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 |
|---|---|---|---|---|---|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
1,386
shares
|
$556,880
0.0% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Advocate Group LLC
|
Jul 25, 2025 Q2 2025 |
1,384
shares
|
$556,077
0.11% of portfolio
|
Q4 2023
Reduced 7.55%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
1,382
shares
|
$555,273
0.0% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
1,357
shares
|
$545,229
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,350
shares
|
$542,416
0.06% of portfolio
|
Q3 2023
Reduced 2.32%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
1,348
shares
|
$541,612
0.02% of portfolio
|
Q1 2025
Added 22.66%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Aug 12, 2025 Q2 2025 |
1,322
shares
|
$531,166
0.05% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,321
shares
|
$530,764
0.01% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jul 08, 2025 Q2 2025 |
1,305
shares
|
$524,335
0.01% of portfolio
|
Q1 2025
Reduced 19.44%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
1,303
shares
|
$523,532
0.02% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
1,303
shares
|
$523,532
0.0% of portfolio
|
Q2 2025
Reduced 34.29%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
1,297
shares
|
$521,121
0.0% of portfolio
|
Q2 2025
Added 95.04%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
1,296
shares
|
$520,719
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
1,291
shares
|
$518,710
0.03% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
1,289
shares
|
$517,907
0.0% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
1,285
shares
|
$516,300
0.0% of portfolio
|
Q2 2025
Added 161.18%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
1,281
shares
|
$514,692
0.01% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
1,270
shares
|
$510,273
0.04% of portfolio
|
Q2 2025
Added 35.11%
|
|
|
Alamea Verwaltungs Gmb H
Edison, NJ |
Aug 14, 2025 Q2 2025 |
1,270
shares
|
$510,273
0.42% of portfolio
|
Q2 2025
Added 21.53%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
1,237
shares
|
$497,014
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
1,235
shares
|
$496,210
0.01% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,225
shares
|
$492,192
0.43% of portfolio
|
Q2 2023
Reduced 1.61%
|
|
|
Omers Administration Corp
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
1,219
shares
|
$489,782
0.0% of portfolio
|
Q1 2025
Reduced 14.03%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
1,201
shares
|
$482,549
0.01% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
1,196
shares
|
$480,540
0.43% of portfolio
|
Q3 2023
Added 17.72%
|