Watsco (WSO) Institutional Ownership $445.18 -0.63 (-0.14%) As of 11:10 AM Eastern Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSustainabilityTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Watsco (NYSE:WSO)CurrentInstitutional OwnershipPercentage89.71%Number ofInstitutional Buyers(last 12 months)532TotalInstitutional Inflows(last 12 months)$2.28BNumber ofInstitutional Sellers(last 12 months)398TotalInstitutional Outflows(last 12 months)$1.66B Get WSO Insider Trade Alerts Want to know when executives and insiders are buying or selling Watsco stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data WSO Institutional Buying and Selling by Quarter Watsco Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails6/3/2025 Inspire Investing LLC4,278$2.18M0.3%+3.1%0.011% 6/2/2025 Modern Wealth Management LLC744$378K0.0%+16.8%0.002% 5/28/2025 Strs Ohio2,443$1.24M0.0%N/A0.006% 5/27/2025 Carderock Capital Management Inc.13,848$7.04M1.9%+7.7%0.034% 5/27/2025 Advisors Capital Management LLC16,570$8.42M0.1%+0.4%0.041% 5/21/2025 Geneos Wealth Management Inc.711$361K0.0%+15.8%0.002% 5/21/2025 IFM Investors Pty Ltd6,688$3.40M0.0%-3.7%0.017% 5/20/2025 Belpointe Asset Management LLC2,803$1.43M0.1%+2.5%0.007% 5/20/2025 Intech Investment Management LLC8,625$4.38M0.0%-19.1%0.021% 5/20/2025 Focus Partners Wealth8,524$4.33M0.0%+10.5%0.021% Get the Latest News and Ratings for WSO and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Watsco and its competitors with MarketBeat's FREE daily newsletter. 5/20/2025 Flaharty Asset Management LLC100$51K0.0%N/A0.000% 5/20/2025 Integrity Alliance LLC.446$227K0.0%N/A0.001% 5/20/2025 Ransom Advisory Ltd88$45K0.0%N/A0.000% 5/19/2025 SageView Advisory Group LLC423$215K0.0%-9.0%0.001% 5/19/2025 Bayforest Capital Ltd1,362$692K0.3%+479.6%0.003% 5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC145,060$73.73M0.0%+11.3%0.359% 5/16/2025 Empowered Funds LLC5,927$3.01M0.0%+4.1%0.015% 5/16/2025 Ascent Group LLC2,335$1.19M0.1%+2.9%0.006% 5/16/2025 United Services Automobile Association2,244$1.13M0.0%N/A0.006% 5/16/2025 Meiji Yasuda Asset Management Co Ltd.1,925$978K0.0%-1.2%0.005% 5/16/2025 Arete Wealth Advisors LLC679$345K0.0%-24.4%0.002% 5/16/2025 Goldman Sachs Group Inc.468,875$238.33M0.0%+62.8%1.160% 5/16/2025 Jones Financial Companies Lllp64$33K0.0%-94.6%0.000% 5/16/2025 Teza Capital Management LLC875$445K0.2%-41.2%0.002% 5/16/2025 Rise Advisors LLC67$34K0.0%-25.6%0.000% 5/16/2025 Nissay Asset Management Corp Japan ADV4,351$2.21M0.0%+1.3%0.011% 5/16/2025 NewEdge Advisors LLC3,213$1.63M0.0%+5.5%0.008% 5/16/2025 Integrated Wealth Concepts LLC1,221$620K0.0%-33.4%0.003% 5/16/2025 Jacobs Levy Equity Management Inc.107,290$54.54M0.2%N/A0.266% 5/16/2025 Gotham Asset Management LLC42,056$21.38M0.2%+55.3%0.104% 5/16/2025 Curi RMB Capital LLC76,139$38.70M1.0%-3.1%0.188% 5/16/2025 Alliancebernstein L.P.48,992$24.90M0.0%-1.8%0.121% 5/16/2025 AQR Capital Management LLC32,217$15.84M0.0%+28.0%0.080% 5/16/2025 Advisors Asset Management Inc.6,196$3.15M0.1%-39.9%0.015% 5/16/2025 Amundi26,348$12.98M0.0%+5.2%0.065% 5/15/2025 Perbak Capital Partners LLP626$318K0.2%N/A0.002% 5/15/2025 Dark Forest Capital Management LP8,333$4.24M0.2%+912.5%0.021% 5/15/2025 Flputnam Investment Management Co.874$444K0.0%+6.5%0.002% 5/15/2025 Royal Bank of Canada229,597$116.71M0.0%+0.6%0.568% 5/15/2025 Graham Capital Management L.P.2,000$1.02M0.0%-45.9%0.005% The Trump Dump is starting; Get out of stocks now? (Ad)The first 365 days of the Trump presidency… Will be the best time to get rich in American history.If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a5/15/2025 Alamea Verwaltungs GmbH1,045$531K0.5%N/A0.003% 5/15/2025 Baird Financial Group Inc.107,925$54.86M0.1%-2.3%0.267% 5/15/2025 Vident Advisory LLC1,892$962K0.0%+26.6%0.005% 5/15/2025 Evergreen Capital Management LLC1,248$634K0.0%+10.1%0.003% 5/15/2025 Pembroke Management LTD35,161$17.87M2.6%-40.6%0.087% 5/15/2025 WPG Advisers LLC50$25K0.0%N/A0.000% 5/15/2025 Trexquant Investment LP5,868$2.98M0.0%N/A0.015% 5/15/2025 OMERS ADMINISTRATION Corp1,219$620K0.0%-14.0%0.003% 5/14/2025 B. Metzler seel. Sohn & Co. AG18,950$9.63M0.1%+3.4%0.047% 5/14/2025 CreativeOne Wealth LLC3,157$1.61M0.0%+7.9%0.008% 5/14/2025 Rafferty Asset Management LLC597$303K0.0%-24.9%0.001% 5/14/2025 Caisse DE Depot ET Placement DU Quebec24,755$12.58M0.0%N/A0.061% 5/14/2025 Corebridge Financial Inc.38,469$19.55M0.1%-2.4%0.095% 5/14/2025 Kayne Anderson Rudnick Investment Management LLC1,557,610$791.73M1.9%+0.5%3.855% 5/14/2025 Comerica Bank34,204$17.39M0.1%+10.8%0.085% 5/14/2025 Freedom Investment Management Inc.504$256K0.0%+4.8%0.001% 5/14/2025 Synovus Financial Corp522$265K0.0%+5.9%0.001% 5/14/2025 MetLife Investment Management LLC19,338$9.83M0.1%-1.5%0.048% 5/14/2025 Walleye Trading LLC2,627$1.34M0.0%-343.2%0.007% 5/14/2025 ICONIQ Capital LLC401$204K0.0%N/A0.001% 5/14/2025 Quantitative Investment Management LLC926$470K0.0%N/A0.002% 5/14/2025 Jump Financial LLC7,743$3.94M0.1%+65.7%0.019% 5/14/2025 Smartleaf Asset Management LLC189$95K0.0%+45.4%0.000% 5/14/2025 Bahl & Gaynor Inc.290,327$147.57M0.8%+15.4%0.719% 5/14/2025 Northwestern Mutual Wealth Management Co.878$446K0.0%-15.5%0.002% 5/14/2025 Haverford Trust Co864$439K0.0%-4.4%0.002% 5/14/2025 AlphaQuest LLC1,052$535K0.1%+921.4%0.003% 5/14/2025 Allstate Corp1,937$985K0.0%+91.8%0.005% 5/14/2025 Compound Planning Inc.1,722$875K0.0%+10.0%0.004% 5/14/2025 CW Advisors LLC2,695$1.38M0.0%+210.8%0.007% 5/14/2025 Summit Financial LLC551$280K0.0%-22.4%0.001% 5/14/2025 T. Rowe Price Investment Management Inc.53,643$27.27M0.0%-1.4%0.133% 5/14/2025 Capital Analysts LLC2,090$1.06M0.0%-1.8%0.005% 5/14/2025 Level Four Advisory Services LLC5,385$2.74M0.1%+4.0%0.013% 5/14/2025 Credit Agricole S A5,820$2.96M0.0%+33.6%0.014% 5/14/2025 Berkshire Asset Management LLC PA472$221K0.0%N/A0.001% 5/14/2025 BI Asset Management Fondsmaeglerselskab A S1,658$843K0.0%-19.7%0.004% 5/14/2025 Hsbc Holdings PLC23,598$11.92M0.0%-26.1%0.058% 5/14/2025 Maven Securities LTD900$457K0.0%N/A0.002% 5/14/2025 BNP PARIBAS ASSET MANAGEMENT Holding S.A.492$250K0.0%+16.3%0.001% 5/14/2025 Lee Financial Co3,760$1.91M0.3%-11.0%0.009% 5/14/2025 Quantbot Technologies LP3,417$1.74M0.1%-74.9%0.008% 5/14/2025 Wellington Management Group LLP330,179$167.83M0.0%-6.7%0.817% 5/14/2025 Korea Investment CORP22,785$11.58M0.0%+5.4%0.056% 5/13/2025 Northern Trust Corp335,584$170.58M0.0%+0.7%0.831% 5/13/2025 Brooklyn Investment Group165$84K0.0%+44.7%0.000% 5/13/2025 Versor Investments LP3,401$1.73M0.3%+54.6%0.008% 5/13/2025 Algert Global LLC7,130$3.62M0.1%N/A0.018% 5/13/2025 Cresset Asset Management LLC7,302$3.71M0.0%+1.5%0.018% 5/13/2025 Alliance Wealth Advisors LLC UT9,073$4.61M1.2%+1.3%0.022% Want to front-run Warren Buffett? 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Front-running Buffett has never been more urgent — and four tiny miners could be your ticket to 100X gains.Click here to get Garrett’s Top Four picks now.5/13/2025 State of New Jersey Common Pension Fund D11,406$5.80M0.0%-9.5%0.028% 5/13/2025 Redmond Asset Management LLC16,314$8.29M2.1%+0.3%0.040% 5/13/2025 American Century Companies Inc.15,908$8.09M0.0%+1.9%0.039% 5/13/2025 Ethic Inc.4,086$2.09M0.0%+10.3%0.010% 5/13/2025 EverSource Wealth Advisors LLC5,067$2.58M0.1%+12.6%0.013% 5/13/2025 Aberdeen Group plc12,820$6.47M0.0%-14.8%0.032% 5/13/2025 Fox Run Management L.L.C.971$494K0.1%N/A0.002% 5/13/2025 Hamlin Capital Management LLC351,271$178.55M4.3%+1.8%0.869% 5/13/2025 Trivium Point Advisory LLC988$502K0.1%-7.9%0.002% 5/13/2025 Oak Ridge Investments LLC1,903$967K0.1%-1.9%0.005% (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, 874 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 ($414.12M).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 728 institutional investors that purchased Watsco 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 ($437.94K), 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 9,087,650 shares in the last 24 months. This purchase volume represents approximately $4.07B in transactions. Which Watsco major shareholders have been selling company stock? Of the 522 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. ($962.54K), Balyasny Asset Management L.P. ($282.36K), Mitsubishi UFJ Trust & Banking Corp ($248.86K), International Assets Investment Management LLC ($233.17K), Barclays PLC ($221.22K), FMR LLC ($209.82K), and Wellington Management Group LLP ($206.47K). How much institutional selling is happening at Watsco? Institutional investors have sold a total of 6,835,742 shares in the last 24 months. This volume of shares sold represents approximately $3.05B in transactions. 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