WATSCO INC - WSO

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History Added to 4,090,056 1,487,921 0.03% 0.02% 1 +404,775 10.98% Q1 2026 May 13, 2026
Capital International Investors History Reduced 3,477,231 1,264,431 0.3% 0.25% 2 -1,165,662 -25.11% Q1 2026 May 13, 2026
VANGUARD GROUP INC History No change 3,523,522 1,187,250 0.02% 0.02% 3 0 0.0% Q4 2025 Jan 29, 2026
Capital Research Global Investors History New 1,898,603 690,677 0.11% 4 +1,898,603 New Q1 2026 May 13, 2026
FMR LLC History Reduced 1,890,322 687,680 0.04% 0.03% 5 -76,577 -3.89% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 1,751,054 637,015 0.03% 6 +1,751,054 New Q1 2026 May 08, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 1,567,499 570,240 0.01% 7 +1,567,499 New Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 1,340,401 487,195 0.07% 0.08% 8 -219,564 -14.07% Q1 2026 May 15, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 1,329,205 483,551 1.42% 1.27% 9 -77,679 -5.52% Q1 2026 May 14, 2026
STATE STREET CORP History Added to 1,273,941 463,446 0.02% 0.01% 10 +33,305 2.68% Q1 2026 May 15, 2026
BAILLIE GIFFORD & CO History Added to 1,137,258 413,723 0.42% 0.26% 11 +219,766 23.95% Q1 2026 May 08, 2026
MORGAN STANLEY History Added to 891,581 324,346 0.02% 0.02% 12 +66,126 8.01% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 654,030 237,450 0.01% 0.01% 13 +16,016 2.51% Q1 2026 May 15, 2026
BLAIR WILLIAM & CO/IL History Reduced 582,700 211,980 0.61% 0.61% 14 -92,740 -13.73% Q1 2026 May 08, 2026
MARKEL GROUP INC. History Added to 582,169 211,787 1.77% 1.55% 15 +4,500 0.78% Q1 2026 May 01, 2026
GOLDMAN SACHS GROUP INC History Added to 562,040 204,459 0.02% 0.01% 16 +255,721 83.48% Q1 2026 May 15, 2026
DAVENPORT & Co LLC History Added to 545,278 198,366 1.08% 0.85% 17 +75,101 15.97% Q1 2026 Apr 15, 2026
RAYMOND JAMES FINANCIAL INC History Added to 427,462 155,504 0.05% 0.04% 18 +33,592 8.53% Q1 2026 May 14, 2026
WELLS FARGO & COMPANY/MN History Reduced 421,188 153,224 0.03% 0.03% 19 -5,167 -1.21% Q1 2026 May 11, 2026
UBS Group AG History Added to 363,127 132,101 0.02% 0.01% 20 +176,252 94.32% Q1 2026 May 05, 2026
Capital World Investors History Reduced 339,018 123,331 0.02% 0.02% 21 -95,000 -21.89% Q1 2026 May 13, 2026
Hamlin Capital Management, LLC History Reduced 337,335 122,719 2.96% 2.75% 22 -2,987 -0.88% Q1 2026 Apr 14, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 330,883 120,357 0.21% 0.25% 23 -65,631 -16.55% Q1 2026 May 14, 2026
NORTHERN TRUST CORP History Added to 325,306 118,343 0.02% 0.01% 24 +6,144 1.93% Q1 2026 May 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 316,075 114,984 0.01% 0.0% 25 +200,475 173.42% Q1 2026 May 15, 2026
NORGES BANK History No change 328,989 110,852 0.01% 0.01% 26 0 0.0% Q4 2025 Feb 10, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 301,096 109,535 0.09% 0.19% 27 -103,707 -25.62% Q1 2026 May 15, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 292,356 106,356 0.03% 0.02% 28 +73,770 33.75% Q1 2026 May 04, 2026
BAHL & GAYNOR INC History Added to 261,924 95,285 0.48% 0.44% 29 +1,138 0.44% Q1 2026 May 07, 2026
SG Capital Management LLC History New 261,191 95,018 6.31% 30 +261,191 New Q1 2026 May 08, 2026
Bank of New York Mellon Corp History Reduced 251,778 91,594 0.02% 0.02% 31 -2,422 -0.95% Q1 2026 May 05, 2026
BANK OF AMERICA CORP /DE/ History Added to 239,606 87,166 0.01% 0.01% 32 +26,003 12.17% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 237,182 86,305 0.02% 0.02% 33 +1,670 0.71% Q1 2026 May 07, 2026
CALEDONIA INVESTMENTS PLC History No change 232,927 84,668 9.89% 8.7% 34 0 0.0% Q1 2026 Apr 22, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 225,996 82,215 0.44% 0.42% 35 -4,996 -2.16% Q1 2026 May 14, 2026
TWO SIGMA ADVISERS, LP History No change 234,580 79,041 0.15% 0.15% 36 0 0.0% Q4 2025 Feb 17, 2026
VANGUARD FIDUCIARY TRUST CO History New 216,751 78,851 0.02% 37 +216,751 New Q1 2026 May 08, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 216,400 78,724 0.12% 0.16% 38 -88,880 -29.11% Q1 2026 May 14, 2026
WELCH & FORBES LLC History Reduced 209,805 76,325 0.99% 0.86% 39 -913 -0.43% Q1 2026 May 01, 2026
JPMORGAN CHASE & CO History Reduced 201,299 70,235 0.0% 0.0% 40 -13,503 -6.29% Q1 2026 May 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 174,551 63,504 0.03% 0.01% 41 +96,788 124.47% Q1 2026 May 04, 2026
Vantage Investment Partners, LLC History Added to 171,864 62,522 4.31% 3.74% 42 +5,692 3.43% Q1 2026 May 01, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Added to 162,639 59,166 1.91% 1.18% 43 +52,708 47.95% Q1 2026 Apr 30, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 149,692 54,456 0.01% 0.01% 44 +21,114 16.42% Q1 2026 May 13, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Reduced 147,380 53,615 0.23% 0.2% 45 -5,065 -3.32% Q1 2026 May 15, 2026
Junto Capital Management LP History New 145,151 52,804 1.11% 46 +145,151 New Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Added to 144,173 52,448 0.01% 0.01% 47 +6,517 4.73% Q1 2026 May 15, 2026
Corient Private Wealth LLC History Reduced 143,216 52,006 0.07% 0.06% 48 -328,966 -69.67% Q1 2026 May 15, 2026
BENJAMIN EDWARDS INC History Reduced 141,901 51,644 0.51% 0.54% 49 -3,230 -2.23% Q1 2026 May 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 140,170 50,992 0.01% 0.01% 50 -8,836 -5.93% Q1 2026 May 15, 2026
Epoch Investment Partners, Inc. History Reduced 133,469 48,554 0.29% 0.26% 51 -1,662 -1.23% Q1 2026 May 14, 2026
RIVERBRIDGE PARTNERS LLC History Added to 131,738 47,925 1.17% 0.44% 52 +62,328 89.8% Q1 2026 Apr 17, 2026
Neuberger Berman Group LLC History Reduced 130,482 47,557 0.04% 0.1% 53 -252,363 -65.92% Q1 2026 May 14, 2026
CIBC Bancorp USA Inc. History New 127,904 46,526 0.06% 54 +127,904 New Q1 2026 May 12, 2026
AEGON ASSET MANAGEMENT UK PLC History Added to 125,107 45,040 0.6% 0.46% 55 +11,103 9.74% Q1 2026 Apr 16, 2026
Baird Financial Group, Inc. History Added to 122,206 44,457 0.07% 0.06% 56 +12,597 11.49% Q1 2026 May 14, 2026
Conestoga Capital Advisors, LLC History Added to 121,904 44,347 0.89% 0.66% 57 +6,336 5.48% Q1 2026 Apr 24, 2026
STIFEL FINANCIAL CORP History Added to 110,760 40,295 0.04% 0.03% 58 +7,256 7.01% Q1 2026 May 12, 2026
Employees Retirement System of Texas History Reduced 107,201 38,999 0.34% 0.31% 59 -5,400 -4.8% Q1 2026 May 13, 2026
RHUMBLINE ADVISERS History Added to 107,110 38,965 0.03% 0.03% 60 +3,746 3.62% Q1 2026 May 12, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Reduced 106,083 38,591 0.17% 0.16% 61 -10,903 -9.32% Q1 2026 May 08, 2026
Legal & General Group Plc History Added to 103,754 37,744 0.01% 0.01% 62 +3,302 3.29% Q1 2026 May 08, 2026
BROWN ADVISORY INC History Added to 102,900 37,433 0.06% 0.0% 63 +100,418 4045.85% Q1 2026 May 15, 2026
Swiss National Bank History Added to 102,484 37,282 0.02% 0.02% 64 +6,840 7.15% Q1 2026 May 07, 2026
ANCHOR CAPITAL ADVISORS LLC History Added to 91,378 33,242 0.95% 0.83% 65 +5,986 7.01% Q1 2026 May 12, 2026
DEARBORN PARTNERS LLC History Reduced 89,590 32,592 1.76% 1.59% 66 -5,141 -5.43% Q1 2026 May 12, 2026
CITIGROUP INC History Reduced 85,452 31,086 0.01% 0.02% 67 -39,646 -31.69% Q1 2026 May 11, 2026
HOWLAND CAPITAL MANAGEMENT LLC History Reduced 83,164 30,254 1.2% 1.07% 68 -697 -0.83% Q1 2026 Apr 14, 2026
FENIMORE ASSET MANAGEMENT INC History Added to 80,971 29,456 0.66% 0.43% 69 +20,112 33.05% Q1 2026 May 15, 2026
Wilkinson Global Asset Management LLC History Reduced 78,084 28,406 2.16% 1.82% 70 -841 -1.07% Q1 2026 May 13, 2026
Invesco Ltd. History Reduced 75,441 27,444 0.0% 0.0% 71 -2,895 -3.7% Q1 2026 May 12, 2026
Nuveen, LLC History Added to 75,300 27,393 0.01% 0.01% 72 +14,233 23.31% Q1 2026 Apr 30, 2026
ALPS ADVISORS INC History Added to 71,467 25,998 0.12% 0.14% 73 +695 0.98% Q1 2026 May 08, 2026
CAPITAL ADVISORS INC/OK History Added to 71,088 25,860 0.42% 0.36% 74 +4,711 7.1% Q1 2026 Apr 27, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 69,933 25,440 0.02% 0.01% 75 +3,253 4.88% Q1 2026 Apr 30, 2026
AMERIPRISE FINANCIAL INC History Added to 68,572 24,945 0.01% 0.0% 76 +31,109 83.04% Q1 2026 May 15, 2026
Curi Capital, LLC History Reduced 65,655 23,884 0.42% 0.39% 77 -1,330 -1.99% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Reduced 63,877 23,237 0.01% 0.01% 78 -171 -0.27% Q1 2026 May 06, 2026
Gotham Asset Management, LLC History Added to 63,568 23,125 0.07% 0.03% 79 +36,706 136.65% Q1 2026 May 15, 2026
Capital International, Inc./CA/ History Added to 63,551 23,119 0.18% 0.15% 80 +5,089 8.7% Q1 2026 May 13, 2026
NATIXIS ADVISORS, LLC History Added to 63,225 23,001 0.03% 0.03% 81 +6,249 10.97% Q1 2026 May 13, 2026
GENEVA CAPITAL MANAGEMENT LLC History Reduced 60,059 21,848 0.46% 0.43% 82 -7,460 -11.05% Q1 2026 May 06, 2026
Swedbank AB History Added to 58,214 21,177 0.02% 0.02% 83 +5,869 11.21% Q1 2026 Apr 29, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Reduced 57,492 20,915 0.04% 0.03% 84 -6,001 -9.45% Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History Added to 56,583 20,585 0.02% 0.02% 85 +756 1.35% Q1 2026 May 08, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 58,665 20,371 0.01% 0.0% 86 +56,412 2503.86% Q1 2026 May 15, 2026
DUDLEY & SHANLEY, INC. History No change 55,692 20,260 3.31% 3.02% 87 0 0.0% Q1 2026 Apr 08, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 55,004 20,009 0.02% 0.02% 88 -1,236 -2.2% Q1 2026 May 15, 2026
Retirement Systems of Alabama History Added to 54,962 19,994 0.07% 0.06% 89 +901 1.67% Q1 2026 Apr 24, 2026
NORDEA INVESTMENT MANAGEMENT AB History Reduced 54,275 19,267 0.02% 0.02% 90 -2,540 -4.47% Q1 2026 May 13, 2026
Handelsbanken Fonder AB History Added to 52,738 19,186 0.06% 0.04% 91 +11,080 26.6% Q1 2026 Apr 28, 2026
Pembroke Management, LTD History Added to 51,878 18,872 2.73% 1.63% 92 +5,075 10.84% Q1 2026 May 13, 2026
HEARTLAND ADVISORS INC History Added to 51,593 18,769 0.96% 0.82% 93 +6,442 14.27% Q1 2026 May 06, 2026
DDD Partners, LLC History New 50,496 18,369 1.27% 94 +50,496 New Q1 2026 Apr 28, 2026
CANADA LIFE ASSURANCE Co History Reduced 49,542 18,055 0.03% 0.03% 95 -1,370 -2.69% Q1 2026 May 14, 2026
Premier Fund Managers Ltd History Reduced 50,394 17,596 1.25% 1.06% 96 -3,168 -5.91% Q1 2026 May 14, 2026
FIFTH THIRD BANCORP History Added to 47,567 17,304 0.03% 0.0% 97 +45,972 2882.26% Q1 2026 May 01, 2026
Amundi History Reduced 47,567 17,304 0.0% 0.01% 98 -7,785 -14.06% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Added to 46,769 17,014 0.01% 0.0% 99 +18,414 64.94% Q1 2026 May 15, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 46,556 16,936 0.01% 0.01% 100 +534 1.16% Q1 2026 May 15, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 46,268 16,831 0.01% 0.01% 101 -12,857 -21.75% Q1 2026 May 06, 2026
Williams Jones Wealth Management, LLC. History Added to 46,000 16,734 0.21% 0.17% 102 +1,089 2.42% Q1 2026 May 05, 2026
Caption Management, LLC History New 45,000 16,370 0.1% 103 +45,000 New Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 48,004 16,174 0.01% 0.01% 104 -333 -0.69% Q1 2026 May 15, 2026
FEDERATED HERMES, INC. History Reduced 44,422 16,160 0.03% 0.03% 105 -1,015 -2.23% Q1 2026 May 11, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 44,059 16,028 0.04% 0.05% 106 -14,873 -25.24% Q1 2026 May 12, 2026
COMERICA BANK History No change 45,756 15,417 0.06% 0.06% 107 0 0.0% Q4 2025 Jan 29, 2026
GRACE & WHITE INC /NY History No change 42,200 15,351 2.71% 2.54% 108 0 0.0% Q1 2026 Apr 21, 2026
Intrinsic Edge Capital Management LLC History New 40,000 14,551 2.41% 109 +40,000 New Q1 2026 May 18, 2026
DekaBank Deutsche Girozentrale History No change 38,869 14,379 0.02% 0.03% 110 0 0.0% Q1 2026 May 07, 2026
Bath Savings Trust Co History Reduced 37,618 13,684 1.46% 1.29% 111 -870 -2.26% Q1 2026 Apr 07, 2026
LaFleur & Godfrey LLC History Added to 37,030 13,471 1.68% 1.51% 112 +31 0.08% Q1 2026 May 04, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 36,912 13,430 0.0% 0.0% 113 +3,121 9.24% Q1 2026 May 15, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 36,678 13,343 0.01% 0.01% 114 +3,783 11.5% Q1 2026 May 12, 2026
WASHINGTON TRUST Co History Added to 36,319 13,212 0.45% 0.4% 115 +223 0.62% Q1 2026 Apr 06, 2026
Motley Fool Asset Management LLC History Reduced 35,366 12,865 0.55% 0.48% 116 -1,420 -3.86% Q1 2026 May 12, 2026
Patrick Mauro Investment Advisor, INC. History Added to 35,170 12,794 6.43% 6.01% 117 +1,037 3.04% Q1 2026 May 06, 2026
Running Oak Capital LLC History Reduced 34,761 12,645 1.71% 1.61% 118 -3,356 -8.8% Q1 2026 May 11, 2026
BARCLAYS PLC History Reduced 34,270 12,467 0.0% 0.0% 119 -18,015 -34.46% Q1 2026 May 14, 2026
FIRST TRUST ADVISORS LP History Added to 34,212 12,445 0.01% 0.0% 120 +22,208 185.0% Q1 2026 May 13, 2026
Covington Investment Advisors Inc. History Reduced 34,098 12,405 1.82% 1.61% 121 -757 -2.17% Q1 2026 May 12, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 34,004 12,370 0.02% 0.02% 122 -1,246 -3.53% Q1 2026 May 08, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 33,877 12,324 0.03% 0.02% 123 -1,134 -3.24% Q1 2026 Apr 27, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History Reduced 29,416 12,033 0.12% 0.11% 124 -1,710 -5.49% Q1 2026 Apr 13, 2026
LPL Financial LLC History Added to 32,288 11,746 0.0% 0.0% 125 +2,495 8.37% Q1 2026 May 06, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Added to 31,968 11,628 0.09% 0.08% 126 +240 0.76% Q1 2026 May 04, 2026
CITADEL ADVISORS LLC History Reduced 31,877 11,596 0.0% 0.0% 127 -47,780 -59.98% Q1 2026 May 15, 2026
WENDELL DAVID ASSOCIATES INC History Reduced 30,709 11,172 1.22% 1.07% 128 -680 -2.17% Q1 2026 Apr 23, 2026
Redmond Asset Management, LLC History Added to 30,579 11,124 3.04% 2.57% 129 +682 2.28% Q1 2026 May 06, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 29,861 10,863 0.09% 0.08% 130 +16 0.05% Q1 2026 Apr 24, 2026
Carnegie Investment Counsel History Added to 29,712 10,808 0.21% 0.17% 131 +1,772 6.34% Q1 2026 May 01, 2026
Prospera Financial Services Inc History Added to 29,563 10,760 0.17% 0.16% 132 +164 0.56% Q1 2026 Apr 14, 2026
FRANKLIN RESOURCES INC History Reduced 28,936 10,526 0.0% 0.0% 133 -1,725 -5.63% Q1 2026 May 13, 2026
SEI INVESTMENTS CO History Reduced 28,781 10,468 0.01% 0.01% 134 -7,970 -21.69% Q1 2026 May 13, 2026
Korea Investment CORP History Added to 28,745 10,457 0.02% 0.02% 135 +2,712 10.42% Q1 2026 May 12, 2026
AVIVA PLC History Added to 28,513 10,372 0.02% 0.02% 136 +586 2.1% Q1 2026 May 14, 2026
STOREBRAND ASSET MANAGEMENT AS History Reduced 28,179 10,251 0.03% 0.03% 137 -2,212 -7.28% Q1 2026 May 05, 2026
Crown Oak Advisors, LLC History Added to 27,097 9,857 4.94% 4.27% 138 +376 1.41% Q1 2026 Apr 24, 2026
TRUIST FINANCIAL CORP History Reduced 26,827 9,759 0.01% 0.02% 139 -8,802 -24.7% Q1 2026 Apr 27, 2026
BLI - Banque de Luxembourg Investments History No change 28,500 9,621 0.29% 0.29% 140 0 0.0% Q1 2026 May 15, 2026
SCHWARTZ INVESTMENT COUNSEL INC History Reduced 25,185 9,162 0.33% 1.97% 141 -142,000 -84.94% Q1 2026 May 04, 2026
Aberdeen Group plc History Reduced 24,807 9,024 0.01% 0.01% 142 -131 -0.53% Q1 2026 Apr 29, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 24,720 8,992 0.0% 0.03% 143 -6,932 -21.9% Q1 2026 May 04, 2026
CIBC WORLD MARKET INC. History Added to 24,294 8,837 0.01% 0.0% 144 +17,178 241.4% Q1 2026 May 14, 2026
DF DENT & CO INC History Added to 24,081 8,756 0.17% 0.1% 145 +2,481 11.49% Q1 2026 May 15, 2026
Taylor Securities Services, Inc. History Added to 23,825 8,667 4.05% 3.63% 146 +225 0.95% Q1 2026 May 14, 2026
HRT FINANCIAL LP History Reduced 23,461 8,534 0.02% 0.08% 147 -47,283 -66.84% Q1 2026 May 14, 2026
Freestone Grove Partners LP History New 23,359 8,497 0.06% 148 +23,359 New Q1 2026 May 15, 2026
Quantinno Capital Management LP History Added to 23,306 8,478 0.01% 0.01% 149 +8,881 61.57% Q1 2026 May 15, 2026
Stratos Wealth Partners, LTD. History Reduced 22,794 8,292 0.09% 0.1% 150 -2,438 -9.66% Q1 2026 Apr 28, 2026
COMMERCE BANK History Added to 22,509 8,188 0.04% 0.0% 151 +20,547 1047.25% Q1 2026 May 11, 2026
Ascent Group, LLC History Added to 22,374 8,139 0.28% 0.23% 152 +2,012 9.88% Q1 2026 May 15, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 22,164 8,063 0.01% 0.01% 153 +3,115 16.35% Q1 2026 May 15, 2026
Anchor Investment Management, LLC History Reduced 21,504 7,822 0.65% 0.6% 154 -300 -1.38% Q1 2026 May 01, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 21,160 7,582 0.0% 0.0% 155 +6,209 41.53% Q1 2026 May 15, 2026
Advisors Capital Management, LLC History Added to 20,246 7,365 0.09% 0.08% 156 +105 0.52% Q1 2026 May 01, 2026
FineMark National Bank & Trust History No change 20,823 7,016 0.22% 0.22% 157 0 0.0% Q4 2025 Feb 12, 2026
Janney Montgomery Scott LLC History Added to 19,201 6,985 0.02% 0.01% 158 +1,295 7.23% Q1 2026 Apr 22, 2026
PFA Pension, Forsikringsaktieselskab History No change 19,031 6,923 0.02% 0.02% 159 0 0.0% Q1 2026 Apr 28, 2026
Ironvine Capital Partners, LLC History Added to 18,947 6,892 0.76% 0.33% 160 +9,301 96.42% Q1 2026 May 15, 2026
SOUTHERNSUN ASSET MANAGEMENT, LLC History Added to 18,646 6,783 0.98% 0.87% 161 +188 1.02% Q1 2026 May 13, 2026
TD ASSET MANAGEMENT INC History Reduced 18,365 6,681 0.01% 0.01% 162 -789 -4.12% Q1 2026 May 11, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 18,208 6,623 0.02% 0.02% 163 -4,947 -21.36% Q1 2026 May 15, 2026
ARCADIA INVESTMENT MANAGEMENT CORP/MI History Added to 18,065 6,571 1.13% 0.99% 164 +50 0.28% Q1 2026 Apr 22, 2026
Canal Capital Management, LLC History Added to 17,970 6,537 0.88% 0.43% 165 +8,979 99.87% Q1 2026 Apr 27, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 17,919 6,518 0.0% 0.0% 166 +861 5.05% Q1 2026 May 08, 2026
Vision Capital Management, Inc. History Added to 17,490 6,362 0.8% 0.71% 167 +26 0.15% Q1 2026 Apr 24, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 17,374 6,320 0.46% 0.44% 168 +25 0.14% Q1 2026 Apr 20, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 17,341 6,308 0.01% 169 +17,341 New Q1 2026 May 08, 2026
MetLife Investment Management, LLC History Added to 17,180 6,249 0.03% 0.03% 170 +116 0.68% Q1 2026 May 14, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 16,865 6,135 0.07% 0.04% 171 +7,212 74.71% Q1 2026 Apr 23, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 16,748 6,092 0.01% 0.01% 172 0 0.0% Q1 2026 May 06, 2026
DANSKE BANK A/S History Added to 16,397 5,965 0.01% 0.01% 173 +960 6.22% Q1 2026 May 12, 2026
Ipswich Investment Management Co., Inc. History Reduced 16,292 5,926 1.39% 1.3% 174 -428 -2.56% Q1 2026 Apr 10, 2026
Marks Group Wealth Management, Inc History Reduced 16,204 5,894 0.57% 0.54% 175 -516 -3.09% Q1 2026 May 05, 2026
TOWER BRIDGE ADVISORS History Added to 16,196 5,892 0.57% 0.54% 176 +384 2.43% Q1 2026 May 12, 2026
Vanguard Investments Australia, Ltd. History New 16,021 5,828 0.02% 177 +16,021 New Q1 2026 May 08, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 16,004 5,822 0.0% 0.0% 178 -4,302 -21.19% Q1 2026 May 12, 2026
River Road Asset Management, LLC History Reduced 15,905 5,786 0.07% 0.06% 179 -1,002 -5.93% Q1 2026 Apr 30, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Reduced 15,740 5,726 0.01% 0.01% 180 -259 -1.62% Q1 2026 May 01, 2026
Pictet Asset Management Holding SA History Reduced 15,717 5,717 0.01% 0.01% 181 -6,090 -27.93% Q1 2026 Apr 22, 2026
AMALGAMATED BANK History Added to 15,705 5,713 0.04% 0.04% 182 +230 1.49% Q1 2026 May 08, 2026
Creative Planning History Added to 14,994 5,454 0.0% 0.0% 183 +6,190 70.31% Q1 2026 May 12, 2026
Treasurer of the State of North Carolina History Added to 14,899 5,420 0.02% 0.02% 184 +313 2.15% Q1 2026 May 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 14,784 5,378 0.05% 0.04% 185 0 0.0% Q1 2026 Apr 29, 2026
MARSICO CAPITAL MANAGEMENT LLC History No change 14,415 5,244 0.15% 0.14% 186 0 0.0% Q1 2026 May 13, 2026
MARSHALL WACE, LLP History New 14,330 5,213 0.01% 187 +14,330 New Q1 2026 May 14, 2026
Princeton Global Asset Management LLC History Added to 14,321 5,209 0.85% 0.77% 188 +171 1.21% Q1 2026 Apr 22, 2026
Vanguard Global Advisers, LLC History New 14,168 5,154 0.0% 189 +14,168 New Q1 2026 May 08, 2026
Baskin Financial Services Inc. History Reduced 13,467 4,899 0.4% 1.79% 190 -57,095 -80.91% Q1 2026 Apr 13, 2026
&PARTNERS History Added to 13,412 4,893 0.02% 0.02% 191 +1,703 14.54% Q1 2026 May 15, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 13,383 4,868 0.06% 0.05% 192 -1,152 -7.93% Q1 2026 May 07, 2026
Kensington Investment Counsel, LLC History Reduced 13,372 4,864 2.34% 2.19% 193 -2,599 -16.27% Q1 2026 May 18, 2026
Asset Management One Co., Ltd. History Added to 13,331 4,849 0.01% 0.01% 194 +444 3.45% Q1 2026 May 08, 2026
Mn Services Vermogensbeheer B.V. History No change 13,175 4,793 0.03% 0.03% 195 0 0.0% Q1 2026 Apr 30, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 13,152 4,784 0.01% 0.01% 196 -467 -3.43% Q1 2026 May 15, 2026
Motley Fool Wealth Management, LLC History Reduced 12,992 4,726 0.53% 0.46% 197 -4,801 -26.98% Q1 2026 May 12, 2026
Hamilton Point Investment Advisors, LLC History Reduced 12,951 4,711 0.73% 0.67% 198 -45 -0.35% Q1 2026 May 06, 2026
Cetera Investment Advisers History Added to 12,822 4,664 0.0% 0.0% 199 +2,276 21.58% Q1 2026 May 13, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 12,781 4,649 0.02% 0.02% 200 -3,245 -20.25% Q1 2026 Apr 30, 2026
KLP KAPITALFORVALTNING AS History Added to 12,600 4,583 0.02% 0.02% 201 +200 1.61% Q1 2026 Apr 29, 2026
BUCKHEAD CAPITAL MANAGEMENT LLC History Added to 12,430 4,522 1.7% 1.25% 202 +2,053 19.78% Q1 2026 May 08, 2026
ALERUS FINANCIAL NA History Reduced 11,939 4,343 0.22% 0.2% 203 -444 -3.59% Q1 2026 May 12, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 11,900 4,335 0.01% 0.01% 204 +2,255 23.38% Q1 2026 May 11, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 11,852 4,311 0.01% 0.01% 205 +1,297 12.29% Q1 2026 May 11, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 11,845 4,309 0.01% 0.02% 206 -6,152 -34.18% Q1 2026 May 11, 2026
Vestmark Advisory Solutions, Inc. History Reduced 11,831 4,304 0.05% 0.06% 207 -469 -3.81% Q1 2026 May 15, 2026
State of Tennessee, Department of Treasury History No change 11,734 4,268 0.01% 0.01% 208 0 0.0% Q1 2026 May 15, 2026
Monte Financial Group, LLC History Added to 11,712 4,260 1.51% 1.27% 209 +1,582 15.62% Q1 2026 May 14, 2026
US BANCORP \DE\ History Added to 11,632 4,232 0.01% 0.0% 210 +311 2.75% Q1 2026 May 14, 2026
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND History Added to 11,619 4,226 0.02% 0.03% 211 +2,260 24.15% Q1 2026 Apr 27, 2026
State of New Jersey Common Pension Fund D History No change 11,516 4,189 0.02% 0.01% 212 0 0.0% Q1 2026 May 05, 2026
Resona Asset Management Co.,Ltd. History Added to 11,565 4,184 0.02% 0.02% 213 +576 5.24% Q1 2026 Apr 29, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 11,478 4,175 0.01% 0.01% 214 -1,230 -9.68% Q1 2026 Apr 27, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 11,462 4,169 0.03% 0.03% 215 -1,887 -14.14% Q1 2026 May 15, 2026
AMERICAN CENTURY COMPANIES INC History Added to 11,447 4,164 0.0% 0.0% 216 +179 1.59% Q1 2026 May 15, 2026
Voleon Capital Management LP History Added to 11,290 4,107 0.09% 0.03% 217 +7,311 183.74% Q1 2026 May 15, 2026
OPPENHEIMER & CO INC History Added to 11,287 4,106 0.05% 0.05% 218 +1,683 17.52% Q1 2026 Apr 23, 2026
Ensign Peak Advisors, Inc History Reduced 11,229 4,084 0.01% 0.01% 219 -3,923 -25.89% Q1 2026 May 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 10,933 4,048 0.01% 0.01% 220 -2,982 -21.43% Q1 2026 Apr 08, 2026
BANK OF MONTREAL /CAN/ History Added to 11,127 4,047 0.0% 0.0% 221 +179 1.64% Q1 2026 May 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 10,973 3,991 0.01% 0.01% 222 -328 -2.9% Q1 2026 May 14, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 10,775 3,919 0.08% 0.03% 223 +7,083 191.85% Q1 2026 Apr 27, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 10,736 3,905 0.05% 0.05% 224 -494 -4.4% Q1 2026 Apr 24, 2026
FIDUCIARY TRUST CO History Reduced 10,601 3,856 0.05% 0.05% 225 -2,406 -18.5% Q1 2026 May 15, 2026
HighTower Advisors, LLC History Added to 10,573 3,845 0.0% 0.0% 226 +57 0.54% Q1 2026 May 05, 2026
DnB Asset Management AS History Added to 10,505 3,821 0.01% 0.01% 227 +874 9.07% Q1 2026 May 14, 2026
CIBC Private Wealth Group LLC History No change 11,246 3,789 0.01% 0.01% 228 0 0.0% Q4 2025 Feb 12, 2026
Avanza Fonder AB History No change 10,402 3,784 0.1% 0.09% 229 0 0.0% Q1 2026 Apr 15, 2026
CENTAURUS FINANCIAL, INC. History Added to 10,373 3,774 0.18% 0.15% 230 +939 9.95% Q1 2026 May 18, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Added to 10,310 3,750 0.24% 0.1% 231 +5,754 126.29% Q1 2026 May 12, 2026
HSBC HOLDINGS PLC History Reduced 10,180 3,698 0.0% 0.0% 232 -301 -2.87% Q1 2026 Apr 30, 2026
Louisiana State Employees Retirement System History Added to 10,100 3,674 0.06% 0.06% 233 +400 4.12% Q1 2026 Apr 20, 2026
WESTFIELD CAPITAL MANAGEMENT CO LP History New 9,822 3,573 0.01% 234 +9,822 New Q1 2026 May 11, 2026
D.A. DAVIDSON & CO. History Added to 9,819 3,572 0.02% 0.02% 235 +167 1.73% Q1 2026 May 05, 2026
SG Americas Securities, LLC History Reduced 9,764 3,552 0.0% 0.0% 236 -853 -8.03% Q1 2026 Apr 16, 2026
JANE STREET GROUP, LLC History Added to 9,725 3,537 0.0% 0.0% 237 +3,762 63.09% Q1 2026 May 12, 2026
AGF MANAGEMENT LTD History Added to 9,685 3,523 0.02% 0.01% 238 +409 4.41% Q1 2026 May 07, 2026
Pathstone Holdings, LLC History Reduced 9,533 3,467 0.01% 0.01% 239 -225 -2.31% Q1 2026 May 11, 2026
Arizona State Retirement System History Reduced 9,490 3,452 0.02% 0.02% 240 -84 -0.88% Q1 2026 May 01, 2026
GUGGENHEIM CAPITAL LLC History Reduced 9,488 3,451 0.03% 0.03% 241 -1,200 -11.23% Q1 2026 May 15, 2026
NewEdge Wealth, LLC History Reduced 9,406 3,421 0.04% 0.04% 242 -1,244 -11.68% Q1 2026 May 13, 2026
Verition Fund Management LLC History Added to 9,156 3,330 0.02% 0.01% 243 +2,663 41.01% Q1 2026 May 15, 2026
CAMBIAR INVESTORS LLC History New 9,147 3,327 0.15% 244 +9,147 New Q1 2026 May 12, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 8,750 3,183 0.02% 0.01% 245 +11 0.13% Q1 2026 May 01, 2026
Tredje AP-fonden History New 8,497 3,091 0.02% 246 +8,497 New Q1 2026 May 12, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Added to 8,383 3,049 0.02% 0.01% 247 +100 1.21% Q1 2026 May 04, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 8,381 3,048 0.1% 0.06% 248 +2,788 49.85% Q1 2026 May 14, 2026
Atria Investments, Inc History Added to 8,140 2,961 0.03% 0.03% 249 +613 8.14% Q1 2026 May 05, 2026
Prosperity Consulting Group, LLC History Reduced 8,105 2,948 0.13% 0.13% 250 -456 -5.33% Q1 2026 May 05, 2026
CREDIT AGRICOLE S A History Reduced 8,094 2,944 0.01% 0.01% 251 -10 -0.12% Q1 2026 May 15, 2026
Advisors Asset Management, Inc. History Added to 7,983 2,904 0.05% 0.04% 252 +1,278 19.06% Q1 2026 May 15, 2026
FORSTA AP-FONDEN History No change 8,600 2,897 0.02% 0.02% 253 0 0.0% Q4 2025 Feb 10, 2026
Swiss Life Asset Management Ltd History Added to 7,932 2,885 0.01% 0.01% 254 +1,861 30.65% Q1 2026 May 14, 2026
GABELLI FUNDS LLC History No change 7,800 2,872 0.02% 0.02% 255 0 0.0% Q1 2026 May 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 7,869 2,863 0.01% 0.0% 256 +5 0.06% Q1 2026 May 01, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 7,825 2,846 0.04% 0.03% 257 +11 0.14% Q1 2026 May 08, 2026
Prospect Capital Advisors, LLC History No change 7,810 2,841 1.58% 1.36% 258 0 0.0% Q1 2026 May 29, 2026
Orion Porfolio Solutions, LLC History Reduced 7,773 2,827 0.02% 0.02% 259 -362 -4.45% Q1 2026 May 13, 2026
Sanctuary Advisors, LLC History Added to 7,649 2,782 0.02% 0.01% 260 +1,188 18.39% Q1 2026 May 05, 2026
IFM Investors Pty Ltd History New 7,461 2,714 0.02% 261 +7,461 New Q1 2026 Apr 23, 2026
MIDDLETON & CO INC/MA History Reduced 7,340 2,670 0.3% 0.27% 262 -170 -2.26% Q1 2026 May 08, 2026
Applied Capital LLC/FL History Reduced 7,295 2,653 1.25% 1.48% 263 -111 -1.5% Q1 2026 May 07, 2026
Numerai GP LLC History Reduced 7,196 2,617 0.26% 0.73% 264 -10,812 -60.04% Q1 2026 May 15, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 7,118 2,589 0.08% 0.07% 265 0 0.0% Q1 2026 May 04, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 7,108 2,585 0.03% 0.03% 266 +193 2.79% Q1 2026 Apr 29, 2026
Hosking Partners LLP History New 7,092 2,579 0.09% 267 +7,092 New Q1 2026 Apr 21, 2026
Jump Financial, LLC History Added to 7,081 2,575 0.03% 0.0% 268 +6,485 1088.09% Q1 2026 May 14, 2026
SEB Asset Management AB History New 6,993 2,543 0.01% 269 +6,993 New Q1 2026 May 07, 2026
Cerity Partners LLC History Reduced 6,858 2,494 0.0% 0.0% 270 -81 -1.17% Q1 2026 May 15, 2026
VAN ECK ASSOCIATES CORP History Added to 6,728 2,448 0.0% 0.0% 271 +160 2.44% Q1 2026 May 15, 2026
Rockefeller Capital Management L.P. History Reduced 6,658 2,422 0.0% 0.0% 272 -28 -0.42% Q1 2026 May 14, 2026
Freedom Day Solutions, LLC History Reduced 6,436 2,341 0.63% 0.6% 273 -87 -1.33% Q1 2026 May 05, 2026
Callan Family Office, LLC History Added to 6,435 2,340 0.05% 0.04% 275 +981 17.99% Q1 2026 May 13, 2026
Ameritas Investment Partners, Inc. History Added to 6,434 2,340 0.07% 0.07% 274 +34 0.53% Q1 2026 May 13, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History New 6,418 2,334 0.01% 276 +6,418 New Q1 2026 May 15, 2026
XPONANCE LLC History Added to 6,411 2,332 0.02% 0.01% 277 +969 17.81% Q1 2026 May 13, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 6,127 2,228 0.03% 0.02% 278 +929 17.87% Q1 2026 May 08, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 6,107 2,221 0.0% 0.0% 279 -284 -4.44% Q1 2026 May 12, 2026
OSAIC HOLDINGS, INC. History Reduced 6,001 2,185 0.0% 0.0% 280 -521 -7.99% Q1 2026 May 15, 2026
APPLETON PARTNERS INC/MA History Reduced 5,977 2,174 0.15% 0.14% 281 -147 -2.4% Q1 2026 Apr 28, 2026
GATEWAY INVESTMENT ADVISERS LLC History Reduced 5,884 2,140 0.02% 0.04% 282 -5,562 -48.59% Q1 2026 Apr 13, 2026
Atom Investors LP History New 5,848 2,127 0.15% 283 +5,848 New Q1 2026 May 15, 2026
REGIONS FINANCIAL CORP History Reduced 5,842 2,125 0.01% 0.01% 284 -185 -3.07% Q1 2026 May 05, 2026
RFG Advisory, LLC History Added to 5,778 2,101 0.04% 0.03% 285 +964 20.02% Q1 2026 Apr 17, 2026
Utah Retirement Systems History No change 5,709 2,076 0.02% 0.02% 286 0 0.0% Q1 2026 May 15, 2026
Havemeyer Place LP History Added to 5,648 2,054 0.24% 0.16% 287 +3,214 132.05% Q1 2026 May 13, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Added to 5,560 2,022 0.03% 0.01% 288 +3,188 134.4% Q1 2026 May 04, 2026
Focus Partners Wealth History Reduced 5,429 1,975 0.0% 0.0% 289 -3,050 -35.97% Q1 2026 May 14, 2026
National Pension Service History Added to 5,383 1,958 0.0% 0.0% 290 +2,401 80.52% Q1 2026 May 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 5,270 1,917 0.01% 0.01% 291 +757 16.77% Q1 2026 May 13, 2026
Birch Capital Management, LLC History Added to 5,103 1,856 0.97% 0.71% 292 +904 21.53% Q1 2026 Apr 15, 2026
Ilmarinen Mutual Pension Insurance Co History New 5,096 1,854 0.01% 293 +5,096 New Q1 2026 May 12, 2026
Barbara Oil Co. History No change 5,000 1,818 0.7% 0.63% 294 0 0.0% Q1 2026 May 13, 2026
ALLSTATE CORP History Added to 4,872 1,772 0.02% 0.01% 295 +2,489 104.45% Q1 2026 May 11, 2026
Inspire Investing, LLC History Reduced 4,858 1,767 0.15% 0.15% 296 -49 -1.0% Q1 2026 Apr 23, 2026
Summit Trail Advisors, LLC History Added to 4,843 1,761 0.03% 0.03% 297 +493 11.33% Q1 2026 May 12, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Reduced 4,815 1,751 0.01% 0.01% 298 -1,366 -22.1% Q1 2026 May 13, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Added to 4,681 1,702 0.01% 0.01% 299 +73 1.58% Q1 2026 May 15, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 4,630 1,684 0.0% 300 +4,630 New Q1 2026 May 14, 2026