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 |
|---|---|---|---|---|---|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
844
shares
|
$339,110
0.08% of portfolio
|
Q2 2025
Reduced 8.36%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
835
shares
|
$335,494
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mqs Management LLC
|
Jul 31, 2025 Q2 2025 |
833
shares
|
$334,691
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Strs Ohio
|
Aug 04, 2025 Q2 2025 |
832
shares
|
$334,289
0.0% of portfolio
|
Q2 2025
Reduced 65.94%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
820
shares
|
$329,467
0.49% of portfolio
|
Q3 2023
Reduced 12.67%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
814
shares
|
$327,057
0.04% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Enhancing Capital LLC
|
Jul 11, 2025 Q2 2025 |
812
shares
|
$326,253
0.27% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
810
shares
|
$325,449
0.03% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
805
shares
|
$323,440
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
802
shares
|
$322,235
0.0% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Somerville Kurt F
|
Jul 23, 2025 Q2 2025 |
800
shares
|
$321,432
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Versor Investments LP
|
Aug 05, 2025 Q2 2025 |
799
shares
|
$321,030
0.07% of portfolio
|
Q2 2025
Reduced 76.51%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
795
shares
|
$319,423
0.0% of portfolio
|
Q2 2025
Added 98.75%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
795
shares
|
$319,423
0.03% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
793
shares
|
$318,619
0.0% of portfolio
|
Q2 2025
Reduced 8.54%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
789
shares
|
$317,012
0.0% of portfolio
|
Q2 2025
Reduced 10.14%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
786
shares
|
$315,806
0.01% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
786
shares
|
$315,806
0.07% of portfolio
|
Q1 2025
Added 57.2%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
783
shares
|
$314,601
0.01% of portfolio
|
Q2 2025
Reduced 62.43%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
783
shares
|
$314,601
0.01% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
780
shares
|
$313,396
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
777
shares
|
$312,190
0.02% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
776
shares
|
$311,789
0.43% of portfolio
|
Q1 2024
Added 1.04%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
771
shares
|
$309,780
0.06% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
769
shares
|
$308,976
0.01% of portfolio
|
Q2 2025
Reduced 5.64%
|