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 |
|---|---|---|---|---|---|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Aug 14, 2025 Q2 2025 |
37
shares
|
$14,866
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
36
shares
|
$14,464
0.0% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
36
shares
|
$14,464
0.01% of portfolio
|
Q2 2025
Reduced 43.75%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
35
shares
|
$14,062
0.01% of portfolio
|
Q2 2024
Reduced 22.22%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
35
shares
|
$14,062
0.01% of portfolio
|
Q3 2024
Added 29.63%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
34
shares
|
$13,660
0.0% of portfolio
|
Q1 2025
Reduced 12.82%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
33
shares
|
$13,259
0.0% of portfolio
|
Q2 2025
Reduced 26.67%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
33
shares
|
$13,259
0.01% of portfolio
|
Q2 2025
Reduced 34.0%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
31
shares
|
$12,455
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
29
shares
|
$11,651
0.0% of portfolio
|
Q1 2025
Reduced 29.27%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
29
shares
|
$11,651
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
28
shares
|
$11,250
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
26
shares
|
$10,446
0.0% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
26
shares
|
$10,446
0.01% of portfolio
|
Q2 2024
Reduced 25.71%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
26
shares
|
$10,446
0.01% of portfolio
|
Q1 2025
Reduced 18.75%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
22
shares
|
$8,839
0.0% of portfolio
|
Q2 2024
Reduced 29.03%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
21
shares
|
$8,437
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
20
shares
|
$8,035
0.0% of portfolio
|
Q3 2022
Reduced 78.72%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
20
shares
|
$8,035
0.0% of portfolio
|
Q2 2025
Reduced 25.93%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
20
shares
|
$8,035
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
20
shares
|
$8,035
0.0% of portfolio
|
Q3 2022
Reduced 78.72%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
19
shares
|
$7,634
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
18
shares
|
$7,232
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
18
shares
|
$7,232
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
16
shares
|
$6,428
0.0% of portfolio
|
Q2 2025
New holding
|