Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 867 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 |
|---|---|---|---|---|---|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
818
shares
|
$280,672
0.04% of portfolio
|
Q3 2025
Reduced 12.89%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
814
shares
|
$279,299
0.04% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
810
shares
|
$277,927
0.02% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
805
shares
|
$276,211
0.01% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
805
shares
|
$276,211
0.0% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
798
shares
|
$273,809
0.0% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
796
shares
|
$273,123
0.0% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
789
shares
|
$270,721
0.02% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
788
shares
|
$270,378
0.0% of portfolio
|
Q2 2025
Added 12.69%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
783
shares
|
$268,662
0.01% of portfolio
|
Q4 2025
Reduced 3.69%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
781
shares
|
$267,976
0.01% of portfolio
|
Q3 2025
Reduced 44.49%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
780
shares
|
$267,633
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
776
shares
|
$266,261
0.43% of portfolio
|
Q1 2024
Added 1.04%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
767
shares
|
$263,173
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
761
shares
|
$261,114
0.03% of portfolio
|
Q3 2023
Added 5.11%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
747
shares
|
$256,310
0.03% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
747
shares
|
$256,310
0.01% of portfolio
|
Q3 2025
Added 16.36%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
745
shares
|
$255,624
0.0% of portfolio
|
Q3 2025
Added 23.96%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
739
shares
|
$253,565
0.01% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
739
shares
|
$253,565
0.01% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 13, 2025 Q3 2025 |
736
shares
|
$252,536
0.0% of portfolio
|
Q3 2025
Reduced 96.48%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
727
shares
|
$249,448
0.25% of portfolio
|
Q3 2025
Added 7.07%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
725
shares
|
$248,762
0.0% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
724
shares
|
$248,418
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 06, 2025 Q3 2025 |
724
shares
|
$248,418
0.09% of portfolio
|
Q3 2024
New holding
|
|