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 |
|---|---|---|---|---|---|
| Capital Analysts, LLC | 1,659 | $692.0K | 0.02% | −330−16.6% | Reduced |
| Crossmark Global Holdings, Inc. | 1,644 | $685.3K | 0.01% | −469−22.2% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 1,643 | $684.8K | 0.53% | +49+3.1% | Added |
| Northbridge Financial Group, LLC | 1,630 | $679.1K | 0.26% | −356−17.9% | Reduced |
| Trexquant Investment LP | 1,629 | $678.9K | 0.00% | +1,629 | New |
| NBC Securities, Inc. | 1,623 | $676.4K | 0.05% | +13+0.8% | Added |
| Park Avenue Securities LLC | 1,585 | $661.0K | 0.00% | −129−7.5% | Reduced |
| National Bank of Canada | 1,583 | $660.8K | 0.00% | +144+10.0% | Added |
| Sequoia Financial Advisors, LLC | 1,536 | $640.0K | 0.00% | −575−27.2% | Reduced |
| GWM Advisors LLC | 1,536 | $639.9K | 0.00% | +779+102.9% | Added |
| Perryman Financial Advisory Inc | 1,535 | $639.7K | 0.09% | +1,535 | New |
| Diversify Wealth Management, LLC | 1,754 | $639.0K | 0.01% | −22−1.2% | Reduced |
| Diversify Advisory Services, LLC | 1,754 | $639.0K | 0.01% | +1,754 | New |
| Moody Lynn & Lieberson, LLC | 1,529 | $637.2K | 0.03% | +20+1.3% | Added |
| Farther Finance Advisors, LLC | 1,527 | $635.7K | 0.00% | −44−2.8% | Reduced |
| Virtu Financial LLC | 1,521 | $634.0K | 0.02% | −1,460−49.0% | Reduced |
| Schroder Investment Management Group | 1,519 | $633.0K | 0.00% | +225+17.4% | Added |
| Centennial Bank | 1,518 | $632.6K | 0.20% | 00.0% | Unchanged |
| Prudential PLC | 1,511 | $629.7K | 0.00% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 1,508 | $628.4K | 0.00% | −41−2.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,499 | $624.7K | 0.03% | −11−0.7% | Reduced |
| Merit Financial Group, LLC | 1,498 | $624.2K | 0.00% | +125+9.1% | Added |
| Webster Bank, N. A. | 1,493 | $622.2K | 0.05% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,459 | $608.1K | 0.03% | −64−4.2% | Reduced |
| LGT Group Foundation | 1,447 | $603.0K | 0.01% | −52−3.5% | Reduced |
| Jane Street Group, LLC | 1,445 | $602.2K | 0.00% | +620+75.2% | Added |
| Fideuram Asset Management (Ireland) dac | 1,525 | $596.7K | 0.01% | +1,525 | New |
| Beacon Pointe Advisors, LLC | 1,408 | $586.9K | 0.00% | −128−8.3% | Reduced |
| Eastern Bank | 1,408 | $586.8K | 0.01% | −906−39.2% | Reduced |
| Evergreen Capital Management LLC | 1,384 | $576.8K | 0.01% | +44+3.3% | Added |
| ProShare Advisors LLC | 1,381 | $575.5K | 0.00% | −20−1.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,375 | $573.0K | 0.05% | −247−15.2% | Reduced |
| Park Place Capital Corp | 1,362 | $567.6K | 0.09% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 1,346 | $561.1K | 0.20% | +3+0.2% | Added |
| Baker Avenue Asset Management, LP | 1,338 | $557.6K | 0.01% | −1−0.1% | Reduced |
| Ritholtz Wealth Management | 1,328 | $553.4K | 0.01% | +8+0.6% | Added |
| Phillips Wealth Planners LLC | 1,407 | $547.9K | 0.40% | +65+4.8% | Added |
| Unified Investment Management | 1,312 | $546.8K | 0.51% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 1,305 | $543.8K | 0.01% | 00.0% | Unchanged |
| Tred Avon Family Wealth, LLC | 1,300 | $541.7K | 0.17% | −12−0.9% | Reduced |
| Advocate Group LLC | 1,292 | $538.4K | 0.08% | −92−6.6% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 1,289 | $537.2K | 0.02% | +1,289 | New |
| Cary Street Partners Financial LLC | 1,282 | $534.2K | 0.01% | +326+34.1% | Added |
| Hilltop Holdings Inc. | 1,262 | $525.9K | 0.04% | −161−11.3% | Reduced |
| Generali Asset Management SPA SGR | 1,255 | $523.0K | 0.01% | +1,255 | New |
| Havemeyer Place LP | 1,232 | $513.4K | 0.05% | −4,416−78.2% | Reduced |
| Johnson Investment Counsel Inc | 1,229 | $512.2K | 0.00% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 1,216 | $506.9K | 0.01% | +332+37.6% | Added |
| Davidson Kahn Capital Management, LLC | 1,199 | $499.5K | 0.21% | −93−7.2% | Reduced |
| Tudor Financial Inc. | 1,195 | $498.0K | 0.22% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 1,188 | $495.1K | 0.00% | +96+8.8% | Added |
| Voya Financial Advisors, Inc. | 1,202 | $493.5K | 0.04% | −222−15.6% | Reduced |
| Significant Wealth Partners LLC | 1,171 | $488.0K | 0.53% | +17+1.5% | Added |
| J. Safra Sarasin Holding AG | 1,171 | $487.9K | 0.01% | +1,171 | New |
| Gateway Investment Advisers LLC | 1,169 | $487.2K | 0.00% | −4,715−80.1% | Reduced |
| Modera Wealth Management, LLC | 1,162 | $484.2K | 0.01% | 00.0% | Unchanged |
| Certior Financial Group, LLC | 1,159 | $482.9K | 0.26% | +44+3.9% | Added |
| Avidian Wealth Solutions, LLC | 1,159 | $482.8K | 0.01% | −170−12.8% | Reduced |
| Macquarie Group Ltd | 1,149 | $478.8K | 0.00% | −235−17.0% | Reduced |
| TD Waterhouse Canada Inc. | 1,170 | $476.7K | 0.00% | −12−1.0% | Reduced |
| International Private Wealth Advisors LLC | 1,137 | $474.0K | 0.24% | +1,137 | New |
| Parsons Capital Management Inc | 1,136 | $473.4K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,133 | $472.3K | 0.00% | +887+360.6% | Added |
| Shelton Capital Management | 1,130 | $470.9K | 0.01% | −34−2.9% | Reduced |
| Texas Yale Capital Corp. | 1,117 | $465.5K | 0.01% | +75+7.2% | Added |
| Clearstead Advisors, LLC | 1,090 | $454.2K | 0.00% | +1,051+2,694.9% | Added |
| Assetmark, Inc | 1,087 | $453.2K | 0.00% | −28−2.5% | Reduced |
| Vise Technologies, Inc. | 1,087 | $452.8K | 0.01% | +124+12.9% | Added |
| Verity & Verity, LLC | 1,086 | $452.4K | 0.03% | −69−6.0% | Reduced |
| Mutual Advisors, LLC | 1,062 | $442.5K | 0.01% | −96−8.3% | Reduced |
| Inceptionr LLC | 1,061 | $442.2K | 0.11% | −2,375−69.1% | Reduced |
| Susquehanna International Group, LLP | 1,059 | $441.3K | 0.00% | −24,016−95.8% | Reduced |
| Baker Ellis Asset Management LLC | 1,059 | $441.3K | 0.05% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,051 | $438.0K | 0.01% | −117−10.0% | Reduced |
| Greenleaf Trust | 1,051 | $438.0K | 0.00% | −5−0.5% | Reduced |
| Compass Ion Advisors, LLC | 1,045 | $435.4K | 0.04% | +5+0.5% | Added |
| North Dakota State Investment Board | 1,035 | $431.3K | 0.02% | +18+1.8% | Added |
| 71 West Capital Partners | 1,030 | $429.2K | 0.01% | 00.0% | Unchanged |
| Advisor OS, LLC | 1,020 | $424.9K | 0.03% | −309−23.3% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 1,010 | $420.9K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 1,008 | $420.1K | 0.00% | −231−18.6% | Reduced |
| Argent Trust Co | 1,003 | $418.0K | 0.01% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,047 | $417.9K | 0.01% | −279−21.0% | Reduced |
| Tompkins Financial Corp | 1,000 | $416.7K | 0.03% | 00.0% | Unchanged |
| Park National Corp | 996 | $415.1K | 0.01% | −23−2.3% | Reduced |
| Ostrum Asset Management | 973 | $405.5K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 966 | $402.6K | 0.00% | +135+16.2% | Added |
| Impact Partnership Wealth, LLC | 963 | $401.2K | 0.04% | +401+71.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 963 | $401.0K | 0.00% | −2,442−71.7% | Reduced |
| Autumn Glory Partners, LLC | 950 | $395.9K | 0.11% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 948 | $395.1K | 0.01% | −6−0.6% | Reduced |
| Private Advisor Group, LLC | 945 | $394.0K | 0.00% | +54+6.1% | Added |
| Sandler Capital Management | 937 | $390.5K | 0.23% | +937 | New |
| IMC-Chicago, LLC | 937 | $390.5K | 0.00% | +937 | New |
| Farringdon Capital, Ltd. | 935 | $389.6K | 0.19% | +935 | New |
| Moneta Group Investment Advisors LLC | 919 | $383.1K | 0.00% | −200−17.9% | Reduced |
| Simon Quick Advisors, LLC | 913 | $380.5K | 0.02% | −10−1.1% | Reduced |
| Adell Harriman & Carpenter Inc | 913 | $380.5K | 0.02% | 00.0% | Unchanged |
| Savant Capital, LLC | 963 | $379.8K | 0.00% | +963 | New |
| Northwestern Mutual Wealth Management Co | 903 | $376.2K | 0.00% | −214−19.2% | Reduced |