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Watsco (WSO) Institutional Ownership

-1.01 (-0.21%)
(As of 01:20 PM ET)

Institutional Ownership Changes (13F Filings) for Watsco (NYSE:WSO)

Institutional Ownership
Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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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
6/11/2024 EverSource Wealth Advisors LLC3,374$1.51M0.1%+256.3%0.008%
6/4/2024 DekaBank Deutsche Girozentrale38,830$16.61M0.0%+225.8%0.096%
5/30/2024 Cambridge Trust Co.3,120$1.35M0.1%-17.8%0.008%
5/28/2024 Teachers Retirement System of The State of Kentucky34,247$14.79M0.1%+2.3%0.085%
5/24/2024 Cetera Advisors LLC4,603$1.99M0.0%+22.9%0.011%
5/24/2024 Cetera Investment Advisers8,379$3.62M0.0%+209.4%0.021%
5/21/2024 Atria Investments Inc7,691$3.32M0.0%-11.9%0.019%
5/21/2024 Swedbank AB210,001$90.71M0.1%N/A0.521%
5/17/2024 Plato Investment Management Ltd955$413K0.0%N/A0.002%
5/17/2024 iA Global Asset Management Inc.2,038$880K0.0%+42.0%0.005%
5/17/2024 LBP AM SA2,198$949K0.0%N/A0.006%
5/17/2024 Comerica Bank33,430$14.44M0.1%-19.4%0.085%
5/17/2024 Tidal Investments LLC496$214K0.0%N/A0.001%
5/17/2024 Motley Fool Asset Management LLC80,288$34.68M2.2%-8.8%0.203%
5/16/2024 California State Teachers Retirement System53,064$22.92M0.0%+1.0%0.134%
5/16/2024 B. Riley Wealth Advisors Inc.3,321$1.44M0.0%+22.1%0.008%
5/16/2024 2Xideas AG24,845$10.73M1.3%-13.6%0.063%
5/16/2024 Janus Henderson Group PLC2,075$895K0.0%+168.8%0.005%
5/16/2024 Captrust Financial Advisors53,920$23.29M0.1%-3.1%0.137%
5/16/2024 Paloma Partners Management Co511$221K0.0%N/A0.001%
5/15/2024 Ascent Group LLC2,521$1.09M0.1%-1.9%0.006%
5/15/2024 SVB Wealth LLC466$201K0.0%-9.9%0.001%
5/15/2024 Public Employees Retirement System of Ohio14,916$6.44M0.0%-15.1%0.038%
5/15/2024 Public Employees Retirement Association of Colorado3,781$1.63M0.0%-8.7%0.010%
5/15/2024 Price T Rowe Associates Inc. MD131,149$56.65M0.0%+0.3%0.332%
5/15/2024 Lazard Asset Management LLC8,770$3.79M0.0%-7.0%0.022%
5/15/2024 LRI Investments LLC508$244K0.0%N/A0.001%
5/14/2024 Capital World Investors739,018$319.23M0.1%-18.6%1.871%
5/14/2024 Toronto Dominion Bank3,238$1.40M0.0%-25.9%0.008%
5/14/2024 First Commonwealth Financial Corp PA 2,225$961K0.3%N/A0.006%
5/14/2024 Advisors Asset Management Inc.17,383$7.51M0.1%-1.0%0.044%
5/14/2024 Covington Investment Advisors Inc.33,230$14.35M2.5%-11.4%0.084%
5/14/2024 CreativeOne Wealth LLC2,581$1.12M0.0%+32.3%0.007%
5/14/2024 EntryPoint Capital LLC58$25K0.0%+100.0%0.000%
5/14/2024 LGT Group Foundation14,370$6.21M0.1%-0.7%0.036%
5/14/2024 Mattern Capital Management LLC819$354K0.0%N/A0.002%
5/14/2024 InterOcean Capital Group LLC570$246K0.0%+5.9%0.001%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund1,137$491K0.0%N/A0.003%
5/14/2024 Saturna Capital Corp3,223$1.39M0.0%+34.0%0.008%
5/14/2024 CANADA LIFE ASSURANCE Co45,861$19.80M0.0%-0.3%0.116%
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5/14/2024 American International Group Inc.41,492$17.92M0.1%-9.4%0.105%
5/14/2024 Lake Street Advisors Group LLC3,006$1.30M0.1%N/A0.008%
5/13/2024 Bessemer Group Inc.202$87K0.0%+159.0%0.001%
5/13/2024 UniSuper Management Pty Ltd500$216K0.0%+66.7%0.001%
5/13/2024 O Shaughnessy Asset Management LLC1,633$705K0.0%+32.5%0.004%
5/13/2024 Ameritas Investment Partners Inc.6,897$2.98M0.1%-7.8%0.017%
5/13/2024 Alerus Financial NA10,996$4.75M0.4%+0.7%0.028%
5/11/2024 Bahl & Gaynor Inc.230,643$99.63M0.6%-7.2%0.584%
5/11/2024 Covestor Ltd581$252K0.2%+55.8%0.001%
5/11/2024 Cynosure Group LLC817$353K0.1%-90.6%0.002%
5/10/2024 Blue Barn Wealth LLC543$235K0.1%+10.4%0.001%
5/10/2024 Vanguard Group Inc.3,411,894$1.47B0.0%+4.5%8.638%
5/10/2024 Westfield Capital Management Co. LP21,082$9.11M0.0%-88.4%0.053%
5/10/2024 Intech Investment Management LLC1,803$779K0.0%+7.1%0.005%
5/10/2024 Nicolet Advisory Services LLC1,231$538K0.1%+32.2%0.003%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp388,397$168.42M0.4%-12.8%0.983%
5/9/2024 Orion Portfolio Solutions LLC8,643$3.73M0.0%-5.4%0.022%
5/9/2024 Blair William & Co. IL792,011$342.13M1.1%+2.1%2.005%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.18,215$7.87M0.0%+15.0%0.046%
5/9/2024 Pembroke Management LTD65,280$28.20M3.4%+11.7%0.165%
5/9/2024 State Board of Administration of Florida Retirement System35,106$15.17M0.0%-8.5%0.089%
5/9/2024 Eagle Bay Advisors LLC343$148K0.1%-20.4%0.001%
5/9/2024 BHK Investment Advisors LLC1,355$585K0.2%+46.5%0.003%
5/9/2024 Dearborn Partners LLC102,249$44.17M1.9%-25.1%0.259%
5/9/2024 Koshinski Asset Management Inc.533$230K0.0%N/A0.001%
5/8/2024 Entropy Technologies LP1,221$527K0.1%N/A0.003%
5/8/2024 William Blair Investment Management LLC66,966$28.93M0.1%+6.2%0.170%
5/8/2024 Motley Fool Asset Management LLC320,008$138.23M4.6%+263.6%0.810%
5/8/2024 Motley Fool Wealth Management LLC47,057$20.33M1.1%-1.8%0.119%
5/8/2024 ProShare Advisors LLC1,525$659K0.0%-14.4%0.004%
5/8/2024 Avantax Advisory Services Inc.1,689$730K0.0%-15.8%0.004%
5/8/2024 US Bancorp DE11,944$5.16M0.0%-2.2%0.030%
5/8/2024 Russell Investments Group Ltd.16,773$7.25M0.0%+1.9%0.042%
5/8/2024 QRG Capital Management Inc.845$365K0.0%-12.2%0.002%
5/8/2024 Headlands Technologies LLC597$258K0.1%-51.9%0.002%
5/8/2024 Williams Jones Wealth Management LLC.4,479$1.94M0.0%+84.7%0.011%
5/8/2024 Inspire Investing LLC7,609$3.29M0.3%-18.1%0.019%
5/8/2024 Donoghue Forlines LLC1,195$516K0.1%N/A0.003%
5/7/2024 Fiduciary Family Office LLC2,858$1.24M0.5%+69.8%0.007%
5/7/2024 Sei Investments Co.51,865$22.40M0.0%-4.4%0.131%
5/7/2024 Redmond Asset Management LLC16,743$7.23M2.3%-2.0%0.042%
5/7/2024 Concurrent Investment Advisors LLC3,266$1.41M0.1%+6.4%0.008%
5/7/2024 Anchor Capital Advisors LLC127,794$55.20M1.4%-22.6%0.324%
5/7/2024Susquehanna Portfolio Strategies LLC4,309$1.86M0.0%-85.8%0.011%
5/7/2024 Heartland Advisors Inc.33,310$14.39M0.8%+31.5%0.084%
5/7/2024 Swiss National Bank101,444$43.82M0.0%-3.3%0.257%
5/7/2024 Forsta AP Fonden8,600$3.72M0.0%-59.6%0.022%
5/7/2024 TimesSquare Capital Management LLC131,978$57.01M0.8%+4.9%0.334%
5/7/2024 Oppenheimer Asset Management Inc.19,153$8.27M0.1%-12.6%0.048%
5/7/2024 Oppenheimer & Co. Inc.7,946$3.43M0.1%+0.4%0.020%
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5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management9,222$3.98M0.1%+22.0%0.023%
5/7/2024 Hilltop National Bank361$156K0.1%N/A0.001%
5/7/2024 SG Americas Securities LLC2,451$1.06M0.0%+39.8%0.006%
5/7/2024 Empowered Funds LLC4,651$2.01M0.0%-61.7%0.012%
5/7/2024 AIA Group Ltd10,670$4.61M0.2%-9.7%0.027%
5/7/2024 Sciencast Management LP1,120$484K0.3%N/A0.003%
5/6/2024 Quantbot Technologies LP15,107$6.53M0.4%+2,473.6%0.038%
5/6/2024 Envestnet Portfolio Solutions Inc.4,991$2.16M0.0%+3.4%0.013%
5/6/2024 ORG Partners LLC71$31K0.1%N/A0.000%
5/6/2024 Duality Advisers LP1,132$489K0.0%N/A0.003%
(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, 708 institutional investors and hedge funds held shares of Watsco. The most heavily invested institutionals were Vanguard Group Inc. ($1.47B), BlackRock Inc. ($1.01B), Baillie Gifford & Co. ($629.97M), Kayne Anderson Rudnick Investment Management LLC ($625.48M), FMR LLC ($533.21M), Charles Schwab Investment Management Inc. ($490.23M), and Blair William & Co. IL ($342.13M).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 626 institutional investors that purchased Watsco stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Hamlin Capital Management LLC ($295.83K), Mitsubishi UFJ Trust & Banking Corp ($270.38K), Norges Bank ($240.29K), FMR LLC ($235.18K), Motley Fool Asset Management LLC ($231.99K), AEGON ASSET MANAGEMENT UK Plc ($223.13K), and Baird Financial Group Inc. ($221.42K).

How much institutional buying is happening at Watsco?

Institutional investors have bought a total of 9,050,892 shares in the last 24 months. This purchase volume represents approximately $3.02B in transactions.

Which Watsco major shareholders have been selling company stock?

Of the 394 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. ($729.48K), Balyasny Asset Management L.P. ($282.36K), Dearborn Partners LLC ($248.58K), DAVENPORT & Co LLC ($245.50K), Westfield Capital Management Co. LP ($182.47K), Charles Schwab Investment Management Inc. ($182.24K), and Capital World Investors ($169.28K).

How much institutional selling is happening at Watsco?

Institutional investors have sold a total of 5,242,486 shares in the last 24 months. This volume of shares sold represents approximately $1.90B in transactions.

This page (NYSE:WSO) was last updated on 6/13/2024 by Staff

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