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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
Williams Jones Wealth Management, LLC.––––Not filed
Victory Capital Management Inc––––Not filed
Grace & White Inc––––Not filed
Alliancebernstein L.P.––––Not filed
Fifth Third Bancorp––––Not filed
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.––––Not filed
State Board of Administration of Florida Retirement System––––Not filed
Barclays PLC––––Not filed
Price T Rowe Associates Inc––––Not filed
Storebrand Asset Management AS––––Not filed
Nordea Investment Management AB––––Not filed
Bath Savings Trust Co––––Not filed
LaFleur & Godfrey LLC––––Not filed
Covington Investment Advisors Inc.––––Not filed
Redmond Asset Management, LLC––––Not filed
Motley Fool Asset Management LLC––––Not filed
DekaBank Deutsche Girozentrale––––Not filed
Washington Trust Co––––Not filed
Patrick Mauro Investment Advisor, INC.––––Not filed
LPL Financial LLC––––Not filed
Teachers Retirement System of the State of Kentucky––––Not filed
New York State Teachers Retirement System––––Not filed
Citadel Advisors LLC––––Not filed
Carnegie Capital Asset Management, LLC––––Not filed
Wendell David Associates Inc––––Not filed
Prospera Financial Services Inc––––Not filed
Mirae Asset Global Investments Co., Ltd.––––Not filed
Crown Oak Advisors, LLC––––Not filed
Aviva PLC––––Not filed
Squarepoint Ops LLC––––Not filed
Mitsubishi UFJ Trust & Banking Corp––––Not filed
Quantinno Capital Management LP––––Not filed
Sumitomo Mitsui DS Asset Management Company, Ltd––––Not filed
Marshall Wace, LLP––––Not filed
TD Asset Management Inc––––Not filed
Truist Financial Corp––––Not filed
Great West Life Assurance Co––––Not filed
SEI Investments Co––––Not filed
Franklin Resources Inc––––Not filed
ING Groep NV––––Not filed
Bank of Nova Scotia––––Not filed
Running Oak Capital LLC––––Not filed
Intrinsic Edge Capital Management LLC––––Not filed
Taylor Securities Services, Inc.––––Not filed
Ascent Group, LLC––––Not filed
CIBC World Markets Inc.––––Not filed
Commerce Bank––––Not filed
Loring Wolcott & Coolidge Fiduciary Advisors LLP––––Not filed
DF Dent & Co Inc––––Not filed
Ironvine Capital Partners, LLC––––Not filed
Standard Life Aberdeen plc––––Not filed
BLI - Banque de Luxembourg Investments––––Not filed
Anchor Investment Management, LLC––––Not filed
SG Capital Management LLC––––Not filed
Erste Asset Management GmbH––––Not filed
Korea Investment CORP––––Not filed
Manufacturers Life Insurance Company, The––––Not filed
Premier Fund Managers Ltd––––Not filed
Advisors Capital Management, LLC––––Not filed
Stratos Wealth Partners, LTD.––––Not filed
Vanguard Asset Management, Ltd––––Not filed
BNP PARIBAS ASSET MANAGEMENT Holding S.A.––––Not filed
Canal Capital Management, LLC––––Not filed
Southernsun Asset Management, LLC––––Not filed
State of Wisconsin Investment Board––––Not filed
Flputnam Investment Management Co––––Not filed
Vision Capital Management, Inc.––––Not filed
Naples Global Advisors, LLC––––Not filed
Danske Bank A/S––––Not filed
The PNC Financial Services Group, Inc.––––Not filed
MetLife Investment Management––––Not filed
New York State Common Retirement Fund––––Not filed
Creative Planning––––Not filed
BNP Paribas Arbitrage, SA––––Not filed
Vanguard Investments Australia, Ltd.––––Not filed
Ipswich Investment Management Co., Inc.––––Not filed
Amalgamated Bank––––Not filed
First Trust Advisors LP––––Not filed
Oppenheimer Asset Management Inc.––––Not filed
Royal London Asset Management Ltd––––Not filed
Police & Firemen's Retirement System of New Jersey––––Not filed
Tower Bridge Advisors––––Not filed
Pictet Asset Management Holding SA––––Not filed
Janney Montgomery Scott LLC––––Not filed
Treasurer of the State of North Carolina––––Not filed
KLP Kapitalforvaltning AS––––Not filed
Princeton Global Asset Management LLC––––Not filed
Marsico Capital Management LLC––––Not filed
Avanza Fonder AB––––Not filed
Old National Bancorp––––Not filed
Vanguard Global Advisers, LLC––––Not filed
Kensington Investment Counsel, LLC––––Not filed
Mutual of America Capital Management LLC––––Not filed
Asset Management One Co.,Ltd.––––Not filed
Baskin Financial Services Inc.––––Not filed
Nykredit A/S––––Not filed
Hamilton Point Investment Advisors, LLC––––Not filed
Wiley Bros.-Aintree Capital, LLC––––Not filed
Cetera Investment Advisers––––Not filed
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund––––Not filed