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 |
|---|---|---|---|---|---|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
15,977
shares
|
$5.48 Million
0.52% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
15,795
shares
|
$5.42 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.21%
|
|
|
Treasurer Of The State Of North Carolina
|
Nov 13, 2025 Q3 2025 |
15,645
shares
|
$5.37 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,480
shares
|
$5.31 Million
0.01% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
15,464
shares
|
$5.31 Million
0.05% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Nov 12, 2025 Q3 2025 |
15,398
shares
|
$5.28 Million
0.05% of portfolio
|
Q3 2025
Added 16.15%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,889
shares
|
$5.11 Million
0.04% of portfolio
|
Q3 2025
Added 17.97%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
14,686
shares
|
$5.04 Million
0.0% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Carderock Capital Management Inc
|
Oct 17, 2025 Q3 2025 |
14,499
shares
|
$4.97 Million
1.52% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
14,496
shares
|
$4.97 Million
0.02% of portfolio
|
Q3 2025
Added 126.57%
|
|
|
Marsico Capital Management LLC
Denver, CO |
Nov 12, 2025 Q3 2025 |
14,415
shares
|
$4.95 Million
0.16% of portfolio
|
Q4 2024
Reduced 24.07%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2025 Q3 2025 |
14,322
shares
|
$4.91 Million
0.01% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Nicholas Company, Inc.
|
Nov 12, 2025 Q3 2025 |
14,018
shares
|
$4.81 Million
0.1% of portfolio
|
Q3 2025
Added 8.26%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
13,639
shares
|
$4.68 Million
0.17% of portfolio
|
Q3 2025
Reduced 37.04%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Nov 12, 2025 Q3 2025 |
13,508
shares
|
$4.63 Million
0.07% of portfolio
|
Q3 2025
Reduced 65.54%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
13,239
shares
|
$4.54 Million
0.01% of portfolio
|
Q3 2025
Reduced 90.55%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
13,111
shares
|
$4.5 Million
0.06% of portfolio
|
Q3 2025
Added 9.01%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
13,071
shares
|
$4.48 Million
0.83% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Prospect Capital Advisors, LLC
Sausalito, CA |
Nov 14, 2025 Q3 2025 |
13,010
shares
|
$4.46 Million
2.85% of portfolio
|
Q3 2025
Added 31.95%
|
|
|
Mn Services Vermogensbeheer B.V.
|
Oct 31, 2025 Q3 2025 |
13,000
shares
|
$4.46 Million
0.03% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
12,981
shares
|
$4.45 Million
0.01% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Nov 14, 2025 Q3 2025 |
12,933
shares
|
$4.44 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
12,883
shares
|
$4.42 Million
0.01% of portfolio
|
Q3 2025
Reduced 21.8%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
12,859
shares
|
$4.41 Million
0.03% of portfolio
|
Q3 2025
Added 12.32%
|
|
|
Asset Management One Co., Ltd.
|
Oct 22, 2025 Q3 2025 |
12,757
shares
|
$4.38 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.8%
|
|