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 |
|---|---|---|---|---|---|
|
Tredje Ap Fonden
|
Nov 08, 2024 Q3 2024 |
2,728
shares
|
$1.42 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.59%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2024 Q3 2024 |
2,721
shares
|
$1.42 Million
0.15% of portfolio
|
Q3 2024
Added 20.03%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
2,713
shares
|
$1.41 Million
0.01% of portfolio
|
Q3 2024
Added 142.67%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
2,706
shares
|
$1.41 Million
0.04% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
2,700
shares
|
$1.41 Million
0.01% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Harvey Investment CO LLC
|
Oct 22, 2024 Q3 2024 |
2,685
shares
|
$1.4 Million
0.15% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Gulf International Bank (Uk) LTD
|
Oct 30, 2024 Q3 2024 |
2,641
shares
|
$1.38 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
2,634
shares
|
$1.37 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
2,597
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.45%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
2,575
shares
|
$1.34 Million
0.58% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
2,550
shares
|
$1.33 Million
0.12% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
2,532
shares
|
$1.32 Million
0.2% of portfolio
|
Q1 2023
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
2,531
shares
|
$1.32 Million
0.01% of portfolio
|
Q2 2023
Reduced 45.87%
|
|
|
Lindenwold Advisors
|
Nov 07, 2024 Q3 2024 |
2,530
shares
|
$1.32 Million
0.63% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
2,523
shares
|
$1.31 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
2,510
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2024
Added 16.04%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
2,495
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 12, 2024 Q3 2024 |
2,411
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Added 8.85%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
2,404
shares
|
$1.25 Million
0.46% of portfolio
|
Q1 2024
Added 1.56%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
2,386
shares
|
$1.24 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
2,330
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2023
Added 0.43%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
2,326
shares
|
$1.21 Million
0.14% of portfolio
|
Q3 2024
Added 36.82%
|
|
|
Semanteon Capital Management, LP
Newton, MA |
Oct 24, 2024 Q3 2024 |
2,313
shares
|
$1.2 Million
0.77% of portfolio
|
Q3 2024
Added 202.35%
|
|
|
Ctc Capital Management, LLC
|
May 05, 2023 Q1 2023 |
2,300
shares
|
$1.2 Million
1.55% of portfolio
|
Q1 2023
New holding
|
|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
2,299
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2024
New holding
|