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 |
|---|---|---|---|---|---|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
960
shares
|
$385,718
0.02% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
953
shares
|
$382,905
0.25% of portfolio
|
Q2 2024
Reduced 11.92%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
952
shares
|
$382,504
0.01% of portfolio
|
Q3 2024
Added 58.14%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
951
shares
|
$382,102
0.07% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Adell Harriman & Carpenter Inc
|
Aug 04, 2025 Q2 2025 |
945
shares
|
$379,691
0.03% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
942
shares
|
$378,486
0.2% of portfolio
|
Q1 2024
Reduced 34.17%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
941
shares
|
$378,084
0.02% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Aug 13, 2025 Q2 2025 |
940
shares
|
$377,682
0.31% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
939
shares
|
$377,280
0.05% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
937
shares
|
$376,477
0.0% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
933
shares
|
$374,870
0.0% of portfolio
|
Q2 2025
Reduced 65.38%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
930
shares
|
$373,664
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
929
shares
|
$373,262
0.19% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
923
shares
|
$370,852
0.06% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
919
shares
|
$369,245
0.17% of portfolio
|
Q2 2025
Added 8.12%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
916
shares
|
$368,039
0.02% of portfolio
|
Q2 2025
Added 9.96%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
910
shares
|
$365,628
0.01% of portfolio
|
Q2 2025
Added 34.02%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
909
shares
|
$365,227
0.01% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
905
shares
|
$363,619
0.05% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
904
shares
|
$363,218
0.03% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Aug 14, 2025 Q2 2025 |
901
shares
|
$362,012
0.01% of portfolio
|
Q2 2025
Reduced 9.99%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
886
shares
|
$355,985
0.01% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
878
shares
|
$352,771
0.02% of portfolio
|
Q2 2025
Added 16.6%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
876
shares
|
$351,968
0.03% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
846
shares
|
$339,914
0.01% of portfolio
|
Q2 2025
Reduced 8.04%
|