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 |
|---|---|---|---|---|---|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
6,491
shares
|
$2.61 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Jul 28, 2025 Q2 2025 |
6,409
shares
|
$2.58 Million
0.01% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
6,398
shares
|
$2.57 Million
0.01% of portfolio
|
Q2 2025
Reduced 28.97%
|
|
|
Td Asset Management Inc
|
Jul 28, 2025 Q2 2025 |
6,395
shares
|
$2.57 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,366
shares
|
$2.56 Million
0.37% of portfolio
|
Q2 2025
Added 106.89%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
6,326
shares
|
$2.54 Million
0.0% of portfolio
|
Q2 2025
Added 20.73%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
6,258
shares
|
$2.51 Million
0.05% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
6,160
shares
|
$2.48 Million
0.11% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
6,020
shares
|
$2.42 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
6,001
shares
|
$2.41 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.12%
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
5,995
shares
|
$2.41 Million
0.02% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
5,972
shares
|
$2.4 Million
0.03% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
5,820
shares
|
$2.34 Million
0.01% of portfolio
|
Q1 2025
Added 33.64%
|
|
|
Employees Retirement System Of Texas
|
Aug 12, 2025 Q2 2025 |
5,718
shares
|
$2.3 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
5,709
shares
|
$2.29 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
5,484
shares
|
$2.2 Million
0.13% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Aug 14, 2025 Q2 2025 |
5,477
shares
|
$2.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.79%
|
|
|
River Road Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
5,444
shares
|
$2.19 Million
0.03% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2025 Q2 2025 |
5,425
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 78.4%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Aug 01, 2025 Q2 2025 |
5,286
shares
|
$2.12 Million
0.01% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
5,286
shares
|
$2.12 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
5,285
shares
|
$2.12 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
5,263
shares
|
$2.11 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Crown Advisors Management, Inc.
Larkspur, CA |
Aug 04, 2025 Q2 2025 |
5,000
shares
|
$2.01 Million
1.76% of portfolio
|
Q3 2024
New holding
|
|
|
Barbara Oil Co.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
5,000
shares
|
$2.01 Million
0.88% of portfolio
|
Q3 2017
New holding
|