Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 900 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 $15.4 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
|
$1.81 Billion
0.04% of portfolio
|
Q2 2024
Added 2.64%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
3,568,862
shares
|
$1.71 Billion
0.03% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
1,557,610
shares
|
$748 Million
2.01% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
1,454,512
shares
|
$699 Million
0.14% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
1,238,087
shares
|
$595 Million
0.03% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Baillie Gifford & CO
|
May 07, 2025 Q1 2025 |
1,019,100
shares
|
$489 Million
0.47% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
814,712
shares
|
$391 Million
1.28% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
761,504
shares
|
$366 Million
0.03% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
668,764
shares
|
$321 Million
0.02% of portfolio
|
Q1 2025
Added 9.69%
|
|
|
Capital World Investors
Los Angeles, CA |
May 12, 2025 Q1 2025 |
634,018
shares
|
$305 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Tom Gayner
Markel Corp
|
May 02, 2025 Q1 2025 |
590,500
shares
|
$284 Million
2.92% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
559,574
shares
|
$269 Million
0.25% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
496,428
shares
|
$238 Million
0.02% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
468,875
shares
|
$225 Million
0.04% of portfolio
|
Q1 2025
Added 62.85%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
458,265
shares
|
$220 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
387,870
shares
|
$186 Million
0.51% of portfolio
|
Q1 2025
Added 640.61%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
375,803
shares
|
$180 Million
0.07% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
358,228
shares
|
$172 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Hamlin Capital Management, LLC
|
May 13, 2025 Q1 2025 |
351,271
shares
|
$169 Million
4.26% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
342,412
shares
|
$164 Million
5.11% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
335,584
shares
|
$161 Million
0.03% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
330,179
shares
|
$159 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
320,834
shares
|
$154 Million
0.83% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
291,079
shares
|
$140 Million
0.03% of portfolio
|
Q1 2025
Added 80.07%
|
|
|
Bahl & Gaynor Inc
|
May 14, 2025 Q1 2025 |
290,327
shares
|
$139 Million
0.75% of portfolio
|
Q1 2025
Added 15.42%
|