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 |
|---|---|---|---|---|---|
| Sumitomo Life Insurance Co | 497 | $207.1K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 497 | $207.1K | 0.05% | +497 | New |
| Warren Averett Asset Management, LLC | 497 | $207.0K | 0.00% | −2,603−84.0% | Reduced |
| Huntington National Bank | 495 | $206.3K | 0.00% | +18+3.8% | Added |
| Livet Wealth, LLC | 493 | $205.4K | 0.12% | +493 | New |
| Woodstock Corp | 480 | $200.0K | 0.02% | +480 | New |
| Auctus Advisors LLC | 480 | $200.0K | 0.17% | +480 | New |
| Siemens Fonds Invest GmbH | 479 | $199.6K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 444 | $185.0K | 0.00% | −1,129−71.8% | Reduced |
| Whittier Trust Co | 396 | $158.0K | 0.00% | +8+2.1% | Added |
| Global Retirement Partners, LLC | 366 | $152.6K | 0.00% | +366 | New |
| PFA Pension, Forsikringsaktieselskab | 359 | $149.6K | 0.00% | −18,672−98.1% | Reduced |
| EverSource Wealth Advisors, LLC | 358 | $149.1K | 0.01% | −85−19.2% | Reduced |
| Colonial Trust Co | 354 | $147.7K | 0.02% | −20−5.3% | Reduced |
| Y.D. More Investments Ltd | 350 | $145.9K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 269 | $112.1K | 0.00% | −6−2.2% | Reduced |
| Bamco Inc | 269 | $112.1K | 0.00% | +42+18.5% | Added |
| Continuum Advisory, LLC | 267 | $111.3K | 0.01% | +267 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 256 | $106.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 255 | $106.0K | 0.00% | −241−48.6% | Reduced |
| Financial Network Wealth Advisors LLC | 246 | $102.6K | 0.10% | −55−18.3% | Reduced |
| Central Trust Co | 240 | $100.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 240 | $100.0K | 0.00% | +75+45.5% | Added |
| Trust Co of Vermont | 237 | $98.8K | 0.00% | +237 | New |
| Larson Financial Group LLC | 220 | $91.7K | 0.00% | +11+5.3% | Added |
| Walleye Capital LLC | 215 | $89.6K | 0.00% | +215 | New |
| IFG Advisory, LLC | 194 | $81.0K | 0.00% | +194 | New |
| Whittier Trust Co of Nevada Inc | 201 | $78.3K | 0.00% | −2−1.0% | Reduced |
| Covestor Ltd | 172 | $72.0K | 0.04% | −90−34.4% | Reduced |
| Los Angeles Capital Management LLC | 166 | $69.2K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 160 | $66.7K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 160 | $66.7K | 0.06% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 160 | $66.7K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 159 | $66.3K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 147 | $61.3K | 0.01% | +147 | New |
| Graticule Asia Macro Advisors LLC | 147 | $61.3K | 0.00% | +147 | New |
| Harbour Investments, Inc. | 147 | $61.1K | 0.00% | +1+0.7% | Added |
| Creative Financial Designs Inc | 145 | $60.4K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 135 | $56.3K | 0.01% | +5+3.8% | Added |
| MCF Advisors LLC | 132 | $55.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 132 | $55.0K | 0.01% | +132 | New |
| Versant Capital Management, Inc | 118 | $49.2K | 0.00% | +88+293.3% | Added |
| Golden State Wealth Management, LLC | 111 | $46.5K | 0.00% | +1+0.9% | Added |
| Elevated Capital Advisors, LLC | 109 | $45.6K | 0.01% | −20−15.5% | Reduced |
| Quarry LP | 107 | $44.6K | 0.01% | −60−35.9% | Reduced |
| Buck Wealth Strategies, LLC | 101 | $41.9K | 0.00% | +101 | New |
| American National Bank | 99 | $41.3K | 0.00% | 00.0% | Unchanged |
| Bayban | 87 | $36.3K | 0.03% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 86 | $35.8K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 85 | $35.6K | 0.00% | −10−10.5% | Reduced |
| Measured Wealth Private Client Group, LLC | 77 | $32.1K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 76 | $31.7K | 0.00% | +7+10.1% | Added |
| Raiffeisen Bank International AG | 77 | $31.6K | 0.00% | +23+42.6% | Added |
| GoalVest Advisory LLC | 72 | $30.0K | 0.01% | +5+7.5% | Added |
| Rossby Financial, LCC | 71 | $29.6K | 0.01% | +9+14.5% | Added |
| Beacon Investment Advisory Services, Inc. | 70 | $29.2K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 70 | $29.2K | 0.01% | +2+2.9% | Added |
| Salomon & Ludwin, LLC | 71 | $28.9K | 0.00% | −1−1.4% | Reduced |
| Lodestone Wealth Management LLC | 67 | $27.9K | 0.01% | 00.0% | Unchanged |
| Ossiam | 63 | $26.3K | 0.00% | +63 | New |
| First Horizon Corp | 61 | $25.4K | 0.00% | −28−31.5% | Reduced |
| Private Trust Co NA | 60 | $25.0K | 0.00% | −1−1.6% | Reduced |
| First PREMIER Bank | 59 | $25.0K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 59 | $24.6K | 0.00% | −3−4.8% | Reduced |
| Entrust Financial LLC | 59 | $24.6K | 0.02% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 58 | $24.2K | 0.00% | +37+176.2% | Added |
| McDonald Partners LLC | 55 | $22.9K | 0.01% | +55 | New |
| St Germain D J Co Inc | 52 | $21.7K | 0.00% | −20−27.8% | Reduced |
| CVA Family Office, LLC | 52 | $21.7K | 0.00% | +34+188.9% | Added |
| North Star Investment Management Corp. | 47 | $19.6K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 46 | $19.2K | 0.01% | +46 | New |
| Torren Management, LLC | 42 | $17.5K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 42 | $17.5K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 42 | $17.5K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 48 | $17.5K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 41 | $17.1K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 40 | $16.7K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 40 | $16.7K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 40 | $16.7K | 0.01% | +34+566.7% | Added |
| JFS Wealth Advisors, LLC | 36 | $15.0K | 0.00% | +3+9.1% | Added |
| Virginia Estate & Retirement Planning Advisors Inc. | 36 | $15.0K | 0.02% | +36 | New |
| Main Street Group, LTD | 35 | $14.6K | 0.00% | 00.0% | Unchanged |
| Security National Bank of So Dak | 35 | $14.6K | 0.01% | +35 | New |
| Oakworth Capital, Inc. | 34 | $14.2K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 30 | $12.6K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 30 | $12.5K | 0.00% | −34−53.1% | Reduced |
| Farmers & Merchants Investments Inc | 30 | $12.5K | 0.00% | −28−48.3% | Reduced |
| Geneos Wealth Management Inc. | 30 | $12.5K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 30 | $12.5K | 0.01% | +1+3.4% | Added |
| Broadwater Capital Management LLC | 30 | $12.5K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 29 | $12.1K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 29 | $12.1K | 0.00% | +5+20.8% | Added |
| Zions Bancorporation, National Association | 29 | $12.1K | 0.00% | +12+70.6% | Added |
| Global X Japan Co., Ltd. | 28 | $11.7K | 0.00% | +28 | New |
| SJS Investment Consulting Inc. | 26 | $10.8K | 0.00% | +17+188.9% | Added |
| Newbridge Financial Services Group, Inc. | 25 | $10.4K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 25 | $10.4K | 0.00% | +25 | New |
| Crewe Advisors LLC | 24 | $10.0K | 0.00% | +20+500.0% | Added |
| Atlantic Trust, LLC | 21 | $8.75K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 21 | $8.75K | 0.01% | −5−19.2% | Reduced |