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 |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
510
shares
|
$234,518
0.0% of portfolio
|
Q1 2025
Added 24.39%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
508
shares
|
$233,598
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
505
shares
|
$232,219
0.07% of portfolio
|
Q3 2024
Reduced 52.4%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
504
shares
|
$231,759
0.0% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
502
shares
|
$230,839
0.03% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
500
shares
|
$229,920
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Aigen Investment Management, LP
|
Feb 06, 2025 Q4 2024 |
500
shares
|
$229,920
0.04% of portfolio
|
Q4 2024
Reduced 55.95%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
495
shares
|
$227,620
0.03% of portfolio
|
Q3 2024
Reduced 18.99%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
493
shares
|
$226,701
0.0% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
492
shares
|
$226,241
0.13% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Northside Capital Management, LLC
|
Apr 10, 2025 Q1 2025 |
488
shares
|
$224,401
0.04% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Feb 14, 2025 Q4 2024 |
484
shares
|
$222,562
0.0% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
481
shares
|
$221,183
0.02% of portfolio
|
Q4 2024
Reduced 10.43%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
477
shares
|
$219,343
0.0% of portfolio
|
Q4 2024
Reduced 58.59%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
477
shares
|
$219,343
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Metis Global Partners, LLC
|
Feb 05, 2025 Q4 2024 |
472
shares
|
$217,044
0.01% of portfolio
|
Q4 2024
Added 9.51%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
470
shares
|
$216,124
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
465
shares
|
$213,825
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
465
shares
|
$213,825
0.01% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Feb 14, 2025 Q4 2024 |
461
shares
|
$211,986
0.02% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
461
shares
|
$211,986
0.02% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
460
shares
|
$211,526
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
458
shares
|
$210,606
0.08% of portfolio
|
Q1 2025
Reduced 6.34%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
458
shares
|
$210,606
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
456
shares
|
$209,687
0.02% of portfolio
|
Q1 2025
Added 7.8%
|