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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
262,737
shares
|
$106 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
248,094
shares
|
$99.7 Million
0.02% of portfolio
|
Q2 2025
Added 8.06%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
235,737
shares
|
$94.7 Million
0.02% of portfolio
|
Q2 2025
Added 5.54%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
214,169
shares
|
$86.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 35.14%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
212,450
shares
|
$85.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 27.01%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
212,190
shares
|
$85.3 Million
1.19% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
203,633
shares
|
$81.8 Million
0.22% of portfolio
|
Q3 2023
Added 2.42%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Aug 14, 2025 Q2 2025 |
198,502
shares
|
$79.8 Million
0.28% of portfolio
|
Q2 2025
Reduced 17.32%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
195,124
shares
|
$78.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 13.74%
|
|
|
Caledonia Investments PLC
|
Jul 18, 2025 Q2 2025 |
194,427
shares
|
$78.1 Million
8.49% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Norges Bank
Oslo, Q8 |
Aug 13, 2025 Q2 2025 |
192,079
shares
|
$77.2 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
173,062
shares
|
$69.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.25%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
160,389
shares
|
$64.4 Million
0.01% of portfolio
|
Q2 2025
Added 10.57%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
156,355
shares
|
$62.8 Million
0.06% of portfolio
|
Q3 2022
Added 4.66%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
154,520
shares
|
$62.1 Million
0.46% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
149,383
shares
|
$60 Million
0.81% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
135,032
shares
|
$54.3 Million
0.26% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
128,440
shares
|
$51.6 Million
0.76% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Aug 14, 2025 Q2 2025 |
126,796
shares
|
$50.9 Million
0.23% of portfolio
|
Q2 2025
Added 18.18%
|
|
|
Handelsbanken Fonder Ab
|
Apr 15, 2025 Q1 2025 |
123,458
shares
|
$49.6 Million
0.26% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Jul 30, 2025 Q2 2025 |
120,000
shares
|
$48.2 Million
1.9% of portfolio
|
Q2 2025
Added 81.82%
|
|
|
Aegon Asset Management Uk PLC
|
Jul 28, 2025 Q2 2025 |
116,225
shares
|
$46.7 Million
0.65% of portfolio
|
Q1 2023
Reduced 21.68%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
112,780
shares
|
$45.3 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
110,429
shares
|
$44.4 Million
2.04% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
108,889
shares
|
$43.8 Million
0.01% of portfolio
|
Q2 2025
Added 1.04%
|