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 |
|---|---|---|---|---|---|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
17,025
shares
|
$6.84 Million
0.01% of portfolio
|
Q2 2025
Reduced 78.43%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
16,475
shares
|
$6.62 Million
0.02% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Fcf Advisors LLC
|
Jul 11, 2025 Q2 2025 |
16,468
shares
|
$6.62 Million
1.05% of portfolio
|
Q2 2025
Added 178.6%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
16,287
shares
|
$6.54 Million
0.25% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Treasurer Of The State Of North Carolina
|
Aug 14, 2025 Q2 2025 |
16,258
shares
|
$6.53 Million
0.02% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Royal London Asset Management LTD
United Kingdom, X0 |
Aug 14, 2025 Q2 2025 |
16,083
shares
|
$6.46 Million
0.02% of portfolio
|
Q1 2025
Added 11.8%
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
16,061
shares
|
$6.45 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
15,993
shares
|
$6.43 Million
0.01% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
15,873
shares
|
$6.38 Million
0.62% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Achmea Investment Management B.V.
|
Aug 06, 2025 Q2 2025 |
15,722
shares
|
$6.32 Million
0.09% of portfolio
|
Q2 2025
Reduced 12.41%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,480
shares
|
$6.22 Million
0.01% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
15,282
shares
|
$6.14 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
2 Xideas Ag
Pfaffikon, V8 |
Aug 14, 2025 Q2 2025 |
15,000
shares
|
$6.03 Million
1.25% of portfolio
|
Q2 2025
Added 11.57%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
14,659
shares
|
$5.89 Million
1.24% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
14,486
shares
|
$5.82 Million
1.73% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Marsico Capital Management LLC
Denver, CO |
May 14, 2025 Q1 2025 |
14,415
shares
|
$5.79 Million
0.27% of portfolio
|
Q4 2024
Reduced 24.07%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
14,411
shares
|
$5.79 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.94%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
14,388
shares
|
$5.78 Million
0.0% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Southernsun Asset Management, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
14,334
shares
|
$5.76 Million
0.84% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
13,787
shares
|
$5.54 Million
0.0% of portfolio
|
Q2 2025
Reduced 41.58%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
13,481
shares
|
$5.42 Million
0.02% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Aug 07, 2025 Q2 2025 |
13,356
shares
|
$5.37 Million
0.02% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Aug 08, 2025 Q2 2025 |
13,257
shares
|
$5.33 Million
0.05% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
Jul 29, 2025 Q2 2025 |
13,202
shares
|
$5.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 54.22%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
13,020
shares
|
$5.23 Million
0.96% of portfolio
|
Q2 2025
Reduced 1.97%
|