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 |
|---|---|---|---|---|---|
| LVW Advisors, LLC | 900 | $375.1K | 0.03% | −260−22.4% | Reduced |
| Stephens Inc | 897 | $373.8K | 0.00% | +91+11.3% | Added |
| Spinnaker Trust | 890 | $370.9K | 0.02% | +890 | New |
| Quantum Private Wealth, LLC | 890 | $370.7K | 0.10% | −148−14.3% | Reduced |
| K.J. Harrison & Partners Inc | 880 | $366.7K | 0.05% | −30−3.3% | Reduced |
| Texas Bank & Trust Co | 875 | $364.6K | 0.12% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 875 | $363.0K | 0.00% | −112−11.3% | Reduced |
| International Assets Investment Management, LLC | 888 | $362.0K | 0.02% | −43−4.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 868 | $361.7K | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 866 | $361.3K | 0.00% | −60−6.5% | Reduced |
| Eagle Global Advisors LLC | 865 | $360.6K | 0.01% | +279+47.6% | Added |
| Allspring Global Investments Holdings, LLC | 879 | $358.3K | 0.00% | +14+1.6% | Added |
| Ballentine Partners, LLC | 859 | $358.0K | 0.00% | −170−16.5% | Reduced |
| Kestra Private Wealth Services, LLC | 843 | $351.3K | 0.00% | −52−5.8% | Reduced |
| UniSuper Management Pty Ltd | 838 | $349.2K | 0.00% | +238+39.7% | Added |
| Boston Family Office LLC | 835 | $348.0K | 0.02% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 812 | $338.4K | 0.00% | +76+10.3% | Added |
| Foster Dykema Cabot & Partners, LLC | 810 | $337.6K | 0.02% | 00.0% | Unchanged |
| BankPlus Trust Department | 801 | $333.8K | 0.08% | −47−5.5% | Reduced |
| Axxcess Wealth Management, LLC | 800 | $333.4K | 0.01% | +800 | New |
| Massmutual Trust Co FSB | 787 | $328.0K | 0.01% | −32−3.9% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 780 | $325.0K | 0.03% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 778 | $324.2K | 0.03% | +307+65.2% | Added |
| Dorsey & Whitney Trust CO LLC | 776 | $323.3K | 0.02% | −8−1.0% | Reduced |
| Burney Co | 767 | $319.6K | 0.01% | −65−7.8% | Reduced |
| Heartwood Wealth Advisors LLC | 761 | $317.1K | 0.02% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 761 | $317.1K | 0.01% | +761 | New |
| Oslo Pensjonsforsikring AS | 760 | $316.7K | 0.04% | +173+29.5% | Added |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 752 | $313.4K | 0.20% | 00.0% | Unchanged |
| Frec Markets, Inc. | 744 | $310.0K | 0.03% | +744 | New |
| STRS Ohio | 737 | $307.1K | 0.00% | −95−11.4% | Reduced |
| Taylor Hoffman Capital Management LLC | 731 | $304.6K | 0.07% | 00.0% | Unchanged |
| Vestcor Inc | 727 | $303.0K | 0.01% | 00.0% | Unchanged |
| Axxion S.A. | 723 | $301.3K | 0.02% | +723 | New |
| IFP Advisors, Inc | 722 | $300.9K | 0.01% | −57−7.3% | Reduced |
| Argonautica Private Wealth Management, Inc | 716 | $298.5K | 0.07% | +54+8.2% | Added |
| Dakota Wealth Management | 710 | $295.7K | 0.01% | +4+0.6% | Added |
| Sound View Wealth Advisors Group, LLC | 698 | $290.9K | 0.02% | −11−1.6% | Reduced |
| Groesbeck Investment Management Corp | 697 | $290.0K | 0.46% | 00.0% | Unchanged |
| Walleye Trading LLC | 692 | $288.4K | 0.00% | +478+223.4% | Added |
| Somerset Trust Co | 680 | $283.4K | 0.08% | −4−0.6% | Reduced |
| ISAM Funds (UK) Ltd | 680 | $283.4K | 0.20% | +680 | New |
| Mosaic Family Wealth Partners, LLC | 680 | $283.4K | 0.02% | +680 | New |
| Intrust Bank NA | 675 | $281.3K | 0.02% | −28−4.0% | Reduced |
| Thrive Wealth Management, LLC | 673 | $280.5K | 0.04% | −3−0.4% | Reduced |
| Whetstone Capital Advisors, LLC | 668 | $278.4K | 0.07% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 667 | $278.0K | 0.01% | −19−2.8% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 665 | $277.1K | 0.09% | −15−2.2% | Reduced |
| Paradigm Financial Partners, LLC | 655 | $273.0K | 0.02% | +3+0.5% | Added |
| Guardian Partners Inc. | 654 | $272.5K | 0.02% | −54−7.6% | Reduced |
| Profund Advisors LLC | 654 | $272.5K | 0.01% | +20+3.2% | Added |
| Aristotle Capital Management, LLC | 650 | $270.9K | 0.00% | +650 | New |
| Checchi Capital Advisers, LLC | 649 | $270.5K | 0.02% | +13+2.0% | Added |
| Smartleaf Asset Management LLC | 656 | $269.6K | 0.01% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 636 | $265.1K | 0.02% | +1+0.2% | Added |
| RiverFront Investment Group, LLC | 625 | $260.5K | 0.00% | +15+2.5% | Added |
| Laird Norton Trust Company, LLC | 625 | $260.4K | 0.01% | +36+6.1% | Added |
| Fisher Asset Management, LLC | 620 | $258.7K | 0.00% | −47−7.0% | Reduced |
| Bayforest Capital Ltd | 620 | $258.4K | 0.24% | +620 | New |
| Semanteon Capital Management, LP | 619 | $258.0K | 1.16% | +619 | New |
| Venture Visionary Partners LLC | 616 | $256.7K | 0.01% | −369−37.5% | Reduced |
| 111 Capital | 612 | $255.0K | 0.04% | +612 | New |
| Advisory Services Network, LLC | 610 | $254.2K | 0.00% | −79−11.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 610 | $254.0K | 0.05% | +14+2.3% | Added |
| Centiva Capital, LP | 600 | $250.0K | 0.01% | −3,365−84.9% | Reduced |
| Boit C F David | 600 | $250.0K | 0.11% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 600 | $250.0K | 0.02% | +600 | New |
| Signaturefd, LLC | 593 | $247.2K | 0.00% | +10+1.7% | Added |
| HM Payson & Co | 588 | $245.0K | 0.00% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 585 | $243.8K | 0.01% | +585 | New |
| Pensionmark Financial Group, LLC | 660 | $240.9K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 567 | $236.3K | 0.00% | −862−60.3% | Reduced |
| S-Bank Fund Management Ltd | 562 | $234.2K | 0.03% | +562 | New |
| Tower Wealth Partners, Inc. | 559 | $233.0K | 0.12% | +559 | New |
| Ashton Thomas Private Wealth, LLC | 554 | $230.9K | 0.00% | −47−7.8% | Reduced |
| Biltmore Family Office, LLC | 553 | $230.5K | 0.03% | −29−5.0% | Reduced |
| Rafferty Asset Management, LLC | 551 | $229.6K | 0.00% | +551 | New |
| Savvy Advisors, Inc. | 548 | $228.2K | 0.00% | +548 | New |
| Impact Capital Partners LLC | 547 | $228.0K | 0.06% | −606−52.6% | Reduced |
| Legacy Trust | 546 | $227.5K | 0.04% | −5−0.9% | Reduced |
| Parkside Financial Bank & Trust | 544 | $226.7K | 0.02% | −11−2.0% | Reduced |
| XTX Topco Ltd | 539 | $224.6K | 0.00% | −360−40.0% | Reduced |
| Aureus Asset Management, LLC | 537 | $223.8K | 0.01% | +537 | New |
| Stock Yards Bank & Trust Co | 536 | $223.4K | 0.01% | −1,366−71.8% | Reduced |
| Hilltop National Bank | 530 | $220.9K | 0.05% | −55−9.4% | Reduced |
| Integrity Alliance, LLC. | 529 | $220.7K | 0.01% | +529 | New |
| Sage Rhino Capital LLC | 524 | $218.4K | 0.04% | +524 | New |
| Independent Wealth Network Inc. | 522 | $217.5K | 0.06% | −31−5.6% | Reduced |
| Pinnacle Financial Partners, Inc. | 522 | $217.5K | 0.00% | +522 | New |
| Crestwood Advisors Group LLC | 520 | $216.7K | 0.00% | −93−15.2% | Reduced |
| Breakwater Capital Group | 520 | $216.7K | 0.03% | +520 | New |
| Ponta Wealth Partners, LLC | 516 | $215.0K | 0.12% | +516 | New |
| Mission Wealth Management, LP | 515 | $214.7K | 0.00% | +515 | New |
| Fundamentun, LLC | 515 | $214.6K | 0.01% | −88−14.6% | Reduced |
| Elequin Capital LP | 515 | $214.6K | 0.01% | +435+543.8% | Added |
| Fulcrum Capital LLC | 504 | $210.0K | 0.04% | −187−27.1% | Reduced |
| Rothschild Investment LLC | 502 | $209.2K | 0.01% | +479+2,082.6% | Added |
| Bedel Financial Consulting, Inc. | 500 | $208.4K | 0.02% | +500 | New |
| Jefferies Financial Group Inc. | 498 | $207.5K | 0.00% | +498 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 497 | $207.1K | 0.00% | −11,348−95.8% | Reduced |