Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 864 institutions that hold shares in the stock, with a total of 31.9 Million shares, which have been reported (via 13F filing form) to have a value of $15.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
151
shares
|
$70,201
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
150
shares
|
$69,736
0.01% of portfolio
|
Q3 2024
Reduced 18.92%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
150
shares
|
$69,736
0.01% of portfolio
|
Q4 2024
Added 30.43%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
148
shares
|
$68,806
0.01% of portfolio
|
Q4 2024
Added 76.19%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
145
shares
|
$67,411
0.01% of portfolio
|
Q2 2024
Added 1350.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
130
shares
|
$60,438
0.01% of portfolio
|
Q4 2024
Added 13.04%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
130
shares
|
$60,438
0.01% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
123
shares
|
$57,183
0.15% of portfolio
|
Q3 2024
Reduced 28.9%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
115
shares
|
$53,464
0.01% of portfolio
|
Q4 2021
Added 53.33%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
115
shares
|
$53,464
0.0% of portfolio
|
Q3 2022
Reduced 11.54%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
114
shares
|
$52,999
0.0% of portfolio
|
Q2 2020
Reduced 57.02%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
114
shares
|
$52,999
0.02% of portfolio
|
Q4 2024
Added 16.33%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
111
shares
|
$51,605
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
106
shares
|
$49,280
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
103
shares
|
$47,885
0.01% of portfolio
|
Q4 2024
Reduced 58.63%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
102
shares
|
$47,420
0.01% of portfolio
|
Q4 2024
Added 3300.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
100
shares
|
$46,491
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
100
shares
|
$46,491
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
98
shares
|
$45,561
0.0% of portfolio
|
Q2 2023
Added 12.64%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
90
shares
|
$41,841
0.01% of portfolio
|
Q3 2024
Added 57.89%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
90
shares
|
$41,841
0.02% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
87
shares
|
$40,447
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
84
shares
|
$39,052
0.0% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
76
shares
|
$35,333
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
66
shares
|
$30,684
0.01% of portfolio
|
Q4 2020
New holding
|