Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 867 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 |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
216
shares
|
$74,113
0.01% of portfolio
|
Q3 2025
Reduced 25.52%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
214
shares
|
$73,427
0.01% of portfolio
|
Q2 2025
Added 46.58%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
209
shares
|
$71,712
0.0% of portfolio
|
Q3 2025
Added 86.61%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
198
shares
|
$67,937
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
194
shares
|
$66,565
0.0% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
191
shares
|
$65,535
0.04% of portfolio
|
Q2 2023
Added 3.24%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
190
shares
|
$65,192
0.0% of portfolio
|
Q3 2025
Reduced 18.1%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
190
shares
|
$65,192
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
183
shares
|
$62,790
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
182
shares
|
$62,447
0.01% of portfolio
|
Q1 2025
Added 116.67%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
181
shares
|
$62,104
0.0% of portfolio
|
Q3 2025
Added 151.39%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
175
shares
|
$60,046
0.04% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
171
shares
|
$58,673
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
167
shares
|
$57,301
0.01% of portfolio
|
Q2 2023
Added 11.33%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
163
shares
|
$55,928
0.02% of portfolio
|
Q1 2024
Reduced 37.55%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
160
shares
|
$54,899
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
152
shares
|
$52,154
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Axa Investment Managers S.A.
Puteaux, I0 |
Nov 14, 2025 Q3 2025 |
148
shares
|
$50,781
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
145
shares
|
$49,752
0.0% of portfolio
|
Q2 2024
Added 1350.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
140
shares
|
$48,036
0.0% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
140
shares
|
$48,036
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
126
shares
|
$43,233
0.0% of portfolio
|
Q3 2025
Reduced 75.34%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
125
shares
|
$42,890
0.01% of portfolio
|
Q3 2025
Added 150.0%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
120
shares
|
$41,174
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
120
shares
|
$41,174
0.0% of portfolio
|
Q3 2025
Reduced 57.89%
|
|