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 |
|---|---|---|---|---|---|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
27,392
shares
|
$13.2 Million
0.01% of portfolio
|
Q1 2025
Added 9.97%
|
|
|
Vantage Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
27,336
shares
|
$13.1 Million
0.92% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
27,011
shares
|
$13 Million
0.06% of portfolio
|
Q1 2025
Added 22.72%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
26,436
shares
|
$12.7 Million
0.1% of portfolio
|
Q2 2022
Added 43.23%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
26,348
shares
|
$12.7 Million
0.0% of portfolio
|
Q1 2025
Added 5.24%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
May 12, 2025 Q1 2025 |
25,800
shares
|
$12.4 Million
0.83% of portfolio
|
Q1 2025
Reduced 13.82%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
May 15, 2025 Q1 2025 |
25,110
shares
|
$12.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.64%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
25,071
shares
|
$12 Million
0.14% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
May 02, 2025 Q1 2025 |
25,057
shares
|
$12 Million
7.3% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
May 14, 2025 Q1 2025 |
24,755
shares
|
$11.9 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
24,506
shares
|
$11.8 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
24,487
shares
|
$11.8 Million
0.01% of portfolio
|
Q1 2025
Added 2513.34%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
24,004
shares
|
$11.5 Million
0.19% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
23,936
shares
|
$11.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.55%
|
|
|
Crown Oak Advisors, LLC
Piedmont, CA |
Jul 16, 2025 Q2 2025 |
23,921
shares
|
$11.5 Million
5.0% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
23,598
shares
|
$11.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 26.07%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
23,308
shares
|
$11.2 Million
0.33% of portfolio
|
Q1 2025
Added 100.24%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
22,854
shares
|
$11 Million
0.02% of portfolio
|
Q1 2025
Added 14.83%
|
|
|
Korea Investment Corp
Seoul, M5 |
May 14, 2025 Q1 2025 |
22,785
shares
|
$10.9 Million
0.03% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
22,380
shares
|
$10.7 Million
0.15% of portfolio
|
Q1 2025
Added 7.73%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
21,723
shares
|
$10.4 Million
0.11% of portfolio
|
Q3 2024
Added 16.48%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
21,447
shares
|
$10.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
21,101
shares
|
$10.1 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
20,704
shares
|
$9.94 Million
0.03% of portfolio
|
Q1 2025
Added 98.45%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
19,988
shares
|
$9.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.17%
|