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 |
|---|---|---|---|---|---|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
4,493
shares
|
$2.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.31%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
4,389
shares
|
$2.29 Million
0.07% of portfolio
|
Q3 2024
Reduced 8.92%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
4,307
shares
|
$2.24 Million
0.01% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 14, 2024 Q3 2024 |
4,294
shares
|
$2.24 Million
1.54% of portfolio
|
Q3 2024
Added 455.5%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,291
shares
|
$2.23 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 14, 2024 Q3 2024 |
4,258
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2024
Added 32.24%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 10, 2024 Q3 2024 |
4,242
shares
|
$2.21 Million
0.22% of portfolio
|
Q3 2024
Reduced 33.35%
|
|
|
Gilder Gagnon Howe & CO LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,241
shares
|
$2.21 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Taylor Frigon Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
4,214
shares
|
$2.19 Million
1.04% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Weiss Asset Management LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,199
shares
|
$2.19 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Fcf Advisors LLC
|
Oct 08, 2024 Q3 2024 |
4,188
shares
|
$2.18 Million
0.49% of portfolio
|
Q3 2024
Added 61.76%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,168
shares
|
$2.17 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,109
shares
|
$2.14 Million
0.14% of portfolio
|
Q3 2024
Added 10.78%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,100
shares
|
$2.14 Million
0.22% of portfolio
|
Q3 2024
Reduced 27.51%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
4,100
shares
|
$2.14 Million
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Holocene Advisors, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
4,092
shares
|
$2.13 Million
0.01% of portfolio
|
Q3 2024
Added 682.41%
|
|
|
Birch Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
4,038
shares
|
$2.1 Million
0.99% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 24, 2024 Q3 2024 |
4,037
shares
|
$2.1 Million
0.02% of portfolio
|
Q3 2024
Added 16.11%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
3,973
shares
|
$2.07 Million
0.01% of portfolio
|
Q3 2024
Added 195.17%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
3,954
shares
|
$2.06 Million
0.06% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
3,930
shares
|
$2.05 Million
0.41% of portfolio
|
Q3 2024
Added 20.85%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
3,898
shares
|
$2.03 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.27%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
3,857
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2024
Added 6.46%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 14, 2024 Q3 2024 |
3,823
shares
|
$1.99 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
3,743
shares
|
$1.95 Million
0.01% of portfolio
|
Q3 2024
Added 2.18%
|