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 |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
Apr 01, 2025 Q4 2024 |
455
shares
|
$209,227
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
453
shares
|
$208,307
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 27, 2025 Q4 2024 |
445
shares
|
$204,628
0.0% of portfolio
|
Q3 2024
Reduced 10.1%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
444
shares
|
$204,168
0.02% of portfolio
|
Q4 2024
Reduced 20.86%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
439
shares
|
$201,869
0.15% of portfolio
|
Q4 2024
Reduced 62.38%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
429
shares
|
$197,271
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Feb 12, 2025 Q4 2024 |
426
shares
|
$195,891
0.03% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Feb 11, 2025 Q4 2024 |
423
shares
|
$194,512
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
423
shares
|
$194,512
0.09% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
407
shares
|
$187,154
0.02% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Apr 22, 2025 Q1 2025 |
405
shares
|
$186,235
0.6% of portfolio
|
Q1 2025
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
400
shares
|
$183,936
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
400
shares
|
$183,936
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
399
shares
|
$183,476
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
394
shares
|
$181,176
0.03% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
390
shares
|
$179,337
0.01% of portfolio
|
Q4 2024
Reduced 26.69%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
373
shares
|
$171,520
0.0% of portfolio
|
Q4 2024
Added 13.03%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
373
shares
|
$171,520
0.0% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Ossiam
Paris, I0 |
Feb 13, 2025 Q4 2024 |
369
shares
|
$169,680
0.0% of portfolio
|
Q4 2024
Reduced 22.96%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Apr 15, 2025 Q1 2025 |
356
shares
|
$163,703
0.01% of portfolio
|
Q3 2024
Added 256.0%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
353
shares
|
$162,323
0.11% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
350
shares
|
$160,944
0.02% of portfolio
|
Q4 2022
Added 42.86%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
337
shares
|
$154,966
0.0% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
321
shares
|
$147,608
0.05% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
320
shares
|
$147,148
0.0% of portfolio
|
Q1 2025
Added 17.65%
|