WatscoWSO
13F holders, Q1 2026 (March 31)771holders +4
90new positions
81sold out
8famous investors
$363.60avg. 13F price*
At the end of Q1 2026, 771 institutions reported holding Watsco Inc. (WSO) in their 13F filings, up 4 from Q4 2025. 90 opened new positions and 81 sold out. The largest holders were BlackRock, Inc. ($1.5B), Capital International Investors ($1.3B) and Capital Research Global Investors ($690.7M). 8 famous investors held it, including Tom Gayner (1.8% of Markel Group's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- Watsco Inc.
- CUSIP
- 942622200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $903.9M |
| Exits | 81 | $127.4M |
All 13F filers, Q4 2025 → Q1 2026: 4,802,483 shares bought and 3,467,792 shares sold, net +1,334,691 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 771 holders
| BlackRock, Inc. | 0.03% | Add +11.0% | 4,090,055 | $1.5B |
| Capital International Investors | 0.30% | Reduce -25.1% | 3,477,231 | $1.3B |
| Capital Research Global Investors | 0.11% | New | 1,898,603 | $690.7M |
| FMR LLC | 0.04% | Reduce -3.9% | 1,890,322 | $687.7M |
| Vanguard Portfolio Management LLC | 0.03% | — | 1,751,054 | $637.0M |
| Vanguard Capital Management LLC | 0.01% | — | 1,567,499 | $570.2M |
| Charles Schwab Investment Management Inc. | 0.07% | Reduce -14.1% | 1,340,401 | $487.2M |
| Kayne Anderson Rudnick Investment Management LLC | 1.42% | Reduce -5.5% | 1,329,205 | $483.6M |
| State Street Corp. | 0.02% | Add +2.7% | 1,273,941 | $463.4M |
| Baillie Gifford & Co. | 0.42% | Add +23.9% | 1,137,258 | $413.7M |
| Morgan Stanley | 0.02% | Add +8.0% | 890,992 | $324.1M |
| Geode Capital Management, LLC | 0.01% | Add +2.5% | 654,030 | $237.5M |
| Blair William & Co. | 0.61% | Reduce -13.7% | 582,700 | $212.0M |
| Markel Group | 1.77% | Add +0.8% | 582,169 | $211.8M |
| Goldman Sachs Group Inc. | 0.03% | Add +84.0% | 560,672 | $204.0M |
| DAVENPORT & Co LLC | 1.10% | Add +16.0% | 545,278 | $198.4M |
| Raymond James Financial Inc. | 0.05% | Add +8.4% | 426,905 | $155.3M |
| Wells Fargo & Company | 0.03% | Reduce -1.2% | 421,188 | $153.2M |
| UBS Group AG | 0.02% | Add +94.3% | 363,127 | $132.1M |
| Capital World Investors | 0.02% | Reduce -21.9% | 339,018 | $123.3M |
| Hamlin Capital Management, LLC | 2.96% | Reduce -0.9% | 337,335 | $122.7M |
| Captrust Financial Advisors | 0.21% | Reduce -16.6% | 330,883 | $120.4M |
| Northern Trust Corp. | 0.02% | Add +1.9% | 325,306 | $118.3M |
| Two Sigma Investments, LP | 0.09% | Reduce -25.9% | 300,096 | $109.2M |
| Envestnet Asset Management Inc. | 0.03% | Add +33.8% | 292,356 | $106.4M |
| Bahl & Gaynor LLC | 0.48% | Add +0.4% | 261,924 | $95.3M |
| Bank of New York Mellon Corp | 0.02% | Reduce -0.9% | 251,778 | $91.6M |
| Bank of America Corp. | 0.01% | Add +12.2% | 239,606 | $87.2M |
| Caledonia Investments PLC | 9.89% | No change | 232,927 | $84.7M |
| Dimensional Fund Advisors LP | 0.02% | Add +0.7% | 226,917 | $82.5M |
| Brown Brothers Harriman & Co. | 0.44% | Reduce -2.2% | 225,996 | $82.2M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 216,751 | $78.9M |
| Renaissance Technologies | 0.12% | Reduce -29.1% | 216,400 | $78.7M |
| Welch & Forbes LLC | 0.99% | Reduce -0.4% | 209,805 | $76.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.3% | 201,299 | $70.2M |
| Principal Financial Group Inc. | 0.03% | Add +124.5% | 174,551 | $63.5M |
| Vantage Investment Partners, LLC | 4.31% | Add +3.4% | 171,864 | $62.5M |
| Donaldson Capital Management, LLC | 1.92% | Add +48.0% | 162,639 | $59.2M |
| SG Capital Management LLC | 4.83% | New | 161,191 | $58.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +16.4% | 149,692 | $54.5M |
| Jacobs Levy Equity Management, Inc. | 0.23% | Reduce -3.3% | 147,380 | $53.6M |
| Junto Capital Management LP | 1.12% | New | 145,151 | $52.8M |
| Royal Bank of Canada | 0.01% | Add +4.7% | 144,173 | $52.4M |
| Corient Private Wealth LP | 0.07% | Reduce -1.5% | 143,216 | $52.0M |
| Benjamin Edwards Inc. | 0.51% | Reduce -2.2% | 141,901 | $51.6M |
| Wellington Management Group LLP | 0.01% | Reduce -5.9% | 140,170 | $51.0M |
| Epoch Investment Partners, Inc. | 0.29% | Reduce -1.2% | 133,469 | $48.6M |
| Riverbridge Partners LLC | 1.17% | Add +89.8% | 131,738 | $47.9M |
| Neuberger Berman Group LLC | 0.04% | Reduce -65.9% | 130,482 | $47.6M |
| CIBC Bancorp USA Inc. | 0.06% | — | 127,904 | $46.5M |
| AEGON ASSET MANAGEMENT UK Plc | 0.60% | Add +9.7% | 125,107 | $45.0M |
| Baird Financial Group, Inc. | 0.07% | Add +11.5% | 122,206 | $44.5M |
| Conestoga Capital Advisors, LLC | 0.89% | Add +5.5% | 121,904 | $44.3M |
| Stifel Financial Corp. | 0.04% | Add +7.0% | 110,760 | $40.3M |
| Employees Retirement System of Texas | 0.41% | Reduce -4.8% | 107,201 | $39.0M |
| Rhumbline Advisers | 0.03% | Add +3.6% | 107,110 | $39.0M |
| King Luther Capital Management Corp. | 0.17% | Reduce -9.3% | 106,083 | $38.6M |
| Legal & General Group Plc | 0.01% | Add +3.3% | 103,754 | $37.7M |
| Brown Advisory Inc. | 0.06% | Add +4045.8% | 102,900 | $37.4M |
| Swiss National Bank | 0.02% | Add +7.2% | 102,484 | $37.3M |
| Anchor Capital Advisors LLC | 0.95% | Add +7.0% | 91,378 | $33.2M |
| Dearborn Partners LLC | 1.76% | Reduce -5.4% | 89,590 | $32.6M |
| Citigroup Inc. | 0.02% | Reduce -31.7% | 85,452 | $31.1M |
| Howland Capital Management LLC | 1.20% | Reduce -0.8% | 83,164 | $30.3M |
| Fenimore Asset Management Inc | 0.66% | Add +33.0% | 80,971 | $29.5M |
| Wilkinson Global Asset Management LLC | 2.16% | Reduce -1.1% | 78,084 | $28.4M |
| Invesco Ltd. | 0.00% | Reduce -3.7% | 75,441 | $27.4M |
| Nuveen, LLC | 0.01% | Add +23.3% | 75,300 | $27.4M |
| Alps Advisors Inc. | 0.12% | Add +1.0% | 71,467 | $26.0M |
| Capital Advisors Inc. | 0.42% | Add +7.1% | 71,088 | $25.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +4.9% | 69,933 | $25.4M |
| Ameriprise Financial Inc. | 0.01% | Add +83.0% | 68,572 | $24.9M |
| Curi Capital, LLC | 0.43% | Reduce -2.0% | 65,655 | $23.9M |
| Deutsche Bank AG | 0.01% | Reduce -0.3% | 63,877 | $23.2M |
| Gotham Asset Management | 0.07% | Add +136.7% | 63,568 | $23.1M |
| Capital International, Inc. | 0.18% | Add +8.7% | 63,551 | $23.1M |
| Natixis Advisors, LLC | 0.03% | Add +11.0% | 63,225 | $23.0M |
| Geneva Capital Management LLC | 0.46% | Reduce -11.1% | 60,059 | $21.8M |
| Swedbank AB | 0.02% | Add +11.2% | 58,214 | $21.2M |
| Nomura Asset Management International Inc. | 0.04% | Reduce -9.4% | 57,492 | $20.9M |
| Russell Investments Group, Ltd. | 0.02% | Add +1.4% | 56,583 | $20.6M |
| Jones Financial Companies LLLP | 0.01% | Add +2503.9% | 58,665 | $20.4M |
| Dudley & Shanley, Inc. | 3.31% | No change | 55,692 | $20.3M |
| California State Teachers Retirement System | 0.02% | Reduce -2.2% | 55,004 | $20.0M |
| Retirement Systems of Alabama | 0.07% | Add +1.7% | 54,962 | $20.0M |
| Nordea Investment Management AB | 0.02% | Reduce -4.5% | 54,275 | $19.3M |
| Handelsbanken Fonder AB | 0.06% | Add +26.6% | 52,738 | $19.2M |
| Pembroke Management, LTD | 2.73% | Add +10.8% | 51,878 | $18.9M |
| Heartland Advisors Inc. | 0.96% | Add +14.3% | 51,593 | $18.8M |
| DDD Partners, LLC | 1.27% | New | 50,496 | $18.4M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -2.7% | 49,542 | $18.1M |
| Premier Fund Managers Ltd | 1.25% | Reduce -5.9% | 50,394 | $17.6M |
| Amundi | 0.00% | Reduce -14.1% | 47,567 | $17.3M |
| Fifth Third Bancorp | 0.03% | Add +2882.3% | 47,567 | $17.3M |
| Millennium Management | 0.01% | Add +64.9% | 46,769 | $17.0M |
| Victory Capital Management Inc. | 0.01% | Add +1.2% | 46,556 | $16.9M |
| California Public Employees Retirement System | 0.01% | Reduce -21.8% | 46,268 | $16.8M |
| Williams Jones Wealth Management, LLC. | 0.21% | Add +2.4% | 46,000 | $16.7M |
| Alliancebernstein L.P. | 0.01% | Reduce -0.7% | 48,004 | $16.2M |
| Federated Hermes, Inc. | 0.03% | Reduce -2.2% | 44,422 | $16.2M |
"% of holder's portfolio" is WSO's weight in each manager's 13F, not the share of Watsco Inc. the manager owns.