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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
1,510
shares
|
$518,111
0.0% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
1,493
shares
|
$512,278
0.06% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
1,491
shares
|
$511,591
0.03% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Pro Share Advisors LLC
|
Nov 05, 2025 Q3 2025 |
1,485
shares
|
$509,533
0.0% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
1,483
shares
|
$508,846
0.07% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,471
shares
|
$504,729
0.22% of portfolio
|
Q2 2025
Added 13.5%
|
|
|
Lvw Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
1,462
shares
|
$501,641
0.06% of portfolio
|
Q3 2025
Reduced 12.14%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
1,449
shares
|
$497,180
0.0% of portfolio
|
Q2 2025
Reduced 8.58%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
1,423
shares
|
$488,259
0.0% of portfolio
|
Q2 2025
Reduced 34.36%
|
|
|
Semanteon Capital Management, LP
Newton, MA |
Nov 10, 2025 Q3 2025 |
1,404
shares
|
$481,740
0.71% of portfolio
|
Q3 2025
Reduced 57.63%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,396
shares
|
$478,995
0.05% of portfolio
|
Q3 2025
Added 17.21%
|
|
|
Advocate Group LLC
|
Oct 20, 2025 Q3 2025 |
1,384
shares
|
$474,878
0.09% of portfolio
|
Q4 2023
Reduced 7.55%
|
|
|
Credit Agricole S A
|
Nov 14, 2025 Q3 2025 |
1,364
shares
|
$468,015
0.0% of portfolio
|
Q3 2025
Reduced 76.56%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
1,361
shares
|
$466,986
0.0% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,350
shares
|
$463,212
0.06% of portfolio
|
Q3 2023
Reduced 2.32%
|
|
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
Nov 14, 2025 Q3 2025 |
1,317
shares
|
$451,889
0.04% of portfolio
|
Q3 2025
Reduced 84.49%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
1,310
shares
|
$449,487
0.02% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Oct 17, 2025 Q3 2025 |
1,305
shares
|
$447,771
0.01% of portfolio
|
Q1 2025
Reduced 19.44%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
1,297
shares
|
$445,026
0.0% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
1,294
shares
|
$443,997
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
1,285
shares
|
$440,909
0.04% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
1,283
shares
|
$440,222
0.01% of portfolio
|
Q3 2025
Reduced 9.01%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,282
shares
|
$439,879
0.01% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
1,270
shares
|
$435,762
0.03% of portfolio
|
Q2 2025
Added 35.11%
|
|
|
Alamea Verwaltungs Gmb H
Edison, NJ |
Nov 12, 2025 Q3 2025 |
1,270
shares
|
$435,762
0.35% of portfolio
|
Q2 2025
Added 21.53%
|
|