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 |
|---|---|---|---|---|---|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
108,154
shares
|
$43.5 Million
0.11% of portfolio
|
Q2 2025
Reduced 29.43%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
107,702
shares
|
$43.3 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
107,029
shares
|
$43 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
106,610
shares
|
$42.8 Million
0.04% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Conestoga Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
105,692
shares
|
$42.5 Million
0.7% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
102,240
shares
|
$41.1 Million
0.05% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
101,381
shares
|
$40.7 Million
0.83% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Premier Fund Managers LTD
|
Aug 11, 2025 Q2 2025 |
100,369
shares
|
$40.3 Million
1.6% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
98,244
shares
|
$39.5 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
95,346
shares
|
$38.3 Million
0.02% of portfolio
|
Q2 2025
Added 93.8%
|
|
|
Riverbridge Partners LLC
|
Jul 15, 2025 Q2 2025 |
92,603
shares
|
$37.2 Million
0.68% of portfolio
|
Q2 2025
Reduced 10.55%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
90,466
shares
|
$36.3 Million
0.03% of portfolio
|
Q2 2025
Added 787.79%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
89,562
shares
|
$36 Million
0.01% of portfolio
|
Q2 2025
Reduced 35.3%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
89,115
shares
|
$35.8 Million
0.01% of portfolio
|
Q2 2025
Added 162.4%
|
|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
86,057
shares
|
$34.6 Million
1.83% of portfolio
|
Q2 2025
Added 10.89%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
84,463
shares
|
$33.9 Million
1.38% of portfolio
|
Q2 2025
Added 5564.86%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
84,330
shares
|
$33.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 48.27%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
83,561
shares
|
$33.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
82,517
shares
|
$33.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Wilkinson Global Asset Management LLC
|
Aug 11, 2025 Q2 2025 |
81,475
shares
|
$32.7 Million
2.35% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
80,492
shares
|
$32.3 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Anchor Capital Advisors LLC
|
Aug 06, 2025 Q2 2025 |
79,128
shares
|
$31.8 Million
1.14% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Swedbank Ab
Stockholm, V7 |
Jul 10, 2025 Q2 2025 |
78,585
shares
|
$31.6 Million
0.04% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Times Square Capital Management, LLC
|
Aug 08, 2025 Q2 2025 |
74,855
shares
|
$30.1 Million
0.51% of portfolio
|
Q2 2025
Added 18.68%
|
|
|
Geneva Capital Management LLC
|
Aug 04, 2025 Q2 2025 |
74,320
shares
|
$29.9 Million
0.56% of portfolio
|
Q2 2025
Added 12.51%
|