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 |
|---|---|---|---|---|---|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
43
shares
|
$19,773
0.0% of portfolio
|
Q4 2024
Added 34.38%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
43
shares
|
$19,773
0.0% of portfolio
|
Q1 2025
Added 43.33%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
42
shares
|
$19,313
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
40
shares
|
$18,393
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
40
shares
|
$18,393
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
40
shares
|
$18,393
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
40
shares
|
$18,393
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
40
shares
|
$18,393
0.0% of portfolio
|
Q2 2024
Reduced 47.37%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
39
shares
|
$17,933
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
38
shares
|
$17,473
0.01% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
38
shares
|
$17,473
0.0% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
38
shares
|
$17,473
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
38
shares
|
$17,473
0.01% of portfolio
|
Q1 2023
Reduced 11.63%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Feb 14, 2025 Q4 2024 |
37
shares
|
$17,014
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
35
shares
|
$16,094
0.01% of portfolio
|
Q2 2024
Reduced 22.22%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
35
shares
|
$16,094
0.01% of portfolio
|
Q3 2024
Added 29.63%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
34
shares
|
$15,634
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
33
shares
|
$15,174
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
33
shares
|
$15,174
0.0% of portfolio
|
Q4 2024
Added 32.0%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
33
shares
|
$15,174
0.0% of portfolio
|
Q1 2025
Added 65.0%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
33
shares
|
$15,174
0.0% of portfolio
|
Q4 2024
Reduced 60.71%
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
32
shares
|
$14,714
0.0% of portfolio
|
Q4 2024
Added 255.56%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
32
shares
|
$14,714
0.0% of portfolio
|
Q1 2025
Added 3100.0%
|
|
|
Contravisory Investment Management, Inc.
|
Apr 10, 2025 Q1 2025 |
29
shares
|
$13,335
0.0% of portfolio
|
Q1 2025
Reduced 29.27%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
29
shares
|
$13,335
0.0% of portfolio
|
Q4 2024
New holding
|