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 |
|---|---|---|---|---|---|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
1,195
shares
|
$480,139
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,191
shares
|
$478,531
0.04% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,189
shares
|
$477,728
0.04% of portfolio
|
Q2 2025
Reduced 7.25%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
1,185
shares
|
$476,121
0.1% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,180
shares
|
$474,112
0.01% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,129
shares
|
$453,620
0.0% of portfolio
|
Q2 2025
Added 7.32%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
1,109
shares
|
$445,585
0.02% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
1,100
shares
|
$441,969
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
1,100
shares
|
$441,969
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
1,086
shares
|
$436,343
0.28% of portfolio
|
Q1 2025
Added 20.94%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
1,056
shares
|
$424,290
0.01% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
1,042
shares
|
$418,665
0.12% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
1,042
shares
|
$418,665
0.02% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Aug 12, 2025 Q2 2025 |
1,038
shares
|
$417,058
0.16% of portfolio
|
Q3 2023
Added 1.07%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,031
shares
|
$414,245
0.0% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
1,022
shares
|
$410,629
0.05% of portfolio
|
Q2 2025
Reduced 9.07%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
1,008
shares
|
$405,004
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,004
shares
|
$403,397
0.02% of portfolio
|
Q2 2025
Added 11.56%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
1,000
shares
|
$401,790
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
1,000
shares
|
$401,790
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
994
shares
|
$399,379
0.0% of portfolio
|
Q2 2025
Added 51.76%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
990
shares
|
$397,772
0.03% of portfolio
|
Q2 2025
Added 117.11%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
983
shares
|
$394,959
0.01% of portfolio
|
Q2 2025
Added 75.85%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
971
shares
|
$390,138
0.04% of portfolio
|
Q2 2025
Reduced 31.72%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
961
shares
|
$386,120
0.0% of portfolio
|
Q3 2024
Added 36.19%
|