Free Trial
→ Has Trump Finally Gone Too Far? (From Insiders Exposed) (Ad) Free WSO Stock Alerts

Watsco (WSO) Institutional Ownership

Watsco logo
$520.74 -5.05 (-0.96%)
(As of 11/15/2024 ET)
Compare

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

Current
Institutional Ownership
Percentage
89.71%
Number of
Institutional Buyers
(last 12 months)
415
Total
Institutional Inflows
(last 12 months)
$1.65B
Number of
Institutional Sellers
(last 12 months)
318
Total
Institutional Outflows
(last 12 months)
$1.45B
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
11/16/2024 Geode 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%
11/15/2024 iSAM 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%
11/15/2024 National 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%
11/15/2024 Voya Financial Advisors Inc.461$229K0.0%-5.5%0.001%
11/15/2024 Wellington Management Group LLP450,211$221.45M0.0%-14.1%1.115%
11/15/2024 Worldquant Millennium Advisors LLC18,331$9.02M0.1%-26.2%0.045%
11/15/2024 Weiss Asset Management LP4,199$2.07M0.0%N/A0.010%
11/15/2024 Southernsun Asset Management LLC16,489$8.11M1.0%-3.4%0.041%
11/15/2024 State Street Corp1,173,762$577.35M0.0%+5.9%2.907%
11/15/2024 Stifel Financial Corp103,462$50.90M0.1%+3.1%0.256%
11/15/2024 Quantinno Capital Management LP6,221$3.06M0.0%+59.3%0.015%
11/15/2024 Quarry LP90$44K0.0%+57.9%0.000%
11/15/2024 Redwood Investment Management LLC3,104$1.54M0.1%+4.0%0.008%
11/15/2024 Polar Asset Management Partners Inc.6,000$2.95M0.1%N/A0.015%
11/15/2024 Parallax Volatility Advisers L.P.5,317$2.62M0.0%+16.9%0.013%
11/15/2024 Motley Fool Asset Management LLC52,528$26.04M1.5%-2.0%0.130%
11/15/2024 Motley Fool Wealth Management LLC31,585$15.54M0.8%-2.5%0.078%
11/15/2024 IHT Wealth Management LLC458$226K0.0%N/A0.001%
11/15/2024 Intrepid Capital Management Inc.4,294$2.11M1.2%+455.5%0.011%
11/15/2024 Integrated Wealth Concepts LLC3,152$1.55M0.0%+119.2%0.008%
11/15/2024 Investment Management Corp of Ontario1,101$542K0.0%+57.1%0.003%
11/15/2024 HighTower Advisors LLC16,029$7.83M0.0%+3.5%0.040%
11/15/2024 Hilltop Holdings Inc.1,233$606K0.0%+4.8%0.003%
11/15/2024 Holocene Advisors LP4,092$2.01M0.0%+682.4%0.010%
11/15/2024 Centiva Capital LP3,445$1.70M0.0%N/A0.009%
11/15/2024 Ascent Group LLC2,275$1.12M0.1%-6.0%0.006%
11/15/2024 Benjamin Edwards Inc.107,463$52.88M0.8%+2,128.1%0.266%
Has Trump Finally Gone Too Far? (Ad)

Lately, there's been a lot of buzz around a secret loophole executive insiders are using to make millions buying and selling their own stocks. It's so powerful ... so profitable ... that most people immediately assume this is just another example of Trump doing what's best for business executives. But surprisingly, this loophole has been on the books for many years and executives have been using it to make HUNDREDS of millions of dollars. And here's the good news.

Register For The Webinar To Discover
11/15/2024 Alerus Financial NA10,838$5.33M0.4%-0.8%0.027%
11/14/2024 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp5,799$2.85M0.0%-10.7%0.014%
11/14/2024 Edgestream Partners L.P.2,634$1.30M0.1%N/A0.007%
11/14/2024 Caisse DE Depot ET Placement DU Quebec4,493$2.21M0.0%-11.3%0.011%
11/14/2024 Verition Fund Management LLC3,973$1.95M0.0%+195.2%0.010%
11/14/2024 Captrust Financial Advisors54,036$26.58M0.1%-1.7%0.134%
11/14/2024 Icon Wealth Advisors LLC790$389K0.0%-26.5%0.002%
11/14/2024 Rockefeller Capital Management L.P.11,028$5.43M0.0%-6.5%0.027%
11/14/2024 Northwest & Ethical Investments L.P.7,872$3.87M0.1%-42.4%0.019%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC118,860$58.47M0.0%-12.5%0.294%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank 12,904$6.35M0.0%-15.2%0.032%
11/14/2024 MetLife Investment Management LLC17,978$8.84M0.1%+6.4%0.045%
11/14/2024 CreativeOne Wealth LLC2,820$1.39M0.0%+21.5%0.007%
11/14/2024 Healthcare of Ontario Pension Plan Trust Fund3,270$1.61M0.0%N/A0.008%
11/14/2024 Blueshift Asset Management LLC490$241K0.1%N/A0.001%
11/13/2024 Freedom Investment Management Inc.537$264K0.0%-4.4%0.001%
11/13/2024 Cynosure Group LLC860$423K0.1%+5.0%0.002%
11/13/2024 Townsquare Capital LLC23,769$11.69M0.1%+2.7%0.059%
11/13/2024 BNP Paribas Financial Markets20,585$10.13M0.0%+32.4%0.051%
11/13/2024 Brooklyn Investment Group98$48K0.0%N/A0.000%
11/13/2024 Covington Investment Advisors Inc.32,310$15.89M2.4%+0.3%0.080%
11/13/2024 Quantbot Technologies LP9,259$4.55M0.2%N/A0.023%
11/13/2024 D.A. Davidson & CO.9,084$4.47M0.0%+4.2%0.022%
11/13/2024 FMR LLC3,624,159$1.78B0.1%+10.6%8.975%
11/13/2024 The Manufacturers Life Insurance Company 22,759$11.20M0.0%+2.8%0.056%
11/13/2024 Bank of Montreal Can11,162$5.54M0.0%-66.1%0.028%
11/13/2024 Private Trust Co. NA150$74K0.0%-18.9%0.000%
11/13/2024 Brown Brothers Harriman & Co.118,763$58.42M0.4%+29.7%0.294%
11/13/2024 Dynamic Technology Lab Private Ltd2,721$1.34M0.1%+20.0%0.007%
11/13/2024 Daiwa Securities Group Inc.2,700$1.33M0.0%+12.5%0.007%
11/12/2024 Westfield Capital Management Co. LP22,787$11.21M0.1%+1.7%0.056%
11/12/2024 Centaurus Financial Inc.6,162$3.03M0.2%-2.1%0.015%
11/12/2024 Alpha DNA Investment Management LLC892$439K0.2%+33.7%0.002%
11/12/2024Larson Financial Group LLC1,138$560K0.0%+3,571.0%0.003%
11/12/2024 Swedbank AB173,787$85.48M0.1%-9.0%0.430%
11/12/2024 KKM Financial LLC508$250K0.1%N/A0.001%
11/12/2024 Hamilton Point Investment Advisors LLC13,187$6.49M1.1%-1.3%0.033%
11/12/2024 Cerity Partners LLC10,632$5.23M0.0%+90.0%0.026%
11/12/2024 Great Valley Advisor Group Inc.8,793$4.32M0.1%+47.1%0.022%
11/12/2024 Nicolet Advisory Services LLC1,549$750K0.1%+3.7%0.004%
11/12/2024 Icon Wealth Advisors LLC1,409$693K0.0%+31.1%0.003%
11/12/2024 Citigroup Inc.16,219$7.98M0.0%+35.0%0.040%
11/12/2024 Raymond James Trust N.A.4,168$2.05M0.0%-2.0%0.010%
11/12/2024 Charles Schwab Investment Management Inc.1,252,822$616.36M0.1%+5.2%3.103%
11/12/2024 Massachusetts Financial Services Co. MA2,831$1.39M0.0%-86.2%0.007%
11/9/2024 Intech Investment Management LLC5,875$2.89M0.0%-45.2%0.015%
11/8/2024 King Luther Capital Management Corp122,147$60.08M0.3%+14.7%0.302%
11/8/2024 Citizens Financial Group Inc. RI3,217$1.58M0.0%+40.6%0.008%
11/8/2024 EverSource Wealth Advisors LLC4,109$2.02M0.1%+10.8%0.010%
11/8/2024 EULAV Asset Management48,900$24.05M0.6%+98.8%0.121%
Has Trump Finally Gone Too Far? (Ad)

Lately, there's been a lot of buzz around a secret loophole executive insiders are using to make millions buying and selling their own stocks. It's so powerful ... so profitable ... that most people immediately assume this is just another example of Trump doing what's best for business executives. But surprisingly, this loophole has been on the books for many years and executives have been using it to make HUNDREDS of millions of dollars. And here's the good news.

Register For The Webinar To Discover
11/8/2024 Ontario Teachers Pension Plan Board3,077$1.51M0.0%-41.4%0.008%
11/8/2024 First Horizon Advisors Inc.512$252K0.0%+8.0%0.001%
11/8/2024 Advisors Asset Management Inc.12,084$5.94M0.1%-24.9%0.030%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.22,699$11.17M0.1%-34.8%0.056%
11/8/2024 Jennison Associates LLC122,862$60.43M0.0%+9.0%0.304%
11/8/2024 Commerce Bank2,046$1.01M0.0%+59.5%0.005%
11/8/2024 PNC Financial Services Group Inc.14,103$6.94M0.0%-5.9%0.035%
11/8/2024 B. Metzler seel. Sohn & Co. Holding AG21,723$10.69M0.1%N/A0.054%
11/7/2024 Pathstone Holdings LLC10,298$5.07M0.0%+4.1%0.026%
11/7/2024 Lindenwold Advisors INC2,530$1.24M0.6%+2.0%0.006%
(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, 745 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 642 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 ($317.48K), 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 8,104,213 shares in the last 24 months. This purchase volume represents approximately $3.13B in transactions.

Which Watsco major shareholders have been selling company stock?

Of the 426 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), DAVENPORT & Co LLC ($193.60K), Westfield Capital Management Co. LP ($182.47K), Charles Schwab Investment Management Inc. ($182.24K), and Kayne Anderson Rudnick Investment Management LLC ($171.37K).

How much institutional selling is happening at Watsco?

Institutional investors have sold a total of 5,787,126 shares in the last 24 months. This volume of shares sold represents approximately $2.30B in transactions.


Related Companies

This page (NYSE:WSO) was last updated on 11/17/2024 by MarketBeat.com Staff
From Our Partners
Bill Gates’s Next Big AI Bet: Stargate
In February 2016… when almost nobody was talking about artificial intelligence…. I picked Nvidia as one of ...
Brownstone Research | Sponsored
The Crypto That’s Making Wall Street Sweat
The Crypto Wall Street Is Desperate to Hide It's happening now, right under everyone's radar. Big tech gian...
Crypto 101 Media | Sponsored
There is a little known company that is changing warfare
With geo - political instability around the world investors are flocking to defense contract stocks. There...
Reticulate | Sponsored
The #1 Crypto for AI
We’ve issued an urgent landmark trade alert for a new crypto wonder. So, I decided to give you this heads-u...
Weiss Ratings | Sponsored
The pin that pops the AI bubble
My new documentary explores the background to this pattern and how and why I believe it will almost certainly ...
Porter & Company | Sponsored
Tim Sykes’ Urgent Trade Alert: “Make this move now”
WARNING: 80 Wall Street banks are gearing up for MASSIVE D.C. shock This $2 trillion D.C. shock is NOT abou...
Timothy Sykes | Sponsored
24/7 Automated Profits in Crypto
What if you could make consistent daily profits in crypto with minimal effort? Beyond trading lies a vast w...
Crypto Swap Profits | Sponsored
Trump Wins… But Elon Says Get Ready to Brace
Trump's back in the White House, ready to hit the gas on America's comeback. He's taking on the economy wi...
Genesis Gold Group | Sponsored