WATSCO INC (WSO) — Institutional Holders, Q2 2026 (page 3)
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 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
WSO 13F holders ranked 201–300 of 793
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | TUDOR INVESTMENT ET AL#201 · 12,083 sh | 12,083 | $5.0M | <0.01% | New |
| 202 | River Road Asset Management#202 · 12,034 sh | 12,034 | $5.0M | 0.06% | -24.3% |
| 203 | VAN ECK ASSOCIATES#203 · 11,875 sh | 11,875 | $4.9M | <0.01% | +76.5% |
| 204 | HSBC PLC#204 · 11,793 sh | 11,793 | $4.9M | <0.01% | +15.8% |
| 205 | NOMURA ASSET MANAGEMENT LTD#205 · 11,756 sh | 11,756 | $4.9M | 0.01% | -0.8% |
| 206 | COMMONWEALTH EQUITY SERVICES#206 · 11,663 sh | 11,663 | $4.9M | <0.01% | +1.6% |
| 207 | State of Tennessee, Treasury Department#207 · 11,527 sh | 11,527 | $4.8M | 0.01% | -1.8% |
| 208 | CARDEROCK CAPITAL MANAGEMENT#208 · 11,519 sh | 11,519 | $4.8M | — | +215.6% |
| 209 | State of New Jersey Common Pension Fund D#209 · 11,516 sh | 11,516 | $4.8M | 0.02% | 0.0% |
| 210 | Elo Mutual Pension Insurance#210 · 11,470 sh | 11,470 | $4.8M | 0.06% | New |
| 211 | ALERUS FINANCIAL NA#211 · 11,460 sh | 11,460 | $4.8M | 0.21% | -4.0% |
| 212 | US BANCORP \DE\#212 · 11,375 sh | 11,375 | $4.7M | <0.01% | -2.2% |
| 213 | BANK OF MONTREAL#213 · 11,106 sh | 11,106 | $4.6M | <0.01% | -0.2% |
| 214 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#214 · 10,699 sh | 10,699 | $4.5M | 0.01% | -2.5% |
| 215 | FIDUCIARY#215 · 10,600 sh | 10,600 | $4.4M | 0.05% | 0.0% |
| 216 | CENTAURUS FINANCIAL#216 · 10,587 sh | 10,587 | $4.4M | 0.19% | +2.1% |
| 217 | Louisiana State Employees Retirement System#217 · 10,200 sh | 10,200 | $4.3M | — | +1.0% |
| 218 | Resona Asset Management ,Ltd.#218 · 10,204 sh | 10,204 | $4.2M | 0.02% | -11.8% |
| 219 | YOUSIF CAPITAL MANAGEMENT#219 · 10,127 sh | 10,127 | $4.2M | — | -5.7% |
| 220 | D.A. DAVIDSON#220 · 10,071 sh | 10,071 | $4.2M | 0.02% | +2.6% |
| 221 | HighTower Advisors#221 · 10,067 sh | 10,067 | $4.2M | <0.01% | -4.8% |
| 222 | Arizona State Retirement System#222 · 10,019 sh | 10,019 | $4.2M | 0.02% | +5.6% |
| 223 | Mn Services Vermogensbeheer B.V.#223 · 9,975 sh | 9,975 | $4.2M | — | -24.3% |
| 224 | TD PRIVATE CLIENT WEALTH#224 · 9,818 sh | 9,818 | $4.1M | 0.08% | -8.9% |
| 225 | WESTFIELD CAPITAL MANAGEMENT#225 · 9,807 sh | 9,807 | $4.1M | 0.01% | -0.2% |
| 226 | Marks Group Wealth Management#226 · 9,803 sh | 9,803 | $4.1M | 0.36% | -39.5% |
| 227 | Pathstone#227 · 9,712 sh | 9,712 | $4.0M | 0.01% | +1.9% |
| 228 | DnB Asset Management AS#228 · 9,666 sh | 9,666 | $4.0M | 0.01% | -8.0% |
| 229 | Monte Financial Group#229 · 12,461 sh | 12,461 | $3.9M | 1.23% | +6.4% |
| 230 | Vestmark Advisory Solutions#230 · 9,072 sh | 9,072 | $3.8M | 0.04% | -23.3% |
| 231 | Cerity Partners#231 · 9,020 sh | 9,020 | $3.8M | <0.01% | +31.5% |
| 232 | IFM Investors Pty Ltd#232 · 8,857 sh | 8,857 | $3.7M | — | +18.7% |
| 233 | Zurcher Kantonalbank (Zurich Cantonalbank)#233 · 8,727 sh | 8,727 | $3.6M | <0.01% | -33.6% |
| 234 | LEVEL FOUR ADVISORY SERVICES#234 · 8,629 sh | 8,629 | $3.6M | 0.10% | +3.0% |
| 235 | GUGGENHEIM CAPITAL#235 · 8,622 sh | 8,622 | $3.6M | 0.02% | -9.1% |
| 236 | Universal- Beteiligungs- und Servicegesellschaft mbH#236 · 8,537 sh | 8,537 | $3.6M | <0.01% | -28.3% |
| 237 | MILLENNIUM MANAGEMENT#237 · 8,512 sh | 8,512 | $3.5M | <0.01% | -81.8% |
| 238 | CREDIT AGRICOLE S A#238 · 8,436 sh | 8,436 | $3.5M | <0.01% | +4.2% |
| 239 | CAMBIAR INVESTORS#239 · 8,319 sh | 8,319 | $3.5M | 0.15% | -9.1% |
| 240 | STATE TREASURER STATE OF MICHIGAN#240 · 8,183 sh | 8,183 | $3.4M | — | -2.4% |
| 241 | NewEdge Wealth#241 · 8,143 sh | 8,143 | $3.4M | 0.03% | -13.4% |
| 242 | Apollon Wealth Management#242 · 8,115 sh | 8,115 | $3.4M | — | +1028.7% |
| 243 | Rockefeller Capital Management L.P.#243 · 8,040 sh | 8,040 | $3.4M | <0.01% | +20.8% |
| 244 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY#244 · 7,874 sh | 7,874 | $3.3M | 0.04% | +0.6% |
| 245 | Prosperity Consulting Group#245 · 7,818 sh | 7,818 | $3.3M | 0.12% | -3.5% |
| 246 | Lansforsakringar Fondforvaltning AB (publ)#246 · 7,815 sh | 7,815 | $3.3M | 0.01% | New |
| 247 | Prospect Capital Advisors#247 · 7,810 sh | 7,810 | $3.3M | 1.48% | 0.0% |
| 248 | THRIVENT FINANCIAL FOR LUTHERANS#248 · 7,773 sh | 7,773 | $3.2M | <0.01% | -1.2% |
| 249 | Advisors Asset Management#249 · 7,477 sh | 7,477 | $3.1M | 0.05% | -6.3% |
| 250 | Swiss Life Asset Management Ltd#250 · 7,379 sh | 7,379 | $3.1M | 0.01% | -7.0% |
| 251 | Orion Porfolio Solutions#251 · 7,317 sh | 7,317 | $3.0M | 0.02% | -5.9% |
| 252 | Applied Capital#252 · 7,295 sh | 7,295 | $3.0M | — | 0.0% |
| 253 | Inspire Investing#253 · 7,228 sh | 7,228 | $3.0M | — | +48.8% |
| 254 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND#254 · 7,195 sh | 7,195 | $3.0M | 0.03% | +1.2% |
| 255 | Sanctuary Advisors#255 · 7,184 sh | 7,184 | $3.0M | 0.01% | -6.1% |
| 256 | MIDDLETON#256 · 7,127 sh | 7,127 | $3.0M | — | -2.9% |
| 257 | NEW MEXICO EDUCATIONAL RETIREMENT BOARD#257 · 7,118 sh | 7,118 | $3.0M | 0.07% | 0.0% |
| 258 | SEB Asset Management AB#258 · 7,074 sh | 7,074 | $2.9M | 0.01% | +1.2% |
| 259 | Hosking Partners LLP#259 · 6,979 sh | 6,979 | $2.9M | — | -1.6% |
| 260 | Atria Investments#260 · 6,738 sh | 6,738 | $2.8M | — | -17.2% |
| 261 | Numerai GP#261 · 6,732 sh | 6,732 | $2.8M | 0.23% | -6.4% |
| 262 | MERCER GLOBAL ADVISORS#262 · 6,624 sh | 6,624 | $2.8M | <0.01% | +90.6% |
| 263 | GABELLI FUNDS#263 · 7,800 sh | 7,800 | $2.7M | 0.02% | 0.0% |
| 264 | 2Xideas AG#264 · 6,519 sh | 6,519 | $2.7M | 1.17% | +103.5% |
| 265 | OSAIC#265 · 6,434 sh | 6,434 | $2.7M | <0.01% | +7.2% |
| 266 | XPONANCE#266 · 6,437 sh | 6,437 | $2.7M | 0.02% | +0.4% |
| 267 | Ameritas Investment Partners#267 · 6,434 sh | 6,434 | $2.7M | 0.07% | 0.0% |
| 268 | Freedom Day Solutions#268 · 6,383 sh | 6,383 | $2.7M | — | -0.8% |
| 269 | Callan Family Office#269 · 6,284 sh | 6,284 | $2.6M | 0.05% | -2.3% |
| 270 | VOYA INVESTMENT MANAGEMENT#270 · 6,210 sh | 6,210 | $2.6M | <0.01% | +1.7% |
| 271 | UNITED CAPITAL FINANCIAL ADVISORS#271 · 6,041 sh | 6,041 | $2.5M | 0.01% | -47.3% |
| 272 | KBC Group NV#272 · 6,011 sh | 6,011 | $2.5M | — | +38.8% |
| 273 | RFG Advisory#273 · 6,006 sh | 6,006 | $2.5M | 0.04% | +3.9% |
| 274 | COLDSTREAM CAPITAL MANAGEMENT#274 · 5,980 sh | 5,980 | $2.5M | 0.03% | -2.4% |
| 275 | Graham Capital Management, L.P.#275 · 5,974 sh | 5,974 | $2.5M | 0.05% | +286.2% |
| 276 | Birch Capital Management#276 · 5,939 sh | 5,939 | $2.5M | 1.21% | +16.4% |
| 277 | APPLETON PARTNERS#277 · 5,844 sh | 5,844 | $2.4M | 0.15% | -2.2% |
| 278 | REGIONS FINANCIAL#278 · 5,761 sh | 5,761 | $2.4M | 0.01% | -1.4% |
| 279 | Employees Retirement System of Texas#279 · 5,718 sh | 5,718 | $2.4M | 0.02% | -94.7% |
| 280 | Focus Partners Wealth#280 · 5,683 sh | 5,683 | $2.4M | <0.01% | +4.7% |
| 281 | BRIDGES INVESTMENT MANAGEMENT#281 · 5,580 sh | 5,580 | $2.3M | 0.03% | +0.4% |
| 282 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C.#282 · 5,463 sh | 5,463 | $2.3M | 0.15% | -47.0% |
| 283 | MATHER GROUP#283 · 5,340 sh | 5,340 | $2.2M | — | +2211.7% |
| 284 | Utah Retirement Systems#284 · 5,321 sh | 5,321 | $2.2M | 0.02% | -6.8% |
| 285 | O'SHAUGHNESSY ASSET MANAGEMENT#285 · 5,314 sh | 5,314 | $2.2M | 0.01% | +0.8% |
| 286 | Voleon Capital Management#286 · 5,295 sh | 5,295 | $2.2M | 0.04% | -53.1% |
| 287 | Summit Trail Advisors#287 · 5,158 sh | 5,158 | $2.1M | 0.03% | +6.5% |
| 288 | BRITISH COLUMBIA INVESTMENT MANAGEMENT#288 · 5,150 sh | 5,150 | $2.1M | 0.01% | +7.0% |
| 289 | Ilmarinen Mutual Pension Insurance#289 · 5,096 sh | 5,096 | $2.1M | 0.01% | 0.0% |
| 290 | Barbara Oil#290 · 5,000 sh | 5,000 | $2.1M | 0.69% | 0.0% |
| 291 | TORONTO DOMINION BANK#291 · 4,914 sh | 4,914 | $2.0M | <0.01% | +6.2% |
| 292 | ALLSTATE#292 · 4,867 sh | 4,867 | $2.0M | 0.02% | -0.1% |
| 293 | NISSAY ASSET MANAGEMENT /JAPAN#293 · 4,804 sh | 4,804 | $2.0M | <0.01% | +2.6% |
| 294 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT#294 · 4,756 sh | 4,756 | $2.0M | — | +11.4% |
| 295 | UNIVEST FINANCIAL#295 · 4,601 sh | 4,601 | $1.9M | 0.09% | +1.4% |
| 296 | 1834 INVESTMENT ADVISORS#296 · 4,563 sh | 4,563 | $1.9M | — | New |
| 297 | Investment Management of Ontario#297 · 4,551 sh | 4,551 | $1.9M | 0.02% | +81.0% |
| 298 | Vanguard Personalized Indexing Management#298 · 4,524 sh | 4,524 | $1.9M | 0.02% | +0.3% |
| 299 | FAS Wealth Partners#299 · 4,405 sh | 4,405 | $1.8M | 0.10% | +0.8% |
| 300 | Schonfeld Strategic Advisors#300 · 4,381 sh | 4,381 | $1.8M | <0.01% | New |
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.