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 |
|---|---|---|---|---|---|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 14, 2025 Q3 2025 |
12,684
shares
|
$4.35 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.91%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
12,682
shares
|
$4.35 Million
0.01% of portfolio
|
Q2 2023
Added 203.98%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Oct 23, 2025 Q3 2025 |
12,400
shares
|
$4.25 Million
0.02% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
12,281
shares
|
$4.21 Million
0.02% of portfolio
|
Q3 2025
Reduced 28.57%
|
|
|
Canal Capital Management, LLC
|
Sep 19, 2025 Q2 2025 |
12,236
shares
|
$4.2 Million
0.88% of portfolio
|
Q2 2025
New holding
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
12,115
shares
|
$4.16 Million
0.16% of portfolio
|
Q2 2023
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
11,898
shares
|
$4.08 Million
0.01% of portfolio
|
Q3 2025
Reduced 17.44%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
11,809
shares
|
$4.05 Million
0.01% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
11,794
shares
|
$4.05 Million
0.1% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
11,715
shares
|
$4.02 Million
0.28% of portfolio
|
Q3 2025
Added 145.29%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
11,671
shares
|
$4 Million
0.01% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
11,646
shares
|
$4 Million
0.0% of portfolio
|
Q3 2025
Reduced 37.76%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
11,614
shares
|
$3.98 Million
0.71% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
State Of New Jersey Common Pension Fund D
|
Nov 07, 2025 Q3 2025 |
11,516
shares
|
$3.95 Million
0.02% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
11,452
shares
|
$3.93 Million
0.01% of portfolio
|
Q3 2025
Added 31.48%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
11,428
shares
|
$3.92 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Yousif Capital Management, LLC
|
Oct 14, 2025 Q3 2025 |
11,377
shares
|
$3.9 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.35%
|
|
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
Oct 31, 2025 Q3 2025 |
11,189
shares
|
$3.84 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.85%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
11,035
shares
|
$3.79 Million
0.07% of portfolio
|
Q3 2025
Reduced 13.12%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
10,889
shares
|
$3.74 Million
0.24% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
10,821
shares
|
$3.71 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Buckhead Capital Management LLC
|
Oct 09, 2025 Q3 2025 |
10,737
shares
|
$3.68 Million
1.66% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
10,709
shares
|
$3.67 Million
0.01% of portfolio
|
Q3 2025
Added 217.3%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
10,559
shares
|
$3.62 Million
0.01% of portfolio
|
Q3 2025
Added 357.3%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
10,512
shares
|
$3.61 Million
0.05% of portfolio
|
Q3 2025
Added 5.46%
|
|