Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 874 institutions that hold shares in the stock, with a total of 34.1 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 |
|---|---|---|---|---|---|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
3,062
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
3,047
shares
|
$1.05 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
3,043
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Added 541.98%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Oct 30, 2025 Q3 2025 |
3,018
shares
|
$1.04 Million
0.68% of portfolio
|
Q3 2025
Added 90.17%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,011
shares
|
$1.03 Million
0.07% of portfolio
|
Q4 2024
Added 285.04%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
2,996
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2022
Added 98.15%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
2,984
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.53%
|
|
|
Harvey Investment CO LLC
|
Oct 22, 2025 Q3 2025 |
2,965
shares
|
$1.02 Million
0.13% of portfolio
|
Q3 2025
Added 8.01%
|
|
|
Chicago Capital, LLC
|
Oct 22, 2025 Q3 2025 |
2,931
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
2,909
shares
|
$998,136
0.15% of portfolio
|
Q3 2025
Added 14.89%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
2,899
shares
|
$994,704
0.17% of portfolio
|
Q1 2025
Reduced 19.32%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
2,872
shares
|
$985,440
0.0% of portfolio
|
Q3 2025
Reduced 70.98%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
2,813
shares
|
$965,196
0.04% of portfolio
|
Q3 2025
Reduced 19.12%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
2,659
shares
|
$912,356
0.0% of portfolio
|
Q3 2025
Reduced 15.53%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
2,645
shares
|
$907,552
0.02% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
2,608
shares
|
$894,856
0.02% of portfolio
|
Q3 2025
Reduced 18.22%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
2,606
shares
|
$894,170
0.03% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
2,604
shares
|
$893,484
0.02% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
2,589
shares
|
$888,337
0.03% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
2,581
shares
|
$885,592
0.03% of portfolio
|
Q4 2025
Reduced 16.15%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Nov 14, 2025 Q3 2025 |
2,576
shares
|
$883,877
0.04% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
2,573
shares
|
$882,847
0.01% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
2,569
shares
|
$881,475
0.09% of portfolio
|
Q3 2025
Added 23.51%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
2,550
shares
|
$874,956
0.08% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Oct 21, 2025 Q3 2025 |
2,548
shares
|
$874,269
0.02% of portfolio
|
Q3 2025
Reduced 43.53%
|
|