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Watsco (WSO) Institutional Ownership

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$380.51 -15.91 (-4.01%)
Closing price 10/9/2025 03:59 PM Eastern
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$371.34 -9.17 (-2.41%)
As of 05:22 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)
577
Total
Institutional Inflows
(last 12 months)
$2.66B
Number of
Institutional Sellers
(last 12 months)
418
Total
Institutional Outflows
(last 12 months)
$1.82B
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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
10/9/2025Princeton Global Asset Management LLC19,146$7.74M1.3%+30.6%0.047%
10/9/2025Bath Savings Trust Co38,990$15.76M1.6%-0.5%0.096%
10/9/2025Voya Investment Management LLC7,591$3.07M0.0%-29.4%0.019%
10/9/2025Baskin Financial Services Inc.71,189$28.78M2.1%+2.7%0.176%
10/9/2025Buckhead Capital Management LLC10,737$4.34M1.6%+2.9%0.026%
10/8/2025 Hilltop National Bank454$184K0.0%+7.1%0.001%
10/8/2025 Ipswich Investment Management Co. Inc.16,862$6.82M1.6%-2.2%0.042%
10/8/2025 Dudley & Shanley Inc.39,370$15.92M2.6%-1.2%0.097%
10/8/2025 Balefire LLC897$363K0.1%N/A0.002%
10/7/2025 Heritage Family Offices LLP1,021$413K0.2%-6.0%0.003%
10/7/2025 Thrive Wealth Management LLC654$264K0.0%-15.2%0.002%
10/2/2025 GAMMA Investing LLC649$262K0.0%-15.3%0.002%
9/26/2025Corient Private Wealth LLC150,033$66.23M0.1%+4.5%0.370%
9/26/2025Capital A Wealth Management LLC96$41K0.4%+4,700.0%0.000%
9/24/2025Texas Permanent School Fund Corp21,381$9.44M0.1%+1.3%0.053%
9/19/2025Canal Capital Management LLC12,236$5.40M0.9%N/A0.030%
9/4/2025Osaic Holdings Inc.10,118$4.66M0.0%+40.8%0.025%
8/29/2025Centaurus Financial Inc.7,097$3.13M0.2%+2.0%0.018%
8/27/2025Orion Porfolio Solutions LLC7,104$3.14M0.0%+2.3%0.018%
8/26/2025Thrivent Financial for Lutherans24,884$10.99M0.0%-27.1%0.061%
8/18/2025Geneos Wealth Management Inc.237$105K0.0%-66.7%0.001%
8/18/2025Caxton Associates LLP1,616$714K0.0%N/A0.004%
8/16/2025Parr Mcknight Wealth Management Group LLC2,532$1.12M0.2%N/A0.006%
8/16/2025FORA Capital LLC4,885$2.16M0.2%N/A0.012%
8/16/2025Evergreen Capital Management LLC724$320K0.0%-42.0%0.002%
8/16/2025Headlands Technologies LLC275$121K0.0%N/A0.001%
8/15/2025CANADA LIFE ASSURANCE Co74,196$32.80M0.1%+13.4%0.183%
8/15/2025Howland Capital Management LLC110,429$48.77M2.0%-3.8%0.273%
8/15/2025Corient Private Wealth LLC296,170$130.80M0.2%+106.4%0.731%
8/15/2025Kensington Investment Counsel LLC19,488$8.61M3.7%+1.8%0.048%
8/15/2025Captrust Financial Advisors389,104$171.84M0.4%+0.3%0.961%
8/15/2025Vident Advisory LLC2,097$926K0.0%+10.8%0.005%
8/15/2025Two Sigma Securities LLC6,366$2.81M0.3%+106.9%0.016%
8/15/2025Tidal Investments LLC666$294K0.0%-30.6%0.002%
8/15/2025Redwood Investment Management LLC3,094$1.37M0.1%N/A0.008%
8/15/2025Oxford Asset Management LLP780$344K0.1%N/A0.002%
8/15/2025Orion Porfolio Solutions LLC7,104$3.14M0.0%+2.3%0.018%
8/15/2025Man Group plc3,375$1.49M0.0%-77.8%0.008%
8/15/2025Meiji Yasuda Asset Management Co Ltd.1,534$677K0.0%-20.3%0.004%
8/15/2025Modern Wealth Management LLC783$346K0.0%+5.2%0.002%
8/15/2025HRT Financial LP12,477$5.51M0.0%+248.8%0.031%
8/15/2025Holocene Advisors LP56,486$24.95M0.1%+844.7%0.139%
8/15/2025Great Valley Advisor Group Inc.599$264K0.0%-47.3%0.001%
8/15/2025Engineers Gate Manager LP31,309$13.83M0.2%+4,285.0%0.077%
8/15/2025Curi Capital LLC72,894$32.19M0.6%-4.3%0.180%
8/15/2025Benjamin Edwards Inc.128,440$56.72M0.7%+1.9%0.317%
8/15/2025BI Asset Management Fondsmaeglerselskab A S1,828$807K0.0%+10.3%0.005%
8/15/2025BNP Paribas Financial Markets13,318$5.88M0.0%-20.5%0.033%
8/15/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp5,477$2.42M0.0%-17.8%0.014%
8/15/2025Brevan Howard Capital Management LP1,504$664K0.0%-79.7%0.004%
8/15/2025Ameriprise Financial Inc.38,981$17.22M0.0%-0.8%0.096%
8/15/2025AQR Capital Management LLC45,655$19.89M0.0%+41.7%0.113%
8/14/2025Alamea Verwaltungs GmbH1,270$561K0.4%+21.5%0.003%
8/14/2025Jane Street Group LLC89,115$39.36M0.0%+154.2%0.220%
8/14/2025California State Teachers Retirement System55,226$24.39M0.0%+6.6%0.136%
8/14/2025Worldquant Millennium Advisors LLC49,538$21.88M0.1%-7.0%0.122%
8/14/2025Quantinno Capital Management LP6,398$2.83M0.0%-29.0%0.016%
8/14/2025Diversify Wealth Management LLC1,291$545K0.0%-4.9%0.003%
8/14/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main5,425$2.40M0.0%-78.4%0.013%
8/14/2025Diversify Advisory Services LLC523$221K0.0%+12.0%0.001%
8/14/2025Alliancebernstein L.P.48,348$21.35M0.0%-1.3%0.119%
8/14/2025Ilex Capital Partners UK LLP2,807$1.24M0.0%N/A0.007%
8/14/2025ICW Investment Advisors LLC919$406K0.2%+8.1%0.002%
8/14/2025Treasurer of the State of North Carolina16,258$7.18M0.0%+2.8%0.040%
8/14/2025The Manufacturers Life Insurance Company 21,167$9.35M0.0%-1.3%0.052%
8/14/2025Squarepoint Ops LLC84,330$37.24M0.0%-48.3%0.208%
8/14/2025Sei Investments Co.50,442$22.28M0.0%+7.6%0.125%
8/14/2025Dearborn Partners LLC86,057$38.00M1.8%+10.9%0.212%
8/14/2025NewEdge Advisors LLC3,084$1.36M0.0%-4.0%0.008%
8/14/2025Southernsun Asset Management LLC14,334$6.33M0.9%+0.5%0.035%
8/14/2025Investment Management Corp of Ontario901$398K0.0%-10.0%0.002%
8/14/20252Xideas AG15,000$6.62M1.1%+11.6%0.037%
8/14/2025Lombard Odier Asset Management USA Corp8,493$3.75M0.3%+181.5%0.021%
8/14/2025State Street Corp1,221,526$539.45M0.0%-1.3%3.015%
8/14/2025Ossiam592$261K0.0%+129.5%0.001%
8/14/2025Bank of Nova Scotia1,297$573K0.0%+95.0%0.003%
8/14/2025Baker Avenue Asset Management LP1,608$710K0.0%+8.4%0.004%
8/14/2025California Public Employees Retirement System44,165$19.50M0.0%-19.1%0.109%
8/14/2025Cerity Partners LLC7,165$3.16M0.0%-17.5%0.018%
8/14/2025Federated Hermes Inc.2,944$1.30M0.0%-3.1%0.007%
8/13/2025Cresset Asset Management LLC6,501$2.87M0.0%-11.0%0.016%
8/13/2025Brown Advisory Inc.9,898$4.37M0.0%+28.2%0.024%
8/13/2025Amundi48,118$21.97M0.0%+82.6%0.119%
8/13/2025Marshall Wace LLP17,025$7.52M0.0%-78.4%0.042%
8/13/2025Annandale Capital LLC4,109$1.82M0.1%+36.6%0.010%
8/13/2025Baird Financial Group Inc.107,702$47.56M0.1%-0.2%0.266%
8/13/2025First Trust Advisors LP107,029$47.27M0.0%-7.2%0.264%
8/13/2025Guggenheim Capital LLC10,368$4.58M0.0%+0.9%0.026%
8/13/2025EverSource Wealth Advisors LLC4,147$1.83M0.1%-18.2%0.010%
8/13/2025Invesco Ltd.69,235$30.58M0.0%-36.9%0.171%
8/13/2025CW Advisors LLC933$412K0.0%-65.4%0.002%
8/13/2025Quantbot Technologies LP21,662$9.57M0.2%+533.9%0.053%
8/13/2025M&T Bank Corp1,289$569K0.0%-6.7%0.003%
8/13/2025Boston Family Office LLC835$369K0.0%N/A0.002%
8/13/2025River Road Asset Management LLC5,444$2.46M0.0%+1.5%0.013%
8/13/2025BLI Banque de Luxembourg Investments28,200$12.31M0.4%-6.0%0.070%
8/13/2025Lido Advisors LLC1,129$499K0.0%+7.3%0.003%
8/13/2025Berry Wealth Group LP690$305K0.2%+8.2%0.002%
8/13/2025New York State Common Retirement Fund17,548$7.75M0.0%-0.6%0.043%
8/13/2025Schroder Investment Management Group2,627$1.16M0.0%-47.1%0.006%
(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, 876 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 743 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 5,531,547 shares in the last 24 months. This purchase volume represents approximately $2.66B in transactions.

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

Of the 418 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 3,830,481 shares in the last 24 months. This volume of shares sold represents approximately $1.82B in transactions.


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This page (NYSE:WSO) was last updated on 10/10/2025 by MarketBeat.com Staff
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