Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 901 institutions that hold shares in the stock, with a total of 32.4 Million shares, which have been reported (via 13F filing form) to have a value of $14.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
665
shares
|
$305,793
0.0% of portfolio
|
Q4 2024
Reduced 60.79%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
662
shares
|
$304,414
0.0% of portfolio
|
Q4 2024
Added 8.17%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
655
shares
|
$301,195
0.0% of portfolio
|
Q4 2024
Reduced 12.08%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
655
shares
|
$301,195
0.01% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
647
shares
|
$297,516
0.0% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
641
shares
|
$294,757
0.13% of portfolio
|
Q1 2025
Added 37.85%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
640
shares
|
$294,297
0.01% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Apr 23, 2025 Q1 2025 |
638
shares
|
$293,377
0.25% of portfolio
|
Q1 2025
Added 37.8%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
633
shares
|
$291,078
0.02% of portfolio
|
Q4 2024
Reduced 67.62%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
633
shares
|
$291,078
0.01% of portfolio
|
Q4 2024
Added 18.54%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
631
shares
|
$290,159
0.05% of portfolio
|
Q4 2024
Reduced 26.63%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
624
shares
|
$286,940
0.02% of portfolio
|
Q2 2021
Reduced 3.7%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
623
shares
|
$286,480
0.01% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
621
shares
|
$285,560
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
619
shares
|
$284,640
0.01% of portfolio
|
Q4 2023
Added 0.98%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
614
shares
|
$282,341
0.01% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
610
shares
|
$280,502
0.15% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
608
shares
|
$279,582
0.02% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Feb 14, 2025 Q4 2024 |
603
shares
|
$277,283
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
602
shares
|
$276,823
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Boit C F David
Boston, MA |
Apr 08, 2025 Q1 2025 |
600
shares
|
$275,904
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
587
shares
|
$269,926
0.01% of portfolio
|
Q4 2023
Added 6.7%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
585
shares
|
$269,006
0.01% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
582
shares
|
$267,626
0.02% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
580
shares
|
$266,707
0.03% of portfolio
|
Q1 2025
Added 6.81%
|