Skip to main content

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
Moneta Group Investment Advisors LLC––––Not filed
Adell Harriman & Carpenter Inc––––Not filed
Simon Quick Advisors, LLC––––Not filed
Savant Capital, LLC––––Not filed
Northwestern Mutual Wealth Management Co––––Not filed
LVW Advisors, LLC––––Not filed
Stephens Inc––––Not filed
Spinnaker Trust––––Not filed
Quantum Private Wealth, LLC––––Not filed
K.J. Harrison & Partners Inc––––Not filed
Texas Bank & Trust Co––––Not filed
Penserra Capital Management LLC––––Not filed
International Assets Investment Management, LLC––––Not filed
Pine Valley Investments Ltd Liability Co––––Not filed
Lido Advisors, LLC––––Not filed
Eagle Global Advisors LLC––––Not filed
Allspring Global Investments Holdings, LLC––––Not filed
Ballentine Partners, LLC––––Not filed
Kestra Private Wealth Services, LLC––––Not filed
UniSuper Management Pty Ltd––––Not filed
Boston Family Office LLC––––Not filed
B. Metzler seel. Sohn & Co. AG––––Not filed
Foster Dykema Cabot & Partners, LLC––––Not filed
BankPlus Trust Department––––Not filed
Axxcess Wealth Management, LLC––––Not filed
Massmutual Trust Co FSB––––Not filed
JTC Employer Solutions Trusteee Ltd––––Not filed
V-Square Quantitative Management LLC––––Not filed
Dorsey & Whitney Trust CO LLC––––Not filed
Burney Co––––Not filed
AlphaCore Capital LLC––––Not filed
Heartwood Wealth Advisors LLC––––Not filed
Oslo Pensjonsforsikring AS––––Not filed
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.––––Not filed
Frec Markets, Inc.––––Not filed
STRS Ohio––––Not filed
Taylor Hoffman Capital Management LLC––––Not filed
Vestcor Inc––––Not filed
Axxion S.A.––––Not filed
IFP Advisors, Inc––––Not filed
Argonautica Private Wealth Management, Inc––––Not filed
Dakota Wealth Management––––Not filed
Sound View Wealth Advisors Group, LLC––––Not filed
Groesbeck Investment Management Corp––––Not filed
Walleye Trading LLC––––Not filed
Somerset Trust Co––––Not filed
ISAM Funds (UK) Ltd––––Not filed
Mosaic Family Wealth Partners, LLC––––Not filed
Intrust Bank NA––––Not filed
Thrive Wealth Management, LLC––––Not filed
Whetstone Capital Advisors, LLC––––Not filed
Valeo Financial Advisors, LLC––––Not filed
Roehl & Yi Investment Advisors, LLC––––Not filed
Paradigm Financial Partners, LLC––––Not filed
Profund Advisors LLC––––Not filed
Guardian Partners Inc.––––Not filed
Aristotle Capital Management, LLC––––Not filed
Checchi Capital Advisers, LLC––––Not filed
Smartleaf Asset Management LLC––––Not filed
FourThought Financial Partners, LLC––––Not filed
RiverFront Investment Group, LLC––––Not filed
Laird Norton Trust Company, LLC––––Not filed
Fisher Asset Management, LLC––––Not filed
Bayforest Capital Ltd––––Not filed
Semanteon Capital Management, LP––––Not filed
Venture Visionary Partners LLC––––Not filed
111 Capital––––Not filed
Advisory Services Network, LLC––––Not filed
Cary Street Partner Investment Advisory LLC––––Not filed
Boit C F David––––Not filed
Van Hulzen Asset Management, LLC––––Not filed
Centiva Capital, LP––––Not filed
Signaturefd, LLC––––Not filed
HM Payson & Co––––Not filed
Atomi Financial Group, Inc.––––Not filed
Pensionmark Financial Group, LLC––––Not filed
Boothbay Fund Management, LLC––––Not filed
S-Bank Fund Management Ltd––––Not filed
Tower Wealth Partners, Inc.––––Not filed
Ashton Thomas Private Wealth, LLC––––Not filed
Biltmore Family Office, LLC––––Not filed
Rafferty Asset Management, LLC––––Not filed
Savvy Advisors, Inc.––––Not filed
Impact Capital Partners LLC––––Not filed
Legacy Trust––––Not filed
Parkside Financial Bank & Trust––––Not filed
XTX Topco Ltd––––Not filed
Aureus Asset Management, LLC––––Not filed
Stock Yards Bank & Trust Co––––Not filed
Hilltop National Bank––––Not filed
Integrity Alliance, LLC.––––Not filed
Sage Rhino Capital LLC––––Not filed
Independent Wealth Network Inc.––––Not filed
Pinnacle Financial Partners, Inc.––––Not filed
Crestwood Advisors Group LLC––––Not filed
Breakwater Capital Group––––Not filed
Ponta Wealth Partners, LLC––––Not filed
Mission Wealth Management, LP––––Not filed
Fundamentun, LLC––––Not filed
Elequin Capital LP––––Not filed