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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
Crewe Advisors LLC––––Not filed
Atlantic Trust, LLC––––Not filed
Quest 10 Wealth Builders, Inc.––––Not filed
Birchwood Financial Partners, Inc.––––Not filed
Advocate Investing Services LLC––––Not filed
Fortitude Family Office, LLC––––Not filed
Bartlett & Co. Wealth Management LLC––––Not filed
Smithfield Trust Co––––Not filed
AdvisorNet Financial, Inc––––Not filed
Transamerica Financial Advisors, Inc.––––Not filed
SHP Wealth Management––––Not filed
Rosenberg Matthew Hamilton––––Not filed
Greykasell Wealth Strategies, Inc.––––Not filed
Highline Wealth Partners LLC––––Not filed
Strategic Wealth Partners, Ltd.––––Not filed
Action Point Financial Planning, LLC––––Not filed
Financial Life Planners––––Not filed
Ancora Advisors, LLC––––Not filed
Bell Investment Advisors, Inc––––Not filed
TD Capital Management LLC––––Not filed
Napier Financial, LLC––––Not filed
Cassaday & Co Wealth Management LLC––––Not filed
ZRC Wealth Management, LLC––––Not filed
High Note Wealth, LLC––––Not filed
Leonteq Securities AG––––Not filed
Bare Financial Services, Inc––––Not filed
MPWM Advisory Solutions, LLC––––Not filed
Silver Grove Financial Group, Inc.––––Not filed
Financial Consulate, Inc––––Not filed
Wolff Wiese Magana LLC––––Not filed
Private Wealth Management Group, LLC––––Not filed
Grove Bank & Trust––––Not filed
Markowski Investments––––Not filed
Hughes Financial Services, LLC––––Not filed
Cornerstone Planning Group LLC––––Not filed
MV Capital Management, Inc.––––Not filed
Hilton Head Capital Partners, LLC––––Not filed
Compass Financial Management LLC––––Not filed
LGT Financial Advisors LLC––––Not filed
Plante Moran Financial Advisors, LLC––––Not filed
Triumph Capital Management––––Not filed
Cromwell Holdings LLC––––Not filed
Copia Wealth Management––––Not filed
HFM Investment Advisors, LLC––––Not filed
Creative Capital Management Investments LLC––––Not filed
Lloyd Advisory Services, LLC.––––Not filed
DiNuzzo Private Wealth, Inc.––––Not filed
Simplex Trading, LLC––––Not filed
SBI Securities Co., Ltd.––––Not filed
First Pacific Financial––––Not filed
S&T Bank––––Not filed
Asset Dedication, LLC––––Not filed
Bay Harbor Wealth Management, LLC––––Not filed
Bruce G. Allen Investments, LLC––––Not filed
Dunhill Financial, LLC––––Not filed
Signature Equity Partners, LLC––––Not filed
Addison Advisors LLC––––Not filed
Chesapeake Asset Management LLC––––Not filed
Quent Capital, LLC––––Not filed
Quaker Wealth Management, LLC––––Not filed
True Wealth Design, LLC––––Not filed
Financial Management Professionals, Inc.––––Not filed
Raffa Wealth Management, LLC––––Not filed
Global Trust Asset Management, LLC––––Not filed
Principia Wealth Advisory, LLC––––Not filed
Ameriflex Group, Inc.––––Not filed
Wealth Enhancement Trust Services, Inc.––––Not filed
MidFirst Bank––––Not filed
Prestige Wealth Management Group LLC––––Not filed
PFS Partners, LLC––––Not filed
Thurston, Springer, Miller, Herd & Titak, Inc.––––Not filed
Key Financial Inc––––Not filed
LRI Investments, LLC––––Not filed
Tounjian Advisory Partners, LLC––––Not filed
Millstone Evans Group, LLC––––Not filed
Cornerstone Financial Management LLC––––Not filed
Sunrise Financial Services, LLC––––Not filed
Basecamp Wealth Advisors LLC––––Not filed
1015 Capital Partners, LLC––––Not filed
Valued Wealth Advisors LLC––––Not filed
Rakuten Securities, Inc.––––Not filed
American Capital Advisory, LLC––––Not filed
Seneschal Advisors, LLC––––Not filed
Aventura Private Wealth, LLC––––Not filed
DecisionPoint Financial, LLC––––Not filed
Raleigh Capital Management Inc.––––Not filed
Avion Wealth––––Not filed
Coston, McIsaac & Partners––––Not filed