WATSCO INC

$WSO
Smart money positioned

17 of the Top-200 alpha managers hold $WSO as of the latest 13F snapshot.

13F holders
761
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

17 holders · Q1 2026

$WSO is held by 17 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.01% to 0.53%, with an average of 0.10% of portfolio. Largest holder: Motley Fool Wealth Management, LLC at 0.53%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 761 · Source: 13F-HR
01
Litman Gregory Wealth Management LLC
0.31% of portfolio
6,954,462 sh
02
Keating Investment Counselors Inc.
1.42% of portfolio
3,273,036 sh
03
Envestnet Asset Management Inc.
0.11% of portfolio
1,898,603 sh
04
State Farm Mutual Automobile Insurance Co.
0.03% of portfolio
1,578,530 sh
05
Axa S.a.
0.02% of portfolio
1,273,941 sh
06
State Street
0.01% of portfolio
1,240,636 sh
07
Markel Group Inc.
1.77% of portfolio
1,081,138 sh
08
Aristotle Capital Management, LLC
0.61% of portfolio
675,440 sh
09
Bedrijfstakpensioenfonds Voor De Media Pno
2.96% of portfolio
674,670 sh
10
Madison Investment Advisors, LLC
0.21% of portfolio
661,766 sh
See all 761 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $WSO in the recent window.

Congress trades · last 90 days

4 disclosures · STOCK Act
House · Oregon · Traded Sep 23
SOLD
$1K–$15K
Oct 10STOCK
House · Oregon · Traded Oct 29
BOUGHT
$1K–$15K
Sep 12STOCK
House · Michigan · Traded Aug 13
SOLD
$1K–$15K
Sep 12STOCK
House · Michigan · Traded Jun 17
BOUGHT
$1K–$15K
Aug 13STOCK

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:35 UTC.