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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

Q2 2026 vs. Q1 2026

How the institutions holding Watsco Inc changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of WSO: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders77210787+25
Shares38.3M199.5K37.8M−288.8K (−0.8%)
Value$13.9B$72.6M$15.7B+$1.89B (+13.7%)

10 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (96)

Institutions that held Watsco Inc at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to WSO in Q2 2026
InstitutionSharesValue% of portfolio
Norges Bank340,450$141.9M0.01%
Findlay Park Partners LLP188,840$78.7M1.06%
Giverny Capital Inc.SuperinvestorGiverny Capital65,975$27.5M0.93%
Bridgewater Associates, LP47,897$20.0M0.08%
Squarepoint Ops LLC28,187$11.7M0.02%
ING Groep NV25,400$10.6M0.05%
Erste Asset Management GmbH21,300$8.75M0.07%
Nykredit A/S12,811$5.34M0.02%
Tudor Investment Corp Et Al12,083$5.04M0.02%
Elo Mutual Pension Insurance Co11,470$4.78M0.06%
Lansforsakringar Fondforvaltning AB (publ)7,815$3.26M0.01%
Northern Oak Wealth Management Inc4,563$1.90M0.22%
Schonfeld Strategic Advisors LLC4,381$1.83M0.01%
Equitable Holdings, Inc.3,577$1.49M0.01%
Regents Gate Capital LLP3,278$1.37M1.82%
Dai-Ichi Life Insurance Company, Ltd3,131$1.30M0.03%
Picton Mahoney Asset Management3,013$1.26M0.01%
Excelsior Advisor Network LLC3,005$1.25M0.17%
Jupiter Topco LLC2,237$933.3K0.00%
Ethic Inc.2,216$923.6K0.01%
Centennial Wealth Advisory LLC2,019$841.4K0.18%
Trexquant Investment LP1,629$678.9K0.00%
Perryman Financial Advisory Inc1,535$639.7K0.09%
Diversify Advisory Services, LLC1,754$639.0K0.01%
Fideuram Asset Management (Ireland) dac1,525$596.7K0.01%
Stonehage Fleming Financial Services Holdings Ltd1,289$537.2K0.02%
Generali Asset Management SPA SGR1,255$523.0K0.01%
J. Safra Sarasin Holding AG1,171$487.9K0.01%
International Private Wealth Advisors LLC1,137$474.0K0.24%
Sandler Capital Management937$390.5K0.23%
IMC-Chicago, LLC937$390.5K0.00%
Farringdon Capital, Ltd.935$389.6K0.19%
Savant Capital, LLC963$379.8K0.00%
Spinnaker Trust890$370.9K0.02%
Axxcess Wealth Management, LLC800$333.4K0.01%
AlphaCore Capital LLC761$317.1K0.01%
Frec Markets, Inc.744$310.0K0.03%
Axxion S.A.723$301.3K0.02%
ISAM Funds (UK) Ltd680$283.4K0.20%
Mosaic Family Wealth Partners, LLC680$283.4K0.02%
Aristotle Capital Management, LLC650$270.9K0.00%
Bayforest Capital Ltd620$258.4K0.24%
Semanteon Capital Management, LP619$258.0K1.16%
111 Capital612$255.0K0.04%
Van Hulzen Asset Management, LLC600$250.0K0.02%
Atomi Financial Group, Inc.585$243.8K0.01%
S-Bank Fund Management Ltd562$234.2K0.03%
Tower Wealth Partners, Inc.559$233.0K0.12%
Rafferty Asset Management, LLC551$229.6K0.00%
Savvy Advisors, Inc.548$228.2K0.00%
Aureus Asset Management, LLC537$223.8K0.01%
Integrity Alliance, LLC.529$220.7K0.01%
Sage Rhino Capital LLC524$218.4K0.04%
Pinnacle Financial Partners, Inc.522$217.5K0.00%
Breakwater Capital Group520$216.7K0.03%
Ponta Wealth Partners, LLC516$215.0K0.12%
Mission Wealth Management, LP515$214.7K0.00%
Bedel Financial Consulting, Inc.500$208.4K0.02%
Jefferies Financial Group Inc.498$207.5K0.00%
Bridgefront Capital, LLC497$207.1K0.05%
Livet Wealth, LLC493$205.4K0.12%
Woodstock Corp480$200.0K0.02%
Auctus Advisors LLC480$200.0K0.17%
Global Retirement Partners, LLC366$152.6K0.00%
Continuum Advisory, LLC267$111.3K0.01%
Trust Co of Vermont237$98.8K0.00%
Walleye Capital LLC215$89.6K0.00%
IFG Advisory, LLC194$81.0K0.00%
Institute for Wealth Management, LLC.147$61.3K0.01%
Graticule Asia Macro Advisors LLC147$61.3K0.00%
Commonwealth Retirement Investments LLC132$55.0K0.01%
Buck Wealth Strategies, LLC101$41.9K0.00%
Ossiam63$26.3K0.00%
McDonald Partners LLC55$22.9K0.01%
Westfuller Advisors, LLC46$19.2K0.01%
Virginia Estate & Retirement Planning Advisors Inc.36$15.0K0.02%
Security National Bank of So Dak35$14.6K0.01%
Global X Japan Co., Ltd.28$11.7K0.00%
Activest Wealth Management25$10.4K0.00%
Highline Wealth Partners LLC17$7.08K0.00%
Action Point Financial Planning, LLC17$6.67K0.00%
Silver Grove Financial Group, Inc.12$5.00K0.00%
Markowski Investments10$4.23K0.00%
Compass Financial Management LLC10$3.43K0.00%
Plante Moran Financial Advisors, LLC8$3.33K0.00%
Creative Capital Management Investments LLC7$2.92K0.00%
Lloyd Advisory Services, LLC.6$2.58K0.00%
Asset Dedication, LLC5$2.08K0.00%
Chesapeake Asset Management LLC4$1.67K0.00%
Global Trust Asset Management, LLC3$1.25K0.00%
Ameriflex Group, Inc.3$1.25K0.00%
Wealth Enhancement Trust Services, Inc.3$1.25K0.00%
LRI Investments, LLC2$8330.00%
Tounjian Advisory Partners, LLC2$8330.00%
Aventura Private Wealth, LLC1$4170.00%
Avion Wealth2$00.00%

Sold out (71)

Institutions that held Watsco Inc at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of WSO in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Junto Capital Management LP145,151$52.8M
Schwartz Investment Counsel Inc25,185$9.16M
HRT Financial LP23,461$8.53M
Motley Fool Wealth Management, LLC12,992$4.73M
Agf Management Ltd9,685$3.52M
Verition Fund Management LLC9,156$3.33M
Commonwealth of Pennsylvania Public School Empls Retrmt Sys8,750$3.18M
Tredje AP-fonden8,497$3.09M
Worldquant Millennium Advisors LLC6,418$2.33M
Atom Investors LP5,848$2.13M
Arrowstreet Capital, Limited Partnership4,630$1.68M
Entropy Technologies, LP3,947$1.44M
Jain Global LLC3,363$1.22M
TradeLink Capital LLC3,057$1.14M
Caxton Associates LLP2,810$1.02M
Delta Global Management LP2,745$998.6K
Perbak Capital Partners LLP2,700$982.2K
Equitable Trust Co2,613$950.6K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,443$888.9K
Intech Investment Management LLC2,206$802.5K
Roundview Capital LLC2,181$793.4K
Aquatic Capital Management LLC2,086$758.9K
Quantbot Technologies LP1,943$706.8K
Alamea Verwaltungs GmbH1,789$650.8K
Y-Intercept (Hong Kong) Ltd1,620$589.3K
Golden State Equity Partners1,435$522.0K
Tyche Wealth Partners LLC1,412$513.7K
Two Sigma Securities, LLC1,214$441.6K
Patten Group, Inc.1,134$412.5K
Freemont Management S.A.1,100$400.2K
Toroso Investments, LLC1,084$394.3K
Osmosis Investment Management UK Ltd1,004$365.2K
Trust Point Inc.946$344.1K
Arkadios Wealth Advisors912$331.9K
Lombard Odier Asset Management (USA) Corp886$322.3K
Legacy Capital Wealth Partners, LLC684$249.0K
ASR Vermogensbeheer N.V.683$248.4K
PAX Financial Group, LLC667$242.8K
Catalyst Funds Management Pty Ltd645$234.6K
Apella Capital, LLC539$231.9K
TruNorth Capital Management, LLC606$220.5K
Paradigm Asset Management Co LLC600$218.3K
DV Trading LLC600$218.3K
Boyar Asset Management Inc.583$212.1K
Everence Capital Management Inc574$209.0K
DC Investments Management, LLC567$206.3K
Veritas Investment Partners (UK) Ltd.379$137.8K
Root Financial Partners, LLC357$129.9K
FNY Investment Advisers, LLC200$72.0K
Resources Management Corp105$38.0K
Armstrong Advisory Group, Inc65$23.6K
Manitou Investment Management Ltd.50$18.2K
Legacy Wealth Managment, LLC40$14.6K
DAGCO, Inc.31$11.3K
Twin Peaks Wealth Advisors, LLC28$10.2K
Meramec Financial Planners, LLC20$8.77K
MBM Wealth Consultants, LLC16$5.82K
Sachetta, LLC15$5.46K
Kemnay Advisory Services Inc.14$5.09K
JNBA Financial Advisors10$3.64K
First Command Advisory Services, Inc.10$3.64K
Sound Income Strategies, LLC9$3.38K
Philadelphia Investment Partners, LLC8$2.96K
Wall Street Financial Group, Inc.7$2.55K
Annis Gardner Whiting Capital Advisors, LLC6$2.18K
Magnolia Wealth Management, LLC5$1.82K
Imprint Wealth LLC4$1.46K
Aspect Partners, LLC4$1.46K
Scarborough Advisors, LLC3$1.21K
Vermillion Wealth Management, Inc.3$1.09K
Albion Financial Group1$364

Not filed for Q2 2026 yet (10)

Institutions that held Watsco Inc at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WSO in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Vantage Investment Partners, LLC171,864$62.5M
Arcadia Investment Management Corp18,065$6.57M
Charter Oak Capital Management, LLC2,550$927.7K
Skopos Labs, Inc.2,433$884.8K
Janus Henderson Group PLC2,223$808.1K
Gibbs Wealth Management891$324.1K
CWM, LLC793$288.6K
Journey Strategic Wealth LLC634$230.6K
McIlrath & Eck, LLC18$6.55K
Sunbelt Securities, Inc.13$4.73K