WSO Watsco, Inc.

NYSE
$299.50

Watsco, Inc. (WSO) Institutional Ownership

What the institutions did with WSO last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.

Managers compared
12
filed both this quarter and last
Managers holding
12
+2 on the quarter
Buyers
3
2 opened new
Sellers
4
0 sold out entirely
Buyer share
42.9%
of managers who traded it
Breadth
-14.3
net buyers, as a share of those trading

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
CONFLUENCE INVESTMENT MANAGEMENT LLC 320.4K 98.3%
EASTERN BANK 1.4K 0.4%
PARK NATIONAL CORP /OH/ 996 0.3%
Ridgewood Investments LLC 912 0.3%
MassMutual Private Wealth & Trust, FSB 807 0.2%
Heartwood Wealth Advisors LLC 761 0.2%
TOMPKINS FINANCIAL CORP 500 0.2%
Versant Capital Management, Inc 77 0.0%
GoalVest Advisory LLC 67 0.0%
Rosenberg Matthew Hamilton 18 0.0%
Noble Wealth Management PBC 18 0.0%
CX Institutional 4 0.0%

Largest changes

Manager Action Previous Current Change
CONFLUENCE INVESTMENT MANAGEMENT LLC New 0 320.4K +320.4K
Ridgewood Investments LLC New 0 912 +912
TOMPKINS FINANCIAL CORP Reduced 1.0K 500 -500
EASTERN BANK Reduced 1.4K 1.4K -50
Versant Capital Management, Inc Reduced 118 77 -41
MassMutual Private Wealth & Trust, FSB Increased 787 807 +20
GoalVest Advisory LLC Reduced 72 67 -5

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.