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 |
|---|---|---|---|---|---|
|
Semanteon Capital Management, LP
Newton, MA |
Aug 11, 2025 Q2 2025 |
3,314
shares
|
$1.33 Million
2.21% of portfolio
|
Q2 2025
Added 368.08%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
3,272
shares
|
$1.31 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Saturna Capital Corp
Bellingham, WA |
May 02, 2025 Q1 2025 |
3,263
shares
|
$1.31 Million
0.03% of portfolio
|
Q4 2024
Added 9.53%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
3,244
shares
|
$1.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
3,236
shares
|
$1.3 Million
0.25% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
3,189
shares
|
$1.28 Million
0.03% of portfolio
|
Q2 2025
Reduced 20.22%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
3,148
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2025
Added 57.95%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
3,120
shares
|
$1.25 Million
0.05% of portfolio
|
Q1 2024
Reduced 17.83%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
3,102
shares
|
$1.25 Million
0.06% of portfolio
|
Q2 2025
Added 10.67%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 13, 2025 Q2 2025 |
3,098
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Added 50.9%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
3,094
shares
|
$1.24 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
3,084
shares
|
$1.24 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
3,081
shares
|
$1.24 Million
0.05% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 06, 2025 Q2 2025 |
3,049
shares
|
$1.23 Million
0.24% of portfolio
|
Q2 2025
Added 214.01%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
3,047
shares
|
$1.22 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,029
shares
|
$1.22 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
3,014
shares
|
$1.21 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,011
shares
|
$1.21 Million
0.07% of portfolio
|
Q4 2024
Added 285.04%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
2,996
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2022
Added 98.15%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
2,996
shares
|
$1.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
2,944
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
2,911
shares
|
$1.17 Million
0.08% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
2,900
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
2,899
shares
|
$1.16 Million
0.17% of portfolio
|
Q1 2025
Reduced 19.32%
|
|
|
Ilex Capital Partners (Uk) LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
2,807
shares
|
$1.13 Million
0.04% of portfolio
|
Q2 2025
New holding
|