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 |
|---|---|---|---|---|---|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
12,682
shares
|
$6.3 Million
0.01% of portfolio
|
Q2 2023
Added 203.98%
|
|
|
Yousif Capital Management, LLC
|
Jan 27, 2025 Q4 2024 |
12,620
shares
|
$6.27 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
State Of New Jersey Common Pension Fund D
|
Jan 31, 2025 Q4 2024 |
12,597
shares
|
$6.26 Million
0.02% of portfolio
|
Q2 2024
Reduced 34.06%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
12,477
shares
|
$6.2 Million
0.02% of portfolio
|
Q4 2024
Added 351.57%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Feb 11, 2025 Q4 2024 |
12,422
shares
|
$6.17 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
12,134
shares
|
$6.03 Million
0.01% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
12,115
shares
|
$6.02 Million
0.16% of portfolio
|
Q2 2023
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
12,053
shares
|
$5.99 Million
0.05% of portfolio
|
Q4 2024
Reduced 12.12%
|
|
|
Asset Management One Co., Ltd.
|
Jan 30, 2025 Q4 2024 |
11,859
shares
|
$5.89 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
11,835
shares
|
$5.88 Million
0.1% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Feb 11, 2025 Q4 2024 |
11,800
shares
|
$5.86 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
11,640
shares
|
$5.79 Million
0.21% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
11,624
shares
|
$5.78 Million
0.0% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
11,583
shares
|
$5.76 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
11,532
shares
|
$5.73 Million
0.15% of portfolio
|
Q4 2024
Added 11.56%
|
|
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
11,257
shares
|
$5.59 Million
0.03% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
11,201
shares
|
$5.57 Million
0.01% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Holocene Advisors, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
11,183
shares
|
$5.56 Million
0.02% of portfolio
|
Q4 2024
Added 173.29%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
11,100
shares
|
$5.52 Million
0.4% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Buckhead Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
11,050
shares
|
$5.49 Million
1.75% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
10,677
shares
|
$5.31 Million
0.4% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
10,665
shares
|
$5.3 Million
0.05% of portfolio
|
Q4 2024
Added 81.53%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
10,433
shares
|
$5.19 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
10,360
shares
|
$5.15 Million
0.02% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
10,316
shares
|
$5.13 Million
0.09% of portfolio
|
Q4 2024
Reduced 14.63%
|