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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
120
shares
|
$41,174
0.0% of portfolio
|
Q3 2025
Reduced 57.89%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
120
shares
|
$41,174
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
117
shares
|
$40,145
0.01% of portfolio
|
Q3 2025
Reduced 39.38%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
116
shares
|
$39,801
0.0% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
115
shares
|
$39,458
0.01% of portfolio
|
Q4 2021
Added 53.33%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
115
shares
|
$39,458
0.0% of portfolio
|
Q3 2022
Reduced 11.54%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
114
shares
|
$39,115
0.0% of portfolio
|
Q2 2020
Reduced 57.02%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
109
shares
|
$37,400
0.0% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
108
shares
|
$37,056
0.01% of portfolio
|
Q2 2025
Added 500.0%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
100
shares
|
$34,312
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
100
shares
|
$34,312
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
98
shares
|
$33,625
0.0% of portfolio
|
Q2 2023
Added 12.64%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
97
shares
|
$33,282
0.0% of portfolio
|
Q3 2025
Reduced 69.3%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
96
shares
|
$32,939
0.46% of portfolio
|
Q2 2025
Added 4700.0%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
92
shares
|
$31,567
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
90
shares
|
$30,880
0.01% of portfolio
|
Q3 2025
Reduced 48.57%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
76
shares
|
$26,077
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
74
shares
|
$25,390
0.0% of portfolio
|
Q3 2025
Added 2366.67%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
72
shares
|
$24,704
0.0% of portfolio
|
Q1 2025
Added 260.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
69
shares
|
$23,675
0.0% of portfolio
|
Q3 2025
Added 25.45%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
68
shares
|
$23,332
0.01% of portfolio
|
Q3 2025
Added 1.49%
|
|