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 |
|---|---|---|---|---|---|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
1,918
shares
|
$770,633
0.26% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Gulf International Bank (Uk) LTD
|
Jul 30, 2025 Q2 2025 |
1,914
shares
|
$769,026
0.03% of portfolio
|
Q1 2025
Reduced 26.86%
|
|
|
Oak Ridge Investments LLC
|
Jul 25, 2025 Q2 2025 |
1,908
shares
|
$766,615
0.06% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
1,907
shares
|
$766,213
0.05% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Jain Global LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,901
shares
|
$763,802
0.01% of portfolio
|
Q2 2025
Added 10.46%
|
|
|
Lgt Fund Management CO Ltd.
|
Jul 22, 2025 Q2 2025 |
1,900
shares
|
$763,401
0.08% of portfolio
|
Q2 2025
Added 40.74%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
1,891
shares
|
$759,784
0.04% of portfolio
|
Q2 2025
Added 58.11%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,884
shares
|
$756,972
0.18% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
1,870
shares
|
$751,347
0.03% of portfolio
|
Q3 2022
Reduced 32.49%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,865
shares
|
$749,338
0.02% of portfolio
|
Q2 2025
Added 16.2%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
1,841
shares
|
$739,695
0.0% of portfolio
|
Q2 2025
Reduced 6.41%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Aug 14, 2025 Q2 2025 |
1,828
shares
|
$734,472
0.01% of portfolio
|
Q2 2025
Added 10.25%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
1,806
shares
|
$725,632
0.03% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
1,796
shares
|
$721,614
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
1,788
shares
|
$718,400
0.0% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,780
shares
|
$715,186
0.01% of portfolio
|
Q2 2025
Reduced 92.74%
|
|
|
R Squared LTD
Central, K3 |
Jul 31, 2025 Q2 2025 |
1,750
shares
|
$703,132
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
1,727
shares
|
$693,891
0.03% of portfolio
|
Q2 2022
Added 14.37%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
1,723
shares
|
$692,284
0.36% of portfolio
|
Q2 2025
Added 9.89%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
1,688
shares
|
$678,221
0.01% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
1,686
shares
|
$677,417
0.17% of portfolio
|
Q2 2025
Added 169.33%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Jul 28, 2025 Q2 2025 |
1,668
shares
|
$670,185
0.0% of portfolio
|
Q2 2025
Reduced 49.94%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,664
shares
|
$668,578
0.09% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
1,638
shares
|
$658,132
0.02% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Caxton Associates LLP
London, |
Aug 14, 2025 Q2 2025 |
1,616
shares
|
$649,292
0.02% of portfolio
|
Q2 2025
New holding
|