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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
Levin Capital Strategies, L.P.0$00.00%−1,400−100.0%Sold out
Baader Bank INC0$00.00%−1,384−100.0%Sold out
Scientech Research LLC0$00.00%−1,183−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−1,155−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−1,128−100.0%Sold out
Illinois Municipal Retirement Fund0$00.00%−1,122−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−1,118−100.0%Sold out
Parr McKnight Wealth Management Group, LLC0$00.00%−1,057−100.0%Sold out
Obermeyer Wood Investment Counsel, LLLP0$00.00%−1,024−100.0%Sold out
Axxcess Wealth Management, LLC0$00.00%−997−100.0%Sold out
Heritage Family Offices, LLP0$00.00%−861−100.0%Sold out
Fieldview Capital Management, LLC0$00.00%−838−100.0%Sold out
StoneX Group Inc.0$00.00%−806−100.0%Sold out
Aigen Investment Management, LP0$00.00%−733−100.0%Sold out
Haverford Trust Co0$00.00%−710−100.0%Sold out
TrueMark Investments, LLC0$00.00%−706−100.0%Sold out
Somerville Kurt F0$00.00%−700−100.0%Sold out
Capital Group Private Client Services, Inc.0$00.00%−684−100.0%Sold out
Ellevest, Inc.0$00.00%−675−100.0%Sold out
Pinnacle Financial Partners, Inc.0$00.00%−671−100.0%Sold out
Marble Wealth, LLC0$00.00%−635−100.0%Sold out
Principal Securities, Inc.0$00.00%−632−100.0%Sold out
Axq Capital, LP0$00.00%−632−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−620−100.0%Sold out
Alpine Global Management, LLC0$00.00%−615−100.0%Sold out
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main0$00.00%−420−100.0%Sold out
Fideuram Asset Management (Ireland) dac0$00.00%−295−100.0%Sold out
Evermay Wealth Management LLC0$00.00%−295−100.0%Sold out
LRI Investments, LLC0$00.00%−231−100.0%Sold out
Roble, Belko & Company, Inc0$00.00%−171−100.0%Sold out
Commonwealth Retirement Investments LLC0$00.00%−132−100.0%Sold out
Bayforest Capital Ltd0$00.00%−127−100.0%Sold out
Strategic Advocates LLC0$00.00%−123−100.0%Sold out
MTM Investment Management, LLC0$00.00%−117−100.0%Sold out
Laurel Wealth Advisors LLC0$00.00%−111−100.0%Sold out
Flagship Harbor Advisors, LLC0$00.00%−94−100.0%Sold out
Quest Partners LLC0$00.00%−88−100.0%Sold out
SageView Advisory Group, LLC0$00.00%−78−100.0%Sold out
Chilton Capital Management LLC0$00.00%−76−100.0%Sold out
Optiver Holding B.V.0$00.00%−74−100.0%Sold out
Elyxium Wealth, LLC0$00.00%−62−100.0%Sold out
TCTC Holdings, LLC0$00.00%−56−100.0%Sold out
IFC & Insurance Marketing, Inc.0$00.00%−51−100.0%Sold out
BOK Financial Private Wealth, Inc.0$00.00%−35−100.0%Sold out
Wealth Watch Advisors, INC0$00.00%−23−100.0%Sold out
CBIZ Investment Advisory Services, LLC0$00.00%−18−100.0%Sold out
Wealth Preservation Advisors, LLC0$00.00%−16−100.0%Sold out
Pingora Partners LLC0$00.00%−15−100.0%Sold out
Tucker Asset Management LLC0$00.00%−7−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−5−100.0%Sold out
Turning Point Benefit Group, Inc.0$00.00%−5−100.0%Sold out
South State Corp.0$00.00%−4−100.0%Sold out
Spire Wealth Management0$00.00%−3−100.0%Sold out
Lloyd Advisory Services, LLC.0$00.00%−2−100.0%Sold out
Key Capital Management, INC0$00.00%−1−100.0%Sold out
Vanguard Group Inc––––Not filed
Norges Bank––––Not filed
Comerica Bank––––Not filed
FineMark National Bank & Trust––––Not filed
CIBC Private Wealth Group, LLC––––Not filed
Forsta Ap-Fonden––––Not filed
CIBC World Markets Corp––––Not filed
David Loasby––––Not filed
Clarius Group, LLC––––Not filed
Global Retirement Partners, LLC––––Not filed
Trust Co of Vermont––––Not filed
Ransom Advisory, Ltd––––Not filed
Litman Gregory Asset Management LLC––––Not filed