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 |
|---|---|---|---|---|---|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
2
shares
|
$803
0.0% of portfolio
|
Q2 2025
Reduced 99.13%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
2
shares
|
$803
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
2
shares
|
$803
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
2
shares
|
$803
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
2
shares
|
$803
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
2
shares
|
$803
0.0% of portfolio
|
Q1 2023
Reduced 99.77%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
2
shares
|
$803
0.0% of portfolio
|
Q3 2024
Reduced 92.31%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
2
shares
|
$803
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
2
shares
|
$803
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1
shares
|
$401
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
1
shares
|
$401
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
1
shares
|
$401
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
1
shares
|
$401
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
1
shares
|
$401
0.0% of portfolio
|
Q2 2025
Reduced 96.55%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
1
shares
|
$401
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
1
shares
|
$401
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
1
shares
|
$401
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1
shares
|
$401
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1
shares
|
$401
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1
shares
|
$401
0.0% of portfolio
|
Q3 2023
Reduced 95.24%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|