Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 785 institutions that hold shares in the stock, with a total of 32.8 Million shares, which have been reported (via 13F filing form) to have a value of $15.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
3,664,687
shares
|
$1.74 Billion
0.04% of portfolio
|
Q1 2024
Reduced 9.56%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
3,411,894
shares
|
$1.62 Billion
0.03% of portfolio
|
Q1 2024
Added 4.48%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2024 Q1 2024 |
1,685,561
shares
|
$800 Million
1.73% of portfolio
|
Q1 2024
Added 1.79%
|
|
|
Baillie Gifford & CO
|
May 01, 2024 Q1 2024 |
1,458,370
shares
|
$693 Million
0.5% of portfolio
|
Q1 2024
Reduced 1.22%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
1,242,026
shares
|
$590 Million
0.12% of portfolio
|
Q1 2024
Added 4.34%
|
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
1,168,971
shares
|
$555 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
792,011
shares
|
$376 Million
1.09% of portfolio
|
Q1 2024
Added 2.13%
|
|
|
Capital World Investors
Los Angeles, CA |
May 14, 2024 Q1 2024 |
739,018
shares
|
$351 Million
0.05% of portfolio
|
Q1 2024
Reduced 18.64%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 15, 2024 Q1 2024 |
645,132
shares
|
$306 Million
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2024 Q1 2024 |
614,073
shares
|
$292 Million
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2024 Q1 2024 |
601,229
shares
|
$286 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.46%
|
|
|
Tom Gayner
Markel Corp
|
May 03, 2024 Q1 2024 |
566,250
shares
|
$269 Million
2.58% of portfolio
|
Q1 2024
Added 1.71%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
521,507
shares
|
$248 Million
0.05% of portfolio
|
Q1 2024
Reduced 2.7%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 14, 2024 Q1 2024 |
476,354
shares
|
$226 Million
0.05% of portfolio
|
Q1 2024
Added 28.18%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
454,104
shares
|
$216 Million
0.02% of portfolio
|
Q1 2024
Added 10.82%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
May 10, 2024 Q1 2024 |
388,397
shares
|
$184 Million
0.39% of portfolio
|
Q1 2024
Reduced 12.78%
|
|
|
Davenport & CO LLC
|
May 03, 2024 Q1 2024 |
380,188
shares
|
$181 Million
1.05% of portfolio
|
Q1 2024
Reduced 0.57%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
366,739
shares
|
$174 Million
0.11% of portfolio
|
Q1 2024
Added 1.79%
|
|
|
Barclays PLC
London, X0 |
May 15, 2024 Q1 2024 |
356,784
shares
|
$169 Million
0.05% of portfolio
|
Q1 2024
Reduced 10.87%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
May 10, 2024 Q1 2024 |
349,534
shares
|
$166 Million
4.87% of portfolio
|
Q1 2024
Added 0.46%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
335,612
shares
|
$159 Million
0.31% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
|
Hamlin Capital Management, LLC
|
May 15, 2024 Q1 2024 |
295,351
shares
|
$140 Million
3.77% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
286,215
shares
|
$136 Million
0.01% of portfolio
|
Q1 2024
Reduced 24.57%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
277,815
shares
|
$132 Million
0.05% of portfolio
|
Q1 2024
Reduced 1.71%
|
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
244,621
shares
|
$116 Million
0.02% of portfolio
|
Q1 2024
Reduced 14.74%
|
|