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 |
|---|---|---|---|---|---|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 17, 2025 Q3 2025 |
551
shares
|
$189,059
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
550
shares
|
$188,716
0.0% of portfolio
|
Q3 2025
Added 45.5%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Nov 07, 2025 Q3 2025 |
550
shares
|
$188,716
0.13% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
548
shares
|
$188,029
0.09% of portfolio
|
Q4 2024
Reduced 59.97%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 22, 2025 Q3 2025 |
546
shares
|
$187,343
0.05% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
545
shares
|
$187,000
0.02% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Mqs Management LLC
|
Nov 06, 2025 Q3 2025 |
544
shares
|
$186,657
0.13% of portfolio
|
Q3 2025
Reduced 34.69%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
542
shares
|
$185,971
0.0% of portfolio
|
Q3 2025
Reduced 11.44%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
540
shares
|
$185,284
0.0% of portfolio
|
Q3 2025
Reduced 46.43%
|
|
|
Saturna Capital Corp
Bellingham, WA |
Nov 14, 2025 Q3 2025 |
537
shares
|
$184,255
0.0% of portfolio
|
Q3 2025
Reduced 83.54%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
536
shares
|
$183,912
0.01% of portfolio
|
Q3 2025
Added 10.52%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
533
shares
|
$182,882
0.0% of portfolio
|
Q3 2025
Added 38.08%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
533
shares
|
$182,882
0.03% of portfolio
|
Q3 2025
Reduced 75.62%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
530
shares
|
$181,853
0.02% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
522
shares
|
$179,108
0.0% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
521
shares
|
$178,765
0.0% of portfolio
|
Q3 2025
Reduced 11.54%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
520
shares
|
$178,422
0.03% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Woodstock Corp
|
Oct 07, 2025 Q3 2025 |
517
shares
|
$177,393
0.02% of portfolio
|
Q1 2025
Reduced 23.41%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Nov 07, 2025 Q3 2025 |
513
shares
|
$176,020
0.11% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
503
shares
|
$172,589
0.01% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
500
shares
|
$171,560
0.02% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
500
shares
|
$171,560
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
495
shares
|
$169,844
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
491
shares
|
$168,471
0.01% of portfolio
|
Q2 2025
Reduced 13.71%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
488
shares
|
$167,442
0.0% of portfolio
|
Q3 2025
Reduced 11.43%
|
|