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 |
|---|---|---|---|---|---|
|
State Of Alaska, Department Of Revenue
|
Oct 23, 2025 Q3 2025 |
3,817
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
3,772
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2025
Added 30.07%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,771
shares
|
$1.29 Million
0.01% of portfolio
|
Q2 2025
Reduced 23.18%
|
|
|
Birch Capital Management, LLC
|
Oct 27, 2025 Q3 2025 |
3,756
shares
|
$1.29 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
3,735
shares
|
$1.28 Million
0.13% of portfolio
|
Q2 2024
Added 7.17%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
3,675
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2025
Added 8.73%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
3,641
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
3,571
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
3,562
shares
|
$1.22 Million
0.06% of portfolio
|
Q3 2025
Reduced 25.17%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Nov 14, 2025 Q3 2025 |
3,560
shares
|
$1.22 Million
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
3,551
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 54.6%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
3,532
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Access Financial Services, Inc.
|
Oct 20, 2025 Q3 2025 |
3,524
shares
|
$1.21 Million
0.69% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
3,494
shares
|
$1.2 Million
0.25% of portfolio
|
Q3 2025
Added 107.24%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
3,442
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
3,403
shares
|
$1.17 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
3,339
shares
|
$1.15 Million
0.06% of portfolio
|
Q3 2025
Added 7.64%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
3,316
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
Added 48.37%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
3,314
shares
|
$1.14 Million
0.05% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
3,304
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2025
Reduced 17.99%
|
|
|
Mirabaud Asset Management LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
3,264
shares
|
$1.12 Million
0.63% of portfolio
|
Q3 2025
Reduced 11.57%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
3,236
shares
|
$1.11 Million
0.23% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
3,204
shares
|
$1.1 Million
0.51% of portfolio
|
Q3 2025
Reduced 22.93%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
3,120
shares
|
$1.07 Million
0.05% of portfolio
|
Q1 2024
Reduced 17.83%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
3,085
shares
|
$1.06 Million
0.17% of portfolio
|
Q3 2025
Added 2.36%
|
|