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 |
|---|---|---|---|---|---|
| Kensington Investment Counsel, LLC | 13,115 | $5.47M | 2.37% | −257−1.9% | Reduced |
| Vanguard Global Advisers, LLC | 13,541 | $5.64M | 0.00% | −627−4.4% | Reduced |
| Old National Bancorp | 14,185 | $5.91M | 0.12% | +12,678+841.3% | Added |
| Avanza Fonder AB | 14,252 | $5.94M | 0.13% | +3,850+37.0% | Added |
| Marsico Capital Management LLC | 14,415 | $6.01M | 0.16% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 14,419 | $6.01M | 0.86% | +98+0.7% | Added |
| KLP Kapitalforvaltning AS | 14,600 | $6.08M | 0.02% | +2,000+15.9% | Added |
| Treasurer of the State of North Carolina | 14,879 | $6.20M | 0.02% | −20−0.1% | Reduced |
| Janney Montgomery Scott LLC | 15,515 | $6.47M | 0.01% | −3,686−19.2% | Reduced |
| Pictet Asset Management Holding SA | 15,587 | $6.50M | 0.01% | −130−0.8% | Reduced |
| Tower Bridge Advisors | 15,633 | $6.51M | 0.59% | −563−3.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 15,733 | $6.56M | 0.05% | +949+6.4% | Added |
| Royal London Asset Management Ltd | 15,740 | $6.56M | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 15,750 | $6.56M | 0.07% | −1,115−6.6% | Reduced |
| First Trust Advisors LP | 15,806 | $6.59M | 0.00% | −18,406−53.8% | Reduced |
| Amalgamated Bank | 15,922 | $6.63M | 0.05% | +217+1.4% | Added |
| Ipswich Investment Management Co., Inc. | 16,394 | $6.83M | 1.44% | +102+0.6% | Added |
| Vanguard Investments Australia, Ltd. | 16,594 | $6.92M | 0.02% | +573+3.6% | Added |
| BNP Paribas Arbitrage, SA | 16,675 | $6.95M | 0.00% | +671+4.2% | Added |
| Creative Planning | 16,786 | $7.00M | 0.00% | +1,792+12.0% | Added |
| New York State Common Retirement Fund | 16,848 | $7.02M | 0.01% | +100+0.6% | Added |
| MetLife Investment Management | 16,853 | $7.02M | 0.03% | −327−1.9% | Reduced |
| The PNC Financial Services Group, Inc. | 17,124 | $7.14M | 0.00% | −795−4.4% | Reduced |
| Danske Bank A/S | 17,362 | $7.24M | 0.01% | +965+5.9% | Added |
| Naples Global Advisors, LLC | 17,369 | $7.24M | 0.45% | −50.0% | Reduced |
| Vision Capital Management, Inc. | 17,406 | $7.25M | 0.83% | −84−0.5% | Reduced |
| Flputnam Investment Management Co | 17,699 | $7.38M | 0.09% | +16,891+2,090.5% | Added |
| State of Wisconsin Investment Board | 17,775 | $7.41M | 0.01% | −433−2.4% | Reduced |
| Southernsun Asset Management, LLC | 17,853 | $7.44M | 1.00% | −793−4.3% | Reduced |
| Canal Capital Management, LLC | 18,245 | $7.60M | 0.93% | +275+1.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 18,496 | $7.71M | 0.01% | +14,558+369.7% | Added |
| Vanguard Asset Management, Ltd | 18,638 | $7.77M | 0.01% | +1,297+7.5% | Added |
| Stratos Wealth Partners, LTD. | 19,619 | $8.18M | 0.08% | −3,175−13.9% | Reduced |
| Advisors Capital Management, LLC | 19,883 | $8.29M | 0.09% | −363−1.8% | Reduced |
| Premier Fund Managers Ltd | 20,205 | $8.29M | 0.75% | −30,189−59.9% | Reduced |
| Manufacturers Life Insurance Company, The | 19,951 | $8.31M | 0.01% | −2,213−10.0% | Reduced |
| Korea Investment CORP | 20,002 | $8.34M | 0.02% | −8,743−30.4% | Reduced |
| Erste Asset Management GmbH | 21,300 | $8.75M | 0.07% | +21,300 | New |
| SG Capital Management LLC | 21,293 | $8.87M | 0.80% | −139,898−86.8% | Reduced |
| Anchor Investment Management, LLC | 21,509 | $8.96M | 0.67% | +50.0% | Added |
| BLI - Banque de Luxembourg Investments | 22,150 | $9.11M | 0.32% | −6,350−22.3% | Reduced |
| Standard Life Aberdeen plc | 22,081 | $9.20M | 0.01% | −2,726−11.0% | Reduced |
| Ironvine Capital Partners, LLC | 22,295 | $9.29M | 0.87% | +3,348+17.7% | Added |
| DF Dent & Co Inc | 22,864 | $9.53M | 0.18% | +28+0.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 23,467 | $9.78M | 0.09% | −5,949−20.2% | Reduced |
| Commerce Bank | 23,693 | $9.87M | 0.04% | +1,184+5.3% | Added |
| CIBC World Markets Inc. | 23,700 | $9.88M | 0.02% | −594−2.4% | Reduced |
| Ascent Group, LLC | 24,089 | $10.0M | 0.30% | +1,715+7.7% | Added |
| Taylor Securities Services, Inc. | 24,344 | $10.1M | 4.13% | +519+2.2% | Added |
| Intrinsic Edge Capital Management LLC | 25,000 | $10.4M | 1.28% | −15,000−37.5% | Reduced |
| Running Oak Capital LLC | 25,317 | $10.6M | 1.80% | −9,444−27.2% | Reduced |
| Bank of Nova Scotia | 25,331 | $10.6M | 0.02% | +21,757+608.8% | Added |
| ING Groep NV | 25,400 | $10.6M | 0.05% | +25,400 | New |
| Franklin Resources Inc | 25,480 | $10.6M | 0.00% | −3,456−11.9% | Reduced |
| SEI Investments Co | 25,661 | $10.7M | 0.01% | −3,120−10.8% | Reduced |
| Great West Life Assurance Co | 25,749 | $10.7M | 0.02% | −23,793−48.0% | Reduced |
| Truist Financial Corp | 25,843 | $10.8M | 0.01% | −984−3.7% | Reduced |
| TD Asset Management Inc | 26,551 | $11.1M | 0.01% | +8,186+44.6% | Added |
| Marshall Wace, LLP | 26,755 | $11.1M | 0.01% | +12,425+86.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 27,161 | $11.3M | 0.08% | −2,700−9.0% | Reduced |
| Quantinno Capital Management LP | 27,670 | $11.5M | 0.01% | +4,364+18.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 27,953 | $11.6M | 0.03% | −16,106−36.6% | Reduced |
| Squarepoint Ops LLC | 28,187 | $11.7M | 0.02% | +28,187 | New |
| Aviva PLC | 28,839 | $12.0M | 0.02% | +326+1.1% | Added |
| Crown Oak Advisors, LLC | 29,315 | $12.2M | 5.69% | +2,218+8.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 29,331 | $12.2M | 0.02% | +4,611+18.7% | Added |
| Prospera Financial Services Inc | 29,849 | $12.4M | 0.18% | +286+1.0% | Added |
| Wendell David Associates Inc | 30,149 | $12.6M | 1.33% | −560−1.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 30,491 | $12.7M | 0.25% | +779+2.6% | Added |
| Citadel Advisors LLC | 30,681 | $12.8M | 0.01% | +13,904+82.9% | Added |
| New York State Teachers Retirement System | 32,362 | $13.5M | 0.02% | −1,515−4.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 32,568 | $13.6M | 0.09% | +600+1.9% | Added |
| LPL Financial LLC | 32,777 | $13.7M | 0.00% | +489+1.5% | Added |
| Patrick Mauro Investment Advisor, INC. | 33,278 | $13.9M | 6.97% | −1,892−5.4% | Reduced |
| Washington Trust Co | 33,608 | $14.0M | 0.44% | −2,711−7.5% | Reduced |
| DekaBank Deutsche Girozentrale | 38,869 | $14.1M | 0.02% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 33,809 | $14.1M | 0.54% | −1,557−4.4% | Reduced |
| Redmond Asset Management, LLC | 34,338 | $14.3M | 3.57% | +3,759+12.3% | Added |
| Covington Investment Advisors Inc. | 34,423 | $14.3M | 1.85% | +325+1.0% | Added |
| LaFleur & Godfrey LLC | 36,553 | $15.2M | 1.81% | −477−1.3% | Reduced |
| Bath Savings Trust Co | 37,227 | $15.5M | 1.61% | −391−1.0% | Reduced |
| Nordea Investment Management AB | 37,680 | $15.6M | 0.01% | −16,595−30.6% | Reduced |
| Storebrand Asset Management AS | 37,605 | $15.7M | 0.04% | +9,426+33.5% | Added |
| Price T Rowe Associates Inc | 38,158 | $15.9M | 0.00% | +1,246+3.4% | Added |
| Barclays PLC | 39,243 | $16.4M | 0.01% | +4,973+14.5% | Added |
| State Board of Administration of Florida Retirement System | 39,691 | $16.5M | 0.03% | +5,687+16.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 40,371 | $16.8M | 0.01% | +3,693+10.1% | Added |
| Fifth Third Bancorp | 40,467 | $16.9M | 0.03% | −7,100−14.9% | Reduced |
| Alliancebernstein L.P. | 47,739 | $17.4M | 0.01% | −265−0.6% | Reduced |
| Grace & White Inc | 42,200 | $17.6M | 2.78% | 00.0% | Unchanged |
| Victory Capital Management Inc | 44,475 | $18.5M | 0.01% | −2,081−4.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 45,087 | $18.8M | 0.21% | −913−2.0% | Reduced |
| California State Teachers Retirement System | 46,560 | $19.4M | 0.02% | −8,444−15.4% | Reduced |
| Bridgewater Associates, LP | 47,897 | $20.0M | 0.08% | +47,897 | New |
| Retirement Systems of Alabama | 48,351 | $20.1M | 0.06% | −6,611−12.0% | Reduced |
| Nomura Asset Management International Inc. | 49,013 | $20.4M | 0.03% | −8,479−14.7% | Reduced |
| California Public Employees Retirement System | 49,260 | $20.5M | 0.01% | +2,992+6.5% | Added |
| Heartland Advisors Inc | 49,860 | $20.8M | 0.93% | −1,733−3.4% | Reduced |
| Amundi | 50,125 | $20.9M | 0.01% | +2,558+5.4% | Added |
| Vident Advisory, LLC | 50,316 | $21.0M | 0.16% | +48,516+2,695.3% | Added |