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NYSE:WSO

Watsco - WSO Institutional Ownership

$300.20
+4.40 (+1.49%)
(As of 03/20/2023 12:00 AM ET)
Add
Compare
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 Changes (13F Filings) for Watsco (NYSE:WSO)

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
Skip Chart & View Institutional Buying and Selling Data

WSO Institutional Buying and Selling by Quarter

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Watsco Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/10/2023Victory Capital Management Inc.140,055$34.93M0.0%-9.6%0.361%
3/6/2023Rockefeller Capital Management L.P.2,502$0.62M0.0%-2.5%0.006%
3/3/2023Robotti Robert1,700$0.42M0.1%-46.9%0.004%
3/2/2023Loring Wolcott & Coolidge Fiduciary Advisors LLP MA31,134$7.77M0.1%+15.8%0.080%
2/28/2023Voya Investment Management LLC12,974$3.24M0.0%-0.6%0.033%
2/28/2023Trust Investment Advisors3,173$0.79M0.4%N/A0.008%
2/22/2023Teachers Retirement System of The State of Kentucky55,726$13.90M0.1%+0.4%0.144%
2/21/2023Macquarie Group Ltd.148,406$37.01M0.0%+4.2%0.383%
2/21/2023Northwestern Mutual Wealth Management Co.7,106$1.77M0.0%+3.3%0.018%
2/21/2023Equitable Trust Co.1,724$0.43M0.0%N/A0.004%
2/21/2023Northwestern Mutual Investment Management Company LLC3,079$0.77M0.0%-35.8%0.008%
2/17/2023Truist Financial Corp57,372$14.31M0.0%+0.3%0.148%
2/17/2023Coppell Advisory Solutions Corp.292$73K0.0%N/A0.001%
2/17/2023Linden Thomas Advisory Services LLC2,009$0.50M0.1%N/A0.005%
2/16/2023GHP Investment Advisors Inc.13,414$3.35M0.2%+59.7%0.035%
2/16/2023DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main2,000$0.50M0.0%+100.0%0.005%
2/16/2023Moneta Group Investment Advisors LLC1,494$0.37M0.0%+5.7%0.004%
2/16/2023Alliancebernstein L.P.49,528$12.35M0.0%-20.8%0.128%
2/16/2023Point72 Middle East FZE1,642$0.41M0.0%N/A0.004%
2/16/2023RFG Advisory LLC4,821$1.52M0.1%+4.5%0.012%
2/16/2023Resurgent Financial Advisors LLC156$39K0.0%N/A0.000%
2/15/2023Public Employees Retirement System of Ohio18,890$4.71M0.0%-3.8%0.049%
2/15/2023CI Private Wealth LLC1,524$0.38M0.0%N/A0.004%
2/15/2023MetLife Investment Management LLC21,631$5.40M0.0%-1.9%0.056%
2/15/2023Moneta Group Investment Advisors LLC1,494,050$372.62M0.0%+105,561.2%3.857%
2/15/2023Kensington Investment Counsel LLC11,595$2.89M2.3%-3.2%0.030%
2/15/2023Salem Investment Counselors Inc.400$100K0.0%+3,900.0%0.001%
2/15/2023Captrust Financial Advisors54,488$13.59M0.1%+23.5%0.141%
2/15/2023Lazard Asset Management LLC5,253$1.31M0.0%-54.2%0.014%
2/15/2023Cerity Partners LLC1,333$0.33M0.0%-60.8%0.003%
2/15/2023Vestcor Inc25,163$6.28M0.2%-1.4%0.065%
2/15/2023Running Oak Capital LLC20,761$5.18M1.5%-3.9%0.054%
2/15/2023State of Wisconsin Investment Board44,639$11.13M0.0%-4.3%0.115%
2/15/2023Schonfeld Strategic Advisors LLC27,894$6.96M0.1%+56.9%0.072%
2/15/2023Squarepoint Ops LLC44,110$11M0.0%+73.6%0.114%
2/15/2023T. Rowe Price Investment Management Inc.60,634$15.12M0.0%+3.2%0.157%
2/15/2023Loring Wolcott & Coolidge Fiduciary Advisors LLP MA31,644$8.67M0.1%+17.7%0.082%
2/15/2023LRT Capital Management LLC16,443$4.10M2.4%+11.4%0.042%
2/15/2023Legal & General Group Plc79,269$19.77M0.0%+1.5%0.205%
2/15/2023Millennium Management LLC155,915$38.89M0.0%+332.7%0.403%
2/15/2023Man Group plc2,087$0.52M0.0%N/A0.005%
2/15/2023Mariner LLC4,652$1.16M0.0%+9.0%0.012%
2/15/2023Norges Bank279,241$69.64M0.0%N/A0.721%
2/15/2023Eagle Asset Management Inc.12,746$3.26M0.0%-0.8%0.033%
2/15/2023Echo Street Capital Management LLC7,110$1.77M0.0%N/A0.018%
2/15/2023Eqis Capital Management Inc.1,867$0.47M0.1%-6.7%0.005%
2/15/2023First Manhattan Co.455$0.11M0.0%+26.4%0.001%
2/15/2023Algert Global LLC7,230$1.80M0.1%-30.5%0.019%
2/15/2023Alps Advisors Inc.13,537$3.38M0.0%+9.9%0.035%
2/15/2023AQR Capital Management LLC22,245$5.55M0.0%-1.6%0.057%
2/15/2023Advantage Alpha Capital Partners LP23,050$5.75M1.2%-5.3%0.060%
2/15/2023Applied Capital LLC FL6,584$1.64M1.6%N/A0.017%
2/14/2023PDT Partners LLC1,408$0.35M0.1%N/A0.004%
2/14/2023Vident Investment Advisory LLC24,431$6.09M0.2%+1.1%0.063%
2/14/2023Industrial Alliance Investment Management Inc.193$48K0.0%+359.5%0.000%
2/14/2023DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main2,000$0.50M0.0%+100.0%0.005%
2/14/2023Price T Rowe Associates Inc. MD190,328$47.47M0.0%-6.7%0.491%
2/14/2023Verition Fund Management LLC825$0.21M0.0%N/A0.002%
2/14/2023Cetera Advisor Networks LLC3,182$0.79M0.0%N/A0.008%
2/14/2023Cetera Investment Advisers3,096$0.77M0.0%+15.4%0.008%
2/14/2023Cetera Advisors LLC2,796$0.70M0.0%+18.1%0.007%
2/14/2023Amundi2,736$0.75M0.0%-13.3%0.007%
2/14/2023Marshall Wace LLP2,297$0.57M0.0%N/A0.006%
2/14/2023Two Sigma Investments LP5,323$1.33M0.0%N/A0.014%
2/14/20232Xideas AG31,888$7.95M0.8%+9.1%0.082%
2/14/2023Engineers Gate Manager LP1,882$0.47M0.0%+93.4%0.005%
2/14/2023Penserra Capital Management LLC879$0.22M0.0%-24.0%0.002%
2/14/2023Quantinno Capital Management LP3,879$0.97M0.1%-9.3%0.010%
2/14/2023Townsquare Capital LLC26,226$6.54M0.2%+5.0%0.068%
2/13/2023Advisors Asset Management Inc.18,919$4.72M0.1%-14.0%0.049%
2/13/2023First Republic Investment Management Inc.74,297$18.53M0.0%-1.3%0.192%
2/13/2023Charles Schwab Investment Management Inc.1,363,408$329.40M0.1%+6.4%3.519%
2/13/2023Deutsche Bank AG5,454$1.36M0.0%+35.0%0.014%
2/13/2023Brown Advisory Inc.2,156$0.54M0.0%+131.6%0.006%
2/13/2023Johnson Financial Group Inc.1,249$0.31M0.0%-6.4%0.003%
2/13/2023Baird Financial Group Inc.293,723$73.25M0.2%+2.2%0.758%
2/13/2023Premier Asset Management LLC989$0.25M0.3%+15.7%0.003%
2/13/2023BOKF NA7,782$1.94M0.0%+1.9%0.020%
2/13/2023CIBC Asset Management Inc1,110$0.28M0.0%-35.6%0.003%
2/13/2023Schechter Investment Advisors LLC5,275$1.32M0.1%-7.9%0.014%
2/13/2023Bessemer Group Inc.398$99K0.0%+130.1%0.001%
2/13/2023Integrated Wealth Concepts LLC1,450$0.36M0.0%+8.1%0.004%
2/13/2023Wealth Alliance2,129$0.53M0.1%-14.6%0.005%
2/13/2023Shelton Capital Management1,688$0.42M0.0%-3.4%0.004%
2/13/2023Advisors Capital Management LLC18,291$4.56M0.1%+7.9%0.047%
2/13/2023Wells Fargo & Company MN532,365$132.77M0.0%-1.4%1.374%
2/13/2023Heritage Wealth Management LLC2,945$0.73M0.1%+127.2%0.008%
2/13/2023Barclays PLC12,238$3.05M0.0%+24.3%0.032%
2/13/2023Renaissance Technologies LLC213,400$53.22M0.1%+27.4%0.551%
2/13/2023Edgestream Partners L.P.15,135$3.78M0.4%N/A0.039%
2/13/2023The Manufacturers Life Insurance Company 26,836$6.69M0.0%-0.6%0.069%
2/13/2023ExodusPoint Capital Management LP828$0.21M0.0%N/A0.002%
2/13/2023Credit Suisse AG30,486$7.60M0.0%-1.0%0.079%
2/13/2023Neuberger Berman Group LLC677,448$168.96M0.2%-1.3%1.749%
2/13/2023Geode Capital Management LLC559,282$139.48M0.0%+2.2%1.444%
2/13/2023American Century Companies Inc.4,445$1.11M0.0%+39.1%0.011%
2/13/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS14,964$3.73M0.0%+13.7%0.039%
2/13/2023JPMorgan Chase & Co.62,339$15.55M0.0%-9.0%0.161%
2/13/2023M&T Bank Corp2,313$0.67M0.0%+81.7%0.006%
2/13/2023Teacher Retirement System of Texas10,129$2.53M0.0%+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