WATSCO INC (WSO) — Institutional Holders, Q2 2026 (page 8)
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 701 to 793. 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 701–793 of 793
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | Clearstead#701 · 21 sh | 21 | $8.8K | <0.01% | 0.0% |
| 702 | Quest 10 Wealth Builders#702 · 21 sh | 21 | $8.8K | <0.01% | -19.2% |
| 703 | Birchwood Financial Partners#703 · 21 sh | 21 | $8.8K | <0.01% | 0.0% |
| 704 | Advocate Investing Services#704 · 21 sh | 21 | $8.8K | — | 0.0% |
| 705 | Fortitude Family Office#705 · 20 sh | 20 | $8.3K | — | -9.1% |
| 706 | BARTLETT & WEALTH MANAGEMENT#706 · 20 sh | 20 | $8.3K | <0.01% | 0.0% |
| 707 | Smithfield#707 · 20 sh | 20 | $8.0K | <0.01% | 0.0% |
| 708 | AdvisorNet Financial#708 · 19 sh | 19 | $7.9K | — | -32.1% |
| 709 | Transamerica Financial Advisors#709 · 19 sh | 19 | $7.9K | <0.01% | +18.8% |
| 710 | SHP Wealth Management#710 · 19 sh | 19 | $7.9K | <0.01% | 0.0% |
| 711 | Rosenberg Matthew Hamilton#711 · 18 sh | 18 | $7.5K | — | 0.0% |
| 712 | Greykasell Wealth Strategies#712 · 18 sh | 18 | $7.5K | <0.01% | 0.0% |
| 713 | Noble Wealth Management PBC#713 · 18 sh | 18 | $7.5K | — | 0.0% |
| 714 | HIGHLINE WEALTH PARTNERS#714 · 17 sh | 17 | $7.1K | — | New |
| 715 | Strategic Wealth Partners, Ltd.#715 · 16 sh | 16 | $6.7K | <0.01% | -11.1% |
| 716 | ACTION POINT FINANCIAL PLANNING#716 · 17 sh | 17 | $6.7K | <0.01% | New |
| 717 | Financial Life Planners#717 · 16 sh | 16 | $6.6K | <0.01% | 0.0% |
| 718 | Ancora Advisors#718 · 15 sh | 15 | $6.3K | <0.01% | 0.0% |
| 719 | Bell Investment Advisors#719 · 15 sh | 15 | $6.3K | <0.01% | 0.0% |
| 720 | TD Capital Management#720 · 15 sh | 15 | $6.1K | <0.01% | 0.0% |
| 721 | Napier Financial#721 · 14 sh | 14 | $5.8K | <0.01% | 0.0% |
| 722 | Cassaday & Wealth Management#722 · 13 sh | 13 | $5.4K | <0.01% | 0.0% |
| 723 | ZRC WEALTH MANAGEMENT#723 · 13 sh | 13 | $5.4K | — | +30.0% |
| 724 | High Note Wealth#724 · 13 sh | 13 | $5.4K | <0.01% | -7.1% |
| 725 | Leonteq Securities AG#725 · 12 sh | 12 | $5.0K | <0.01% | 0.0% |
| 726 | Bare Financial Services#726 · 12 sh | 12 | $5.0K | <0.01% | +1100.0% |
| 727 | MPWM ADVISORY SOLUTIONS#727 · 12 sh | 12 | $5.0K | <0.01% | 0.0% |
| 728 | Silver Grove Financial Group#728 · 12 sh | 12 | $5.0K | <0.01% | New |
| 729 | FINANCIAL CONSULATE#729 · 11 sh | 11 | $4.6K | — | -26.7% |
| 730 | WOLFF WIESE MAGANA#730 · 11 sh | 11 | $4.6K | — | 0.0% |
| 731 | Private Wealth Management Group#731 · 11 sh | 11 | $4.6K | — | +83.3% |
| 732 | Grove Bank#732 · 11 sh | 11 | $4.6K | — | 0.0% |
| 733 | Markowski Investments#733 · 10 sh | 10 | $4.2K | <0.01% | — |
| 734 | Hughes Financial Services#734 · 10 sh | 10 | $4.2K | <0.01% | +66.7% |
| 735 | James T. Borello RIA#735 · 10 sh | 10 | $4.2K | — | +66.7% |
| 736 | Cornerstone Planning Group#736 · 11 sh | 11 | $4.0K | — | 0.0% |
| 737 | MV CAPITAL MANAGEMENT#737 · 9 sh | 9 | $3.8K | <0.01% | +125.0% |
| 738 | Hilton Head Capital Partners#738 · 9 sh | 9 | $3.8K | — | 0.0% |
| 739 | COMPASS FINANCIAL MANAGEMENT#739 · 10 sh | 10 | $3.4K | <0.01% | — |
| 740 | LGT Financial Advisors#740 · 8 sh | 8 | $3.4K | 0.02% | 0.0% |
| 741 | Plante Moran Financial Advisors#741 · 8 sh | 8 | $3.3K | <0.01% | New |
| 742 | Triumph Capital Management#742 · 8 sh | 8 | $3.3K | — | +700.0% |
| 743 | Cromwell#743 · 8 sh | 8 | $3.3K | <0.01% | +166.7% |
| 744 | Copia Wealth Management#744 · 8 sh | 8 | $3.3K | <0.01% | 0.0% |
| 745 | HFM Investment Advisors#745 · 7 sh | 7 | $2.9K | <0.01% | +600.0% |
| 746 | Creative Capital Management Investments#746 · 7 sh | 7 | $2.9K | <0.01% | New |
| 747 | Lloyd Advisory Services#747 · 6 sh | 6 | $2.6K | <0.01% | New |
| 748 | DiNuzzo Private Wealth#748 · 6 sh | 6 | $2.5K | — | 0.0% |
| 749 | SIMPLEX TRADING#749 · 6 sh | 6 | $2.5K | 0.00% | -85.7% |
| 750 | SBI Securities , Ltd.#750 · 6 sh | 6 | $2.5K | — | +50.0% |
| 751 | First Pacific Financial#751 · 5 sh | 5 | $2.1K | — | 0.0% |
| 752 | S&T BANK#752 · 5 sh | 5 | $2.1K | <0.01% | +400.0% |
| 753 | Asset Dedication#753 · 5 sh | 5 | $2.1K | <0.01% | New |
| 754 | Bay Harbor Wealth Management#754 · 5 sh | 5 | $2.1K | <0.01% | +150.0% |
| 755 | Bruce G. Allen Investments#755 · 5 sh | 5 | $2.1K | <0.01% | 0.0% |
| 756 | Dunhill Financial#756 · 4 sh | 4 | $2.0K | <0.01% | 0.0% |
| 757 | CX Institutional#757 · 4 sh | 4 | $2.0K | — | 0.0% |
| 758 | Signature Equity Partners#758 · 4 sh | 4 | $1.8K | <0.01% | 0.0% |
| 759 | Addison Advisors#759 · 4 sh | 4 | $1.7K | <0.01% | -63.6% |
| 760 | CHESAPEAKE ASSET MANAGEMENT#760 · 4 sh | 4 | $1.7K | <0.01% | New |
| 761 | Quent Capital#761 · 3 sh | 3 | $1.3K | <0.01% | +50.0% |
| 762 | Quaker Wealth Management#762 · 3 sh | 3 | $1.3K | — | +200.0% |
| 763 | True Wealth Design#763 · 3 sh | 3 | $1.3K | — | 0.0% |
| 764 | Financial Management Professionals#764 · 3 sh | 3 | $1.3K | — | 0.0% |
| 765 | RAFFA WEALTH MANAGEMENT#765 · 3 sh | 3 | $1.3K | <0.01% | +50.0% |
| 766 | Global Asset Management#766 · 3 sh | 3 | $1.3K | — | New |
| 767 | Principia Wealth Advisory#767 · 3 sh | 3 | $1.3K | <0.01% | -25.0% |
| 768 | AMERIFLEX GROUP#768 · 3 sh | 3 | $1.3K | <0.01% | New |
| 769 | Wealth Enhancement Services#769 · 3 sh | 3 | $1.3K | — | New |
| 770 | MidFirst Bank#770 · 3 sh | 3 | $1.3K | <0.01% | 0.0% |
| 771 | Prestige Wealth Management Group#771 · 2 sh | 2 | $834.00 | <0.01% | +100.0% |
| 772 | PFS Partners#772 · 2 sh | 2 | $834.00 | — | 0.0% |
| 773 | Key FInancial#773 · 2 sh | 2 | $833.00 | <0.01% | 0.0% |
| 774 | LRI Investments#774 · 2 sh | 2 | $833.00 | <0.01% | New |
| 775 | TOUNJIAN ADVISORY PARTNERS#775 · 2 sh | 2 | $833.00 | <0.01% | New |
| 776 | Millstone Evans Group#776 · 2 sh | 2 | $833.00 | <0.01% | 0.0% |
| 777 | Cornerstone Financial Management#777 · 2 sh | 2 | $833.00 | <0.01% | -33.3% |
| 778 | Sunrise Financial Services#778 · 2 sh | 2 | $833.00 | — | 0.0% |
| 779 | Basecamp Wealth Advisors#779 · 2 sh | 2 | $833.00 | <0.01% | 0.0% |
| 780 | 1015 Capital Partners#780 · 2 sh | 2 | $833.00 | <0.01% | 0.0% |
| 781 | THURSTON, SPRINGER, MILLER, HERD & TITAK#781 · 2 sh | 2 | $833.00 | — | 0.0% |
| 782 | Valued Wealth Advisors#782 · 1 sh | 1 | $417.00 | <0.01% | 0.0% |
| 783 | Rakuten Securities#783 · 1 sh | 1 | $417.00 | <0.01% | 0.0% |
| 784 | American Capital Advisory#784 · 1 sh | 1 | $417.00 | <0.01% | 0.0% |
| 785 | Seneschal Advisors#785 · 1 sh | 1 | $417.00 | <0.01% | 0.0% |
| 786 | Aventura Private Wealth#786 · 1 sh | 1 | $417.00 | <0.01% | New |
| 787 | DecisionPoint Financial#787 · 1 sh | 1 | $408.00 | <0.01% | -50.0% |
| 788 | Raleigh Capital Management#788 · 0 sh | 0 | $29.00 | 0.00% | New |
| 789 | ARVEST INVESTMENTS#789 · 0 sh | 0 | $0.00 | — | New |
| 790 | Avion Wealth#790 · 2 sh | 2 | $0.00 | 0.00% | New |
| 791 | Coston, McIsaac & Partners#791 · 2 sh | 2 | $0.00 | 0.00% | 0.0% |
| 792 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#792 · 46,560 sh | 46,560 | — | — | -15.4% |
| 793 | Elequin Securities#793 · 515 sh | 515 | — | — | +543.8% |
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.