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 |
|---|---|---|---|---|---|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jul 28, 2025 Q2 2025 |
502
shares
|
$201,698
0.13% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Capital International Sarl
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
500
shares
|
$200,895
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
500
shares
|
$200,895
0.03% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
500
shares
|
$200,895
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
492
shares
|
$197,680
0.0% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
491
shares
|
$197,278
0.01% of portfolio
|
Q2 2025
Reduced 13.71%
|
|
|
Northside Capital Management, LLC
|
Jul 15, 2025 Q2 2025 |
488
shares
|
$196,073
0.02% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
487
shares
|
$195,671
0.01% of portfolio
|
Q2 2025
Reduced 68.11%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
485
shares
|
$194,868
0.01% of portfolio
|
Q2 2025
Added 8.74%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
485
shares
|
$194,868
0.01% of portfolio
|
Q2 2025
Reduced 11.82%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
477
shares
|
$191,653
0.0% of portfolio
|
Q4 2024
Reduced 58.59%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
476
shares
|
$191,252
0.01% of portfolio
|
Q2 2025
Reduced 9.85%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
474
shares
|
$190,448
0.0% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
473
shares
|
$190,046
0.01% of portfolio
|
Q1 2025
Reduced 19.42%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
473
shares
|
$190,046
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
472
shares
|
$189,644
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Aug 14, 2025 Q2 2025 |
468
shares
|
$188,037
0.0% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
460
shares
|
$184,823
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
459
shares
|
$184,421
0.02% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
458
shares
|
$184,019
0.06% of portfolio
|
Q1 2025
Reduced 6.34%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
453
shares
|
$182,010
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
450
shares
|
$180,805
0.02% of portfolio
|
Q1 2025
Reduced 66.84%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
433
shares
|
$173,975
0.01% of portfolio
|
Q2 2025
Reduced 8.65%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
425
shares
|
$170,760
0.06% of portfolio
|
Q1 2025
Reduced 15.84%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
424
shares
|
$170,358
0.05% of portfolio
|
Q2 2025
Added 32.09%
|