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 |
|---|---|---|---|---|---|
|
Voya Investment Management LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
10,759
shares
|
$4.32 Million
0.01% of portfolio
|
Q2 2025
Reduced 33.66%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Aug 13, 2025 Q2 2025 |
10,753
shares
|
$4.32 Million
0.02% of portfolio
|
Q2 2025
Added 46.38%
|
|
|
Buckhead Capital Management LLC
|
Aug 04, 2025 Q2 2025 |
10,438
shares
|
$4.19 Million
1.88% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
10,368
shares
|
$4.17 Million
0.04% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
10,308
shares
|
$4.14 Million
0.02% of portfolio
|
Q2 2025
Reduced 23.45%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
10,251
shares
|
$4.12 Million
0.34% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
Arizona State Retirement System
|
Aug 13, 2025 Q2 2025 |
10,172
shares
|
$4.09 Million
0.03% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
10,158
shares
|
$4.08 Million
0.33% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
10,118
shares
|
$4.07 Million
0.01% of portfolio
|
Q2 2025
Added 13.13%
|
|
|
Monte Financial Group, LLC
|
Jul 23, 2025 Q2 2025 |
10,083
shares
|
$4.05 Million
1.75% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
9,968
shares
|
$4.01 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
9,898
shares
|
$3.98 Million
0.01% of portfolio
|
Q2 2025
Added 28.18%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
9,863
shares
|
$3.96 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.95%
|
|
|
Prospect Capital Advisors, LLC
Sausalito, CA |
Aug 14, 2025 Q2 2025 |
9,860
shares
|
$3.96 Million
2.76% of portfolio
|
Q2 2025
Added 26.74%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
9,848
shares
|
$3.96 Million
0.03% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Louisiana State Employees Retirement System
|
Jul 23, 2025 Q2 2025 |
9,800
shares
|
$3.94 Million
0.08% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Fjarde Ap Fonden
|
Aug 01, 2025 Q2 2025 |
9,519
shares
|
$3.82 Million
0.04% of portfolio
|
Q2 2025
Added 97.53%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
9,317
shares
|
$3.74 Million
0.99% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
9,252
shares
|
$3.72 Million
0.05% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Aug 08, 2025 Q2 2025 |
8,963
shares
|
$3.6 Million
0.02% of portfolio
|
Q2 2025
Added 7.65%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Aug 07, 2025 Q2 2025 |
8,954
shares
|
$3.6 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
8,710
shares
|
$3.5 Million
0.01% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Aug 11, 2025 Q2 2025 |
8,675
shares
|
$3.49 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
8,493
shares
|
$3.41 Million
0.31% of portfolio
|
Q2 2025
Added 181.5%
|
|
|
State Of Michigan Retirement System
|
Aug 05, 2025 Q2 2025 |
8,383
shares
|
$3.37 Million
0.02% of portfolio
|
Q1 2025
Added 1.21%
|