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 |
|---|---|---|---|---|---|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
495
shares
|
$236,303
0.03% of portfolio
|
Q3 2024
Reduced 18.99%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
493
shares
|
$235,348
0.0% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
491
shares
|
$234,393
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2024 Q3 2024 |
490
shares
|
$233,916
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
489
shares
|
$233,438
0.01% of portfolio
|
Q4 2024
Reduced 63.8%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
489
shares
|
$233,438
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Oct 28, 2024 Q3 2024 |
482
shares
|
$230,097
0.14% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
479
shares
|
$228,665
0.0% of portfolio
|
Q3 2024
Added 1610.71%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
477
shares
|
$227,710
0.0% of portfolio
|
Q3 2024
Added 35.9%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
472
shares
|
$225,323
0.02% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Jan 24, 2025 Q4 2024 |
463
shares
|
$221,026
0.16% of portfolio
|
Q4 2024
Added 12.93%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
462
shares
|
$220,549
0.02% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
461
shares
|
$220,072
0.02% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
458
shares
|
$218,640
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
453
shares
|
$216,253
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
452
shares
|
$215,775
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
446
shares
|
$212,911
0.0% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
445
shares
|
$212,434
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
445
shares
|
$212,434
0.0% of portfolio
|
Q3 2024
Reduced 10.1%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
443
shares
|
$211,479
0.01% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
438
shares
|
$209,092
0.0% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
434
shares
|
$207,182
0.01% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
433
shares
|
$206,705
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
431
shares
|
$205,750
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
431
shares
|
$205,750
0.0% of portfolio
|
Q4 2024
Reduced 9.26%
|