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Watsco (WSO) Institutional Ownership

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$471.16 -1.26 (-0.27%)
Closing price 03:59 PM Eastern
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$470.84 -0.32 (-0.07%)
As of 07:20 PM 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)
537
Total
Institutional Inflows
(last 12 months)
$2.30B
Number of
Institutional Sellers
(last 12 months)
402
Total
Institutional Outflows
(last 12 months)
$1.67B
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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
7/18/2025Access Financial Services Inc.3,560$1.57M0.6%+4.3%0.009%
7/18/2025Parsons Capital Management Inc. RI1,907$842K0.1%-1.2%0.005%
7/18/2025Trust Co. of Vermont238$105K0.0%+10.2%0.001%
7/18/2025Impact Capital Partners LLC1,441$636K0.2%-2.3%0.004%
7/18/2025Truist Financial Corp19,988$8.83M0.0%-4.2%0.049%
7/17/2025 Chicago Capital LLC2,996$1.32M0.0%-1.6%0.007%
7/17/2025 Trivium Point Advisory LLC939$415K0.0%-5.0%0.002%
7/17/2025 Greenleaf Trust768$339K0.0%-18.0%0.002%
7/17/2025 HB Wealth Management LLC1,566$692K0.0%+17.0%0.004%
7/17/2025 Taylor Frigon Capital Management LLC3,811$1.68M0.9%-3.6%0.009%
7/17/2025 GC Wealth Management RIA LLC1,237$546K0.0%N/A0.003%
7/17/2025 Crown Oak Advisors LLC23,921$10.56M5.0%-1.8%0.059%
7/17/2025 LVW Advisors LLC1,664$735K0.1%-8.7%0.004%
7/16/2025 Signaturefd LLC587$259K0.0%-11.9%0.001%
7/16/2025 Ipswich Investment Management Co. Inc.17,234$7.61M1.8%-3.6%0.043%
7/16/2025 State of Alaska Department of Revenue3,927$1.73M0.0%-3.7%0.010%
7/16/2025 Eagle Global Advisors LLC586$259K0.0%-4.2%0.001%
7/16/2025 Vision Capital Management Inc.18,847$8.32M1.1%+5.6%0.047%
7/16/2025 TCI Wealth Advisors Inc.1,796$793K0.1%N/A0.004%
7/16/2025 American National Bank & Trust2,245$991K0.1%-9.7%0.006%
7/16/2025 Perigon Wealth Management LLC3,244$1.43M0.0%-8.2%0.008%
7/15/2025 Riverbridge Partners LLC92,603$40.90M0.7%-10.5%0.229%
7/15/2025 TD Private Client Wealth LLC4,558$2.01M0.0%-5.9%0.011%
7/15/2025 Public Employees Retirement System of Ohio13,481$5.95M0.0%+0.3%0.033%
7/15/2025 Norden Group LLC2,188$966K0.1%-4.0%0.005%
7/15/2025 Fifth Third Bancorp937$414K0.0%-8.9%0.002%
7/15/2025 MCF Advisors LLC214$95K0.0%+46.6%0.001%
7/15/2025 Fortitude Family Office LLC108$48K0.0%+500.0%0.000%
7/14/2025 CHICAGO TRUST Co NA3,236$1.43M0.2%+3.7%0.008%
7/14/2025 Golden State Equity Partners1,501$663K0.1%-1.9%0.004%
7/14/2025 LaFleur & Godfrey LLC39,378$17.39M2.2%+2.9%0.097%
7/14/2025 GAMMA Investing LLC766$338K0.0%-18.5%0.002%
7/14/2025 Park Avenue Securities LLC1,296$573K0.0%N/A0.003%
7/14/2025 Avanza Fonder AB3,886$1.72M0.1%+2.6%0.010%
7/11/2025 Abacus FCF Advisors LLC16,468$7.27M1.0%+178.6%0.041%
7/11/2025 Farther Finance Advisors LLC1,865$824K0.0%+16.2%0.005%
7/11/2025 IFM Investors Pty Ltd6,999$3.09M0.0%+4.7%0.017%
7/10/2025 Trust Point Inc.971$429K0.0%-31.7%0.002%
7/10/2025 Carderock Capital Management Inc.14,486$6.40M1.6%+4.6%0.036%
7/10/2025 Wealth Enhancement Advisory Services LLC15,993$7.31M0.0%+1.4%0.039%
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7/10/2025 Bath Savings Trust Co39,191$17.31M1.8%-0.3%0.097%
7/10/2025 Mn Services Vermogensbeheer B.V.13,000$5.74M0.0%+5.7%0.032%
7/10/2025 Swedbank AB78,585$34.71M0.0%+3.8%0.194%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd31,465$13.90M0.1%+45.5%0.078%
7/9/2025 Procyon Advisors LLC3,029$1.34M0.1%-3.1%0.007%
7/9/2025 Tounjian Advisory Partners LLC1,954$863K0.2%-1.3%0.005%
7/9/2025 Gateway Investment Advisers LLC2,326$1.03M0.0%-20.2%0.006%
7/9/2025 Thrive Wealth Management LLC771$340K0.1%+6.3%0.002%
7/9/2025 Dudley & Shanley Inc.39,833$17.59M2.8%+56.7%0.098%
7/9/2025 MassMutual Private Wealth & Trust FSB846$374K0.0%-8.0%0.002%
7/8/2025 Parallel Advisors LLC1,321$583K0.0%-3.9%0.003%
7/3/2025 Fiduciary Financial Group LLC680$310K0.1%-12.6%0.002%
6/26/2025AG2R LA Mondiale Gestion D Actifs2,871$1.46M0.1%N/A0.007%
6/23/2025 Swedbank AB75,731$38.49M0.1%-27.1%0.187%
6/18/2025Voya Investment Management LLC16,218$8.24M0.0%+23.1%0.040%
6/3/2025Inspire Investing LLC4,278$2.18M0.3%+3.1%0.011%
6/2/2025Modern Wealth Management LLC744$378K0.0%+16.8%0.002%
5/28/2025Strs Ohio2,443$1.24M0.0%N/A0.006%
5/27/2025 Carderock Capital Management Inc.13,848$7.04M1.9%+7.7%0.034%
5/27/2025Advisors Capital Management LLC16,570$8.42M0.1%+0.4%0.041%
5/21/2025Geneos 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%
5/20/2025Belpointe Asset Management LLC2,803$1.43M0.1%+2.5%0.007%
5/20/2025Intech Investment Management LLC8,625$4.38M0.0%-19.1%0.021%
5/20/2025Focus Partners Wealth8,524$4.33M0.0%+10.5%0.021%
5/20/2025Flaharty Asset Management LLC100$51K0.0%N/A0.000%
5/20/2025Integrity Alliance LLC.446$227K0.0%N/A0.001%
5/20/2025 Ransom Advisory Ltd88$45K0.0%N/A0.000%
5/19/2025SageView Advisory Group LLC423$215K0.0%-9.0%0.001%
5/19/2025Bayforest Capital Ltd1,362$692K0.3%+479.6%0.003%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC145,060$73.73M0.0%+11.3%0.359%
5/16/2025Empowered Funds LLC5,927$3.01M0.0%+4.1%0.015%
5/16/2025Ascent Group LLC2,335$1.19M0.1%+2.9%0.006%
5/16/2025United Services Automobile Association2,244$1.13M0.0%N/A0.006%
5/16/2025Meiji Yasuda Asset Management Co Ltd.1,925$978K0.0%-1.2%0.005%
5/16/2025Arete Wealth Advisors LLC679$345K0.0%-24.4%0.002%
5/16/2025Goldman Sachs Group Inc.468,875$238.33M0.0%+62.8%1.157%
5/16/2025Jones Financial Companies Lllp64$33K0.0%-94.6%0.000%
5/16/2025Teza Capital Management LLC875$445K0.2%-41.2%0.002%
5/16/2025 Rise Advisors LLC67$34K0.0%-25.6%0.000%
5/16/2025Nissay Asset Management Corp Japan ADV4,351$2.21M0.0%+1.3%0.011%
5/16/2025NewEdge Advisors LLC3,213$1.63M0.0%+5.5%0.008%
5/16/2025Integrated Wealth Concepts LLC1,221$620K0.0%-33.4%0.003%
5/16/2025Jacobs Levy Equity Management Inc.107,290$54.54M0.2%N/A0.266%
5/16/2025Gotham Asset Management LLC42,056$21.38M0.2%+55.3%0.104%
5/16/2025Curi RMB Capital LLC76,139$38.70M1.0%-3.1%0.188%
5/16/2025Alliancebernstein L.P.48,992$24.90M0.0%-1.8%0.121%
5/16/2025AQR Capital Management LLC32,217$15.84M0.0%+28.0%0.080%
5/16/2025Advisors Asset Management Inc.6,196$3.15M0.1%-39.9%0.015%
5/16/2025Amundi26,348$12.98M0.0%+5.2%0.065%
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5/15/2025Perbak Capital Partners LLP626$318K0.2%N/A0.002%
5/15/2025Dark Forest Capital Management LP8,333$4.24M0.2%+912.5%0.021%
5/15/2025Flputnam Investment Management Co.874$444K0.0%+6.5%0.002%
5/15/2025Royal Bank of Canada229,597$116.71M0.0%+0.6%0.568%
5/15/2025Graham Capital Management L.P.2,000$1.02M0.0%-45.9%0.005%
5/15/2025Alamea Verwaltungs GmbH1,045$531K0.5%N/A0.003%
5/15/2025Baird Financial Group Inc.107,925$54.86M0.1%-2.3%0.267%
5/15/2025Vident Advisory LLC1,892$962K0.0%+26.6%0.005%
5/15/2025Evergreen Capital Management LLC1,248$634K0.0%+10.1%0.003%
5/15/2025Pembroke Management LTD35,161$17.87M2.6%-40.6%0.087%
(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 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 727 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 ($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 4,711,636 shares in the last 24 months. This purchase volume represents approximately $2.30B in transactions.

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

Of the 401 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. ($439.27K), International Assets Investment Management LLC ($233.12K), Barclays PLC ($221.22K), Wellington Management Group LLP ($193.77K), Mitsubishi UFJ Trust & Banking Corp ($176.85K), FMR LLC ($152.92K), and Kayne Anderson Rudnick Investment Management LLC ($148.81K).

How much institutional selling is happening at Watsco?

Institutional investors have sold a total of 3,450,303 shares in the last 24 months. This volume of shares sold represents approximately $1.67B in transactions.



This page (NYSE:WSO) was last updated on 7/18/2025 by MarketBeat.com Staff
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