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Watsco (WSO) Institutional Ownership

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$401.74 -6.93 (-1.70%)
Closing price 03:59 PM Eastern
Extended Trading
$401.92 +0.19 (+0.05%)
As of 06:47 PM Eastern
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Institutional Ownership Changes (13F Filings) for Watsco (NYSE:WSO)

Current
Institutional Ownership
Percentage
89.71%
Number of
Institutional Buyers
(last 12 months)
575
Total
Institutional Inflows
(last 12 months)
$2.65B
Number of
Institutional Sellers
(last 12 months)
419
Total
Institutional Outflows
(last 12 months)
$1.83B
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Skip Chart & View Institutional Buying and Selling Data

WSO Institutional Buying and Selling by Quarter

Watsco Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2025 Orion Porfolio Solutions LLC7,104$3.14M0.0%+2.3%0.018%
8/26/2025 Thrivent Financial for Lutherans24,884$10.99M0.0%-27.1%0.061%
8/18/2025 Geneos Wealth Management Inc.237$105K0.0%-66.7%0.001%
8/18/2025 Caxton Associates LLP1,616$714K0.0%N/A0.004%
8/16/2025 Parr Mcknight Wealth Management Group LLC2,532$1.12M0.2%N/A0.006%
8/16/2025 FORA Capital LLC4,885$2.16M0.2%N/A0.012%
8/16/2025 Evergreen Capital Management LLC724$320K0.0%-42.0%0.002%
8/16/2025 Headlands Technologies LLC275$121K0.0%N/A0.001%
8/15/2025 CANADA LIFE ASSURANCE Co74,196$32.80M0.1%+13.4%0.183%
8/15/2025 Howland Capital Management LLC110,429$48.77M2.0%-3.8%0.273%
8/15/2025 Corient Private Wealth LLC296,170$130.80M0.2%+106.4%0.731%
8/15/2025 Kensington Investment Counsel LLC19,488$8.61M3.7%+1.8%0.048%
8/15/2025 Captrust Financial Advisors389,104$171.84M0.4%+0.3%0.961%
8/15/2025 Vident Advisory LLC2,097$926K0.0%+10.8%0.005%
8/15/2025 Two Sigma Securities LLC6,366$2.81M0.3%+106.9%0.016%
8/15/2025 Tidal Investments LLC666$294K0.0%-30.6%0.002%
8/15/2025 Redwood Investment Management LLC3,094$1.37M0.1%N/A0.008%
8/15/2025 Oxford Asset Management LLP780$344K0.1%N/A0.002%
8/15/2025 Orion Porfolio Solutions LLC7,104$3.14M0.0%+2.3%0.018%
8/15/2025 Man Group plc3,375$1.49M0.0%-77.8%0.008%
8/15/2025 Meiji Yasuda Asset Management Co Ltd.1,534$677K0.0%-20.3%0.004%
8/15/2025 Modern Wealth Management LLC783$346K0.0%+5.2%0.002%
8/15/2025 HRT Financial LP12,477$5.51M0.0%+248.8%0.031%
8/15/2025 Holocene Advisors LP56,486$24.95M0.1%+844.7%0.139%
8/15/2025 Great Valley Advisor Group Inc.599$264K0.0%-47.3%0.001%
8/15/2025 Engineers Gate Manager LP31,309$13.83M0.2%+4,285.0%0.077%
8/15/2025 Curi Capital LLC72,894$32.19M0.6%-4.3%0.180%
8/15/2025 Benjamin Edwards Inc.128,440$56.72M0.7%+1.9%0.317%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S1,828$807K0.0%+10.3%0.005%
8/15/2025 BNP Paribas Financial Markets13,318$5.88M0.0%-20.5%0.033%
8/15/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp5,477$2.42M0.0%-17.8%0.014%
8/15/2025 Brevan Howard Capital Management LP1,504$664K0.0%-79.7%0.004%
8/15/2025 Ameriprise Financial Inc.38,981$17.22M0.0%-0.8%0.096%
8/15/2025 AQR Capital Management LLC45,655$19.89M0.0%+41.7%0.113%
8/14/2025 Alamea Verwaltungs GmbH1,270$561K0.4%+21.5%0.003%
8/14/2025 Jane Street Group LLC89,115$39.36M0.0%+154.2%0.220%
8/14/2025 California State Teachers Retirement System55,226$24.39M0.0%+6.6%0.136%
8/14/2025 Worldquant Millennium Advisors LLC49,538$21.88M0.1%-7.0%0.122%
8/14/2025 Quantinno Capital Management LP6,398$2.83M0.0%-29.0%0.016%
8/14/2025 Diversify Wealth Management LLC1,291$545K0.0%-4.9%0.003%
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8/14/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main5,425$2.40M0.0%-78.4%0.013%
8/14/2025 Diversify Advisory Services LLC523$221K0.0%+12.0%0.001%
8/14/2025 Alliancebernstein L.P.48,348$21.35M0.0%-1.3%0.119%
8/14/2025 Ilex Capital Partners UK LLP2,807$1.24M0.0%N/A0.007%
8/14/2025 ICW Investment Advisors LLC919$406K0.2%+8.1%0.002%
8/14/2025 Treasurer of the State of North Carolina16,258$7.18M0.0%+2.8%0.040%
8/14/2025 The Manufacturers Life Insurance Company 21,167$9.35M0.0%-1.3%0.052%
8/14/2025 Squarepoint Ops LLC84,330$37.24M0.0%-48.3%0.208%
8/14/2025 Sei Investments Co.50,442$22.28M0.0%+7.6%0.125%
8/14/2025 Dearborn Partners LLC86,057$38.00M1.8%+10.9%0.212%
8/14/2025 NewEdge Advisors LLC3,084$1.36M0.0%-4.0%0.008%
8/14/2025 Southernsun Asset Management LLC14,334$6.33M0.9%+0.5%0.035%
8/14/2025 Investment Management Corp of Ontario901$398K0.0%-10.0%0.002%
8/14/2025 2Xideas AG15,000$6.62M1.1%+11.6%0.037%
8/14/2025 Lombard Odier Asset Management USA Corp8,493$3.75M0.3%+181.5%0.021%
8/14/2025 State Street Corp1,221,526$539.45M0.0%-1.3%3.015%
8/14/2025 Ossiam592$261K0.0%+129.5%0.001%
8/14/2025 Bank of Nova Scotia1,297$573K0.0%+95.0%0.003%
8/14/2025 Baker Avenue Asset Management LP1,608$710K0.0%+8.4%0.004%
8/14/2025 California Public Employees Retirement System44,165$19.50M0.0%-19.1%0.109%
8/14/2025 Cerity Partners LLC7,165$3.16M0.0%-17.5%0.018%
8/14/2025 Federated Hermes Inc.2,944$1.30M0.0%-3.1%0.007%
8/13/2025 Cresset Asset Management LLC6,501$2.87M0.0%-11.0%0.016%
8/13/2025 Brown Advisory Inc.9,898$4.37M0.0%+28.2%0.024%
8/13/2025 Amundi48,118$21.97M0.0%+82.6%0.119%
8/13/2025 Marshall Wace LLP17,025$7.52M0.0%-78.4%0.042%
8/13/2025 Annandale Capital LLC4,109$1.82M0.1%+36.6%0.010%
8/13/2025 Baird Financial Group Inc.107,702$47.56M0.1%-0.2%0.266%
8/13/2025 First Trust Advisors LP107,029$47.27M0.0%-7.2%0.264%
8/13/2025 Guggenheim Capital LLC10,368$4.58M0.0%+0.9%0.026%
8/13/2025 EverSource Wealth Advisors LLC4,147$1.83M0.1%-18.2%0.010%
8/13/2025 Invesco Ltd.69,235$30.58M0.0%-36.9%0.171%
8/13/2025 CW Advisors LLC933$412K0.0%-65.4%0.002%
8/13/2025 Quantbot Technologies LP21,662$9.57M0.2%+533.9%0.053%
8/13/2025 M&T Bank Corp1,289$569K0.0%-6.7%0.003%
8/13/2025 Boston Family Office LLC835$369K0.0%N/A0.002%
8/13/2025 River Road Asset Management LLC5,444$2.46M0.0%+1.5%0.013%
8/13/2025 BLI Banque de Luxembourg Investments28,200$12.31M0.4%-6.0%0.070%
8/13/2025 Lido Advisors LLC1,129$499K0.0%+7.3%0.003%
8/13/2025 Berry Wealth Group LP690$305K0.2%+8.2%0.002%
8/13/2025 New York State Common Retirement Fund17,548$7.75M0.0%-0.6%0.043%
8/13/2025 Schroder Investment Management Group2,627$1.16M0.0%-47.1%0.006%
8/13/2025 Skandinaviska Enskilda Banken AB publ 10,753$4.75M0.0%+46.4%0.027%
8/13/2025 Neuberger Berman Group LLC524,779$231.75M0.2%-6.2%1.294%
8/13/2025 Norges Bank192,079$84.83M0.0%N/A0.474%
8/13/2025 Quadrature Capital Ltd1,008$445K0.0%N/A0.002%
8/13/2025 Hsbc Holdings PLC13,787$6.07M0.0%-41.6%0.034%
8/13/2025 Level Four Advisory Services LLC5,285$2.33M0.1%-1.9%0.013%
8/13/2025 Northwestern Mutual Wealth Management Co.789$348K0.0%-10.1%0.002%
8/13/2025 State Board of Administration of Florida Retirement System37,441$16.54M0.0%+3.6%0.092%
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8/13/2025 Korea Investment CORP25,625$11.32M0.0%+12.5%0.063%
8/13/2025 Quadrant Capital Group LLC783$346K0.0%-62.4%0.002%
8/13/2025 Employees Retirement System of Texas5,718$2.53M0.0%N/A0.014%
8/13/2025 Choreo LLC4,151$1.83M0.0%+8.1%0.010%
8/13/2025 Northwest & Ethical Investments L.P.4,434$1.96M0.0%N/A0.011%
8/13/2025 Russell Investments Group Ltd.40,198$17.75M0.0%-1.3%0.099%
8/12/2025 Inceptionr LLC1,944$859K0.2%N/A0.005%
8/12/2025 SlateStone Wealth LLC2,402$1.06M0.1%+9.8%0.006%
8/12/2025 Advisors Asset Management Inc.6,258$2.76M0.0%+1.0%0.015%
8/12/2025 Laurel Wealth Advisors LLC49,020$21.65M0.0%+44,062.2%0.121%
(Data available from 1/1/2016 forward)

WSO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WSO shares?

During the previous two years, 872 institutional investors and hedge funds held shares of Watsco. The most heavily invested institutionals were FMR LLC ($1.64B), Vanguard Group Inc. ($1.58B), Kayne Anderson Rudnick Investment Management LLC ($791.73M), Charles Schwab Investment Management Inc. ($656.04M), State Street Corp ($539.45M), Baillie Gifford & Co. ($518.01M), and Blair William & Co. IL ($356.24M).Learn more on Watsco's institutional investors.

What percentage of Watsco's stock is owned by institutional investors?

89.71% of Watsco's stock is owned by institutional investors. Learn more on WSO's institutional investor holdings.

Which institutional investors have been buying Watsco's stock?

Of the 739 institutional investors that purchased Watsco's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($682.03K), GAMMA Investing LLC ($478.20K), International Assets Investment Management LLC ($437.90K), FMR LLC ($346.47K), Charles Schwab Investment Management Inc. ($304.42K), Lord Abbett & CO. LLC ($301.59K), and Proficio Capital Partners LLC ($268.43K).

How much institutional buying is happening at Watsco?

Institutional investors have bought a total of 5,524,213 shares in the last 24 months. This purchase volume represents approximately $2.65B in transactions.

Which of Watsco's major shareholders have been selling company stock?

Of the 419 institutional investors that sold Watsco's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Baillie Gifford & Co. ($400.74K), International Assets Investment Management LLC ($233.12K), Mitsubishi UFJ Trust & Banking Corp ($221.95K), Barclays PLC ($221.22K), Wellington Management Group LLP ($193.77K), JPMorgan Chase & Co. ($153.04K), and FMR LLC ($152.92K).

How much institutional selling is happening at Watsco?

Institutional investors have sold a total of 3,844,674 shares in the last 24 months. This volume of shares sold represents approximately $1.83B in transactions.


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This page (NYSE:WSO) was last updated on 8/28/2025 by MarketBeat.com Staff
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