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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
3,742
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
3,735
shares
|
$1.94 Million
0.19% of portfolio
|
Q2 2024
Added 7.17%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
3,680
shares
|
$1.92 Million
0.91% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
3,666
shares
|
$1.91 Million
0.18% of portfolio
|
Q3 2024
Reduced 16.34%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
3,651
shares
|
$1.9 Million
0.03% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 14, 2024 Q3 2024 |
3,650
shares
|
$1.9 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.46%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
3,628
shares
|
$1.89 Million
0.03% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
3,584
shares
|
$1.87 Million
0.03% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
3,551
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2024
Reduced 54.6%
|
|
|
Campbell Capital Management Inc
|
Oct 29, 2024 Q3 2024 |
3,500
shares
|
$1.82 Million
0.69% of portfolio
|
Q3 2024
Added 600.0%
|
|
|
Mirabaud Asset Management LTD
London, X0 |
Nov 13, 2024 Q3 2024 |
3,445
shares
|
$1.79 Million
0.7% of portfolio
|
Q3 2024
Added 27.12%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
3,445
shares
|
$1.79 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
Nov 14, 2024 Q3 2024 |
3,401
shares
|
$1.77 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
3,342
shares
|
$1.74 Million
0.08% of portfolio
|
Q3 2024
Reduced 30.26%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
3,300
shares
|
$1.72 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
3,299
shares
|
$1.72 Million
0.07% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
3,270
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
3,255
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
3,245
shares
|
$1.69 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.1%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
3,217
shares
|
$1.68 Million
0.03% of portfolio
|
Q3 2024
Added 40.6%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
3,205
shares
|
$1.67 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
3,200
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 17, 2024 Q3 2024 |
3,196
shares
|
$1.66 Million
0.02% of portfolio
|
Q2 2024
Added 30.29%
|
|
|
Access Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
3,193
shares
|
$1.66 Million
0.85% of portfolio
|
Q3 2024
Reduced 12.14%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
3,172
shares
|
$1.65 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.31%
|