Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 901 institutions that hold shares in the stock, with a total of 32.4 Million shares, which have been reported (via 13F filing form) to have a value of $14.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
100
shares
|
$45,984
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
100
shares
|
$45,984
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
98
shares
|
$45,064
0.0% of portfolio
|
Q2 2023
Added 12.64%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
90
shares
|
$41,385
0.02% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
84
shares
|
$38,626
0.0% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
72
shares
|
$33,108
0.0% of portfolio
|
Q1 2025
Added 260.0%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
66
shares
|
$30,349
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
66
shares
|
$30,349
0.01% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
65
shares
|
$29,889
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
65
shares
|
$29,889
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
64
shares
|
$29,429
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
63
shares
|
$28,969
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
60
shares
|
$27,590
0.01% of portfolio
|
Q3 2020
Reduced 36.84%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
59
shares
|
$27,130
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
58
shares
|
$26,670
0.01% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
57
shares
|
$26,210
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
54
shares
|
$24,831
0.0% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
53
shares
|
$24,371
0.01% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
52
shares
|
$23,911
0.0% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Apr 15, 2025 Q1 2025 |
50
shares
|
$22,992
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
50
shares
|
$22,992
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
49
shares
|
$22,532
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
47
shares
|
$21,612
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
47
shares
|
$21,612
0.0% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
44
shares
|
$20,232
0.01% of portfolio
|
Q1 2024
Added 2.33%
|