Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 877 institutions that hold shares in the stock, with a total of 34.1 Million shares, which have been reported (via 13F filing form) to have a value of $11.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
8,026
shares
|
$2.75 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
Nov 10, 2025 Q3 2025 |
8,000
shares
|
$2.74 Million
0.02% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
7,950
shares
|
$2.73 Million
0.08% of portfolio
|
Q3 2025
Added 708.75%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Oct 30, 2025 Q3 2025 |
7,851
shares
|
$2.69 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.5%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
7,848
shares
|
$2.69 Million
0.03% of portfolio
|
Q3 2025
Added 10.47%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
7,780
shares
|
$2.67 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
7,675
shares
|
$2.63 Million
0.7% of portfolio
|
Q2 2023
Added 0.34%
|
|
|
Middleton & CO Inc
|
Oct 29, 2025 Q3 2025 |
7,625
shares
|
$2.62 Million
0.34% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
7,602
shares
|
$2.61 Million
0.01% of portfolio
|
Q3 2025
Reduced 66.74%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,592
shares
|
$2.6 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
7,591
shares
|
$2.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 29.45%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Nov 04, 2025 Q3 2025 |
7,526
shares
|
$2.58 Million
0.01% of portfolio
|
Q3 2025
Added 17.43%
|
|
|
New Mexico Educational Retirement Board
|
Dec 15, 2025 Q3 2025 |
7,118
shares
|
$2.44 Million
0.09% of portfolio
|
Q4 2024
Added 11.22%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 07, 2025 Q3 2025 |
7,000
shares
|
$2.4 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ifm Investors Pty LTD
|
Oct 14, 2025 Q3 2025 |
6,999
shares
|
$2.4 Million
0.03% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 23, 2025 Q3 2025 |
6,995
shares
|
$2.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Oct 28, 2025 Q3 2025 |
6,993
shares
|
$2.4 Million
1.74% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,943
shares
|
$2.38 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Freedom Day Solutions, LLC
|
Oct 24, 2025 Q3 2025 |
6,802
shares
|
$2.33 Million
0.76% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Appleton Partners Inc
|
Nov 05, 2025 Q3 2025 |
6,716
shares
|
$2.3 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
6,703
shares
|
$2.3 Million
0.04% of portfolio
|
Q3 2025
Added 155.74%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
6,543
shares
|
$2.25 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
6,441
shares
|
$2.21 Million
0.0% of portfolio
|
Q3 2025
Added 7.33%
|
|
|
Delta Global Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
6,408
shares
|
$2.2 Million
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
6,337
shares
|
$2.17 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.37%
|
|