WATSCO INC (WSO) — Institutional Holders, Q2 2026

793 institutional investment managers reported a WSO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $15.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← WSO stock profile

WSO in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

245

Trimmed

308

Sold out

Biggest buyers

Findlay Park Partners LLPNew · +188,840 sh+$78.7M
CHARLES SCHWAB INVESTMENT MANAGEMENTAdded · +119,367 sh+$49.7M
BlackRockAdded · +102,864 sh+$42.9M
AMERIPRISE FINANCIALAdded · +92,111 sh+$38.4M
PRINCIPAL FINANCIAL GROUPAdded · +71,579 sh+$29.8M

Biggest sellers

GOLDMAN SACHS GROUPTrimmed · -226,801 sh-$94.5M
TWO SIGMA INVESTMENTSTrimmed · -204,414 sh-$85.2M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENTTrimmed · -194,844 sh-$81.2M
FMRTrimmed · -185,049 sh-$77.1M
Junto Capital ManagementSold out · -145,151 sh-$60.5M

WSO 13F holders ranked 1–100 of 793

Institutional investors reporting a position in WATSCO INC on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 4,192,920 sh	4,192,920	$1.7B	0.03%	+2.5%
2	Capital International Investors#2 · 3,485,525 sh	3,485,525	$1.5B	0.30%	+0.2%
3	Capital Research Global Investors#3 · 1,902,230 sh	1,902,230	$792.7M	0.11%	+0.2%
4	VANGUARD PORTFOLIO MANAGEMENT#4 · 1,770,531 sh	1,770,531	$737.8M	0.03%	+1.1%
5	FMR#5 · 1,705,273 sh	1,705,273	$710.6M	0.03%	-9.8%
6	VANGUARD CAPITAL MANAGEMENT#6 · 1,579,210 sh	1,579,210	$658.1M	0.01%	+0.7%
7	CHARLES SCHWAB INVESTMENT MANAGEMENT#7 · 1,459,768 sh	1,459,768	$607.9M	0.08%	+8.9%
8	STATE STREET#8 · 1,323,011 sh	1,323,011	$551.3M	0.02%	+3.9%
9	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#9 · 1,134,361 sh	1,134,361	$472.7M	1.47%	-14.7%
10	BAILLIE GIFFORD#10 · 1,129,536 sh	1,129,536	$470.7M	0.43%	-0.7%
11	MORGAN STANLEY#11 · 902,995 sh	902,995	$376.3M	0.02%	+1.3%
12	GEODE CAPITAL MANAGEMENT#12 · 659,265 sh	659,265	$274.2M	0.01%	+0.8%
13	MARKEL GROUP#13 · 597,750 sh	597,750	$249.1M	1.90%	+2.7%
14	BLAIR WILLIAM#14 · 564,024 sh	564,024	$235.0M	0.61%	-3.2%
15	DAVENPORT#15 · 530,366 sh	530,366	$220.1M	—	-2.7%
16	WELLS FARGO & COMPANY#16 · 398,839 sh	398,839	$166.2M	0.03%	-5.3%
17	RAYMOND JAMES FINANCIAL#17 · 386,397 sh	386,397	$161.0M	0.04%	-9.6%
18	UBS Group AG#18 · 360,182 sh	360,182	$150.1M	0.02%	-0.8%
19	NORGES BANK#19 · 340,450 sh	340,450	$141.9M	0.01%	—
20	Capital World Investors#20 · 339,018 sh	339,018	$141.3M	0.02%	0.0%
21	GOLDMAN SACHS GROUP#21 · 335,225 sh	335,225	$139.7M	0.01%	-40.4%
22	NORTHERN#22 · 333,627 sh	333,627	$139.0M	0.02%	+2.6%
23	Hamlin Capital Management#23 · 304,324 sh	304,324	$126.8M	—	-9.8%
24	CAPTRUST FINANCIAL ADVISORS#24 · 299,013 sh	299,013	$124.6M	0.19%	-9.6%
25	BANK OF AMERICA#25 · 286,256 sh	286,256	$119.3M	<0.01%	+19.5%
26	BAHL & GAYNOR#26 · 267,656 sh	267,656	$111.5M	0.51%	+2.2%
27	ENVESTNET ASSET MANAGEMENT#27 · 260,848 sh	260,848	$108.7M	0.03%	-10.8%
28	PRINCIPAL FINANCIAL GROUP#28 · 246,130 sh	246,130	$102.6M	0.05%	+41.0%
29	DIMENSIONAL FUND ADVISORS#29 · 245,542 sh	245,542	$101.6M	0.02%	+3.5%
30	Bank of New York Mellon#30 · 235,013 sh	235,013	$97.9M	0.02%	-6.7%
31	CALEDONIA INVESTMENTS PLC#31 · 232,927 sh	232,927	$97.1M	—	0.0%
32	VANGUARD FIDUCIARY#32 · 221,702 sh	221,702	$92.4M	0.02%	+2.3%
33	WELCH & FORBES#33 · 209,280 sh	209,280	$87.2M	1.06%	-0.3%
34	JPMORGAN CHASE#34 · 207,064 sh	207,064	$85.0M	<0.01%	+2.9%
35	BROWN BROTHERS HARRIMAN#35 · 203,204 sh	203,204	$84.7M	0.37%	-10.1%
36	Findlay Park Partners LLP#36 · 188,840 sh	188,840	$78.7M	1.06%	New
37	DONALDSON CAPITAL MANAGEMENT#37 · 166,210 sh	166,210	$69.3M	1.98%	+2.2%
38	AMERIPRISE FINANCIAL#38 · 160,683 sh	160,683	$67.0M	0.01%	+134.3%
39	BROWN ADVISORY#39 · 151,676 sh	151,676	$63.2M	0.10%	+47.4%
40	RENAISSANCE TECHNOLOGIES#40 · 151,160 sh	151,160	$63.0M	0.09%	-30.1%
41	ROYAL BANK OF CANADA#41 · 148,207 sh	148,207	$61.8M	<0.01%	+2.8%
42	Corient Private Wealth#42 · 144,919 sh	144,919	$60.4M	0.08%	+1.2%
43	Vantage Investment Partners#43 · 140,544 sh	140,544	$58.6M	3.58%	-18.2%
44	CITIGROUP#44 · 139,518 sh	139,518	$58.1M	0.02%	+63.3%
45	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#45 · 135,045 sh	135,045	$56.3M	0.01%	-9.8%
46	WELLINGTON MANAGEMENT GROUP LLP#46 · 132,056 sh	132,056	$55.0M	<0.01%	-5.8%
47	Epoch Investment Partners#47 · 131,903 sh	131,903	$55.0M	0.31%	-1.2%
48	Neuberger Berman Group#48 · 130,302 sh	130,302	$54.3M	0.04%	-0.1%
49	BENJAMIN EDWARDS#49 · 128,444 sh	128,444	$53.5M	0.49%	-9.5%
50	JACOBS LEVY EQUITY MANAGEMENT#50 · 123,775 sh	123,775	$51.6M	0.19%	-16.0%
51	CIBC Bancorp USA#51 · 121,392 sh	121,392	$50.6M	0.06%	-5.1%
52	RIVERBRIDGE PARTNERS#52 · 120,334 sh	120,334	$50.1M	1.40%	-8.7%
53	Baird Financial Group#53 · 112,909 sh	112,909	$47.1M	0.06%	-7.6%
54	RHUMBLINE ADVISERS#54 · 108,856 sh	108,856	$45.4M	0.03%	+1.6%
55	KING LUTHER CAPITAL MANAGEMENT#55 · 104,992 sh	104,992	$43.8M	0.18%	-1.0%
56	AEGON ASSET MANAGEMENT UK PLC#56 · 103,965 sh	103,965	$43.3M	0.46%	-16.9%
57	STIFEL FINANCIAL#57 · 103,164 sh	103,164	$43.0M	0.04%	-6.9%
58	Swiss National Bank#58 · 98,564 sh	98,564	$41.1M	0.02%	-3.8%
59	TWO SIGMA INVESTMENTS#59 · 95,682 sh	95,682	$39.9M	0.03%	-68.1%
60	Legal & General Group Plc#60 · 94,084 sh	94,084	$39.2M	<0.01%	-9.3%
61	DEUTSCHE BANK AG\#61 · 92,175 sh	92,175	$38.4M	0.01%	+44.3%
62	ANCHOR CAPITAL ADVISORS#62 · 91,748 sh	91,748	$38.2M	1.07%	+0.4%
63	Invesco Ltd.#63 · 90,437 sh	90,437	$37.7M	<0.01%	+19.9%
64	Swedbank AB#64 · 87,004 sh	87,004	$36.3M	0.03%	+49.5%
65	Conestoga Capital Advisors#65 · 80,975 sh	80,975	$33.7M	0.73%	-33.6%
66	HOWLAND CAPITAL MANAGEMENT#66 · 80,495 sh	80,495	$33.5M	—	-3.2%
67	FENIMORE ASSET MANAGEMENT#67 · 80,217 sh	80,217	$33.4M	—	-0.9%
68	DEARBORN PARTNERS#68 · 89,590 sh	89,590	$32.6M	1.76%	0.0%
69	DUDLEY & SHANLEY#69 · 78,012 sh	78,012	$32.5M	—	+40.1%
70	Wilkinson Global Asset Management#70 · 75,839 sh	75,839	$31.6M	2.51%	-2.9%
71	ALPS ADVISORS#71 · 71,021 sh	71,021	$29.6M	0.14%	-0.6%
72	AQR CAPITAL MANAGEMENT#72 · 71,378 sh	71,378	$29.6M	0.01%	+237.3%
73	CAPITAL ADVISORS#73 · 70,906 sh	70,906	$29.5M	0.43%	-0.3%
74	RMB Capital Management#74 · 69,438 sh	69,438	$28.9M	0.45%	+5.8%
75	Giverny Capital#75 · 65,975 sh	65,975	$27.5M	0.92%	New
76	Sumitomo Mitsui#76 · 65,931 sh	65,931	$27.5M	0.02%	-5.7%
77	AE Wealth Management#77 · 65,866 sh	65,866	$27.4M	0.13%	+6573.4%
78	Nuveen#78 · 64,442 sh	64,442	$26.9M	<0.01%	-14.4%
79	NATIXIS ADVISORS#79 · 64,009 sh	64,009	$26.7M	0.03%	+1.2%
80	Capital International#80 · 63,506 sh	63,506	$26.5M	0.19%	-0.1%
81	Gotham Asset Management#81 · 63,068 sh	63,068	$26.3M	0.06%	-0.8%
82	Russell Investments Group, Ltd.#82 · 59,266 sh	59,266	$24.7M	0.02%	+4.7%
83	JONES FINANCIAL COMPANIES LLLP#83 · 58,745 sh	58,745	$24.1M	<0.01%	+0.1%
84	GENEVA CAPITAL MANAGEMENT#84 · 57,428 sh	57,428	$23.9M	0.55%	-4.4%
85	Handelsbanken Fonder AB#85 · 52,480 sh	52,480	$21.9M	0.06%	-0.5%
86	Pembroke Management, LTD#86 · 50,664 sh	50,664	$21.1M	—	-2.3%
87	DDD Partners#87 · 50,426 sh	50,426	$21.0M	1.31%	-0.1%
88	FEDERATED HERMES#88 · 50,409 sh	50,409	$21.0M	0.03%	+13.5%
89	Vident Advisory#89 · 50,316 sh	50,316	$21.0M	0.15%	+2695.3%
90	Amundi#90 · 50,125 sh	50,125	$20.9M	<0.01%	+5.4%
91	HEARTLAND ADVISORS#91 · 49,860 sh	49,860	$20.8M	0.93%	-3.4%
92	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#92 · 49,260 sh	49,260	$20.5M	0.01%	+6.5%
93	NOMURA ASSET MANAGEMENT INTERNATIONAL#93 · 49,013 sh	49,013	$20.4M	0.03%	-14.7%
94	Retirement Systems of Alabama#94 · 48,351 sh	48,351	$20.1M	0.06%	-12.0%
95	Bridgewater Associates#95 · 47,897 sh	47,897	$20.0M	0.08%	New
96	Williams Jones Wealth Management#96 · 45,087 sh	45,087	$18.8M	0.21%	-2.0%
97	VICTORY CAPITAL MANAGEMENT#97 · 44,475 sh	44,475	$18.5M	0.01%	-4.5%
98	GRACE & WHITE#98 · 42,200 sh	42,200	$17.6M	—	0.0%
99	ALLIANCEBERNSTEIN L.P.#99 · 47,739 sh	47,739	$17.4M	<0.01%	-0.6%
100	FIFTH THIRD BANCORP#100 · 40,467 sh	40,467	$16.9M	0.03%	-14.9%

Funds that sold out of WSO in Q2 2026 (71)

Held WSO at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held WSO in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Junto Capital Management145,151 sh	145,151	$52.8M
SCHWARTZ INVESTMENT COUNSEL25,185 sh	25,185	$9.2M
HRT FINANCIAL23,461 sh	23,461	$8.5M
Motley Fool Wealth Management12,992 sh	12,992	$4.7M
AGF MANAGEMENT LTD9,685 sh	9,685	$3.5M
Verition Fund Management9,156 sh	9,156	$3.3M
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS8,750 sh	8,750	$3.2M
Tredje AP-fonden8,497 sh	8,497	$3.1M
WORLDQUANT MILLENNIUM ADVISORS6,418 sh	6,418	$2.3M
Atom Investors5,848 sh	5,848	$2.1M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP4,630 sh	4,630	$1.7M
Entropy Technologies3,947 sh	3,947	$1.4M
Jain Global3,363 sh	3,363	$1.2M
TradeLink Capital3,057 sh	3,057	$1.1M
CAXTON ASSOCIATES LLP2,810 sh	2,810	$1.0M
Delta Global Management2,745 sh	2,745	$998.6K
EQUITABLE2,613 sh	2,613	$950.6K
Nelson, Van Denburg & Campbell Wealth Management Group2,443 sh	2,443	$888.9K
INTECH INVESTMENT MANAGEMENT2,206 sh	2,206	$802.5K
Roundview Capital2,181 sh	2,181	$793.4K
Aquatic Capital Management2,086 sh	2,086	$758.9K
Quantbot Technologies1,943 sh	1,943	$706.8K
Alamea Verwaltungs GmbH1,789 sh	1,789	$650.8K
Y-Intercept (Hong Kong) Ltd1,620 sh	1,620	$589.3K
Golden State Equity Partners1,435 sh	1,435	$522.0K
Tyche Wealth Partners1,412 sh	1,412	$513.7K
TWO SIGMA SECURITIES1,214 sh	1,214	$441.6K
Patten Group1,134 sh	1,134	$412.5K
Freemont Management S.A.1,100 sh	1,100	$400.2K
Toroso Investments1,084 sh	1,084	$394.3K
Osmosis Investment Management UK Ltd1,004 sh	1,004	$365.2K
Point946 sh	946	$344.1K
Arkadios Wealth Advisors912 sh	912	$331.9K
Lombard Odier Asset Management (USA)886 sh	886	$322.3K
Legacy Capital Wealth Partners684 sh	684	$249.0K
ASR Vermogensbeheer N.V.683 sh	683	$248.4K
PAX Financial Group667 sh	667	$242.8K
Catalyst Funds Management Pty Ltd645 sh	645	$234.6K
Apella Capital539 sh	539	$231.9K
TruNorth Capital Management606 sh	606	$220.5K
PARADIGM ASSET MANAGEMENT600 sh	600	$218.3K
DV Trading600 sh	600	$218.3K
BOYAR ASSET MANAGEMENT583 sh	583	$212.1K
PRAXIS INVESTMENT MANAGEMENT574 sh	574	$209.0K
DC Investments Management567 sh	567	$206.3K
Navera Investment Management Ltd.379 sh	379	$137.8K
Root Financial Partners357 sh	357	$129.9K
FNY Investment Advisers200 sh	200	$72.0K
Western Wealth Management112 sh	112	$40.7K
RESOURCES MANAGEMENT /CT105 sh	105	$38.0K
ARMSTRONG ADVISORY GROUP65 sh	65	$23.6K
Manitou Investment Management Ltd.50 sh	50	$18.2K
Legacy Wealth Managment40 sh	40	$14.6K
DAGCO31 sh	31	$11.3K
TWIN PEAKS WEALTH ADVISORS28 sh	28	$10.2K
Meramec Financial Planners20 sh	20	$8.8K
MBM WEALTH CONSULTANTS16 sh	16	$5.8K
Sachetta15 sh	15	$5.5K
Kemnay Advisory Services14 sh	14	$5.1K
JNBA Financial Advisors10 sh	10	$3.6K
First Command Advisory Services10 sh	10	$3.6K
Sound Income Strategies9 sh	9	$3.4K
Philadelphia Investment Partners8 sh	8	$3.0K
Wall Street Financial Group7 sh	7	$2.5K
Annis Gardner Whiting Capital Advisors6 sh	6	$2.2K
Magnolia Wealth Management5 sh	5	$1.8K
Imprint Wealth4 sh	4	$1.5K
Aspect Partners4 sh	4	$1.5K
Scarborough Advisors3 sh	3	$1.2K
Vermillion Wealth Management3 sh	3	$1.1K
ALBION FINANCIAL GROUP1 sh	1	$364.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.