Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 877 institutions that hold shares in the stock, with a total of 34.1 Million shares, which have been reported (via 13F filing form) to have a value of $11.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
66
shares
|
$22,645
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
66
shares
|
$22,645
0.01% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
65
shares
|
$22,302
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
64
shares
|
$21,959
0.0% of portfolio
|
Q3 2025
Reduced 44.83%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
62
shares
|
$21,273
0.0% of portfolio
|
Q3 2025
Added 47.62%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
59
shares
|
$20,244
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
57
shares
|
$19,557
0.0% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
57
shares
|
$19,557
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
56
shares
|
$19,214
0.0% of portfolio
|
Q1 2025
Added 115.38%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
55
shares
|
$18,871
0.01% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
54
shares
|
$18,528
0.01% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2025 Q3 2025 |
51
shares
|
$17,499
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
50
shares
|
$17,156
0.0% of portfolio
|
Q3 2025
Added 19.05%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Oct 17, 2025 Q3 2025 |
50
shares
|
$17,156
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
50
shares
|
$17,156
0.01% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
50
shares
|
$17,156
0.0% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
48
shares
|
$16,469
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
47
shares
|
$16,126
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
47
shares
|
$16,126
0.01% of portfolio
|
Q3 2025
Added 30.56%
|
|
|
Bares Capital Management, Inc.
Austin, TX |
Nov 14, 2025 Q3 2025 |
45
shares
|
$15,440
0.0% of portfolio
|
Q2 2025
Added 36.36%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
45
shares
|
$15,440
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
44
shares
|
$15,097
0.01% of portfolio
|
Q1 2024
Added 2.33%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
42
shares
|
$14,411
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
41
shares
|
$14,067
0.0% of portfolio
|
Q2 2025
Reduced 34.92%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
40
shares
|
$13,724
0.01% of portfolio
|
Q1 2020
New holding
|
|