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 |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
245
shares
|
$98,438
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
243
shares
|
$97,634
0.0% of portfolio
|
Q2 2025
Reduced 81.41%
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Aug 14, 2025 Q2 2025 |
240
shares
|
$96,429
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
238
shares
|
$95,626
0.01% of portfolio
|
Q2 2025
Added 10.19%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
237
shares
|
$95,224
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
232
shares
|
$93,215
0.0% of portfolio
|
Q2 2025
Reduced 81.73%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
230
shares
|
$92,411
0.0% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
214
shares
|
$85,983
0.01% of portfolio
|
Q2 2025
Added 46.58%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
211
shares
|
$84,777
0.0% of portfolio
|
Q2 2025
Reduced 12.45%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
203
shares
|
$81,563
0.01% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
200
shares
|
$80,358
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
194
shares
|
$77,947
0.0% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
193
shares
|
$77,545
0.01% of portfolio
|
Q2 2025
Reduced 11.06%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
191
shares
|
$76,741
0.04% of portfolio
|
Q2 2023
Added 3.24%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
190
shares
|
$76,340
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
185
shares
|
$74,331
0.06% of portfolio
|
Q4 2024
Reduced 17.78%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
182
shares
|
$73,125
0.01% of portfolio
|
Q1 2025
Added 116.67%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
175
shares
|
$70,313
0.02% of portfolio
|
Q1 2025
Reduced 14.63%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
167
shares
|
$67,098
0.01% of portfolio
|
Q2 2023
Added 11.33%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
165
shares
|
$66,295
0.01% of portfolio
|
Q2 2025
Added 74.55%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
163
shares
|
$65,491
0.02% of portfolio
|
Q1 2024
Reduced 37.55%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
160
shares
|
$64,286
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
145
shares
|
$58,259
0.0% of portfolio
|
Q2 2024
Added 1350.0%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
145
shares
|
$58,259
0.01% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
135
shares
|
$54,241
0.0% of portfolio
|
Q2 2025
Added 13400.0%
|