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 |
|---|---|---|---|---|---|
| Sage Rhino Capital LLC | 524 | $218.4K | 0.04% | +524 | New |
| Integrity Alliance, LLC. | 529 | $220.7K | 0.01% | +529 | New |
| Hilltop National Bank | 530 | $220.9K | 0.05% | −55−9.4% | Reduced |
| Stock Yards Bank & Trust Co | 536 | $223.4K | 0.01% | −1,366−71.8% | Reduced |
| Aureus Asset Management, LLC | 537 | $223.8K | 0.01% | +537 | New |
| XTX Topco Ltd | 539 | $224.6K | 0.00% | −360−40.0% | Reduced |
| Parkside Financial Bank & Trust | 544 | $226.7K | 0.02% | −11−2.0% | Reduced |
| Legacy Trust | 546 | $227.5K | 0.04% | −5−0.9% | Reduced |
| Impact Capital Partners LLC | 547 | $228.0K | 0.06% | −606−52.6% | Reduced |
| Savvy Advisors, Inc. | 548 | $228.2K | 0.00% | +548 | New |
| Rafferty Asset Management, LLC | 551 | $229.6K | 0.00% | +551 | New |
| Biltmore Family Office, LLC | 553 | $230.5K | 0.03% | −29−5.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 554 | $230.9K | 0.00% | −47−7.8% | Reduced |
| Tower Wealth Partners, Inc. | 559 | $233.0K | 0.12% | +559 | New |
| S-Bank Fund Management Ltd | 562 | $234.2K | 0.03% | +562 | New |
| Boothbay Fund Management, LLC | 567 | $236.3K | 0.00% | −862−60.3% | Reduced |
| Pensionmark Financial Group, LLC | 660 | $240.9K | 0.00% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 585 | $243.8K | 0.01% | +585 | New |
| HM Payson & Co | 588 | $245.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 593 | $247.2K | 0.00% | +10+1.7% | Added |
| Centiva Capital, LP | 600 | $250.0K | 0.01% | −3,365−84.9% | Reduced |
| Boit C F David | 600 | $250.0K | 0.11% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 600 | $250.0K | 0.02% | +600 | New |
| Cary Street Partner Investment Advisory LLC | 610 | $254.0K | 0.05% | +14+2.3% | Added |
| Advisory Services Network, LLC | 610 | $254.2K | 0.00% | −79−11.5% | Reduced |
| 111 Capital | 612 | $255.0K | 0.04% | +612 | New |
| Venture Visionary Partners LLC | 616 | $256.7K | 0.01% | −369−37.5% | Reduced |
| Semanteon Capital Management, LP | 619 | $258.0K | 1.16% | +619 | New |
| Bayforest Capital Ltd | 620 | $258.4K | 0.24% | +620 | New |
| Fisher Asset Management, LLC | 620 | $258.7K | 0.00% | −47−7.0% | Reduced |
| Laird Norton Trust Company, LLC | 625 | $260.4K | 0.01% | +36+6.1% | Added |
| RiverFront Investment Group, LLC | 625 | $260.5K | 0.00% | +15+2.5% | Added |
| FourThought Financial Partners, LLC | 636 | $265.1K | 0.02% | +1+0.2% | Added |
| Smartleaf Asset Management LLC | 656 | $269.6K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 649 | $270.5K | 0.02% | +13+2.0% | Added |
| Aristotle Capital Management, LLC | 650 | $270.9K | 0.00% | +650 | New |
| Guardian Partners Inc. | 654 | $272.5K | 0.02% | −54−7.6% | Reduced |
| Profund Advisors LLC | 654 | $272.5K | 0.01% | +20+3.2% | Added |
| Paradigm Financial Partners, LLC | 655 | $273.0K | 0.02% | +3+0.5% | Added |
| Roehl & Yi Investment Advisors, LLC | 665 | $277.1K | 0.09% | −15−2.2% | Reduced |
| Valeo Financial Advisors, LLC | 667 | $278.0K | 0.01% | −19−2.8% | Reduced |
| Whetstone Capital Advisors, LLC | 668 | $278.4K | 0.07% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 673 | $280.5K | 0.04% | −3−0.4% | Reduced |
| Intrust Bank NA | 675 | $281.3K | 0.02% | −28−4.0% | Reduced |
| Somerset Trust Co | 680 | $283.4K | 0.08% | −4−0.6% | Reduced |
| ISAM Funds (UK) Ltd | 680 | $283.4K | 0.20% | +680 | New |
| Mosaic Family Wealth Partners, LLC | 680 | $283.4K | 0.02% | +680 | New |
| Walleye Trading LLC | 692 | $288.4K | 0.00% | +478+223.4% | Added |
| Groesbeck Investment Management Corp | 697 | $290.0K | 0.46% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 698 | $290.9K | 0.02% | −11−1.6% | Reduced |
| Dakota Wealth Management | 710 | $295.7K | 0.01% | +4+0.6% | Added |
| Argonautica Private Wealth Management, Inc | 716 | $298.5K | 0.07% | +54+8.2% | Added |
| IFP Advisors, Inc | 722 | $300.9K | 0.01% | −57−7.3% | Reduced |
| Axxion S.A. | 723 | $301.3K | 0.02% | +723 | New |
| Vestcor Inc | 727 | $303.0K | 0.01% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 731 | $304.6K | 0.07% | 00.0% | Unchanged |
| STRS Ohio | 737 | $307.1K | 0.00% | −95−11.4% | Reduced |
| Frec Markets, Inc. | 744 | $310.0K | 0.03% | +744 | New |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 752 | $313.4K | 0.20% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 760 | $316.7K | 0.04% | +173+29.5% | Added |
| Heartwood Wealth Advisors LLC | 761 | $317.1K | 0.02% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 761 | $317.1K | 0.01% | +761 | New |
| Burney Co | 767 | $319.6K | 0.01% | −65−7.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 776 | $323.3K | 0.02% | −8−1.0% | Reduced |
| V-Square Quantitative Management LLC | 778 | $324.2K | 0.03% | +307+65.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 780 | $325.0K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 787 | $328.0K | 0.01% | −32−3.9% | Reduced |
| Axxcess Wealth Management, LLC | 800 | $333.4K | 0.01% | +800 | New |
| BankPlus Trust Department | 801 | $333.8K | 0.08% | −47−5.5% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 810 | $337.6K | 0.02% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 812 | $338.4K | 0.00% | +76+10.3% | Added |
| Boston Family Office LLC | 835 | $348.0K | 0.02% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 838 | $349.2K | 0.00% | +238+39.7% | Added |
| Kestra Private Wealth Services, LLC | 843 | $351.3K | 0.00% | −52−5.8% | Reduced |
| Ballentine Partners, LLC | 859 | $358.0K | 0.00% | −170−16.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 879 | $358.3K | 0.00% | +14+1.6% | Added |
| Eagle Global Advisors LLC | 865 | $360.6K | 0.01% | +279+47.6% | Added |
| Lido Advisors, LLC | 866 | $361.3K | 0.00% | −60−6.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 868 | $361.7K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 888 | $362.0K | 0.02% | −43−4.6% | Reduced |
| Penserra Capital Management LLC | 875 | $363.0K | 0.00% | −112−11.3% | Reduced |
| Texas Bank & Trust Co | 875 | $364.6K | 0.12% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 880 | $366.7K | 0.05% | −30−3.3% | Reduced |
| Quantum Private Wealth, LLC | 890 | $370.7K | 0.10% | −148−14.3% | Reduced |
| Spinnaker Trust | 890 | $370.9K | 0.02% | +890 | New |
| Stephens Inc | 897 | $373.8K | 0.00% | +91+11.3% | Added |
| LVW Advisors, LLC | 900 | $375.1K | 0.03% | −260−22.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 903 | $376.2K | 0.00% | −214−19.2% | Reduced |
| Savant Capital, LLC | 963 | $379.8K | 0.00% | +963 | New |
| Simon Quick Advisors, LLC | 913 | $380.5K | 0.02% | −10−1.1% | Reduced |
| Adell Harriman & Carpenter Inc | 913 | $380.5K | 0.02% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 919 | $383.1K | 0.00% | −200−17.9% | Reduced |
| Farringdon Capital, Ltd. | 935 | $389.6K | 0.19% | +935 | New |
| Sandler Capital Management | 937 | $390.5K | 0.23% | +937 | New |
| IMC-Chicago, LLC | 937 | $390.5K | 0.00% | +937 | New |
| Private Advisor Group, LLC | 945 | $394.0K | 0.00% | +54+6.1% | Added |
| Parallel Advisors, LLC | 948 | $395.1K | 0.01% | −6−0.6% | Reduced |
| Autumn Glory Partners, LLC | 950 | $395.9K | 0.11% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 963 | $401.0K | 0.00% | −2,442−71.7% | Reduced |
| Impact Partnership Wealth, LLC | 963 | $401.2K | 0.04% | +401+71.4% | Added |