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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.

Institutional holdersQ2 2026: 787 institutions
Q1 2021: 464 institutionsQ2 2021: 475 institutionsQ3 2021: 478 institutionsQ4 2021: 521 institutionsQ1 2022: 495 institutionsQ2 2022: 516 institutionsQ3 2022: 538 institutionsQ4 2022: 568 institutionsQ1 2023: 615 institutionsQ2 2023: 677 institutionsQ3 2023: 683 institutionsQ4 2023: 727 institutionsQ1 2024: 746 institutionsQ2 2024: 778 institutionsQ3 2024: 789 institutionsQ4 2024: 822 institutionsQ1 2025: 840 institutionsQ2 2025: 807 institutionsQ3 2025: 780 institutionsQ4 2025: 768 institutionsQ1 2026: 772 institutionsQ2 2026: 787 institutions
Value heldQ2 2026: $15.7B
Q1 2021: $8.06BQ2 2021: $8.80BQ3 2021: $8.12BQ4 2021: $9.61BQ1 2022: $9.46BQ2 2022: $7.74BQ3 2022: $8.59BQ4 2022: $8.51BQ1 2023: $11.0BQ2 2023: $13.5BQ3 2023: $13.7BQ4 2023: $15.3BQ1 2024: $15.6BQ2 2024: $16.7BQ3 2024: $17.4BQ4 2024: $16.8BQ1 2025: $17.9BQ2 2025: $15.3BQ3 2025: $14.6BQ4 2025: $12.6BQ1 2026: $13.9BQ2 2026: $15.7B
Institutions holding WSO and their total value by quarter
QuarterHoldersValue
Q2 2026787$15.7B
Q1 2026772$13.9B
Q4 2025768$12.6B
Q3 2025780$14.6B
Q2 2025807$15.3B
Q1 2025840$17.9B
Q4 2024822$16.8B
Q3 2024789$17.4B
Q2 2024778$16.7B
Q1 2024746$15.6B
Q4 2023727$15.3B
Q3 2023683$13.7B
Q2 2023677$13.5B
Q1 2023615$11.0B
Q4 2022568$8.51B
Q3 2022538$8.59B
Q2 2022516$7.74B
Q1 2022495$9.46B
Q4 2021521$9.61B
Q3 2021478$8.12B
Q2 2021475$8.80B
Q1 2021464$8.06B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q1 2026.

Institutions holding WSO in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
TradeLink Capital LLC0$00.00%−3,057−100.0%Sold out
Caxton Associates LLP0$00.00%−2,810−100.0%Sold out
Delta Global Management LP0$00.00%−2,745−100.0%Sold out
Perbak Capital Partners LLP0$00.00%−2,700−100.0%Sold out
Equitable Trust Co0$00.00%−2,613−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−2,443−100.0%Sold out
Intech Investment Management LLC0$00.00%−2,206−100.0%Sold out
Roundview Capital LLC0$00.00%−2,181−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−2,086−100.0%Sold out
Quantbot Technologies LP0$00.00%−1,943−100.0%Sold out
Alamea Verwaltungs GmbH0$00.00%−1,789−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−1,620−100.0%Sold out
Golden State Equity Partners0$00.00%−1,435−100.0%Sold out
Tyche Wealth Partners LLC0$00.00%−1,412−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−1,214−100.0%Sold out
Patten Group, Inc.0$00.00%−1,134−100.0%Sold out
Freemont Management S.A.0$00.00%−1,100−100.0%Sold out
Toroso Investments, LLC0$00.00%−1,084−100.0%Sold out
Osmosis Investment Management UK Ltd0$00.00%−1,004−100.0%Sold out
Trust Point Inc.0$00.00%−946−100.0%Sold out
Arkadios Wealth Advisors0$00.00%−912−100.0%Sold out
Lombard Odier Asset Management (USA) Corp0$00.00%−886−100.0%Sold out
Legacy Capital Wealth Partners, LLC0$00.00%−684−100.0%Sold out
ASR Vermogensbeheer N.V.0$00.00%−683−100.0%Sold out
PAX Financial Group, LLC0$00.00%−667−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−645−100.0%Sold out
Apella Capital, LLC0$00.00%−539−100.0%Sold out
TruNorth Capital Management, LLC0$00.00%−606−100.0%Sold out
Paradigm Asset Management Co LLC0$00.00%−600−100.0%Sold out
DV Trading LLC0$00.00%−600−100.0%Sold out
Boyar Asset Management Inc.0$00.00%−583−100.0%Sold out
Everence Capital Management Inc0$00.00%−574−100.0%Sold out
DC Investments Management, LLC0$00.00%−567−100.0%Sold out
Veritas Investment Partners (UK) Ltd.0$00.00%−379−100.0%Sold out
Root Financial Partners, LLC0$00.00%−357−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−200−100.0%Sold out
Resources Management Corp0$00.00%−105−100.0%Sold out
Armstrong Advisory Group, Inc0$00.00%−65−100.0%Sold out
Manitou Investment Management Ltd.0$00.00%−50−100.0%Sold out
Legacy Wealth Managment, LLC0$00.00%−40−100.0%Sold out
DAGCO, Inc.0$00.00%−31−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−28−100.0%Sold out
Meramec Financial Planners, LLC0$00.00%−20−100.0%Sold out
MBM Wealth Consultants, LLC0$00.00%−16−100.0%Sold out
Sachetta, LLC0$00.00%−15−100.0%Sold out
Kemnay Advisory Services Inc.0$00.00%−14−100.0%Sold out
JNBA Financial Advisors0$00.00%−10−100.0%Sold out
First Command Advisory Services, Inc.0$00.00%−10−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−9−100.0%Sold out
Philadelphia Investment Partners, LLC0$00.00%−8−100.0%Sold out
Wall Street Financial Group, Inc.0$00.00%−7−100.0%Sold out
Annis Gardner Whiting Capital Advisors, LLC0$00.00%−6−100.0%Sold out
Magnolia Wealth Management, LLC0$00.00%−5−100.0%Sold out
Imprint Wealth LLC0$00.00%−4−100.0%Sold out
Aspect Partners, LLC0$00.00%−4−100.0%Sold out
Scarborough Advisors, LLC0$00.00%−3−100.0%Sold out
Vermillion Wealth Management, Inc.0$00.00%−3−100.0%Sold out
Albion Financial Group0$00.00%−1−100.0%Sold out
Vantage Investment Partners, LLC––––Not filed
Arcadia Investment Management Corp––––Not filed
Charter Oak Capital Management, LLC––––Not filed
Skopos Labs, Inc.––––Not filed
Janus Henderson Group PLC––––Not filed
Gibbs Wealth Management––––Not filed
CWM, LLC––––Not filed
Journey Strategic Wealth LLC––––Not filed
McIlrath & Eck, LLC––––Not filed
Sunbelt Securities, Inc.––––Not filed