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 |
|---|---|---|---|---|---|
|
Lgt Group Foundation
|
Jul 22, 2025 Q2 2025 |
2,771
shares
|
$1.11 Million
0.02% of portfolio
|
Q2 2025
Reduced 90.05%
|
|
|
Harvey Investment CO LLC
|
Jul 23, 2025 Q2 2025 |
2,745
shares
|
$1.1 Million
0.13% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
2,706
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
2,669
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2025
Added 194.59%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Aug 14, 2025 Q2 2025 |
2,668
shares
|
$1.07 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
2,627
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 47.11%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
2,625
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
2,621
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
2,561
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2025
Reduced 18.88%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,550
shares
|
$1.02 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,544
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
2,532
shares
|
$1.02 Million
0.2% of portfolio
|
Q1 2023
New holding
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
2,532
shares
|
$1.02 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
2,531
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2023
Reduced 45.87%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,531
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2025 Q2 2025 |
2,523
shares
|
$1.01 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
2,442
shares
|
$981,171
0.45% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
2,404
shares
|
$965,903
0.46% of portfolio
|
Q1 2024
Added 1.56%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
2,402
shares
|
$965,099
0.1% of portfolio
|
Q2 2025
Added 9.83%
|
|
|
Lindenwold Advisors
|
Jul 24, 2025 Q2 2025 |
2,381
shares
|
$956,661
0.56% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
2,342
shares
|
$940,992
0.02% of portfolio
|
Q2 2025
Added 13.74%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
2,335
shares
|
$938,179
0.01% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
2,334
shares
|
$937,777
0.07% of portfolio
|
Q2 2025
Added 61.3%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
2,330
shares
|
$936,170
0.04% of portfolio
|
Q3 2023
Added 0.43%
|
|
|
Gateway Investment Advisers LLC
|
Jul 09, 2025 Q2 2025 |
2,326
shares
|
$934,563
0.01% of portfolio
|
Q2 2025
Reduced 20.23%
|