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 |
|---|---|---|---|---|---|
|
Met Life Investment Management, LLC
Whippany, NJ |
Feb 13, 2025 Q4 2024 |
19,631
shares
|
$9.76 Million
0.05% of portfolio
|
Q4 2024
Added 9.19%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Feb 12, 2025 Q4 2024 |
19,169
shares
|
$9.53 Million
0.12% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
19,010
shares
|
$9.45 Million
0.06% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Kensington Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
18,452
shares
|
$9.17 Million
3.66% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
18,398
shares
|
$9.14 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Feb 12, 2025 Q4 2024 |
18,333
shares
|
$9.11 Million
0.09% of portfolio
|
Q4 2024
Reduced 15.61%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
18,266
shares
|
$9.08 Million
0.81% of portfolio
|
Q4 2024
Added 7911.4%
|
|
|
Arcadia Investment Management Corp
|
Feb 03, 2025 Q4 2024 |
18,187
shares
|
$9.04 Million
1.38% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Feb 10, 2025 Q4 2024 |
18,075
shares
|
$8.98 Million
0.04% of portfolio
|
Q4 2024
Reduced 20.37%
|
|
|
Regents Gate Capital LLP
London, X0 |
Jan 29, 2025 Q4 2024 |
17,887
shares
|
$8.89 Million
3.36% of portfolio
|
Q4 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
17,880
shares
|
$8.89 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
17,800
shares
|
$8.85 Million
0.01% of portfolio
|
Q4 2024
Added 278.72%
|
|
|
Ipswich Investment Management Co., Inc.
|
Feb 03, 2025 Q4 2024 |
17,540
shares
|
$8.72 Million
2.06% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
17,527
shares
|
$8.71 Million
0.86% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Man Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
17,474
shares
|
$8.68 Million
0.02% of portfolio
|
Q4 2024
Added 26.75%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Jan 27, 2025 Q4 2024 |
17,450
shares
|
$8.67 Million
1.72% of portfolio
|
Q4 2024
Added 29.48%
|
|
|
Amalgamated Bank
New York, NY |
Feb 04, 2025 Q4 2024 |
16,994
shares
|
$8.45 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
16,855
shares
|
$8.38 Million
0.01% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
16,721
shares
|
$8.31 Million
1.19% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Southernsun Asset Management, LLC
Memphis, TN |
Feb 14, 2025 Q4 2024 |
16,680
shares
|
$8.29 Million
0.98% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
16,500
shares
|
$8.2 Million
0.13% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
16,355
shares
|
$8.13 Million
0.28% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Feb 03, 2025 Q4 2024 |
16,270
shares
|
$8.09 Million
2.0% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
16,258
shares
|
$8.08 Million
0.74% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Feb 12, 2025 Q4 2024 |
16,110
shares
|
$8.01 Million
0.01% of portfolio
|
Q4 2024
Added 2.1%
|