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 |
|---|---|---|---|---|---|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
4,700
shares
|
$1.61 Million
0.01% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
4,688
shares
|
$1.61 Million
0.07% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
4,674
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 15, 2025 Q3 2025 |
4,612
shares
|
$1.58 Million
0.19% of portfolio
|
Q3 2025
Added 4.84%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Oct 30, 2025 Q3 2025 |
4,570
shares
|
$1.57 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.55%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,558
shares
|
$1.56 Million
0.2% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 30, 2025 Q3 2025 |
4,545
shares
|
$1.56 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
4,512
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
4,434
shares
|
$1.52 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
4,400
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 06, 2025 Q3 2025 |
4,353
shares
|
$1.49 Million
0.02% of portfolio
|
Q3 2025
Reduced 34.09%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 13, 2025 Q3 2025 |
4,266
shares
|
$1.46 Million
0.91% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,168
shares
|
$1.43 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
4,128
shares
|
$1.42 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
4,109
shares
|
$1.41 Million
0.28% of portfolio
|
Q2 2025
Added 36.56%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
4,024
shares
|
$1.38 Million
0.04% of portfolio
|
Q3 2025
Reduced 11.72%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,015
shares
|
$1.38 Million
0.02% of portfolio
|
Q3 2025
Added 58.63%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 13, 2025 Q3 2025 |
3,979
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2025
Reduced 14.81%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
3,970
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.07%
|
|
|
Taylor Frigon Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
3,915
shares
|
$1.34 Million
0.83% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Oct 16, 2025 Q3 2025 |
3,886
shares
|
$1.33 Million
0.04% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
3,856
shares
|
$1.32 Million
0.3% of portfolio
|
Q3 2025
Reduced 21.06%
|
|
|
Campbell Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
3,850
shares
|
$1.32 Million
0.62% of portfolio
|
Q3 2025
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
3,839
shares
|
$1.32 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
3,821
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.46%
|
|