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 |
|---|---|---|---|---|---|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
40,097
shares
|
$13.8 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Dudley & Shanley, Inc.
|
Oct 08, 2025 Q3 2025 |
39,370
shares
|
$13.5 Million
2.64% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Bath Savings Trust CO
|
Oct 09, 2025 Q3 2025 |
38,990
shares
|
$13.4 Million
1.57% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Grace & White Inc
|
Oct 23, 2025 Q3 2025 |
38,983
shares
|
$13.4 Million
3.51% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Deka Bank Deutsche Girozentrale
|
Nov 03, 2025 Q3 2025 |
38,869
shares
|
$13.3 Million
0.03% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
La Fleur & Godfrey LLC
|
Nov 10, 2025 Q3 2025 |
38,419
shares
|
$13.2 Million
1.91% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Nov 14, 2025 Q3 2025 |
38,360
shares
|
$13.2 Million
0.66% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
37,808
shares
|
$13 Million
0.02% of portfolio
|
Q3 2025
Added 89.15%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
37,209
shares
|
$12.8 Million
0.51% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
Nov 07, 2025 Q3 2025 |
36,830
shares
|
$12.6 Million
0.82% of portfolio
|
Q3 2025
Added 88.28%
|
|
|
Amundi
Paris, I0 |
Nov 14, 2025 Q3 2025 |
36,422
shares
|
$12.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 24.31%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Nov 14, 2025 Q3 2025 |
35,980
shares
|
$12.3 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
35,703
shares
|
$12.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 29.22%
|
|
|
New York State Teachers Retirement System
|
Oct 24, 2025 Q3 2025 |
35,211
shares
|
$12.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
35,188
shares
|
$12.1 Million
0.02% of portfolio
|
Q3 2025
Added 1035.83%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
34,975
shares
|
$12 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.28%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 12, 2025 Q3 2025 |
34,000
shares
|
$11.7 Million
1.8% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
33,753
shares
|
$11.6 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
33,569
shares
|
$11.5 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
33,566
shares
|
$11.5 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
32,978
shares
|
$11.3 Million
0.01% of portfolio
|
Q3 2025
Added 12.22%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 12, 2025 Q3 2025 |
32,842
shares
|
$11.3 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
32,625
shares
|
$11.2 Million
0.04% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Wendell David Associates Inc
|
Oct 30, 2025 Q3 2025 |
32,083
shares
|
$11 Million
1.28% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
31,904
shares
|
$10.9 Million
0.0% of portfolio
|
Q3 2025
Added 3.55%
|
|