Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 877 institutions that hold shares in the stock, with a total of 34.2 Million shares, which have been reported (via 13F filing form) to have a value of $11.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
10,465
shares
|
$3.59 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Fjarde Ap Fonden
|
Oct 28, 2025 Q3 2025 |
10,319
shares
|
$3.54 Million
0.04% of portfolio
|
Q3 2025
Added 8.4%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Nov 07, 2025 Q3 2025 |
10,277
shares
|
$3.53 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Arizona State Retirement System
|
Nov 03, 2025 Q3 2025 |
10,262
shares
|
$3.52 Million
0.02% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Monte Financial Group, LLC
|
Oct 31, 2025 Q3 2025 |
10,259
shares
|
$3.52 Million
1.54% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
10,091
shares
|
$3.46 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
10,044
shares
|
$3.45 Million
0.02% of portfolio
|
Q3 2025
Reduced 19.5%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$3.43 Million
0.0% of portfolio
|
Q3 2025
Reduced 99.99%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
9,939
shares
|
$3.41 Million
0.01% of portfolio
|
Q3 2025
Added 934.24%
|
|
|
Natixis
Paris, I0 |
Nov 14, 2025 Q3 2025 |
9,918
shares
|
$3.4 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
9,809
shares
|
$3.37 Million
0.43% of portfolio
|
Q3 2025
Added 17.02%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
9,750
shares
|
$3.35 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Louisiana State Employees Retirement System
|
Oct 22, 2025 Q3 2025 |
9,700
shares
|
$3.33 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
9,654
shares
|
$3.31 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
9,555
shares
|
$3.28 Million
0.19% of portfolio
|
Q3 2025
Reduced 5.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
9,460
shares
|
$3.25 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.5%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
9,188
shares
|
$3.15 Million
0.87% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
9,022
shares
|
$3.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 80.24%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
8,996
shares
|
$3.09 Million
0.21% of portfolio
|
Q3 2025
Added 26.76%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 12, 2025 Q3 2025 |
8,958
shares
|
$3.07 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
River Road Asset Management, LLC
|
Nov 12, 2025 Q3 2025 |
8,831
shares
|
$3.03 Million
0.05% of portfolio
|
Q3 2025
Added 62.22%
|
|
|
Td Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
8,592
shares
|
$2.95 Million
0.0% of portfolio
|
Q3 2025
Added 34.35%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
8,413
shares
|
$2.89 Million
0.04% of portfolio
|
Q3 2025
Reduced 9.07%
|
|
|
State Of Michigan Retirement System
|
Nov 05, 2025 Q3 2025 |
8,283
shares
|
$2.84 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
8,119
shares
|
$2.79 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|