Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 874 institutions that hold shares in the stock, with a total of 34.1 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 |
|---|---|---|---|---|---|
|
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
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
18
shares
|
$6,176
0.0% of portfolio
|
Q1 2025
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
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
17
shares
|
$5,833
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
17
shares
|
$5,833
0.0% of portfolio
|
Q3 2025
Reduced 70.69%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
16
shares
|
$5,489
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
16
shares
|
$5,489
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2025 Q3 2025 |
15
shares
|
$5,146
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
15
shares
|
$5,146
0.0% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
15
shares
|
$5,146
0.0% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
15
shares
|
$5,146
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
14
shares
|
$4,803
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
13
shares
|
$4,460
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
12
shares
|
$4,117
0.0% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
12
shares
|
$4,117
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
12
shares
|
$4,117
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
12
shares
|
$4,117
0.0% of portfolio
|
Q2 2025
Reduced 64.71%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
12
shares
|
$4,117
0.0% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
11
shares
|
$3,774
0.0% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
11
shares
|
$3,774
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
11
shares
|
$3,774
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
11
shares
|
$3,774
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
11
shares
|
$3,774
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
11
shares
|
$3,774
0.0% of portfolio
|
Q3 2025
New holding
|
|