WATSCO INC (WSO) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 793
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Connor, Clark & Lunn Investment Management Ltd.#601 · 497 sh | 497 | $207.1K | <0.01% | -95.8% |
| 602 | Bridgefront Capital#602 · 497 sh | 497 | $207.1K | 0.05% | New |
| 603 | SUMITOMO LIFE INSURANCE#603 · 497 sh | 497 | $207.1K | <0.01% | 0.0% |
| 604 | Waverly Advisors#604 · 497 sh | 497 | $207.0K | <0.01% | -84.0% |
| 605 | Crews Bank#605 · 500 sh | 500 | $206.6K | 0.03% | -23.1% |
| 606 | HUNTINGTON NATIONAL BANK#606 · 495 sh | 495 | $206.3K | <0.01% | +3.8% |
| 607 | Livet Wealth#607 · 493 sh | 493 | $205.4K | — | New |
| 608 | WOODSTOCK#608 · 480 sh | 480 | $200.0K | — | New |
| 609 | AUCTUS ADVISORS#609 · 480 sh | 480 | $200.0K | — | New |
| 610 | Siemens Fonds Invest GmbH#610 · 479 sh | 479 | $199.6K | <0.01% | 0.0% |
| 611 | Allworth Financial#611 · 444 sh | 444 | $185.0K | <0.01% | -71.8% |
| 612 | WHITTIER#612 · 396 sh | 396 | $158.0K | <0.01% | +2.1% |
| 613 | Global Retirement Partners#613 · 366 sh | 366 | $152.6K | <0.01% | — |
| 614 | PFA Pension, Forsikringsaktieselskab#614 · 359 sh | 359 | $149.6K | <0.01% | -98.1% |
| 615 | EverSource Wealth Advisors#615 · 358 sh | 358 | $149.1K | <0.01% | -90.5% |
| 616 | Colonial / SC#616 · 354 sh | 354 | $147.7K | 0.02% | -5.3% |
| 617 | Y.D. More Investments Ltd#617 · 350 sh | 350 | $145.9K | <0.01% | 0.0% |
| 618 | BAMCO#618 · 269 sh | 269 | $112.1K | <0.01% | +18.5% |
| 619 | FIL Ltd#619 · 269 sh | 269 | $112.1K | <0.01% | -2.2% |
| 620 | Continuum Advisory#620 · 267 sh | 267 | $111.3K | <0.01% | New |
| 621 | Livforsakringsbolaget Skandia, Omsesidigt#621 · 256 sh | 256 | $106.7K | — | 0.0% |
| 622 | BESSEMER GROUP#622 · 255 sh | 255 | $106.0K | <0.01% | -48.6% |
| 623 | Financial Network Wealth Advisors#623 · 246 sh | 246 | $102.6K | 0.10% | -18.3% |
| 624 | MIRAE ASSET GLOBAL ETFS Ltd.#624 · 240 sh | 240 | $100.0K | <0.01% | +45.5% |
| 625 | CENTRAL#625 · 240 sh | 240 | $100.0K | <0.01% | 0.0% |
| 626 | OF VERMONT#626 · 237 sh | 237 | $98.8K | — | — |
| 627 | Larson Financial Group#627 · 220 sh | 220 | $91.7K | <0.01% | +5.3% |
| 628 | Walleye Capital#628 · 215 sh | 215 | $89.6K | <0.01% | New |
| 629 | IFG Advisory#629 · 194 sh | 194 | $81.0K | <0.01% | New |
| 630 | WHITTIER OF NEVADA#630 · 201 sh | 201 | $78.3K | <0.01% | -1.0% |
| 631 | Covestor Ltd#631 · 172 sh | 172 | $72.0K | 0.04% | -34.4% |
| 632 | LOS ANGELES CAPITAL MANAGEMENT#632 · 166 sh | 166 | $69.2K | <0.01% | 0.0% |
| 633 | N.E.W. Advisory Services#633 · 160 sh | 160 | $66.7K | <0.01% | 0.0% |
| 634 | Curat Global#634 · 160 sh | 160 | $66.7K | — | 0.0% |
| 635 | RICHARDSON FINANCIAL SERVICES#635 · 160 sh | 160 | $66.7K | 0.04% | 0.0% |
| 636 | Ronald Blue#636 · 159 sh | 159 | $66.3K | — | 0.0% |
| 637 | Institute for Wealth Management#637 · 147 sh | 147 | $61.3K | <0.01% | New |
| 638 | Graticule Asia Macro Advisors#638 · 147 sh | 147 | $61.3K | <0.01% | New |
| 639 | HARBOUR INVESTMENTS#639 · 147 sh | 147 | $61.1K | <0.01% | +0.7% |
| 640 | CREATIVE FINANCIAL DESIGNS#640 · 145 sh | 145 | $60.4K | <0.01% | 0.0% |
| 641 | Steigerwald, Gordon & Koch#641 · 135 sh | 135 | $56.3K | <0.01% | +3.8% |
| 642 | MCF Advisors#642 · 132 sh | 132 | $55.0K | <0.01% | 0.0% |
| 643 | Commonwealth Retirement Investments#643 · 132 sh | 132 | $55.0K | — | New |
| 644 | Versant Capital Management#644 · 118 sh | 118 | $49.2K | — | +293.3% |
| 645 | Golden State Wealth Management#645 · 111 sh | 111 | $46.5K | <0.01% | +0.9% |
| 646 | Elevated Capital Advisors#646 · 109 sh | 109 | $45.6K | 0.01% | -15.5% |
| 647 | Quarry#647 · 107 sh | 107 | $44.6K | <0.01% | -35.9% |
| 648 | Buck Wealth Strategies#648 · 101 sh | 101 | $41.9K | <0.01% | New |
| 649 | AMERICAN NATIONAL BANK#649 · 99 sh | 99 | $41.3K | — | 0.0% |
| 650 | BAYBAN#650 · 87 sh | 87 | $36.3K | 0.03% | 0.0% |
| 651 | Strengthening Families & Communities#651 · 86 sh | 86 | $35.8K | — | 0.0% |
| 652 | Glen Eagle Advisors#652 · 85 sh | 85 | $35.6K | <0.01% | -10.5% |
| 653 | Measured Wealth Private Client Group#653 · 77 sh | 77 | $32.1K | <0.01% | 0.0% |
| 654 | Manchester Capital Management#654 · 76 sh | 76 | $31.7K | — | +10.1% |
| 655 | Raiffeisen Bank International AG#655 · 77 sh | 77 | $31.6K | <0.01% | +42.6% |
| 656 | GoalVest Advisory#656 · 72 sh | 72 | $30.0K | — | +7.5% |
| 657 | Rossby Financial, LCC#657 · 71 sh | 71 | $29.6K | <0.01% | +14.5% |
| 658 | BEACON INVESTMENT ADVISORY SERVICES#658 · 70 sh | 70 | $29.2K | — | 0.0% |
| 659 | Rialto Wealth Management#659 · 70 sh | 70 | $29.2K | <0.01% | +2.9% |
| 660 | Salomon & Ludwin#660 · 71 sh | 71 | $28.9K | <0.01% | -1.4% |
| 661 | Lodestone Wealth Management#661 · 67 sh | 67 | $27.9K | — | 0.0% |
| 662 | OSSIAM#662 · 63 sh | 63 | $26.3K | <0.01% | New |
| 663 | FIRST HORIZON NATIONAL#663 · 61 sh | 61 | $25.4K | — | -31.5% |
| 664 | PRIVATE NA#664 · 60 sh | 60 | $25.0K | — | -1.6% |
| 665 | First PREMIER Bank#665 · 59 sh | 59 | $25.0K | — | 0.0% |
| 666 | Physician Wealth Advisors#666 · 59 sh | 59 | $24.6K | — | -4.8% |
| 667 | ENTRUST FINANCIAL#667 · 59 sh | 59 | $24.6K | 0.02% | 0.0% |
| 668 | Keating Financial Advisory Services#668 · 58 sh | 58 | $24.2K | <0.01% | +176.2% |
| 669 | MCDONALD PARTNERS#669 · 55 sh | 55 | $22.9K | <0.01% | New |
| 670 | CVA Family Office#670 · 52 sh | 52 | $21.7K | <0.01% | +188.9% |
| 671 | ST GERMAIN D J#671 · 52 sh | 52 | $21.7K | <0.01% | -27.8% |
| 672 | North Star Investment Management#672 · 47 sh | 47 | $19.6K | <0.01% | 0.0% |
| 673 | Westfuller Advisors#673 · 46 sh | 46 | $19.2K | <0.01% | New |
| 674 | Torren Management#674 · 42 sh | 42 | $17.5K | <0.01% | 0.0% |
| 675 | Solstein Capital#675 · 42 sh | 42 | $17.5K | <0.01% | 0.0% |
| 676 | Archer Investment#676 · 42 sh | 42 | $17.5K | <0.01% | 0.0% |
| 677 | WELLINGTON-ALTUS USA#677 · 48 sh | 48 | $17.5K | 0.01% | 0.0% |
| 678 | West Branch Capital#678 · 41 sh | 41 | $17.1K | — | 0.0% |
| 679 | Legacy Bridge#679 · 40 sh | 40 | $16.7K | <0.01% | 0.0% |
| 680 | Bogart Wealth#680 · 40 sh | 40 | $16.7K | <0.01% | 0.0% |
| 681 | Essential Partners#681 · 40 sh | 40 | $16.7K | — | +566.7% |
| 682 | JFS WEALTH ADVISORS#682 · 36 sh | 36 | $15.0K | <0.01% | +9.1% |
| 683 | Virginia Estate & Retirement Planning Advisors#683 · 36 sh | 36 | $15.0K | — | New |
| 684 | SECURITY NATIONAL BANK OF SO DAK#684 · 35 sh | 35 | $14.6K | <0.01% | New |
| 685 | Main Street Group, LTD#685 · 35 sh | 35 | $14.6K | <0.01% | 0.0% |
| 686 | Oakworth Capital#686 · 34 sh | 34 | $14.2K | — | 0.0% |
| 687 | Winch Advisory Services#687 · 30 sh | 30 | $12.6K | <0.01% | 0.0% |
| 688 | FARMERS & MERCHANTS INVESTMENTS#688 · 30 sh | 30 | $12.5K | — | -48.3% |
| 689 | Hartford Financial Management#689 · 30 sh | 30 | $12.5K | — | -53.1% |
| 690 | Geneos Wealth Management#690 · 30 sh | 30 | $12.5K | <0.01% | 0.0% |
| 691 | WPG Advisers#691 · 30 sh | 30 | $12.5K | <0.01% | +3.4% |
| 692 | BROADWATER CAPITAL MANAGEMENT#692 · 30 sh | 30 | $12.5K | <0.01% | 0.0% |
| 693 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#693 · 29 sh | 29 | $12.1K | <0.01% | +70.6% |
| 694 | IMG Wealth Management#694 · 29 sh | 29 | $12.1K | — | 0.0% |
| 695 | MEEDER ASSET MANAGEMENT#695 · 29 sh | 29 | $12.1K | <0.01% | +20.8% |
| 696 | Global X Japan , Ltd.#696 · 28 sh | 28 | $11.7K | — | New |
| 697 | SJS Investment Consulting#697 · 26 sh | 26 | $10.8K | — | +188.9% |
| 698 | Newbridge Financial Services Group#698 · 25 sh | 25 | $10.4K | — | 0.0% |
| 699 | Activest Wealth Management#699 · 25 sh | 25 | $10.4K | — | New |
| 700 | Crewe Advisors#700 · 24 sh | 24 | $10.0K | <0.01% | +500.0% |
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.