Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 871 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 $14.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,761,294
shares
|
$1.76 Billion
0.04% of portfolio
|
Q2 2024
Added 2.64%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
3,618,109
shares
|
$1.69 Billion
0.03% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
1,547,223
shares
|
$724 Million
1.74% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
1,371,535
shares
|
$642 Million
0.12% of portfolio
|
Q4 2024
Added 9.48%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,173,762
shares
|
$549 Million
0.02% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Baillie Gifford & CO
|
Jan 31, 2025 Q4 2024 |
1,098,081
shares
|
$514 Million
0.41% of portfolio
|
Q4 2024
Reduced 11.02%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
785,045
shares
|
$367 Million
1.15% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
704,330
shares
|
$330 Million
0.03% of portfolio
|
Q3 2024
Added 9.87%
|
|
|
Capital World Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
639,019
shares
|
$299 Million
0.05% of portfolio
|
Q3 2024
Reduced 13.53%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
597,346
shares
|
$279 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
593,734
shares
|
$278 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Tom Gayner
Markel Corp
|
Feb 07, 2025 Q4 2024 |
590,500
shares
|
$276 Million
2.72% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
473,942
shares
|
$222 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
464,061
shares
|
$217 Million
0.02% of portfolio
|
Q3 2024
Added 9.91%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
450,211
shares
|
$211 Million
0.04% of portfolio
|
Q3 2024
Reduced 14.07%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
384,412
shares
|
$180 Million
0.05% of portfolio
|
Q3 2024
Reduced 16.23%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
371,724
shares
|
$174 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
358,228
shares
|
$168 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Hamlin Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
345,020
shares
|
$161 Million
4.04% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
342,412
shares
|
$160 Million
5.11% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
330,107
shares
|
$154 Million
0.37% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
327,729
shares
|
$153 Million
0.93% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
287,924
shares
|
$135 Million
0.02% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
265,699
shares
|
$124 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
256,908
shares
|
$120 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.5%
|