Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 885 institutions that hold shares in the stock, with a total of 32.9 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 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
|
$1.51 Billion
0.04% of portfolio
|
Q2 2024
Added 2.64%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
3,572,186
shares
|
$1.44 Billion
0.03% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,532,700
shares
|
$616 Million
1.7% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,485,996
shares
|
$597 Million
0.12% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,221,526
shares
|
$491 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Baillie Gifford & CO
|
Aug 06, 2025 Q2 2025 |
976,344
shares
|
$392 Million
0.34% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
806,656
shares
|
$324 Million
1.02% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Capital World Investors
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
634,018
shares
|
$255 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
629,262
shares
|
$253 Million
0.02% of portfolio
|
Q2 2025
Reduced 17.37%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
590,160
shares
|
$237 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.75%
|
|
|
Tom Gayner
Markel Corp
|
Aug 01, 2025 Q2 2025 |
565,169
shares
|
$227 Million
2.34% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
524,779
shares
|
$211 Million
0.19% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
496,428
shares
|
$199 Million
0.02% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
463,874
shares
|
$186 Million
0.04% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
389,104
shares
|
$156 Million
0.4% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
374,765
shares
|
$151 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
358,228
shares
|
$144 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Hamlin Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
357,837
shares
|
$144 Million
3.67% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
344,897
shares
|
$139 Million
0.02% of portfolio
|
Q2 2025
Reduced 26.44%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
342,412
shares
|
$138 Million
5.11% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
324,874
shares
|
$131 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
320,834
shares
|
$129 Million
0.83% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
296,170
shares
|
$119 Million
0.17% of portfolio
|
Q2 2025
Added 106.38%
|
|
|
Bahl & Gaynor Inc
|
Aug 12, 2025 Q2 2025 |
278,036
shares
|
$112 Million
0.63% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Capital International Investors
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
271,662
shares
|
$109 Million
0.02% of portfolio
|
Q2 2025
New holding
|