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 |
|---|---|---|---|---|---|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
768
shares
|
$308,574
0.0% of portfolio
|
Q2 2025
Reduced 18.04%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
766
shares
|
$307,771
0.02% of portfolio
|
Q2 2025
Reduced 18.51%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
762
shares
|
$306,163
0.01% of portfolio
|
Q2 2025
Reduced 41.92%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
761
shares
|
$305,762
0.04% of portfolio
|
Q3 2023
Added 5.11%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
752
shares
|
$302,146
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
752
shares
|
$302,146
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
746
shares
|
$299,735
0.07% of portfolio
|
Q2 2025
Reduced 79.03%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
742
shares
|
$298,128
0.0% of portfolio
|
Q2 2025
Added 14.86%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
741
shares
|
$297,726
0.01% of portfolio
|
Q2 2025
Reduced 48.11%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Aug 14, 2025 Q2 2025 |
735
shares
|
$295,315
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
724
shares
|
$290,895
0.01% of portfolio
|
Q2 2025
Reduced 41.99%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Jul 09, 2025 Q2 2025 |
724
shares
|
$290,895
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
724
shares
|
$290,895
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
723
shares
|
$290,494
0.0% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Yarbrough Capital, LLC
|
Jul 15, 2025 Q2 2025 |
716
shares
|
$287,681
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
698
shares
|
$280,449
0.02% of portfolio
|
Q2 2025
Reduced 16.0%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
693
shares
|
$278,440
0.02% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Aug 13, 2025 Q2 2025 |
690
shares
|
$277,235
0.21% of portfolio
|
Q2 2025
Added 8.15%
|
|
|
Groesbeck Investment Management Corp
|
Apr 29, 2025 Q1 2025 |
686
shares
|
$275,627
0.49% of portfolio
|
Q4 2024
Reduced 53.84%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
685
shares
|
$275,226
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Jul 21, 2025 Q2 2025 |
682
shares
|
$274,020
0.0% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
680
shares
|
$273,217
0.06% of portfolio
|
Q2 2025
Reduced 12.6%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
679
shares
|
$272,815
0.28% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
678
shares
|
$272,413
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Fulcrum Capital LLC
|
Jul 24, 2025 Q2 2025 |
671
shares
|
$269,601
0.06% of portfolio
|
Q4 2024
Added 8.4%
|