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 |
|---|---|---|---|---|---|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
1,616
shares
|
$649,292
0.02% of portfolio
|
Q1 2025
Reduced 12.46%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
1,613
shares
|
$648,087
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
1,608
shares
|
$646,078
0.02% of portfolio
|
Q2 2025
Added 8.43%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
1,588
shares
|
$638,042
0.06% of portfolio
|
Q2 2025
Reduced 6.86%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Jul 21, 2025 Q2 2025 |
1,587
shares
|
$637,640
0.45% of portfolio
|
Q2 2025
Added 10.52%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,566
shares
|
$629,203
0.01% of portfolio
|
Q2 2025
Added 16.95%
|
|
|
Pro Share Advisors LLC
|
Aug 07, 2025 Q2 2025 |
1,546
shares
|
$621,167
0.0% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
1,544
shares
|
$620,363
0.01% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
1,541
shares
|
$619,158
0.04% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
1,534
shares
|
$616,345
0.03% of portfolio
|
Q2 2025
Reduced 20.31%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
1,526
shares
|
$613,131
0.08% of portfolio
|
Q2 2025
Added 25.29%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
1,508
shares
|
$605,899
0.01% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
1,504
shares
|
$604,292
0.0% of portfolio
|
Q2 2025
Reduced 79.71%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
1,501
shares
|
$603,086
0.13% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
1,493
shares
|
$599,872
0.07% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
1,481
shares
|
$595,050
0.09% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Bhk Investment Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
1,471
shares
|
$591,033
0.25% of portfolio
|
Q2 2025
Added 13.5%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
1,449
shares
|
$582,193
0.0% of portfolio
|
Q2 2025
Reduced 8.58%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
1,441
shares
|
$578,979
0.21% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
1,430
shares
|
$574,559
0.0% of portfolio
|
Q2 2025
Added 52.29%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,424
shares
|
$572,148
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
1,423
shares
|
$571,747
0.0% of portfolio
|
Q2 2025
Reduced 34.36%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,421
shares
|
$570,943
0.09% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
1,410
shares
|
$566,523
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
|
$565,318
0.01% of portfolio
|
Q2 2025
Reduced 35.4%
|