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 |
|---|---|---|---|---|---|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
315
shares
|
$144,849
0.0% of portfolio
|
Q3 2024
Reduced 13.7%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
315
shares
|
$144,849
0.0% of portfolio
|
Q1 2025
Added 16.24%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
313
shares
|
$143,929
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
303
shares
|
$139,331
0.02% of portfolio
|
Q1 2025
Added 32.89%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
301
shares
|
$138,411
0.02% of portfolio
|
Q4 2024
Reduced 14.0%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
300
shares
|
$137,952
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
300
shares
|
$137,952
0.01% of portfolio
|
Q2 2024
Added 7.14%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
295
shares
|
$135,652
0.02% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
290
shares
|
$133,353
0.01% of portfolio
|
Q1 2025
Reduced 38.56%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
287
shares
|
$131,974
0.0% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
276
shares
|
$126,915
0.08% of portfolio
|
Q4 2024
Reduced 12.38%
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
264
shares
|
$121,397
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
256
shares
|
$117,719
0.01% of portfolio
|
Q4 2024
Added 108.13%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
255
shares
|
$117,259
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
246
shares
|
$113,120
0.01% of portfolio
|
Q4 2023
Added 1.23%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
245
shares
|
$112,660
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ostrum Asset Management
Paris, I0 |
Feb 13, 2025 Q4 2024 |
242
shares
|
$111,281
0.01% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Feb 12, 2025 Q4 2024 |
240
shares
|
$110,361
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Bayforest Capital LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
235
shares
|
$108,062
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
235
shares
|
$108,062
0.0% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
216
shares
|
$99,325
0.01% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
216
shares
|
$99,325
0.03% of portfolio
|
Q2 2024
Added 10.77%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
212
shares
|
$97,486
0.0% of portfolio
|
Q4 2024
Added 70.97%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Feb 13, 2025 Q4 2024 |
200
shares
|
$91,968
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
198
shares
|
$91,048
0.0% of portfolio
|
Q4 2024
Reduced 6.6%
|