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 |
|---|---|---|---|---|---|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
576
shares
|
$231,431
0.16% of portfolio
|
Q3 2024
Reduced 7.99%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
575
shares
|
$231,029
0.15% of portfolio
|
Q3 2023
Reduced 2.54%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
573
shares
|
$230,225
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
570
shares
|
$229,020
0.01% of portfolio
|
Q1 2024
Added 5.95%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
567
shares
|
$227,814
0.01% of portfolio
|
Q2 2025
Reduced 13.44%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
566
shares
|
$227,413
0.01% of portfolio
|
Q1 2025
Reduced 24.73%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Aug 05, 2025 Q2 2025 |
560
shares
|
$225,002
0.16% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
556
shares
|
$223,395
0.06% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
554
shares
|
$222,591
0.03% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
551
shares
|
$221,386
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
551
shares
|
$221,386
0.0% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
548
shares
|
$220,180
0.11% of portfolio
|
Q4 2024
Reduced 59.97%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Aug 11, 2025 Q2 2025 |
542
shares
|
$217,770
0.06% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
535
shares
|
$214,957
0.02% of portfolio
|
Q2 2025
Reduced 7.76%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
530
shares
|
$212,948
0.11% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
530
shares
|
$212,948
0.02% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
523
shares
|
$210,136
0.01% of portfolio
|
Q2 2025
Added 11.99%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
522
shares
|
$209,734
0.0% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
521
shares
|
$209,332
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
520
shares
|
$208,930
0.04% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Woodstock Corp
|
Jul 09, 2025 Q2 2025 |
517
shares
|
$207,725
0.02% of portfolio
|
Q1 2025
Reduced 23.41%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
510
shares
|
$204,912
0.0% of portfolio
|
Q1 2025
Added 24.39%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
508
shares
|
$204,109
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Aug 05, 2025 Q2 2025 |
503
shares
|
$202,100
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
503
shares
|
$202,100
0.01% of portfolio
|
Q2 2025
Reduced 2.71%
|