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Who Owns Watsco Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Watsco Inc.

Who crossed 5% of WSO →
Managers holding
24
as of 2026-09-30
Reported value
$157.4M
summed across filings
Shares held
519.9K
Added vs trimmed
6 / 8
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Hamlin Capital Management, LLCCOM303.2K shtrimmed$91.8M
Fenimore Asset Management IncCOM95.3K shadded$28.9M
DUDLEY & SHANLEY, INC.COM51.6K shtrimmed$15.6M
Bath Savings Trust CoCommon Stock34.4K shtrimmed$10.4M
Mn Services Vermogensbeheer B.V.COM10K shheld$3M
Applied Capital LLC/FLCOM7.4K shadded$2.2M
GAMMA Investing LLCCommon Stock3.4K shadded$1M
Cox Capital Mgt LLCStock1.9K shheld$582.7K
CoreCap Advisors, LLCStock1.7K shtrimmed$499.9K
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM1.4K shtrimmed$416.9K
EASTERN BANKCOM1.4K shtrimmed$411.1K
Avidian Wealth Enterprises, LLCCOM1.3K shadded$404.3K
Farther Finance Advisors, LLCStock1.2K shtrimmed$359.3K
PARK NATIONAL CORP /OH/Com996 shheld$301.5K
Ridgewood Investments LLCCOM912 sh—$276.1K
Everhart Financial Group, Inc.COM842 sh—$255K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock807 shadded$244.3K
Heartwood Wealth Advisors LLCStock761 shheld$230.3K
Valeo Financial Advisors, LLCStock723 shadded$218.8K
TOMPKINS FINANCIAL CORPCOM500 shtrimmed$151.3K
GK Wealth Management LLCCOM209 sh—$63.4K
AMERICAN NATIONAL BANK & TRUSTCOM99 shheld$30K
Rosenberg Matthew HamiltonStock18 shheld$5.4K
Grove Bank & TrustCOM11 shheld$3.3K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on WSO

Company overviewEverything on WSO in one place, with the price.SEC filingsWhat WSO's 8-Ks say happened: results, departures, auditor changes.Executive payWhat WSO awarded its chief executive, and what it became.Funds holding itWhich funds and ETFs hold WSO, and how big a bet.PatentsWhat WSO is filing at the patent office.

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