Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 843 institutions that hold shares in the stock, with a total of 31.8 Million shares, which have been reported (via 13F filing form) to have a value of $16.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Louisiana State Employees Retirement System
|
Oct 23, 2024 Q3 2024 |
9,600
shares
|
$5 Million
0.09% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
9,259
shares
|
$4.82 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
9,084
shares
|
$4.73 Million
0.04% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
State Of Michigan Retirement System
|
Nov 04, 2024 Q3 2024 |
8,883
shares
|
$4.63 Million
0.02% of portfolio
|
Q3 2024
Added 7.24%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
8,793
shares
|
$4.58 Million
0.11% of portfolio
|
Q3 2024
Added 47.11%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 08, 2024 Q3 2024 |
8,747
shares
|
$4.55 Million
1.13% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
8,612
shares
|
$4.48 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Nov 14, 2024 Q3 2024 |
8,502
shares
|
$4.43 Million
0.02% of portfolio
|
Q3 2024
Added 51.39%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
8,498
shares
|
$4.43 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
8,387
shares
|
$4.37 Million
0.46% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
8,119
shares
|
$4.23 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
8,028
shares
|
$4.18 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Fjarde Ap Fonden
|
Nov 08, 2024 Q3 2024 |
8,019
shares
|
$4.18 Million
0.04% of portfolio
|
Q3 2024
Added 33.9%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Oct 31, 2024 Q3 2024 |
7,947
shares
|
$4.14 Million
0.11% of portfolio
|
Q3 2024
Reduced 31.24%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
7,872
shares
|
$4.1 Million
0.1% of portfolio
|
Q3 2024
Reduced 42.37%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Nov 07, 2024 Q3 2024 |
7,803
shares
|
$4.06 Million
0.02% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
Oct 24, 2024 Q3 2024 |
7,800
shares
|
$4.06 Million
0.03% of portfolio
|
Q3 2024
Added 9.86%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
7,718
shares
|
$4.02 Million
0.09% of portfolio
|
Q3 2024
Added 8.02%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
7,675
shares
|
$4 Million
0.7% of portfolio
|
Q2 2023
Added 0.34%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 07, 2024 Q3 2024 |
7,669
shares
|
$3.99 Million
0.02% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
Shaker Investments LLC
|
Oct 10, 2024 Q3 2024 |
7,571
shares
|
$3.94 Million
1.56% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
7,560
shares
|
$3.94 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
7,531
shares
|
$3.92 Million
0.01% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Freedom Day Solutions, LLC
|
Oct 23, 2024 Q3 2024 |
7,492
shares
|
$3.9 Million
1.15% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
7,435
shares
|
$3.87 Million
0.17% of portfolio
|
Q3 2024
Reduced 6.9%
|