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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
Investment Management Corp of Ontario––––Not filed
JustInvest LLC––––Not filed
Schonfeld Strategic Advisors LLC––––Not filed
Intrepid Capital Management Inc––––Not filed
Daiwa Securities Group Inc.––––Not filed
Concurrent Investment Advisors, LLC––––Not filed
OP Asset Management Ltd––––Not filed
Taylor Frigon Capital Management LLC––––Not filed
Quadrant Capital Group LLC––––Not filed
Pacer Advisors, Inc.––––Not filed
RSM US Wealth Management LLC––––Not filed
SG Americas Securities, LLC––––Not filed
Cambridge Investment Research Advisors, Inc.––––Not filed
Capital Investment Advisory Services, LLC––––Not filed
Public Employees Retirement Association of Colorado––––Not filed
Mattern Capital Management, LLC––––Not filed
Equitable Holdings, Inc.––––Not filed
Federation des caisses Desjardins du Quebec––––Not filed
Abn Amro Investment Solutions––––Not filed
Annandale Capital, LLC––––Not filed
Atlantic Union Bankshares Corp––––Not filed
State of Alaska, Department of Revenue––––Not filed
National Pension Service––––Not filed
Regents Gate Capital LLP––––Not filed
Ensign Peak Advisors, Inc––––Not filed
TCI Wealth Advisors, Inc.––––Not filed
SlateStone Wealth, LLC––––Not filed
Alpha Omega Wealth Management LLC––––Not filed
Cresset Asset Management, LLC––––Not filed
WCM Investment Management, LLC––––Not filed
Dai-Ichi Life Insurance Company, Ltd––––Not filed
Tower Research Capital LLC (TRC)––––Not filed
Umb Bank N A––––Not filed
Change Path, LLC––––Not filed
Alliance Wealth Advisors, LLC––––Not filed
Hennion & Walsh Asset Management, Inc.––––Not filed
Picton Mahoney Asset Management––––Not filed
Excelsior Advisor Network LLC––––Not filed
Tocqueville Asset Management L.P.––––Not filed
GW&K Investment Management, LLC––––Not filed
Oak Thistle LLC––––Not filed
Envestnet Portfolio Solutions, Inc.––––Not filed
MML Investors Services, LLC––––Not filed
Access Financial Services, Inc.––––Not filed
Man Group plc––––Not filed
Hancock Whitney Corp––––Not filed
Chicago Capital, LLC––––Not filed
Eurizon Capital SGR S.p.A.––––Not filed
Gulf International Bank (UK) Ltd––––Not filed
CIBC Asset Management Inc––––Not filed
M&T Bank Corp––––Not filed
Mirabaud Asset Management Ltd––––Not filed
Jump Financial, LLC––––Not filed
Modern Wealth Management, LLC––––Not filed
MAI Capital Management––––Not filed
Saudi Central Bank––––Not filed
Triad Investment Management––––Not filed
Procyon Private Wealth Partners, LLC––––Not filed
Blalock Williams, LLC––––Not filed
Coastal Bridge Advisors, LLC––––Not filed
Steward Partners Investment Advisory, LLC––––Not filed
Securian Asset Management, Inc––––Not filed
Wealth Alliance––––Not filed
Financial Advisory Service, Inc.––––Not filed
Jupiter Topco LLC––––Not filed
We Are One Seven, LLC––––Not filed
Citizens Business Bank––––Not filed
Ethic Inc.––––Not filed
Cranbrook Wealth Management, LLC––––Not filed
Trueblood Wealth Management, LLC––––Not filed
Freestone Grove Partners LP––––Not filed
Intrinsic Value Partners, LLC––––Not filed
Portside Wealth Group, LLC––––Not filed
BHK Investment Advisors, LLC––––Not filed
Crawford Investment Counsel Inc––––Not filed
Centennial Wealth Advisory LLC––––Not filed
Chicago Trust Co NA––––Not filed
Prudential Financial Inc––––Not filed
Woodline Partners LP––––Not filed
GHP Investment Advisors, Inc.––––Not filed
Norden Group LLC––––Not filed
Allianz Asset Management GmbH––––Not filed
Omers Administration Corp––––Not filed
HB Wealth Management, LLC––––Not filed
GAMMA Investing LLC––––Not filed
Simplicity Wealth,LLC––––Not filed
First Citizens Bank & Trust Co––––Not filed
CoreCap Advisors, LLC––––Not filed
Cox Capital Mgt LLC––––Not filed
Bokf, NA––––Not filed
Harvey Investment Co LLC––––Not filed
Drucker Wealth 3.0, LLC––––Not filed
Mount Yale Investment Advisors, LLC––––Not filed
Harrell Investment Partners, LLC––––Not filed
WoodTrust Financial Corp––––Not filed
Maryland State Retirement & Pension System––––Not filed
Belpointe Asset Management LLC––––Not filed
Fifth Third Wealth Advisors LLC––––Not filed
SBI Okasan Asset Management Co.Ltd.––––Not filed
Boreal Capital Management LLC––––Not filed