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 |
|---|---|---|---|---|---|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
576
shares
|
$264,867
0.16% of portfolio
|
Q3 2024
Reduced 7.99%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
575
shares
|
$264,408
0.15% of portfolio
|
Q3 2023
Reduced 2.54%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
570
shares
|
$262,108
0.01% of portfolio
|
Q1 2024
Added 5.95%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
569
shares
|
$261,648
0.01% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
566
shares
|
$260,269
0.01% of portfolio
|
Q1 2025
Reduced 24.73%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
560
shares
|
$257,510
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
560
shares
|
$257,510
0.16% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
557
shares
|
$256,130
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
556
shares
|
$255,671
0.07% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
554
shares
|
$254,751
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
551
shares
|
$253,371
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
548
shares
|
$251,992
0.14% of portfolio
|
Q4 2024
Reduced 59.97%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
544
shares
|
$250,152
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
544
shares
|
$250,152
0.03% of portfolio
|
Q4 2024
Reduced 6.85%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
531
shares
|
$244,175
0.02% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
526
shares
|
$241,875
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
523
shares
|
$240,496
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
522
shares
|
$240,036
0.16% of portfolio
|
Q4 2024
Reduced 66.92%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
520
shares
|
$239,116
0.05% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
519
shares
|
$238,656
0.06% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
518
shares
|
$238,197
0.02% of portfolio
|
Q4 2024
Reduced 10.69%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
517
shares
|
$237,737
0.02% of portfolio
|
Q1 2025
Added 16.7%
|
|
|
Woodstock Corp
|
Apr 09, 2025 Q1 2025 |
517
shares
|
$237,737
0.03% of portfolio
|
Q1 2025
Reduced 23.41%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
516
shares
|
$237,277
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Apr 23, 2025 Q1 2025 |
515
shares
|
$236,817
0.05% of portfolio
|
Q4 2024
New holding
|