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 |
|---|---|---|---|---|---|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
38,999
shares
|
$19.4 Million
0.67% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Deka Bank Deutsche Girozentrale
|
Jan 29, 2025 Q4 2024 |
38,869
shares
|
$19.3 Million
0.03% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
La Fleur & Godfrey LLC
|
Feb 06, 2025 Q4 2024 |
38,634
shares
|
$19.2 Million
2.53% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
37,291
shares
|
$18.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
New York State Teachers Retirement System
|
Jan 30, 2025 Q4 2024 |
37,111
shares
|
$18.4 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Feb 10, 2025 Q4 2024 |
36,143
shares
|
$18 Million
0.03% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Axa S.A.
Paris, I0 |
Feb 14, 2025 Q4 2024 |
34,881
shares
|
$17.3 Million
0.05% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
34,587
shares
|
$17.2 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Feb 13, 2025 Q4 2024 |
34,227
shares
|
$17 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
34,153
shares
|
$17 Million
0.03% of portfolio
|
Q4 2024
Reduced 14.39%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
34,034
shares
|
$16.9 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
New York State Common Retirement Fund
|
Jan 31, 2025 Q4 2024 |
33,248
shares
|
$16.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.94%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
33,169
shares
|
$16.5 Million
0.1% of portfolio
|
Q4 2024
Added 2636.72%
|
|
|
Wendell David Associates Inc
|
Jan 17, 2025 Q4 2024 |
32,217
shares
|
$16 Million
1.51% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Feb 12, 2025 Q4 2024 |
31,985
shares
|
$15.9 Million
1.32% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
31,918
shares
|
$15.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.68%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
30,864
shares
|
$15.3 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
30,332
shares
|
$15.1 Million
0.01% of portfolio
|
Q1 2024
Added 6.69%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Feb 11, 2025 Q4 2024 |
29,936
shares
|
$14.9 Million
0.79% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
Feb 14, 2025 Q4 2024 |
28,500
shares
|
$14.2 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Group Foundation
|
Feb 06, 2025 Q4 2024 |
27,946
shares
|
$13.9 Million
0.21% of portfolio
|
Q4 2024
Added 11.84%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
27,789
shares
|
$13.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
27,557
shares
|
$13.7 Million
0.01% of portfolio
|
Q4 2024
Added 21.62%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
27,076
shares
|
$13.5 Million
0.13% of portfolio
|
Q4 2024
Added 37.95%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
26,760
shares
|
$13.3 Million
0.01% of portfolio
|
Q4 2024
Added 15.63%
|