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 |
|---|---|---|---|---|---|
|
Mn Services Vermogensbeheer B.V.
|
Jul 10, 2025 Q2 2025 |
13,000
shares
|
$5.22 Million
0.04% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
Asset Management One Co., Ltd.
|
Jul 31, 2025 Q2 2025 |
12,991
shares
|
$5.22 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Nicholas Company, Inc.
|
Aug 05, 2025 Q2 2025 |
12,948
shares
|
$5.2 Million
0.1% of portfolio
|
Q2 2025
Added 13.85%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Aug 15, 2025 Q2 2025 |
12,933
shares
|
$5.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
12,848
shares
|
$5.16 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.03%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
12,701
shares
|
$5.1 Million
0.09% of portfolio
|
Q2 2025
Reduced 70.78%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
12,682
shares
|
$5.1 Million
0.01% of portfolio
|
Q2 2023
Added 203.98%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
12,621
shares
|
$5.07 Million
0.04% of portfolio
|
Q2 2025
Reduced 58.48%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
12,477
shares
|
$5.01 Million
0.03% of portfolio
|
Q2 2025
Added 248.81%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Jul 23, 2025 Q2 2025 |
12,400
shares
|
$4.98 Million
0.02% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Yousif Capital Management, LLC
|
Jul 25, 2025 Q2 2025 |
12,148
shares
|
$4.88 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
12,115
shares
|
$4.87 Million
0.16% of portfolio
|
Q2 2023
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
12,027
shares
|
$4.83 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
11,897
shares
|
$4.78 Million
0.05% of portfolio
|
Q2 2025
Added 37.94%
|
|
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
Aug 06, 2025 Q2 2025 |
11,759
shares
|
$4.72 Million
0.03% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
11,707
shares
|
$4.7 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Jul 29, 2025 Q2 2025 |
11,633
shares
|
$4.67 Million
1.11% of portfolio
|
Q2 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
11,614
shares
|
$4.67 Million
0.71% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
11,602
shares
|
$4.66 Million
0.08% of portfolio
|
Q2 2025
Reduced 50.22%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
11,589
shares
|
$4.66 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
11,449
shares
|
$4.6 Million
0.04% of portfolio
|
Q2 2025
Added 15.09%
|
|
|
State Of New Jersey Common Pension Fund D
|
Jul 31, 2025 Q2 2025 |
11,406
shares
|
$4.58 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.45%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
11,333
shares
|
$4.55 Million
0.01% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
11,038
shares
|
$4.43 Million
0.21% of portfolio
|
Q2 2025
Added 260.37%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
10,877
shares
|
$4.37 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.45%
|