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 |
|---|---|---|---|---|---|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
400
shares
|
$160,716
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
398
shares
|
$159,912
0.0% of portfolio
|
Q2 2025
Added 18.1%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
386
shares
|
$155,090
0.0% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
379
shares
|
$152,278
0.02% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
378
shares
|
$151,876
0.0% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
356
shares
|
$143,037
0.01% of portfolio
|
Q3 2024
Added 256.0%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
356
shares
|
$143,037
0.04% of portfolio
|
Q1 2025
Added 64.81%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
350
shares
|
$140,626
0.02% of portfolio
|
Q4 2022
Added 42.86%
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
348
shares
|
$139,822
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
329
shares
|
$132,188
0.03% of portfolio
|
Q2 2025
Added 16.25%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
324
shares
|
$130,179
0.08% of portfolio
|
Q2 2025
Reduced 16.92%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
316
shares
|
$126,965
0.0% of portfolio
|
Q2 2025
Reduced 21.39%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
316
shares
|
$126,965
0.01% of portfolio
|
Q2 2025
Reduced 69.96%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
315
shares
|
$126,563
0.0% of portfolio
|
Q3 2024
Reduced 13.7%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
300
shares
|
$120,537
0.01% of portfolio
|
Q2 2024
Added 7.14%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
298
shares
|
$119,733
0.0% of portfolio
|
Q2 2025
Reduced 6.88%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
295
shares
|
$118,528
0.02% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
290
shares
|
$116,519
0.01% of portfolio
|
Q1 2025
Reduced 38.56%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
287
shares
|
$115,313
0.15% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
285
shares
|
$114,510
0.0% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
277
shares
|
$111,295
0.01% of portfolio
|
Q2 2025
Added 68.9%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
275
shares
|
$110,492
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
264
shares
|
$106,072
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
255
shares
|
$102,456
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
246
shares
|
$98,840
0.01% of portfolio
|
Q4 2023
Added 1.23%
|