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 |
|---|---|---|---|---|---|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
1,346
shares
|
$642,553
0.04% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
1,337
shares
|
$638,257
0.01% of portfolio
|
Q4 2024
Added 37.41%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
1,331
shares
|
$635,392
0.05% of portfolio
|
Q3 2024
Added 34.31%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
1,326
shares
|
$633,005
0.02% of portfolio
|
Q3 2024
Reduced 27.54%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,325
shares
|
$632,528
0.0% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Nov 14, 2024 Q3 2024 |
1,323
shares
|
$631,573
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,319
shares
|
$629,664
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
1,314
shares
|
$627,277
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
1,301
shares
|
$621,071
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
1,299
shares
|
$620,116
0.03% of portfolio
|
Q4 2024
Added 18.96%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
1,272
shares
|
$607,227
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
1,256
shares
|
$599,589
0.02% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,251
shares
|
$597,202
0.0% of portfolio
|
Q3 2024
Added 28.84%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
1,236
shares
|
$590,041
0.0% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
1,233
shares
|
$588,609
0.04% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,225
shares
|
$584,790
0.43% of portfolio
|
Q2 2023
Reduced 1.61%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
1,221
shares
|
$582,880
0.01% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,212
shares
|
$578,584
0.0% of portfolio
|
Q3 2024
Reduced 96.67%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,203
shares
|
$574,288
0.01% of portfolio
|
Q3 2024
Reduced 28.86%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
1,201
shares
|
$573,333
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
1,196
shares
|
$570,946
0.03% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
1,196
shares
|
$570,946
0.43% of portfolio
|
Q3 2023
Added 17.72%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
1,195
shares
|
$570,469
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
1,195
shares
|
$570,469
0.11% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
1,186
shares
|
$566,172
0.03% of portfolio
|
Q4 2024
Added 1.72%
|