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Watsco (WSO) Institutional Ownership

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$471.33 -4.96 (-1.04%)
Closing price 07/11/2025 03:58 PM Eastern
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$470.27 -1.06 (-0.22%)
As of 07/11/2025 05:23 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
533
Total
Institutional Inflows
(last 12 months)
$2.30B
Number of
Institutional Sellers
(last 12 months)
397
Total
Institutional Outflows
(last 12 months)
$1.67B
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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
7/11/2025Abacus FCF Advisors LLC16,468$7.27M1.0%+178.6%0.041%
7/11/2025Farther Finance Advisors LLC1,865$824K0.0%+16.2%0.005%
7/11/2025IFM 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%
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%
5/21/2025IFM 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%
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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%
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%
5/15/2025WPG Advisers LLC50$25K0.0%N/A0.000%
5/15/2025Trexquant Investment LP5,868$2.98M0.0%N/A0.015%
5/15/2025OMERS ADMINISTRATION Corp1,219$620K0.0%-14.0%0.003%
5/14/2025B. Metzler seel. Sohn & Co. AG18,950$9.63M0.1%+3.4%0.047%
5/14/2025CreativeOne Wealth LLC3,157$1.61M0.0%+7.9%0.008%
5/14/2025Rafferty Asset Management LLC597$303K0.0%-24.9%0.001%
5/14/2025Caisse DE Depot ET Placement DU Quebec24,755$12.58M0.0%N/A0.061%
5/14/2025Corebridge Financial Inc.38,469$19.55M0.1%-2.4%0.095%
5/14/2025Kayne Anderson Rudnick Investment Management LLC1,557,610$791.73M1.9%+0.5%3.855%
5/14/2025Comerica Bank34,204$17.39M0.1%+10.8%0.085%
5/14/2025Freedom Investment Management Inc.504$256K0.0%+4.8%0.001%
5/14/2025Synovus Financial Corp522$265K0.0%+5.9%0.001%
5/14/2025MetLife Investment Management LLC19,338$9.83M0.1%-1.5%0.048%
5/14/2025Walleye Trading LLC2,627$1.34M0.0%-343.2%0.007%
5/14/2025ICONIQ Capital LLC401$204K0.0%N/A0.001%
5/14/2025Quantitative Investment Management LLC926$470K0.0%N/A0.002%
5/14/2025Jump Financial LLC7,743$3.94M0.1%+65.7%0.019%
5/14/2025Smartleaf Asset Management LLC189$95K0.0%+45.4%0.000%
5/14/2025Bahl & Gaynor Inc.290,327$147.57M0.8%+15.4%0.719%
5/14/2025Northwestern Mutual Wealth Management Co.878$446K0.0%-15.5%0.002%
5/14/2025Haverford Trust Co864$439K0.0%-4.4%0.002%
5/14/2025AlphaQuest LLC1,052$535K0.1%+921.4%0.003%
5/14/2025Allstate Corp1,937$985K0.0%+91.8%0.005%
5/14/2025Compound Planning Inc.1,722$875K0.0%+10.0%0.004%
Utah’s New Oil Find (Ad)

The Real Reason 218,000 Acres Just Vanished The government just quietly leased 218,000 acres in the middle of the Utah's Black Desert. Why? Not for oil discovery. Or uranium or solar. Instead, what’s happening beneath this patch of sand is the discovery of a new kind of energy. Google, Buffett, and a even tech billionaires like Gates, Bezos, and Zuckerberg are grabbing a stake.

Find out why this could be the most lucrative "underground" energy story in America
5/14/2025CW Advisors LLC2,695$1.38M0.0%+210.8%0.007%
5/14/2025Summit Financial LLC551$280K0.0%-22.4%0.001%
5/14/2025T. Rowe Price Investment Management Inc.53,643$27.27M0.0%-1.4%0.133%
5/14/2025Capital Analysts LLC2,090$1.06M0.0%-1.8%0.005%
5/14/2025Level Four Advisory Services LLC5,385$2.74M0.1%+4.0%0.013%
5/14/2025Credit Agricole S A5,820$2.96M0.0%+33.6%0.014%
5/14/2025Berkshire Asset Management LLC PA472$221K0.0%N/A0.001%
5/14/2025BI Asset Management Fondsmaeglerselskab A S1,658$843K0.0%-19.7%0.004%
5/14/2025Hsbc Holdings PLC23,598$11.92M0.0%-26.1%0.058%
5/14/2025Maven Securities LTD900$457K0.0%N/A0.002%
(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 726 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 4,709,594 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 397 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 Swedbank AB ($151.50K).

How much institutional selling is happening at Watsco?

Institutional investors have sold a total of 3,460,436 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 7/12/2025 by MarketBeat.com Staff
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