Watsco (WSO) Institutional Ownership

$510.55

+19.91 (+4.06%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 89.71%
Number of Institutional Buyers (last 12 months): 435
Total Institutional Inflows (last 12 months): $1.76B

Number of Institutional Sellers (last 12 months): 315
Total Institutional Outflows (last 12 months): $1.38B

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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
7/26/2024	Cambridge Investment Research Advisors Inc.	3,663	$1.70M	0.0%	-4.9%	0.009%
7/26/2024	Atomi Financial Group Inc.	473	$219K	0.0%	N/A	0.001%
7/26/2024	Groesbeck Investment Management Corp NJ	1,486	$688K	1.0%	-34.4%	0.004%
7/26/2024	Dearborn Partners LLC	99,667	$46.17M	2.0%	-2.5%	0.247%
7/26/2024	Allspring Global Investments Holdings LLC	118,089	$54.70M	0.1%	-4.4%	0.293%
7/26/2024	Alpha Omega Wealth Management LLC	3,238	$1.50M	0.3%	-12.4%	0.008%
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7/26/2024	SlateStone Wealth LLC	1,925	$892K	0.1%	+6.8%	0.005%
7/26/2024	Bank of New York Mellon Corp	393,032	$182.07M	0.0%	+1.6%	0.975%
7/25/2024	Raymond James Trust N.A.	4,254	$1.97M	0.0%	-4.9%	0.011%
7/25/2024	Moody Lynn & Lieberson LLC	1,543	$715K	0.0%	-2.2%	0.004%
7/25/2024	Baillie Gifford & Co.	1,419,839	$657.73M	0.5%	-2.6%	3.523%
7/25/2024	RFP Financial Group LLC	386	$179K	0.1%	+13.5%	0.001%
7/25/2024	Mn Services Vermogensbeheer B.V.	13,300	$6.16M	0.0%	-2.9%	0.033%
7/25/2024	Schwartz Investment Counsel Inc.	61,000	$28.26M	1.0%	+8.9%	0.151%
7/24/2024	LRI Investments LLC	507	$235K	0.0%	+3,068.8%	0.001%
7/24/2024	Baskin Financial Services Inc.	66,409	$30.76M	2.6%	+0.8%	0.165%
7/24/2024	Tower Bridge Advisors	17,398	$8.06M	0.7%	-1.9%	0.043%
7/24/2024	Retirement Systems of Alabama	50,595	$23.44M	0.1%	+1.9%	0.126%
7/24/2024	Charter Oak Capital Management LLC	2,500	$1.16M	0.1%	-1.6%	0.006%
7/24/2024	New York State Teachers Retirement System	37,611	$17.42M	0.0%	-7.6%	0.093%
7/24/2024	My Legacy Advisors LLC	690	$320K	0.1%	N/A	0.002%
7/24/2024	Louisiana State Employees Retirement System	9,100	$4.22M	0.1%	+1.1%	0.023%
7/24/2024	&PARTNERS	1,975	$915K	0.0%	N/A	0.005%
7/23/2024	LaFleur & Godfrey LLC	42,404	$19.64M	2.9%	-2.5%	0.105%
7/23/2024	Harvey Investment Co. LLC	2,685	$1.24M	0.1%	-1.1%	0.007%
7/23/2024	Fifth Third Wealth Advisors LLC	1,079	$500K	0.0%	N/A	0.003%
7/22/2024	Centennial Wealth Advisory LLC	722	$335K	0.1%	-27.2%	0.002%
7/22/2024	Fifth Third Bancorp	985	$456K	0.0%	-19.5%	0.002%
7/22/2024	Grace & White Inc. NY	42,550	$19.71M	3.6%	-0.2%	0.106%
7/22/2024	Running Oak Capital LLC	23,178	$9.93M	1.8%	-10.6%	0.058%
7/22/2024	Freedom Day Solutions LLC	7,572	$3.51M	1.2%	-1.1%	0.019%
7/22/2024	Carnegie Investment Counsel	33,807	$15.66M	0.5%	-0.3%	0.084%
7/22/2024	Dakota Wealth Management	850	$394K	0.0%	-88.6%	0.002%
7/20/2024	First Citizens Bank & Trust Co.	717	$332K	0.0%	N/A	0.002%
7/20/2024	First Horizon Advisors Inc.	474	$220K	0.0%	+8.2%	0.001%
7/20/2024	Nisa Investment Advisors LLC	18,540	$8.59M	0.1%	+16.3%	0.046%
7/20/2024	Hennion & Walsh Asset Management Inc.	6,620	$3.07M	0.2%	-10.7%	0.016%
7/19/2024	Raymond James & Associates	358,843	$166.23M	0.1%	-2.2%	0.890%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	63,684	$29.50M	0.0%	-10.7%	0.158%
7/19/2024	Caledonia Investments PLC	213,427	$98.94M	11.9%	-5.3%	0.530%
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7/19/2024	Everpar Advisors LLC	1,099	$509K	0.3%	+7.5%	0.003%
7/18/2024	Gradient Investments LLC	234	$108K	0.0%	N/A	0.001%
7/18/2024	Blue Trust Inc.	220	$95K	0.0%	+86.4%	0.001%
7/18/2024	Baker Tilly Wealth Management LLC	470	$218K	0.1%	-57.7%	0.001%
7/18/2024	Portside Wealth Group LLC	2,821	$1.31M	0.2%	-3.8%	0.007%
7/18/2024	Naples Global Advisors LLC	16,663	$7.72M	0.8%	-0.8%	0.041%
7/18/2024	Cordatus Wealth Management LLC	516	$239K	0.1%	N/A	0.001%
7/18/2024	Assenagon Asset Management S.A.	664	$308K	0.0%	+24.6%	0.002%
7/18/2024	Fiduciary Financial Group LLC	811	$376K	0.1%	N/A	0.002%
7/18/2024	Swedbank AB	191,012	$88.48M	0.1%	-9.0%	0.474%
7/17/2024	Loring Wolcott & Coolidge Fiduciary Advisors LLP MA	34,761	$16.10M	0.1%	-1.1%	0.086%
7/17/2024	Oak Ridge Investments LLC	1,962	$909K	0.1%	+4.5%	0.005%
7/16/2024	Envestnet Portfolio Solutions Inc.	4,393	$2.04M	0.0%	-12.0%	0.011%
7/16/2024	Great Valley Advisor Group Inc.	5,977	$2.77M	0.1%	+23.4%	0.015%
7/16/2024	Wealth Enhancement Advisory Services LLC	20,963	$9.71M	0.0%	-8.3%	0.052%
7/16/2024	Cox Capital Mgt LLC	2,200	$1.02M	0.6%	-19.0%	0.005%
7/16/2024	M&G Plc	1,774	$821K	0.0%	N/A	0.004%
7/16/2024	WASHINGTON TRUST Co	43,044	$19.94M	0.7%	-3.5%	0.107%
7/16/2024	Sequoia Financial Advisors LLC	548	$254K	0.0%	+14.6%	0.001%
7/16/2024	LVW Advisors LLC	1,712	$793K	0.1%	+11.7%	0.004%
7/15/2024	Crown Oak Advisors LLC	21,205	$9.82M	5.6%	+0.2%	0.053%
7/15/2024	RFG Advisory LLC	3,739	$1.73M	0.1%	-5.8%	0.009%
7/12/2024	Thrive Wealth Management LLC	663	$307K	0.1%	+10.3%	0.002%
7/12/2024	Diversify Advisory Services LLC	678	$323K	0.0%	-64.2%	0.002%
7/12/2024	Gateway Investment Advisers LLC	4,553	$2.11M	0.0%	N/A	0.011%
7/12/2024	QRG Capital Management Inc.	1,018	$472K	0.0%	+20.5%	0.003%
7/12/2024	Bath Savings Trust Co	40,368	$18.70M	2.0%	-1.7%	0.100%
7/11/2024	CHICAGO TRUST Co NA	3,252	$1.51M	0.3%	+3.6%	0.008%
7/11/2024	OLD National Bancorp IN	6,397	$2.96M	0.1%	-52.7%	0.016%
7/11/2024	Trinity Financial Advisors LLC	452	$209K	0.1%	N/A	0.001%
7/10/2024	Gulf International Bank UK Ltd	2,758	$1.28M	0.0%	-4.2%	0.007%
7/10/2024	CWM LLC	928	$430K	0.0%	-3.0%	0.002%
7/9/2024	Park Avenue Securities LLC	1,710	$792K	0.0%	-4.1%	0.004%
7/9/2024	First Bank & Trust	1,263	$585K	0.1%	-2.2%	0.003%
7/9/2024	Dudley & Shanley Inc.	25,403	$11.77M	2.0%	-1.3%	0.063%
7/9/2024	Mather Group LLC.	293	$127K	0.0%	+10.2%	0.001%
7/5/2024	Thurston Springer Miller Herd & Titak Inc.	864	$400K	0.1%	N/A	0.002%
7/5/2024	DNB Asset Management AS	8,212	$3.80M	0.0%	+2.2%	0.020%
7/2/2024	First Hawaiian Bank	4,819	$2.23M	0.1%	-9.3%	0.012%
7/2/2024	GAMMA Investing LLC	358	$166K	0.0%	+38.8%	0.001%
7/2/2024	Appleton Partners Inc. MA	8,700	$4.03M	0.3%	-9.2%	0.022%
6/11/2024	EverSource Wealth Advisors LLC	3,374	$1.51M	0.1%	+256.3%	0.008%
6/4/2024	DekaBank Deutsche Girozentrale	38,830	$16.61M	0.0%	+225.8%	0.096%
5/30/2024	Cambridge Trust Co.	3,120	$1.35M	0.1%	-17.8%	0.008%
5/28/2024	Teachers Retirement System of The State of Kentucky	34,247	$14.79M	0.1%	+2.3%	0.085%
5/24/2024	Cetera Advisors LLC	4,603	$1.99M	0.0%	+22.9%	0.011%
5/24/2024	Cetera Investment Advisers	8,379	$3.62M	0.0%	+209.4%	0.021%
5/21/2024	Atria Investments Inc	7,691	$3.32M	0.0%	-11.9%	0.019%
5/21/2024	Swedbank AB	210,001	$90.71M	0.1%	N/A	0.521%
5/17/2024	Plato Investment Management Ltd	955	$413K	0.0%	N/A	0.002%
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5/17/2024	iA Global Asset Management Inc.	2,038	$880K	0.0%	+42.0%	0.005%
5/17/2024	LBP AM SA	2,198	$949K	0.0%	N/A	0.006%
5/17/2024	Comerica Bank	33,430	$14.44M	0.1%	-19.4%	0.085%
5/17/2024	Tidal Investments LLC	496	$214K	0.0%	N/A	0.001%
5/17/2024	Motley Fool Asset Management LLC	80,288	$34.68M	2.2%	-8.8%	0.203%
5/16/2024	California State Teachers Retirement System	53,064	$22.92M	0.0%	+1.0%	0.134%
5/16/2024	B. Riley Wealth Advisors Inc.	3,321	$1.44M	0.0%	+22.1%	0.008%
5/16/2024	2Xideas AG	24,845	$10.73M	1.3%	-13.6%	0.063%
5/16/2024	Janus Henderson Group PLC	2,075	$895K	0.0%	+168.8%	0.005%
5/16/2024	Captrust Financial Advisors	53,920	$23.29M	0.1%	-3.1%	0.137%

(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, 715 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. ($657.73M), 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 628 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 8,867,947 shares in the last 24 months. This purchase volume represents approximately $2.99B in transactions.
Which Watsco major shareholders have been selling company stock?: Of the 402 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. ($768.01K), Balyasny Asset Management L.P. ($282.36K), Dearborn Partners LLC ($250.43K), DAVENPORT & Co LLC ($193.60K), 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 5,283,014 shares in the last 24 months. This volume of shares sold represents approximately $1.94B in transactions.