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 |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
670
shares
|
$269,199
0.02% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
666
shares
|
$267,592
0.0% of portfolio
|
Q2 2025
Reduced 30.63%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
660
shares
|
$265,181
0.01% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
Aug 07, 2025 Q2 2025 |
642
shares
|
$257,949
0.0% of portfolio
|
Q2 2025
Added 339.73%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
642
shares
|
$257,949
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
624
shares
|
$250,716
0.02% of portfolio
|
Q2 2021
Reduced 3.7%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
621
shares
|
$249,511
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
619
shares
|
$248,708
0.01% of portfolio
|
Q4 2023
Added 0.98%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
612
shares
|
$245,895
0.0% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
609
shares
|
$244,690
0.01% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
609
shares
|
$244,690
0.13% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
609
shares
|
$244,690
0.0% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
607
shares
|
$243,886
0.03% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
603
shares
|
$242,279
0.01% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
601
shares
|
$241,475
0.0% of portfolio
|
Q2 2025
Added 78.34%
|
|
|
Boit C F David
Boston, MA |
Jul 30, 2025 Q2 2025 |
600
shares
|
$241,074
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Paradigm Asset Management CO LLC
|
Aug 06, 2025 Q2 2025 |
600
shares
|
$241,074
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Jul 22, 2025 Q2 2025 |
600
shares
|
$241,074
0.0% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
599
shares
|
$240,672
0.01% of portfolio
|
Q2 2025
Reduced 47.27%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
592
shares
|
$237,859
0.0% of portfolio
|
Q2 2025
Reduced 51.52%
|
|
|
Ossiam
Paris, I0 |
Aug 13, 2025 Q2 2025 |
592
shares
|
$237,859
0.0% of portfolio
|
Q2 2025
Added 129.46%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
589
shares
|
$236,654
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
587
shares
|
$235,850
0.0% of portfolio
|
Q2 2025
Reduced 11.86%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
586
shares
|
$235,448
0.01% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
580
shares
|
$233,038
0.11% of portfolio
|
Q2 2025
Added 23.4%
|