Who Owns WATSCO INC (WSO)? -- Institutional Holders (2026-06-30)

25 institutions reported holding $137.2M of WATSCO INC (WSO) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hamlin Capital Management, LLC ($126.8M), CARDEROCK CAPITAL MANAGEMENT INC ($4.8M), Hennion & Walsh Asset Management, Inc. ($1.3M), GAMMA Investing LLC ($813,040), CoreCap Advisors, LLC ($802,732). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Hamlin Capital Management, LLC$126.8M304,324Trimmed
2CARDEROCK CAPITAL MANAGEMENT INC$4.8M11,519Added
3Hennion & Walsh Asset Management, Inc.$1.3M3,014Trimmed
4GAMMA Investing LLC$813,0401,951Added
5CoreCap Advisors, LLC$802,7321,926Trimmed
6EASTERN BANK$586,7561,408Trimmed
7PensionDanmark Pensionsforsikringsaktieselskab$420,8971,010New
8MassMutual Private Wealth & Trust, FSB$327,967787Trimmed
9Somerset Trust Co$283,376680Trimmed
10Thrive Wealth Management, LLC$280,459673Trimmed
11Valeo Financial Advisors, LLC$278,038667Trimmed
12Hilltop National Bank$220,867530Trimmed
13Breakwater Capital Group$216,700520New
14Versant Capital Management, Inc$49,174118Added
15BEACON INVESTMENT ADVISORY SERVICES, INC.$29,17270Hold
16Noble Wealth Management PBC$7,50118Hold
17ELEVATION WEALTH PARTNERS, LLC$5,41813Added
18Grove Bank & Trust$4,58411Hold
19CX Institutional$2,0004Hold
20THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$8332Hold
21Apella Capital, LLC$00Exited
22Avior Wealth Management, LLC$00Exited
23TRUST POINT INC.$00Exited
24Manitou Investment Management Ltd.$00Exited
25FNY Investment Advisers, LLC$00Exited

Source: SEC Form 13F filings · as of 2026-06-30