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 32.4 Million shares, which have been reported (via 13F filing form) to have a value of $16.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
62,687
shares
|
$31.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
62,400
shares
|
$31 Million
0.05% of portfolio
|
Q4 2024
Added 134.59%
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
61,000
shares
|
$30.3 Million
1.12% of portfolio
|
Q2 2024
Added 8.93%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
59,288
shares
|
$29.5 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Pembroke Management, LTD
|
Jan 31, 2025 Q4 2024 |
59,241
shares
|
$29.4 Million
3.59% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Fenimore Asset Management Inc
|
Jan 21, 2025 Q4 2024 |
58,180
shares
|
$28.9 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Feb 12, 2025 Q4 2024 |
56,725
shares
|
$28.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Eulav Asset Management
|
Jan 28, 2025 Q4 2024 |
55,900
shares
|
$27.8 Million
0.64% of portfolio
|
Q4 2024
Added 14.31%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
54,970
shares
|
$27.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.69%
|
|
|
Retirement Systems Of Alabama
|
Jan 27, 2025 Q4 2024 |
54,498
shares
|
$27.1 Million
0.1% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
54,410
shares
|
$27 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
Feb 04, 2025 Q4 2024 |
53,300
shares
|
$26.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Feb 12, 2025 Q4 2024 |
53,206
shares
|
$26.4 Million
1.36% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
52,550
shares
|
$26.1 Million
0.02% of portfolio
|
Q4 2024
Added 224.0%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
52,464
shares
|
$26.1 Million
0.06% of portfolio
|
Q4 2024
Reduced 29.62%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
52,372
shares
|
$26 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Mar 18, 2025 Q4 2024 |
51,597
shares
|
$25.6 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
49,916
shares
|
$24.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
49,882
shares
|
$24.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
46,900
shares
|
$23.3 Million
0.39% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Jan 06, 2025 Q4 2024 |
46,639
shares
|
$23.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
46,596
shares
|
$23.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
44,743
shares
|
$22.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 51.17%
|
|
|
Bath Savings Trust CO
|
Jan 07, 2025 Q4 2024 |
39,529
shares
|
$19.6 Million
1.94% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Grace & White Inc
|
Jan 29, 2025 Q4 2024 |
39,200
shares
|
$19.5 Million
4.35% of portfolio
|
Q4 2024
Reduced 1.88%
|