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 |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
21
shares
|
$10,762
0.0% of portfolio
|
Q1 2023
Reduced 25.0%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
21
shares
|
$10,762
0.0% of portfolio
|
Q2 2024
Reduced 19.23%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
21
shares
|
$10,762
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
20
shares
|
$10,250
0.0% of portfolio
|
Q3 2022
Reduced 78.72%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
20
shares
|
$10,250
0.0% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
20
shares
|
$10,250
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
20
shares
|
$10,250
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
20
shares
|
$10,250
0.0% of portfolio
|
Q3 2022
Reduced 78.72%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
20
shares
|
$10,250
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
19
shares
|
$9,737
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
19
shares
|
$9,737
0.0% of portfolio
|
Q4 2024
Reduced 76.25%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
18
shares
|
$9,225
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
18
shares
|
$9,225
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
17
shares
|
$8,712
0.0% of portfolio
|
Q4 2024
Added 1600.0%
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
16
shares
|
$8,200
0.0% of portfolio
|
Q4 2024
Reduced 95.17%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
16
shares
|
$8,200
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Feb 14, 2025 Q4 2024 |
15
shares
|
$7,687
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
15
shares
|
$7,687
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
14
shares
|
$7,175
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
14
shares
|
$7,175
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
13
shares
|
$6,662
0.0% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
13
shares
|
$6,662
0.0% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
13
shares
|
$6,662
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
12
shares
|
$6,150
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
11
shares
|
$5,637
0.0% of portfolio
|
Q2 2024
New holding
|