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 Million shares, which have been reported (via 13F filing form) to have a value of $15.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
6,405
shares
|
$3.28 Million
0.46% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
6,285
shares
|
$3.22 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Kbc Group Nv
|
Jan 22, 2025 Q4 2024 |
6,245
shares
|
$3.2 Million
0.01% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
6,210
shares
|
$3.18 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.63%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Feb 11, 2025 Q4 2024 |
6,191
shares
|
$3.17 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Fcf Advisors LLC
|
Feb 13, 2025 Q4 2024 |
6,048
shares
|
$3.1 Million
0.45% of portfolio
|
Q4 2024
Added 44.41%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Feb 06, 2025 Q4 2024 |
5,919
shares
|
$3.03 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Xponance, Inc.
|
Feb 10, 2025 Q4 2024 |
5,913
shares
|
$3.03 Million
0.03% of portfolio
|
Q4 2024
Added 9.97%
|
|
|
River Road Asset Management, LLC
|
Feb 07, 2025 Q4 2024 |
5,809
shares
|
$2.98 Million
0.04% of portfolio
|
Q4 2024
Reduced 57.95%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
5,803
shares
|
$2.97 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
5,769
shares
|
$2.96 Million
0.03% of portfolio
|
Q2 2024
Added 0.49%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
5,727
shares
|
$2.94 Million
0.06% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Fjarde Ap Fonden
|
Feb 04, 2025 Q4 2024 |
5,719
shares
|
$2.93 Million
0.03% of portfolio
|
Q4 2024
Reduced 28.68%
|
|
|
Employees Retirement System Of Texas
|
Feb 27, 2025 Q4 2024 |
5,718
shares
|
$2.93 Million
0.02% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
5,695
shares
|
$2.92 Million
0.04% of portfolio
|
Q4 2024
Added 13.2%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
5,649
shares
|
$2.9 Million
0.0% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
5,610
shares
|
$2.88 Million
0.0% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
5,534
shares
|
$2.84 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
5,499
shares
|
$2.82 Million
0.0% of portfolio
|
Q4 2024
Added 15.89%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,487
shares
|
$2.81 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Feb 13, 2025 Q4 2024 |
5,450
shares
|
$2.79 Million
0.14% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
5,231
shares
|
$2.68 Million
0.79% of portfolio
|
Q4 2024
Added 206.44%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
5,176
shares
|
$2.65 Million
0.11% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Schroder Investment Management Group
London, X0 |
Feb 12, 2025 Q4 2024 |
5,173
shares
|
$2.65 Million
0.0% of portfolio
|
Q4 2024
Reduced 83.67%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Feb 20, 2025 Q4 2024 |
5,158
shares
|
$2.64 Million
0.0% of portfolio
|
Q4 2024
Reduced 19.84%
|