Watsco Inc: which funds bought and sold

Institutions that bought and sold Watsco shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 333 institutions that filed 13F reports for both quarters added to or opened positions in Watsco, and 372 cut or closed them. Together they sold a net 497K shares, −1.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 461K shares (−3.8%); index fund managers were net buyers of 323K shares (+2.9%). 86 opened a new position and 70 sold out entirely.

Bought, Q2 2026 333 institutions, 86 of them new holders Sold, Q2 2026 372 institutions, 70 of them sold out

Net change, all compared −497K shares (−1.3%)

Net change, active managers −461K shares (−3.8%), 24 bought, 37 sold

Buyers versus sellers

institutions compared, 842

333 bought 137 372 sold

Active managers and hedge funds 24 bought · 37 sold · −461K

Index fund managers 11 bought · 1 sold · +323K

Other institutions 298 bought · 334 sold · −360K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Findlay Park Partners LLP Active manager	+189K New position	189K	$78.7M
Charles Schwab Investment Management Inc Index funds	+119K +8.9%	1.5M	$608M
Blackrock, Inc. Index funds	+103K +2.5%	4.2M	$1.7B
Ameriprise Financial Inc	+92K +134.3%	161K	$67M
Dearborn Partners LLC	+83K +93.0%	173K	$67.3M
Principal Financial Group Inc	+72K +41.0%	246K	$103M
Giverny Capital Inc. Active manager	+66K New position	66K	$27.5M
Ae Wealth Management LLC	+65K +6573.4%	66K	$27.4M
Citigroup Inc	+54K +63.3%	140K	$58.1M
AQR Capital Management LLC Hedge fund	+50K +237.3%	71K	$29.6M
Pembroke Management, Ltd	+49K +95.3%	101K	$42.2M
State Street Corp Index funds	+49K +3.9%	1.3M	$551M
Brown Advisory Inc Active manager	+49K +47.4%	152K	$63.2M
Vident Advisory, LLC	+49K +2695.3%	50K	$21M
Bridgewater Associates, LP Hedge fund	+48K New position	48K	$20M
Bank Of America Corp	+47K +19.5%	286K	$119M
Swedbank AB	+29K +49.5%	87K	$36.3M
Deutsche Bank Ag\	+28K +44.3%	92K	$38.4M
Squarepoint Ops LLC Hedge fund	+28K New position	28K	$11.7M
ING Groep NV	+25K New position	25K	$10.6M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Findlay Park Partners LLP Active manager	+189K New position	189K	$78.7M
Giverny Capital Inc. Active manager	+66K New position	66K	$27.5M
AQR Capital Management LLC Hedge fund	+50K +237.3%	71K	$29.6M
Brown Advisory Inc Active manager	+49K +47.4%	152K	$63.2M
Bridgewater Associates, LP Hedge fund	+48K New position	48K	$20M
Squarepoint Ops LLC Hedge fund	+28K New position	28K	$11.7M
Citadel Advisors LLC Hedge fund	+14K +82.9%	31K	$12.8M
Marshall Wace, LLP Hedge fund	+12K +86.7%	27K	$11.1M
Tudor Investment Corp Et Al Hedge fund	+12K New position	12K	$5M
Capital International Investors Active manager	+8,294 +0.2%	3.5M	$1.5B

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Goldman Sachs Group Inc	−227K −40.5%	334K	$139M
Two Sigma Investments, LP Hedge fund	−204K −68.1%	96K	$39.9M
Kayne Anderson Rudnick Investment Management LLC Active manager	−195K −14.7%	1.1M	$473M
FMR LLC Active manager	−185K −9.8%	1.7M	$711M
Junto Capital Management LP Hedge fund	−145K Sold out	0	—
SG Capital Management LLC	−140K −86.8%	21K	$8.9M
Employees Retirement System Of Texas	−101K −94.7%	5,718	$2.4M
Renaissance Technologies LLC Hedge fund	−65K −30.1%	151K	$63M
Conestoga Capital Advisors, LLC	−41K −33.6%	81K	$33.7M
Raymond James Financial Inc	−41K −9.5%	386K	$161M
Millennium Management LLC Hedge fund	−38K −81.8%	8,512	$3.5M
Hamlin Capital Management, LLC	−33K −9.8%	304K	$127M
Captrust Financial Advisors	−32K −9.6%	299K	$125M
Envestnet Asset Management Inc	−32K −10.8%	261K	$109M
Premier Fund Managers Ltd	−30K −59.9%	20K	$8.3M
Schwartz Investment Counsel Inc	−25K Sold out	0	—
Susquehanna International Group, LLP	−24K −95.8%	1,059	$441,317
Canada Life Assurance Co	−24K −48.0%	26K	$10.7M
Jacobs Levy Equity Management, Inc Active manager	−24K −16.0%	124K	$51.6M
HRT Financial LP	−23K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Two Sigma Investments, LP Hedge fund	−204K −68.1%	96K	$39.9M
Kayne Anderson Rudnick Investment Management LLC Active manager	−195K −14.7%	1.1M	$473M
FMR LLC Active manager	−185K −9.8%	1.7M	$711M
Junto Capital Management LP Hedge fund	−145K Sold out	0	—
Renaissance Technologies LLC Hedge fund	−65K −30.1%	151K	$63M
Millennium Management LLC Hedge fund	−38K −81.8%	8,512	$3.5M
Jacobs Levy Equity Management, Inc Active manager	−24K −16.0%	124K	$51.6M
Freestone Grove Partners LP Hedge fund	−21K −90.6%	2,195	$914,722
Riverbridge Partners LLC Active manager	−11K −8.7%	120K	$50.1M
Verition Fund Management LLC Hedge fund	−9,156 Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Findlay Park Partners LLPActive manager	189K	$78.7M
Giverny Capital Inc.Active manager	66K	$27.5M
Bridgewater Associates, LPHedge fund	48K	$20M
Squarepoint Ops LLCHedge fund	28K	$11.7M
ING Groep NV	25K	$10.6M
Erste Asset Management Gmbh	21K	$8.7M
Tudor Investment Corp Et AlHedge fund	12K	$5M
Elo Mutual Pension Insurance Co	11K	$4.8M
Lansforsakringar Fondforvaltning AB (Publ)	7,815	$3.3M
1834 Investment Advisors Co	4,563	$1.9M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Junto Capital Management LPHedge fund	145K	$52.8M
Schwartz Investment Counsel Inc	25K	$9.2M
HRT Financial LP	23K	$8.5M
Motley Fool Wealth Management, LLC	13K	$4.7M
AGF Management Ltd	9,685	$3.5M
Verition Fund Management LLCHedge fund	9,156	$3.3M
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys	8,750	$3.2M
Tredje Ap-Fonden	8,497	$3.1M
Worldquant Millennium Advisors LLCHedge fund	6,418	$2.3M
Atom Investors LP	5,848	$2.1M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 780
Ten largest holders: 51.9%
Index fund managers: 30.7%
Active managers and hedge funds: 30.8%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	24	37	9	8	−461K	−3.8%
Index fund managers	11	1	1	0	+323K	+2.9%
Other institutions	298	334	76	62	−360K	−2.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Watsco.

Only managers that filed a holdings report for both quarters are compared (842 here). 21 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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