Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 885 institutions that hold shares in the stock, with a total of 32.4 Million shares, which have been reported (via 13F filing form) to have a value of $16.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
760
shares
|
$383,154
0.0% of portfolio
|
Q4 2024
Added 41.0%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
757
shares
|
$381,641
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
754
shares
|
$380,129
0.14% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
752
shares
|
$379,120
0.01% of portfolio
|
Q3 2024
Reduced 11.53%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
752
shares
|
$379,120
0.0% of portfolio
|
Q4 2024
Added 35.99%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
749
shares
|
$377,608
0.02% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
749
shares
|
$377,608
0.03% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
742
shares
|
$374,079
0.04% of portfolio
|
Q4 2024
Reduced 9.18%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
738
shares
|
$372,062
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Feb 12, 2025 Q4 2024 |
736
shares
|
$371,054
0.24% of portfolio
|
Q4 2024
Reduced 82.86%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
724
shares
|
$365,004
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
724
shares
|
$365,004
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
710
shares
|
$357,946
0.01% of portfolio
|
Q4 2024
Added 42.28%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Feb 11, 2025 Q4 2024 |
700
shares
|
$352,905
0.0% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
696
shares
|
$350,888
0.02% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
693
shares
|
$349,375
0.01% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
687
shares
|
$346,351
0.13% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Groesbeck Investment Management Corp
|
Jan 27, 2025 Q4 2024 |
686
shares
|
$345,846
0.42% of portfolio
|
Q4 2024
Reduced 53.84%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
685
shares
|
$345,342
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Entry Point Capital, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
680
shares
|
$342,822
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
678
shares
|
$341,813
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
678
shares
|
$341,813
0.31% of portfolio
|
Q4 2024
Reduced 16.81%
|
|
|
Woodstock Corp
|
Jan 15, 2025 Q4 2024 |
675
shares
|
$340,301
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
674
shares
|
$339,797
0.01% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
674
shares
|
$339,797
0.0% of portfolio
|
Q4 2024
Added 8.71%
|