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 |
|---|---|---|---|---|---|
|
Fulcrum Capital LLC
|
Jan 13, 2025 Q4 2024 |
671
shares
|
$320,321
0.07% of portfolio
|
Q4 2024
Added 8.4%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
655
shares
|
$312,683
0.01% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
651
shares
|
$310,774
0.0% of portfolio
|
Q3 2024
Added 76.42%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
647
shares
|
$308,864
0.0% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
633
shares
|
$302,181
0.01% of portfolio
|
Q4 2024
Added 18.54%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
628
shares
|
$299,794
0.02% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
624
shares
|
$297,885
0.02% of portfolio
|
Q2 2021
Reduced 3.7%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
621
shares
|
$296,452
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
619
shares
|
$295,498
0.01% of portfolio
|
Q4 2023
Added 0.98%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
619
shares
|
$295,498
0.01% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
618
shares
|
$295,020
0.05% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
614
shares
|
$293,111
0.01% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
612
shares
|
$292,156
0.0% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
608
shares
|
$290,247
0.02% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Oct 21, 2024 Q3 2024 |
608
shares
|
$290,247
0.01% of portfolio
|
Q3 2024
Added 103.34%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
602
shares
|
$287,382
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
601
shares
|
$286,905
0.16% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 13, 2024 Q3 2024 |
601
shares
|
$286,905
0.01% of portfolio
|
Q3 2024
Reduced 25.71%
|
|
|
Boit C F David
Boston, MA |
Jan 24, 2025 Q4 2024 |
600
shares
|
$286,428
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Nov 07, 2024 Q3 2024 |
600
shares
|
$286,428
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
587
shares
|
$280,222
0.01% of portfolio
|
Q4 2023
Added 6.7%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
584
shares
|
$278,789
0.04% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
583
shares
|
$278,312
0.01% of portfolio
|
Q2 2024
Reduced 8.76%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
582
shares
|
$277,835
0.02% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
580
shares
|
$276,880
0.06% of portfolio
|
Q2 2023
New holding
|