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 |
|---|---|---|---|---|---|
| Tudor Investment Corp Et Al | 12,083 | $5.04M | 0.02% | +12,083 | New |
| River Road Asset Management, LLC | 12,034 | $5.01M | 0.06% | −3,871−24.3% | Reduced |
| Van Eck Associates Corp | 11,875 | $4.95M | 0.00% | +5,147+76.5% | Added |
| HSBC Holdings PLC | 11,793 | $4.92M | 0.00% | +1,613+15.8% | Added |
| Nomura Asset Management Co Ltd | 11,756 | $4.90M | 0.01% | −96−0.8% | Reduced |
| Commonwealth Equity Services, LLC | 11,663 | $4.86M | 0.01% | +185+1.6% | Added |
| State of Tennessee, Treasury Department | 11,527 | $4.80M | 0.01% | −207−1.8% | Reduced |
| Carderock Capital Management Inc | 11,519 | $4.80M | 1.05% | +7,869+215.6% | Added |
| State of New Jersey Common Pension Fund D | 11,516 | $4.80M | 0.02% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 11,470 | $4.78M | 0.06% | +11,470 | New |
| Alerus Financial NA | 11,460 | $4.78M | 0.21% | −479−4.0% | Reduced |
| US Bancorp | 11,375 | $4.74M | 0.01% | −257−2.2% | Reduced |
| Bank of Montreal | 11,106 | $4.63M | 0.00% | −21−0.2% | Reduced |
| Public Employees Retirement System of Ohio | 10,699 | $4.46M | 0.01% | −274−2.5% | Reduced |
| Fiduciary Trust Co | 10,600 | $4.42M | 0.05% | −10.0% | Reduced |
| Centaurus Financial, Inc. | 10,587 | $4.41M | 0.17% | +214+2.1% | Added |
| Louisiana State Employees Retirement System | 10,200 | $4.25M | 0.06% | +100+1.0% | Added |
| Resona Asset Management Co.,Ltd. | 10,204 | $4.24M | 0.02% | −1,361−11.8% | Reduced |
| Yousif Capital Management, LLC | 10,127 | $4.22M | 0.05% | −609−5.7% | Reduced |
| D.A. Davidson & Co. | 10,071 | $4.20M | 0.02% | +252+2.6% | Added |
| HighTower Advisors, LLC | 10,067 | $4.20M | 0.00% | −506−4.8% | Reduced |
| Arizona State Retirement System | 10,019 | $4.18M | 0.02% | +529+5.6% | Added |
| Mn Services Vermogensbeheer B.V. | 9,975 | $4.16M | 0.03% | −3,200−24.3% | Reduced |
| TD Private Client Wealth LLC | 9,818 | $4.09M | 0.08% | −957−8.9% | Reduced |
| Westfield Capital Management Co LP | 9,807 | $4.09M | 0.01% | −15−0.2% | Reduced |
| Marks Group Wealth Management, Inc | 9,803 | $4.09M | 0.36% | −6,401−39.5% | Reduced |
| Pathstone Holdings, LLC | 9,712 | $4.05M | 0.01% | +179+1.9% | Added |
| DnB Asset Management AS | 9,666 | $4.03M | 0.01% | −839−8.0% | Reduced |
| Monte Financial Group, LLC | 12,461 | $3.85M | 1.23% | +749+6.4% | Added |
| Vestmark Advisory Solutions, Inc. | 9,072 | $3.78M | 0.04% | −2,759−23.3% | Reduced |
| Cerity Partners LLC | 9,020 | $3.76M | 0.00% | +2,162+31.5% | Added |
| IFM Investors Pty Ltd | 8,857 | $3.69M | 0.02% | +1,396+18.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,727 | $3.64M | 0.01% | −4,425−33.6% | Reduced |
| Level Four Advisory Services, LLC | 8,629 | $3.60M | 0.10% | +248+3.0% | Added |
| Guggenheim Capital LLC | 8,622 | $3.59M | 0.02% | −866−9.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,537 | $3.56M | 0.01% | −3,363−28.3% | Reduced |
| Millennium Management LLC | 8,512 | $3.55M | 0.00% | −38,257−81.8% | Reduced |
| Credit Agricole S A | 8,436 | $3.52M | 0.01% | +342+4.2% | Added |
| Cambiar Investors LLC | 8,319 | $3.47M | 0.15% | −828−9.1% | Reduced |
| State of Michigan Retirement System | 8,183 | $3.41M | 0.02% | −200−2.4% | Reduced |
| NewEdge Wealth, LLC | 8,143 | $3.39M | 0.03% | −1,263−13.4% | Reduced |
| Apollon Wealth Management, LLC | 8,115 | $3.38M | 0.04% | +7,396+1,028.7% | Added |
| Rockefeller Capital Management L.P. | 8,040 | $3.35M | 0.01% | +1,382+20.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,874 | $3.28M | 0.04% | +49+0.6% | Added |
| Prosperity Consulting Group, LLC | 7,818 | $3.26M | 0.12% | −287−3.5% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 7,815 | $3.26M | 0.01% | +7,815 | New |
| Prospect Capital Advisors, LLC | 7,810 | $3.25M | 1.48% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 7,773 | $3.24M | 0.01% | −96−1.2% | Reduced |
| Advisors Asset Management, Inc. | 7,477 | $3.12M | 0.05% | −506−6.3% | Reduced |
| Swiss Life Asset Management Ltd | 7,379 | $3.08M | 0.01% | −553−7.0% | Reduced |
| Brinker Capital Investments, LLC | 7,317 | $3.05M | 0.02% | −456−5.9% | Reduced |
| Applied Capital LLC | 7,295 | $3.04M | 2.03% | 00.0% | Unchanged |
| CWM Advisors, LLC | 7,228 | $3.01M | 0.12% | +501+7.4% | Added |
| Oregon Public Employees Retirement Fund | 7,195 | $3.00M | 0.03% | +87+1.2% | Added |
| Sanctuary Advisors, LLC | 7,184 | $2.99M | 0.01% | −465−6.1% | Reduced |
| Middleton & Co Inc | 7,127 | $2.97M | 0.32% | −213−2.9% | Reduced |
| New Mexico Educational Retirement Board | 7,118 | $2.97M | 0.07% | 00.0% | Unchanged |
| SEB Asset Management AB | 7,074 | $2.95M | 0.01% | +81+1.2% | Added |
| Hosking Partners LLP | 6,979 | $2.91M | 0.10% | −113−1.6% | Reduced |
| Atria Investments LLC | 6,738 | $2.81M | 0.03% | −1,402−17.2% | Reduced |
| Numerai GP LLC | 6,732 | $2.81M | 0.23% | −464−6.4% | Reduced |
| Mercer Global Advisors Inc | 6,624 | $2.76M | 0.00% | +3,148+90.6% | Added |
| 2Xideas AG | 6,519 | $2.72M | 1.17% | +3,316+103.5% | Added |
| Advisor Group Holdings, Inc. | 6,434 | $2.68M | 0.00% | +433+7.2% | Added |
| Xponance, Inc. | 6,437 | $2.68M | 0.02% | +26+0.4% | Added |
| Ameritas Investment Partners, Inc. | 6,434 | $2.68M | 0.07% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 6,383 | $2.66M | 0.59% | −53−0.8% | Reduced |
| Callan Family Office, LLC | 6,284 | $2.62M | 0.05% | −151−2.3% | Reduced |
| Voya Investment Management LLC | 6,210 | $2.59M | 0.00% | +103+1.7% | Added |
| United Capital Financial Advisers, LLC | 6,041 | $2.52M | 0.01% | −5,421−47.3% | Reduced |
| KBC Group NV | 6,011 | $2.50M | 0.01% | +1,680+38.8% | Added |
| RFG Advisory, LLC | 6,006 | $2.50M | 0.04% | +228+3.9% | Added |
| Coldstream Capital Management Inc | 5,980 | $2.49M | 0.03% | −147−2.4% | Reduced |
| Graham Capital Management, L.P. | 5,974 | $2.49M | 0.07% | +4,427+286.2% | Added |
| Birch Capital Management, LLC | 5,939 | $2.47M | 1.21% | +836+16.4% | Added |
| Appleton Partners Inc | 5,844 | $2.44M | 0.15% | −133−2.2% | Reduced |
| Regions Financial Corp | 5,761 | $2.40M | 0.01% | −81−1.4% | Reduced |
| Employees Retirement System of Texas | 5,718 | $2.38M | 0.02% | −101,483−94.7% | Reduced |
| Colony Group, LLC | 5,683 | $2.37M | 0.00% | +254+4.7% | Added |
| Bridges Investment Management Inc | 5,580 | $2.33M | 0.03% | +20+0.4% | Added |
| Landscape Capital Management, L.L.C. | 5,463 | $2.28M | 0.15% | −4,847−47.0% | Reduced |
| Mather Group, LLC. | 5,340 | $2.23M | 0.02% | +5,109+2,211.7% | Added |
| Utah Retirement Systems | 5,321 | $2.22M | 0.02% | −388−6.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,314 | $2.21M | 0.01% | +44+0.8% | Added |
| Voleon Capital Management LP | 5,295 | $2.21M | 0.04% | −5,995−53.1% | Reduced |
| Summit Trail Advisors, LLC | 5,158 | $2.15M | 0.03% | +315+6.5% | Added |
| British Columbia Investment Management Corp | 5,150 | $2.15M | 0.01% | +335+7.0% | Added |
| Ilmarinen Mutual Pension Insurance Co | 5,096 | $2.12M | 0.01% | 00.0% | Unchanged |
| Barbara Oil Co. | 5,000 | $2.05M | 0.69% | 00.0% | Unchanged |
| Toronto Dominion Bank | 4,914 | $2.05M | 0.00% | +285+6.2% | Added |
| Allstate Corp | 4,867 | $2.03M | 0.02% | −5−0.1% | Reduced |
| Nissay Asset Management Corp | 4,804 | $2.00M | 0.01% | +123+2.6% | Added |
| Hunter Associates Investment Management LLC | 4,756 | $1.99M | 0.23% | +486+11.4% | Added |
| Univest Financial Corp | 4,601 | $1.92M | 0.09% | +62+1.4% | Added |
| Northern Oak Wealth Management Inc | 4,563 | $1.90M | 0.22% | +4,563 | New |
| Investment Management Corp of Ontario | 4,551 | $1.90M | 0.02% | +2,037+81.0% | Added |
| JustInvest LLC | 4,524 | $1.89M | 0.02% | +14+0.3% | Added |
| Schonfeld Strategic Advisors LLC | 4,381 | $1.83M | 0.01% | +4,381 | New |
| Intrepid Capital Management Inc | 4,254 | $1.77M | 0.63% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 4,164 | $1.74M | 0.00% | +147+3.7% | Added |