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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
4,147
shares
|
$1.67 Million
0.09% of portfolio
|
Q2 2025
Reduced 18.16%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
4,109
shares
|
$1.65 Million
0.14% of portfolio
|
Q2 2025
Added 36.56%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
4,085
shares
|
$1.64 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
4,053
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2025
Reduced 29.08%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
4,029
shares
|
$1.62 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
State Of Alaska, Department Of Revenue
|
Jul 16, 2025 Q2 2025 |
3,927
shares
|
$1.58 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jul 14, 2025 Q2 2025 |
3,886
shares
|
$1.56 Million
0.05% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
3,861
shares
|
$1.55 Million
0.03% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
3,837
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
3,827
shares
|
$1.54 Million
0.03% of portfolio
|
Q2 2025
Added 35.57%
|
|
|
Taylor Frigon Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
3,811
shares
|
$1.53 Million
0.92% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Birch Capital Management, LLC
|
Jul 24, 2025 Q2 2025 |
3,790
shares
|
$1.52 Million
0.88% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Aug 14, 2025 Q2 2025 |
3,785
shares
|
$1.52 Million
0.07% of portfolio
|
Q2 2025
Reduced 54.58%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,771
shares
|
$1.52 Million
0.01% of portfolio
|
Q2 2025
Reduced 23.18%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
3,735
shares
|
$1.5 Million
0.15% of portfolio
|
Q2 2024
Added 7.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
3,709
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2025
Added 8.1%
|
|
|
Mirabaud Asset Management LTD
London, X0 |
Aug 07, 2025 Q2 2025 |
3,691
shares
|
$1.48 Million
0.75% of portfolio
|
Q2 2025
Added 37.21%
|
|
|
Freemont Management S.A.
|
Aug 06, 2025 Q2 2025 |
3,600
shares
|
$1.45 Million
0.32% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Access Financial Services, Inc.
|
Jul 18, 2025 Q2 2025 |
3,560
shares
|
$1.43 Million
0.9% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
3,551
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 54.6%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
3,478
shares
|
$1.4 Million
0.06% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
3,451
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
3,403
shares
|
$1.37 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
3,380
shares
|
$1.36 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.87%
|
|
|
Man Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
3,375
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
Reduced 77.83%
|