +12+23.1% | Added |
| UMA Financial Services, Inc. | 62 | $22.6K | 0.00% | +3+5.1% | Added |
| Private Trust Co NA | 61 | $22.2K | 0.00% | −25−29.1% | Reduced |
| Entrust Financial LLC | 59 | $21.5K | 0.02% | −1−1.7% | Reduced |
| Farmers & Merchants Investments Inc | 58 | $21.1K | 0.00% | +27+87.1% | Added |
| First PREMIER Bank | 59 | $21.0K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 48 | $20.0K | 0.01% | −3−5.9% | Reduced |
| Raiffeisen Bank International AG | 54 | $18.8K | 0.00% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 50 | $18.2K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 47 | $17.1K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 42 | $15.3K | 0.01% | −34−44.7% | Reduced |
| Simplex Trading, LLC | 42 | $15.3K | 0.00% | −729−94.6% | Reduced |
| Archer Investment Corp | 42 | $15.3K | 0.00% | −454−91.5% | Reduced |
| Solstein Capital, LLC | 42 | $15.3K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 41 | $14.9K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 40 | $14.6K | 0.00% | −1−2.4% | Reduced |
| Legacy Bridge, LLC | 40 | $14.6K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 40 | $14.6K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 39 | $14.2K | 0.00% | −135−77.6% | Reduced |
| Main Street Group, LTD | 35 | $12.7K | 0.00% | +35 | New |
| Oakworth Capital, Inc. | 34 | $12.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 33 | $12.0K | 0.00% | −10−23.3% | Reduced |
| DAGCO, Inc. | 31 | $11.3K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 30 | $10.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 30 | $10.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 30 | $10.9K | 0.00% | +1+3.4% | Added |
| IMG Wealth Management, Inc. | 29 | $10.6K | 0.01% | −23−44.2% | Reduced |
| WPG Advisers, LLC | 29 | $10.6K | 0.01% | +4+16.0% | Added |
| AdvisorNet Financial, Inc | 28 | $10.2K | 0.00% | −3−9.7% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 28 | $10.2K | 0.00% | +28 | New |
| Broadwater Capital Management LLC | 30 | $10.1K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 26 | $9.46K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 25 | $9.10K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 20 | $8.77K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 24 | $8.73K | 0.00% | −1−4.0% | Reduced |
| Rothschild Investment LLC | 23 | $8.37K | 0.00% | +22+2,200.0% | Added |
| Bartlett & Co. Wealth Management LLC | 20 | $8.30K | 0.00% | −10−33.3% | Reduced |
| Fortitude Family Office, LLC | 22 | $8.00K | 0.00% | +22 | New |
| Keating Financial Advisory Services, Inc. | 21 | $7.64K | 0.00% | −3−12.5% | Reduced |
| Atlantic Trust, LLC | 21 | $7.64K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 21 | $7.64K | 0.01% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 21 | $7.64K | 0.01% | +21 | New |
| Smithfield Trust Co | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 19 | $6.91K | 0.00% | +2+11.8% | Added |
| Rosenberg Matthew Hamilton | 18 | $6.55K | 0.00% | −17−48.6% | Reduced |
| McIlrath & Eck, LLC | 18 | $6.55K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 18 | $6.55K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 18 | $6.55K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 18 | $6.55K | 0.00% | +12+200.0% | Added |
| Strategic Wealth Partners, Ltd. | 18 | $6.39K | 0.00% | +2+12.5% | Added |
| Zions Bancorporation, National Association | 17 | $6.18K | 0.00% | +11+183.3% | Added |
| MBM Wealth Consultants, LLC | 16 | $5.82K | 0.00% | +16 | New |
| Transamerica Financial Advisors, Inc. | 16 | $5.82K | 0.00% | +8+100.0% | Added |
| Financial Life Planners | 16 | $5.75K | 0.00% | +16 | New |
| Bell Investment Advisors, Inc | 15 | $5.46K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 15 | $5.46K | 0.00% | 00.0% | Unchanged |