WATSCO INC (WSO) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 793
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | SIMON QUICK ADVISORS#501 · 913 sh | 913 | $380.5K | — | -1.1% |
| 502 | Savant Capital#502 · 963 sh | 963 | $379.8K | <0.01% | New |
| 503 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#503 · 903 sh | 903 | $376.2K | <0.01% | -19.2% |
| 504 | LVW Advisors#504 · 900 sh | 900 | $375.1K | — | -22.4% |
| 505 | STEPHENS#505 · 897 sh | 897 | $373.8K | <0.01% | +11.3% |
| 506 | SPINNAKER#506 · 890 sh | 890 | $370.9K | 0.02% | New |
| 507 | Quantum Private Wealth#507 · 890 sh | 890 | $370.7K | — | -14.3% |
| 508 | K.J. Harrison & Partners#508 · 880 sh | 880 | $366.7K | 0.05% | -3.3% |
| 509 | Texas Bank#509 · 875 sh | 875 | $364.6K | 0.12% | 0.0% |
| 510 | Penserra Capital Management#510 · 875 sh | 875 | $363.0K | <0.01% | -11.3% |
| 511 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#511 · 888 sh | 888 | $362.0K | 0.02% | -4.6% |
| 512 | Pine Valley Investments Ltd Liability#512 · 868 sh | 868 | $361.7K | 0.01% | 0.0% |
| 513 | Lido Advisors#513 · 866 sh | 866 | $361.3K | <0.01% | -6.5% |
| 514 | EAGLE GLOBAL ADVISORS#514 · 865 sh | 865 | $360.6K | 0.01% | +47.6% |
| 515 | Allspring Global Investments#515 · 879 sh | 879 | $358.3K | <0.01% | +1.6% |
| 516 | Ballentine Partners#516 · 859 sh | 859 | $358.0K | <0.01% | -16.5% |
| 517 | KESTRA PRIVATE WEALTH SERVICES#517 · 843 sh | 843 | $351.3K | <0.01% | -5.8% |
| 518 | UniSuper Management Pty Ltd#518 · 838 sh | 838 | $349.2K | — | +39.7% |
| 519 | BOSTON FAMILY OFFICE#519 · 835 sh | 835 | $348.0K | 0.02% | 0.0% |
| 520 | B. Metzler seel. Sohn & AG#520 · 812 sh | 812 | $338.4K | <0.01% | +10.3% |
| 521 | FOSTER DYKEMA CABOT & PARTNERS#521 · 810 sh | 810 | $337.6K | 0.02% | 0.0% |
| 522 | BankPlus Department#522 · 801 sh | 801 | $333.8K | 0.08% | -5.5% |
| 523 | AXXCESS WEALTH MANAGEMENT#523 · 800 sh | 800 | $333.4K | — | New |
| 524 | MassMutual Private Wealth & , FSB#524 · 787 sh | 787 | $328.0K | — | -3.9% |
| 525 | JTC Employer Solutions Trusteee Ltd#525 · 780 sh | 780 | $325.0K | 0.03% | 0.0% |
| 526 | V-Square Quantitative Management#526 · 778 sh | 778 | $324.2K | — | +65.2% |
| 527 | Dorsey & Whitney#527 · 776 sh | 776 | $323.3K | 0.02% | -1.0% |
| 528 | BURNEY#528 · 767 sh | 767 | $319.6K | — | -7.8% |
| 529 | AlphaCore Capital#529 · 761 sh | 761 | $317.1K | <0.01% | New |
| 530 | Heartwood Wealth Advisors#530 · 761 sh | 761 | $317.1K | — | 0.0% |
| 531 | Oslo Pensjonsforsikring AS#531 · 760 sh | 760 | $316.7K | — | +29.5% |
| 532 | Pekao Towarzystwo Funduszy Inwestycyjnych S.A.#532 · 752 sh | 752 | $313.4K | 0.20% | 0.0% |
| 533 | Frec Markets#533 · 744 sh | 744 | $310.0K | 0.03% | New |
| 534 | STRS OHIO#534 · 737 sh | 737 | $307.1K | <0.01% | -11.4% |
| 535 | Taylor Hoffman Capital Management#535 · 731 sh | 731 | $304.6K | 0.07% | 0.0% |
| 536 | Vestcor#536 · 727 sh | 727 | $303.0K | <0.01% | 0.0% |
| 537 | Axxion S.A.#537 · 723 sh | 723 | $301.3K | — | — |
| 538 | IFP Advisors#538 · 722 sh | 722 | $300.9K | — | -7.3% |
| 539 | ARGONAUTICA PRIVATE WEALTH MANAGEMENT#539 · 716 sh | 716 | $298.5K | 0.07% | +8.2% |
| 540 | Dakota Wealth Management#540 · 710 sh | 710 | $295.7K | <0.01% | +0.6% |
| 541 | Sound View Wealth Advisors Group#541 · 698 sh | 698 | $290.9K | 0.02% | -1.6% |
| 542 | GROESBECK INVESTMENT MANAGEMENT#542 · 697 sh | 697 | $290.0K | — | 0.0% |
| 543 | Walleye Trading#543 · 692 sh | 692 | $288.4K | <0.01% | +223.4% |
| 544 | Somerset#544 · 680 sh | 680 | $283.4K | — | -0.6% |
| 545 | iSAM Funds (UK) Ltd#545 · 680 sh | 680 | $283.4K | 0.20% | New |
| 546 | MOSAIC FAMILY WEALTH PARTNERS#546 · 680 sh | 680 | $283.4K | 0.02% | New |
| 547 | INTRUST BANK NA#547 · 675 sh | 675 | $281.3K | 0.02% | -4.0% |
| 548 | Thrive Wealth Management#548 · 673 sh | 673 | $280.5K | — | -0.4% |
| 549 | Whetstone Capital Advisors#549 · 668 sh | 668 | $278.4K | 0.07% | 0.0% |
| 550 | Valeo Financial Advisors#550 · 667 sh | 667 | $278.0K | — | -2.8% |
| 551 | Roehl & Yi Investment Advisors#551 · 665 sh | 665 | $277.1K | 0.09% | -2.2% |
| 552 | Trivium Point Advisory#552 · 655 sh | 655 | $273.0K | 0.02% | +0.5% |
| 553 | PROFUND ADVISORS#553 · 654 sh | 654 | $272.5K | <0.01% | +3.2% |
| 554 | Guardian Partners#554 · 654 sh | 654 | $272.5K | — | -7.6% |
| 555 | Aristotle Capital Management#555 · 650 sh | 650 | $270.9K | <0.01% | New |
| 556 | Checchi Capital Advisers#556 · 649 sh | 649 | $270.5K | 0.01% | +2.0% |
| 557 | Smartleaf Asset Management#557 · 656 sh | 656 | $269.6K | <0.01% | 0.0% |
| 558 | FourThought Financial Partners#558 · 636 sh | 636 | $265.1K | 0.02% | +0.2% |
| 559 | RiverFront Investment Group#559 · 625 sh | 625 | $260.5K | <0.01% | +2.5% |
| 560 | Laird Norton Wetherby Company#560 · 625 sh | 625 | $260.4K | <0.01% | +6.1% |
| 561 | Fisher Asset Management#561 · 620 sh | 620 | $258.7K | <0.01% | -7.0% |
| 562 | Bayforest Capital Ltd#562 · 620 sh | 620 | $258.4K | 0.24% | New |
| 563 | Semanteon Capital Management#563 · 619 sh | 619 | $258.0K | 1.16% | New |
| 564 | Venture Visionary Partners#564 · 616 sh | 616 | $256.7K | — | -37.5% |
| 565 | 111 Capital#565 · 612 sh | 612 | $255.0K | 0.04% | New |
| 566 | Advisory Services Network#566 · 610 sh | 610 | $254.2K | <0.01% | -11.5% |
| 567 | CARY STREET PARTNERS INVESTMENT ADVISORY#567 · 610 sh | 610 | $254.0K | 0.05% | +2.3% |
| 568 | Boit C F David#568 · 600 sh | 600 | $250.0K | 0.11% | 0.0% |
| 569 | Van Hulzen Asset Management#569 · 600 sh | 600 | $250.0K | 0.02% | New |
| 570 | Centiva Capital#570 · 600 sh | 600 | $250.0K | <0.01% | -84.9% |
| 571 | SIGNATUREFD#571 · 593 sh | 593 | $247.2K | — | +1.7% |
| 572 | HM PAYSON#572 · 588 sh | 588 | $245.0K | <0.01% | 0.0% |
| 573 | Compound Planning#573 · 585 sh | 585 | $243.8K | <0.01% | New |
| 574 | World Investment Advisors#574 · 660 sh | 660 | $240.9K | <0.01% | 0.0% |
| 575 | BOOTHBAY FUND MANAGEMENT#575 · 567 sh | 567 | $236.3K | <0.01% | -60.3% |
| 576 | S-Bank Fund Management Ltd#576 · 562 sh | 562 | $234.2K | 0.03% | New |
| 577 | Tower Wealth Partners#577 · 559 sh | 559 | $233.0K | 0.12% | New |
| 578 | Ashton Thomas Private Wealth#578 · 554 sh | 554 | $230.9K | <0.01% | -7.8% |
| 579 | Biltmore Family Office#579 · 553 sh | 553 | $230.5K | 0.03% | -5.0% |
| 580 | Rafferty Asset Management#580 · 551 sh | 551 | $229.6K | <0.01% | New |
| 581 | Savvy Advisors#581 · 548 sh | 548 | $228.2K | <0.01% | New |
| 582 | Impact Capital Partners#582 · 547 sh | 547 | $228.0K | — | -52.6% |
| 583 | Legacy#583 · 546 sh | 546 | $227.5K | 0.04% | -0.9% |
| 584 | XTX Topco Ltd#584 · 539 sh | 539 | $224.6K | <0.01% | -40.0% |
| 585 | Aureus Asset Management#585 · 537 sh | 537 | $223.8K | 0.01% | New |
| 586 | STOCK YARDS BANK#586 · 536 sh | 536 | $223.4K | <0.01% | -71.8% |
| 587 | Hilltop National Bank#587 · 530 sh | 530 | $220.9K | — | -9.4% |
| 588 | INTEGRITY ALLIANCE#588 · 529 sh | 529 | $220.7K | <0.01% | New |
| 589 | SAGE RHINO CAPITAL#589 · 524 sh | 524 | $218.4K | 0.04% | New |
| 590 | Independent Wealth Network#590 · 522 sh | 522 | $217.5K | — | -5.6% |
| 591 | Pinnacle Financial Partners#591 · 522 sh | 522 | $217.5K | <0.01% | New |
| 592 | Crestwood Advisors Group#592 · 520 sh | 520 | $216.7K | <0.01% | -15.2% |
| 593 | Breakwater Capital Group#593 · 520 sh | 520 | $216.7K | — | New |
| 594 | Ponta Wealth Partners#594 · 516 sh | 516 | $215.0K | 0.12% | New |
| 595 | MISSION WEALTH MANAGEMENT#595 · 515 sh | 515 | $214.7K | — | New |
| 596 | Stratos Investment Management#596 · 515 sh | 515 | $214.6K | <0.01% | -14.6% |
| 597 | Fulcrum Capital#597 · 504 sh | 504 | $210.0K | — | -27.1% |
| 598 | ROTHSCHILD INVESTMENT#598 · 502 sh | 502 | $209.2K | <0.01% | +2082.6% |
| 599 | Bedel Financial Consulting#599 · 500 sh | 500 | $208.4K | 0.02% | New |
| 600 | LEUCADIA NATIONAL#600 · 498 sh | 498 | $207.5K | <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.