Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 877 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 |
|---|---|---|---|---|---|
|
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
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
619
shares
|
$212,391
0.01% of portfolio
|
Q4 2023
Added 0.98%
|
|
|
Enhancing Capital LLC
|
Nov 13, 2025 Q3 2025 |
617
shares
|
$211,705
0.18% of portfolio
|
Q3 2025
Reduced 24.01%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
617
shares
|
$211,705
0.0% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
617
shares
|
$211,705
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
609
shares
|
$208,960
0.11% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
608
shares
|
$208,616
0.02% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
603
shares
|
$206,901
0.0% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
602
shares
|
$206,558
0.0% of portfolio
|
Q3 2025
Reduced 18.87%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
601
shares
|
$206,215
0.0% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 12, 2025 Q3 2025 |
600
shares
|
$205,872
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Oct 31, 2025 Q3 2025 |
600
shares
|
$205,872
0.0% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Boit C F David
Boston, MA |
Oct 28, 2025 Q3 2025 |
600
shares
|
$205,872
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2025 Q3 2025 |
597
shares
|
$204,842
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
596
shares
|
$204,499
0.0% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Whetstone Capital Advisors, LLC
Shawnee Mission, KS |
Nov 14, 2025 Q3 2025 |
592
shares
|
$203,127
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Oct 28, 2025 Q3 2025 |
586
shares
|
$201,068
0.01% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
576
shares
|
$197,637
0.16% of portfolio
|
Q3 2024
Reduced 7.99%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
575
shares
|
$197,294
0.15% of portfolio
|
Q3 2023
Reduced 2.54%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
573
shares
|
$196,607
0.01% of portfolio
|
Q3 2025
Added 21.4%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
572
shares
|
$196,264
0.01% of portfolio
|
Q3 2025
Added 17.94%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
570
shares
|
$195,578
0.01% of portfolio
|
Q1 2024
Added 5.95%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
566
shares
|
$194,205
0.0% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
556
shares
|
$190,774
0.04% of portfolio
|
Q1 2025
Reduced 4.14%
|
|