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, Q2 2026
Institutional positions in Watsco Inc as of Jun 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
- Institutional holders
- 787
- +25 vs. Q1 2026
- Shares held
- 37.8M
- −288.8K (−0.8%) vs. Q1 2026
- Total value
- $15.7B
- +$1.89B (+13.7%) vs. Q1 2026
- New holders
- 96
- 244 more added
- Sold out
- 71
- 306 more reduced
10 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 787 | $15.7B |
| Q1 2026 | 772 | $13.9B |
| Q4 2025 | 768 | $12.6B |
| Q3 2025 | 780 | $14.6B |
| Q2 2025 | 807 | $15.3B |
| Q1 2025 | 840 | $17.9B |
| Q4 2024 | 822 | $16.8B |
| Q3 2024 | 789 | $17.4B |
| Q2 2024 | 778 | $16.7B |
| Q1 2024 | 746 | $15.6B |
| Q4 2023 | 727 | $15.3B |
| Q3 2023 | 683 | $13.7B |
| Q2 2023 | 677 | $13.5B |
| Q1 2023 | 615 | $11.0B |
| Q4 2022 | 568 | $8.51B |
| Q3 2022 | 538 | $8.59B |
| Q2 2022 | 516 | $7.74B |
| Q1 2022 | 495 | $9.46B |
| Q4 2021 | 521 | $9.61B |
| Q3 2021 | 478 | $8.12B |
| Q2 2021 | 475 | $8.80B |
| Q1 2021 | 464 | $8.06B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WPG Advisers, LLC | 30 | $12.5K | 0.01% | +1+3.4% | Added |
| Broadwater Capital Management LLC | 30 | $12.5K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 30 | $12.6K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 34 | $14.2K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 35 | $14.6K | 0.00% | 00.0% | Unchanged |
| Security National Bank of So Dak | 35 | $14.6K | 0.01% | +35 | New |
| Virginia Estate & Retirement Planning Advisors Inc. | 36 | $15.0K | 0.02% | +36 | New |
| JFS Wealth Advisors, LLC | 36 | $15.0K | 0.00% | +3+9.1% | Added |
| Bogart Wealth, LLC | 40 | $16.7K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 40 | $16.7K | 0.01% | +34+566.7% | Added |
| Legacy Bridge, LLC | 40 | $16.7K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 41 | $17.1K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 48 | $17.5K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 42 | $17.5K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 42 | $17.5K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 42 | $17.5K | 0.01% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 46 | $19.2K | 0.01% | +46 | New |
| North Star Investment Management Corp. | 47 | $19.6K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 52 | $21.7K | 0.00% | −20−27.8% | Reduced |
| CVA Family Office, LLC | 52 | $21.7K | 0.00% | +34+188.9% | Added |
| McDonald Partners LLC | 55 | $22.9K | 0.01% | +55 | New |
| Keating Financial Advisory Services, Inc. | 58 | $24.2K | 0.00% | +37+176.2% | Added |
| UMA Financial Services, Inc. | 59 | $24.6K | 0.00% | −3−4.8% | Reduced |
| Entrust Financial LLC | 59 | $24.6K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 59 | $25.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 60 | $25.0K | 0.00% | −1−1.6% | Reduced |
| First Horizon Corp | 61 | $25.4K | 0.00% | −28−31.5% | Reduced |
| Ossiam | 63 | $26.3K | 0.00% | +63 | New |
| Lodestone Wealth Management LLC | 67 | $27.9K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 71 | $28.9K | 0.00% | −1−1.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 70 | $29.2K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 70 | $29.2K | 0.01% | +2+2.9% | Added |
| Rossby Financial, LCC | 71 | $29.6K | 0.01% | +9+14.5% | Added |
| GoalVest Advisory LLC | 72 | $30.0K | 0.01% | +5+7.5% | Added |
| Raiffeisen Bank International AG | 77 | $31.6K | 0.00% | +23+42.6% | Added |
| Manchester Capital Management LLC | 76 | $31.7K | 0.00% | +7+10.1% | Added |
| Measured Wealth Private Client Group, LLC | 77 | $32.1K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 85 | $35.6K | 0.00% | −10−10.5% | Reduced |
| Strengthening Families & Communities, LLC | 86 | $35.8K | 0.01% | 00.0% | Unchanged |
| Bayban | 87 | $36.3K | 0.03% | 00.0% | Unchanged |
| American National Bank | 99 | $41.3K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 101 | $41.9K | 0.00% | +101 | New |
| Quarry LP | 107 | $44.6K | 0.01% | −60−35.9% | Reduced |
| Elevated Capital Advisors, LLC | 109 | $45.6K | 0.01% | −20−15.5% | Reduced |
| Golden State Wealth Management, LLC | 111 | $46.5K | 0.00% | +1+0.9% | Added |
| Versant Capital Management, Inc | 118 | $49.2K | 0.00% | +88+293.3% | Added |
| Commonwealth Retirement Investments LLC | 132 | $55.0K | 0.01% | +132 | New |
| MCF Advisors LLC | 132 | $55.0K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 135 | $56.3K | 0.01% | +5+3.8% | Added |
| Creative Financial Designs Inc | 145 | $60.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 147 | $61.1K | 0.00% | +1+0.7% | Added |
| Graticule Asia Macro Advisors LLC | 147 | $61.3K | 0.00% | +147 | New |
| Institute for Wealth Management, LLC. | 147 | $61.3K | 0.01% | +147 | New |
| Ronald Blue Trust, Inc. | 159 | $66.3K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 160 | $66.7K | 0.04% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 160 | $66.7K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 160 | $66.7K | 0.06% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 166 | $69.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 172 | $72.0K | 0.04% | −90−34.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 201 | $78.3K | 0.00% | −2−1.0% | Reduced |
| IFG Advisory, LLC | 194 | $81.0K | 0.00% | +194 | New |
| Walleye Capital LLC | 215 | $89.6K | 0.00% | +215 | New |
| Larson Financial Group LLC | 220 | $91.7K | 0.00% | +11+5.3% | Added |
| Trust Co of Vermont | 237 | $98.8K | 0.00% | +237 | New |
| Central Trust Co | 240 | $100.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 240 | $100.0K | 0.00% | +75+45.5% | Added |
| Financial Network Wealth Advisors LLC | 246 | $102.6K | 0.10% | −55−18.3% | Reduced |
| Bessemer Group Inc | 255 | $106.0K | 0.00% | −241−48.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 256 | $106.7K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 267 | $111.3K | 0.01% | +267 | New |
| FIL Ltd | 269 | $112.1K | 0.00% | −6−2.2% | Reduced |
| Bamco Inc | 269 | $112.1K | 0.00% | +42+18.5% | Added |
| Y.D. More Investments Ltd | 350 | $145.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 354 | $147.7K | 0.02% | −20−5.3% | Reduced |
| EverSource Wealth Advisors, LLC | 358 | $149.1K | 0.01% | −85−19.2% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 359 | $149.6K | 0.00% | −18,672−98.1% | Reduced |
| Global Retirement Partners, LLC | 366 | $152.6K | 0.00% | +366 | New |
| Whittier Trust Co | 396 | $158.0K | 0.00% | +8+2.1% | Added |
| Allworth Financial LP | 444 | $185.0K | 0.00% | −1,129−71.8% | Reduced |
| Siemens Fonds Invest GmbH | 479 | $199.6K | 0.01% | 00.0% | Unchanged |
| Woodstock Corp | 480 | $200.0K | 0.02% | +480 | New |
| Auctus Advisors LLC | 480 | $200.0K | 0.17% | +480 | New |
| Livet Wealth, LLC | 493 | $205.4K | 0.12% | +493 | New |
| Huntington National Bank | 495 | $206.3K | 0.00% | +18+3.8% | Added |
| Warren Averett Asset Management, LLC | 497 | $207.0K | 0.00% | −2,603−84.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 497 | $207.1K | 0.00% | −11,348−95.8% | Reduced |
| Sumitomo Life Insurance Co | 497 | $207.1K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 497 | $207.1K | 0.05% | +497 | New |
| Jefferies Financial Group Inc. | 498 | $207.5K | 0.00% | +498 | New |
| Bedel Financial Consulting, Inc. | 500 | $208.4K | 0.02% | +500 | New |
| Rothschild Investment LLC | 502 | $209.2K | 0.01% | +479+2,082.6% | Added |
| Fulcrum Capital LLC | 504 | $210.0K | 0.04% | −187−27.1% | Reduced |
| Fundamentun, LLC | 515 | $214.6K | 0.01% | −88−14.6% | Reduced |
| Elequin Capital LP | 515 | $214.6K | 0.01% | +435+543.8% | Added |
| Mission Wealth Management, LP | 515 | $214.7K | 0.00% | +515 | New |
| Ponta Wealth Partners, LLC | 516 | $215.0K | 0.12% | +516 | New |
| Breakwater Capital Group | 520 | $216.7K | 0.03% | +520 | New |
| Crestwood Advisors Group LLC | 520 | $216.7K | 0.00% | −93−15.2% | Reduced |
| Independent Wealth Network Inc. | 522 | $217.5K | 0.06% | −31−5.6% | Reduced |
| Pinnacle Financial Partners, Inc. | 522 | $217.5K | 0.00% | +522 | New |