WATSCO INC (WSO) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. 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 401–500 of 793
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | HANTZ FINANCIAL SERVICES#401 · 1,697 sh | 1,697 | $707.0K | <0.01% | +8.9% |
| 402 | RWA WEALTH PARTNERS#402 · 1,687 sh | 1,687 | $703.1K | <0.01% | 0.0% |
| 403 | Capital Analysts#403 · 1,659 sh | 1,659 | $692.0K | 0.02% | -16.6% |
| 404 | Crossmark Global#404 · 1,644 sh | 1,644 | $685.3K | — | -22.2% |
| 405 | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT#405 · 1,643 sh | 1,643 | $684.8K | — | +3.1% |
| 406 | NORTHBRIDGE FINANCIAL GROUP#406 · 1,630 sh | 1,630 | $679.1K | 0.26% | -17.9% |
| 407 | Trexquant Investment#407 · 1,629 sh | 1,629 | $678.9K | <0.01% | New |
| 408 | NBC SECURITIES#408 · 1,623 sh | 1,623 | $676.4K | — | +0.8% |
| 409 | PARK AVENUE SECURITIES#409 · 1,585 sh | 1,585 | $661.0K | — | -7.5% |
| 410 | NATIONAL BANK OF CANADA#410 · 1,583 sh | 1,583 | $660.8K | <0.01% | +10.0% |
| 411 | Sequoia Financial Advisors#411 · 1,536 sh | 1,536 | $640.0K | <0.01% | -27.2% |
| 412 | NewEdge Advisors#412 · 1,536 sh | 1,536 | $639.9K | <0.01% | New |
| 413 | PERRYMAN FINANCIAL ADVISORY#413 · 1,535 sh | 1,535 | $639.7K | — | New |
| 414 | Diversify Advisory Services#414 · 1,754 sh | 1,754 | $639.0K | — | New |
| 415 | DIVERSIFY WEALTH MANAGEMENT#415 · 1,754 sh | 1,754 | $639.0K | — | -1.2% |
| 416 | MOODY LYNN & LIEBERSON#416 · 1,529 sh | 1,529 | $637.2K | — | +1.3% |
| 417 | Farther Finance Advisors#417 · 1,527 sh | 1,527 | $635.7K | — | -2.8% |
| 418 | Virtu Financial#418 · 1,521 sh | 1,521 | $634.0K | 0.02% | -49.0% |
| 419 | SCHRODER INVESTMENT MANAGEMENT GROUP#419 · 1,519 sh | 1,519 | $633.0K | <0.01% | +17.4% |
| 420 | Centennial Bank#420 · 1,518 sh | 1,518 | $632.6K | 0.20% | 0.0% |
| 421 | PRUDENTIAL PLC#421 · 1,511 sh | 1,511 | $629.7K | <0.01% | 0.0% |
| 422 | MASSACHUSETTS FINANCIAL SERVICES#422 · 1,508 sh | 1,508 | $628.4K | <0.01% | -2.6% |
| 423 | Meiji Yasuda Asset Management Ltd.#423 · 1,499 sh | 1,499 | $624.7K | 0.03% | -0.7% |
| 424 | Merit Financial Group#424 · 1,498 sh | 1,498 | $624.2K | <0.01% | +9.1% |
| 425 | WEBSTER BANK, N. A.#425 · 1,493 sh | 1,493 | $622.2K | 0.05% | 0.0% |
| 426 | Koshinski Asset Management#426 · 1,459 sh | 1,459 | $608.1K | 0.03% | -4.2% |
| 427 | LGT Group Foundation#427 · 1,447 sh | 1,447 | $603.0K | <0.01% | -3.5% |
| 428 | JANE STREET GROUP#428 · 1,445 sh | 1,445 | $602.2K | 0.00% | +75.2% |
| 429 | Fideuram Asset Management (Ireland) dac#429 · 1,525 sh | 1,525 | $596.7K | 0.01% | New |
| 430 | EASTERN BANK#430 · 1,408 sh | 1,408 | $586.8K | — | -39.2% |
| 431 | EVERGREEN CAPITAL MANAGEMENT#431 · 1,384 sh | 1,384 | $576.8K | — | +3.3% |
| 432 | ProShare Advisors#432 · 1,381 sh | 1,381 | $575.5K | <0.01% | -1.4% |
| 433 | Pinnacle Wealth Planning Services#433 · 1,375 sh | 1,375 | $573.0K | 0.05% | -15.2% |
| 434 | Park Place Capital#434 · 1,362 sh | 1,362 | $567.6K | 0.09% | 0.0% |
| 435 | ICW Investment Advisors#435 · 1,346 sh | 1,346 | $561.1K | 0.20% | +0.2% |
| 436 | Baker Avenue Asset Management#436 · 1,338 sh | 1,338 | $557.6K | 0.01% | -0.1% |
| 437 | RITHOLTZ WEALTH MANAGEMENT#437 · 1,328 sh | 1,328 | $553.4K | <0.01% | +0.6% |
| 438 | Phillips Wealth Planners#438 · 1,407 sh | 1,407 | $547.9K | 0.40% | +4.8% |
| 439 | Unified Investment Management#439 · 1,312 sh | 1,312 | $546.8K | — | 0.0% |
| 440 | E. Ohman J:or Asset Management AB#440 · 1,305 sh | 1,305 | $543.8K | — | 0.0% |
| 441 | TRED AVON FAMILY WEALTH#441 · 1,300 sh | 1,300 | $541.7K | — | -0.9% |
| 442 | ADVOCATE GROUP#442 · 1,292 sh | 1,292 | $538.4K | — | -6.6% |
| 443 | Stonehage Fleming Financial Services Ltd#443 · 1,289 sh | 1,289 | $537.2K | 0.02% | New |
| 444 | CARY STREET PARTNERS FINANCIAL#444 · 1,282 sh | 1,282 | $534.2K | 0.01% | +34.1% |
| 445 | Hilltop#445 · 1,262 sh | 1,262 | $525.9K | 0.04% | -11.3% |
| 446 | Generali Asset Management SPA SGR#446 · 1,255 sh | 1,255 | $523.0K | — | New |
| 447 | Havemeyer Place#447 · 1,232 sh | 1,232 | $513.4K | 0.05% | -78.2% |
| 448 | JOHNSON INVESTMENT COUNSEL#448 · 1,229 sh | 1,229 | $512.2K | <0.01% | 0.0% |
| 449 | CITIZENS FINANCIAL GROUP#449 · 1,216 sh | 1,216 | $506.9K | — | +37.6% |
| 450 | Davidson Kahn Capital Management#450 · 1,199 sh | 1,199 | $499.5K | — | -7.2% |
| 451 | Tudor Financial#451 · 1,195 sh | 1,195 | $498.0K | 0.22% | -58.9% |
| 452 | QRG CAPITAL MANAGEMENT#452 · 1,188 sh | 1,188 | $495.1K | <0.01% | +8.8% |
| 453 | Voya Financial Advisors#453 · 1,202 sh | 1,202 | $493.5K | 0.04% | -15.6% |
| 454 | Significant Wealth Partners#454 · 1,171 sh | 1,171 | $488.0K | 0.53% | +1.5% |
| 455 | J. Safra Sarasin Holding AG#455 · 1,171 sh | 1,171 | $487.9K | — | New |
| 456 | GATEWAY INVESTMENT ADVISERS#456 · 1,169 sh | 1,169 | $487.2K | — | -80.1% |
| 457 | Modera Wealth Management#457 · 1,162 sh | 1,162 | $484.2K | <0.01% | 0.0% |
| 458 | CERTIOR FINANCIAL GROUP#458 · 1,159 sh | 1,159 | $482.9K | — | +3.9% |
| 459 | Avidian Wealth Solutions#459 · 1,159 sh | 1,159 | $482.8K | — | -12.8% |
| 460 | MACQUARIE GROUP LTD#460 · 1,149 sh | 1,149 | $478.8K | <0.01% | -17.0% |
| 461 | TD Waterhouse Canada#461 · 1,170 sh | 1,170 | $476.7K | — | -1.0% |
| 462 | International Private Wealth Advisors#462 · 1,137 sh | 1,137 | $474.0K | 0.24% | New |
| 463 | PARSONS CAPITAL MANAGEMENT#463 · 1,136 sh | 1,136 | $473.4K | 0.02% | 0.0% |
| 464 | SRS Capital Advisors#464 · 1,133 sh | 1,133 | $472.3K | <0.01% | +360.6% |
| 465 | SHELTON CAPITAL MANAGEMENT#465 · 1,130 sh | 1,130 | $470.9K | <0.01% | -2.9% |
| 466 | Texas Yale Capital#466 · 1,117 sh | 1,117 | $465.5K | 0.01% | +7.2% |
| 467 | Clearstead Advisors#467 · 1,090 sh | 1,090 | $454.2K | <0.01% | +2694.9% |
| 468 | Parkside Financial Bank#468 · 1,088 sh | 1,088 | $453.4K | — | +96.0% |
| 469 | ASSETMARK#469 · 1,087 sh | 1,087 | $453.2K | — | -2.5% |
| 470 | Vise Technologies#470 · 1,087 sh | 1,087 | $452.8K | <0.01% | +12.9% |
| 471 | Verity & Verity#471 · 1,086 sh | 1,086 | $452.4K | — | -6.0% |
| 472 | Mutual Advisors#472 · 1,062 sh | 1,062 | $442.5K | <0.01% | -8.3% |
| 473 | INCEPTIONR#473 · 1,061 sh | 1,061 | $442.2K | 0.11% | -69.1% |
| 474 | Baker Ellis Asset Management#474 · 1,059 sh | 1,059 | $441.3K | — | 0.0% |
| 475 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#475 · 1,059 sh | 1,059 | $441.3K | 0.00% | -95.8% |
| 476 | GREENLEAF#476 · 1,051 sh | 1,051 | $438.0K | <0.01% | -0.5% |
| 477 | Sterling Capital Management#477 · 1,051 sh | 1,051 | $438.0K | — | -10.0% |
| 478 | Compass Ion Advisors#478 · 1,045 sh | 1,045 | $435.4K | — | +0.5% |
| 479 | North Dakota State Investment Board#479 · 1,035 sh | 1,035 | $431.3K | 0.02% | +1.8% |
| 480 | 71 West Capital Partners#480 · 1,030 sh | 1,030 | $429.2K | 0.01% | 0.0% |
| 481 | Gibbs Wealth Management#481 · 1,020 sh | 1,020 | $425.1K | — | +14.5% |
| 482 | Advisor OS#482 · 1,020 sh | 1,020 | $424.9K | 0.03% | -23.3% |
| 483 | PensionDanmark Pensionsforsikringsaktieselskab#483 · 1,010 sh | 1,010 | $420.9K | — | 0.0% |
| 484 | Empowered Funds#484 · 1,008 sh | 1,008 | $420.1K | <0.01% | -18.6% |
| 485 | Argent#485 · 1,003 sh | 1,003 | $418.0K | 0.01% | 0.0% |
| 486 | NICOLET BANKSHARES#486 · 1,047 sh | 1,047 | $417.9K | 0.01% | -21.0% |
| 487 | TOMPKINS FINANCIAL#487 · 1,000 sh | 1,000 | $416.7K | — | 0.0% |
| 488 | PARK NATIONAL#488 · 996 sh | 996 | $415.1K | — | -2.3% |
| 489 | OSTRUM ASSET MANAGEMENT#489 · 973 sh | 973 | $405.5K | 0.02% | 0.0% |
| 490 | CULLEN/FROST BANKERS#490 · 966 sh | 966 | $402.6K | <0.01% | +16.2% |
| 491 | Impact Partnership Wealth#491 · 963 sh | 963 | $401.2K | 0.04% | +71.4% |
| 492 | BI Asset Management Fondsmaeglerselskab A/S#492 · 963 sh | 963 | $401.0K | — | -71.7% |
| 493 | Autumn Glory Partners#493 · 950 sh | 950 | $395.9K | — | 0.0% |
| 494 | Parallel Advisors#494 · 948 sh | 948 | $395.1K | <0.01% | -0.6% |
| 495 | Private Advisor Group#495 · 945 sh | 945 | $394.0K | <0.01% | +6.1% |
| 496 | SANDLER CAPITAL MANAGEMENT#496 · 937 sh | 937 | $390.5K | 0.19% | New |
| 497 | IMC-Chicago#497 · 937 sh | 937 | $390.5K | <0.01% | New |
| 498 | Farringdon Capital, Ltd.#498 · 935 sh | 935 | $389.6K | 0.19% | New |
| 499 | MONETA GROUP INVESTMENT ADVISORS#499 · 919 sh | 919 | $383.1K | <0.01% | -17.9% |
| 500 | ADELL HARRIMAN & CARPENTER#500 · 913 sh | 913 | $380.5K | 0.02% | 0.0% |
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.