Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 885 institutions that hold shares in the stock, with a total of 32.4 Million shares, which have been reported (via 13F filing form) to have a value of $16.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Norges Bank
Oslo, Q8 |
Feb 12, 2025 Q4 2024 |
249,661
shares
|
$124 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
237,647
shares
|
$118 Million
0.03% of portfolio
|
Q4 2024
Reduced 38.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
228,115
shares
|
$113 Million
0.02% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Feb 14, 2025 Q4 2024 |
220,586
shares
|
$110 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
218,987
shares
|
$109 Million
0.03% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
214,281
shares
|
$106 Million
1.33% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
203,633
shares
|
$101 Million
0.22% of portfolio
|
Q3 2023
Added 2.42%
|
|
|
Caledonia Investments PLC
|
Jan 10, 2025 Q4 2024 |
194,427
shares
|
$96.6 Million
10.98% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
188,480
shares
|
$93.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
161,647
shares
|
$80.3 Million
0.01% of portfolio
|
Q4 2024
Added 188.96%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
157,818
shares
|
$78.4 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
156,355
shares
|
$77.7 Million
0.06% of portfolio
|
Q3 2022
Added 4.66%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
144,435
shares
|
$71.8 Million
0.84% of portfolio
|
Q4 2024
Added 13.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
141,693
shares
|
$70.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 22.94%
|
|
|
Aegon Asset Management Uk PLC
|
Jan 21, 2025 Q4 2024 |
139,157
shares
|
$69.2 Million
0.87% of portfolio
|
Q4 2024
Added 15.12%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
138,270
shares
|
$68.7 Million
0.01% of portfolio
|
Q4 2024
Added 124.71%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
132,393
shares
|
$65.8 Million
0.46% of portfolio
|
Q4 2024
Added 11.48%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Feb 14, 2025 Q4 2024 |
130,379
shares
|
$64.8 Million
0.01% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
126,875
shares
|
$63.1 Million
0.26% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Handelsbanken Fonder Ab
|
Feb 03, 2025 Q4 2024 |
122,458
shares
|
$60.9 Million
0.22% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
122,189
shares
|
$60.7 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
118,893
shares
|
$59.1 Million
2.53% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
114,187
shares
|
$56.8 Million
0.46% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Riverbridge Partners LLC
|
Jan 17, 2025 Q4 2024 |
113,472
shares
|
$56.4 Million
0.76% of portfolio
|
Q4 2024
Reduced 6.53%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
110,752
shares
|
$55 Million
0.08% of portfolio
|
Q4 2024
Added 542.19%
|