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 34.2 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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
228,811
shares
|
$78.5 Million
0.02% of portfolio
|
Q2 2025
Added 8.06%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
227,313
shares
|
$78 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Caledonia Investments PLC
|
Nov 06, 2025 Q3 2025 |
219,427
shares
|
$75.3 Million
8.68% of portfolio
|
Q3 2025
Added 12.86%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
213,231
shares
|
$73.2 Million
1.05% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
203,633
shares
|
$69.9 Million
0.22% of portfolio
|
Q3 2023
Added 2.42%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
199,736
shares
|
$68.5 Million
0.52% of portfolio
|
Q3 2025
Added 29.26%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
186,976
shares
|
$64.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.7%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
173,078
shares
|
$59.4 Million
0.12% of portfolio
|
Q3 2025
Added 12054.35%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
156,355
shares
|
$53.6 Million
0.06% of portfolio
|
Q3 2022
Added 4.66%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
156,053
shares
|
$53.5 Million
0.1% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
150,611
shares
|
$51.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.97%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
146,533
shares
|
$50.3 Million
0.71% of portfolio
|
Q3 2025
Added 14.09%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
138,200
shares
|
$47.4 Million
0.08% of portfolio
|
Q3 2025
Added 183.78%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 17, 2025 Q3 2025 |
137,442
shares
|
$47.2 Million
0.08% of portfolio
|
Q3 2025
Added 85.24%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
132,704
shares
|
$45.5 Million
0.63% of portfolio
|
Q3 2025
Reduced 11.17%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
132,682
shares
|
$45.5 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
129,044
shares
|
$44.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 19.54%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Nov 04, 2025 Q3 2025 |
124,789
shares
|
$42.8 Million
1.74% of portfolio
|
Q3 2025
Added 47.74%
|
|
|
Aegon Asset Management Uk PLC
|
Oct 31, 2025 Q3 2025 |
121,191
shares
|
$41.6 Million
0.59% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Oct 29, 2025 Q3 2025 |
120,000
shares
|
$41.2 Million
1.78% of portfolio
|
Q2 2025
Added 81.82%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 17, 2025 Q3 2025 |
116,342
shares
|
$39.9 Million
0.2% of portfolio
|
Q3 2025
Reduced 8.24%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
113,898
shares
|
$39.1 Million
0.01% of portfolio
|
Q3 2025
Added 27.17%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
112,821
shares
|
$38.7 Million
0.04% of portfolio
|
Q3 2025
Added 10.35%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
111,213
shares
|
$38.2 Million
0.4% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Oct 31, 2025 Q3 2025 |
110,160
shares
|
$37.8 Million
0.1% of portfolio
|
Q3 2025
Added 1.85%
|
|