Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 868 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 |
|---|---|---|---|---|---|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
710
shares
|
$243,615
0.0% of portfolio
|
Q3 2025
Reduced 11.47%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
709
shares
|
$243,272
0.02% of portfolio
|
Q4 2025
Added 1.58%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Jan 14, 2026 Q4 2025 |
706
shares
|
$242,242
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
699
shares
|
$239,840
0.04% of portfolio
|
Q3 2025
Reduced 89.02%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
695
shares
|
$238,468
0.01% of portfolio
|
Q4 2025
Added 7.09%
|
|
|
Fulcrum Capital LLC
|
Jan 15, 2026 Q4 2025 |
691
shares
|
$237,095
0.05% of portfolio
|
Q4 2025
Reduced 9.79%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
689
shares
|
$236,409
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
686
shares
|
$235,380
0.11% of portfolio
|
Q3 2025
Added 18.28%
|
|
|
Groesbeck Investment Management Corp
|
Oct 23, 2025 Q3 2025 |
686
shares
|
$235,380
0.54% of portfolio
|
Q4 2024
Reduced 53.84%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
684
shares
|
$234,694
0.0% of portfolio
|
Q3 2025
Reduced 13.75%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
678
shares
|
$232,635
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Oct 28, 2025 Q3 2025 |
674
shares
|
$231,262
0.0% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
668
shares
|
$229,204
0.02% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Somerset Trust CO
|
Jan 09, 2026 Q4 2025 |
668
shares
|
$229,204
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
663
shares
|
$227,488
0.0% of portfolio
|
Q3 2025
Reduced 99.26%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
662
shares
|
$227,145
0.01% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
658
shares
|
$225,772
0.0% of portfolio
|
Q4 2025
Added 10.4%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
638
shares
|
$218,910
0.01% of portfolio
|
Q3 2025
Reduced 18.52%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
635
shares
|
$217,881
0.06% of portfolio
|
Q1 2025
Added 11.26%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
633
shares
|
$217,194
0.11% of portfolio
|
Q3 2025
Added 19.43%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2025 Q3 2025 |
631
shares
|
$216,508
0.01% of portfolio
|
Q3 2025
Reduced 90.99%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
630
shares
|
$216,165
0.02% of portfolio
|
Q3 2025
Added 1436.59%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
627
shares
|
$215,136
0.0% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
624
shares
|
$214,106
0.02% of portfolio
|
Q2 2021
Reduced 3.7%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
621
shares
|
$213,077
0.04% of portfolio
|
Q2 2024
New holding
|
|