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Watsco (WSO) Institutional Ownership

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$472.80 +11.63 (+2.52%)
Closing price 05/2/2025 03:59 PM Eastern
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$473.30 +0.50 (+0.11%)
As of 05/2/2025 07:55 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)
493
Total
Institutional Inflows
(last 12 months)
$2.19B
Number of
Institutional Sellers
(last 12 months)
390
Total
Institutional Outflows
(last 12 months)
$1.61B
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WSO Institutional Buying and Selling by Quarter

Watsco Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Forum Financial Management LP539$274K0.0%+6.9%0.001%
5/2/2025Mayflower Financial Advisors LLC1,422$723K0.1%-5.4%0.004%
5/2/2025Welch & Forbes LLC212,257$107.89M1.4%-0.9%0.525%
5/2/2025Cullen Frost Bankers Inc.400$203K0.0%+7.2%0.001%
5/2/2025Victory Capital Management Inc.23,936$12.17M0.0%-10.6%0.059%
5/2/2025Larson Financial Group LLC1,270$646K0.0%+58.6%0.003%
5/2/2025PAX Financial Group LLC921$468K0.1%N/A0.002%
5/2/2025Patrick Mauro Investment Advisor INC.25,057$12.74M7.0%-1.7%0.062%
5/2/2025Whittier Trust Co.337$171K0.0%+70.2%0.001%
5/2/2025Massachusetts Financial Services Co. MA1,983$1.01M0.0%-20.3%0.005%
5/2/2025Dakota Wealth Management566$288K0.0%-24.7%0.001%
5/2/2025TimesSquare Capital Management LLC63,075$32.06M0.5%-30.2%0.156%
5/2/2025Sumitomo Life Insurance Co.1,353$688K0.0%N/A0.003%
5/2/2025Signaturefd LLC666$339K0.0%+12.3%0.002%
5/1/2025 Cutter & CO Brokerage Inc.15,020$7.64M1.8%+9.1%0.037%
5/1/2025 BHK Investment Advisors LLC1,296$659K0.3%-11.3%0.003%
5/1/2025 LRI Investments LLC290$148K0.0%-38.6%0.001%
5/1/2025 Wilkinson Global Asset Management LLC87,168$44.31M2.8%+0.0%0.216%
5/1/2025 Marks Group Wealth Management Inc17,940$9.12M0.9%+2.4%0.044%
5/1/2025 Louisiana State Employees Retirement System9,800$4.98M0.1%+1.0%0.024%
5/1/2025 Schechter Investment Advisors LLC2,899$1.47M0.1%-19.3%0.007%
5/1/2025 New York State Common Retirement Fund17,648$8.97M0.0%-46.9%0.044%
5/1/2025 Mutual of America Capital Management LLC17,925$9.11M0.1%-2.6%0.044%
5/1/2025 BankPlus Trust Department458$233K0.1%-6.3%0.001%
5/1/2025 Arizona State Retirement System10,073$5.12M0.0%-0.3%0.025%
5/1/2025 Ballentine Partners LLC810$412K0.0%N/A0.002%
5/1/2025 Freedom Day Solutions LLC6,894$3.50M1.1%-5.6%0.017%
5/1/2025 Diversify Wealth Management LLC1,358$690K0.1%-8.3%0.003%
5/1/2025 Xponance Inc.5,985$3.04M0.0%+1.2%0.015%
4/30/2025 State of Michigan Retirement System8,383$4.26M0.0%+1.2%0.021%
4/30/2025 Cerity Partners LLC8,683$4.41M0.0%+1.2%0.021%
4/30/2025 Hunter Associates Investment Management LLC6,240$3.17M0.5%-2.6%0.015%
4/30/2025 Vision Capital Management Inc.17,849$9.07M1.3%+6.7%0.044%
4/30/2025 Allworth Financial LP320$163K0.0%+17.6%0.001%
4/30/2025 Bridges Investment Management Inc.4,168$2.12M0.0%+67.1%0.010%
4/30/2025 Nisa Investment Advisors LLC17,490$8.89M0.0%-2.2%0.043%
4/30/2025 Axxcess Wealth Management LLC1,204$612K0.0%-13.4%0.003%
4/30/2025 Regents Gate Capital LLP1,605$816K0.3%-91.0%0.004%
4/30/2025 Arcadia Investment Management Corp MI17,888$9.09M1.6%-1.6%0.044%
4/30/2025 DekaBank Deutsche Girozentrale38,830$19.14M0.0%-0.1%0.096%
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4/30/2025 Valeo Financial Advisors LLC1,056$537K0.0%+2.3%0.003%
4/30/2025 M&T Bank Corp1,381$702K0.0%-18.1%0.003%
4/30/2025 Stratos Wealth Partners LTD.24,004$12.20M0.2%+3.8%0.059%
4/30/2025 Stratos Investment Management LLC517$263K0.0%+16.7%0.001%
4/30/2025 Brown Advisory Inc.7,722$3.93M0.0%+129.3%0.019%
4/30/2025 Crossmark Global Holdings Inc.2,059$1.05M0.0%-11.6%0.005%
4/30/2025 Fullcircle Wealth LLC470$239K0.1%N/A0.001%
4/29/2025 Centennial Bank AR 2,464$1.25M0.6%-2.2%0.006%
4/29/2025 TD Private Client Wealth LLC4,842$2.46M0.1%-2.8%0.012%
4/29/2025 Capital Advisors Inc. OK59,909$30.45M0.6%+1.0%0.148%
4/29/2025 Envestnet Asset Management Inc.268,284$136.37M0.0%+3.1%0.664%
4/29/2025 Penserra Capital Management LLC707$358K0.0%-7.8%0.002%
4/29/2025 Adell Harriman & Carpenter Inc.945$480K0.0%+3.5%0.002%
4/29/2025 Concurrent Investment Advisors LLC2,393$1.22M0.0%-3.9%0.006%
4/29/2025 HM Payson & Co.510$259K0.0%+24.4%0.001%
4/29/2025 Bank of New York Mellon Corp328,303$166.88M0.0%-4.0%0.813%
4/29/2025 IFM Investors Pty Ltd7,356$3.62M0.0%+5.9%0.018%
4/29/2025 OneDigital Investment Advisors LLC523$266K0.0%N/A0.001%
4/29/2025 Checchi Capital Advisers LLC735$374K0.0%+5.6%0.002%
4/28/2025 North Capital Inc.255$130K0.1%N/A0.001%
4/28/2025 D.A. Davidson & CO.9,638$4.90M0.0%+5.5%0.024%
4/28/2025 Principal Financial Group Inc.85,964$43.70M0.0%+1.4%0.213%
4/28/2025 Mutual Advisors LLC900$457K0.0%+5.3%0.002%
4/28/2025 Teacher Retirement System of Texas5,092$2.59M0.0%N/A0.013%
4/28/2025 First Horizon Advisors Inc.569$290K0.0%+4.6%0.001%
4/28/2025 Baskin Financial Services Inc.67,541$34.33M2.8%-0.2%0.167%
4/28/2025 WCM Investment Management LLC6,398$3.21M0.0%+3.3%0.016%
4/28/2025 Rossby Financial LCC64$33K0.0%N/A0.000%
4/28/2025 DAVENPORT & Co LLC324,796$164.45M1.0%-0.9%0.804%
4/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd21,630$11.00M0.1%+576.8%0.054%
4/25/2025 Koshinski Asset Management Inc.456$232K0.0%+7.8%0.001%
4/25/2025 WASHINGTON TRUST Co38,166$19.40M0.7%-2.1%0.094%
4/25/2025 Taylor Frigon Capital Management LLC3,953$2.01M1.2%-3.2%0.010%
4/25/2025 New York State Teachers Retirement System35,411$18.00M0.0%-4.6%0.088%
4/25/2025 Amalgamated Bank16,299$8.29M0.1%-4.1%0.040%
4/25/2025 KBC Group NV4,668$2.37M0.0%-25.3%0.012%
4/25/2025 Sumitomo Mitsui Trust Group Inc.68,220$34.68M0.0%-0.6%0.169%
4/24/2025 Confluence Wealth Services Inc.2,873$1.46M0.1%+4.7%0.007%
4/24/2025 Allspring Global Investments Holdings LLC60,575$30.99M0.1%-25.0%0.150%
4/24/2025 Highland Capital Management LLC554$282K0.0%N/A0.001%
4/24/2025 Elevated Capital Advisors LLC1,918$975K0.3%+5.3%0.005%
4/24/2025 Mascoma Wealth Management LLC175$89K0.0%-14.6%0.000%
4/24/2025 Schwartz Investment Counsel Inc.66,000$33.55M1.2%+8.2%0.163%
4/24/2025 Mirae Asset Global Investments Co. Ltd.28,570$14.34M0.0%+13.5%0.071%
4/24/2025 Achmea Investment Management B.V.17,949$9.12M0.1%+27.5%0.044%
4/24/2025 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA33,797$17.18M0.2%-2.3%0.084%
4/23/2025 Penobscot Investment Management Company Inc.400$203K0.0%N/A0.001%
4/23/2025 Sequoia Financial Advisors LLC682$347K0.0%-9.3%0.002%
4/23/2025 HBK Sorce Advisory LLC458$233K0.0%N/A0.001%
4/23/2025 Golden State Wealth Management LLC222$113K0.0%+109.4%0.001%
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4/23/2025 Mattern Capital Management LLC1,218$619K0.1%+5.0%0.003%
4/23/2025 Golden State Equity Partners1,530$778K0.2%-3.3%0.004%
4/23/2025 Berry Wealth Group LP638$324K0.3%+37.8%0.002%
4/23/2025 LaFleur & Godfrey LLC38,256$19.45M2.6%-1.0%0.095%
4/23/2025 Davidson Kahn Capital Management LLC1,436$730K0.6%+156.0%0.004%
4/23/2025 Asset Management One Co. Ltd.13,084$6.65M0.0%+10.3%0.032%
4/23/2025 GHP Investment Advisors Inc.6,082$3.09M0.1%-13.2%0.015%
4/23/2025 Oppenheimer & Co. Inc.10,094$5.13M0.1%+8.4%0.025%
4/23/2025 Oppenheimer Asset Management Inc.22,380$11.38M0.1%+7.7%0.055%
4/23/2025 Longboard Asset Management LP405$206K0.6%N/A0.001%
(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, 854 institutional investors and hedge funds held shares of Watsco. The most heavily invested institutionals were Vanguard Group Inc. ($1.71B), FMR LLC ($1.64B), Kayne Anderson Rudnick Investment Management LLC ($734.46M), Charles Schwab Investment Management Inc. ($649.96M), State Street Corp ($577.35M), Baillie Gifford & Co. ($520.37M), and Blair William & Co. IL ($365.34M).Learn more on WSO's institutional investors.

What percentage of Watsco stock is owned by institutional investors?

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

Which institutional investors have been buying Watsco stock?

Of the 716 institutional investors that purchased Watsco stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($526.72K), Norges Bank ($489.95K), GAMMA Investing LLC ($478.20K), International Assets Investment Management LLC ($437.94K), Lord Abbett & CO. LLC ($282.09K), Proficio Capital Partners LLC ($268.43K), and Vanguard Group Inc. ($253.55K).

How much institutional buying is happening at Watsco?

Institutional investors have bought a total of 9,116,918 shares in the last 24 months. This purchase volume represents approximately $3.92B in transactions.

Which Watsco major shareholders have been selling company stock?

Of the 504 institutional investors that sold Watsco stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Baillie Gifford & Co. ($1.08M), Balyasny Asset Management L.P. ($282.36K), International Assets Investment Management LLC ($233.17K), Barclays PLC ($221.22K), FMR LLC ($209.82K), Wellington Management Group LLP ($203.02K), and Westfield Capital Management Co. LP ($182.47K).

How much institutional selling is happening at Watsco?

Institutional investors have sold a total of 6,754,336 shares in the last 24 months. This volume of shares sold represents approximately $2.91B in transactions.



This page (NYSE:WSO) was last updated on 5/3/2025 by MarketBeat.com Staff
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