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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
134
shares
|
$53,839
0.0% of portfolio
|
Q2 2025
Reduced 36.79%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
125
shares
|
$50,223
0.01% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
116
shares
|
$46,607
0.0% of portfolio
|
Q2 2025
Added 28.89%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
115
shares
|
$46,205
0.0% of portfolio
|
Q3 2022
Reduced 11.54%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
115
shares
|
$46,205
0.01% of portfolio
|
Q4 2021
Added 53.33%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
114
shares
|
$45,804
0.0% of portfolio
|
Q2 2020
Reduced 57.02%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
112
shares
|
$45,000
0.0% of portfolio
|
Q2 2025
Added 1300.0%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
110
shares
|
$44,196
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
108
shares
|
$43,393
0.02% of portfolio
|
Q2 2025
Added 500.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
106
shares
|
$42,589
0.01% of portfolio
|
Q1 2025
Reduced 52.25%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
100
shares
|
$40,179
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
100
shares
|
$40,179
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
98
shares
|
$39,375
0.0% of portfolio
|
Q2 2023
Added 12.64%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
76
shares
|
$30,536
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
72
shares
|
$28,928
0.0% of portfolio
|
Q1 2025
Added 260.0%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
72
shares
|
$28,928
0.0% of portfolio
|
Q2 2025
Added 242.86%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
67
shares
|
$26,919
0.01% of portfolio
|
Q1 2025
Reduced 25.56%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
67
shares
|
$26,919
0.01% of portfolio
|
Q2 2025
Reduced 23.86%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
66
shares
|
$26,518
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
65
shares
|
$26,116
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
65
shares
|
$26,116
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
59
shares
|
$23,705
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
58
shares
|
$23,303
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
56
shares
|
$22,500
0.0% of portfolio
|
Q1 2025
Added 115.38%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
56
shares
|
$22,500
0.0% of portfolio
|
Q2 2025
Reduced 3.45%
|