Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 885 institutions that hold shares in the stock, with a total of 32.4 Million shares, which have been reported (via 13F filing form) to have a value of $16.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
110,521
shares
|
$54.9 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
108,766
shares
|
$54.1 Million
0.76% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Legal & General Group PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
107,925
shares
|
$53.6 Million
0.01% of portfolio
|
Q3 2024
Added 8.96%
|
|
|
Rhumbline Advisers
Boston, MA |
Jan 30, 2025 Q4 2024 |
106,391
shares
|
$52.9 Million
0.05% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Swedbank Ab
Stockholm, V7 |
Jan 23, 2025 Q4 2024 |
103,831
shares
|
$51.6 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
103,429
shares
|
$51.4 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
101,381
shares
|
$50.4 Million
0.83% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Premier Fund Managers LTD
|
Feb 12, 2025 Q4 2024 |
100,000
shares
|
$49.7 Million
1.69% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Swiss National Bank
Zurich, V8 |
Feb 10, 2025 Q4 2024 |
98,244
shares
|
$48.8 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Conestoga Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
97,832
shares
|
$48.6 Million
0.62% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
94,485
shares
|
$47 Million
1.91% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Times Square Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
90,340
shares
|
$44.9 Million
0.66% of portfolio
|
Q4 2024
Reduced 18.54%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
88,932
shares
|
$44.2 Million
0.08% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
88,434
shares
|
$44 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.5%
|
|
|
Wilkinson Global Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
87,128
shares
|
$43.3 Million
2.61% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
85,255
shares
|
$42.4 Million
1.24% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
84,765
shares
|
$42.1 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
83,561
shares
|
$41.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
80,723
shares
|
$40.1 Million
0.06% of portfolio
|
Q4 2024
Reduced 26.99%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
78,561
shares
|
$39 Million
0.88% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Jennison Associates LLC
|
Jan 24, 2025 Q4 2024 |
78,340
shares
|
$38.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 36.24%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jan 28, 2025 Q4 2024 |
68,637
shares
|
$34.1 Million
0.02% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Baskin Financial Services Inc.
|
Jan 24, 2025 Q4 2024 |
67,677
shares
|
$33.6 Million
2.55% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Feb 13, 2025 Q4 2024 |
67,254
shares
|
$33.4 Million
0.05% of portfolio
|
Q4 2024
Added 16.1%
|
|
|
Geneva Capital Management LLC
|
Feb 06, 2025 Q4 2024 |
63,059
shares
|
$31.3 Million
0.53% of portfolio
|
Q4 2024
Reduced 7.29%
|