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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
Buckhead Capital Management LLC––––Not filed
Nisa Investment Advisors, LLC––––Not filed
Oppenheimer & Co Inc––––Not filed
Wealth Enhancement Advisory Services, LLC––––Not filed
American Century Companies Inc––––Not filed
Tudor Investment Corp Et Al––––Not filed
River Road Asset Management, LLC––––Not filed
Van Eck Associates Corp––––Not filed
HSBC Holdings PLC––––Not filed
Nomura Asset Management Co Ltd––––Not filed
Commonwealth Equity Services, LLC––––Not filed
State of Tennessee, Treasury Department––––Not filed
Carderock Capital Management Inc––––Not filed
State of New Jersey Common Pension Fund D––––Not filed
Elo Mutual Pension Insurance Co––––Not filed
Alerus Financial NA––––Not filed
US Bancorp––––Not filed
Bank of Montreal––––Not filed
Public Employees Retirement System of Ohio––––Not filed
Fiduciary Trust Co––––Not filed
Centaurus Financial, Inc.––––Not filed
Louisiana State Employees Retirement System––––Not filed
Resona Asset Management Co.,Ltd.––––Not filed
Yousif Capital Management, LLC––––Not filed
D.A. Davidson & Co.––––Not filed
HighTower Advisors, LLC––––Not filed
Arizona State Retirement System––––Not filed
Mn Services Vermogensbeheer B.V.––––Not filed
TD Private Client Wealth LLC––––Not filed
Westfield Capital Management Co LP––––Not filed
Marks Group Wealth Management, Inc––––Not filed
Pathstone Holdings, LLC––––Not filed
DnB Asset Management AS––––Not filed
Monte Financial Group, LLC––––Not filed
Vestmark Advisory Solutions, Inc.––––Not filed
Cerity Partners LLC––––Not filed
IFM Investors Pty Ltd––––Not filed
Zurcher Kantonalbank (Zurich Cantonalbank)––––Not filed
Level Four Advisory Services, LLC––––Not filed
Guggenheim Capital LLC––––Not filed
Universal- Beteiligungs- und Servicegesellschaft mbH––––Not filed
Millennium Management LLC––––Not filed
Credit Agricole S A––––Not filed
Cambiar Investors LLC––––Not filed
State of Michigan Retirement System––––Not filed
NewEdge Wealth, LLC––––Not filed
Apollon Wealth Management, LLC––––Not filed
Rockefeller Capital Management L.P.––––Not filed
Northwestern Mutual Investment Management Company, LLC––––Not filed
Prosperity Consulting Group, LLC––––Not filed
Lansforsakringar Fondforvaltning AB (publ)––––Not filed
Prospect Capital Advisors, LLC––––Not filed
Thrivent Financial for Lutherans––––Not filed
Advisors Asset Management, Inc.––––Not filed
Swiss Life Asset Management Ltd––––Not filed
Brinker Capital Investments, LLC––––Not filed
Applied Capital LLC––––Not filed
CWM Advisors, LLC––––Not filed
Oregon Public Employees Retirement Fund––––Not filed
Sanctuary Advisors, LLC––––Not filed
Middleton & Co Inc––––Not filed
New Mexico Educational Retirement Board––––Not filed
SEB Asset Management AB––––Not filed
Hosking Partners LLP––––Not filed
Atria Investments LLC––––Not filed
Numerai GP LLC––––Not filed
Mercer Global Advisors Inc––––Not filed
2Xideas AG––––Not filed
Advisor Group Holdings, Inc.––––Not filed
Xponance, Inc.––––Not filed
Ameritas Investment Partners, Inc.––––Not filed
Freedom Day Solutions, LLC––––Not filed
Callan Family Office, LLC––––Not filed
Voya Investment Management LLC––––Not filed
United Capital Financial Advisers, LLC––––Not filed
KBC Group NV––––Not filed
RFG Advisory, LLC––––Not filed
Coldstream Capital Management Inc––––Not filed
Graham Capital Management, L.P.––––Not filed
Birch Capital Management, LLC––––Not filed
Appleton Partners Inc––––Not filed
Regions Financial Corp––––Not filed
Employees Retirement System of Texas––––Not filed
Colony Group, LLC––––Not filed
Bridges Investment Management Inc––––Not filed
Landscape Capital Management, L.L.C.––––Not filed
Mather Group, LLC.––––Not filed
Utah Retirement Systems––––Not filed
O'Shaughnessy Asset Management, LLC––––Not filed
Voleon Capital Management LP––––Not filed
Summit Trail Advisors, LLC––––Not filed
British Columbia Investment Management Corp––––Not filed
Ilmarinen Mutual Pension Insurance Co––––Not filed
Barbara Oil Co.––––Not filed
Toronto Dominion Bank––––Not filed
Allstate Corp––––Not filed
Nissay Asset Management Corp––––Not filed
Hunter Associates Investment Management LLC––––Not filed
Univest Financial Corp––––Not filed
Northern Oak Wealth Management Inc––––Not filed