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 |
|---|---|---|---|---|---|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
20,073
shares
|
$6.89 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
19,957
shares
|
$6.85 Million
0.02% of portfolio
|
Q3 2025
Added 577.89%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
19,832
shares
|
$6.8 Million
0.09% of portfolio
|
Q3 2025
Reduced 9.23%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
19,242
shares
|
$6.6 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Kensington Investment Counsel, LLC
|
Nov 20, 2025 Q3 2025 |
19,200
shares
|
$6.59 Million
3.16% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
19,146
shares
|
$6.57 Million
1.36% of portfolio
|
Q3 2025
Added 30.61%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
19,043
shares
|
$6.53 Million
0.1% of portfolio
|
Q3 2025
Added 5.48%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
18,478
shares
|
$6.34 Million
0.93% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
18,407
shares
|
$6.32 Million
0.73% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Capital International, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
18,280
shares
|
$6.27 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
18,266
shares
|
$6.27 Million
0.61% of portfolio
|
Q4 2024
Added 7911.4%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2025 Q3 2025 |
17,939
shares
|
$6.16 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Korea Investment Corp
Seoul, M5 |
Nov 13, 2025 Q3 2025 |
17,385
shares
|
$5.97 Million
0.01% of portfolio
|
Q3 2025
Reduced 32.16%
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
17,322
shares
|
$5.94 Million
1.09% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Jain Global LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
17,230
shares
|
$5.91 Million
0.04% of portfolio
|
Q3 2025
Added 806.37%
|
|
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
Oct 31, 2025 Q3 2025 |
17,000
shares
|
$5.83 Million
0.64% of portfolio
|
Q3 2025
New holding
|
|
|
Ipswich Investment Management Co., Inc.
|
Oct 08, 2025 Q3 2025 |
16,862
shares
|
$5.79 Million
1.66% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 10, 2025 Q3 2025 |
16,855
shares
|
$5.78 Million
1.74% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
16,748
shares
|
$5.75 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
16,624
shares
|
$5.7 Million
0.23% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Southernsun Asset Management, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
16,256
shares
|
$5.58 Million
0.79% of portfolio
|
Q3 2025
Added 13.41%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
16,119
shares
|
$5.53 Million
0.07% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
16,067
shares
|
$5.51 Million
0.05% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Royal London Asset Management LTD
United Kingdom, X0 |
Nov 13, 2025 Q3 2025 |
15,999
shares
|
$5.49 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
15,986
shares
|
$5.49 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.04%
|
|