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 |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
942
shares
|
$323,219
0.01% of portfolio
|
Q3 2025
Added 30.11%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
942
shares
|
$323,219
0.2% of portfolio
|
Q1 2024
Reduced 34.17%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
933
shares
|
$320,130
0.0% of portfolio
|
Q2 2025
Reduced 65.38%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
930
shares
|
$319,101
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 17, 2025 Q3 2025 |
922
shares
|
$316,356
0.15% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
915
shares
|
$313,954
0.02% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
K.J. Harrison & Partners Inc
|
Nov 10, 2025 Q3 2025 |
910
shares
|
$312,239
0.06% of portfolio
|
Q3 2025
Reduced 88.71%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
908
shares
|
$311,552
0.05% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
904
shares
|
$310,180
0.03% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Somerville Kurt F
|
Nov 07, 2025 Q3 2025 |
900
shares
|
$308,808
0.06% of portfolio
|
Q3 2025
Added 12.5%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
897
shares
|
$307,778
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
895
shares
|
$307,092
0.0% of portfolio
|
Q3 2025
Added 13.43%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
891
shares
|
$305,719
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
889
shares
|
$305,033
0.01% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
888
shares
|
$304,690
0.04% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
888
shares
|
$304,690
0.07% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
885
shares
|
$303,661
0.01% of portfolio
|
Q3 2025
Added 79.88%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
883
shares
|
$302,974
0.03% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
874
shares
|
$299,886
0.0% of portfolio
|
Q3 2025
Added 314.22%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
872
shares
|
$299,200
0.02% of portfolio
|
Q2 2024
Added 65.14%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
869
shares
|
$298,171
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
859
shares
|
$294,740
0.01% of portfolio
|
Q3 2025
Reduced 17.0%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
852
shares
|
$292,338
0.0% of portfolio
|
Q3 2025
Reduced 24.53%
|
|
|
Ossiam
Paris, I0 |
Nov 14, 2025 Q3 2025 |
841
shares
|
$288,563
0.0% of portfolio
|
Q3 2025
Added 42.06%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
835
shares
|
$286,505
0.02% of portfolio
|
Q2 2025
New holding
|
|