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 |
|---|---|---|---|---|---|
| Financial Consulate, Inc | 15 | $5.46K | 0.00% | +4+36.4% | Added |
| Sachetta, LLC | 15 | $5.46K | 0.00% | +13+650.0% | Added |
| TD Capital Management LLC | 15 | $5.30K | 0.00% | +1+7.1% | Added |
| Napier Financial, LLC | 14 | $5.09K | 0.00% | +14 | New |
| High Note Wealth, LLC | 14 | $5.09K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 14 | $5.09K | 0.00% | +14 | New |
| Cassaday & Co Wealth Management LLC | 13 | $4.73K | 0.00% | +13 | New |
| Sunbelt Securities, Inc. | 13 | $4.73K | 0.00% | +1+8.3% | Added |
| Cornerstone Planning Group LLC | 11 | $4.63K | 0.00% | +5+83.3% | Added |
| Leonteq Securities AG | 12 | $4.37K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 12 | $4.37K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 10 | $3.64K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 10 | $3.64K | 0.00% | +10 | New |
| ZRC Wealth Management, LLC | 10 | $3.64K | 0.00% | +10 | New |
| Sound Income Strategies, LLC | 9 | $3.38K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $3.27K | 0.00% | +5+125.0% | Added |
| Hilton Head Capital Partners, LLC | 9 | $3.27K | 0.00% | 00.0% | Unchanged |
| Philadelphia Investment Partners, LLC | 8 | $2.96K | 0.00% | +8 | New |
| Copia Wealth Management | 8 | $2.91K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 8 | $2.91K | 0.01% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 7 | $2.55K | 0.00% | +7 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 6 | $2.18K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 6 | $2.18K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $2.18K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $2.18K | 0.00% | +1+20.0% | Added |
| Essential Partners LLC | 6 | $2.18K | 0.00% | +1+20.0% | Added |
| First Pacific Financial | 5 | $1.85K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 5 | $1.82K | 0.00% | −3−37.5% | Reduced |
| Magnolia Wealth Management, LLC | 5 | $1.82K | 0.00% | +5 | New |
| Dunhill Financial, LLC | 4 | $1.76K | 0.00% | +3+300.0% | Added |
| Signature Equity Partners, LLC | 4 | $1.54K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4 | $1.46K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 4 | $1.46K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 4 | $1.46K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 4 | $1.46K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4 | $1.46K | 0.00% | +2+100.0% | Added |
| Principia Wealth Advisory, LLC | 4 | $1.46K | 0.00% | +2+100.0% | Added |
| Scarborough Advisors, LLC | 3 | $1.21K | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $1.09K | 0.00% | +1+50.0% | Added |
| Financial Management Professionals, Inc. | 3 | $1.09K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 3 | $1.09K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 3 | $1.09K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 3 | $1.09K | 0.00% | +3 | New |
| MidFirst Bank | 3 | $1.09K | 0.00% | +3 | New |
| CX Institutional | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 2 | $795 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $728 | 0.00% | −1−33.3% | Reduced |
| Raffa Wealth Management, LLC | 2 | $728 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $728 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 2 | $728 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 2 | $728 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 2 | $728 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 2 | $728 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 2 | $728 | 0.00% | +1+100.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2 | $727 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $727 | 0.00% | 00.0% | Unchanged |
| S&T Bank | 1 | $364 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 1 | $364 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $364 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1 | $364 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $364 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $364 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $364 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 1 | $364 | 0.00% | +1 | New |
| Prestige Wealth Management Group LLC | 1 | $364 | 0.00% | +1 | New |
| Bare Financial Services, Inc | 1 | $364 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $364 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 0 | $25 | 0.00% | 0 | Unchanged |
| Coston, McIsaac & Partners | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −234,580−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −120,497−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −62,727−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −61,054−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −12,236−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −9,756−100.0% | Sold out |
| Nicola Wealth Management Ltd. | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −6,931−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −6,669−100.0% | Sold out |
| Regents Gate Capital LLP | 0 | $0 | 0.00% | −6,430−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −6,188−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −5,519−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −4,555−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −4,497−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −3,948−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −3,775−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −3,696−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −3,665−100.0% | Sold out |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −3,026−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −2,819−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −2,709−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −2,632−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −2,163−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −1,584−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −1,543−100.0% | Sold out |
| Rakuten Investment Management, Inc. | 0 | $0 | 0.00% | −1,479−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −1,486−100.0% | Sold out |