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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, Q3 2026

Institutional positions in Watsco Inc as of Sep 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
5
+1 vs. Q2 2026
Shares held
320.6K
+320.4K (+151,125.0%) vs. Q2 2026
Total value
$97.0M
+$97.0M (+109,328.6%) vs. Q2 2026
New holders
1
0 more added
Sold out
0
2 more reduced

783 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holders
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 held
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, Q3 2026

Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q2 2026.

Institutions holding WSO in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Confluence Investment Management LLC320,431$97.0M1.63%+320,431New
Versant Capital Management, Inc77$23.3K0.00%−41−34.7%Reduced
GoalVest Advisory LLC67$20.3K0.00%−5−6.9%Reduced
Noble Wealth Management PBC18$5.45K0.00%00.0%Unchanged
CX Institutional4$1.00K0.00%00.0%Unchanged
BlackRock, Inc.––––Not filed
Capital International Investors––––Not filed
Capital Research Global Investors––––Not filed
Vanguard Portfolio Management LLC––––Not filed
FMR LLC––––Not filed
Vanguard Capital Management LLC––––Not filed
Charles Schwab Investment Management Inc––––Not filed
State Street Corp––––Not filed
Kayne Anderson Rudnick Investment Management LLC––––Not filed
Baillie Gifford & Co––––Not filed
Morgan Stanley––––Not filed
Geode Capital Management, LLC––––Not filed
Markel Group Inc.SuperinvestorMarkel Group––––Not filed
Blair William & Co––––Not filed
Davenport & Co LLC––––Not filed
Wells Fargo & Company––––Not filed
Raymond James Financial Inc––––Not filed
UBS Group AG––––Not filed
Norges Bank––––Not filed
Capital World Investors––––Not filed
Goldman Sachs Group Inc––––Not filed
Northern Trust Corp––––Not filed
Hamlin Capital Management, LLC––––Not filed
Captrust Financial Advisors––––Not filed
Bank of America Corp––––Not filed
Bahl & Gaynor Inc––––Not filed
Envestnet Asset Management Inc––––Not filed
Principal Financial Group Inc––––Not filed
Dimensional Fund Advisors LP––––Not filed
Bank of New York Mellon Corp––––Not filed
Caledonia Investments PLC––––Not filed
Vanguard Fiduciary Trust Co––––Not filed
Welch & Forbes LLC––––Not filed
JPMorgan Chase & Co––––Not filed
Brown Brothers Harriman & Co––––Not filed
Findlay Park Partners LLP––––Not filed
Donaldson Capital Management, LLC––––Not filed
Ameriprise Financial Inc––––Not filed
Brown Advisory Inc––––Not filed
Renaissance Technologies LLC––––Not filed
Royal Bank of Canada––––Not filed
CI Private Wealth, LLC––––Not filed
Citigroup Inc––––Not filed
UBS Asset Management Americas Inc––––Not filed
Wellington Management Group LLP––––Not filed
Epoch Investment Partners, Inc.––––Not filed
Neuberger Berman Group LLC––––Not filed
Benjamin Edwards Inc––––Not filed
Jacobs Levy Equity Management, Inc––––Not filed
CIBC Bancorp USA Inc.––––Not filed
Riverbridge Partners LLC––––Not filed
Baird Financial Group, Inc.––––Not filed
Rhumbline Advisers––––Not filed
King Luther Capital Management Corp––––Not filed
Kames Capital plc––––Not filed
Stifel Financial Corp––––Not filed
Swiss National Bank––––Not filed
Two Sigma Investments, LP––––Not filed
Legal & General Group Plc––––Not filed
Deutsche Bank AG––––Not filed
Anchor Capital Advisors LLC––––Not filed
Invesco Ltd.––––Not filed
Swedbank AB––––Not filed
Dearborn Partners LLC––––Not filed
Conestoga Capital Advisors, LLC––––Not filed
Howland Capital Management LLC––––Not filed
Fenimore Asset Management Inc––––Not filed
Dudley & Shanley, Inc.––––Not filed
Wilkinson Global Asset Management LLC––––Not filed
Alps Advisors Inc––––Not filed
AQR Capital Management LLC––––Not filed
Capital Advisors Inc––––Not filed
RMB Capital Management, LLC––––Not filed
Giverny Capital Inc.SuperinvestorGiverny Capital––––Not filed
Sumitomo Mitsui Trust Holdings, Inc.––––Not filed
AE Wealth Management LLC––––Not filed
Nuveen, LLC––––Not filed
Natixis Advisors, L.P.––––Not filed
Capital International Inc––––Not filed
Gotham Asset Management, LLC––––Not filed
Russell Investments Group, Ltd.––––Not filed
Jones Financial Companies LLLP––––Not filed
Geneva Capital Management LLC––––Not filed
Handelsbanken Fonder AB––––Not filed
Pembroke Management, LTD––––Not filed
DDD Partners, LLC––––Not filed
Federated Hermes, Inc.––––Not filed
Vident Advisory, LLC––––Not filed
Amundi––––Not filed
Heartland Advisors Inc––––Not filed
California Public Employees Retirement System––––Not filed
Nomura Asset Management International Inc.––––Not filed
Retirement Systems of Alabama––––Not filed
Bridgewater Associates, LP––––Not filed
California State Teachers Retirement System––––Not filed