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 |
|---|---|---|---|---|---|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
15,908
shares
|
$7.64 Million
0.01% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
15,873
shares
|
$7.62 Million
0.62% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
15,825
shares
|
$7.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Treasurer Of The State Of North Carolina
|
May 15, 2025 Q1 2025 |
15,821
shares
|
$7.6 Million
0.03% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
15,777
shares
|
$7.58 Million
0.03% of portfolio
|
Q1 2025
Added 15.48%
|
|
|
Scopus Asset Management, L.P.
New York, NY |
May 15, 2025 Q1 2025 |
15,718
shares
|
$7.55 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
15,601
shares
|
$7.49 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,480
shares
|
$7.43 Million
0.01% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
15,456
shares
|
$7.42 Million
0.07% of portfolio
|
Q1 2025
Added 102.78%
|
|
|
Man Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
15,223
shares
|
$7.31 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.88%
|
|
|
Cutter & CO Brokerage, Inc.
|
May 01, 2025 Q1 2025 |
15,020
shares
|
$7.21 Million
1.94% of portfolio
|
Q1 2025
Added 9.13%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
14,523
shares
|
$6.98 Million
1.56% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
14,486
shares
|
$6.96 Million
1.73% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Marsico Capital Management LLC
Denver, CO |
May 14, 2025 Q1 2025 |
14,415
shares
|
$6.92 Million
0.27% of portfolio
|
Q4 2024
Reduced 24.07%
|
|
|
Southernsun Asset Management, LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
14,263
shares
|
$6.85 Million
1.05% of portfolio
|
Q1 2025
Reduced 14.49%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
14,240
shares
|
$6.84 Million
0.0% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
14,166
shares
|
$6.8 Million
0.04% of portfolio
|
Q1 2025
Added 13.54%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
14,123
shares
|
$6.78 Million
0.01% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
13,724
shares
|
$6.59 Million
0.07% of portfolio
|
Q4 2022
Reduced 9.72%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
13,481
shares
|
$6.47 Million
0.02% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
13,465
shares
|
$6.47 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
2 Xideas Ag
Pfaffikon, V8 |
May 15, 2025 Q1 2025 |
13,444
shares
|
$6.46 Million
1.11% of portfolio
|
Q1 2025
Reduced 47.34%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
13,282
shares
|
$6.38 Million
1.24% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
May 07, 2025 Q1 2025 |
13,270
shares
|
$6.37 Million
0.02% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Asset Management One Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
13,084
shares
|
$6.28 Million
0.02% of portfolio
|
Q1 2025
Added 10.33%
|