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 |
|---|---|---|---|---|---|
|
Mn Services Vermogensbeheer B.V.
|
Jul 10, 2025 Q2 2025 |
13,000
shares
|
$6.24 Million
0.04% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
May 13, 2025 Q1 2025 |
12,933
shares
|
$6.21 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Abrdn PLC
|
May 13, 2025 Q1 2025 |
12,820
shares
|
$6.16 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.83%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
12,682
shares
|
$6.09 Million
0.01% of portfolio
|
Q2 2023
Added 203.98%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
May 09, 2025 Q1 2025 |
12,483
shares
|
$6 Million
0.06% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Jul 23, 2025 Q2 2025 |
12,400
shares
|
$5.96 Million
0.02% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
12,350
shares
|
$5.93 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
12,314
shares
|
$5.91 Million
0.08% of portfolio
|
Q1 2025
Added 31.5%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
12,115
shares
|
$5.82 Million
0.16% of portfolio
|
Q2 2023
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
11,904
shares
|
$5.72 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
11,863
shares
|
$5.7 Million
0.11% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
11,752
shares
|
$5.64 Million
0.0% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
11,614
shares
|
$5.58 Million
0.71% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
May 13, 2025 Q1 2025 |
11,566
shares
|
$5.56 Million
0.03% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
State Of New Jersey Common Pension Fund D
|
May 13, 2025 Q1 2025 |
11,406
shares
|
$5.48 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.45%
|
|
|
Nicholas Company, Inc.
|
May 08, 2025 Q1 2025 |
11,373
shares
|
$5.46 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
11,333
shares
|
$5.44 Million
0.01% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Buckhead Capital Management LLC
|
May 05, 2025 Q1 2025 |
11,138
shares
|
$5.35 Million
1.9% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
11,021
shares
|
$5.29 Million
0.47% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
10,953
shares
|
$5.26 Million
0.02% of portfolio
|
Q1 2025
Added 5.72%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
10,623
shares
|
$5.1 Million
0.42% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
10,272
shares
|
$4.93 Million
0.05% of portfolio
|
Q1 2025
Reduced 14.78%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
10,190
shares
|
$4.89 Million
0.01% of portfolio
|
Q1 2025
Added 31.48%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
10,094
shares
|
$4.85 Million
0.08% of portfolio
|
Q1 2025
Added 8.41%
|
|
|
Monte Financial Group, LLC
|
Jul 23, 2025 Q2 2025 |
10,083
shares
|
$4.84 Million
1.75% of portfolio
|
Q2 2025
Added 0.44%
|