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 |
|---|---|---|---|---|---|
|
State Of Wisconsin Investment Board
Madison, WI |
May 15, 2025 Q1 2025 |
19,717
shares
|
$9.47 Million
0.03% of portfolio
|
Q1 2025
Reduced 23.6%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
May 07, 2025 Q1 2025 |
19,561
shares
|
$9.39 Million
0.58% of portfolio
|
Q1 2025
Reduced 25.55%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
19,338
shares
|
$9.29 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Kensington Investment Counsel, LLC
|
May 15, 2025 Q1 2025 |
19,149
shares
|
$9.2 Million
4.34% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
19,136
shares
|
$9.19 Million
1.84% of portfolio
|
Q1 2025
Added 9.66%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
May 14, 2025 Q1 2025 |
18,950
shares
|
$9.1 Million
0.1% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
18,874
shares
|
$9.06 Million
0.81% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
18,847
shares
|
$9.05 Million
1.11% of portfolio
|
Q2 2025
Added 5.59%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
May 15, 2025 Q1 2025 |
18,620
shares
|
$8.94 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
18,266
shares
|
$8.77 Million
0.87% of portfolio
|
Q4 2024
Added 7911.4%
|
|
|
Achmea Investment Management B.V.
|
Apr 24, 2025 Q1 2025 |
17,949
shares
|
$8.62 Million
0.13% of portfolio
|
Q1 2025
Added 27.5%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
May 09, 2025 Q1 2025 |
17,925
shares
|
$8.61 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
17,888
shares
|
$8.59 Million
1.65% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
New York State Common Retirement Fund
|
May 01, 2025 Q1 2025 |
17,648
shares
|
$8.48 Million
0.01% of portfolio
|
Q1 2025
Reduced 46.92%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
17,490
shares
|
$8.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
17,234
shares
|
$8.28 Million
1.9% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
16,682
shares
|
$8.01 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
16,570
shares
|
$7.96 Million
0.14% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Fcf Advisors LLC
|
Jul 11, 2025 Q2 2025 |
16,468
shares
|
$7.91 Million
1.05% of portfolio
|
Q2 2025
Added 178.6%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
May 13, 2025 Q1 2025 |
16,314
shares
|
$7.84 Million
2.21% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
16,299
shares
|
$7.83 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Jun 18, 2025 Q1 2025 |
16,218
shares
|
$7.79 Million
0.01% of portfolio
|
Q1 2025
Added 23.12%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
16,216
shares
|
$7.79 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Royal London Asset Management LTD
United Kingdom, X0 |
May 13, 2025 Q1 2025 |
16,083
shares
|
$7.72 Million
0.02% of portfolio
|
Q1 2025
Added 11.8%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
15,993
shares
|
$7.68 Million
0.01% of portfolio
|
Q2 2025
Added 1.38%
|