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 |
|---|---|---|---|---|---|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
1,100
shares
|
$377,432
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
1,100
shares
|
$377,432
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
1,095
shares
|
$375,716
0.03% of portfolio
|
Q3 2025
Added 10.61%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
1,059
shares
|
$363,364
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
1,052
shares
|
$360,962
0.03% of portfolio
|
Q3 2025
Added 8.34%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
1,042
shares
|
$357,531
0.1% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Nov 10, 2025 Q3 2025 |
1,038
shares
|
$356,158
0.13% of portfolio
|
Q3 2023
Added 1.07%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
1,025
shares
|
$351,698
0.04% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 07, 2025 Q3 2025 |
1,021
shares
|
$350,325
0.19% of portfolio
|
Q3 2025
Reduced 5.99%
|
|
|
Park National Corp
|
Jan 05, 2026 Q4 2025 |
1,019
shares
|
$349,639
0.01% of portfolio
|
Q4 2025
Reduced 1.16%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,015
shares
|
$348,266
0.0% of portfolio
|
Q3 2025
Reduced 29.02%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
1,012
shares
|
$347,237
0.0% of portfolio
|
Q3 2025
Added 51.95%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
1,002
shares
|
$343,806
0.0% of portfolio
|
Q3 2025
Reduced 83.22%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
1,000
shares
|
$343,120
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
1,000
shares
|
$343,120
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
995
shares
|
$341,404
0.01% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
985
shares
|
$337,973
0.0% of portfolio
|
Q3 2025
Reduced 23.58%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2025 Q3 2025 |
967
shares
|
$331,797
0.0% of portfolio
|
Q3 2025
Reduced 80.33%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
960
shares
|
$329,395
0.01% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Oct 31, 2025 Q3 2025 |
954
shares
|
$327,336
0.26% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
953
shares
|
$326,993
0.25% of portfolio
|
Q2 2024
Reduced 11.92%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
952
shares
|
$326,650
0.01% of portfolio
|
Q3 2024
Added 58.14%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
948
shares
|
$325,277
0.01% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Adell Harriman & Carpenter Inc
|
Nov 04, 2025 Q3 2025 |
945
shares
|
$324,248
0.02% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
943
shares
|
$323,562
0.1% of portfolio
|
Q3 2025
Added 105.9%
|
|