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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
First Bank & Trust––––Not filed
Knollwood Investment Advisory, LLC––––Not filed
Hantz Financial Services, Inc.––––Not filed
Adviser Investments LLC––––Not filed
Integrated Wealth Concepts LLC––––Not filed
Capital Analysts, LLC––––Not filed
Crossmark Global Holdings, Inc.––––Not filed
Journey Retirement Planning & Investment Management LLC––––Not filed
Northbridge Financial Group, LLC––––Not filed
Trexquant Investment LP––––Not filed
NBC Securities, Inc.––––Not filed
Park Avenue Securities LLC––––Not filed
National Bank of Canada––––Not filed
Sequoia Financial Advisors, LLC––––Not filed
GWM Advisors LLC––––Not filed
Perryman Financial Advisory Inc––––Not filed
Diversify Advisory Services, LLC––––Not filed
Diversify Wealth Management, LLC––––Not filed
Moody Lynn & Lieberson, LLC––––Not filed
Farther Finance Advisors, LLC––––Not filed
Virtu Financial LLC––––Not filed
Schroder Investment Management Group––––Not filed
Centennial Bank––––Not filed
Prudential PLC––––Not filed
Massachusetts Financial Services Co––––Not filed
Meiji Yasuda Asset Management Co Ltd.––––Not filed
Merit Financial Group, LLC––––Not filed
Webster Bank, N. A.––––Not filed
Koshinski Asset Management, Inc.––––Not filed
LGT Group Foundation––––Not filed
Jane Street Group, LLC––––Not filed
Fideuram Asset Management (Ireland) dac––––Not filed
Beacon Pointe Advisors, LLC––––Not filed
Eastern Bank––––Not filed
Evergreen Capital Management LLC––––Not filed
ProShare Advisors LLC––––Not filed
Pinnacle Wealth Planning Services, Inc.––––Not filed
Park Place Capital Corp––––Not filed
ICW Investment Advisors LLC––––Not filed
Baker Avenue Asset Management, LP––––Not filed
Ritholtz Wealth Management––––Not filed
Phillips Wealth Planners LLC––––Not filed
Unified Investment Management––––Not filed
E. Ohman J:or Asset Management AB––––Not filed
Tred Avon Family Wealth, LLC––––Not filed
Advocate Group LLC––––Not filed
Stonehage Fleming Financial Services Holdings Ltd––––Not filed
Cary Street Partners Financial LLC––––Not filed
Hilltop Holdings Inc.––––Not filed
Generali Asset Management SPA SGR––––Not filed
Havemeyer Place LP––––Not filed
Johnson Investment Counsel Inc––––Not filed
Citizens Financial Group Inc––––Not filed
Davidson Kahn Capital Management, LLC––––Not filed
Tudor Financial Inc.––––Not filed
QRG Capital Management, Inc.––––Not filed
Voya Financial Advisors, Inc.––––Not filed
Significant Wealth Partners LLC––––Not filed
J. Safra Sarasin Holding AG––––Not filed
Gateway Investment Advisers LLC––––Not filed
Modera Wealth Management, LLC––––Not filed
Certior Financial Group, LLC––––Not filed
Avidian Wealth Solutions, LLC––––Not filed
Macquarie Group Ltd––––Not filed
TD Waterhouse Canada Inc.––––Not filed
International Private Wealth Advisors LLC––––Not filed
Parsons Capital Management Inc––––Not filed
SRS Capital Advisors, Inc.––––Not filed
Shelton Capital Management––––Not filed
Texas Yale Capital Corp.––––Not filed
Clearstead Advisors, LLC––––Not filed
Assetmark, Inc––––Not filed
Vise Technologies, Inc.––––Not filed
Verity & Verity, LLC––––Not filed
Mutual Advisors, LLC––––Not filed
Inceptionr LLC––––Not filed
Baker Ellis Asset Management LLC––––Not filed
Susquehanna International Group, LLP––––Not filed
Greenleaf Trust––––Not filed
Sterling Capital Management LLC––––Not filed
Compass Ion Advisors, LLC––––Not filed
North Dakota State Investment Board––––Not filed
71 West Capital Partners––––Not filed
Advisor OS, LLC––––Not filed
PensionDanmark Pensionsforsikringsaktieselskab––––Not filed
Empowered Funds, LLC––––Not filed
Argent Trust Co––––Not filed
Nicolet Bankshares Inc––––Not filed
Tompkins Financial Corp––––Not filed
Park National Corp––––Not filed
Ostrum Asset Management––––Not filed
Cullen/Frost Bankers, Inc.––––Not filed
Impact Partnership Wealth, LLC––––Not filed
BI Asset Management Fondsmaeglerselskab A/S––––Not filed
Autumn Glory Partners, LLC––––Not filed
Parallel Advisors, LLC––––Not filed
Private Advisor Group, LLC––––Not filed
Sandler Capital Management––––Not filed
IMC-Chicago, LLC––––Not filed
Farringdon Capital, Ltd.––––Not filed