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 |
|---|---|---|---|---|---|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
478
shares
|
$164,011
0.0% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
474
shares
|
$162,638
0.01% of portfolio
|
Q3 2025
Added 133.5%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
460
shares
|
$157,835
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
454
shares
|
$155,776
0.05% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2025 Q3 2025 |
420
shares
|
$144,110
0.0% of portfolio
|
Q3 2025
Reduced 92.26%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
408
shares
|
$139,992
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Freemont Management S.A.
|
Nov 06, 2025 Q3 2025 |
400
shares
|
$137,248
0.13% of portfolio
|
Q3 2025
Reduced 88.89%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
400
shares
|
$137,248
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
398
shares
|
$136,561
0.0% of portfolio
|
Q2 2025
Added 18.1%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
397
shares
|
$136,218
0.02% of portfolio
|
Q3 2025
Added 4.75%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
379
shares
|
$130,042
0.0% of portfolio
|
Q3 2025
Added 27.18%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
357
shares
|
$122,493
0.01% of portfolio
|
Q3 2025
Reduced 17.55%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
356
shares
|
$122,150
0.03% of portfolio
|
Q1 2025
Added 64.81%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
350
shares
|
$120,092
0.02% of portfolio
|
Q4 2022
Added 42.86%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
350
shares
|
$120,092
0.01% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
330
shares
|
$113,229
0.15% of portfolio
|
Q3 2025
Added 14.98%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
323
shares
|
$110,827
0.03% of portfolio
|
Q3 2025
Added 1918.75%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
323
shares
|
$110,827
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
315
shares
|
$108,082
0.0% of portfolio
|
Q3 2024
Reduced 13.7%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
295
shares
|
$101,220
0.01% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
290
shares
|
$99,504
0.0% of portfolio
|
Q3 2025
Reduced 8.23%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
289
shares
|
$99,161
0.06% of portfolio
|
Q3 2025
Reduced 10.8%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
264
shares
|
$90,583
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
264
shares
|
$90,583
0.0% of portfolio
|
Q3 2025
Added 8.64%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
257
shares
|
$88,181
0.0% of portfolio
|
Q3 2025
New holding
|
|