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 |
|---|---|---|---|---|---|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Nov 12, 2024 Q3 2024 |
892
shares
|
$425,822
0.17% of portfolio
|
Q3 2024
Added 33.73%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
885
shares
|
$422,481
0.01% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
865
shares
|
$412,933
0.02% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
864
shares
|
$412,456
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
860
shares
|
$410,546
0.06% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
855
shares
|
$408,159
0.01% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
846
shares
|
$403,863
0.0% of portfolio
|
Q4 2024
Reduced 11.13%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
845
shares
|
$403,386
0.01% of portfolio
|
Q3 2024
Reduced 64.18%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
840
shares
|
$400,999
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
833
shares
|
$397,657
0.04% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Jag Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
831
shares
|
$396,702
0.05% of portfolio
|
Q3 2024
Added 17.04%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
820
shares
|
$391,451
0.49% of portfolio
|
Q3 2023
Reduced 12.67%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 12, 2024 Q3 2024 |
819
shares
|
$390,974
0.17% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
817
shares
|
$390,019
0.04% of portfolio
|
Q3 2024
Added 22.86%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
812
shares
|
$387,632
0.03% of portfolio
|
Q3 2024
Reduced 8.46%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
810
shares
|
$386,677
0.01% of portfolio
|
Q4 2024
Reduced 10.2%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
808
shares
|
$385,723
0.02% of portfolio
|
Q4 2024
Added 15.59%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
802
shares
|
$382,858
0.0% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
800
shares
|
$381,904
0.08% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
800
shares
|
$381,904
0.0% of portfolio
|
Q3 2024
Reduced 60.67%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Nov 13, 2024 Q3 2024 |
800
shares
|
$381,904
0.0% of portfolio
|
Q2 2024
Added 60.0%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
794
shares
|
$379,039
0.01% of portfolio
|
Q3 2024
Reduced 15.71%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
782
shares
|
$373,311
0.02% of portfolio
|
Q3 2024
Reduced 73.99%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
782
shares
|
$373,311
0.37% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
781
shares
|
$372,833
0.01% of portfolio
|
Q3 2024
Reduced 1.88%
|