WATSCO INC (WSO) Institutional Ownership Changes & 13F Activity

WATSCO INC (WSO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Goldman Sachs Group Inc, Giverny Capital, State Street Corp, Envestnet Asset Management Inc, and Citadel Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-31,508-10.8%260,848$108.70MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+96+8.8%1,188$495.10KQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-9-0.3%2,837$1.18MQ2 2026Sep 23, 2026
State Street CorpBuy+49,070+3.9%1,323,011$551.34MQ2 2026Sep 22, 2026
Security National Bank Of So DakBuy+35—35$14.59KQ2 2026Sep 18, 2026
Anchor Investment Management, LlcBuy+5+0.0%21,509$8.96MQ2 2026Sep 15, 2026
Manufacturers Life Insurance Company, TheSell-2,213-10.0%19,951$8.31MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcBuy+163+10.8%1,676$698.45KQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-11-2.0%544$226.71KQ2 2026Sep 04, 2026
Anchor Capital Advisors LlcBuy+370+0.4%91,748$38.23MQ2 2026Sep 03, 2026
Citadel Advisors LlcBuy+13,904+82.9%30,681$12.79MQ2 2026Sep 02, 2026
Allianz Asset Management GmbhBuy+19+1.0%1,957$815.54KQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcSell-1-33.3%2$833.00Q2 2026Aug 28, 2026
Corient Private Wealth LlcBuy+1,703+1.2%144,919$60.39MQ2 2026Aug 27, 2026
Giverny CapitalBuy+65,975—65,975$27.49MQ2 2026Aug 26, 2026
California State Teachers Retirement SystemSell-8,444-15.4%46,560$19.40MQ2 2026Aug 24, 2026
Mercer Global Advisors IncBuy+3,148+90.6%6,624$2.76MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoSell-1,366-71.8%536$223.45KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-128-8.3%1,408$586.90KQ2 2026Aug 18, 2026
Dearborn Partners LlcSell-6,244-7.0%83,346$34.73MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-5,421-47.3%6,041$2.52MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+3,577—3,577$1.49MQ2 2026Aug 17, 2026
Stonehage Fleming Financial Services Holdings LtdBuy+1,289—1,289$537.16KQ2 2026Aug 17, 2026
Jefferies Financial Group Inc.Buy+498—498$207.53KQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcSell-296-11.3%2,319$966.44KQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioSell-274-2.5%10,699$4.46MQ2 2026Aug 17, 2026
Empowered Funds, LlcSell-231-18.6%1,008$420.06KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+214+2.1%10,587$4.41MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+3+18.8%19$7.92KQ2 2026Aug 17, 2026
Goldman Sachs Group IncSell-226,801-40.5%333,871$139.13MQ2 2026Aug 14, 2026
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Frequently asked questions about WSO activity

  • Which institutional owners are buying WSO?

    Institutional owners buying WSO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in WSO activity?

    "Buy" means an investor increased their reported position in WSO compared to the prior reporting period. This reflects growing exposure to WATSCO INC (WSO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in WSO increasing?

    Institutional interest in WSO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.