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Watsco (WSO) Institutional Ownership

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$443.21
-0.79 (-0.18%)
(As of 04/26/2024 ET)
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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)
450
Total
Institutional Inflows
(last 12 months)
$1.69B
Number of
Institutional Sellers
(last 12 months)
303
Total
Institutional Outflows
(last 12 months)
$1.32B
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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
4/26/2024Trueblood Wealth Management LLC3,603$1.56M0.9%+0.9%0.009%
4/26/2024Securian Asset Management Inc.2,572$1.11M0.0%-12.5%0.007%
4/26/2024Conestoga Capital Advisors LLC81,097$35.03M0.5%+5.3%0.205%
4/26/2024Riverbridge Partners LLC140,600$60.74M0.7%-1.6%0.356%
4/26/2024Yousif Capital Management LLC14,676$6.34M0.1%-9.7%0.037%
4/26/2024SlateStone Wealth LLC1,803$779K0.1%+3.9%0.005%
4/26/2024SYSTM Wealth Solutions LLC7,734$3.34M0.4%+11.6%0.020%
4/25/2024Shaker Investments LLC OH7,564$3.27M1.4%+0.3%0.019%
4/25/2024New York State Teachers Retirement System40,711$17.59M0.0%-1.0%0.103%
4/25/2024WCM Investment Management LLC8,390$3.62M0.0%-43.9%0.021%
4/25/2024Bank of New York Mellon Corp386,712$167.05M0.0%-7.6%0.979%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 14,629$6.32M0.0%-11.0%0.037%
4/25/2024Fjarde AP Fonden Fourth Swedish National Pension Fund5,989$2.59M0.0%-19.1%0.015%
4/25/2024 Freedom Day Solutions LLC7,653$3.31M1.2%-2.5%0.019%
4/25/2024 Cambridge Investment Research Advisors Inc.3,853$1.66M0.0%+2.3%0.010%
4/24/2024 Dakota Wealth Management7,459$3.22M0.1%+2.2%0.019%
4/24/2024 Harvey Investment Co. LLC2,715$1.17M0.1%N/A0.007%
4/24/2024 Simplicity Wealth LLC640$276K0.0%N/A0.002%
4/24/2024 Assenagon Asset Management S.A.533$230K0.0%-12.8%0.001%
4/23/2024 LaFleur & Godfrey LLC43,491$18.79M2.8%-10.9%0.110%
4/23/2024 Louisiana State Employees Retirement System9,000$3.89M0.1%-5.3%0.023%
4/23/2024 Moody Lynn & Lieberson LLC1,578$682K0.0%-2.0%0.004%
4/23/2024 WASHINGTON TRUST Co44,626$19.28M0.7%-3.8%0.113%
4/23/2024 Amalgamated Bank17,322$7.48M0.1%-26.7%0.044%
4/23/2024 Summit Trail Advisors LLC541$234K0.0%N/A0.001%
4/23/2024 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA35,144$14.29M0.1%+1.0%0.089%
4/23/2024 Arcadia Investment Management Corp MI20,342$8.79M1.6%+24.8%0.051%
4/23/2024 Raymond James Financial Services Advisors Inc.19,475$8.41M0.0%-3.2%0.049%
4/23/2024 Wendell David Associates Inc.33,012$14.26M1.4%+0.2%0.084%
4/22/2024 Confluence Wealth Services Inc.2,049$885K0.1%+2.5%0.005%
4/22/2024 Centennial Wealth Advisory LLC992$429K0.2%-4.2%0.003%
4/22/2024 Parsons Capital Management Inc. RI1,967$850K0.1%-3.6%0.005%
4/22/2024 Donaldson Capital Management LLC2,785$1.20M0.1%-1.7%0.007%
4/22/2024 Raymond James & Associates366,739$158.42M0.1%+1.8%0.928%
4/22/2024 IFM Investors Pty Ltd7,233$3.12M0.0%N/A0.018%
4/22/2024 Everpar Advisors LLC1,022$441K0.3%-43.8%0.003%
4/19/2024 Taylor Frigon Capital Management LLC4,683$2.02M1.0%-3.2%0.012%
4/19/2024 Norden Group LLC33,120$14.31M0.2%+2,109.5%0.084%
4/19/2024 State of Alaska Department of Revenue3,397$1.47M0.0%-7.1%0.009%
4/19/2024 Dudley & Shanley Inc.25,730$11.12M1.9%+2.0%0.065%
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4/19/2024 Sumitomo Mitsui Trust Holdings Inc.71,298$30.80M0.0%+1.2%0.181%
4/19/2024 Handelsinvest Investeringsforvaltning942$407K0.2%-34.2%0.002%
4/18/2024 State of Michigan Retirement System8,283$3.58M0.0%-4.6%0.021%
4/18/2024 Applied Capital LLC FL6,900$2.98M2.4%+5.4%0.017%
4/18/2024 Allspring Global Investments Holdings LLC123,503$53.35M0.1%-4.4%0.313%
4/18/2024 Compass Ion Advisors LLC868$375K0.1%-23.5%0.002%
4/18/2024 LVW Advisors LLC1,533$662K0.1%-3.9%0.004%
4/18/2024 Breakwater Capital Group491$212K0.1%N/A0.001%
4/17/2024 Alpha Omega Wealth Management LLC3,698$1.60M0.3%-9.7%0.009%
4/17/2024 Hennion & Walsh Asset Management Inc.7,410$3.20M0.2%-7.2%0.019%
4/16/2024 MCF Advisors LLC90$39K0.0%N/A0.000%
4/16/2024 Thrive Wealth Management LLC601$260K0.1%+7.1%0.002%
4/16/2024 Wealth Enhancement Advisory Services LLC22,852$9.87M0.0%+11.9%0.058%
4/15/2024 Janiczek Wealth Management LLC163$70K0.0%-37.5%0.000%
4/12/2024 Lloyd Advisory Services LLC.2,655$1.15M0.2%+460.1%0.007%
4/12/2024 CHICAGO TRUST Co NA3,140$1.36M0.3%-4.8%0.008%
4/12/2024 First PREMIER Bank59$25K0.0%N/A0.000%
4/12/2024 Caledonia Investments PLC225,427$97.25M12.6%-3.7%0.571%
4/11/2024 Birch Capital Management LLC4,052$1.75M0.9%+10.5%0.010%
4/11/2024 Opal Wealth Advisors LLC107$46K0.0%N/A0.000%
4/11/2024 Running Oak Capital LLC25,915$11.20M1.8%+11.8%0.066%
4/11/2024 MJP Associates Inc. ADV970$419K0.1%+45.2%0.002%
4/11/2024 RFG Advisory LLC3,968$1.71M0.1%+5.8%0.010%
4/10/2024 Park Avenue Securities LLC1,784$771K0.0%+2.1%0.005%
4/10/2024 American National Bank2,416$1.04M0.1%+878.1%0.006%
4/9/2024 Mather Group LLC.266$114K0.0%N/A0.001%
4/8/2024 Bath Savings Trust Co41,053$17.73M1.9%+0.1%0.104%
4/5/2024 First Hawaiian Bank5,316$2.30M0.1%-16.4%0.013%
4/5/2024 CWM LLC957$413K0.0%+38.3%0.002%
4/4/2024 Northside Capital Management LLC528$228K0.0%-32.1%0.001%
4/3/2024 Campbell Capital Management Inc.500$216K0.1%N/A0.001%
4/2/2024 Symmetry Partners LLC1,202$519K0.0%-15.2%0.003%
4/1/2024 Appleton Partners Inc. MA9,586$4.14M0.3%+4.1%0.024%
3/26/2024HighPoint Advisor Group LLC467$201K0.0%N/A0.001%
3/26/2024Napatree Capital LLC608$261K0.3%N/A0.002%
3/22/2024PNC Financial Services Group Inc.15,522$6.65M0.0%+3.6%0.039%
3/15/2024B. Riley Wealth Advisors Inc.2,721$1.17M0.0%-18.1%0.007%
3/11/2024Vanguard Group Inc.3,265,589$1.40B0.0%+1.7%8.268%
3/6/2024SageView Advisory Group LLC810$321K0.0%N/A0.002%
3/5/2024Wellington Management Group LLP635,958$272.49M0.1%-2.0%1.610%
3/4/2024Richardson Financial Services Inc.230$99K0.1%N/A0.001%
3/1/2024Royal London Asset Management Ltd.29,994$12.85M0.0%+12.5%0.076%
3/1/2024Goldman Sachs Group Inc.255,062$109.29M0.0%+12.4%0.648%
2/28/2024American International Group Inc.45,812$19.63M0.1%-3.2%0.116%
2/26/2024Centaurus Financial Inc.6,614$2.83M0.2%-4.4%0.017%
2/26/2024 Krane Funds Advisors LLC1,150$493K0.0%-14.0%0.003%
2/26/2024Virtu Financial LLC1,782$763K0.1%N/A0.005%
2/26/2024Teachers Retirement System of The State of Kentucky33,472$14.34M0.1%-23.7%0.085%
2/21/2024Raleigh Capital Management Inc.81$35K0.0%-25.0%0.000%
2/20/2024 Prospect Financial Services LLC560$240K0.2%N/A0.001%
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2/15/2024Baird Financial Group Inc.340,023$145.69M0.3%+4.8%0.863%
2/14/2024RMB Capital Management LLC73,560$31.52M1.0%-9.5%0.187%
2/14/2024Nebula Research & Development LLC2,183$935K0.3%N/A0.006%
2/14/2024Southernsun Asset Management LLC20,778$8.90M1.0%-17.5%0.053%
2/14/2024Icon Wealth Advisors LLC1,208$518K0.1%N/A0.003%
2/14/2024Balyasny Asset Management L.P.166,000$71.13M0.1%-63.0%0.421%
2/14/2024Lighthouse Investment Partners LLC1,765$756K0.0%-90.4%0.004%
2/14/2024Schroder Investment Management Group37,730$16.17M0.0%-53.9%0.096%
2/14/2024Prudential PLC2,150$921K0.0%+21.3%0.005%
2/13/2024Envestnet Asset Management Inc.282,659$121.11M0.1%-3.5%0.718%
(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, 677 institutional investors and hedge funds held shares of Watsco. The most heavily invested institutionals were Vanguard Group Inc. ($1.40B), BlackRock Inc. ($1.01B), Baillie Gifford & Co. ($632.56M), Kayne Anderson Rudnick Investment Management LLC ($625.48M), FMR LLC ($533.21M), Charles Schwab Investment Management Inc. ($490.23M), and Blair William & Co. IL ($291.02M).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 608 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 ($287.01K), Norges Bank ($240.29K), FMR LLC ($235.18K), AEGON ASSET MANAGEMENT UK Plc ($223.13K), Baird Financial Group Inc. ($221.42K), and Envestnet Asset Management Inc. ($220.16K).

How much institutional buying is happening at Watsco?

Institutional investors have bought a total of 8,612,617 shares in the last 24 months. This purchase volume represents approximately $2.78B in transactions.

Which Watsco major shareholders have been selling company stock?

Of the 389 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. ($728.12K), Balyasny Asset Management L.P. ($282.36K), DAVENPORT & Co LLC ($279.89K), Dearborn Partners LLC ($214.28K), Charles Schwab Investment Management Inc. ($182.24K), Schroder Investment Management Group ($155.71K), and Victory Capital Management Inc. ($155.61K).

How much institutional selling is happening at Watsco?

Institutional investors have sold a total of 4,767,520 shares in the last 24 months. This volume of shares sold represents approximately $1.67B in transactions.


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This page (NYSE:WSO) was last updated on 4/27/2024 by MarketBeat.com Staff

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