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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 40,371 | $16.8M | 0.01% | +3,693+10.1% | Added |
| State Board of Administration of Florida Retirement System | 39,691 | $16.5M | 0.03% | +5,687+16.7% | Added |
| Barclays PLC | 39,243 | $16.4M | 0.01% | +4,973+14.5% | Added |
| Price T Rowe Associates Inc | 38,158 | $15.9M | 0.00% | +1,246+3.4% | Added |
| Storebrand Asset Management AS | 37,605 | $15.7M | 0.04% | +9,426+33.5% | Added |
| Nordea Investment Management AB | 37,680 | $15.6M | 0.01% | −16,595−30.6% | Reduced |
| Bath Savings Trust Co | 37,227 | $15.5M | 1.61% | −391−1.0% | Reduced |
| LaFleur & Godfrey LLC | 36,553 | $15.2M | 1.81% | −477−1.3% | Reduced |
| Covington Investment Advisors Inc. | 34,423 | $14.3M | 1.85% | +325+1.0% | Added |
| Redmond Asset Management, LLC | 34,338 | $14.3M | 3.57% | +3,759+12.3% | Added |
| Motley Fool Asset Management LLC | 33,809 | $14.1M | 0.54% | −1,557−4.4% | Reduced |
| DekaBank Deutsche Girozentrale | 38,869 | $14.1M | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 33,608 | $14.0M | 0.44% | −2,711−7.5% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 33,278 | $13.9M | 6.97% | −1,892−5.4% | Reduced |
| LPL Financial LLC | 32,777 | $13.7M | 0.00% | +489+1.5% | Added |
| Teachers Retirement System of the State of Kentucky | 32,568 | $13.6M | 0.09% | +600+1.9% | Added |
| New York State Teachers Retirement System | 32,362 | $13.5M | 0.02% | −1,515−4.5% | Reduced |
| Citadel Advisors LLC | 30,681 | $12.8M | 0.01% | +13,904+82.9% | Added |
| Carnegie Capital Asset Management, LLC | 30,491 | $12.7M | 0.25% | +779+2.6% | Added |
| Wendell David Associates Inc | 30,149 | $12.6M | 1.33% | −560−1.8% | Reduced |
| Prospera Financial Services Inc | 29,849 | $12.4M | 0.18% | +286+1.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 29,331 | $12.2M | 0.02% | +4,611+18.7% | Added |
| Crown Oak Advisors, LLC | 29,315 | $12.2M | 5.69% | +2,218+8.2% | Added |
| Aviva PLC | 28,839 | $12.0M | 0.02% | +326+1.1% | Added |
| Squarepoint Ops LLC | 28,187 | $11.7M | 0.02% | +28,187 | New |
| Mitsubishi UFJ Trust & Banking Corp | 27,953 | $11.6M | 0.03% | −16,106−36.6% | Reduced |
| Quantinno Capital Management LP | 27,670 | $11.5M | 0.01% | +4,364+18.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 27,161 | $11.3M | 0.08% | −2,700−9.0% | Reduced |
| Marshall Wace, LLP | 26,755 | $11.1M | 0.01% | +12,425+86.7% | Added |
| TD Asset Management Inc | 26,551 | $11.1M | 0.01% | +8,186+44.6% | Added |
| Truist Financial Corp | 25,843 | $10.8M | 0.01% | −984−3.7% | Reduced |
| Great West Life Assurance Co | 25,749 | $10.7M | 0.02% | −23,793−48.0% | Reduced |
| SEI Investments Co | 25,661 | $10.7M | 0.01% | −3,120−10.8% | Reduced |
| Franklin Resources Inc | 25,480 | $10.6M | 0.00% | −3,456−11.9% | Reduced |
| ING Groep NV | 25,400 | $10.6M | 0.05% | +25,400 | New |
| Bank of Nova Scotia | 25,331 | $10.6M | 0.02% | +21,757+608.8% | Added |
| Running Oak Capital LLC | 25,317 | $10.6M | 1.80% | −9,444−27.2% | Reduced |
| Intrinsic Edge Capital Management LLC | 25,000 | $10.4M | 1.28% | −15,000−37.5% | Reduced |
| Taylor Securities Services, Inc. | 24,344 | $10.1M | 4.13% | +519+2.2% | Added |
| Ascent Group, LLC | 24,089 | $10.0M | 0.30% | +1,715+7.7% | Added |
| CIBC World Markets Inc. | 23,700 | $9.88M | 0.02% | −594−2.4% | Reduced |
| Commerce Bank | 23,693 | $9.87M | 0.04% | +1,184+5.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 23,467 | $9.78M | 0.09% | −5,949−20.2% | Reduced |
| DF Dent & Co Inc | 22,864 | $9.53M | 0.18% | +28+0.1% | Added |
| Ironvine Capital Partners, LLC | 22,295 | $9.29M | 0.87% | +3,348+17.7% | Added |
| Standard Life Aberdeen plc | 22,081 | $9.20M | 0.01% | −2,726−11.0% | Reduced |
| BLI - Banque de Luxembourg Investments | 22,150 | $9.11M | 0.32% | −6,350−22.3% | Reduced |
| Anchor Investment Management, LLC | 21,509 | $8.96M | 0.67% | +50.0% | Added |
| SG Capital Management LLC | 21,293 | $8.87M | 0.80% | −139,898−86.8% | Reduced |
| Erste Asset Management GmbH | 21,300 | $8.75M | 0.07% | +21,300 | New |
| Korea Investment CORP | 20,002 | $8.34M | 0.02% | −8,743−30.4% | Reduced |
| Manufacturers Life Insurance Company, The | 19,951 | $8.31M | 0.01% | −2,213−10.0% | Reduced |
| Premier Fund Managers Ltd | 20,205 | $8.29M | 0.75% | −30,189−59.9% | Reduced |
| Advisors Capital Management, LLC | 19,883 | $8.29M | 0.09% | −363−1.8% | Reduced |
| Stratos Wealth Partners, LTD. | 19,619 | $8.18M | 0.08% | −3,175−13.9% | Reduced |
| Vanguard Asset Management, Ltd | 18,638 | $7.77M | 0.01% | +1,297+7.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 18,496 | $7.71M | 0.01% | +14,558+369.7% | Added |
| Canal Capital Management, LLC | 18,245 | $7.60M | 0.93% | +275+1.5% | Added |
| Southernsun Asset Management, LLC | 17,853 | $7.44M | 1.00% | −793−4.3% | Reduced |
| State of Wisconsin Investment Board | 17,775 | $7.41M | 0.01% | −433−2.4% | Reduced |
| Flputnam Investment Management Co | 17,699 | $7.38M | 0.09% | +16,891+2,090.5% | Added |
| Vision Capital Management, Inc. | 17,406 | $7.25M | 0.83% | −84−0.5% | Reduced |
| Naples Global Advisors, LLC | 17,369 | $7.24M | 0.45% | −50.0% | Reduced |
| Danske Bank A/S | 17,362 | $7.24M | 0.01% | +965+5.9% | Added |
| The PNC Financial Services Group, Inc. | 17,124 | $7.14M | 0.00% | −795−4.4% | Reduced |
| MetLife Investment Management | 16,853 | $7.02M | 0.03% | −327−1.9% | Reduced |
| New York State Common Retirement Fund | 16,848 | $7.02M | 0.01% | +100+0.6% | Added |
| Creative Planning | 16,786 | $7.00M | 0.00% | +1,792+12.0% | Added |
| BNP Paribas Arbitrage, SA | 16,675 | $6.95M | 0.00% | +671+4.2% | Added |
| Vanguard Investments Australia, Ltd. | 16,594 | $6.92M | 0.02% | +573+3.6% | Added |
| Ipswich Investment Management Co., Inc. | 16,394 | $6.83M | 1.44% | +102+0.6% | Added |
| Amalgamated Bank | 15,922 | $6.63M | 0.05% | +217+1.4% | Added |
| First Trust Advisors LP | 15,806 | $6.59M | 0.00% | −18,406−53.8% | Reduced |
| Oppenheimer Asset Management Inc. | 15,750 | $6.56M | 0.07% | −1,115−6.6% | Reduced |
| Royal London Asset Management Ltd | 15,740 | $6.56M | 0.01% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 15,733 | $6.56M | 0.05% | +949+6.4% | Added |
| Tower Bridge Advisors | 15,633 | $6.51M | 0.59% | −563−3.5% | Reduced |
| Pictet Asset Management Holding SA | 15,587 | $6.50M | 0.01% | −130−0.8% | Reduced |
| Janney Montgomery Scott LLC | 15,515 | $6.47M | 0.01% | −3,686−19.2% | Reduced |
| Treasurer of the State of North Carolina | 14,879 | $6.20M | 0.02% | −20−0.1% | Reduced |
| KLP Kapitalforvaltning AS | 14,600 | $6.08M | 0.02% | +2,000+15.9% | Added |
| Princeton Global Asset Management LLC | 14,419 | $6.01M | 0.86% | +98+0.7% | Added |
| Marsico Capital Management LLC | 14,415 | $6.01M | 0.16% | 00.0% | Unchanged |
| Avanza Fonder AB | 14,252 | $5.94M | 0.13% | +3,850+37.0% | Added |
| Old National Bancorp | 14,185 | $5.91M | 0.12% | +12,678+841.3% | Added |
| Vanguard Global Advisers, LLC | 13,541 | $5.64M | 0.00% | −627−4.4% | Reduced |
| Kensington Investment Counsel, LLC | 13,115 | $5.47M | 2.37% | −257−1.9% | Reduced |
| Mutual of America Capital Management LLC | 12,994 | $5.41M | 0.05% | −389−2.9% | Reduced |
| Asset Management One Co.,Ltd. | 12,904 | $5.38M | 0.01% | −427−3.2% | Reduced |
| Baskin Financial Services Inc. | 12,839 | $5.35M | 0.42% | −628−4.7% | Reduced |
| Nykredit A/S | 12,811 | $5.34M | 0.02% | +12,811 | New |
| Hamilton Point Investment Advisors, LLC | 12,772 | $5.32M | 0.75% | −179−1.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 12,801 | $5.32M | 0.02% | −611−4.6% | Reduced |
| Cetera Investment Advisers | 12,722 | $5.30M | 0.00% | −100−0.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 12,419 | $5.18M | 0.02% | +800+6.9% | Added |
| Buckhead Capital Management LLC | 12,414 | $5.17M | 1.77% | −16−0.1% | Reduced |
| Nisa Investment Advisors, LLC | 12,382 | $5.16M | 0.02% | −399−3.1% | Reduced |
| Oppenheimer & Co Inc | 12,205 | $5.09M | 0.05% | +918+8.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,176 | $5.06M | 0.01% | +2,243+20.5% | Added |
| American Century Companies Inc | 12,100 | $5.04M | 0.00% | +653+5.7% | Added |