Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 876 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
1,257
shares
|
$431,301
0.03% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,235
shares
|
$423,753
0.01% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,225
shares
|
$420,322
0.43% of portfolio
|
Q2 2023
Reduced 1.61%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
1,223
shares
|
$419,635
0.05% of portfolio
|
Q3 2025
Reduced 13.93%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,219
shares
|
$418,263
0.0% of portfolio
|
Q1 2025
Reduced 14.03%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
1,217
shares
|
$417,577
0.01% of portfolio
|
Q3 2025
Reduced 21.18%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2025 Q3 2025 |
1,214
shares
|
$416,547
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
1,209
shares
|
$414,832
0.0% of portfolio
|
Q3 2025
Reduced 19.83%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
1,203
shares
|
$412,773
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
1,196
shares
|
$410,371
0.43% of portfolio
|
Q3 2023
Added 17.72%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 14, 2025 Q3 2025 |
1,195
shares
|
$410,028
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
1,187
shares
|
$407,283
0.01% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
1,169
shares
|
$401,107
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
1,168
shares
|
$400,764
0.02% of portfolio
|
Q3 2025
Reduced 49.35%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
1,164
shares
|
$399,391
0.01% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
1,146
shares
|
$393,215
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
1,143
shares
|
$392,186
0.17% of portfolio
|
Q3 2025
Added 24.37%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,139
shares
|
$390,813
0.0% of portfolio
|
Q3 2025
Added 14.59%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
1,138
shares
|
$390,470
0.01% of portfolio
|
Q3 2025
Added 28.44%
|
|
|
First Bank & Trust
|
Oct 10, 2025 Q3 2025 |
1,132
shares
|
$388,411
0.08% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 05, 2025 Q3 2025 |
1,127
shares
|
$386,696
0.0% of portfolio
|
Q3 2025
Reduced 38.35%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
1,120
shares
|
$384,294
0.02% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
1,119
shares
|
$383,951
0.0% of portfolio
|
Q3 2025
Reduced 37.42%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,101
shares
|
$377,775
0.02% of portfolio
|
Q3 2025
Reduced 73.45%
|
|