Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 857 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
2,820
shares
|
$1.35 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
2,763
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 85.38%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
2,745
shares
|
$1.31 Million
0.09% of portfolio
|
Q4 2024
Added 19.92%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
2,743
shares
|
$1.31 Million
0.09% of portfolio
|
Q3 2024
Added 17.07%
|
|
|
Tredje Ap Fonden
|
Nov 08, 2024 Q3 2024 |
2,728
shares
|
$1.3 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.59%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2024 Q3 2024 |
2,721
shares
|
$1.3 Million
0.15% of portfolio
|
Q3 2024
Added 20.03%
|
|
|
Harvey Investment CO LLC
|
Jan 28, 2025 Q4 2024 |
2,715
shares
|
$1.3 Million
0.15% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
2,713
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2024
Added 142.67%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Dec 03, 2024 Q3 2024 |
2,707
shares
|
$1.29 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
2,706
shares
|
$1.29 Million
0.04% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
2,700
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Gulf International Bank (Uk) LTD
|
Oct 30, 2024 Q3 2024 |
2,641
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
2,634
shares
|
$1.26 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
2,597
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.45%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
2,575
shares
|
$1.23 Million
0.58% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
2,551
shares
|
$1.22 Million
0.11% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
2,532
shares
|
$1.21 Million
0.2% of portfolio
|
Q1 2023
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
2,531
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2023
Reduced 45.87%
|
|
|
Lindenwold Advisors
|
Nov 07, 2024 Q3 2024 |
2,530
shares
|
$1.21 Million
0.63% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
2,523
shares
|
$1.2 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
2,495
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
2,489
shares
|
$1.19 Million
0.03% of portfolio
|
Q4 2024
Reduced 10.6%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
2,404
shares
|
$1.15 Million
0.46% of portfolio
|
Q1 2024
Added 1.56%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
2,380
shares
|
$1.14 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
2,330
shares
|
$1.11 Million
0.04% of portfolio
|
Q3 2023
Added 0.43%
|