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Watsco (WSO) Institutional Ownership

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$515.34 +2.15 (+0.42%)
Closing price 03/27/2025 03:59 PM Eastern
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$513.86 -1.47 (-0.29%)
As of 03/27/2025 06:35 PM Eastern
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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)
475
Total
Institutional Inflows
(last 12 months)
$1.99B
Number of
Institutional Sellers
(last 12 months)
380
Total
Institutional Outflows
(last 12 months)
$1.59B
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/18/2025 California State Teachers Retirement System51,597$24.45M0.0%-5.4%0.128%
3/17/2025 Wealth Enhancement Advisory Services LLC15,747$7.46M0.0%-2.8%0.039%
3/12/2025 Centaurus Financial Inc.6,423$3.04M0.2%+4.2%0.016%
3/4/2025 Siemens Fonds Invest GmbH4,193$1.99M0.1%+215.0%0.010%
2/26/2025 LifeWealth Investments LLC465$220K0.1%N/A0.001%
2/25/2025 B. Riley Wealth Advisors Inc.2,080$986K0.0%+2.5%0.005%
2/24/2025 Great Valley Advisor Group Inc.9,623$4.56M0.1%+9.4%0.024%
2/20/2025 Mackenzie Financial Corp5,158$2.44M0.0%-19.8%0.013%
2/20/2025 Castlekeep Investment Advisors LLC9,952$4.72M0.8%N/A0.025%
2/19/2025 Toronto Dominion Bank4,552$2.16M0.0%+6.9%0.011%
2/19/2025 Public Employees Retirement System of Ohio13,906$6.59M0.0%-7.0%0.034%
2/18/2025 GTS Securities LLC557$264K0.0%-65.2%0.001%
2/18/2025 Patrick Mauro Investment Advisor INC.25,494$12.08M6.9%-3.6%0.063%
2/18/2025 Glen Eagle Advisors LLC301$143K0.0%-14.0%0.001%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC130,379$61.79M0.0%+9.7%0.323%
2/17/2025 Voloridge Investment Management LLC9,576$4.54M0.0%+12.6%0.024%
2/17/2025 Worldquant Millennium Advisors LLC19,010$9.01M0.1%+3.7%0.047%
2/17/2025 Williams Jones Wealth Management LLC.144,435$68.45M0.8%+13.0%0.358%
2/17/2025 Zurich Insurance Group Ltd FI8,517$4.04M0.0%+107.7%0.021%
2/17/2025 iSAM Funds UK Ltd439$208K0.2%-62.4%0.001%
2/17/2025 Vident Advisory LLC1,495$709K0.0%+12.7%0.004%
2/17/2025 Tidal Investments LLC948$449K0.0%-58.2%0.002%
2/17/2025 Teza Capital Management LLC1,488$705K0.1%-63.7%0.004%
2/17/2025 TrinityPoint Wealth LLC2,143$1.02M0.1%+6.2%0.005%
2/17/2025 Toronto Dominion Bank4,552$2.16M0.0%+6.9%0.011%
2/17/2025 Siemens Fonds Invest GmbH4,193$1.99M0.1%+215.0%0.010%
2/17/2025 Royal Bank of Canada228,115$108.10M0.0%+1.5%0.565%
2/17/2025 Raiffeisen Bank International AG603$286K0.0%N/A0.001%
2/17/2025 ProShare Advisors LLC1,629$772K0.0%+7.4%0.004%
2/17/2025 Prospect Capital Advisors LLC9,635$4.57M2.7%-17.6%0.024%
2/17/2025 Quantinno Capital Management LP6,558$3.11M0.0%+5.4%0.016%
2/17/2025 Man Group plc17,474$8.28M0.0%+26.8%0.043%
2/17/2025 Nomura Holdings Inc.4,622$2.19M0.0%N/A0.011%
2/17/2025 Nuveen Asset Management LLC83,561$39.60M0.0%-7.0%0.207%
2/17/2025 OMERS ADMINISTRATION Corp1,418$672K0.0%+20.9%0.004%
2/17/2025 Obermeyer Wealth Partners5,450$2.58M0.1%+1.4%0.013%
2/17/2025 Gotham Asset Management LLC27,076$12.83M0.1%+37.9%0.067%
2/17/2025 Graham Capital Management L.P.3,700$1.75M0.0%N/A0.009%
2/17/2025 Focus Partners Wealth7,714$3.71M0.0%+48.0%0.019%
2/17/2025 Fund 1 Investments LLC438$208K0.0%N/A0.001%
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2/17/2025 Ellevest Inc.937$444K0.0%-2.2%0.002%
2/17/2025 Ensign Peak Advisors Inc19,903$9.43M0.0%-12.3%0.049%
2/17/2025 Ethic Inc.3,705$1.76M0.0%+16.8%0.009%
2/17/2025 Fiduciary Trust Co9,364$4.44M0.1%-3.0%0.023%
2/17/2025 FORA Capital LLC3,170$1.50M0.2%N/A0.008%
2/17/2025 Deutsche Bank AG54,970$26.05M0.0%-8.7%0.136%
2/17/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main27,789$13.17M0.0%-1.9%0.069%
2/17/2025 EP Wealth Advisors LLC760$360K0.0%+41.0%0.002%
2/17/2025 CoreCap Advisors LLC3,357$1.59M0.1%+7.6%0.008%
2/17/2025 Cresset Asset Management LLC7,191$3.41M0.0%-38.6%0.018%
2/17/2025 Crestline Management LP8,709$4.13M0.1%+278.8%0.022%
2/17/2025 Cetera Investment Advisers7,929$3.76M0.0%+5.3%0.020%
2/17/2025 Brevan Howard Capital Management LP7,603$3.60M0.0%+541.6%0.019%
2/17/2025 Bridgefront Capital LLC429$203K0.1%N/A0.001%
2/17/2025 Captrust Financial Advisors52,372$24.82M0.1%-3.1%0.130%
2/17/2025 Cary Street Partners Financial LLC1,050$498K0.0%N/A0.003%
2/17/2025 Castlekeep Investment Advisors LLC9,952$4.72M0.0%N/A0.025%
2/17/2025 Balyasny Asset Management L.P.110,752$52.48M0.1%+542.2%0.274%
2/17/2025 Baird Financial Group Inc.110,521$52.38M0.1%-3.2%0.274%
2/17/2025 Baker Avenue Asset Management LP1,238$587K0.0%-2.7%0.003%
2/17/2025 Bank of America Corp DE141,693$67.15M0.0%-22.9%0.351%
2/17/2025 Benjamin Edwards Inc.108,766$51.56M0.7%+1.2%0.269%
2/17/2025 BLI Banque de Luxembourg Investments28,500$13.54M0.4%N/A0.071%
2/17/2025 BNP Paribas Financial Markets18,418$8.73M0.0%-10.5%0.046%
2/17/2025 Ameriprise Financial Inc.37,291$17.67M0.0%-3.2%0.092%
2/14/2025 Mercer Global Advisors Inc. ADV2,797$1.33M0.0%-25.3%0.007%
2/14/2025 Davidson Kahn Capital Management LLC561$266K0.2%N/A0.001%
2/14/2025 Comerica Bank30,864$14.63M0.1%-3.9%0.076%
2/14/2025 Schonfeld Strategic Advisors LLC33,169$15.72M0.1%+2,636.7%0.082%
2/14/2025 AQR Capital Management LLC25,167$11.93M0.0%+15.1%0.062%
2/14/2025 Lido Advisors LLC1,191$564K0.0%+7.6%0.003%
2/14/2025 Northern Trust Corp333,348$157.97M0.0%+25.5%0.825%
2/14/2025 The Manufacturers Life Insurance Company 22,327$10.58M0.0%-1.9%0.055%
2/14/2025 Bellwether Advisors LLC300$142K0.0%N/A0.001%
2/14/2025 Public Employees Retirement Association of Colorado22,011$10.43M0.0%+503.0%0.055%
2/14/2025 Prosperity Consulting Group LLC11,100$5.26M0.4%-3.4%0.027%
2/14/2025 Aquatic Capital Management LLC5,487$2.60M0.1%N/A0.014%
2/14/2025 Johnson Financial Group Inc.844$404K0.0%-74.7%0.002%
2/14/2025 Gilder Gagnon Howe & Co. LLC4,106$1.95M0.0%-3.2%0.010%
2/14/2025 Coldstream Capital Management Inc.5,727$2.71M0.1%+5.6%0.014%
2/14/2025 Capital Analysts LLC2,128$1.01M0.0%+8.4%0.005%
2/14/2025 Two Sigma Securities LLC1,753$831K0.1%+170.1%0.004%
2/14/2025 Nebula Research & Development LLC8,091$3.83M0.5%+1,392.8%0.020%
2/14/2025 Lord Abbett & CO. LLC220,586$104.53M0.3%N/A0.546%
2/14/2025 Voya Investment Management LLC13,173$6.24M0.0%-12.8%0.033%
2/14/2025 Integrated Wealth Concepts LLC1,832$868K0.0%-41.9%0.005%
2/14/2025 T. Rowe Price Investment Management Inc.54,410$25.79M0.0%-3.1%0.135%
2/14/2025 Pinebridge Investments L.P.8,955$4.24M0.0%+42.7%0.022%
2/14/2025 Price T Rowe Associates Inc. MD88,434$41.91M0.0%-11.5%0.219%
2/14/2025 Dark Forest Capital Management LP823$390K0.1%N/A0.002%
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Thanks to President Trump… A $900 investment across5 specific cryptos… Could gain 12,000% so quickly that, just 12 months later…

If I’m right about this (like I was before) a modest $900 investment…
2/14/2025 Southernsun Asset Management LLC16,680$7.90M1.0%+1.2%0.041%
2/14/2025 Hsbc Holdings PLC31,918$15.14M0.0%-17.7%0.079%
2/14/2025 Stifel Financial Corp103,429$49.02M0.1%0.0%0.256%
2/14/2025 State of Tennessee Department of Treasury12,933$6.13M0.0%-2.7%0.032%
2/14/2025 Teachers Retirement System of The State of Kentucky34,227$16.22M0.1%-0.7%0.085%
2/14/2025 Tradition Wealth Management LLC444$211K0.0%-20.9%0.001%
2/14/2025 Kayne Anderson Rudnick Investment Management LLC1,549,850$734.46M1.7%+0.2%3.838%
2/14/2025 MML Investors Services LLC3,210$1.52M0.0%+10.0%0.008%
2/14/2025 Natixis264$125K0.0%N/A0.001%
2/14/2025 MetLife Investment Management LLC19,631$9.30M0.1%+9.2%0.049%
(Data available from 1/1/2016 forward)

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WSO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WSO shares?

During the previous two years, 839 institutional investors and hedge funds held shares of Watsco. The most heavily invested institutionals were Vanguard Group Inc. ($1.71B), FMR LLC ($1.64B), Kayne Anderson Rudnick Investment Management LLC ($734.46M), Charles Schwab Investment Management Inc. ($649.96M), State Street Corp ($577.35M), Baillie Gifford & Co. ($520.37M), and Blair William & Co. IL ($365.34M).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 711 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), Norges Bank ($489.95K), International Assets Investment Management LLC ($438.46K), Hamlin Capital Management LLC ($347.96K), Lord Abbett & CO. LLC ($282.09K), Proficio Capital Partners LLC ($268.43K), and Vanguard Group Inc. ($253.55K).

How much institutional buying is happening at Watsco?

Institutional investors have bought a total of 8,942,864 shares in the last 24 months. This purchase volume represents approximately $3.76B in transactions.

Which Watsco major shareholders have been selling company stock?

Of the 488 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. ($1.08M), Balyasny Asset Management L.P. ($282.36K), International Assets Investment Management LLC ($233.17K), Barclays PLC ($221.22K), FMR LLC ($209.82K), Wellington Management Group LLP ($203.02K), and DAVENPORT & Co LLC ($193.60K).

How much institutional selling is happening at Watsco?

Institutional investors have sold a total of 6,818,983 shares in the last 24 months. This volume of shares sold represents approximately $2.90B in transactions.


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This page (NYSE:WSO) was last updated on 3/28/2025 by MarketBeat.com Staff
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