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 |
|---|---|---|---|---|---|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
2,123
shares
|
$728,443
0.01% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Lindenwold Advisors
|
Dec 16, 2025 Q3 2025 |
2,102
shares
|
$721,238
0.42% of portfolio
|
Q3 2025
Reduced 11.72%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
2,090
shares
|
$717,120
0.02% of portfolio
|
Q1 2024
Reduced 3.46%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
2,083
shares
|
$714,718
0.03% of portfolio
|
Q3 2025
Reduced 5.4%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,041
shares
|
$700,307
0.07% of portfolio
|
Q4 2023
Reduced 7.19%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,034
shares
|
$697,906
0.01% of portfolio
|
Q3 2025
Added 14.27%
|
|
|
Sumitomo Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
2,027
shares
|
$695,504
0.03% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
2,005
shares
|
$687,955
0.09% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
2,003
shares
|
$687,269
0.24% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
1,991
shares
|
$683,151
0.01% of portfolio
|
Q3 2025
Reduced 14.99%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
1,977
shares
|
$678,348
0.01% of portfolio
|
Q3 2025
Reduced 15.33%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,967
shares
|
$674,917
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
1,966
shares
|
$674,573
0.0% of portfolio
|
Q3 2025
Added 53.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
1,951
shares
|
$669,427
0.02% of portfolio
|
Q3 2025
Added 156.04%
|
|
|
Gulf International Bank (Uk) LTD
|
Nov 13, 2025 Q3 2025 |
1,914
shares
|
$656,731
0.03% of portfolio
|
Q1 2025
Reduced 26.86%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
1,884
shares
|
$646,438
0.16% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
1,870
shares
|
$641,634
0.0% of portfolio
|
Q3 2025
Added 44.18%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
1,870
shares
|
$641,634
0.03% of portfolio
|
Q3 2022
Reduced 32.49%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
1,834
shares
|
$629,282
0.0% of portfolio
|
Q3 2025
Added 35.15%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 12, 2025 Q3 2025 |
1,823
shares
|
$625,507
0.0% of portfolio
|
Q3 2025
Reduced 30.61%
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
1,819
shares
|
$624,135
0.02% of portfolio
|
Q3 2025
Added 12.56%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
1,791
shares
|
$614,527
0.05% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
1,778
shares
|
$610,067
0.13% of portfolio
|
Q3 2025
Added 18.45%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Nov 14, 2025 Q3 2025 |
1,771
shares
|
$607,665
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
1,744
shares
|
$598,401
0.0% of portfolio
|
Q3 2025
Reduced 5.27%
|
|