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 |
|---|---|---|---|---|---|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
576
shares
|
$274,970
0.2% of portfolio
|
Q3 2024
Reduced 7.99%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
575
shares
|
$274,493
0.15% of portfolio
|
Q3 2023
Reduced 2.54%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
570
shares
|
$272,106
0.01% of portfolio
|
Q1 2024
Added 5.95%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
569
shares
|
$271,629
0.03% of portfolio
|
Q3 2024
Reduced 13.53%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
561
shares
|
$267,810
0.03% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Jan 22, 2025 Q4 2024 |
560
shares
|
$267,332
0.14% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
553
shares
|
$263,991
0.0% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
551
shares
|
$263,036
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
548
shares
|
$261,604
0.13% of portfolio
|
Q4 2024
Reduced 59.97%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
544
shares
|
$259,694
0.01% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Nebula Research & Development LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
542
shares
|
$258,739
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
539
shares
|
$257,307
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
537
shares
|
$256,353
0.02% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
534
shares
|
$254,920
0.02% of portfolio
|
Q4 2024
Added 8.76%
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
528
shares
|
$252,056
0.07% of portfolio
|
Q1 2024
Reduced 32.13%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
527
shares
|
$251,579
0.02% of portfolio
|
Q4 2024
Reduced 99.77%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
526
shares
|
$251,101
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
519
shares
|
$247,760
0.06% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
513
shares
|
$244,895
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
508
shares
|
$242,509
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
505
shares
|
$241,076
0.09% of portfolio
|
Q3 2024
Reduced 52.4%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
504
shares
|
$240,599
0.0% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
500
shares
|
$238,690
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
500
shares
|
$238,690
0.03% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
499
shares
|
$238,212
0.01% of portfolio
|
Q3 2024
Added 14.71%
|