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 |
|---|---|---|---|---|---|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
1,186
shares
|
$566,172
0.01% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
1,185
shares
|
$565,695
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,184
shares
|
$565,217
0.0% of portfolio
|
Q3 2024
Added 15.63%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
1,178
shares
|
$562,353
0.02% of portfolio
|
Q2 2024
Reduced 39.99%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,173
shares
|
$559,966
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
1,167
shares
|
$557,102
0.33% of portfolio
|
Q3 2024
Added 163.43%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
1,160
shares
|
$553,760
0.07% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
1,152
shares
|
$549,941
0.0% of portfolio
|
Q3 2024
Added 141.51%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
1,145
shares
|
$546,600
0.01% of portfolio
|
Q3 2024
Added 12.48%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,138
shares
|
$543,258
0.03% of portfolio
|
Q3 2024
Added 3570.97%
|
|
|
Aigen Investment Management, LP
|
Nov 05, 2024 Q3 2024 |
1,135
shares
|
$541,826
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,125
shares
|
$537,052
0.01% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
1,107
shares
|
$528,459
0.0% of portfolio
|
Q3 2024
Added 19.68%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
1,101
shares
|
$525,595
0.01% of portfolio
|
Q3 2024
Added 57.06%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
1,100
shares
|
$525,118
0.02% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
1,100
shares
|
$525,118
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
1,099
shares
|
$524,640
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
1,063
shares
|
$507,454
0.07% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,060
shares
|
$506,022
0.03% of portfolio
|
Q4 2024
Reduced 24.93%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
1,058
shares
|
$505,068
0.04% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
1,042
shares
|
$497,429
0.15% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
1,040
shares
|
$496,475
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
1,038
shares
|
$495,520
0.16% of portfolio
|
Q3 2023
Added 1.07%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,032
shares
|
$492,656
0.01% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
1,031
shares
|
$492,178
0.02% of portfolio
|
Q4 2024
Reduced 8.92%
|