WATSCO INC (WSO) — Institutional Holders, Q2 2026 (page 4)
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 301 to 400. 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 301–400 of 793
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | INTREPID CAPITAL MANAGEMENT#301 · 4,254 sh | 4,254 | $1.8M | 0.63% | 0.0% |
| 302 | Daiwa Securities Group#302 · 4,164 sh | 4,164 | $1.7M | <0.01% | +3.7% |
| 303 | Concurrent Investment Advisors#303 · 4,131 sh | 4,131 | $1.7M | — | +8.7% |
| 304 | OP Asset Management Ltd#304 · 4,093 sh | 4,093 | $1.7M | 0.02% | +7.9% |
| 305 | Taylor Frigon Capital Management#305 · 4,088 sh | 4,088 | $1.7M | — | -0.8% |
| 306 | QUADRANT CAPITAL GROUP#306 · 3,978 sh | 3,978 | $1.7M | — | -49.9% |
| 307 | Pacer Advisors#307 · 3,957 sh | 3,957 | $1.6M | <0.01% | -4.6% |
| 308 | CHOREO#308 · 3,882 sh | 3,882 | $1.6M | 0.02% | -8.6% |
| 309 | SG Americas Securities#309 · 3,840 sh | 3,840 | $1.6M | <0.01% | -60.7% |
| 310 | Cambridge Investment Research Advisors#310 · 3,838 sh | 3,838 | $1.6M | <0.01% | -4.4% |
| 311 | Capital Investment Advisory Services#311 · 3,736 sh | 3,736 | $1.6M | 0.10% | 0.0% |
| 312 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#312 · 3,605 sh | 3,605 | $1.5M | <0.01% | 0.0% |
| 313 | MATTERN CAPITAL MANAGEMENT#313 · 3,594 sh | 3,594 | $1.5M | 0.17% | -0.6% |
| 314 | Equitable#314 · 3,577 sh | 3,577 | $1.5M | <0.01% | New |
| 315 | Federation des caisses Desjardins du Quebec#315 · 3,543 sh | 3,543 | $1.5M | <0.01% | +57.2% |
| 316 | ABN AMRO INVESTMENT SOLUTIONS#316 · 3,531 sh | 3,531 | $1.5M | — | -3.8% |
| 317 | Annandale Capital#317 · 3,516 sh | 3,516 | $1.5M | 0.20% | 0.0% |
| 318 | Union Bankshares#318 · 3,490 sh | 3,490 | $1.5M | 0.02% | 0.0% |
| 319 | State of Alaska, Department of Revenue#319 · 3,430 sh | 3,430 | $1.4M | — | -1.1% |
| 320 | Modern Wealth Management#320 · 3,373 sh | 3,373 | $1.4M | 0.02% | +238.3% |
| 321 | National Pension Service#321 · 3,362 sh | 3,362 | $1.4M | <0.01% | -37.5% |
| 322 | UMB Bank, n.a.#322 · 3,377 sh | 3,377 | $1.4M | 0.02% | -0.1% |
| 323 | Regents Gate Capital LLP#323 · 3,278 sh | 3,278 | $1.4M | 1.82% | New |
| 324 | Ensign Peak Advisors#324 · 3,209 sh | 3,209 | $1.3M | <0.01% | -71.4% |
| 325 | TCI Wealth Advisors#325 · 3,190 sh | 3,190 | $1.3M | 0.06% | +2.5% |
| 326 | SlateStone Wealth#326 · 3,170 sh | 3,170 | $1.3M | 0.10% | +2.5% |
| 327 | Alpha Omega Wealth Management#327 · 3,157 sh | 3,157 | $1.3M | — | -5.8% |
| 328 | Cresset Asset Management#328 · 3,152 sh | 3,152 | $1.3M | <0.01% | -1.2% |
| 329 | WCM INVESTMENT MANAGEMENT#329 · 3,184 sh | 3,184 | $1.3M | <0.01% | -26.8% |
| 330 | Tower Research Capital (TRC)#330 · 3,133 sh | 3,133 | $1.3M | 0.03% | +155.3% |
| 331 | Dai-ichi Life Insurance Company, Ltd#331 · 3,131 sh | 3,131 | $1.3M | 0.03% | New |
| 332 | CreativeOne Wealth#332 · 3,034 sh | 3,034 | $1.3M | 0.03% | +9.6% |
| 333 | Alliance Wealth Advisors#333 · 3,015 sh | 3,015 | $1.3M | 0.24% | -24.4% |
| 334 | Hennion & Walsh Asset Management#334 · 3,014 sh | 3,014 | $1.3M | — | -1.2% |
| 335 | PICTON MAHONEY ASSET MANAGEMENT#335 · 3,013 sh | 3,013 | $1.3M | <0.01% | New |
| 336 | Excelsior Advisor Network#336 · 3,005 sh | 3,005 | $1.3M | 0.16% | New |
| 337 | Integrated Wealth Concepts#337 · 3,000 sh | 3,000 | $1.3M | <0.01% | +98.3% |
| 338 | TOCQUEVILLE ASSET MANAGEMENT L.P.#338 · 3,000 sh | 3,000 | $1.3M | 0.02% | 0.0% |
| 339 | GW&K Investment Management#339 · 2,947 sh | 2,947 | $1.2M | <0.01% | -19.4% |
| 340 | Oak Thistle#340 · 2,905 sh | 2,905 | $1.2M | — | -34.4% |
| 341 | Envestnet Portfolio Solutions#341 · 2,837 sh | 2,837 | $1.2M | <0.01% | -0.3% |
| 342 | MML INVESTORS SERVICES#342 · 2,834 sh | 2,834 | $1.2M | <0.01% | +5.4% |
| 343 | ACCESS FINANCIAL SERVICES#343 · 2,804 sh | 2,804 | $1.2M | 0.38% | -1.4% |
| 344 | Man Group plc#344 · 2,775 sh | 2,775 | $1.2M | <0.01% | +61.7% |
| 345 | HANCOCK WHITNEY#345 · 2,745 sh | 2,745 | $1.1M | 0.02% | +42.7% |
| 346 | Chicago Capital#346 · 2,700 sh | 2,700 | $1.1M | — | -0.7% |
| 347 | Eurizon Capital SGR S.p.A.#347 · 2,673 sh | 2,673 | $1.1M | <0.01% | -32.5% |
| 348 | Gulf International Bank (UK) Ltd#348 · 2,665 sh | 2,665 | $1.1M | — | -2.6% |
| 349 | CIBC Asset Management#349 · 2,649 sh | 2,649 | $1.1M | <0.01% | +13.6% |
| 350 | M&T BANK#350 · 2,645 sh | 2,645 | $1.1M | <0.01% | +1.3% |
| 351 | Mirabaud Asset Management Ltd#351 · 2,647 sh | 2,647 | $1.1M | 0.90% | -31.3% |
| 352 | Jump Financial#352 · 2,520 sh | 2,520 | $1.1M | <0.01% | -64.4% |
| 353 | MAI Capital Management#353 · 2,475 sh | 2,475 | $1.0M | <0.01% | +37.4% |
| 354 | Saudi Central Bank#354 · 2,446 sh | 2,446 | $1.0M | 0.01% | +89.8% |
| 355 | Triad Investment Management#355 · 2,445 sh | 2,445 | $1.0M | — | -66.7% |
| 356 | Procyon Advisors#356 · 2,391 sh | 2,391 | $996.3K | — | -12.0% |
| 357 | BLALOCK WILLIAMS#357 · 2,332 sh | 2,332 | $971.8K | 0.63% | 0.0% |
| 358 | Coastal Bridge Advisors#358 · 2,319 sh | 2,319 | $966.4K | 0.06% | -11.3% |
| 359 | Steward Partners Investment Advisory#359 · 2,308 sh | 2,308 | $961.9K | <0.01% | -12.9% |
| 360 | SECURIAN ASSET MANAGEMENT#360 · 2,574 sh | 2,574 | $957.3K | 0.03% | 0.0% |
| 361 | WEALTH ALLIANCE#361 · 2,249 sh | 2,249 | $937.1K | 0.08% | +0.5% |
| 362 | Jupiter Topco#362 · 2,237 sh | 2,237 | $933.3K | <0.01% | — |
| 363 | MGO ONE SEVEN#363 · 2,229 sh | 2,229 | $928.8K | 0.02% | -7.5% |
| 364 | Citizens Business Bank#364 · 2,219 sh | 2,219 | $924.7K | 0.14% | +79.1% |
| 365 | Ethic#365 · 2,216 sh | 2,216 | $923.6K | 0.01% | -22.2% |
| 366 | Cranbrook Wealth Management#366 · 2,207 sh | 2,207 | $919.7K | 0.17% | -5.9% |
| 367 | Trueblood Wealth Management#367 · 2,198 sh | 2,198 | $916.0K | — | -1.7% |
| 368 | Freestone Grove Partners#368 · 2,195 sh | 2,195 | $914.7K | <0.01% | -90.6% |
| 369 | Intrinsic Value Partners#369 · 2,189 sh | 2,189 | $912.2K | 0.62% | +22.4% |
| 370 | Portside Wealth Group#370 · 2,171 sh | 2,171 | $904.5K | — | +1.5% |
| 371 | BHK Investment Advisors#371 · 2,160 sh | 2,160 | $900.0K | 0.27% | -5.8% |
| 372 | CRAWFORD INVESTMENT COUNSEL#372 · 2,145 sh | 2,145 | $893.9K | 0.01% | -4.1% |
| 373 | Centennial Wealth Advisory#373 · 2,019 sh | 2,019 | $841.4K | — | New |
| 374 | CHICAGO NA#374 · 2,007 sh | 2,007 | $836.4K | 0.12% | -36.3% |
| 375 | PRUDENTIAL FINANCIAL#375 · 2,005 sh | 2,005 | $835.5K | <0.01% | -4.8% |
| 376 | Woodline Partners#376 · 1,995 sh | 1,995 | $831.4K | <0.01% | +45.9% |
| 377 | GHP Investment Advisors#377 · 1,993 sh | 1,993 | $830.6K | — | -27.0% |
| 378 | NORDEN GROUP#378 · 1,971 sh | 1,971 | $821.0K | — | +13.5% |
| 379 | Beacon Pointe Advisors#379 · 1,961 sh | 1,961 | $815.3K | <0.01% | +27.7% |
| 380 | OMERS ADMINISTRATION#380 · 1,955 sh | 1,955 | $814.7K | <0.01% | +12.7% |
| 381 | HB Wealth Management#381 · 1,954 sh | 1,954 | $814.6K | — | +9.0% |
| 382 | GAMMA Investing#382 · 1,951 sh | 1,951 | $813.0K | — | +32.6% |
| 383 | Simplicity Wealth#383 · 1,951 sh | 1,951 | $813.0K | — | +42.1% |
| 384 | FIRST CITIZENS BANK#384 · 1,944 sh | 1,944 | $810.1K | — | -2.0% |
| 385 | CoreCap Advisors#385 · 1,926 sh | 1,926 | $802.7K | — | -11.2% |
| 386 | Cox Capital Mgt#386 · 1,925 sh | 1,925 | $802.2K | — | 0.0% |
| 387 | BOKF, NA#387 · 1,899 sh | 1,899 | $791.4K | 0.01% | -4.0% |
| 388 | HARVEY INVESTMENT#388 · 1,885 sh | 1,885 | $786.0K | — | +5.6% |
| 389 | Drucker Wealth 3.0#389 · 1,874 sh | 1,874 | $780.9K | 0.12% | -0.2% |
| 390 | Mount Yale Investment Advisors#390 · 1,855 sh | 1,855 | $773.1K | 0.01% | -12.0% |
| 391 | HARRELL INVESTMENT PARTNERS#391 · 1,842 sh | 1,842 | $767.7K | — | +10.4% |
| 392 | WoodTrust Financial#392 · 1,825 sh | 1,825 | $761.0K | — | 0.0% |
| 393 | Maryland State Retirement & Pension System#393 · 1,819 sh | 1,819 | $758.0K | 0.01% | 0.0% |
| 394 | Belpointe Asset Management#394 · 1,812 sh | 1,812 | $755.5K | 0.02% | -4.1% |
| 395 | Fifth Third Wealth Advisors#395 · 1,804 sh | 1,804 | $751.8K | — | +12.9% |
| 396 | SBI Okasan Asset Management Ltd.#396 · 1,800 sh | 1,800 | $739.1K | 0.02% | 0.0% |
| 397 | Boreal Capital Management#397 · 1,756 sh | 1,756 | $731.8K | 0.54% | 0.0% |
| 398 | Allianz Asset Management GmbH#398 · 1,929 sh | 1,929 | $730.8K | <0.01% | -0.5% |
| 399 | First Bank#399 · 1,739 sh | 1,739 | $724.7K | — | +38.9% |
| 400 | Knollwood Investment Advisory#400 · 1,722 sh | 1,722 | $717.6K | 0.06% | -31.7% |
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.