Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 869 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 |
|---|---|---|---|---|---|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
8
shares
|
$2,744
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
7
shares
|
$2,401
0.0% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
7
shares
|
$2,401
0.0% of portfolio
|
Q2 2022
Reduced 91.25%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
7
shares
|
$2,401
0.0% of portfolio
|
Q3 2025
Added 133.33%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
6
shares
|
$2,058
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
6
shares
|
$2,058
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
6
shares
|
$2,058
0.0% of portfolio
|
Q4 2025
Added 500.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
5
shares
|
$1,715
0.0% of portfolio
|
Q3 2025
Reduced 66.67%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
5
shares
|
$1,715
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
5
shares
|
$1,715
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
5
shares
|
$1,715
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
4
shares
|
$1,372
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
4
shares
|
$1,372
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
4
shares
|
$1,372
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
4
shares
|
$1,372
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
4
shares
|
$1,372
0.0% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
4
shares
|
$1,372
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
4
shares
|
$1,372
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
3
shares
|
$1,029
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
3
shares
|
$1,029
0.0% of portfolio
|
Q3 2022
Reduced 80.0%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
3
shares
|
$1,029
0.0% of portfolio
|
Q4 2025
Reduced 85.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
2
shares
|
$686
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
2
shares
|
$686
0.0% of portfolio
|
Q4 2025
Reduced 60.0%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
2
shares
|
$686
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
2
shares
|
$686
0.0% of portfolio
|
Q3 2025
New holding
|
|