Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 899 institutions that hold shares in the stock, with a total of 32.8 Million shares, which have been reported (via 13F filing form) to have a value of $15.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gulf International Bank (Uk) LTD
|
May 13, 2025 Q1 2025 |
1,914
shares
|
$919,275
0.03% of portfolio
|
Q1 2025
Reduced 26.86%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
1,907
shares
|
$915,913
0.05% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Oak Ridge Investments LLC
|
May 13, 2025 Q1 2025 |
1,903
shares
|
$913,991
0.08% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Lgt Fund Management CO Ltd.
|
Jul 22, 2025 Q2 2025 |
1,900
shares
|
$912,551
0.08% of portfolio
|
Q2 2025
Added 40.74%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
1,892
shares
|
$908,708
0.01% of portfolio
|
Q1 2025
Added 26.56%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,884
shares
|
$904,866
0.18% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
1,870
shares
|
$898,142
0.03% of portfolio
|
Q3 2022
Reduced 32.49%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,865
shares
|
$895,740
0.02% of portfolio
|
Q2 2025
Added 16.2%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,820
shares
|
$874,127
0.02% of portfolio
|
Q1 2025
Reduced 66.83%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,807
shares
|
$867,884
0.0% of portfolio
|
Q1 2025
Added 66.85%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
1,796
shares
|
$862,600
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
1,727
shares
|
$829,460
0.03% of portfolio
|
Q2 2022
Added 14.37%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
1,722
shares
|
$827,059
0.04% of portfolio
|
Q1 2025
Added 10.03%
|
|
|
Jain Global LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,721
shares
|
$826,579
0.01% of portfolio
|
Q1 2025
Reduced 14.68%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
1,705
shares
|
$818,894
0.08% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
1,679
shares
|
$806,406
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,664
shares
|
$799,202
0.09% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
1,658
shares
|
$796,320
0.01% of portfolio
|
Q1 2025
Reduced 19.71%
|
|
|
M&G PLC
London, X0 |
May 13, 2025 Q1 2025 |
1,643
shares
|
$789,116
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
1,616
shares
|
$776,148
0.02% of portfolio
|
Q1 2025
Reduced 12.46%
|
|
|
Regents Gate Capital LLP
London, X0 |
Apr 30, 2025 Q1 2025 |
1,605
shares
|
$770,865
0.35% of portfolio
|
Q1 2025
Reduced 91.03%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
1,603
shares
|
$769,904
0.01% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
1,589
shares
|
$763,180
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Jul 21, 2025 Q2 2025 |
1,587
shares
|
$762,220
0.45% of portfolio
|
Q2 2025
Added 10.52%
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
1,585
shares
|
$761,259
0.01% of portfolio
|
Q1 2025
Added 0.7%
|