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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 50,409 | $21.0M | 0.03% | +5,987+13.5% | Added |
| DDD Partners, LLC | 50,426 | $21.0M | 1.31% | −70−0.1% | Reduced |
| Pembroke Management, LTD | 50,664 | $21.1M | 2.73% | −1,214−2.3% | Reduced |
| Handelsbanken Fonder AB | 52,480 | $21.9M | 0.06% | −258−0.5% | Reduced |
| Geneva Capital Management LLC | 57,428 | $23.9M | 0.55% | −2,631−4.4% | Reduced |
| Jones Financial Companies LLLP | 58,745 | $24.1M | 0.01% | +80+0.1% | Added |
| Russell Investments Group, Ltd. | 59,266 | $24.7M | 0.02% | +2,683+4.7% | Added |
| Gotham Asset Management, LLC | 63,068 | $26.3M | 0.06% | −500−0.8% | Reduced |
| Capital International Inc | 63,506 | $26.5M | 0.19% | −45−0.1% | Reduced |
| Natixis Advisors, L.P. | 64,009 | $26.7M | 0.03% | +784+1.2% | Added |
| Nuveen, LLC | 64,442 | $26.9M | 0.01% | −10,858−14.4% | Reduced |
| AE Wealth Management LLC | 65,866 | $27.4M | 0.13% | +64,879+6,573.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 65,931 | $27.5M | 0.02% | −4,002−5.7% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 65,975 | $27.5M | 0.93% | +65,975 | New |
| RMB Capital Management, LLC | 69,438 | $28.9M | 0.45% | +3,783+5.8% | Added |
| Capital Advisors Inc | 70,906 | $29.5M | 0.43% | −182−0.3% | Reduced |
| AQR Capital Management LLC | 71,378 | $29.6M | 0.01% | +50,218+237.3% | Added |
| Alps Advisors Inc | 71,021 | $29.6M | 0.14% | −446−0.6% | Reduced |
| Wilkinson Global Asset Management LLC | 75,839 | $31.6M | 2.51% | −2,245−2.9% | Reduced |
| Dudley & Shanley, Inc. | 78,012 | $32.5M | 4.91% | +22,320+40.1% | Added |
| Fenimore Asset Management Inc | 80,217 | $33.4M | 0.69% | −754−0.9% | Reduced |
| Howland Capital Management LLC | 80,495 | $33.5M | 1.21% | −2,669−3.2% | Reduced |
| Conestoga Capital Advisors, LLC | 80,975 | $33.7M | 0.73% | −40,929−33.6% | Reduced |
| Dearborn Partners LLC | 83,346 | $34.7M | 1.97% | −6,244−7.0% | Reduced |
| Swedbank AB | 87,004 | $36.3M | 0.03% | +28,790+49.5% | Added |
| Invesco Ltd. | 90,437 | $37.7M | 0.00% | +14,996+19.9% | Added |
| Anchor Capital Advisors LLC | 91,748 | $38.2M | 1.07% | +370+0.4% | Added |
| Deutsche Bank AG | 92,175 | $38.4M | 0.01% | +28,298+44.3% | Added |
| Legal & General Group Plc | 94,084 | $39.2M | 0.01% | −9,670−9.3% | Reduced |
| Two Sigma Investments, LP | 95,682 | $39.9M | 0.03% | −204,414−68.1% | Reduced |
| Swiss National Bank | 98,564 | $41.1M | 0.02% | −3,920−3.8% | Reduced |
| Stifel Financial Corp | 103,164 | $43.0M | 0.04% | −7,596−6.9% | Reduced |
| Kames Capital plc | 103,965 | $43.3M | 0.46% | −21,142−16.9% | Reduced |
| King Luther Capital Management Corp | 104,992 | $43.8M | 0.18% | −1,091−1.0% | Reduced |
| Rhumbline Advisers | 108,856 | $45.4M | 0.03% | +1,746+1.6% | Added |
| Baird Financial Group, Inc. | 112,909 | $47.1M | 0.06% | −9,297−7.6% | Reduced |
| Riverbridge Partners LLC | 120,334 | $50.1M | 1.40% | −11,404−8.7% | Reduced |
| CIBC Bancorp USA Inc. | 121,392 | $50.6M | 0.06% | −6,512−5.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 123,775 | $51.6M | 0.19% | −23,605−16.0% | Reduced |
| Benjamin Edwards Inc | 128,444 | $53.5M | 0.49% | −13,457−9.5% | Reduced |
| Neuberger Berman Group LLC | 130,302 | $54.3M | 0.04% | −180−0.1% | Reduced |
| Epoch Investment Partners, Inc. | 131,903 | $55.0M | 0.31% | −1,566−1.2% | Reduced |
| Wellington Management Group LLP | 132,056 | $55.0M | 0.01% | −8,114−5.8% | Reduced |
| UBS Asset Management Americas Inc | 135,045 | $56.3M | 0.01% | −14,647−9.8% | Reduced |
| Citigroup Inc | 139,518 | $58.1M | 0.03% | +54,066+63.3% | Added |
| CI Private Wealth, LLC | 144,919 | $60.4M | 0.08% | +1,703+1.2% | Added |
| Royal Bank of Canada | 148,207 | $61.8M | 0.01% | +4,034+2.8% | Added |
| Renaissance Technologies LLC | 151,160 | $63.0M | 0.09% | −65,240−30.1% | Reduced |
| Brown Advisory Inc | 151,676 | $63.2M | 0.10% | +48,776+47.4% | Added |
| Ameriprise Financial Inc | 160,683 | $67.0M | 0.01% | +92,111+134.3% | Added |
| Donaldson Capital Management, LLC | 166,210 | $69.3M | 1.98% | +3,571+2.2% | Added |
| Findlay Park Partners LLP | 188,840 | $78.7M | 1.06% | +188,840 | New |
| Brown Brothers Harriman & Co | 203,204 | $84.7M | 0.37% | −22,792−10.1% | Reduced |
| JPMorgan Chase & Co | 207,064 | $85.0M | 0.00% | +5,765+2.9% | Added |
| Welch & Forbes LLC | 209,280 | $87.2M | 1.06% | −525−0.3% | Reduced |
| Vanguard Fiduciary Trust Co | 221,702 | $92.4M | 0.02% | +4,951+2.3% | Added |
| Caledonia Investments PLC | 232,927 | $97.1M | 10.99% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 235,013 | $97.9M | 0.02% | −16,765−6.7% | Reduced |
| Dimensional Fund Advisors LP | 235,277 | $98.0M | 0.02% | +8,360+3.7% | Added |
| Principal Financial Group Inc | 246,130 | $102.6M | 0.05% | +71,579+41.0% | Added |
| Envestnet Asset Management Inc | 260,848 | $108.7M | 0.03% | −31,508−10.8% | Reduced |
| Bahl & Gaynor Inc | 267,656 | $111.5M | 0.51% | +5,732+2.2% | Added |
| Bank of America Corp | 286,256 | $119.3M | 0.01% | +46,650+19.5% | Added |
| Captrust Financial Advisors | 299,013 | $124.6M | 0.19% | −31,870−9.6% | Reduced |
| Hamlin Capital Management, LLC | 304,324 | $126.8M | 2.85% | −33,011−9.8% | Reduced |
| Northern Trust Corp | 333,627 | $139.0M | 0.02% | +8,321+2.6% | Added |
| Goldman Sachs Group Inc | 333,871 | $139.1M | 0.01% | −226,801−40.5% | Reduced |
| Capital World Investors | 339,018 | $141.3M | 0.02% | 00.0% | Unchanged |
| Norges Bank | 340,450 | $141.9M | 0.01% | +340,450 | New |
| UBS Group AG | 360,182 | $150.1M | 0.02% | −2,945−0.8% | Reduced |
| Raymond James Financial Inc | 386,397 | $161.0M | 0.04% | −40,508−9.5% | Reduced |
| Wells Fargo & Company | 398,839 | $166.2M | 0.03% | −22,349−5.3% | Reduced |
| Davenport & Co LLC | 530,366 | $220.1M | 1.12% | −14,912−2.7% | Reduced |
| Blair William & Co | 564,024 | $235.0M | 0.61% | −18,676−3.2% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 597,750 | $249.1M | 1.90% | +15,581+2.7% | Added |
| Geode Capital Management, LLC | 659,265 | $274.2M | 0.01% | +5,235+0.8% | Added |
| Morgan Stanley | 902,406 | $376.1M | 0.02% | +11,414+1.3% | Added |
| Baillie Gifford & Co | 1,129,536 | $470.7M | 0.43% | −7,722−0.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,134,361 | $472.7M | 1.47% | −194,844−14.7% | Reduced |
| State Street Corp | 1,323,011 | $551.3M | 0.02% | +49,070+3.9% | Added |
| Charles Schwab Investment Management Inc | 1,459,768 | $607.9M | 0.08% | +119,367+8.9% | Added |
| Vanguard Capital Management LLC | 1,579,210 | $658.1M | 0.01% | +11,711+0.7% | Added |
| FMR LLC | 1,705,273 | $710.6M | 0.03% | −185,049−9.8% | Reduced |
| Vanguard Portfolio Management LLC | 1,770,531 | $737.8M | 0.03% | +19,477+1.1% | Added |
| Capital Research Global Investors | 1,902,230 | $792.7M | 0.11% | +3,627+0.2% | Added |
| Capital International Investors | 3,485,525 | $1.45B | 0.30% | +8,294+0.2% | Added |
| BlackRock, Inc. | 4,192,919 | $1.75B | 0.03% | +102,864+2.5% | Added |
| Junto Capital Management LP | 0 | $0 | 0.00% | −145,151−100.0% | Sold out |
| Schwartz Investment Counsel Inc | 0 | $0 | 0.00% | −25,185−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −23,461−100.0% | Sold out |
| Motley Fool Wealth Management, LLC | 0 | $0 | 0.00% | −12,992−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −9,685−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −9,156−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −8,750−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −8,497−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −6,418−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −5,848−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −4,630−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −3,947−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −3,363−100.0% | Sold out |