Watsco, Inc. — Institutional Ownership
Which tracked institutions hold WSO, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
50
Funds holding
$4500722572
Total value held
Buying
33 added/new · 16 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $1747315407 | 4192920 | +102864 | +2.51% |
| 2 | State Street Corp | $551338374 | 1323011 | +49070 | +3.85% |
| 3 | Morgan Stanley | $376304052 | 902995 | +11414 | +1.28% |
| 4 | Markel Group Inc. | $249100359 | 597750 | +597750 | NEW BUY |
| 5 | Wells Fargo & Company/Mn | $166208141 | 398839 | -22349 | -5.31% |
| 6 | Raymond James Financial Inc | $161023157 | 386397 | -40508 | -9.49% |
| 7 | Ubs Group Ag | $150098646 | 360182 | +360182 | NEW BUY |
| 8 | Goldman Sachs Group Inc | $139693322 | 335225 | -226815 | -40.36% |
| 9 | Northern Trust Corp | $139032381 | 333627 | +8321 | +2.56% |
| 10 | Bank Of America Corp /De/ | $119291280 | 286256 | +46650 | +19.47% |
| 11 | Principal Financial Group Inc | $102573018 | 246130 | +71579 | +41.01% |
| 12 | Bank Of New York Mellon Corp | $97936888 | 235013 | -16765 | -6.66% |
| 13 | Jpmorgan Chase & Co | $85021236 | 207064 | +5765 | +2.86% |
| 14 | Ameriprise Financial Inc | $66963247 | 160683 | +160683 | NEW BUY |
| 15 | Royal Bank Of Canada | $61762000 | 148207 | +4034 | +2.80% |
| 16 | Citigroup Inc | $58141336 | 139518 | +14420 | +11.53% |
| 17 | Stifel Financial Corp | $42994035 | 103164 | +103164 | NEW BUY |
| 18 | Invesco Ltd. | $37688006 | 90437 | +90437 | NEW BUY |
| 19 | Federated Hermes, Inc. | $21006942 | 50409 | +50409 | NEW BUY |
| 20 | Fifth Third Bancorp | $16863878 | 40467 | -7100 | -14.93% |
| 21 | Barclays Plc | $16353735 | 39243 | +4973 | +14.51% |
| 22 | Truist Financial Corp | $10769617 | 25843 | -984 | -3.67% |
| 23 | Sei Investments Co | $10695247 | 25661 | -3120 | -10.84% |
| 24 | Franklin Resources Inc | $10618286 | 25480 | -3456 | -11.94% |
| 25 | Ing Groep Nv | $10584942 | 25400 | +25400 | NEW BUY |
| 26 | Bank Of Nova Scotia | $10556187 | 25331 | +21757 | +608.76% |
| 27 | Pnc Financial Services Group, Inc. | $7136035 | 17124 | -795 | -4.44% |
| 28 | Old National Bancorp /In/ | $5911314 | 14185 | +12678 | +841.27% |
| 29 | Us Bancorp \De\ | $4740853 | 11375 | -257 | -2.21% |
| 30 | Bank Of Montreal /Can/ | $4628203 | 11106 | -21 | -0.19% |
| 31 | Regions Financial Corp | $2400782 | 5761 | -81 | -1.39% |
| 32 | Toronto Dominion Bank | $2047786 | 4914 | +285 | +6.16% |
| 33 | Allstate Corp | $2028225 | 4867 | +2484 | +104.24% |
| 34 | Univest Financial Corp | $1917344 | 4601 | +62 | +1.37% |
| 35 | Equitable Holdings, Inc. | $1490675 | 3577 | +3577 | NEW BUY |
| 36 | Atlantic Union Bankshares Corp | $1454414 | 3490 | +32 | +0.93% |
| 37 | Hancock Whitney Corp | $1143924 | 2745 | +822 | +42.75% |
| 38 | M&T Bank Corp | $1102906 | 2645 | +1250 | +89.61% |
| 39 | Prudential Financial Inc | $835544 | 2005 | -100 | -4.75% |
| 40 | Janus Henderson Group Plc | $808072 | 2223 | +2223 | NEW BUY |
| 41 | Hilltop Holdings Inc. | $525913 | 1262 | -161 | -11.31% |
| 42 | Citizens Financial Group Inc/Ri | $506857 | 1216 | +332 | +37.56% |
| 43 | Nicolet Bankshares Inc | $417932 | 1047 | -279 | -21.04% |
| 44 | Tompkins Financial Corp | $416730 | 1000 | — | Held |
| 45 | Park National Corp /Oh/ | $415063 | 996 | -23 | -2.26% |
| 46 | Cullen/Frost Bankers, Inc. | $402561 | 966 | +966 | NEW BUY |
| 47 | Pinnacle Financial Partners, Inc. | $217533 | 522 | +522 | NEW BUY |
| 48 | Jefferies Financial Group Inc. | $207532 | 498 | +498 | NEW BUY |
| 49 | First Horizon Corp | $25421 | 61 | +61 | NEW BUY |
| 50 | Amalgamated Financial Corp. | $7234 | 23746 | +23746 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.