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Livermore
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

13F holders, Q2 2026

Institutional positions in Watsco Inc as of Jun 30, 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
787
+25 vs. Q1 2026
Shares held
37.8M
−288.8K (−0.8%) vs. Q1 2026
Total value
$15.7B
+$1.89B (+13.7%) vs. Q1 2026
New holders
96
244 more added
Sold out
71
306 more reduced

10 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 787 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 heldQ2 2026: $15.7B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q1 2026.

Institutions holding WSO in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Coston, McIsaac & Partners2$00.00%00.0%Unchanged
Avion Wealth2$00.00%+2New
Raleigh Capital Management Inc.0$290.00%0Unchanged
DecisionPoint Financial, LLC1$4080.00%−1−50.0%Reduced
Valued Wealth Advisors LLC1$4170.00%00.0%Unchanged
Rakuten Securities, Inc.1$4170.00%00.0%Unchanged
American Capital Advisory, LLC1$4170.00%00.0%Unchanged
Seneschal Advisors, LLC1$4170.00%00.0%Unchanged
Aventura Private Wealth, LLC1$4170.00%+1New
Cornerstone Financial Management LLC2$8330.00%−1−33.3%Reduced
Key Financial Inc2$8330.00%00.0%Unchanged
Millstone Evans Group, LLC2$8330.00%00.0%Unchanged
Sunrise Financial Services, LLC2$8330.00%00.0%Unchanged
Basecamp Wealth Advisors LLC2$8330.00%00.0%Unchanged
1015 Capital Partners, LLC2$8330.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.2$8330.00%00.0%Unchanged
LRI Investments, LLC2$8330.00%+2New
Tounjian Advisory Partners, LLC2$8330.00%+2New
PFS Partners, LLC2$8340.00%00.0%Unchanged
Prestige Wealth Management Group LLC2$8340.00%+1+100.0%Added
Principia Wealth Advisory, LLC3$1.25K0.00%−1−25.0%Reduced
Financial Management Professionals, Inc.3$1.25K0.00%00.0%Unchanged
MidFirst Bank3$1.25K0.00%00.0%Unchanged
Raffa Wealth Management, LLC3$1.25K0.00%+1+50.0%Added
Global Trust Asset Management, LLC3$1.25K0.00%+3New
Ameriflex Group, Inc.3$1.25K0.00%+3New
Wealth Enhancement Trust Services, Inc.3$1.25K0.00%+3New
True Wealth Design, LLC3$1.25K0.00%00.0%Unchanged
Quaker Wealth Management, LLC3$1.25K0.00%+2+200.0%Added
Quent Capital, LLC3$1.33K0.00%+1+50.0%Added
Chesapeake Asset Management LLC4$1.67K0.00%+4New
Addison Advisors LLC4$1.67K0.00%−7−63.6%Reduced
Signature Equity Partners, LLC4$1.78K0.00%00.0%Unchanged
CX Institutional4$2.00K0.00%00.0%Unchanged
Dunhill Financial, LLC4$2.02K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC5$2.08K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC5$2.08K0.00%+3+150.0%Added
S&T Bank5$2.08K0.00%+4+400.0%Added
Asset Dedication, LLC5$2.08K0.00%+5New
First Pacific Financial5$2.13K0.00%00.0%Unchanged
Simplex Trading, LLC6$2.50K0.00%−36−85.7%Reduced
SBI Securities Co., Ltd.6$2.50K0.00%+2+50.0%Added
DiNuzzo Private Wealth, Inc.6$2.50K0.00%00.0%Unchanged
Lloyd Advisory Services, LLC.6$2.58K0.00%+6New
Creative Capital Management Investments LLC7$2.92K0.00%+7New
HFM Investment Advisors, LLC7$2.92K0.00%+6+600.0%Added
Copia Wealth Management8$3.33K0.00%00.0%Unchanged
Cromwell Holdings LLC8$3.33K0.00%+5+166.7%Added
Triumph Capital Management8$3.33K0.00%+7+700.0%Added
Plante Moran Financial Advisors, LLC8$3.33K0.00%+8New
LGT Financial Advisors LLC8$3.36K0.02%00.0%Unchanged
Compass Financial Management LLC10$3.43K0.00%+10New
Hilton Head Capital Partners, LLC9$3.75K0.00%00.0%Unchanged
MV Capital Management, Inc.9$3.75K0.00%+5+125.0%Added
Cornerstone Planning Group LLC11$3.98K0.00%00.0%Unchanged
Hughes Financial Services, LLC10$4.17K0.00%+4+66.7%Added
Markowski Investments10$4.23K0.00%+10New
Grove Bank & Trust11$4.58K0.00%00.0%Unchanged
Financial Consulate, Inc11$4.58K0.00%−4−26.7%Reduced
Wolff Wiese Magana LLC11$4.58K0.00%00.0%Unchanged
Private Wealth Management Group, LLC11$4.58K0.00%+5+83.3%Added
Leonteq Securities AG12$5.00K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC12$5.00K0.00%00.0%Unchanged
Bare Financial Services, Inc12$5.00K0.00%+11+1,100.0%Added
Silver Grove Financial Group, Inc.12$5.00K0.00%+12New
High Note Wealth, LLC13$5.42K0.00%−1−7.1%Reduced
Cassaday & Co Wealth Management LLC13$5.42K0.00%00.0%Unchanged
ZRC Wealth Management, LLC13$5.42K0.00%+3+30.0%Added
Napier Financial, LLC14$5.83K0.00%00.0%Unchanged
TD Capital Management LLC15$6.12K0.00%00.0%Unchanged
Ancora Advisors, LLC15$6.25K0.00%00.0%Unchanged
Bell Investment Advisors, Inc15$6.25K0.00%00.0%Unchanged
Financial Life Planners16$6.64K0.00%00.0%Unchanged
Action Point Financial Planning, LLC17$6.67K0.00%+17New
Strategic Wealth Partners, Ltd.16$6.67K0.00%−2−11.1%Reduced
Highline Wealth Partners LLC17$7.08K0.00%+17New
Rosenberg Matthew Hamilton18$7.50K0.00%00.0%Unchanged
Greykasell Wealth Strategies, Inc.18$7.50K0.00%00.0%Unchanged
Noble Wealth Management PBC18$7.50K0.00%00.0%Unchanged
SHP Wealth Management19$7.90K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.19$7.92K0.00%+3+18.8%Added
AdvisorNet Financial, Inc19$7.92K0.00%−9−32.1%Reduced
Smithfield Trust Co20$8.00K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC20$8.34K0.00%00.0%Unchanged
Fortitude Family Office, LLC20$8.34K0.00%−2−9.1%Reduced
Quest 10 Wealth Builders, Inc.21$8.75K0.01%−5−19.2%Reduced
Birchwood Financial Partners, Inc.21$8.75K0.01%00.0%Unchanged
Advocate Investing Services LLC21$8.75K0.01%00.0%Unchanged
Atlantic Trust, LLC21$8.75K0.00%00.0%Unchanged
Crewe Advisors LLC24$10.0K0.00%+20+500.0%Added
Newbridge Financial Services Group, Inc.25$10.4K0.00%00.0%Unchanged
Activest Wealth Management25$10.4K0.00%+25New
SJS Investment Consulting Inc.26$10.8K0.00%+17+188.9%Added
Global X Japan Co., Ltd.28$11.7K0.00%+28New
IMG Wealth Management, Inc.29$12.1K0.01%00.0%Unchanged
Meeder Asset Management Inc29$12.1K0.00%+5+20.8%Added
Zions Bancorporation, National Association29$12.1K0.00%+12+70.6%Added
Hartford Financial Management Inc.30$12.5K0.00%−34−53.1%Reduced
Farmers & Merchants Investments Inc30$12.5K0.00%−28−48.3%Reduced
Geneos Wealth Management Inc.30$12.5K0.00%00.0%Unchanged