Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 852 institutions that hold shares in the stock, with a total of 31.4 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 |
|---|---|---|---|---|---|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
4,435
shares
|
$2.2 Million
0.07% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
4,307
shares
|
$2.13 Million
0.01% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 14, 2024 Q3 2024 |
4,294
shares
|
$2.13 Million
1.54% of portfolio
|
Q3 2024
Added 455.5%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,291
shares
|
$2.12 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
4,258
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2024
Added 32.24%
|
|
|
Gilder Gagnon Howe & CO LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,241
shares
|
$2.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Taylor Frigon Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
4,214
shares
|
$2.09 Million
1.04% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Weiss Asset Management LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,199
shares
|
$2.08 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Fcf Advisors LLC
|
Oct 08, 2024 Q3 2024 |
4,188
shares
|
$2.07 Million
0.49% of portfolio
|
Q3 2024
Added 61.76%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,168
shares
|
$2.06 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
4,151
shares
|
$2.06 Million
0.23% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,109
shares
|
$2.03 Million
0.14% of portfolio
|
Q3 2024
Added 10.78%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,100
shares
|
$2.03 Million
0.22% of portfolio
|
Q3 2024
Reduced 27.51%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
4,100
shares
|
$2.03 Million
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Holocene Advisors, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
4,092
shares
|
$2.03 Million
0.01% of portfolio
|
Q3 2024
Added 682.41%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 24, 2024 Q3 2024 |
4,037
shares
|
$2 Million
0.02% of portfolio
|
Q3 2024
Added 16.11%
|
|
|
Gateway Investment Advisers LLC
|
Jan 14, 2025 Q4 2024 |
4,032
shares
|
$2 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.44%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
3,973
shares
|
$1.97 Million
0.01% of portfolio
|
Q3 2024
Added 195.17%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jan 15, 2025 Q4 2024 |
3,913
shares
|
$1.94 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Birch Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
3,905
shares
|
$1.93 Million
0.96% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
3,898
shares
|
$1.93 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.27%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
3,893
shares
|
$1.93 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
3,857
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2024
Added 6.46%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 14, 2024 Q3 2024 |
3,823
shares
|
$1.89 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
3,783
shares
|
$1.87 Million
0.88% of portfolio
|
Q4 2024
Added 2.8%
|