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 |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
39,281
shares
|
$18.9 Million
0.01% of portfolio
|
Q1 2025
Added 5.34%
|
|
|
Bath Savings Trust CO
|
Jul 10, 2025 Q2 2025 |
39,191
shares
|
$18.8 Million
1.77% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Grace & White Inc
|
Apr 22, 2025 Q1 2025 |
39,130
shares
|
$18.8 Million
4.79% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Deka Bank Deutsche Girozentrale
|
Apr 30, 2025 Q1 2025 |
38,830
shares
|
$18.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Axa S.A.
Paris, I0 |
May 15, 2025 Q1 2025 |
38,781
shares
|
$18.6 Million
0.07% of portfolio
|
Q1 2025
Added 11.18%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
38,166
shares
|
$18.3 Million
0.76% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
38,000
shares
|
$18.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 39.1%
|
|
|
State Board Of Administration Of Florida Retirement System
|
May 12, 2025 Q1 2025 |
36,143
shares
|
$17.4 Million
0.04% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
New York State Teachers Retirement System
|
Apr 25, 2025 Q1 2025 |
35,411
shares
|
$17 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Pembroke Management, LTD
|
May 14, 2025 Q1 2025 |
35,161
shares
|
$16.9 Million
2.67% of portfolio
|
Q1 2025
Reduced 40.65%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
May 05, 2025 Q1 2025 |
34,228
shares
|
$16.4 Million
0.16% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
34,204
shares
|
$16.4 Million
0.07% of portfolio
|
Q1 2025
Added 10.82%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
33,962
shares
|
$16.3 Million
0.0% of portfolio
|
Q1 2025
Added 290.19%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
33,797
shares
|
$16.2 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
33,771
shares
|
$16.2 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
May 12, 2025 Q1 2025 |
32,220
shares
|
$15.5 Million
2.55% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
32,217
shares
|
$15.5 Million
0.02% of portfolio
|
Q1 2025
Added 28.01%
|
|
|
Wendell David Associates Inc
|
Apr 18, 2025 Q1 2025 |
32,088
shares
|
$15.4 Million
1.63% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
31,761
shares
|
$15.3 Million
0.05% of portfolio
|
Q2 2025
Added 11.17%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
31,465
shares
|
$15.1 Million
0.13% of portfolio
|
Q2 2025
Added 45.47%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
30,398
shares
|
$14.6 Million
0.1% of portfolio
|
Q1 2025
Reduced 8.35%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
30,332
shares
|
$14.6 Million
0.01% of portfolio
|
Q1 2024
Added 6.69%
|
|
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
May 15, 2025 Q1 2025 |
30,000
shares
|
$14.4 Million
0.46% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
28,837
shares
|
$13.9 Million
0.04% of portfolio
|
Q1 2025
Reduced 45.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
28,338
shares
|
$13.6 Million
0.01% of portfolio
|
Q1 2025
Added 2.83%
|