Companies / Watsco, Inc. / Institutional holders

Watsco, Inc.

Institutional holders · 13F as of Dec 31, 2025

Holder	Value	Shares	% of shares
Coston, McIsaac & Partners	$0	2	0.00%
CX Institutional	$1	4	0.00%
Smithfield Trust Co	$7	20	0.00%
IFC & Insurance Marketing, Inc.	$17	51	0.00%
First PREMIER Bank	$20	59	0.00%
Raleigh Capital Management Inc.	$23	0	0.00%
RESOURCES MANAGEMENT CORP /CT/ /ADV	$42	125	0.00%
Roble, Belko & Company, Inc	$58	171	0.00%
Covestor Ltd	$72	172	0.00%
BESSEMER GROUP INC	$181	496	0.00%
PRAXIS INVESTMENT MANAGEMENT INC	$209	574	0.00%
GROESBECK INVESTMENT MANAGEMENT CORP /NJ	$231	686	0.00%
CWM, LLC	$239	710	0.00%
Vestcor Inc	$249	739	0.00%
JTC Employer Solutions Trustee Ltd	$263	780	0.00%
Arete Wealth Advisors, LLC	$266	788	0.00%
BOSTON FAMILY OFFICE LLC	$304	835	0.00%
Penserra Capital Management LLC	$325	967	0.00%
Valued Wealth Advisors LLC	$337	1	0.00%
Triumph Capital Management	$337	1	0.00%
Quaker Wealth Management, LLC	$337	1	0.00%
Rakuten Securities, Inc.	$337	1	0.00%
American Capital Advisory, LLC	$337	1	0.00%
ROTHSCHILD INVESTMENT LLC	$337	1	0.00%
Litman Gregory Wealth Management LLC	$337	1	0.00%
Seneschal Advisors, LLC	$337	1	0.00%
Key Capital Management, INC	$337	1	0.00%
S&T BANK/PA	$364	1	0.00%
ALBION FINANCIAL GROUP /UT	$364	1	0.00%
BI Asset Management Fondsmaeglerselskab A/S	$369	1,095	0.00%
Quantitative Investment Management, LLC	$519	1,543	0.00%
HANTZ FINANCIAL SERVICES, INC.	$567	1,558	0.00%
PARK AVENUE SECURITIES LLC	$623	1,714	0.00%
Gulf International Bank (UK) Ltd	$645	1,914	0.00%
Capital Analysts, LLC	$647	1,922	0.00%
HARVEY INVESTMENT CO LLC	$649	1,785	0.00%
Bay Harbor Wealth Management, LLC	$673	2	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	$673	2	0.00%
PFS Partners, LLC	$674	2	0.00%
Principia Wealth Advisory, LLC	$674	2	0.00%
DecisionPoint Financial, LLC	$674	2	0.00%
Sachetta, LLC	$674	2	0.00%
Millstone Evans Group, LLC	$674	2	0.00%
True Wealth Design, LLC	$674	2	0.00%
Sunrise Financial Services, LLC	$674	2	0.00%
SBI Securities Co., Ltd.	$674	2	0.00%
GSA CAPITAL PARTNERS LLP	$729	2,163	0.01%
TOUNJIAN ADVISORY PARTNERS, LLC	$833	2	0.00%
Aventura Private Wealth, LLC	$883	2	0.00%
SlateStone Wealth, LLC	$890	2,641	0.01%