Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 885 institutions that hold shares in the stock, with a total of 32 Million shares, which have been reported (via 13F filing form) to have a value of $15.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
39
shares
|
$19,988
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
38
shares
|
$19,475
0.01% of portfolio
|
Q1 2023
Reduced 11.63%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
38
shares
|
$19,475
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
38
shares
|
$19,475
0.01% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Feb 14, 2025 Q4 2024 |
37
shares
|
$18,963
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
35
shares
|
$17,938
0.01% of portfolio
|
Q2 2024
Reduced 22.22%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
35
shares
|
$17,938
0.0% of portfolio
|
Q3 2021
Reduced 74.82%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
35
shares
|
$17,938
0.01% of portfolio
|
Q3 2024
Added 29.63%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
35
shares
|
$17,938
0.0% of portfolio
|
Q4 2024
Added 75.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
34
shares
|
$17,425
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
33
shares
|
$16,913
0.0% of portfolio
|
Q4 2024
Reduced 60.71%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
33
shares
|
$16,913
0.0% of portfolio
|
Q4 2024
Added 32.0%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
32
shares
|
$16,400
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
32
shares
|
$16,400
0.0% of portfolio
|
Q4 2024
Added 255.56%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
30
shares
|
$15,375
0.0% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
29
shares
|
$14,863
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
29
shares
|
$14,863
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
26
shares
|
$13,325
0.0% of portfolio
|
Q4 2023
Reduced 3.7%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
26
shares
|
$13,325
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
26
shares
|
$13,325
0.01% of portfolio
|
Q2 2024
Reduced 25.71%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
26
shares
|
$13,325
0.0% of portfolio
|
Q4 2024
Added 73.33%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
25
shares
|
$12,813
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
25
shares
|
$12,813
0.0% of portfolio
|
Q3 2024
Added 92.31%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
24
shares
|
$12,300
0.0% of portfolio
|
Q2 2024
Added 140.0%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
22
shares
|
$11,275
0.0% of portfolio
|
Q2 2024
Reduced 29.03%
|