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 |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
31,681
shares
|
$12.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 40.3%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
31,465
shares
|
$12.6 Million
0.13% of portfolio
|
Q2 2025
Added 45.47%
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
31,309
shares
|
$12.6 Million
0.19% of portfolio
|
Q2 2025
Added 4285.01%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
30,809
shares
|
$12.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 39.1%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
30,332
shares
|
$12.2 Million
0.01% of portfolio
|
Q1 2024
Added 6.69%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
29,386
shares
|
$11.8 Million
0.01% of portfolio
|
Q2 2025
Added 7.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
28,476
shares
|
$11.4 Million
0.0% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
Aug 13, 2025 Q2 2025 |
28,200
shares
|
$11.3 Million
0.35% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Vantage Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
27,336
shares
|
$11 Million
0.92% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Aug 11, 2025 Q2 2025 |
27,011
shares
|
$10.9 Million
0.05% of portfolio
|
Q1 2025
Added 22.72%
|
|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
Aug 12, 2025 Q2 2025 |
27,004
shares
|
$10.8 Million
6.76% of portfolio
|
Q2 2025
Added 7.77%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Aug 13, 2025 Q2 2025 |
26,532
shares
|
$10.7 Million
0.01% of portfolio
|
Q2 2025
Added 70.07%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
26,436
shares
|
$10.6 Million
0.1% of portfolio
|
Q2 2022
Added 43.23%
|
|
|
Aviva PLC
|
Aug 07, 2025 Q2 2025 |
25,693
shares
|
$10.3 Million
0.02% of portfolio
|
Q2 2025
Added 2042.87%
|
|
|
Korea Investment Corp
Seoul, M5 |
Aug 13, 2025 Q2 2025 |
25,625
shares
|
$10.3 Million
0.03% of portfolio
|
Q2 2025
Added 12.46%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
24,952
shares
|
$10 Million
0.16% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
24,884
shares
|
$10 Million
0.02% of portfolio
|
Q2 2025
Reduced 27.08%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
24,186
shares
|
$9.72 Million
0.21% of portfolio
|
Q2 2025
Added 2549.07%
|
|
|
Crown Oak Advisors, LLC
Piedmont, CA |
Jul 16, 2025 Q2 2025 |
23,921
shares
|
$9.61 Million
5.0% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Aug 14, 2025 Q2 2025 |
23,777
shares
|
$9.55 Million
0.04% of portfolio
|
Q2 2025
Added 158.19%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Aug 01, 2025 Q2 2025 |
23,111
shares
|
$9.29 Million
0.66% of portfolio
|
Q2 2025
Reduced 10.42%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
22,854
shares
|
$9.18 Million
0.02% of portfolio
|
Q1 2025
Added 14.83%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
22,612
shares
|
$9.09 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
21,849
shares
|
$8.78 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
21,723
shares
|
$8.73 Million
0.11% of portfolio
|
Q3 2024
Added 16.48%
|