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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
21,717
shares
|
$8.73 Million
0.02% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
21,662
shares
|
$8.7 Million
0.27% of portfolio
|
Q2 2025
Added 533.95%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
21,444
shares
|
$8.62 Million
1.5% of portfolio
|
Q2 2025
Added 12.06%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
21,272
shares
|
$8.55 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.13%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
21,167
shares
|
$8.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
21,101
shares
|
$8.48 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Aug 11, 2025 Q2 2025 |
20,900
shares
|
$8.4 Million
0.09% of portfolio
|
Q2 2025
Added 10.29%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
20,483
shares
|
$8.23 Million
0.13% of portfolio
|
Q2 2025
Added 10.01%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
19,988
shares
|
$8.03 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
May 07, 2025 Q1 2025 |
19,561
shares
|
$7.86 Million
0.58% of portfolio
|
Q1 2025
Reduced 25.55%
|
|
|
Kensington Investment Counsel, LLC
|
Aug 15, 2025 Q2 2025 |
19,488
shares
|
$7.83 Million
3.71% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Aug 14, 2025 Q2 2025 |
19,282
shares
|
$7.75 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
18,874
shares
|
$7.58 Million
0.81% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
18,847
shares
|
$7.57 Million
1.11% of portfolio
|
Q2 2025
Added 5.59%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Aug 13, 2025 Q2 2025 |
18,785
shares
|
$7.55 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
18,711
shares
|
$7.52 Million
0.0% of portfolio
|
Q2 2025
Added 17.62%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
18,266
shares
|
$7.34 Million
0.71% of portfolio
|
Q4 2024
Added 7911.4%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
18,053
shares
|
$7.25 Million
0.12% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Arcadia Investment Management Corp
|
Aug 08, 2025 Q2 2025 |
17,638
shares
|
$7.09 Million
1.25% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
New York State Common Retirement Fund
|
Aug 13, 2025 Q2 2025 |
17,548
shares
|
$7.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
17,398
shares
|
$6.99 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
17,348
shares
|
$6.97 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
17,234
shares
|
$6.92 Million
1.9% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
17,192
shares
|
$6.91 Million
0.05% of portfolio
|
Q2 2025
Reduced 59.12%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Aug 01, 2025 Q2 2025 |
17,030
shares
|
$6.84 Million
1.85% of portfolio
|
Q2 2025
Added 4.39%
|