NYSE:WSO

Watsco - WSO Institutional Ownership

$300.20

+4.40 (+1.49%)

(As of 03/20/2023 12:00 AM ET)

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Today's Range: $295.70
▼
$302.08
50-Day Range: $262.28
▼
$324.10
52-Week Range: $220.68
▼
$343.85

Volume: 249,024 shs
Average Volume: 304,510 shs
Market Capitalization: $11.66 billion

P/E Ratio: 19.48
Dividend Yield: 3.26%
Price Target: $313.67

Institutional Ownership

Current Institutional Ownership Percentage: 84.73%
Number of Institutional Buyers (last 12 months): 394
Total Institutional Inflows (last 12 months): $1.60 B
Number of Institutional Sellers (last 12 months): 261
Total Institutional Outflows (last 12 months): $460.21 M

WSO Institutional Buying and Selling by Quarter

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Watsco Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/10/2023	Victory Capital Management Inc.	140,055	$34.93M	0.0%	-9.6%	0.361%
3/6/2023	Rockefeller Capital Management L.P.	2,502	$0.62M	0.0%	-2.5%	0.006%
3/3/2023	Robotti Robert	1,700	$0.42M	0.1%	-46.9%	0.004%
3/2/2023	Loring Wolcott & Coolidge Fiduciary Advisors LLP MA	31,134	$7.77M	0.1%	+15.8%	0.080%
2/28/2023	Voya Investment Management LLC	12,974	$3.24M	0.0%	-0.6%	0.033%
2/28/2023	Trust Investment Advisors	3,173	$0.79M	0.4%	N/A	0.008%

2/22/2023	Teachers Retirement System of The State of Kentucky	55,726	$13.90M	0.1%	+0.4%	0.144%
2/21/2023	Macquarie Group Ltd.	148,406	$37.01M	0.0%	+4.2%	0.383%
2/21/2023	Northwestern Mutual Wealth Management Co.	7,106	$1.77M	0.0%	+3.3%	0.018%
2/21/2023	Equitable Trust Co.	1,724	$0.43M	0.0%	N/A	0.004%
2/21/2023	Northwestern Mutual Investment Management Company LLC	3,079	$0.77M	0.0%	-35.8%	0.008%
2/17/2023	Truist Financial Corp	57,372	$14.31M	0.0%	+0.3%	0.148%
2/17/2023	Coppell Advisory Solutions Corp.	292	$73K	0.0%	N/A	0.001%
2/17/2023	Linden Thomas Advisory Services LLC	2,009	$0.50M	0.1%	N/A	0.005%
2/16/2023	GHP Investment Advisors Inc.	13,414	$3.35M	0.2%	+59.7%	0.035%
2/16/2023	DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main	2,000	$0.50M	0.0%	+100.0%	0.005%
2/16/2023	Moneta Group Investment Advisors LLC	1,494	$0.37M	0.0%	+5.7%	0.004%
2/16/2023	Alliancebernstein L.P.	49,528	$12.35M	0.0%	-20.8%	0.128%
2/16/2023	Point72 Middle East FZE	1,642	$0.41M	0.0%	N/A	0.004%
2/16/2023	RFG Advisory LLC	4,821	$1.52M	0.1%	+4.5%	0.012%
2/16/2023	Resurgent Financial Advisors LLC	156	$39K	0.0%	N/A	0.000%
2/15/2023	Public Employees Retirement System of Ohio	18,890	$4.71M	0.0%	-3.8%	0.049%
2/15/2023	CI Private Wealth LLC	1,524	$0.38M	0.0%	N/A	0.004%
2/15/2023	MetLife Investment Management LLC	21,631	$5.40M	0.0%	-1.9%	0.056%
2/15/2023	Moneta Group Investment Advisors LLC	1,494,050	$372.62M	0.0%	+105,561.2%	3.857%
2/15/2023	Kensington Investment Counsel LLC	11,595	$2.89M	2.3%	-3.2%	0.030%
2/15/2023	Salem Investment Counselors Inc.	400	$100K	0.0%	+3,900.0%	0.001%
2/15/2023	Captrust Financial Advisors	54,488	$13.59M	0.1%	+23.5%	0.141%
2/15/2023	Lazard Asset Management LLC	5,253	$1.31M	0.0%	-54.2%	0.014%
2/15/2023	Cerity Partners LLC	1,333	$0.33M	0.0%	-60.8%	0.003%
2/15/2023	Vestcor Inc	25,163	$6.28M	0.2%	-1.4%	0.065%
2/15/2023	Running Oak Capital LLC	20,761	$5.18M	1.5%	-3.9%	0.054%
2/15/2023	State of Wisconsin Investment Board	44,639	$11.13M	0.0%	-4.3%	0.115%
2/15/2023	Schonfeld Strategic Advisors LLC	27,894	$6.96M	0.1%	+56.9%	0.072%
2/15/2023	Squarepoint Ops LLC	44,110	$11M	0.0%	+73.6%	0.114%
2/15/2023	T. Rowe Price Investment Management Inc.	60,634	$15.12M	0.0%	+3.2%	0.157%
2/15/2023	Loring Wolcott & Coolidge Fiduciary Advisors LLP MA	31,644	$8.67M	0.1%	+17.7%	0.082%
2/15/2023	LRT Capital Management LLC	16,443	$4.10M	2.4%	+11.4%	0.042%
2/15/2023	Legal & General Group Plc	79,269	$19.77M	0.0%	+1.5%	0.205%
2/15/2023	Millennium Management LLC	155,915	$38.89M	0.0%	+332.7%	0.403%

2/15/2023	Man Group plc	2,087	$0.52M	0.0%	N/A	0.005%
2/15/2023	Mariner LLC	4,652	$1.16M	0.0%	+9.0%	0.012%
2/15/2023	Norges Bank	279,241	$69.64M	0.0%	N/A	0.721%
2/15/2023	Eagle Asset Management Inc.	12,746	$3.26M	0.0%	-0.8%	0.033%
2/15/2023	Echo Street Capital Management LLC	7,110	$1.77M	0.0%	N/A	0.018%
2/15/2023	Eqis Capital Management Inc.	1,867	$0.47M	0.1%	-6.7%	0.005%
2/15/2023	First Manhattan Co.	455	$0.11M	0.0%	+26.4%	0.001%
2/15/2023	Algert Global LLC	7,230	$1.80M	0.1%	-30.5%	0.019%
2/15/2023	Alps Advisors Inc.	13,537	$3.38M	0.0%	+9.9%	0.035%
2/15/2023	AQR Capital Management LLC	22,245	$5.55M	0.0%	-1.6%	0.057%
2/15/2023	Advantage Alpha Capital Partners LP	23,050	$5.75M	1.2%	-5.3%	0.060%
2/15/2023	Applied Capital LLC FL	6,584	$1.64M	1.6%	N/A	0.017%
2/14/2023	PDT Partners LLC	1,408	$0.35M	0.1%	N/A	0.004%
2/14/2023	Vident Investment Advisory LLC	24,431	$6.09M	0.2%	+1.1%	0.063%
2/14/2023	Industrial Alliance Investment Management Inc.	193	$48K	0.0%	+359.5%	0.000%
2/14/2023	DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main	2,000	$0.50M	0.0%	+100.0%	0.005%
2/14/2023	Price T Rowe Associates Inc. MD	190,328	$47.47M	0.0%	-6.7%	0.491%
2/14/2023	Verition Fund Management LLC	825	$0.21M	0.0%	N/A	0.002%
2/14/2023	Cetera Advisor Networks LLC	3,182	$0.79M	0.0%	N/A	0.008%
2/14/2023	Cetera Investment Advisers	3,096	$0.77M	0.0%	+15.4%	0.008%
2/14/2023	Cetera Advisors LLC	2,796	$0.70M	0.0%	+18.1%	0.007%
2/14/2023	Amundi	2,736	$0.75M	0.0%	-13.3%	0.007%
2/14/2023	Marshall Wace LLP	2,297	$0.57M	0.0%	N/A	0.006%
2/14/2023	Two Sigma Investments LP	5,323	$1.33M	0.0%	N/A	0.014%
2/14/2023	2Xideas AG	31,888	$7.95M	0.8%	+9.1%	0.082%
2/14/2023	Engineers Gate Manager LP	1,882	$0.47M	0.0%	+93.4%	0.005%
2/14/2023	Penserra Capital Management LLC	879	$0.22M	0.0%	-24.0%	0.002%
2/14/2023	Quantinno Capital Management LP	3,879	$0.97M	0.1%	-9.3%	0.010%
2/14/2023	Townsquare Capital LLC	26,226	$6.54M	0.2%	+5.0%	0.068%
2/13/2023	Advisors Asset Management Inc.	18,919	$4.72M	0.1%	-14.0%	0.049%
2/13/2023	First Republic Investment Management Inc.	74,297	$18.53M	0.0%	-1.3%	0.192%
2/13/2023	Charles Schwab Investment Management Inc.	1,363,408	$329.40M	0.1%	+6.4%	3.519%
2/13/2023	Deutsche Bank AG	5,454	$1.36M	0.0%	+35.0%	0.014%
2/13/2023	Brown Advisory Inc.	2,156	$0.54M	0.0%	+131.6%	0.006%
2/13/2023	Johnson Financial Group Inc.	1,249	$0.31M	0.0%	-6.4%	0.003%
2/13/2023	Baird Financial Group Inc.	293,723	$73.25M	0.2%	+2.2%	0.758%
2/13/2023	Premier Asset Management LLC	989	$0.25M	0.3%	+15.7%	0.003%
2/13/2023	BOKF NA	7,782	$1.94M	0.0%	+1.9%	0.020%
2/13/2023	CIBC Asset Management Inc	1,110	$0.28M	0.0%	-35.6%	0.003%
2/13/2023	Schechter Investment Advisors LLC	5,275	$1.32M	0.1%	-7.9%	0.014%
2/13/2023	Bessemer Group Inc.	398	$99K	0.0%	+130.1%	0.001%
2/13/2023	Integrated Wealth Concepts LLC	1,450	$0.36M	0.0%	+8.1%	0.004%
2/13/2023	Wealth Alliance	2,129	$0.53M	0.1%	-14.6%	0.005%
2/13/2023	Shelton Capital Management	1,688	$0.42M	0.0%	-3.4%	0.004%
2/13/2023	Advisors Capital Management LLC	18,291	$4.56M	0.1%	+7.9%	0.047%
2/13/2023	Wells Fargo & Company MN	532,365	$132.77M	0.0%	-1.4%	1.374%
2/13/2023	Heritage Wealth Management LLC	2,945	$0.73M	0.1%	+127.2%	0.008%
2/13/2023	Barclays PLC	12,238	$3.05M	0.0%	+24.3%	0.032%
2/13/2023	Renaissance Technologies LLC	213,400	$53.22M	0.1%	+27.4%	0.551%
2/13/2023	Edgestream Partners L.P.	15,135	$3.78M	0.4%	N/A	0.039%

2/13/2023	The Manufacturers Life Insurance Company	26,836	$6.69M	0.0%	-0.6%	0.069%
2/13/2023	ExodusPoint Capital Management LP	828	$0.21M	0.0%	N/A	0.002%
2/13/2023	Credit Suisse AG	30,486	$7.60M	0.0%	-1.0%	0.079%
2/13/2023	Neuberger Berman Group LLC	677,448	$168.96M	0.2%	-1.3%	1.749%
2/13/2023	Geode Capital Management LLC	559,282	$139.48M	0.0%	+2.2%	1.444%
2/13/2023	American Century Companies Inc.	4,445	$1.11M	0.0%	+39.1%	0.011%
2/13/2023	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	14,964	$3.73M	0.0%	+13.7%	0.039%
2/13/2023	JPMorgan Chase & Co.	62,339	$15.55M	0.0%	-9.0%	0.161%
2/13/2023	M&T Bank Corp	2,313	$0.67M	0.0%	+81.7%	0.006%
2/13/2023	Teacher Retirement System of Texas	10,129	$2.53M	0.0%	+2.7%	0.026%

(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, 602 institutional investors and hedge funds held shares of Watsco. The most heavily invested institutionals were Arete Wealth Advisors LLC ($3.49B), BlackRock Inc. ($1.01B), Vanguard Group Inc. ($811.91M), Baillie Gifford & Co. ($543.96M), Kayne Anderson Rudnick Investment Management LLC ($445.47M), Capital World Investors ($343.62M), and Charles Schwab Investment Management Inc. ($329.40M).Learn more on WSO's institutional investors.
What percentage of Watsco stock is owned by institutional investors?: 84.73% 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 534 institutional investors that purchased Watsco stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Moneta Group Investment Advisors LLC ($1.49M), Baillie Gifford & Co. ($0.49M), BlackRock Inc. ($0.48M), Kayne Anderson Rudnick Investment Management LLC ($0.31M), Norges Bank ($0.28M), Millennium Management LLC ($0.28M), and Nordea Investment Management AB ($0.23M).

How much institutional buying is happening at Watsco?: Institutional investors have bought a total of 10,468,481 shares in the last 24 months. This purchase volume represents approximately $2.76B in transactions.
Which Watsco major shareholders have been selling company stock?: Of the 353 institutional investors that sold Watsco stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ninety One UK Ltd ($0.23M), Price T Rowe Associates Inc. MD ($0.20M), Dearborn Partners LLC ($0.18M), BlackRock Inc. ($0.18M), Renaissance Technologies LLC ($0.17M), Epoch Investment Partners Inc. ($0.14M), and Vanguard Group Inc. ($0.12M).
How much institutional selling is happening at Watsco?: Institutional investors have sold a total of 4,098,461 shares in the last 24 months. This volume of shares sold represents approximately $1.11B in transactions.

This page (NYSE:WSO) was last updated on 3/20/2023 by MarketBeat.com Staff

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Watsco - WSO Institutional Ownership

WSO Institutional Buying and Selling by Quarter

Watsco Major Shareholders & Ownership History

WSO Institutional Ownership - Frequently Asked Questions

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Watsco - WSO Institutional Ownership

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

WSO Institutional Buying and Selling by Quarter

Watsco Major Shareholders & Ownership History

WSO Institutional Ownership - Frequently Asked Questions