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 |
|---|---|---|---|---|---|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
2,330
shares
|
$1.11 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.17%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
2,326
shares
|
$1.11 Million
0.14% of portfolio
|
Q3 2024
Added 36.82%
|
|
|
Semanteon Capital Management, LP
Newton, MA |
Oct 24, 2024 Q3 2024 |
2,313
shares
|
$1.1 Million
0.77% of portfolio
|
Q3 2024
Added 202.35%
|
|
|
Ctc Capital Management, LLC
|
May 05, 2023 Q1 2023 |
2,300
shares
|
$1.1 Million
1.55% of portfolio
|
Q1 2023
New holding
|
|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
2,299
shares
|
$1.1 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
2,298
shares
|
$1.1 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
2,293
shares
|
$1.09 Million
0.02% of portfolio
|
Q4 2024
Added 115.51%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
2,275
shares
|
$1.09 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
2,269
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
2,263
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
2,225
shares
|
$1.06 Million
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
2,209
shares
|
$1.05 Million
0.04% of portfolio
|
Q4 2024
Added 18.25%
|
|
|
Cox Capital Mgt LLC
|
Jan 14, 2025 Q4 2024 |
2,200
shares
|
$1.05 Million
0.69% of portfolio
|
Q2 2024
Reduced 18.97%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
2,180
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
2,170
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
2,168
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2024
Added 4.48%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
2,123
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
2,090
shares
|
$997,724
0.02% of portfolio
|
Q1 2024
Reduced 3.46%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
2,052
shares
|
$979,583
0.09% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
2,046
shares
|
$976,719
0.01% of portfolio
|
Q3 2024
Added 59.47%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,041
shares
|
$974,332
0.07% of portfolio
|
Q4 2023
Reduced 7.19%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
2,030
shares
|
$969,081
0.03% of portfolio
|
Q3 2024
Reduced 27.11%
|
|
|
Cibc World Markets Corp
New York, NY |
Nov 13, 2024 Q3 2024 |
2,025
shares
|
$966,694
0.01% of portfolio
|
Q3 2024
Added 10.66%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
2,017
shares
|
$962,875
0.15% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Versor Investments LP
|
Nov 04, 2024 Q3 2024 |
2,000
shares
|
$954,760
0.16% of portfolio
|
Q3 2024
New holding
|