WSO · Company research
Watsco, Inc. (WSO): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableIndustrials
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500 | 151345000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 996 | 301479000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Significant Wealth Partners LLC | 1964680 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1171 | 487991000 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| B. Metzler seel. Sohn & Co. AG | 1847838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 812 | 338385000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Cromwell Holdings LLC | 1894712 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8 | 3334000 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Centennial Wealth Advisory LLC | 1839421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2019 | 841361000 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Drucker Wealth 3.0, LLC | 2031642 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1582 | 659267000 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| HOWLAND CAPITAL MANAGEMENT LLC | 1079112 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80495 | 33544579000 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| RIVERBRIDGE PARTNERS LLC | 1112325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 120334 | 50146693000 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58 | 24170000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| WOLFF WIESE MAGANA LLC | 1832097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11 | 4585000 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| DAVENPORT & Co LLC | 887777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 530366 | 220063905000 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| WOODSTOCK CORP | 1008877 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 480 | 200030000 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Baskin Financial Services Inc. | 1511098 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12839 | 5350000 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| FIRST CITIZENS BANK & TRUST CO | 1092203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1944 | 810123000 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| AEGON ASSET MANAGEMENT UK Plc | 1539994 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 103965 | 43325334000 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| PROFUND ADVISORS LLC | 1129919 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 654 | 272541000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| West Branch Capital LLC | 1738723 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41 | 17086000 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| DiNuzzo Private Wealth, Inc. | 1994563 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 2501000 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1381 | 575504000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| JFS WEALTH ADVISORS, LLC | 1568068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36 | 15003000 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Callan Family Office, LLC | 1938970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6284 | 2618678000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| E. Ohman J:or Asset Management AB | 2009396 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1305 | 543833000 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Giverny Capital Inc. | 1641864 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65975 | 27493762000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HEARTLAND ADVISORS INC | 937394 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49860 | 20778158000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Financial Management Professionals, Inc. | 1568132 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 1250000 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| HARRELL INVESTMENT PARTNERS, LLC | 1802882 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1842 | 767692000 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| First Bank & Trust | 1692632 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1739 | 724693000 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| DUDLEY & SHANLEY, INC. | 883511 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 78012 | 32509941000 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49849 | 20773574000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NORTHBRIDGE FINANCIAL GROUP, LLC | 1968850 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1630 | 679110000 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Bath Savings Trust Co | 1384943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36581 | 15244192000 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Procyon Advisors, LLC | 1804329 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2391 | 996309000 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 319933 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 833000 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 1654599 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70 | 29172000 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19402949 | 46560000 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| Millstone Evans Group, LLC | 2041943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 833000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Breakwater Capital Group | 1964309 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 520 | 216700000 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Hennion & Walsh Asset Management, Inc. | 1861642 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3014 | 1256024000 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| NICOLET BANKSHARES INC | 1174850 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1047 | 417932000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PensionDanmark Pensionsforsikringsaktieselskab | 1897090 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1010 | 420897000 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| ELEVATION WEALTH PARTNERS, LLC | 1976256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13 | 5418000 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6555 | 2731565000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| STOCK YARDS BANK & TRUST CO | 741073 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 488 | 203447000 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Archer Investment Corp | 1803804 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42 | 17503000 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Hamlin Capital Management, LLC | 1277403 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 304324 | 126820941000 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12994 | 5414990000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Thrive Wealth Management, LLC | 1847610 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 673 | 280459000 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| CARDEROCK CAPITAL MANAGEMENT INC | 1168889 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11519 | 4800313000 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Grove Bank & Trust | 1662212 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11 | 4584000 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Beacon Pointe Advisors, LLC | 1744317 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1408 | 586897000 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| Livforsakringsbolaget Skandia, Omsesidigt | 1547926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 256 | 106683000 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| Equitable Holdings, Inc. | 1333986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3577 | 1490675000 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| CENTAURUS FINANCIAL, INC. | 891943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10587 | 4412000 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Coastal Bridge Advisors, LLC | 1665976 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2319 | 966440000 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Jefferies Financial Group Inc. | 96223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 498 | 207532000 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Somerset Trust Co | 1597099 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 680 | 283376000 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4524 | 1885287000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1007280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10699 | 4458594000 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Stonehage Fleming Financial Services Holdings Ltd | 1786379 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1289 | 537164000 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Versant Capital Management, Inc | 1735057 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 118 | 49174000 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 787 | 327967000 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Hilltop National Bank | 2021658 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 511 | 212949000 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| CX Institutional | 1737089 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 2000 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1463217 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6041 | 2517389000 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| EASTERN BANK | 1126395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1375 | 573004000 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| Transamerica Financial Advisors, LLC | 1502149 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19 | 7917000 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| DEARBORN PARTNERS LLC | 1206792 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 89590 | 32592033000 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Empowered Funds, LLC | 1592828 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 862 | 359221000 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| TORONTO DOMINION BANK | 947263 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4903 | 2043227000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Schonfeld Strategic Advisors LLC | 1665241 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4381 | 1825694000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 176813 | 73683137000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Stratos Wealth Partners, LTD. | 1612865 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19619 | 8175902000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Stratos Investment Management, LLC | 1707206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 515 | 214616000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Basecamp Wealth Advisors LLC | 2115254 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 833000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Freestone Grove Partners LP | 2007591 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2195 | 914722000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WEALTH ALLIANCE, LLC | 1793904 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2249 | 937094000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Man Group plc | 1637460 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1642 | 684271000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HSBC HOLDINGS PLC | 873630 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7386 | 3077968000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Ancora Advisors LLC | 1446114 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15 | 6251000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.