Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 899 institutions that hold shares in the stock, with a total of 32.8 Million shares, which have been reported (via 13F filing form) to have a value of $15.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
107,925
shares
|
$51.8 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
107,767
shares
|
$51.8 Million
0.02% of portfolio
|
Q4 2023
Added 16.92%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
May 15, 2025 Q1 2025 |
107,290
shares
|
$51.5 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
105,845
shares
|
$50.8 Million
0.05% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Conestoga Capital Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
105,192
shares
|
$50.5 Million
0.81% of portfolio
|
Q1 2025
Added 7.52%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
101,696
shares
|
$48.8 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
101,381
shares
|
$48.7 Million
0.83% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Premier Fund Managers LTD
|
May 08, 2025 Q1 2025 |
100,035
shares
|
$48 Million
1.87% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
98,244
shares
|
$47.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Riverbridge Partners LLC
|
Jul 15, 2025 Q2 2025 |
92,603
shares
|
$44.5 Million
0.68% of portfolio
|
Q2 2025
Reduced 10.55%
|
|
|
Wilkinson Global Asset Management LLC
|
May 01, 2025 Q1 2025 |
87,168
shares
|
$41.9 Million
2.86% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
86,910
shares
|
$41.7 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
85,964
shares
|
$41.3 Million
0.03% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
83,561
shares
|
$40.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
81,708
shares
|
$39.2 Million
1.36% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
81,089
shares
|
$38.9 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
78,915
shares
|
$37.9 Million
0.05% of portfolio
|
Q1 2025
Added 343.34%
|
|
|
Swedbank Ab
Stockholm, V7 |
Jul 10, 2025 Q2 2025 |
78,585
shares
|
$37.7 Million
0.04% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
77,608
shares
|
$37.3 Million
1.93% of portfolio
|
Q1 2025
Reduced 17.86%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
76,139
shares
|
$36.6 Million
0.98% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Fenimore Asset Management Inc
|
Jul 22, 2025 Q2 2025 |
69,975
shares
|
$33.6 Million
0.67% of portfolio
|
Q2 2025
Added 19.81%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
68,220
shares
|
$32.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Baskin Financial Services Inc.
|
Apr 28, 2025 Q1 2025 |
67,541
shares
|
$32.4 Million
2.79% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Geneva Capital Management LLC
|
May 09, 2025 Q1 2025 |
66,056
shares
|
$31.7 Million
0.64% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Apr 24, 2025 Q1 2025 |
66,000
shares
|
$31.7 Million
1.25% of portfolio
|
Q1 2025
Added 8.2%
|