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 |
|---|---|---|---|---|---|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
40
shares
|
$13,724
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
40
shares
|
$13,724
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
40
shares
|
$13,724
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
39
shares
|
$13,381
0.0% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
39
shares
|
$13,381
0.0% of portfolio
|
Q3 2025
Reduced 83.54%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
39
shares
|
$13,381
0.0% of portfolio
|
Q3 2025
Reduced 15.22%
|
|
|
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%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
35
shares
|
$12,009
0.0% of portfolio
|
Q4 2025
Reduced 7.89%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
35
shares
|
$12,009
0.01% of portfolio
|
Q3 2024
Added 29.63%
|
|
|
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.
|
Oct 27, 2025 Q3 2025 |
31
shares
|
$10,636
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
30
shares
|
$10,293
0.01% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
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%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
29
shares
|
$9,950
0.0% of portfolio
|
Q3 2025
Reduced 30.95%
|
|
|
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
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
20
shares
|
$6,862
0.0% of portfolio
|
Q2 2025
Reduced 25.93%
|
|
|
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%
|
|