Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 901 institutions that hold shares in the stock, with a total of 32.4 Million shares, which have been reported (via 13F filing form) to have a value of $14.9 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
|
$1.73 Billion
0.04% of portfolio
|
Q2 2024
Added 2.64%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
3,618,109
shares
|
$1.66 Billion
0.03% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
1,549,850
shares
|
$713 Million
1.75% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
1,371,535
shares
|
$631 Million
0.12% of portfolio
|
Q4 2024
Added 9.48%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,221,747
shares
|
$562 Million
0.02% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Baillie Gifford & CO
|
Jan 31, 2025 Q4 2024 |
1,098,081
shares
|
$505 Million
0.41% of portfolio
|
Q4 2024
Reduced 11.02%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
770,936
shares
|
$355 Million
1.09% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
725,186
shares
|
$333 Million
0.03% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Capital World Investors
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
639,019
shares
|
$294 Million
0.05% of portfolio
|
Q3 2024
Reduced 13.53%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
609,673
shares
|
$280 Million
0.02% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
595,982
shares
|
$274 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Tom Gayner
Markel Corp
|
Feb 07, 2025 Q4 2024 |
590,500
shares
|
$272 Million
2.72% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
477,802
shares
|
$220 Million
0.01% of portfolio
|
Q1 2025
Reduced 99.8%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
477,470
shares
|
$220 Million
0.02% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
466,710
shares
|
$215 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
371,724
shares
|
$171 Million
0.07% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
358,228
shares
|
$165 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Hamlin Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
345,020
shares
|
$159 Million
4.04% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
342,412
shares
|
$157 Million
5.11% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
333,348
shares
|
$153 Million
0.02% of portfolio
|
Q4 2024
Added 25.46%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
324,796
shares
|
$149 Million
1.01% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
287,924
shares
|
$132 Million
0.02% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
268,284
shares
|
$123 Million
0.05% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Feb 11, 2025 Q4 2024 |
262,437
shares
|
$121 Million
0.3% of portfolio
|
Q4 2024
Reduced 20.5%
|
|
|
Bahl & Gaynor Inc
|
Feb 06, 2025 Q4 2024 |
251,529
shares
|
$116 Million
0.63% of portfolio
|
Q4 2024
Added 5.4%
|