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 34.1 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
2,542
shares
|
$872,211
0.09% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
2,532
shares
|
$868,779
0.2% of portfolio
|
Q1 2023
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
2,531
shares
|
$868,436
0.01% of portfolio
|
Q2 2023
Reduced 45.87%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 13, 2025 Q3 2025 |
2,523
shares
|
$865,691
0.09% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
2,501
shares
|
$858,143
0.02% of portfolio
|
Q3 2025
Added 55.05%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
2,493
shares
|
$855,398
0.01% of portfolio
|
Q3 2025
Reduced 64.02%
|
|
|
Numerai Gp LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
2,469
shares
|
$847,163
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
2,404
shares
|
$824,860
0.46% of portfolio
|
Q1 2024
Added 1.56%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
2,402
shares
|
$824,174
0.05% of portfolio
|
Q3 2025
Added 27.02%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
2,346
shares
|
$804,959
0.06% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
2,330
shares
|
$799,469
0.04% of portfolio
|
Q3 2023
Added 0.43%
|
|
|
Ctc Capital Management, LLC
|
May 05, 2023 Q1 2023 |
2,300
shares
|
$789,176
1.55% of portfolio
|
Q1 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
2,271
shares
|
$779,225
0.03% of portfolio
|
Q3 2025
Added 8.61%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
2,263
shares
|
$776,480
0.02% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
2,262
shares
|
$776,137
0.0% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
2,206
shares
|
$756,922
0.07% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Cox Capital Mgt LLC
|
Oct 08, 2025 Q3 2025 |
2,200
shares
|
$754,864
0.62% of portfolio
|
Q2 2024
Reduced 18.97%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
2,180
shares
|
$748,001
0.09% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
2,167
shares
|
$743,541
0.09% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
2,152
shares
|
$738,394
0.11% of portfolio
|
Q3 2025
Added 41.02%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
2,152
shares
|
$738,394
0.01% of portfolio
|
Q3 2025
Reduced 7.12%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,143
shares
|
$735,306
0.15% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
2,140
shares
|
$734,276
0.01% of portfolio
|
Q3 2025
Reduced 7.8%
|
|
|
Aigen Investment Management, LP
|
Nov 14, 2025 Q3 2025 |
2,140
shares
|
$734,276
0.14% of portfolio
|
Q3 2025
Added 172.26%
|
|