WSO — Watsco Inc Institutional Holders · Q3 2026

Name: Who Owns WSO? 34 Institutions Hold $254M (Q3 2026)
Creator: ko.io

Who owns Watsco Inc (WSO)? 34 institutions reported holding $254.42M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($97.0M), Hamlin Capital Management, LLC ($91.8M), Fenimore Asset Management Inc ($28.9M).

Rank	Institution	Value	Shares	Change
1	CONFLUENCE INVESTMENT MANAGEMENT LLC	$97.0M	320,431	New
2	Hamlin Capital Management, LLC	$91.8M	303,183	Trimmed
3	Fenimore Asset Management Inc	$28.9M	95,325	Added
4	DUDLEY & SHANLEY, INC.	$15.6M	51,565	Trimmed
5	Bath Savings Trust Co	$10.4M	34,445	Trimmed
6	Mn Services Vermogensbeheer B.V.	$3.0M	9,975	Hold
7	Applied Capital LLC/FL	$2.2M	7,362	Added
8	GAMMA Investing LLC	$1.0M	3,355	Added
9	Cox Capital Mgt LLC	$582,678	1,925	Hold
10	CoreCap Advisors, LLC	$499,883	1,651	Trimmed
11	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC	$416,937	1,377	Trimmed
12	EASTERN BANK	$411,053	1,358	Trimmed
13	Avidian Wealth Enterprises, LLC	$404,326	1,336	Added
14	Farther Finance Advisors, LLC	$359,250	1,187	Trimmed
15	PARK NATIONAL CORP /OH/	$301,479	996	Hold
16	Ridgewood Investments LLC	$276,053	912	New
17	Everhart Financial Group, Inc.	$255,005	842	New
18	MassMutual Private Wealth & Trust, FSB	$244,271	807	Added
19	Heartwood Wealth Advisors LLC	$230,347	761	Hold
20	Valeo Financial Advisors, LLC	$218,845	723	Added
21	TOMPKINS FINANCIAL CORP	$151,345	500	Trimmed
22	GK Wealth Management LLC	$63,384	209	New
23	AMERICAN NATIONAL BANK & TRUST	$29,966	99	Hold
24	Versant Capital Management, Inc	$23,307	77	Trimmed
25	GoalVest Advisory LLC	$20,280	67	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30