Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 868 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 |
|---|---|---|---|---|---|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
38
shares
|
$13,038
0.01% of portfolio
|
Q1 2023
Reduced 11.63%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Nov 17, 2025 Q3 2025 |
37
shares
|
$12,695
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
35
shares
|
$12,009
0.0% of portfolio
|
Q2 2024
Reduced 22.22%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
35
shares
|
$12,009
0.01% of portfolio
|
Q3 2024
Added 29.63%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
35
shares
|
$12,009
0.0% of portfolio
|
Q4 2025
Reduced 7.89%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Nov 10, 2025 Q3 2025 |
32
shares
|
$10,979
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
31
shares
|
$10,636
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
30
shares
|
$10,293
0.0% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
30
shares
|
$10,293
0.0% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
30
shares
|
$10,293
0.01% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
29
shares
|
$9,950
0.0% of portfolio
|
Q3 2025
Reduced 30.95%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
29
shares
|
$9,950
0.0% of portfolio
|
Q4 2025
Reduced 42.0%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
29
shares
|
$9,950
0.0% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
26
shares
|
$8,921
0.01% of portfolio
|
Q1 2025
Reduced 18.75%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
26
shares
|
$8,921
0.01% of portfolio
|
Q2 2024
Reduced 25.71%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
23
shares
|
$7,891
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
22
shares
|
$7,548
0.0% of portfolio
|
Q2 2024
Reduced 29.03%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
21
shares
|
$7,205
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
20
shares
|
$6,862
0.0% of portfolio
|
Q3 2022
Reduced 78.72%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
20
shares
|
$6,862
0.0% of portfolio
|
Q3 2025
Reduced 23.08%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
20
shares
|
$6,862
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
20
shares
|
$6,862
0.0% of portfolio
|
Q3 2022
Reduced 78.72%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
19
shares
|
$6,519
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
18
shares
|
$6,176
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
18
shares
|
$6,176
0.0% of portfolio
|
Q1 2025
New holding
|
|