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 |
|---|---|---|---|---|---|
|
Andra Ap Fonden
Goteborg, V7 |
May 13, 2025 Q1 2025 |
1,580
shares
|
$758,858
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
1,568
shares
|
$753,094
0.43% of portfolio
|
Q1 2025
Added 400.96%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,566
shares
|
$752,134
0.01% of portfolio
|
Q2 2025
Added 16.95%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
1,541
shares
|
$740,126
0.04% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
1,527
shares
|
$733,402
0.03% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
1,526
shares
|
$732,922
0.08% of portfolio
|
Q2 2025
Added 25.29%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
1,511
shares
|
$725,718
0.01% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
1,501
shares
|
$720,915
0.13% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
1,493
shares
|
$717,072
0.07% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
1,491
shares
|
$716,112
0.03% of portfolio
|
Q1 2025
Added 6.27%
|
|
|
Pro Share Advisors LLC
|
May 08, 2025 Q1 2025 |
1,484
shares
|
$712,750
0.0% of portfolio
|
Q1 2025
Reduced 8.9%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
1,483
shares
|
$712,270
0.02% of portfolio
|
Q1 2025
Added 19.79%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
1,445
shares
|
$694,019
0.0% of portfolio
|
Q1 2025
Reduced 10.42%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
1,441
shares
|
$692,097
0.21% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
1,428
shares
|
$685,854
0.02% of portfolio
|
Q1 2025
Reduced 40.4%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
1,424
shares
|
$683,932
0.11% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
1,422
shares
|
$682,972
0.11% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
1,421
shares
|
$682,492
0.01% of portfolio
|
Q1 2025
Added 6.28%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
1,410
shares
|
$677,208
0.01% of portfolio
|
Q2 2025
Added 12.53%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
1,407
shares
|
$675,768
0.01% of portfolio
|
Q2 2025
Reduced 35.4%
|
|
|
Advocate Group LLC
|
Apr 21, 2025 Q1 2025 |
1,384
shares
|
$664,721
0.13% of portfolio
|
Q4 2023
Reduced 7.55%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
1,381
shares
|
$663,280
0.0% of portfolio
|
Q1 2025
Reduced 18.09%
|
|
|
Tredje Ap Fonden
|
May 08, 2025 Q1 2025 |
1,364
shares
|
$655,115
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
1,362
shares
|
$654,154
0.3% of portfolio
|
Q1 2025
Added 479.57%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
1,358
shares
|
$652,233
0.05% of portfolio
|
Q1 2025
Reduced 8.31%
|