Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 899 institutions that hold shares in the stock, with a total of 32.8 Million shares, which have been reported (via 13F filing form) to have a value of $15.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
5
shares
|
$2,401
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
5
shares
|
$2,401
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
5
shares
|
$2,401
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
5
shares
|
$2,401
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
5
shares
|
$2,401
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
4
shares
|
$1,921
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
4
shares
|
$1,921
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
4
shares
|
$1,921
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
3
shares
|
$1,440
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
3
shares
|
$1,440
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
3
shares
|
$1,440
0.0% of portfolio
|
Q3 2022
Reduced 80.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
3
shares
|
$1,440
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
2
shares
|
$960
0.0% of portfolio
|
Q3 2024
Reduced 92.31%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2
shares
|
$960
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
2
shares
|
$960
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
2
shares
|
$960
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
May 12, 2025 Q1 2025 |
2
shares
|
$960
0.0% of portfolio
|
Q1 2023
Reduced 99.77%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
2
shares
|
$960
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
2
shares
|
$960
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
2
shares
|
$960
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
2
shares
|
$960
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
2
shares
|
$960
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
2
shares
|
$960
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
2
shares
|
$960
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
2
shares
|
$960
0.0% of portfolio
|
Q1 2025
Added 100.0%
|