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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

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

Q3 2026 vs. Q2 2026

How the institutions holding Watsco Inc changed between Q2 2026 and Q3 2026.

All holders in Q3 2026All holders in Q2 2026

13F holders of WSO: Q2 2026 compared with Q3 2026
MeasureQ2 2026Of which not filed for Q3 2026Q3 2026Change
Holders7877835+1
Shares37.8M37.8M320.6K+320.4K (+151,125.0%)
Value$15.7B$15.7B$97.0M+$97.0M (+109,328.6%)

783 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (1)

Institutions that held Watsco Inc at the end of Q3 2026 but not at the end of Q2 2026.

Institutions new to WSO in Q3 2026
InstitutionSharesValue% of portfolio
Confluence Investment Management LLC320,431$97.0M1.63%

Sold out (0)

Institutions that held Watsco Inc at the end of Q2 2026 and filed for Q3 2026 without it.

None.

Not filed for Q3 2026 yet (783)

Institutions that held Watsco Inc at the end of Q2 2026 and haven't filed a 13F for Q3 2026. Not filing isn't selling, so they aren't counted as sold out.

Showing the largest 100 of 783 by value.

Institutions holding WSO in Q2 2026 that haven't filed for Q3 2026
InstitutionShares, Q2 2026Value, Q2 2026
BlackRock, Inc.4,192,919$1.75B
Capital International Investors3,485,525$1.45B
Capital Research Global Investors1,902,230$792.7M
Vanguard Portfolio Management LLC1,770,531$737.8M
FMR LLC1,705,273$710.6M
Vanguard Capital Management LLC1,579,210$658.1M
Charles Schwab Investment Management Inc1,459,768$607.9M
State Street Corp1,323,011$551.3M
Kayne Anderson Rudnick Investment Management LLC1,134,361$472.7M
Baillie Gifford & Co1,129,536$470.7M
Morgan Stanley902,406$376.1M
Geode Capital Management, LLC659,265$274.2M
Markel Group Inc.SuperinvestorMarkel Group597,750$249.1M
Blair William & Co564,024$235.0M
Davenport & Co LLC530,366$220.1M
Wells Fargo & Company398,839$166.2M
Raymond James Financial Inc386,397$161.0M
UBS Group AG360,182$150.1M
Norges Bank340,450$141.9M
Capital World Investors339,018$141.3M
Goldman Sachs Group Inc333,871$139.1M
Northern Trust Corp333,627$139.0M
Hamlin Capital Management, LLC304,324$126.8M
Captrust Financial Advisors299,013$124.6M
Bank of America Corp286,256$119.3M
Bahl & Gaynor Inc267,656$111.5M
Envestnet Asset Management Inc260,848$108.7M
Principal Financial Group Inc246,130$102.6M
Dimensional Fund Advisors LP235,277$98.0M
Bank of New York Mellon Corp235,013$97.9M
Caledonia Investments PLC232,927$97.1M
Vanguard Fiduciary Trust Co221,702$92.4M
Welch & Forbes LLC209,280$87.2M
JPMorgan Chase & Co207,064$85.0M
Brown Brothers Harriman & Co203,204$84.7M
Findlay Park Partners LLP188,840$78.7M
Donaldson Capital Management, LLC166,210$69.3M
Ameriprise Financial Inc160,683$67.0M
Brown Advisory Inc151,676$63.2M
Renaissance Technologies LLC151,160$63.0M
Royal Bank of Canada148,207$61.8M
CI Private Wealth, LLC144,919$60.4M
Citigroup Inc139,518$58.1M
UBS Asset Management Americas Inc135,045$56.3M
Wellington Management Group LLP132,056$55.0M
Epoch Investment Partners, Inc.131,903$55.0M
Neuberger Berman Group LLC130,302$54.3M
Benjamin Edwards Inc128,444$53.5M
Jacobs Levy Equity Management, Inc123,775$51.6M
CIBC Bancorp USA Inc.121,392$50.6M
Riverbridge Partners LLC120,334$50.1M
Baird Financial Group, Inc.112,909$47.1M
Rhumbline Advisers108,856$45.4M
King Luther Capital Management Corp104,992$43.8M
Kames Capital plc103,965$43.3M
Stifel Financial Corp103,164$43.0M
Swiss National Bank98,564$41.1M
Two Sigma Investments, LP95,682$39.9M
Legal & General Group Plc94,084$39.2M
Deutsche Bank AG92,175$38.4M
Anchor Capital Advisors LLC91,748$38.2M
Invesco Ltd.90,437$37.7M
Swedbank AB87,004$36.3M
Dearborn Partners LLC83,346$34.7M
Conestoga Capital Advisors, LLC80,975$33.7M
Howland Capital Management LLC80,495$33.5M
Fenimore Asset Management Inc80,217$33.4M
Dudley & Shanley, Inc.78,012$32.5M
Wilkinson Global Asset Management LLC75,839$31.6M
Alps Advisors Inc71,021$29.6M
AQR Capital Management LLC71,378$29.6M
Capital Advisors Inc70,906$29.5M
RMB Capital Management, LLC69,438$28.9M
Giverny Capital Inc.SuperinvestorGiverny Capital65,975$27.5M
Sumitomo Mitsui Trust Holdings, Inc.65,931$27.5M
AE Wealth Management LLC65,866$27.4M
Nuveen, LLC64,442$26.9M
Natixis Advisors, L.P.64,009$26.7M
Capital International Inc63,506$26.5M
Gotham Asset Management, LLC63,068$26.3M
Russell Investments Group, Ltd.59,266$24.7M
Jones Financial Companies LLLP58,745$24.1M
Geneva Capital Management LLC57,428$23.9M
Handelsbanken Fonder AB52,480$21.9M
Pembroke Management, LTD50,664$21.1M
DDD Partners, LLC50,426$21.0M
Federated Hermes, Inc.50,409$21.0M
Vident Advisory, LLC50,316$21.0M
Amundi50,125$20.9M
Heartland Advisors Inc49,860$20.8M
California Public Employees Retirement System49,260$20.5M
Nomura Asset Management International Inc.49,013$20.4M
Retirement Systems of Alabama48,351$20.1M
Bridgewater Associates, LP47,897$20.0M
California State Teachers Retirement System46,560$19.4M
Williams Jones Wealth Management, LLC.45,087$18.8M
Victory Capital Management Inc44,475$18.5M
Grace & White Inc42,200$17.6M
Alliancebernstein L.P.47,739$17.4M
Fifth Third Bancorp40,467$16.9M