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 |
|---|---|---|---|---|---|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
108,688
shares
|
$37.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
107,196
shares
|
$36.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 49.54%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
106,084
shares
|
$36.4 Million
0.03% of portfolio
|
Q3 2025
Added 17.26%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
105,536
shares
|
$36.2 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
104,347
shares
|
$35.8 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
103,040
shares
|
$35.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
101,381
shares
|
$34.8 Million
0.83% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Swiss National Bank
Zurich, V8 |
Nov 13, 2025 Q3 2025 |
100,644
shares
|
$34.5 Million
0.02% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Holocene Advisors, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
99,389
shares
|
$34.1 Million
0.1% of portfolio
|
Q3 2025
Added 75.95%
|
|
|
Dearborn Partners LLC
|
Nov 10, 2025 Q3 2025 |
97,935
shares
|
$33.6 Million
1.89% of portfolio
|
Q3 2025
Added 13.8%
|
|
|
Vantage Investment Partners, LLC
|
Oct 30, 2025 Q3 2025 |
97,730
shares
|
$33.5 Million
2.81% of portfolio
|
Q3 2025
Added 257.51%
|
|
|
Conestoga Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
94,449
shares
|
$32.4 Million
0.61% of portfolio
|
Q3 2025
Reduced 10.64%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
91,112
shares
|
$31.3 Million
1.45% of portfolio
|
Q3 2025
Reduced 17.49%
|
|
|
Riverbridge Partners LLC
|
Oct 14, 2025 Q3 2025 |
86,349
shares
|
$29.6 Million
0.61% of portfolio
|
Q3 2025
Reduced 6.75%
|
|
|
Swedbank Ab
Stockholm, V7 |
Oct 15, 2025 Q3 2025 |
84,392
shares
|
$29 Million
0.04% of portfolio
|
Q3 2025
Added 7.39%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
83,561
shares
|
$28.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Wilkinson Global Asset Management LLC
|
Nov 04, 2025 Q3 2025 |
81,683
shares
|
$28 Million
2.15% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
80,806
shares
|
$27.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Anchor Capital Advisors LLC
|
Oct 30, 2025 Q3 2025 |
78,967
shares
|
$27.1 Million
1.03% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
73,473
shares
|
$25.2 Million
0.0% of portfolio
|
Q3 2025
Added 6.12%
|
|
|
Times Square Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
71,917
shares
|
$24.7 Million
0.47% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Baskin Financial Services Inc.
|
Oct 09, 2025 Q3 2025 |
71,189
shares
|
$24.4 Million
2.12% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Fenimore Asset Management Inc
|
Oct 20, 2025 Q3 2025 |
70,701
shares
|
$24.3 Million
0.62% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Handelsbanken Fonder Ab
|
Nov 12, 2025 Q3 2025 |
70,658
shares
|
$24.2 Million
0.09% of portfolio
|
Q3 2025
Reduced 42.77%
|
|
|
Pembroke Management, LTD
|
Oct 28, 2025 Q3 2025 |
70,182
shares
|
$24.1 Million
2.83% of portfolio
|
Q3 2025
Added 31.53%
|
|