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 |
|---|---|---|---|---|---|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
12,084
shares
|
$6.29 Million
0.11% of portfolio
|
Q3 2024
Reduced 24.89%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
11,984
shares
|
$6.24 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11,714
shares
|
$6.1 Million
0.02% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Prospect Capital Advisors, LLC
Sausalito, CA |
Nov 14, 2024 Q3 2024 |
11,690
shares
|
$6.09 Million
2.6% of portfolio
|
Q3 2024
Reduced 9.31%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
11,666
shares
|
$6.07 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
11,494
shares
|
$5.99 Million
0.45% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
11,468
shares
|
$5.97 Million
0.1% of portfolio
|
Q3 2024
Added 7.2%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
11,415
shares
|
$5.94 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Illinois Municipal Retirement Fund
|
Nov 04, 2024 Q3 2024 |
11,391
shares
|
$5.93 Million
0.08% of portfolio
|
Q2 2022
Added 67.39%
|
|
|
Buckhead Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
11,290
shares
|
$5.88 Million
1.81% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
11,257
shares
|
$5.86 Million
0.23% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Monte Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
11,170
shares
|
$5.82 Million
2.31% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
11,162
shares
|
$5.81 Million
0.0% of portfolio
|
Q3 2024
Reduced 66.15%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
11,028
shares
|
$5.74 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
10,963
shares
|
$5.71 Million
0.01% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
10,891
shares
|
$5.67 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
10,838
shares
|
$5.64 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
10,632
shares
|
$5.54 Million
0.01% of portfolio
|
Q3 2024
Added 89.99%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
10,337
shares
|
$5.38 Million
0.14% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
10,298
shares
|
$5.36 Million
0.02% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
K.J. Harrison & Partners Inc
|
Oct 24, 2024 Q3 2024 |
10,070
shares
|
$5.24 Million
0.81% of portfolio
|
Q2 2024
Reduced 9.03%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
10,031
shares
|
$5.22 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Arizona State Retirement System
|
Nov 12, 2024 Q3 2024 |
9,955
shares
|
$5.18 Million
0.03% of portfolio
|
Q3 2024
Added 6.8%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
9,942
shares
|
$5.18 Million
0.02% of portfolio
|
Q3 2024
Added 8.75%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
9,656
shares
|
$5.03 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.13%
|