Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 858 institutions that hold shares in the stock, with a total of 31.4 Million shares, which have been reported (via 13F filing form) to have a value of $15.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,761,294
shares
|
$1.8 Billion
0.04% of portfolio
|
Q2 2024
Added 2.64%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
3,565,982
shares
|
$1.71 Billion
0.03% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
1,547,223
shares
|
$740 Million
1.74% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
1,252,822
shares
|
$600 Million
0.12% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,173,762
shares
|
$562 Million
0.02% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Baillie Gifford & CO
|
Jan 31, 2025 Q4 2024 |
1,098,081
shares
|
$526 Million
0.41% of portfolio
|
Q4 2024
Reduced 11.02%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
785,045
shares
|
$376 Million
1.15% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
704,330
shares
|
$337 Million
0.03% of portfolio
|
Q3 2024
Added 9.87%
|
|
|
Capital World Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
639,019
shares
|
$306 Million
0.05% of portfolio
|
Q3 2024
Reduced 13.53%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
597,346
shares
|
$286 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
593,734
shares
|
$284 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Tom Gayner
Markel Corp
|
Nov 01, 2024 Q3 2024 |
582,500
shares
|
$279 Million
2.79% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
473,942
shares
|
$227 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
464,061
shares
|
$222 Million
0.02% of portfolio
|
Q3 2024
Added 9.91%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
450,211
shares
|
$215 Million
0.04% of portfolio
|
Q3 2024
Reduced 14.07%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
384,412
shares
|
$184 Million
0.05% of portfolio
|
Q3 2024
Reduced 16.23%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
358,228
shares
|
$171 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Hamlin Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
345,020
shares
|
$165 Million
4.04% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
341,265
shares
|
$163 Million
5.2% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
330,107
shares
|
$158 Million
0.37% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
327,729
shares
|
$157 Million
0.93% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
285,001
shares
|
$136 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
265,699
shares
|
$127 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
256,908
shares
|
$123 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2024 Q3 2024 |
238,633
shares
|
$114 Million
0.61% of portfolio
|
Q3 2024
Added 3.46%
|