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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
2,321
shares
|
$932,554
0.02% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
2,317
shares
|
$930,947
0.01% of portfolio
|
Q2 2025
Added 20.55%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
2,309
shares
|
$927,733
0.0% of portfolio
|
Q2 2025
Added 173.58%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
2,306
shares
|
$926,527
0.03% of portfolio
|
Q2 2025
Added 180.19%
|
|
|
Ctc Capital Management, LLC
|
May 05, 2023 Q1 2023 |
2,300
shares
|
$924,117
1.55% of portfolio
|
Q1 2023
New holding
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
2,271
shares
|
$912,465
0.02% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,253
shares
|
$905,232
0.0% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
2,245
shares
|
$902,018
0.11% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
2,242
shares
|
$900,813
0.04% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
2,235
shares
|
$898,000
0.0% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
2,202
shares
|
$884,741
0.03% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Cox Capital Mgt LLC
|
Jul 16, 2025 Q2 2025 |
2,200
shares
|
$883,938
0.69% of portfolio
|
Q2 2024
Reduced 18.97%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
2,199
shares
|
$883,536
0.08% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
2,188
shares
|
$879,116
0.1% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
2,186
shares
|
$878,312
0.1% of portfolio
|
Q2 2025
Reduced 91.28%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,143
shares
|
$861,035
0.15% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
2,097
shares
|
$842,553
0.01% of portfolio
|
Q2 2025
Added 10.84%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
2,091
shares
|
$840,142
0.03% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
2,090
shares
|
$839,741
0.02% of portfolio
|
Q1 2024
Reduced 3.46%
|
|
|
Sumitomo Life Insurance CO
|
Aug 05, 2025 Q2 2025 |
2,088
shares
|
$838,937
0.07% of portfolio
|
Q2 2025
Added 54.32%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
2,080
shares
|
$835,723
0.08% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,041
shares
|
$820,053
0.07% of portfolio
|
Q4 2023
Reduced 7.19%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
2,011
shares
|
$807,999
0.11% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
1,954
shares
|
$785,097
0.19% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Inceptionr LLC
Lafayette, CA |
Aug 12, 2025 Q2 2025 |
1,944
shares
|
$781,079
0.2% of portfolio
|
Q2 2025
New holding
|