Free Trial
→ Bitcoin to $200K? (From Stansberry Research) (Ad) Free WSO Stock Alerts

Watsco (WSO) Institutional Ownership

Watsco logo
$496.92 +5.82 (+1.18%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
89.71%
Number of
Institutional Buyers
(last 12 months)
412
Total
Institutional Inflows
(last 12 months)
$1.60B
Number of
Institutional Sellers
(last 12 months)
325
Total
Institutional Outflows
(last 12 months)
$1.52B
Get WSO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Watsco stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

WSO Institutional Buying and Selling by Quarter

Watsco Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Inspire Investing LLC4,151$1.97M0.2%-2.1%0.010%
1/17/2025Avior Wealth Management LLC3,060$1.45M0.1%-7.2%0.008%
1/17/2025Endeavor Private Wealth Inc.313$148K0.1%N/A0.001%
1/17/2025Mutual Advisors LLC855$420K0.0%+15.4%0.002%
1/17/2025Riverbridge Partners LLC113,472$53.77M0.7%-6.5%0.281%
1/17/2025Wendell David Associates Inc.32,217$15.27M1.5%-0.7%0.080%
1/17/2025Janney Montgomery Scott LLC22,044$10.45M0.0%N/A0.055%
1/17/2025SG Americas Securities LLC362$172K0.0%-36.8%0.001%
1/17/2025Phillips Wealth Planners LLC678$315K0.3%-16.8%0.002%
1/17/2025Nisa Investment Advisors LLC17,880$8.47M0.0%-2.4%0.044%
1/17/2025Simon Quick Advisors LLC808$383K0.0%+15.6%0.002%
1/17/2025MCF Advisors LLC150$71K0.0%+30.4%0.000%
1/17/2025Perfromance Wealth Partners LLC1,527$724K0.0%+6.7%0.004%
1/17/2025Atomi Financial Group Inc.1,565$742K0.0%+60.8%0.004%
1/16/2025Hamlin Capital Management LLC345,020$163.50M4.0%+9.7%0.854%
1/16/2025Crossmark Global Holdings Inc.2,330$1.10M0.0%-7.2%0.006%
1/16/2025LaFleur & Godfrey LLC38,634$18.31M2.5%-6.4%0.096%
1/16/2025MassMutual Private Wealth & Trust FSB921$436K0.0%+879.8%0.002%
1/16/2025Thrive Wealth Management LLC618$293K0.1%-5.1%0.002%
1/16/2025Trueblood Wealth Management LLC3,783$1.79M0.9%+2.8%0.009%
1/16/2025Diversify Wealth Management LLC1,481$687K0.1%-3.8%0.004%
1/16/2025My Legacy Advisors LLC687$329K0.1%+3.2%0.002%
1/15/2025 HB Wealth Management LLC757$359K0.0%N/A0.002%
1/15/2025 Verity & Verity LLC1,359$644K0.1%N/A0.003%
1/15/2025 Arkadios Wealth Advisors608$288K0.0%-5.6%0.002%
1/15/2025 Carderock Capital Management Inc.12,852$6.09M1.5%-1.0%0.032%
1/15/2025 Avanza Fonder AB3,913$1.85M0.1%N/A0.010%
1/15/2025 Carnegie Investment Counsel34,034$16.13M0.5%-0.4%0.084%
1/15/2025 Gateway Investment Advisers LLC4,032$1.91M0.0%-11.4%0.010%
1/15/2025 Hennion & Walsh Asset Management Inc.3,577$1.70M0.1%-29.1%0.009%
1/14/2025 Heritage Family Offices LLP898$425K0.2%-6.3%0.002%
1/14/2025 Park Avenue Securities LLC1,594$755K0.0%-1.4%0.004%
1/14/2025 Fifth Third Wealth Advisors LLC1,299$616K0.0%+19.0%0.003%
1/14/2025 Fiduciary Financial Group LLC800$371K0.1%-3.3%0.002%
1/13/2025 Eastern Bank2,934$1.39M0.0%-1.3%0.007%
1/13/2025 Fulcrum Capital LLC671$318K0.1%+8.4%0.002%
1/13/2025 Eagle Bay Advisors LLC276$131K0.1%-12.4%0.001%
1/13/2025 CHICAGO TRUST Co NA3,121$1.48M0.3%-20.6%0.008%
1/10/2025 Hilltop National Bank321$152K0.0%-7.8%0.001%
1/10/2025 Caledonia Investments PLC194,427$92.17M11.0%-2.5%0.481%
Bitcoin to $200K? (Ad)

Newsweek recently asked several analysts whether they think Bitcoin will hit $200,000 by the end of 2025. Today, he says there's a much smaller crypto – trading for less than $1 – that's likely to deliver way bigger gains than Bitcoin.

This is the #1 crypto you should buy in 2025.
1/8/2025 First Hawaiian Bank4,435$2.10M0.1%+1.0%0.011%
1/8/2025 International Assets Investment Management LLC527$247K0.0%-99.8%0.001%
1/8/2025 Park National Corp OH1,031$489K0.0%-8.9%0.003%
1/7/2025 Birch Capital Management LLC3,905$1.85M0.9%-3.3%0.010%
1/7/2025 Bath Savings Trust Co39,529$18.73M1.9%-1.7%0.098%
1/6/2025 Nordea Investment Management AB46,639$22.20M0.0%-9.8%0.115%
1/3/2025 Everence Capital Management Inc.940$445K0.0%N/A0.002%
1/3/2025 GAMMA Investing LLC534$253K0.0%+8.8%0.001%
12/26/2024JPMorgan Chase & Co.464,061$228.26M0.0%+9.9%1.149%
12/19/2024Principal Financial Group Inc.87,820$43.20M0.0%-21.9%0.217%
12/13/2024B. Riley Wealth Advisors Inc.2,030$992K0.0%-27.1%0.005%
12/6/2024Retirement Systems of Alabama54,408$26.76M0.1%+7.5%0.135%
12/3/2024Oddo BHF Asset Management Sas2,707$1.33M0.1%N/A0.007%
11/27/2024Franklin Resources Inc.51,590$25.65M0.0%+5.6%0.128%
11/25/2024Tidal Investments LLC2,269$1.12M0.0%+3.1%0.006%
11/25/2024Sanctuary Advisors LLC8,088$3.98M0.0%+1.3%0.020%
11/22/2024Stock Yards Bank & Trust Co.1,868$919K0.0%-1.6%0.005%
11/21/2024Anchor Investment Management LLC228$112K0.0%+500.0%0.001%
11/21/2024Tudor Financial Inc.1,195$588K0.4%N/A0.003%
11/20/2024Virtu Financial LLC939$462K0.0%-59.0%0.002%
11/18/2024Arete Wealth Advisors LLC812$397K0.0%-8.5%0.002%
11/18/2024Teachers Retirement System of The State of Kentucky34,467$16.95M0.1%+0.6%0.085%
11/18/2024Toronto Dominion Bank4,258$2.09M0.0%+32.2%0.011%
11/18/2024Coldstream Capital Management Inc.5,421$2.67M0.1%+3.3%0.013%
11/16/2024Geode Capital Management LLC704,330$345.78M0.0%+9.9%1.744%
11/15/2024Vestcor Inc10,031$4.93M0.2%-1.7%0.025%
11/15/2024M&T Bank Corp1,663$818K0.0%-2.0%0.004%
11/15/2024Barclays PLC384,412$189.08M0.1%-16.2%0.952%
11/15/2024LRI Investments LLC472$248K0.0%-6.9%0.001%
11/15/2024Nomura Asset Management Co. Ltd.9,942$4.89M0.0%+8.8%0.025%
11/15/2024MML Investors Services LLC2,917$1.44M0.0%-1.5%0.007%
11/15/2024Kensington Investment Counsel LLC17,756$8.73M3.6%+2.0%0.044%
11/15/2024Orion Portfolio Solutions LLC7,560$3.72M0.1%-5.2%0.019%
11/15/2024iSAM Funds UK Ltd1,167$574K0.3%+163.4%0.003%
11/15/2024DF Dent & Co. Inc.19,163$9.43M0.1%-0.2%0.047%
11/15/2024National Bank of Canada FI4,745$2.33M0.0%+764.3%0.012%
11/15/2024Glen Eagle Advisors LLC350$172K0.0%-41.4%0.001%
11/15/2024iA Global Asset Management Inc.845$416K0.0%-64.2%0.002%
11/15/2024EP Wealth Advisors LLC539$265K0.0%N/A0.001%
11/15/2024Insigneo Advisory Services LLC569$280K0.0%-13.5%0.001%
11/15/2024Voya Financial Advisors Inc.461$229K0.0%-5.5%0.001%
11/15/2024Wellington Management Group LLP450,211$221.45M0.0%-14.1%1.115%
11/15/2024Worldquant Millennium Advisors LLC18,331$9.02M0.1%-26.2%0.045%
11/15/2024Weiss Asset Management LP4,199$2.07M0.0%N/A0.010%
11/15/2024Southernsun Asset Management LLC16,489$8.11M1.0%-3.4%0.041%
11/15/2024State Street Corp1,173,762$577.35M0.0%+5.9%2.907%
11/15/2024Stifel Financial Corp103,462$50.90M0.1%+3.1%0.256%
11/15/2024Quantinno Capital Management LP6,221$3.06M0.0%+59.3%0.015%
11/15/2024Quarry LP90$44K0.0%+57.9%0.000%
11/15/2024Redwood Investment Management LLC3,104$1.54M0.1%+4.0%0.008%
Grab This Altcoin Before Trump's Crypto Announcement (Ad)

Grab This Altcoin Before Trump's Crypto Announcement Whatever it is, I expect it to pump the market, which is why I'm recommending ONE coin to all investors right now.

Click here to check it out now
11/15/2024Polar Asset Management Partners Inc.6,000$2.95M0.1%N/A0.015%
11/15/2024Parallax Volatility Advisers L.P.5,317$2.62M0.0%+16.9%0.013%
11/15/2024Motley Fool Asset Management LLC52,528$26.04M1.5%-2.0%0.130%
11/15/2024Motley Fool Wealth Management LLC31,585$15.54M0.8%-2.5%0.078%
11/15/2024IHT Wealth Management LLC458$226K0.0%N/A0.001%
11/15/2024Intrepid Capital Management Inc.4,294$2.11M1.2%+455.5%0.011%
11/15/2024Integrated Wealth Concepts LLC3,152$1.55M0.0%+119.2%0.008%
11/15/2024Investment Management Corp of Ontario1,101$542K0.0%+57.1%0.003%
11/15/2024HighTower Advisors LLC16,029$7.83M0.0%+3.5%0.040%
11/15/2024Hilltop Holdings Inc.1,233$606K0.0%+4.8%0.003%
(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, 755 institutional investors and hedge funds held shares of Watsco. The most heavily invested institutionals were FMR LLC ($1.78B), Vanguard Group Inc. ($1.47B), Kayne Anderson Rudnick Investment Management LLC ($711.89M), Charles Schwab Investment Management Inc. ($616.36M), Baillie Gifford & Co. ($607.05M), State Street Corp ($577.35M), and Blair William & Co. IL ($371.13M).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 647 institutional investors that purchased Watsco stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($526.72K), International Assets Investment Management LLC ($438.46K), Hamlin Capital Management LLC ($347.96K), Norges Bank ($240.29K), Motley Fool Asset Management LLC ($231.99K), AEGON ASSET MANAGEMENT UK Plc ($223.29K), and Swedbank AB ($210.00K).

How much institutional buying is happening at Watsco?

Institutional investors have bought a total of 8,144,262 shares in the last 24 months. This purchase volume represents approximately $3.16B in transactions.

Which Watsco major shareholders have been selling company stock?

Of the 435 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. ($946.92K), Balyasny Asset Management L.P. ($282.36K), Dearborn Partners LLC ($254.52K), International Assets Investment Management LLC ($233.17K), DAVENPORT & Co LLC ($193.60K), Westfield Capital Management Co. LP ($182.47K), and Charles Schwab Investment Management Inc. ($182.24K).

How much institutional selling is happening at Watsco?

Institutional investors have sold a total of 6,060,111 shares in the last 24 months. This volume of shares sold represents approximately $2.44B in transactions.


Related Companies

This page (NYSE:WSO) was last updated on 1/18/2025 by MarketBeat.com Staff
From Our Partners
Last time you’ll see this priced at $1.00
When was the last time you bought something for a buck? I don’t even think you can buy anything at McDonalds f...
StocksToTrade | Sponsored
Do this Before Elon’s Reveal on January 22nd
Elon’s newest tech could pay you an extra $30,000 a year — while you sleep. It’s smaller than a quarter but...
Brownstone Research | Sponsored
Trump Insider: Day One will Shock Everyone
A rare opportunity for everyday Americans like you to turn a small stake into real wealth in the stock market....
InvestorPlace | Sponsored
Stunning Trump Exec Order Leaked
Most people have no clue this unassuming facility exists. Yet the minute Donald Trump takes office... ...
Banyan Hill Publishing | Sponsored
Grab This Altcoin Before Trump's Crypto Announcement
Grab This Altcoin Before Trump's Crypto Announcement Whatever it is, I expect it to pump the market, which ...
Crypto 101 Media | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Bitcoin to $200K?
Newsweek recently asked several analysts whether they think Bitcoin will hit $200,000 by the end of 2025. T...
Stansberry Research | Sponsored
Elon's "Final Move" Could Send This Stock Soaring
Whenever Elon Musk starts a new venture... Early investors get the opportunity to become millionaires... ...
Behind the Markets | Sponsored