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 |
|---|---|---|---|---|---|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
1,017
shares
|
$485,495
0.24% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
1,004
shares
|
$479,289
0.02% of portfolio
|
Q3 2024
Added 8.19%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
1,000
shares
|
$477,380
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
1,000
shares
|
$477,380
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
981
shares
|
$468,309
0.0% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
958
shares
|
$457,330
0.03% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
953
shares
|
$454,943
0.25% of portfolio
|
Q2 2024
Reduced 11.92%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
952
shares
|
$454,465
0.01% of portfolio
|
Q3 2024
Added 58.14%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
942
shares
|
$449,691
0.2% of portfolio
|
Q1 2024
Reduced 34.17%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
940
shares
|
$448,737
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
939
shares
|
$448,259
0.03% of portfolio
|
Q3 2024
Reduced 58.98%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
935
shares
|
$446,350
0.06% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
932
shares
|
$444,918
0.0% of portfolio
|
Q4 2024
Added 11.62%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
930
shares
|
$443,963
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
921
shares
|
$439,666
0.01% of portfolio
|
Q4 2024
Added 879.79%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
917
shares
|
$437,757
0.01% of portfolio
|
Q3 2024
Reduced 48.6%
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
913
shares
|
$435,847
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
911
shares
|
$434,893
0.01% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
907
shares
|
$432,983
0.0% of portfolio
|
Q3 2024
Added 11.98%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2024 Q3 2024 |
906
shares
|
$432,506
0.09% of portfolio
|
Q3 2024
Reduced 82.39%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
904
shares
|
$431,551
0.03% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
902
shares
|
$430,596
0.04% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
902
shares
|
$430,596
0.0% of portfolio
|
Q3 2024
Reduced 83.51%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Nov 12, 2024 Q3 2024 |
900
shares
|
$429,642
0.01% of portfolio
|
Q3 2024
Reduced 67.86%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
898
shares
|
$428,687
0.21% of portfolio
|
Q4 2024
Reduced 6.26%
|