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 |
|---|---|---|---|---|---|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,354
shares
|
$650,312
0.0% of portfolio
|
Q1 2025
Added 9.81%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
1,353
shares
|
$649,832
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,350
shares
|
$648,391
0.06% of portfolio
|
Q3 2023
Reduced 2.32%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
1,348
shares
|
$647,430
0.02% of portfolio
|
Q1 2025
Added 22.66%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,321
shares
|
$634,463
0.01% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Apr 16, 2025 Q1 2025 |
1,318
shares
|
$633,022
0.06% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1,312
shares
|
$630,140
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
1,307
shares
|
$627,739
0.0% of portfolio
|
Q1 2025
Reduced 76.23%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jul 08, 2025 Q2 2025 |
1,305
shares
|
$626,778
0.01% of portfolio
|
Q1 2025
Reduced 19.44%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
1,304
shares
|
$626,298
0.06% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
1,301
shares
|
$624,857
0.03% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
1,300
shares
|
$624,377
0.04% of portfolio
|
Q1 2025
Added 47.73%
|
|
|
Bhk Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
1,296
shares
|
$622,455
0.28% of portfolio
|
Q1 2025
Reduced 11.29%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
1,296
shares
|
$622,455
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
1,282
shares
|
$615,731
0.04% of portfolio
|
Q1 2025
Added 11.97%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,270
shares
|
$609,968
0.03% of portfolio
|
Q1 2025
Added 58.55%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
1,256
shares
|
$603,244
0.02% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
1,248
shares
|
$599,401
0.02% of portfolio
|
Q1 2025
Added 10.05%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
1,237
shares
|
$594,118
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
1,227
shares
|
$589,315
0.01% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,225
shares
|
$588,355
0.43% of portfolio
|
Q2 2023
Reduced 1.61%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
1,221
shares
|
$586,434
0.01% of portfolio
|
Q1 2025
Reduced 33.35%
|
|
|
Omers Administration Corp
Toronto, A6 |
May 14, 2025 Q1 2025 |
1,219
shares
|
$585,473
0.01% of portfolio
|
Q1 2025
Reduced 14.03%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
1,215
shares
|
$583,552
0.03% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
1,204
shares
|
$578,269
0.02% of portfolio
|
Q1 2025
Reduced 13.44%
|