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Watsco (WSO) Institutional Ownership

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$415.90 -0.40 (-0.09%)
As of 10:33 AM 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)
547
Total
Institutional Inflows
(last 12 months)
$2.39B
Number of
Institutional Sellers
(last 12 months)
403
Total
Institutional Outflows
(last 12 months)
$1.63B
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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
8/8/2025PNC Financial Services Group Inc.14,388$6.35M0.0%+1.0%0.036%
8/8/2025Wealth Alliance LLC2,011$888K0.1%+1.8%0.005%
8/8/2025Forsta AP Fonden7,200$3.18M0.0%+2.9%0.018%
8/8/2025TimesSquare Capital Management LLC74,855$33.06M0.5%+18.7%0.185%
8/8/2025KBC Group NV4,700$2.08M0.0%+0.7%0.012%
8/8/2025Mitsubishi UFJ Trust & Banking Corp108,154$47.76M0.1%-29.4%0.267%
8/8/2025National Pension Service642$284K0.0%+339.7%0.002%
8/7/2025Pembroke Management LTD53,357$23.56M2.9%+51.8%0.132%
8/7/2025Vise Technologies Inc.642$284K0.0%N/A0.002%
8/7/2025Illinois Municipal Retirement Fund6,604$2.92M0.0%-19.6%0.016%
8/7/2025ProShare Advisors LLC1,546$683K0.0%+4.2%0.004%
8/7/2025Profund Advisors LLC769$340K0.0%-5.6%0.002%
8/7/2025King Luther Capital Management Corp135,032$59.63M0.3%+3.5%0.333%
8/7/2025Mirabaud Asset Management Ltd3,691$1.61M0.8%+37.2%0.009%
8/7/2025Sound View Wealth Advisors Group LLC698$308K0.0%-16.0%0.002%
8/7/2025Campbell & CO Investment Adviser LLC8,954$3.95M0.2%N/A0.022%
8/7/2025Connor Clark & Lunn Investment Management Ltd.4,671$2.06M0.0%-72.0%0.012%
8/7/2025Mitsubishi UFJ Asset Management Co. Ltd.29,386$12.98M0.0%+7.3%0.073%
8/7/2025Freemont Management S.A.3,600$1.59M0.2%+33.3%0.009%
8/7/2025Aviva PLC25,693$11.35M0.0%+2,042.9%0.063%
8/7/2025BHK Investment Advisors LLC1,471$650K0.3%+13.5%0.004%
8/6/2025 Prospera Financial Services Inc24,186$10.68M0.2%+2,549.1%0.060%
8/6/2025Summit Investment Advisors Inc.6,853$3.48M2.9%-1.8%0.017%
8/6/2025 AE Wealth Management LLC1,780$787K0.0%-92.7%0.004%
8/6/2025 Paradigm Asset Management Co. LLC600$265K0.1%N/A0.001%
8/6/2025 Fox Run Management L.L.C.3,049$1.35M0.2%+214.0%0.008%
8/6/2025 Vestmark Advisory Solutions Inc.11,602$5.12M0.1%-50.2%0.029%
8/6/2025 Savant Capital LLC742$328K0.0%+14.9%0.002%
8/6/2025 Middleton & Co. Inc. MA7,815$3.45M0.4%-2.1%0.019%
8/6/2025 Washington Trust Bank805$356K0.0%N/A0.002%
8/6/2025 Achmea Investment Management B.V.15,722$6.94M0.1%-12.4%0.039%
8/6/2025 Andra AP fonden39,200$17.31M0.2%+2,381.0%0.097%
8/6/2025 Anchor Capital Advisors LLC79,128$34.94M1.0%-3.2%0.195%
8/6/2025 Resona Asset Management Co. Ltd.11,759$5.19M0.0%+1.7%0.029%
8/6/2025 First Horizon Advisors Inc.491$217K0.0%-13.7%0.001%
8/6/2025 BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,285$567K0.0%+161.2%0.003%
8/5/2025 J. W. Coons Advisors LLC3,047$1.35M0.3%-1.0%0.008%
8/5/2025 Prosperity Consulting Group LLC10,158$4.49M0.3%-4.4%0.025%
8/5/2025 Huntington National Bank551$243K0.0%-6.1%0.001%
8/5/2025 Fullcircle Wealth LLC580$247K0.1%+23.4%0.001%
Altucher: Trump’s Great Gain is starting (Ad)

New Hampshire just launched a Strategic Crypto Reserve — and James Altucher says it’s the first sign that “Trump’s Great Gain” has officially begun. Altucher believes select cryptos could turn $900 into $108,000 over the next 12 months — and he’s laying out the full gameplan in a new presentation.

See Altucher’s Trump crypto prediction here
8/5/2025 Obermeyer Wealth Partners5,484$2.42M0.1%+0.8%0.014%
8/5/2025 Bank of New York Mellon Corp315,347$139.26M0.0%-3.9%0.778%
8/5/2025 Corton Capital Inc.503$222K0.3%N/A0.001%
8/5/2025 K.J. Harrison & Partners Inc8,060$3.56M0.6%-15.7%0.020%
8/5/2025 Hunter Associates Investment Management LLC4,590$2.02M0.3%-26.4%0.011%
8/5/2025 Bank of Montreal Can10,877$4.80M0.0%-7.4%0.027%
8/5/2025 Burney Co.960$424K0.0%-6.3%0.002%
8/5/2025 Nicholas Company Inc.12,948$5.72M0.1%+13.8%0.032%
8/5/2025 Versor Investments LP799$353K0.1%-76.5%0.002%
8/5/2025 Welch & Forbes LLC212,190$93.71M1.2%0.0%0.524%
8/5/2025 Sumitomo Life Insurance Co.2,088$922K0.1%+54.3%0.005%
8/5/2025 GHP Investment Advisors Inc.4,760$2.10M0.1%-21.7%0.012%
8/5/2025 Geneva Capital Management LLC74,320$32.82M0.5%+12.5%0.183%
8/4/2025 Integrity Alliance LLC.485$214K0.0%+8.7%0.001%
8/4/2025 UNIVEST FINANCIAL Corp5,286$2.33M0.1%-0.9%0.013%
8/4/2025 Buckhead Capital Management LLC10,438$4.61M1.8%-6.3%0.026%
8/4/2025 Simon Quick Advisors LLC1,004$443K0.0%+11.6%0.002%
8/4/2025 Amalgamated Bank16,061$7.09M0.1%-1.5%0.040%
8/4/2025 Atria Investments Inc9,252$4.09M0.0%+6.9%0.023%
8/4/2025 Retirement Systems of Alabama54,785$24.19M0.1%+0.5%0.135%
8/4/2025 Assetmark Inc.994$439K0.0%+51.8%0.002%
8/4/2025 Hantz Financial Services Inc.112$49K0.0%+1,300.0%0.000%
8/4/2025 Buck Wealth Strategies LLC21,444$9.47M1.4%+12.1%0.053%
8/4/2025 Arkadios Wealth Advisors910$402K0.0%+34.0%0.002%
8/4/2025 World Investment Advisors589$260K0.0%N/A0.001%
8/4/2025 Flagship Harbor Advisors LLC941$415K0.0%-3.5%0.002%
8/1/2025 Jennison Associates LLC36,771$16.24M0.0%-24.8%0.091%
8/1/2025 Markel Group Inc.565,169$249.59M2.1%-4.3%1.395%
8/1/2025 Redmond Asset Management LLC17,030$7.52M1.8%+4.4%0.042%
8/1/2025 Motley Fool Wealth Management LLC23,111$10.21M0.6%-10.4%0.057%
8/1/2025 Motley Fool Asset Management LLC39,893$17.62M0.8%-11.7%0.098%
8/1/2025 Fjarde AP Fonden Fourth Swedish National Pension Fund9,519$4.20M0.0%+97.5%0.023%
8/1/2025 Teacher Retirement System of Texas5,286$2.33M0.0%+3.8%0.013%
8/1/2025 Y Intercept Hong Kong Ltd983$434K0.0%+75.8%0.002%
8/1/2025 Bessemer Group Inc.601$265K0.0%+78.3%0.001%
8/1/2025 Ashton Thomas Private Wealth LLC485$214K0.0%-11.8%0.001%
8/1/2025 Envestnet Asset Management Inc.262,737$116.03M0.0%-2.1%0.649%
8/1/2025 Chilton Capital Management LLC76$34K0.0%N/A0.000%
7/31/2025 Nisa Investment Advisors LLC17,398$7.68M0.0%-0.5%0.043%
7/31/2025 Oppenheimer Asset Management Inc.21,849$9.65M0.1%-2.4%0.054%
7/31/2025 MQS Management LLC833$368K0.2%N/A0.002%
7/31/2025 AlphaQuest LLC316$140K0.0%-70.0%0.001%
7/31/2025 Asset Management One Co. Ltd.12,991$5.74M0.0%-0.7%0.032%
7/31/2025 R Squared Ltd1,750$773K0.4%N/A0.004%
7/31/2025 Carnegie Investment Counsel33,933$14.99M0.3%+0.5%0.084%
7/30/2025 First Citizens Bank & Trust Co.2,669$1.18M0.0%+194.6%0.007%
7/30/2025 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA33,687$14.88M0.1%-0.3%0.083%
7/30/2025 Ethic Inc.4,029$1.76M0.0%-1.4%0.010%
7/30/2025 D.A. Davidson & CO.9,848$4.35M0.0%+2.2%0.024%
7/30/2025 Cullen Frost Bankers Inc.795$351K0.0%+98.8%0.002%
Altucher: Trump’s Great Gain is starting (Ad)

New Hampshire just launched a Strategic Crypto Reserve — and James Altucher says it’s the first sign that “Trump’s Great Gain” has officially begun. Altucher believes select cryptos could turn $900 into $108,000 over the next 12 months — and he’s laying out the full gameplan in a new presentation.

See Altucher’s Trump crypto prediction here
7/30/2025 Schwartz Investment Counsel Inc.120,000$52.99M1.7%+81.8%0.296%
7/30/2025 Whittier Trust Co.398$176K0.0%+18.1%0.001%
7/30/2025 Avidian Wealth Enterprises LLC1,109$490K0.0%-8.7%0.003%
7/30/2025 DekaBank Deutsche Girozentrale38,869$16.84M0.0%+0.1%0.096%
7/30/2025 Princeton Global Asset Management LLC14,659$6.47M1.2%+0.9%0.036%
7/30/2025 Conestoga Capital Advisors LLC105,692$46.68M0.7%+0.5%0.261%
7/29/2025 TrueMark Investments LLC11,633$5.14M1.1%N/A0.029%
7/29/2025 Mutual of America Capital Management LLC17,348$7.66M0.1%-3.2%0.043%
7/29/2025 William Blair Investment Management LLC13,202$5.83M0.0%-54.2%0.033%
7/29/2025 Koshinski Asset Management Inc.990$437K0.0%+117.1%0.002%
(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, 871 institutional investors and hedge funds held shares of Watsco. The most heavily invested institutionals were Vanguard Group Inc. ($1.81B), FMR LLC ($1.64B), Kayne Anderson Rudnick Investment Management LLC ($791.73M), Charles Schwab Investment Management Inc. ($739.09M), State Street Corp ($577.35M), 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 729 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 ($489.95K), GAMMA Investing LLC ($478.20K), International Assets Investment Management LLC ($437.90K), FMR LLC ($346.47K), Lord Abbett & CO. LLC ($301.59K), Charles Schwab Investment Management Inc. ($272.93K), and Proficio Capital Partners LLC ($268.43K).

How much institutional buying is happening at Watsco?

Institutional investors have bought a total of 4,919,798 shares in the last 24 months. This purchase volume represents approximately $2.39B in transactions.

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

Of the 402 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), FMR LLC ($152.92K), and Kayne Anderson Rudnick Investment Management LLC ($148.81K).

How much institutional selling is happening at Watsco?

Institutional investors have sold a total of 3,383,128 shares in the last 24 months. This volume of shares sold represents approximately $1.63B in transactions.


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