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Watsco (WSO) Institutional Ownership

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$506.31 -2.16 (-0.42%)
(As of 11:20 AM ET)
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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)
413
Total
Institutional Inflows
(last 12 months)
$1.63B
Number of
Institutional Sellers
(last 12 months)
318
Total
Institutional Outflows
(last 12 months)
$1.44B
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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
12/13/2024 B. Riley Wealth Advisors Inc.2,030$992K0.0%-27.1%0.005%
12/6/2024 Retirement Systems of Alabama54,408$26.76M0.1%+7.5%0.135%
12/3/2024 Oddo BHF Asset Management Sas2,707$1.33M0.1%N/A0.007%
11/27/2024 Franklin Resources Inc.51,590$25.65M0.0%+5.6%0.128%
11/25/2024 Tidal Investments LLC2,269$1.12M0.0%+3.1%0.006%
11/25/2024 Sanctuary Advisors LLC8,088$3.98M0.0%+1.3%0.020%
11/22/2024 Stock Yards Bank & Trust Co.1,868$919K0.0%-1.6%0.005%
11/21/2024 Anchor Investment Management LLC228$112K0.0%+500.0%0.001%
11/21/2024 Tudor Financial Inc.1,195$588K0.4%N/A0.003%
11/20/2024 Virtu Financial LLC939$462K0.0%-59.0%0.002%
11/18/2024 Arete Wealth Advisors LLC812$397K0.0%-8.5%0.002%
11/18/2024 Teachers Retirement System of The State of Kentucky34,467$16.95M0.1%+0.6%0.085%
11/18/2024 Toronto Dominion Bank4,258$2.09M0.0%+32.2%0.011%
11/18/2024 Coldstream Capital Management Inc.5,421$2.67M0.1%+3.3%0.013%
11/16/2024 Geode Capital Management LLC704,330$345.78M0.0%+9.9%1.744%
11/15/2024 Vestcor Inc10,031$4.93M0.2%-1.7%0.025%
11/15/2024 M&T Bank Corp1,663$818K0.0%-2.0%0.004%
11/15/2024 Barclays PLC384,412$189.08M0.1%-16.2%0.952%
11/15/2024 LRI Investments LLC472$248K0.0%-6.9%0.001%
11/15/2024 Nomura Asset Management Co. Ltd.9,942$4.89M0.0%+8.8%0.025%
11/15/2024 MML Investors Services LLC2,917$1.44M0.0%-1.5%0.007%
11/15/2024 Kensington Investment Counsel LLC17,756$8.73M3.6%+2.0%0.044%
11/15/2024 Orion 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%
11/15/2024 DF 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%
11/15/2024 Glen Eagle Advisors LLC350$172K0.0%-41.4%0.001%
11/15/2024 iA Global Asset Management Inc.845$416K0.0%-64.2%0.002%
11/15/2024 EP Wealth Advisors LLC539$265K0.0%N/A0.001%
11/15/2024 Insigneo 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%
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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%
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 Cantonalbank12,904$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 Company22,759$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%
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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%
(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, 748 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 644 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 8,056,684 shares in the last 24 months. This purchase volume represents approximately $3.12B in transactions.

Which Watsco major shareholders have been selling company stock?

Of the 427 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 5,787,780 shares in the last 24 months. This volume of shares sold represents approximately $2.30B in transactions.


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This page (NYSE:WSO) was last updated on 12/18/2024 by MarketBeat.com Staff
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