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 |
|---|---|---|---|---|---|
| Concurrent Investment Advisors, LLC | 4,131 | $1.72M | 0.01% | +329+8.7% | Added |
| OP Asset Management Ltd | 4,093 | $1.71M | 0.02% | +298+7.9% | Added |
| Taylor Frigon Capital Management LLC | 4,088 | $1.70M | 0.80% | −32−0.8% | Reduced |
| Quadrant Capital Group LLC | 3,978 | $1.66M | 0.05% | +6+0.2% | Added |
| Pacer Advisors, Inc. | 3,957 | $1.65M | 0.00% | −190−4.6% | Reduced |
| RSM US Wealth Management LLC | 3,882 | $1.62M | 0.02% | −365−8.6% | Reduced |
| SG Americas Securities, LLC | 3,840 | $1.60M | 0.00% | −5,924−60.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,838 | $1.60M | 0.00% | −178−4.4% | Reduced |
| Capital Investment Advisory Services, LLC | 3,736 | $1.56M | 0.10% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 3,605 | $1.50M | 0.01% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 3,594 | $1.50M | 0.17% | −20−0.6% | Reduced |
| Equitable Holdings, Inc. | 3,577 | $1.49M | 0.01% | +3,577 | New |
| Federation des caisses Desjardins du Quebec | 3,543 | $1.48M | 0.00% | +1,289+57.2% | Added |
| Abn Amro Investment Solutions | 3,531 | $1.47M | 0.01% | −141−3.8% | Reduced |
| Annandale Capital, LLC | 3,516 | $1.47M | 0.22% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 3,490 | $1.45M | 0.02% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 3,430 | $1.43M | 0.01% | −37−1.1% | Reduced |
| National Pension Service | 3,362 | $1.40M | 0.00% | −2,021−37.5% | Reduced |
| Regents Gate Capital LLP | 3,278 | $1.37M | 1.82% | +3,278 | New |
| Ensign Peak Advisors, Inc | 3,209 | $1.34M | 0.00% | −8,020−71.4% | Reduced |
| TCI Wealth Advisors, Inc. | 3,190 | $1.33M | 0.06% | +79+2.5% | Added |
| SlateStone Wealth, LLC | 3,170 | $1.32M | 0.10% | +76+2.5% | Added |
| Alpha Omega Wealth Management LLC | 3,157 | $1.32M | 0.20% | −196−5.8% | Reduced |
| Cresset Asset Management, LLC | 3,152 | $1.31M | 0.00% | −39−1.2% | Reduced |
| WCM Investment Management, LLC | 3,184 | $1.31M | 0.00% | −1,166−26.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 3,131 | $1.30M | 0.03% | +3,131 | New |
| Tower Research Capital LLC (TRC) | 3,123 | $1.30M | 0.03% | +1,907+156.8% | Added |
| Umb Bank N A | 3,045 | $1.27M | 0.02% | −3−0.1% | Reduced |
| Change Path, LLC | 3,034 | $1.26M | 0.03% | +267+9.6% | Added |
| Alliance Wealth Advisors, LLC | 3,015 | $1.26M | 0.24% | −971−24.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,014 | $1.26M | 0.04% | −36−1.2% | Reduced |
| Picton Mahoney Asset Management | 3,013 | $1.26M | 0.01% | +3,013 | New |
| Excelsior Advisor Network LLC | 3,005 | $1.25M | 0.17% | +3,005 | New |
| Tocqueville Asset Management L.P. | 3,000 | $1.25M | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2,947 | $1.23M | 0.01% | −708−19.4% | Reduced |
| Oak Thistle LLC | 2,905 | $1.21M | 0.12% | −1,523−34.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 2,837 | $1.18M | 0.01% | −9−0.3% | Reduced |
| MML Investors Services, LLC | 2,834 | $1.18M | 0.00% | +146+5.4% | Added |
| Access Financial Services, Inc. | 2,804 | $1.17M | 0.38% | −39−1.4% | Reduced |
| Man Group plc | 2,775 | $1.16M | 0.00% | +1,059+61.7% | Added |
| Hancock Whitney Corp | 2,745 | $1.14M | 0.02% | +822+42.7% | Added |
| Chicago Capital, LLC | 2,700 | $1.13M | 0.03% | −20−0.7% | Reduced |
| Eurizon Capital SGR S.p.A. | 2,673 | $1.11M | 0.00% | −1,285−32.5% | Reduced |
| Gulf International Bank (UK) Ltd | 2,665 | $1.11M | 0.02% | −71−2.6% | Reduced |
| CIBC Asset Management Inc | 2,649 | $1.10M | 0.00% | +317+13.6% | Added |
| M&T Bank Corp | 2,645 | $1.10M | 0.00% | −120−4.3% | Reduced |
| Mirabaud Asset Management Ltd | 2,647 | $1.09M | 0.90% | −1,204−31.3% | Reduced |
| Jump Financial, LLC | 2,520 | $1.05M | 0.01% | −4,561−64.4% | Reduced |
| Modern Wealth Management, LLC | 2,505 | $1.04M | 0.01% | +1,508+151.3% | Added |
| MAI Capital Management | 2,475 | $1.03M | 0.00% | +674+37.4% | Added |
| Saudi Central Bank | 2,446 | $1.02M | 0.01% | +1,157+89.8% | Added |
| Triad Investment Management | 2,445 | $1.02M | 1.12% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 2,391 | $996.3K | 0.04% | −327−12.0% | Reduced |
| Blalock Williams, LLC | 2,332 | $971.8K | 0.63% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 2,319 | $966.4K | 0.06% | −296−11.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,308 | $961.9K | 0.00% | −343−12.9% | Reduced |
| Securian Asset Management, Inc | 2,574 | $957.3K | 0.03% | 00.0% | Unchanged |
| Wealth Alliance | 2,249 | $937.1K | 0.08% | +12+0.5% | Added |
| Financial Advisory Service, Inc. | 2,242 | $934.3K | 0.05% | +36+1.6% | Added |
| Jupiter Topco LLC | 2,237 | $933.3K | 0.00% | +2,237 | New |
| We Are One Seven, LLC | 2,229 | $928.8K | 0.02% | −180−7.5% | Reduced |
| Citizens Business Bank | 2,219 | $924.7K | 0.14% | +980+79.1% | Added |
| Ethic Inc. | 2,216 | $923.6K | 0.01% | +2,216 | New |
| Cranbrook Wealth Management, LLC | 2,207 | $919.7K | 0.17% | −138−5.9% | Reduced |
| Trueblood Wealth Management, LLC | 2,198 | $916.0K | 0.32% | −38−1.7% | Reduced |
| Freestone Grove Partners LP | 2,195 | $914.7K | 0.01% | −21,164−90.6% | Reduced |
| Intrinsic Value Partners, LLC | 2,189 | $912.2K | 0.62% | +400+22.4% | Added |
| Portside Wealth Group, LLC | 2,171 | $904.5K | 0.11% | +32+1.5% | Added |
| BHK Investment Advisors, LLC | 2,160 | $900.0K | 0.27% | −134−5.8% | Reduced |
| Crawford Investment Counsel Inc | 2,145 | $893.9K | 0.01% | −91−4.1% | Reduced |
| Centennial Wealth Advisory LLC | 2,019 | $841.4K | 0.18% | +2,019 | New |
| Chicago Trust Co NA | 2,007 | $836.4K | 0.12% | −1,144−36.3% | Reduced |
| Prudential Financial Inc | 2,005 | $835.5K | 0.00% | −100−4.8% | Reduced |
| Woodline Partners LP | 1,995 | $831.4K | 0.00% | +628+45.9% | Added |
| GHP Investment Advisors, Inc. | 1,993 | $830.6K | 0.03% | −737−27.0% | Reduced |
| Norden Group LLC | 1,971 | $821.0K | 0.07% | +234+13.5% | Added |
| Allianz Asset Management GmbH | 1,957 | $815.5K | 0.00% | +19+1.0% | Added |
| Omers Administration Corp | 1,955 | $814.7K | 0.00% | +221+12.7% | Added |
| HB Wealth Management, LLC | 1,954 | $814.6K | 0.00% | +161+9.0% | Added |
| GAMMA Investing LLC | 1,951 | $813.0K | 0.03% | +480+32.6% | Added |
| Simplicity Wealth,LLC | 1,951 | $813.0K | 0.03% | +578+42.1% | Added |
| First Citizens Bank & Trust Co | 1,944 | $810.1K | 0.01% | −39−2.0% | Reduced |
| CoreCap Advisors, LLC | 1,926 | $802.7K | 0.02% | −244−11.2% | Reduced |
| Cox Capital Mgt LLC | 1,925 | $802.2K | 0.45% | 00.0% | Unchanged |
| Bokf, NA | 1,899 | $791.4K | 0.01% | −79−4.0% | Reduced |
| Harvey Investment Co LLC | 1,885 | $786.0K | 0.09% | +100+5.6% | Added |
| Drucker Wealth 3.0, LLC | 1,874 | $780.9K | 0.12% | −4−0.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,855 | $773.1K | 0.01% | −253−12.0% | Reduced |
| Harrell Investment Partners, LLC | 1,842 | $767.7K | 0.17% | +173+10.4% | Added |
| WoodTrust Financial Corp | 1,825 | $761.0K | 0.09% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 1,819 | $758.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,812 | $755.5K | 0.02% | −78−4.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,804 | $751.8K | 0.02% | +206+12.9% | Added |
| SBI Okasan Asset Management Co.Ltd. | 1,800 | $739.1K | 0.02% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 1,756 | $731.8K | 0.54% | 00.0% | Unchanged |
| First Bank & Trust | 1,739 | $724.7K | 0.11% | +487+38.9% | Added |
| Knollwood Investment Advisory, LLC | 1,722 | $717.6K | 0.06% | −801−31.7% | Reduced |
| Hantz Financial Services, Inc. | 1,697 | $707.0K | 0.01% | +139+8.9% | Added |
| Adviser Investments LLC | 1,687 | $703.1K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,676 | $698.5K | 0.00% | +163+10.8% | Added |