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 |
|---|---|---|---|---|---|
|
Pine Bridge Investments, L.P.
|
Aug 13, 2025 Q2 2025 |
4,915
shares
|
$1.97 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Fora Capital, LLC
Miami, FL |
Aug 13, 2025 Q2 2025 |
4,885
shares
|
$1.96 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
4,776
shares
|
$1.92 Million
0.09% of portfolio
|
Q2 2025
Added 267.38%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
4,760
shares
|
$1.91 Million
0.09% of portfolio
|
Q2 2025
Reduced 21.74%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
4,730
shares
|
$1.9 Million
0.01% of portfolio
|
Q2 2025
Added 52.48%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
4,700
shares
|
$1.89 Million
0.01% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2025 Q2 2025 |
4,700
shares
|
$1.89 Million
0.0% of portfolio
|
Q2 2025
Added 67.86%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Aug 07, 2025 Q2 2025 |
4,671
shares
|
$1.88 Million
0.01% of portfolio
|
Q2 2025
Reduced 72.0%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
4,655
shares
|
$1.87 Million
0.03% of portfolio
|
Q2 2025
Added 11.68%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
4,590
shares
|
$1.84 Million
0.3% of portfolio
|
Q2 2025
Reduced 26.44%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,558
shares
|
$1.83 Million
0.2% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
4,558
shares
|
$1.83 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Jul 28, 2025 Q2 2025 |
4,512
shares
|
$1.81 Million
0.05% of portfolio
|
Q2 2025
Reduced 22.03%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
4,469
shares
|
$1.8 Million
0.01% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
4,434
shares
|
$1.78 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Centiva Capital, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
4,431
shares
|
$1.78 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
4,420
shares
|
$1.78 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jul 24, 2025 Q2 2025 |
4,399
shares
|
$1.77 Million
0.22% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jul 21, 2025 Q2 2025 |
4,344
shares
|
$1.75 Million
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
4,268
shares
|
$1.71 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Aug 12, 2025 Q2 2025 |
4,266
shares
|
$1.71 Million
1.09% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
4,169
shares
|
$1.68 Million
0.27% of portfolio
|
Q2 2025
Added 10.88%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,168
shares
|
$1.67 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
4,157
shares
|
$1.67 Million
0.77% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
4,151
shares
|
$1.67 Million
0.03% of portfolio
|
Q2 2025
Added 8.1%
|