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 |
|---|---|---|---|---|---|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
5,769
shares
|
$3 Million
0.03% of portfolio
|
Q2 2024
Added 0.49%
|
|
|
Employees Retirement System Of Texas
|
Nov 14, 2024 Q3 2024 |
5,718
shares
|
$2.98 Million
0.02% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
5,521
shares
|
$2.88 Million
0.06% of portfolio
|
Q3 2024
Reduced 13.69%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,402
shares
|
$2.81 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
5,377
shares
|
$2.8 Million
0.03% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
5,377
shares
|
$2.8 Million
0.14% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,317
shares
|
$2.77 Million
0.0% of portfolio
|
Q3 2024
Added 16.91%
|
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
5,249
shares
|
$2.73 Million
0.06% of portfolio
|
Q2 2024
Added 1.8%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
5,212
shares
|
$2.71 Million
0.0% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Greenland Capital Management LP
New York, NY |
Nov 13, 2024 Q3 2024 |
5,165
shares
|
$2.69 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
5,128
shares
|
$2.67 Million
0.11% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Nov 12, 2024 Q3 2024 |
5,121
shares
|
$2.67 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.84%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
5,115
shares
|
$2.66 Million
0.07% of portfolio
|
Q1 2024
Added 1.3%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
5,043
shares
|
$2.63 Million
0.12% of portfolio
|
Q3 2024
Reduced 23.82%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
5,031
shares
|
$2.62 Million
0.04% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Barbara Oil Co.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$2.6 Million
1.02% of portfolio
|
Q3 2017
New holding
|
|
|
Crown Advisors Management, Inc.
Larkspur, CA |
Nov 12, 2024 Q3 2024 |
5,000
shares
|
$2.6 Million
1.58% of portfolio
|
Q3 2024
New holding
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
4,902
shares
|
$2.55 Million
0.16% of portfolio
|
Q3 2024
Added 691.92%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
4,857
shares
|
$2.53 Million
0.0% of portfolio
|
Q3 2024
Added 24.92%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
4,779
shares
|
$2.49 Million
0.05% of portfolio
|
Q3 2024
Added 141.97%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
4,745
shares
|
$2.47 Million
0.0% of portfolio
|
Q3 2024
Added 764.3%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
4,700
shares
|
$2.45 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,558
shares
|
$2.37 Million
0.2% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
|
Gateway Investment Advisers LLC
|
Oct 10, 2024 Q3 2024 |
4,553
shares
|
$2.37 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
4,543
shares
|
$2.37 Million
0.01% of portfolio
|
Q3 2024
Added 2.99%
|