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 |
|---|---|---|---|---|---|
| Drucker Wealth 3.0, LLC | 1,874 | $780.9K | 0.12% | −4−0.2% | Reduced |
| Harvey Investment Co LLC | 1,885 | $786.0K | 0.09% | +100+5.6% | Added |
| Bokf, NA | 1,899 | $791.4K | 0.01% | −79−4.0% | Reduced |
| Cox Capital Mgt LLC | 1,925 | $802.2K | 0.45% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,926 | $802.7K | 0.02% | −244−11.2% | Reduced |
| First Citizens Bank & Trust Co | 1,944 | $810.1K | 0.01% | −39−2.0% | Reduced |
| Simplicity Wealth,LLC | 1,951 | $813.0K | 0.03% | +578+42.1% | Added |
| GAMMA Investing LLC | 1,951 | $813.0K | 0.03% | +480+32.6% | Added |
| HB Wealth Management, LLC | 1,954 | $814.6K | 0.00% | +161+9.0% | Added |
| Omers Administration Corp | 1,955 | $814.7K | 0.00% | +221+12.7% | Added |
| Allianz Asset Management GmbH | 1,957 | $815.5K | 0.00% | +19+1.0% | Added |
| Norden Group LLC | 1,971 | $821.0K | 0.07% | +234+13.5% | Added |
| GHP Investment Advisors, Inc. | 1,993 | $830.6K | 0.03% | −737−27.0% | Reduced |
| Woodline Partners LP | 1,995 | $831.4K | 0.00% | +628+45.9% | Added |
| Prudential Financial Inc | 2,005 | $835.5K | 0.00% | −100−4.8% | Reduced |
| Chicago Trust Co NA | 2,007 | $836.4K | 0.12% | −1,144−36.3% | Reduced |
| Centennial Wealth Advisory LLC | 2,019 | $841.4K | 0.18% | +2,019 | New |
| Crawford Investment Counsel Inc | 2,145 | $893.9K | 0.01% | −91−4.1% | Reduced |
| BHK Investment Advisors, LLC | 2,160 | $900.0K | 0.27% | −134−5.8% | Reduced |
| Portside Wealth Group, LLC | 2,171 | $904.5K | 0.11% | +32+1.5% | Added |
| Intrinsic Value Partners, LLC | 2,189 | $912.2K | 0.62% | +400+22.4% | Added |
| Freestone Grove Partners LP | 2,195 | $914.7K | 0.01% | −21,164−90.6% | Reduced |
| Trueblood Wealth Management, LLC | 2,198 | $916.0K | 0.32% | −38−1.7% | Reduced |
| Cranbrook Wealth Management, LLC | 2,207 | $919.7K | 0.17% | −138−5.9% | Reduced |
| Ethic Inc. | 2,216 | $923.6K | 0.01% | +2,216 | New |
| Citizens Business Bank | 2,219 | $924.7K | 0.14% | +980+79.1% | Added |
| We Are One Seven, LLC | 2,229 | $928.8K | 0.02% | −180−7.5% | Reduced |
| Jupiter Topco LLC | 2,237 | $933.3K | 0.00% | +2,237 | New |
| Financial Advisory Service, Inc. | 2,242 | $934.3K | 0.05% | +36+1.6% | Added |
| Wealth Alliance | 2,249 | $937.1K | 0.08% | +12+0.5% | Added |
| Securian Asset Management, Inc | 2,574 | $957.3K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,308 | $961.9K | 0.00% | −343−12.9% | Reduced |
| Coastal Bridge Advisors, LLC | 2,319 | $966.4K | 0.06% | −296−11.3% | Reduced |
| Blalock Williams, LLC | 2,332 | $971.8K | 0.63% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 2,391 | $996.3K | 0.04% | −327−12.0% | Reduced |
| Triad Investment Management | 2,445 | $1.02M | 1.12% | 00.0% | Unchanged |
| Saudi Central Bank | 2,446 | $1.02M | 0.01% | +1,157+89.8% | Added |
| MAI Capital Management | 2,475 | $1.03M | 0.00% | +674+37.4% | Added |
| Modern Wealth Management, LLC | 2,505 | $1.04M | 0.01% | +1,508+151.3% | Added |
| Jump Financial, LLC | 2,520 | $1.05M | 0.01% | −4,561−64.4% | Reduced |
| Mirabaud Asset Management Ltd | 2,647 | $1.09M | 0.90% | −1,204−31.3% | Reduced |
| M&T Bank Corp | 2,645 | $1.10M | 0.00% | −120−4.3% | Reduced |
| CIBC Asset Management Inc | 2,649 | $1.10M | 0.00% | +317+13.6% | Added |
| Gulf International Bank (UK) Ltd | 2,665 | $1.11M | 0.02% | −71−2.6% | Reduced |
| Eurizon Capital SGR S.p.A. | 2,673 | $1.11M | 0.00% | −1,285−32.5% | Reduced |
| Chicago Capital, LLC | 2,700 | $1.13M | 0.03% | −20−0.7% | Reduced |
| Hancock Whitney Corp | 2,745 | $1.14M | 0.02% | +822+42.7% | Added |
| Man Group plc | 2,775 | $1.16M | 0.00% | +1,059+61.7% | Added |
| Access Financial Services, Inc. | 2,804 | $1.17M | 0.38% | −39−1.4% | Reduced |
| MML Investors Services, LLC | 2,834 | $1.18M | 0.00% | +146+5.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 2,837 | $1.18M | 0.01% | −9−0.3% | Reduced |
| Oak Thistle LLC | 2,905 | $1.21M | 0.12% | −1,523−34.4% | Reduced |
| GW&K Investment Management, LLC | 2,947 | $1.23M | 0.01% | −708−19.4% | Reduced |
| Tocqueville Asset Management L.P. | 3,000 | $1.25M | 0.02% | 00.0% | Unchanged |
| Excelsior Advisor Network LLC | 3,005 | $1.25M | 0.17% | +3,005 | New |
| Picton Mahoney Asset Management | 3,013 | $1.26M | 0.01% | +3,013 | New |
| Hennion & Walsh Asset Management, Inc. | 3,014 | $1.26M | 0.04% | −36−1.2% | Reduced |
| Alliance Wealth Advisors, LLC | 3,015 | $1.26M | 0.24% | −971−24.4% | Reduced |
| Change Path, LLC | 3,034 | $1.26M | 0.03% | +267+9.6% | Added |
| Umb Bank N A | 3,045 | $1.27M | 0.02% | −3−0.1% | Reduced |
| Tower Research Capital LLC (TRC) | 3,123 | $1.30M | 0.03% | +1,907+156.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 3,131 | $1.30M | 0.03% | +3,131 | New |
| WCM Investment Management, LLC | 3,184 | $1.31M | 0.00% | −1,166−26.8% | Reduced |
| Cresset Asset Management, LLC | 3,152 | $1.31M | 0.00% | −39−1.2% | Reduced |
| Alpha Omega Wealth Management LLC | 3,157 | $1.32M | 0.20% | −196−5.8% | Reduced |
| SlateStone Wealth, LLC | 3,170 | $1.32M | 0.10% | +76+2.5% | Added |
| TCI Wealth Advisors, Inc. | 3,190 | $1.33M | 0.06% | +79+2.5% | Added |
| Ensign Peak Advisors, Inc | 3,209 | $1.34M | 0.00% | −8,020−71.4% | Reduced |
| Regents Gate Capital LLP | 3,278 | $1.37M | 1.82% | +3,278 | New |
| National Pension Service | 3,362 | $1.40M | 0.00% | −2,021−37.5% | Reduced |
| State of Alaska, Department of Revenue | 3,430 | $1.43M | 0.01% | −37−1.1% | Reduced |
| Atlantic Union Bankshares Corp | 3,490 | $1.45M | 0.02% | 00.0% | Unchanged |
| Annandale Capital, LLC | 3,516 | $1.47M | 0.22% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 3,531 | $1.47M | 0.01% | −141−3.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,543 | $1.48M | 0.00% | +1,289+57.2% | Added |
| Equitable Holdings, Inc. | 3,577 | $1.49M | 0.01% | +3,577 | New |
| Mattern Capital Management, LLC | 3,594 | $1.50M | 0.17% | −20−0.6% | Reduced |
| Public Employees Retirement Association of Colorado | 3,605 | $1.50M | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 3,736 | $1.56M | 0.10% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 3,838 | $1.60M | 0.00% | −178−4.4% | Reduced |
| SG Americas Securities, LLC | 3,840 | $1.60M | 0.00% | −5,924−60.7% | Reduced |
| RSM US Wealth Management LLC | 3,882 | $1.62M | 0.02% | −365−8.6% | Reduced |
| Pacer Advisors, Inc. | 3,957 | $1.65M | 0.00% | −190−4.6% | Reduced |
| Quadrant Capital Group LLC | 3,978 | $1.66M | 0.05% | +6+0.2% | Added |
| Taylor Frigon Capital Management LLC | 4,088 | $1.70M | 0.80% | −32−0.8% | Reduced |
| OP Asset Management Ltd | 4,093 | $1.71M | 0.02% | +298+7.9% | Added |
| Concurrent Investment Advisors, LLC | 4,131 | $1.72M | 0.01% | +329+8.7% | Added |
| Daiwa Securities Group Inc. | 4,164 | $1.74M | 0.00% | +147+3.7% | Added |
| Intrepid Capital Management Inc | 4,254 | $1.77M | 0.63% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 4,381 | $1.83M | 0.01% | +4,381 | New |
| JustInvest LLC | 4,524 | $1.89M | 0.02% | +14+0.3% | Added |
| Investment Management Corp of Ontario | 4,551 | $1.90M | 0.02% | +2,037+81.0% | Added |
| Northern Oak Wealth Management Inc | 4,563 | $1.90M | 0.22% | +4,563 | New |
| Univest Financial Corp | 4,601 | $1.92M | 0.09% | +62+1.4% | Added |
| Hunter Associates Investment Management LLC | 4,756 | $1.99M | 0.23% | +486+11.4% | Added |
| Nissay Asset Management Corp | 4,804 | $2.00M | 0.01% | +123+2.6% | Added |
| Allstate Corp | 4,867 | $2.03M | 0.02% | −5−0.1% | Reduced |
| Toronto Dominion Bank | 4,914 | $2.05M | 0.00% | +285+6.2% | Added |
| Barbara Oil Co. | 5,000 | $2.05M | 0.69% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 5,096 | $2.12M | 0.01% | 00.0% | Unchanged |