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 |
|---|---|---|---|---|---|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
4
shares
|
$1,372
0.0% of portfolio
|
Q4 2024
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%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
3
shares
|
$1,029
0.0% of portfolio
|
Q3 2022
Reduced 80.0%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
3
shares
|
$1,029
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
2
shares
|
$686
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
2
shares
|
$686
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
2
shares
|
$686
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
2
shares
|
$686
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
2
shares
|
$686
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
2
shares
|
$686
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
2
shares
|
$686
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
2
shares
|
$686
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
2
shares
|
$686
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
2
shares
|
$686
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
1
shares
|
$343
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
1
shares
|
$343
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1
shares
|
$343
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
1
shares
|
$343
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1
shares
|
$343
0.0% of portfolio
|
Q3 2023
Reduced 95.24%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1
shares
|
$343
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
1
shares
|
$343
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
1
shares
|
$343
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
1
shares
|
$343
0.0% of portfolio
|
Q3 2025
Reduced 83.33%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
1
shares
|
$343
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
1
shares
|
$343
0.0% of portfolio
|
Q2 2025
New holding
|
|