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 |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 966 | $402.6K | 0.00% | +135+16.2% | Added |
| Ostrum Asset Management | 973 | $405.5K | 0.02% | 00.0% | Unchanged |
| Park National Corp | 996 | $415.1K | 0.01% | −23−2.3% | Reduced |
| Tompkins Financial Corp | 1,000 | $416.7K | 0.03% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,047 | $417.9K | 0.01% | −279−21.0% | Reduced |
| Argent Trust Co | 1,003 | $418.0K | 0.01% | 00.0% | Unchanged |
| Empowered Funds, LLC | 1,008 | $420.1K | 0.00% | −231−18.6% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 1,010 | $420.9K | 0.00% | 00.0% | Unchanged |
| Advisor OS, LLC | 1,020 | $424.9K | 0.03% | −309−23.3% | Reduced |
| 71 West Capital Partners | 1,030 | $429.2K | 0.01% | 00.0% | Unchanged |
| North Dakota State Investment Board | 1,035 | $431.3K | 0.02% | +18+1.8% | Added |
| Compass Ion Advisors, LLC | 1,045 | $435.4K | 0.04% | +5+0.5% | Added |
| Sterling Capital Management LLC | 1,051 | $438.0K | 0.01% | −117−10.0% | Reduced |
| Greenleaf Trust | 1,051 | $438.0K | 0.00% | −5−0.5% | Reduced |
| Susquehanna International Group, LLP | 1,059 | $441.3K | 0.00% | −24,016−95.8% | Reduced |
| Baker Ellis Asset Management LLC | 1,059 | $441.3K | 0.05% | 00.0% | Unchanged |
| Inceptionr LLC | 1,061 | $442.2K | 0.11% | −2,375−69.1% | Reduced |
| Mutual Advisors, LLC | 1,062 | $442.5K | 0.01% | −96−8.3% | Reduced |
| Verity & Verity, LLC | 1,086 | $452.4K | 0.03% | −69−6.0% | Reduced |
| Vise Technologies, Inc. | 1,087 | $452.8K | 0.01% | +124+12.9% | Added |
| Assetmark, Inc | 1,087 | $453.2K | 0.00% | −28−2.5% | Reduced |
| Clearstead Advisors, LLC | 1,090 | $454.2K | 0.00% | +1,051+2,694.9% | Added |
| Texas Yale Capital Corp. | 1,117 | $465.5K | 0.01% | +75+7.2% | Added |
| Shelton Capital Management | 1,130 | $470.9K | 0.01% | −34−2.9% | Reduced |
| SRS Capital Advisors, Inc. | 1,133 | $472.3K | 0.00% | +887+360.6% | Added |
| Parsons Capital Management Inc | 1,136 | $473.4K | 0.02% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 1,137 | $474.0K | 0.24% | +1,137 | New |
| TD Waterhouse Canada Inc. | 1,170 | $476.7K | 0.00% | −12−1.0% | Reduced |
| Macquarie Group Ltd | 1,149 | $478.8K | 0.00% | −235−17.0% | Reduced |
| Avidian Wealth Solutions, LLC | 1,159 | $482.8K | 0.01% | −170−12.8% | Reduced |
| Certior Financial Group, LLC | 1,159 | $482.9K | 0.26% | +44+3.9% | Added |
| Modera Wealth Management, LLC | 1,162 | $484.2K | 0.01% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 1,169 | $487.2K | 0.00% | −4,715−80.1% | Reduced |
| J. Safra Sarasin Holding AG | 1,171 | $487.9K | 0.01% | +1,171 | New |
| Significant Wealth Partners LLC | 1,171 | $488.0K | 0.53% | +17+1.5% | Added |
| Voya Financial Advisors, Inc. | 1,202 | $493.5K | 0.04% | −222−15.6% | Reduced |
| QRG Capital Management, Inc. | 1,188 | $495.1K | 0.00% | +96+8.8% | Added |
| Tudor Financial Inc. | 1,195 | $498.0K | 0.22% | 00.0% | Unchanged |
| Davidson Kahn Capital Management, LLC | 1,199 | $499.5K | 0.21% | −93−7.2% | Reduced |
| Citizens Financial Group Inc | 1,216 | $506.9K | 0.01% | +332+37.6% | Added |
| Johnson Investment Counsel Inc | 1,229 | $512.2K | 0.00% | 00.0% | Unchanged |
| Havemeyer Place LP | 1,232 | $513.4K | 0.05% | −4,416−78.2% | Reduced |
| Generali Asset Management SPA SGR | 1,255 | $523.0K | 0.01% | +1,255 | New |
| Hilltop Holdings Inc. | 1,262 | $525.9K | 0.04% | −161−11.3% | Reduced |
| Cary Street Partners Financial LLC | 1,282 | $534.2K | 0.01% | +326+34.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 1,289 | $537.2K | 0.02% | +1,289 | New |
| Advocate Group LLC | 1,292 | $538.4K | 0.08% | −92−6.6% | Reduced |
| Tred Avon Family Wealth, LLC | 1,300 | $541.7K | 0.17% | −12−0.9% | Reduced |
| E. Ohman J:or Asset Management AB | 1,305 | $543.8K | 0.01% | 00.0% | Unchanged |
| Unified Investment Management | 1,312 | $546.8K | 0.51% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,407 | $547.9K | 0.40% | +65+4.8% | Added |
| Ritholtz Wealth Management | 1,328 | $553.4K | 0.01% | +8+0.6% | Added |
| Baker Avenue Asset Management, LP | 1,338 | $557.6K | 0.01% | −1−0.1% | Reduced |
| ICW Investment Advisors LLC | 1,346 | $561.1K | 0.20% | +3+0.2% | Added |
| Park Place Capital Corp | 1,362 | $567.6K | 0.09% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,375 | $573.0K | 0.05% | −247−15.2% | Reduced |
| ProShare Advisors LLC | 1,381 | $575.5K | 0.00% | −20−1.4% | Reduced |
| Evergreen Capital Management LLC | 1,384 | $576.8K | 0.01% | +44+3.3% | Added |
| Eastern Bank | 1,408 | $586.8K | 0.01% | −906−39.2% | Reduced |
| Beacon Pointe Advisors, LLC | 1,408 | $586.9K | 0.00% | −128−8.3% | Reduced |
| Fideuram Asset Management (Ireland) dac | 1,525 | $596.7K | 0.01% | +1,525 | New |
| Jane Street Group, LLC | 1,445 | $602.2K | 0.00% | +620+75.2% | Added |
| LGT Group Foundation | 1,447 | $603.0K | 0.01% | −52−3.5% | Reduced |
| Koshinski Asset Management, Inc. | 1,459 | $608.1K | 0.03% | −64−4.2% | Reduced |
| Webster Bank, N. A. | 1,493 | $622.2K | 0.05% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 1,498 | $624.2K | 0.00% | +125+9.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,499 | $624.7K | 0.03% | −11−0.7% | Reduced |
| Massachusetts Financial Services Co | 1,508 | $628.4K | 0.00% | −41−2.6% | Reduced |
| Prudential PLC | 1,511 | $629.7K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 1,518 | $632.6K | 0.20% | 00.0% | Unchanged |
| Schroder Investment Management Group | 1,519 | $633.0K | 0.00% | +225+17.4% | Added |
| Virtu Financial LLC | 1,521 | $634.0K | 0.02% | −1,460−49.0% | Reduced |
| Farther Finance Advisors, LLC | 1,527 | $635.7K | 0.00% | −44−2.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,529 | $637.2K | 0.03% | +20+1.3% | Added |
| Diversify Wealth Management, LLC | 1,754 | $639.0K | 0.01% | −22−1.2% | Reduced |
| Diversify Advisory Services, LLC | 1,754 | $639.0K | 0.01% | +1,754 | New |
| Perryman Financial Advisory Inc | 1,535 | $639.7K | 0.09% | +1,535 | New |
| GWM Advisors LLC | 1,536 | $639.9K | 0.00% | +779+102.9% | Added |
| Sequoia Financial Advisors, LLC | 1,536 | $640.0K | 0.00% | −575−27.2% | Reduced |
| National Bank of Canada | 1,583 | $660.8K | 0.00% | +144+10.0% | Added |
| Park Avenue Securities LLC | 1,585 | $661.0K | 0.00% | −129−7.5% | Reduced |
| NBC Securities, Inc. | 1,623 | $676.4K | 0.05% | +13+0.8% | Added |
| Trexquant Investment LP | 1,629 | $678.9K | 0.00% | +1,629 | New |
| Northbridge Financial Group, LLC | 1,630 | $679.1K | 0.26% | −356−17.9% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 1,643 | $684.8K | 0.53% | +49+3.1% | Added |
| Crossmark Global Holdings, Inc. | 1,644 | $685.3K | 0.01% | −469−22.2% | Reduced |
| Capital Analysts, LLC | 1,659 | $692.0K | 0.02% | −330−16.6% | Reduced |
| Integrated Wealth Concepts LLC | 1,676 | $698.5K | 0.00% | +163+10.8% | Added |
| Adviser Investments LLC | 1,687 | $703.1K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,697 | $707.0K | 0.01% | +139+8.9% | Added |
| Knollwood Investment Advisory, LLC | 1,722 | $717.6K | 0.06% | −801−31.7% | Reduced |
| First Bank & Trust | 1,739 | $724.7K | 0.11% | +487+38.9% | Added |
| Boreal Capital Management LLC | 1,756 | $731.8K | 0.54% | 00.0% | Unchanged |
| SBI Okasan Asset Management Co.Ltd. | 1,800 | $739.1K | 0.02% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,804 | $751.8K | 0.02% | +206+12.9% | Added |
| Belpointe Asset Management LLC | 1,812 | $755.5K | 0.02% | −78−4.1% | Reduced |
| Maryland State Retirement & Pension System | 1,819 | $758.0K | 0.01% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 1,825 | $761.0K | 0.09% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 1,842 | $767.7K | 0.17% | +173+10.4% | Added |
| Mount Yale Investment Advisors, LLC | 1,855 | $773.1K | 0.01% | −253−12.0% | Reduced |