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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
Fulcrum Capital LLC––––Not filed
Rothschild Investment LLC––––Not filed
Bedel Financial Consulting, Inc.––––Not filed
Jefferies Financial Group Inc.––––Not filed
Sumitomo Life Insurance Co––––Not filed
Connor, Clark & Lunn Investment Management Ltd.––––Not filed
Bridgefront Capital, LLC––––Not filed
Warren Averett Asset Management, LLC––––Not filed
Huntington National Bank––––Not filed
Livet Wealth, LLC––––Not filed
Woodstock Corp––––Not filed
Auctus Advisors LLC––––Not filed
Siemens Fonds Invest GmbH––––Not filed
Allworth Financial LP––––Not filed
Whittier Trust Co––––Not filed
Global Retirement Partners, LLC––––Not filed
PFA Pension, Forsikringsaktieselskab––––Not filed
EverSource Wealth Advisors, LLC––––Not filed
Colonial Trust Co––––Not filed
Y.D. More Investments Ltd––––Not filed
FIL Ltd––––Not filed
Bamco Inc––––Not filed
Continuum Advisory, LLC––––Not filed
Livforsakringsbolaget Skandia, Omsesidigt––––Not filed
Bessemer Group Inc––––Not filed
Financial Network Wealth Advisors LLC––––Not filed
Central Trust Co––––Not filed
Mirae Asset Global ETFs Holdings Ltd.––––Not filed
Trust Co of Vermont––––Not filed
Larson Financial Group LLC––––Not filed
Walleye Capital LLC––––Not filed
IFG Advisory, LLC––––Not filed
Whittier Trust Co of Nevada Inc––––Not filed
Covestor Ltd––––Not filed
Los Angeles Capital Management LLC––––Not filed
N.E.W. Advisory Services LLC––––Not filed
Curat Global, LLC––––Not filed
Richardson Financial Services Inc.––––Not filed
Ronald Blue Trust, Inc.––––Not filed
Institute for Wealth Management, LLC.––––Not filed
Graticule Asia Macro Advisors LLC––––Not filed
Harbour Investments, Inc.––––Not filed
Creative Financial Designs Inc––––Not filed
Steigerwald, Gordon & Koch Inc.––––Not filed
MCF Advisors LLC––––Not filed
Commonwealth Retirement Investments LLC––––Not filed
Golden State Wealth Management, LLC––––Not filed
Elevated Capital Advisors, LLC––––Not filed
Quarry LP––––Not filed
Buck Wealth Strategies, LLC––––Not filed
American National Bank––––Not filed
Bayban––––Not filed
Strengthening Families & Communities, LLC––––Not filed
Glen Eagle Advisors, LLC––––Not filed
Measured Wealth Private Client Group, LLC––––Not filed
Manchester Capital Management LLC––––Not filed
Raiffeisen Bank International AG––––Not filed
Rossby Financial, LCC––––Not filed
Beacon Investment Advisory Services, Inc.––––Not filed
Rialto Wealth Management, LLC––––Not filed
Salomon & Ludwin, LLC––––Not filed
Lodestone Wealth Management LLC––––Not filed
Ossiam––––Not filed
First Horizon Corp––––Not filed
Private Trust Co NA––––Not filed
First PREMIER Bank––––Not filed
UMA Financial Services, Inc.––––Not filed
Entrust Financial LLC––––Not filed
Keating Financial Advisory Services, Inc.––––Not filed
McDonald Partners LLC––––Not filed
St Germain D J Co Inc––––Not filed
CVA Family Office, LLC––––Not filed
North Star Investment Management Corp.––––Not filed
Westfuller Advisors, LLC––––Not filed
Torren Management, LLC––––Not filed
Solstein Capital, LLC––––Not filed
Archer Investment Corp––––Not filed
Wellington-Altus USA Inc.––––Not filed
West Branch Capital LLC––––Not filed
Legacy Bridge, LLC––––Not filed
Bogart Wealth, LLC––––Not filed
Essential Partners LLC––––Not filed
JFS Wealth Advisors, LLC––––Not filed
Virginia Estate & Retirement Planning Advisors Inc.––––Not filed
Security National Bank of So Dak––––Not filed
Main Street Group, LTD––––Not filed
Oakworth Capital, Inc.––––Not filed
Winch Advisory Services, LLC––––Not filed
Farmers & Merchants Investments Inc––––Not filed
Hartford Financial Management Inc.––––Not filed
Geneos Wealth Management Inc.––––Not filed
WPG Advisers, LLC––––Not filed
Broadwater Capital Management LLC––––Not filed
Zions Bancorporation, National Association––––Not filed
Meeder Asset Management Inc––––Not filed
IMG Wealth Management, Inc.––––Not filed
Global X Japan Co., Ltd.––––Not filed
SJS Investment Consulting Inc.––––Not filed
Newbridge Financial Services Group, Inc.––––Not filed
Activest Wealth Management––––Not filed