Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 913 institutions that hold shares in the stock, with a total of 33.2 Million shares, which have been reported (via 13F filing form) to have a value of $15.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
988
shares
|
$449,757
0.06% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
975
shares
|
$443,839
0.03% of portfolio
|
Q1 2025
Reduced 8.02%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
971
shares
|
$442,018
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Isam Funds (Uk) LTD
London, X0 |
May 15, 2025 Q1 2025 |
961
shares
|
$437,466
0.24% of portfolio
|
Q1 2025
Added 118.91%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
961
shares
|
$437,466
0.0% of portfolio
|
Q3 2024
Added 36.19%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
960
shares
|
$437,011
0.0% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
953
shares
|
$433,824
0.25% of portfolio
|
Q2 2024
Reduced 11.92%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
952
shares
|
$433,369
0.01% of portfolio
|
Q3 2024
Added 58.14%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
945
shares
|
$430,182
0.04% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Apr 16, 2025 Q1 2025 |
945
shares
|
$430,182
0.26% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
943
shares
|
$429,272
0.03% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
942
shares
|
$428,817
0.2% of portfolio
|
Q1 2024
Reduced 34.17%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
May 15, 2025 Q1 2025 |
940
shares
|
$427,906
0.39% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
940
shares
|
$427,906
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
939
shares
|
$427,451
0.0% of portfolio
|
Q1 2025
Reduced 29.13%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
937
shares
|
$426,541
0.0% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
930
shares
|
$423,354
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
May 14, 2025 Q1 2025 |
926
shares
|
$421,533
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
923
shares
|
$420,168
0.08% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
921
shares
|
$419,257
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
920
shares
|
$418,802
0.01% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
913
shares
|
$415,615
0.01% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
911
shares
|
$414,705
0.04% of portfolio
|
Q1 2025
Added 22.78%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
906
shares
|
$412,429
0.01% of portfolio
|
Q1 2025
Added 34.42%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
904
shares
|
$411,518
0.03% of portfolio
|
Q4 2024
Added 4.15%
|