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 |
|---|---|---|---|---|---|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
901
shares
|
$410,153
0.06% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
900
shares
|
$409,698
0.03% of portfolio
|
Q1 2025
Added 11.39%
|
|
|
Maven Securities LTD
St Helier, Y9 |
May 13, 2025 Q1 2025 |
900
shares
|
$409,698
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
900
shares
|
$409,698
0.01% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
878
shares
|
$399,683
0.0% of portfolio
|
Q1 2025
Reduced 15.5%
|
|
|
Teza Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
875
shares
|
$398,317
0.21% of portfolio
|
Q1 2025
Reduced 41.2%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
874
shares
|
$397,862
0.01% of portfolio
|
Q1 2025
Added 6.46%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
867
shares
|
$394,675
0.0% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
864
shares
|
$393,310
0.0% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
861
shares
|
$391,944
0.02% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
850
shares
|
$386,937
0.18% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
844
shares
|
$384,205
0.0% of portfolio
|
Q1 2025
Added 133.15%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
833
shares
|
$379,198
0.03% of portfolio
|
Q1 2025
Reduced 46.64%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
831
shares
|
$378,287
0.04% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
823
shares
|
$374,646
0.03% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
820
shares
|
$373,280
0.49% of portfolio
|
Q3 2023
Reduced 12.67%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
815
shares
|
$371,004
0.02% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Enhancing Capital LLC
|
May 12, 2025 Q1 2025 |
813
shares
|
$370,093
0.33% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
810
shares
|
$368,728
0.03% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
810
shares
|
$368,728
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
807
shares
|
$367,362
0.04% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
802
shares
|
$365,086
0.01% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Somerville Kurt F
|
May 06, 2025 Q1 2025 |
800
shares
|
$364,176
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
786
shares
|
$357,802
0.07% of portfolio
|
Q1 2025
Added 57.2%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
780
shares
|
$355,071
0.03% of portfolio
|
Q2 2021
New holding
|