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 |
|---|---|---|---|---|---|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
55
shares
|
$22,098
0.01% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
55
shares
|
$22,098
0.0% of portfolio
|
Q2 2025
Reduced 19.12%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
54
shares
|
$21,696
0.01% of portfolio
|
Q2 2025
Added 10.2%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
53
shares
|
$21,294
0.01% of portfolio
|
Q2 2025
Added 60.61%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
52
shares
|
$20,893
0.02% of portfolio
|
Q2 2025
Added 79.31%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
50
shares
|
$20,089
0.0% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Jul 25, 2025 Q2 2025 |
50
shares
|
$20,089
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
47
shares
|
$18,884
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
47
shares
|
$18,884
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
46
shares
|
$18,482
0.0% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Bares Capital Management, Inc.
Austin, TX |
Aug 14, 2025 Q2 2025 |
45
shares
|
$18,080
0.0% of portfolio
|
Q2 2025
Added 36.36%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
44
shares
|
$17,678
0.01% of portfolio
|
Q1 2024
Added 2.33%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
42
shares
|
$16,875
0.0% of portfolio
|
Q2 2025
Added 27.27%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
42
shares
|
$16,875
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
42
shares
|
$16,875
0.0% of portfolio
|
Q2 2025
Added 55.56%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
42
shares
|
$16,875
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
41
shares
|
$16,473
0.01% of portfolio
|
Q2 2025
Reduced 34.92%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
41
shares
|
$16,473
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
40
shares
|
$16,071
0.0% of portfolio
|
Q2 2024
Reduced 47.37%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
40
shares
|
$16,071
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
40
shares
|
$16,071
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
40
shares
|
$16,071
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
38
shares
|
$15,268
0.01% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
38
shares
|
$15,268
0.0% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
38
shares
|
$15,268
0.01% of portfolio
|
Q1 2023
Reduced 11.63%
|