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 |
|---|---|---|---|---|---|
| British Columbia Investment Management Corp | 5,150 | $2.15M | 0.01% | +335+7.0% | Added |
| Summit Trail Advisors, LLC | 5,158 | $2.15M | 0.03% | +315+6.5% | Added |
| Voleon Capital Management LP | 5,295 | $2.21M | 0.04% | −5,995−53.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,314 | $2.21M | 0.01% | +44+0.8% | Added |
| Utah Retirement Systems | 5,321 | $2.22M | 0.02% | −388−6.8% | Reduced |
| Mather Group, LLC. | 5,340 | $2.23M | 0.02% | +5,109+2,211.7% | Added |
| Landscape Capital Management, L.L.C. | 5,463 | $2.28M | 0.15% | −4,847−47.0% | Reduced |
| Bridges Investment Management Inc | 5,580 | $2.33M | 0.03% | +20+0.4% | Added |
| Colony Group, LLC | 5,683 | $2.37M | 0.00% | +254+4.7% | Added |
| Employees Retirement System of Texas | 5,718 | $2.38M | 0.02% | −101,483−94.7% | Reduced |
| Regions Financial Corp | 5,761 | $2.40M | 0.01% | −81−1.4% | Reduced |
| Appleton Partners Inc | 5,844 | $2.44M | 0.15% | −133−2.2% | Reduced |
| Birch Capital Management, LLC | 5,939 | $2.47M | 1.21% | +836+16.4% | Added |
| Graham Capital Management, L.P. | 5,974 | $2.49M | 0.07% | +4,427+286.2% | Added |
| Coldstream Capital Management Inc | 5,980 | $2.49M | 0.03% | −147−2.4% | Reduced |
| RFG Advisory, LLC | 6,006 | $2.50M | 0.04% | +228+3.9% | Added |
| KBC Group NV | 6,011 | $2.50M | 0.01% | +1,680+38.8% | Added |
| United Capital Financial Advisers, LLC | 6,041 | $2.52M | 0.01% | −5,421−47.3% | Reduced |
| Voya Investment Management LLC | 6,210 | $2.59M | 0.00% | +103+1.7% | Added |
| Callan Family Office, LLC | 6,284 | $2.62M | 0.05% | −151−2.3% | Reduced |
| Freedom Day Solutions, LLC | 6,383 | $2.66M | 0.59% | −53−0.8% | Reduced |
| Ameritas Investment Partners, Inc. | 6,434 | $2.68M | 0.07% | 00.0% | Unchanged |
| Xponance, Inc. | 6,437 | $2.68M | 0.02% | +26+0.4% | Added |
| Advisor Group Holdings, Inc. | 6,434 | $2.68M | 0.00% | +433+7.2% | Added |
| 2Xideas AG | 6,519 | $2.72M | 1.17% | +3,316+103.5% | Added |
| Mercer Global Advisors Inc | 6,624 | $2.76M | 0.00% | +3,148+90.6% | Added |
| Numerai GP LLC | 6,732 | $2.81M | 0.23% | −464−6.4% | Reduced |
| Atria Investments LLC | 6,738 | $2.81M | 0.03% | −1,402−17.2% | Reduced |
| Hosking Partners LLP | 6,979 | $2.91M | 0.10% | −113−1.6% | Reduced |
| SEB Asset Management AB | 7,074 | $2.95M | 0.01% | +81+1.2% | Added |
| New Mexico Educational Retirement Board | 7,118 | $2.97M | 0.07% | 00.0% | Unchanged |
| Middleton & Co Inc | 7,127 | $2.97M | 0.32% | −213−2.9% | Reduced |
| Sanctuary Advisors, LLC | 7,184 | $2.99M | 0.01% | −465−6.1% | Reduced |
| Oregon Public Employees Retirement Fund | 7,195 | $3.00M | 0.03% | +87+1.2% | Added |
| CWM Advisors, LLC | 7,228 | $3.01M | 0.12% | +501+7.4% | Added |
| Applied Capital LLC | 7,295 | $3.04M | 2.03% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 7,317 | $3.05M | 0.02% | −456−5.9% | Reduced |
| Swiss Life Asset Management Ltd | 7,379 | $3.08M | 0.01% | −553−7.0% | Reduced |
| Advisors Asset Management, Inc. | 7,477 | $3.12M | 0.05% | −506−6.3% | Reduced |
| Thrivent Financial for Lutherans | 7,773 | $3.24M | 0.01% | −96−1.2% | Reduced |
| Prospect Capital Advisors, LLC | 7,810 | $3.25M | 1.48% | 00.0% | Unchanged |
| Lansforsakringar Fondforvaltning AB (publ) | 7,815 | $3.26M | 0.01% | +7,815 | New |
| Prosperity Consulting Group, LLC | 7,818 | $3.26M | 0.12% | −287−3.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,874 | $3.28M | 0.04% | +49+0.6% | Added |
| Rockefeller Capital Management L.P. | 8,040 | $3.35M | 0.01% | +1,382+20.8% | Added |
| Apollon Wealth Management, LLC | 8,115 | $3.38M | 0.04% | +7,396+1,028.7% | Added |
| NewEdge Wealth, LLC | 8,143 | $3.39M | 0.03% | −1,263−13.4% | Reduced |
| State of Michigan Retirement System | 8,183 | $3.41M | 0.02% | −200−2.4% | Reduced |
| Cambiar Investors LLC | 8,319 | $3.47M | 0.15% | −828−9.1% | Reduced |
| Credit Agricole S A | 8,436 | $3.52M | 0.01% | +342+4.2% | Added |
| Millennium Management LLC | 8,512 | $3.55M | 0.00% | −38,257−81.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,537 | $3.56M | 0.01% | −3,363−28.3% | Reduced |
| Guggenheim Capital LLC | 8,622 | $3.59M | 0.02% | −866−9.1% | Reduced |
| Level Four Advisory Services, LLC | 8,629 | $3.60M | 0.10% | +248+3.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,727 | $3.64M | 0.01% | −4,425−33.6% | Reduced |
| IFM Investors Pty Ltd | 8,857 | $3.69M | 0.02% | +1,396+18.7% | Added |
| Cerity Partners LLC | 9,020 | $3.76M | 0.00% | +2,162+31.5% | Added |
| Vestmark Advisory Solutions, Inc. | 9,072 | $3.78M | 0.04% | −2,759−23.3% | Reduced |
| Monte Financial Group, LLC | 12,461 | $3.85M | 1.23% | +749+6.4% | Added |
| DnB Asset Management AS | 9,666 | $4.03M | 0.01% | −839−8.0% | Reduced |
| Pathstone Holdings, LLC | 9,712 | $4.05M | 0.01% | +179+1.9% | Added |
| Marks Group Wealth Management, Inc | 9,803 | $4.09M | 0.36% | −6,401−39.5% | Reduced |
| Westfield Capital Management Co LP | 9,807 | $4.09M | 0.01% | −15−0.2% | Reduced |
| TD Private Client Wealth LLC | 9,818 | $4.09M | 0.08% | −957−8.9% | Reduced |
| Mn Services Vermogensbeheer B.V. | 9,975 | $4.16M | 0.03% | −3,200−24.3% | Reduced |
| Arizona State Retirement System | 10,019 | $4.18M | 0.02% | +529+5.6% | Added |
| HighTower Advisors, LLC | 10,067 | $4.20M | 0.00% | −506−4.8% | Reduced |
| D.A. Davidson & Co. | 10,071 | $4.20M | 0.02% | +252+2.6% | Added |
| Yousif Capital Management, LLC | 10,127 | $4.22M | 0.05% | −609−5.7% | Reduced |
| Resona Asset Management Co.,Ltd. | 10,204 | $4.24M | 0.02% | −1,361−11.8% | Reduced |
| Louisiana State Employees Retirement System | 10,200 | $4.25M | 0.06% | +100+1.0% | Added |
| Centaurus Financial, Inc. | 10,587 | $4.41M | 0.17% | +214+2.1% | Added |
| Fiduciary Trust Co | 10,600 | $4.42M | 0.05% | −10.0% | Reduced |
| Public Employees Retirement System of Ohio | 10,699 | $4.46M | 0.01% | −274−2.5% | Reduced |
| Bank of Montreal | 11,106 | $4.63M | 0.00% | −21−0.2% | Reduced |
| US Bancorp | 11,375 | $4.74M | 0.01% | −257−2.2% | Reduced |
| Alerus Financial NA | 11,460 | $4.78M | 0.21% | −479−4.0% | Reduced |
| Elo Mutual Pension Insurance Co | 11,470 | $4.78M | 0.06% | +11,470 | New |
| State of New Jersey Common Pension Fund D | 11,516 | $4.80M | 0.02% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 11,519 | $4.80M | 1.05% | +7,869+215.6% | Added |
| State of Tennessee, Treasury Department | 11,527 | $4.80M | 0.01% | −207−1.8% | Reduced |
| Commonwealth Equity Services, LLC | 11,663 | $4.86M | 0.01% | +185+1.6% | Added |
| Nomura Asset Management Co Ltd | 11,756 | $4.90M | 0.01% | −96−0.8% | Reduced |
| HSBC Holdings PLC | 11,793 | $4.92M | 0.00% | +1,613+15.8% | Added |
| Van Eck Associates Corp | 11,875 | $4.95M | 0.00% | +5,147+76.5% | Added |
| River Road Asset Management, LLC | 12,034 | $5.01M | 0.06% | −3,871−24.3% | Reduced |
| Tudor Investment Corp Et Al | 12,083 | $5.04M | 0.02% | +12,083 | New |
| American Century Companies Inc | 12,100 | $5.04M | 0.00% | +653+5.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,176 | $5.06M | 0.01% | +2,243+20.5% | Added |
| Oppenheimer & Co Inc | 12,205 | $5.09M | 0.05% | +918+8.1% | Added |
| Nisa Investment Advisors, LLC | 12,382 | $5.16M | 0.02% | −399−3.1% | Reduced |
| Buckhead Capital Management LLC | 12,414 | $5.17M | 1.77% | −16−0.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 12,419 | $5.18M | 0.02% | +800+6.9% | Added |
| Cetera Investment Advisers | 12,722 | $5.30M | 0.00% | −100−0.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 12,801 | $5.32M | 0.02% | −611−4.6% | Reduced |
| Hamilton Point Investment Advisors, LLC | 12,772 | $5.32M | 0.75% | −179−1.4% | Reduced |
| Nykredit A/S | 12,811 | $5.34M | 0.02% | +12,811 | New |
| Baskin Financial Services Inc. | 12,839 | $5.35M | 0.42% | −628−4.7% | Reduced |
| Asset Management One Co.,Ltd. | 12,904 | $5.38M | 0.01% | −427−3.2% | Reduced |
| Mutual of America Capital Management LLC | 12,994 | $5.41M | 0.05% | −389−2.9% | Reduced |