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WSO-B

WSO-B

Watsco, Inc.

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
284
Partial Q3 2026
Total 13F value
$1.3B
Filed positions so far
New positions
35
This quarter
Sold positions
38
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Markel Group

$188.6M623.0K1.37%+4.2%

Davenport & Co Llc

$160.8M532.3K0.81%+0.4%

Confluence Investment Management Llc

$97M320.4K1.62%New Position

Hamlin Capital Management, Llc

$91.8M303.2K2.27%-0.4%

Caledonia Investments Plc

$79.1M261.4K8.88%+12.2%

Principal Financial Group Inc

$63.4M209.5K0.03%-14.9%

Vantage Investment Partners, Llc

$48M158.4K2.89%+12.7%

Swedbank Ab

$30.2M99.8K0.03%+14.8%

Fenimore Asset Management Inc

$28.9M95.3K0.63%+18.8%

Howland Capital Management Llc

$24.3M80.2K0.85%-0.4%

Sumitomo Mitsui Trust Group, Inc.

$19.8M65.3K0.01%-0.9%

Oppenheimer Asset Management Inc.

$19M62.8K0.15%+298.4%

Conestoga Capital Advisors, Llc

$17M56.0K0.51%-30.8%

Dudley & Shanley, Inc.

$15.6M51.6K2.48%-33.9%

Grace & White Inc /Ny

$13.6M44.9K2.23%+6.4%

Lafleur & Godfrey Llc

$11.7M38.5K1.40%+5.3%

Sumitomo Mitsui Ds Asset Management Company, Ltd

$10.6M35.1K0.07%+29.4%

Bath Savings Trust Co

$10.4M34.4K1.07%-7.5%

Mirae Asset Global Investments Co., Ltd.

$10.3M34.0K0.02%+15.9%

Motley Fool Asset Management Llc

$9.8M32.5K0.37%-3.9%

Washington Trust Co

$9.8M32.4K0.29%-3.6%

New York State Teachers Retirement System

$9.8M32.4K0.02%Unchanged

Crown Oak Advisors, Llc

$9.1M30.2K4.32%+3.1%

Pembroke Management, Ltd

$9M29.8K1.12%-41.1%

Redmond Asset Management, Llc

$8.9M29.5K2.64%-14.1%

Deprince Race & Zollo Inc

$8.9M29.2K0.16%New Position

Thrive Capital Management, Llc

$7.6M50.3K0.68%New Position

Truist Financial Corp

$7.3M24.3K0.00%-6.1%

Old National Bancorp /In/

$7M23.3K0.12%+64.1%

Carnegie Investment Counsel

$7M23.1K0.14%-24.1%

Ascent Group, Llc

$6.9M23.0K0.19%-4.7%

Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma

$6.7M22.1K0.06%-6.0%

Wendell David Associates Inc

$6.5M21.6K0.68%-28.5%

Taylor Securities Services, Inc.

$6.5M21.4K2.59%-12.0%

Creative Planning

$6.4M21.0K0.00%+25.1%

Vision Capital Management, Inc.

$5.3M17.4K0.56%+0.0%

Harvey Investment Co Llc

$5M16.5K0.54%+777.7%

Ipswich Investment Management Co., Inc.

$5M16.5K1.06%+0.4%

Amalgamated Bank

$4.9M16.3K0.03%+2.2%

Fideuram Asset Management (Ireland) Dac

$4.9M14.1K0.11%+824.1%

Princeton Global Asset Management Llc

$4.3M14.3K0.62%-1.1%

Avanza Fonder Ab

$4.3M14.3K0.08%Unchanged

Asset Management One Co., Ltd.

$3.9M13.0K0.01%+0.6%

Mutual Of America Capital Management Llc

$3.9M13.0K0.04%-0.3%

Oppenheimer & Co Inc

$3.8M12.7K0.04%+3.9%

Fjarde Ap-Fonden /Fourth Swedish National Pension Fund

$3.8M12.4K0.02%+0.1%

Wealth Enhancement Advisory Services, Llc

$3.7M13.2K0.01%+0.3%

Monte Financial Group, Llc

$3.7M12.3K1.25%-1.3%

Baskin Financial Services Inc.

$3.6M11.8K0.29%-8.0%

Premier Fund Managers Ltd

$3.5M11.6K0.36%-42.4%

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