Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 843 institutions that hold shares in the stock, with a total of 31.8 Million shares, which have been reported (via 13F filing form) to have a value of $16.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
18,385
shares
|
$9.57 Million
1.85% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
18,331
shares
|
$9.55 Million
0.07% of portfolio
|
Q3 2024
Reduced 26.2%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
18,320
shares
|
$9.54 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
18,168
shares
|
$9.46 Million
0.89% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2024 Q3 2024 |
17,978
shares
|
$9.36 Million
0.05% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 15, 2024 Q3 2024 |
17,756
shares
|
$9.25 Million
3.67% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
17,527
shares
|
$9.13 Million
2.06% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
17,246
shares
|
$8.98 Million
0.01% of portfolio
|
Q3 2024
Reduced 88.56%
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
17,128
shares
|
$8.92 Million
0.07% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Nov 05, 2024 Q3 2024 |
16,792
shares
|
$8.74 Million
1.19% of portfolio
|
Q3 2024
Reduced 13.79%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
16,736
shares
|
$8.72 Million
0.29% of portfolio
|
Q3 2024
Reduced 17.28%
|
|
|
2 Xideas Ag
Pfaffikon, V8 |
Nov 13, 2024 Q3 2024 |
16,630
shares
|
$8.66 Million
1.2% of portfolio
|
Q3 2024
Reduced 35.84%
|
|
|
Southernsun Asset Management, LLC
Memphis, TN |
Nov 14, 2024 Q3 2024 |
16,489
shares
|
$8.59 Million
0.96% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
16,478
shares
|
$8.58 Million
0.76% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
16,398
shares
|
$8.54 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.99%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
16,366
shares
|
$8.52 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
16,219
shares
|
$8.45 Million
0.0% of portfolio
|
Q3 2024
Added 34.99%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
16,195
shares
|
$8.43 Million
0.02% of portfolio
|
Q3 2024
Reduced 22.74%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
16,029
shares
|
$8.35 Million
0.01% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
15,951
shares
|
$8.31 Million
0.0% of portfolio
|
Q3 2024
Added 16.15%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 13, 2024 Q3 2024 |
15,890
shares
|
$8.27 Million
2.56% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
15,778
shares
|
$8.22 Million
0.01% of portfolio
|
Q3 2024
Added 15.67%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
15,542
shares
|
$8.09 Million
0.03% of portfolio
|
Q3 2024
Added 1553.4%
|
|
|
Achmea Investment Management B.V.
|
Nov 12, 2024 Q3 2024 |
15,538
shares
|
$8.09 Million
0.13% of portfolio
|
Q3 2024
Reduced 26.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,480
shares
|
$8.06 Million
0.01% of portfolio
|
Q3 2024
Added 2.35%
|