# WATSCO INC (WSO)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/WSO/

- Reporting holders: 27
- Reported value: $251.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $97.0M | 320,431 | 1.6% | 1 |
| [Hamlin Capital Management, LLC](https://holderbook.com/funds/1277403-hamlin-capital-management-llc/) | $91.8M | 303,183 | 2.3% | 15 |
| [Fenimore Asset Management Inc](https://holderbook.com/funds/884566-fenimore-asset-management-inc/) | $28.9M | 95,325 | 0.6% | 18 |
| [DUDLEY & SHANLEY, INC.](https://holderbook.com/funds/883511-dudley-shanley-inc/) | $15.6M | 51,565 | 2.5% | 15 |
| [Bath Savings Trust Co](https://holderbook.com/funds/1384943-bath-savings-trust-co/) | $10.4M | 34,445 | 1.1% | 32 |
| [Applied Capital LLC/FL](https://holderbook.com/funds/1965393-applied-capital-llc-fl/) | $2.2M | 7,362 | 0.9% | 16 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.0M | 3,355 | 0.0% | 12 |
| [Cox Capital Mgt LLC](https://holderbook.com/funds/1748728-cox-capital-mgt-llc/) | $582.7K | 1,925 | 0.3% | 32 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $499.9K | 1,651 | 0.0% | 9 |
| [JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/2122180-journey-retirement-planning-investment-management-llc/) | $416.9K | 1,377 | 0.3% | 4 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $411.1K | 1,358 | 0.0% | 9 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $404.3K | 1,336 | 0.0% | 16 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $359.2K | 1,187 | 0.0% | 16 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $301.5K | 996 | 0.0% | 32 |
| [Ridgewood Investments LLC](https://holderbook.com/funds/1703556-ridgewood-investments-llc/) | $276.1K | 912 | 0.1% | 1 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $255.0K | 842 | 0.0% | 1 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $244.3K | 807 | 0.0% | 21 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $230.3K | 761 | 0.0% | 15 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $218.8K | 723 | 0.0% | 13 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $151.3K | 500 | 0.0% | 14 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $63.4K | 209 | 0.0% | 1 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $30.0K | 99 | 0.0% | 21 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $23.3K | 77 | 0.0% | 32 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $20.3K | 67 | 0.0% | 22 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $5.4K | 18 | 0.0% | 22 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 27 | $251.4M |
| Q2 2026 | 789 | $17.3B |
| Q1 2026 | 771 | $14.3B |
| Q4 2025 | 772 | $12.7B |
| Q3 2025 | 780 | $14.8B |
| Q2 2025 | 808 | $15.5B |
| Q1 2025 | 840 | $18.0B |
| Q4 2024 | 826 | $16.8B |
| Q3 2024 | 788 | $17.7B |
| Q2 2024 | 778 | $16.9B |
| Q1 2024 | 748 | $16.2B |
| Q4 2023 | 728 | $15.8B |