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 |
|---|---|---|---|---|---|
|
Ironvine Capital Partners, LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
8,382
shares
|
$3.37 Million
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
8,119
shares
|
$3.26 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
K.J. Harrison & Partners Inc
|
Aug 05, 2025 Q2 2025 |
8,060
shares
|
$3.24 Million
0.64% of portfolio
|
Q2 2025
Reduced 15.69%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
8,026
shares
|
$3.22 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Middleton & CO Inc
|
Aug 06, 2025 Q2 2025 |
7,815
shares
|
$3.14 Million
0.39% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
7,791
shares
|
$3.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
7,789
shares
|
$3.13 Million
0.05% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
7,675
shares
|
$3.08 Million
0.7% of portfolio
|
Q2 2023
Added 0.34%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
Aug 08, 2025 Q2 2025 |
7,200
shares
|
$2.89 Million
0.02% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Oregon Public Employees Retirement Fund
|
Jul 25, 2025 Q2 2025 |
7,175
shares
|
$2.88 Million
0.06% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
7,165
shares
|
$2.88 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.48%
|
|
|
New Mexico Educational Retirement Board
|
Jul 30, 2025 Q2 2025 |
7,118
shares
|
$2.86 Million
0.1% of portfolio
|
Q4 2024
Added 11.22%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
7,104
shares
|
$2.85 Million
0.03% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
7,097
shares
|
$2.85 Million
0.22% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Aug 08, 2025 Q2 2025 |
7,000
shares
|
$2.81 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Aug 14, 2025 Q2 2025 |
7,000
shares
|
$2.81 Million
0.06% of portfolio
|
Q2 2025
Added 250.0%
|
|
|
Ifm Investors Pty LTD
|
Jul 10, 2025 Q2 2025 |
6,999
shares
|
$2.81 Million
0.03% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Jul 24, 2025 Q2 2025 |
6,957
shares
|
$2.8 Million
2.23% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,943
shares
|
$2.79 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,928
shares
|
$2.78 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Freedom Day Solutions, LLC
|
Jul 24, 2025 Q2 2025 |
6,863
shares
|
$2.76 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
6,773
shares
|
$2.72 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
6,717
shares
|
$2.7 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Illinois Municipal Retirement Fund
|
Aug 07, 2025 Q2 2025 |
6,604
shares
|
$2.65 Million
0.04% of portfolio
|
Q2 2025
Reduced 19.6%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,501
shares
|
$2.61 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.97%
|