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Watsco (WSO) Institutional Ownership

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$507.62 -4.20 (-0.82%)
As of 02:06 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)
476
Total
Institutional Inflows
(last 12 months)
$2.23B
Number of
Institutional Sellers
(last 12 months)
384
Total
Institutional Outflows
(last 12 months)
$1.60B
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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
4/14/2025Yousif Capital Management LLC12,350$6.28M0.1%-2.1%0.031%
4/14/2025Tounjian Advisory Partners LLC1,980$1.01M0.2%N/A0.005%
4/14/2025Farther Finance Advisors LLC1,605$821K0.0%+7.9%0.004%
4/14/2025City Holding Co.57$29K0.0%N/A0.000%
4/14/2025 Portside Wealth Group LLC3,044$1.55M0.2%+4.7%0.008%
4/14/2025Baldwin Wealth Partners LLC MA407$207K0.0%-5.6%0.001%
4/14/2025Fenimore Asset Management Inc58,405$29.69M0.6%+0.4%0.145%
4/14/2025First Citizens Bank & Trust Co.906$461K0.0%+34.4%0.002%
4/14/2025OLD National Bancorp IN3,997$2.03M0.1%-21.6%0.010%
4/14/2025Yarbrough Capital LLC716$364K0.0%N/A0.002%
4/11/2025 Gateway Investment Advisers LLC2,916$1.48M0.0%-27.7%0.007%
4/11/2025 Cranbrook Wealth Management LLC1,884$958K0.2%-1.6%0.005%
4/11/2025 Procyon Advisors LLC3,127$1.59M0.1%+6.3%0.008%
4/11/2025 Curat Global LLC460$234K0.3%N/A0.001%
4/11/2025 E. Ohman J or Asset Management AB1,305$663K0.0%-19.4%0.003%
4/10/2025 Breakwater Capital Group520$264K0.0%+5.9%0.001%
4/10/2025 Thrive Wealth Management LLC725$369K0.1%+17.3%0.002%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.923$469K0.1%+6.8%0.002%
4/10/2025 Naples Global Advisors LLC15,883$8.07M0.8%-2.3%0.039%
4/10/2025 Portside Wealth Group LLC2,912$1.38M0.2%+3.3%0.007%
4/10/2025 Northside Capital Management LLC488$248K0.0%-7.6%0.001%
4/10/2025 Hennion & Walsh Asset Management Inc.3,442$1.75M0.1%-3.8%0.009%
4/10/2025 Heritage Family Offices LLP1,086$552K0.3%+20.9%0.003%
4/10/2025 AEGON ASSET MANAGEMENT UK Plc112,565$57.02M0.8%-19.1%0.279%
4/9/2025 RFG Advisory LLC4,518$2.30M0.1%+16.1%0.011%
4/9/2025 ST Germain D J Co. Inc.72$37K0.0%+260.0%0.000%
4/9/2025 LVW Advisors LLC1,823$927K0.1%-4.8%0.005%
4/9/2025 NBC Securities Inc.1,126$572K0.0%+112,500.0%0.003%
4/9/2025 Dudley & Shanley Inc.25,428$12.93M2.0%+0.1%0.063%
4/9/2025 Woodstock Corp517$263K0.0%-23.4%0.001%
4/9/2025 American National Bank & Trust2,487$1.26M0.1%+4.5%0.006%
4/8/2025 Rhumbline Advisers105,845$53.80M0.1%-0.5%0.262%
4/7/2025 GAMMA Investing LLC477,802$242.87M0.0%+89,376.0%1.183%
4/7/2025 Bath Savings Trust Co39,314$19.98M2.1%-0.5%0.097%
4/4/2025 Webster Bank N. A.1,493$759K0.1%-4.8%0.004%
3/18/2025California State Teachers Retirement System51,597$24.45M0.0%-5.4%0.128%
3/17/2025Wealth Enhancement Advisory Services LLC15,747$7.46M0.0%-2.8%0.039%
3/12/2025Centaurus Financial Inc.6,423$3.04M0.2%+4.2%0.016%
3/4/2025Siemens Fonds Invest GmbH4,193$1.99M0.1%+215.0%0.010%
2/26/2025LifeWealth Investments LLC465$220K0.1%N/A0.001%
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2/25/2025B. Riley Wealth Advisors Inc.2,080$986K0.0%+2.5%0.005%
2/24/2025Great Valley Advisor Group Inc.9,623$4.56M0.1%+9.4%0.024%
2/20/2025Mackenzie Financial Corp5,158$2.44M0.0%-19.8%0.013%
2/20/2025Castlekeep Investment Advisors LLC9,952$4.72M0.8%N/A0.025%
2/19/2025Toronto Dominion Bank4,552$2.16M0.0%+6.9%0.011%
2/19/2025Public Employees Retirement System of Ohio13,906$6.59M0.0%-7.0%0.034%
2/18/2025GTS Securities LLC557$264K0.0%-65.2%0.001%
2/18/2025Patrick Mauro Investment Advisor INC.25,494$12.08M6.9%-3.6%0.063%
2/18/2025Glen Eagle Advisors LLC301$143K0.0%-14.0%0.001%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC130,379$61.79M0.0%+9.7%0.323%
2/17/2025Voloridge Investment Management LLC9,576$4.54M0.0%+12.6%0.024%
2/17/2025Worldquant Millennium Advisors LLC19,010$9.01M0.1%+3.7%0.047%
2/17/2025Williams Jones Wealth Management LLC.144,435$68.45M0.8%+13.0%0.358%
2/17/2025Zurich Insurance Group Ltd FI8,517$4.04M0.0%+107.7%0.021%
2/17/2025iSAM Funds UK Ltd439$208K0.2%-62.4%0.001%
2/17/2025Vident Advisory LLC1,495$709K0.0%+12.7%0.004%
2/17/2025Tidal Investments LLC948$449K0.0%-58.2%0.002%
2/17/2025Teza Capital Management LLC1,488$705K0.1%-63.7%0.004%
2/17/2025TrinityPoint Wealth LLC2,143$1.02M0.1%+6.2%0.005%
2/17/2025Toronto Dominion Bank4,552$2.16M0.0%+6.9%0.011%
2/17/2025Siemens Fonds Invest GmbH4,193$1.99M0.1%+215.0%0.010%
2/17/2025Royal Bank of Canada228,115$108.10M0.0%+1.5%0.565%
2/17/2025Raiffeisen Bank International AG603$286K0.0%N/A0.001%
2/17/2025ProShare Advisors LLC1,629$772K0.0%+7.4%0.004%
2/17/2025Prospect Capital Advisors LLC9,635$4.57M2.7%-17.6%0.024%
2/17/2025Quantinno Capital Management LP6,558$3.11M0.0%+5.4%0.016%
2/17/2025Man Group plc17,474$8.28M0.0%+26.8%0.043%
2/17/2025Nomura Holdings Inc.4,622$2.19M0.0%N/A0.011%
2/17/2025Nuveen Asset Management LLC83,561$39.60M0.0%-7.0%0.207%
2/17/2025OMERS ADMINISTRATION Corp1,418$672K0.0%+20.9%0.004%
2/17/2025Obermeyer Wealth Partners5,450$2.58M0.1%+1.4%0.013%
2/17/2025Gotham Asset Management LLC27,076$12.83M0.1%+37.9%0.067%
2/17/2025Graham Capital Management L.P.3,700$1.75M0.0%N/A0.009%
2/17/2025Focus Partners Wealth7,714$3.71M0.0%+48.0%0.019%
2/17/2025Fund 1 Investments LLC438$208K0.0%N/A0.001%
2/17/2025Ellevest Inc.937$444K0.0%-2.2%0.002%
2/17/2025Ensign Peak Advisors Inc19,903$9.43M0.0%-12.3%0.049%
2/17/2025Ethic Inc.3,705$1.76M0.0%+16.8%0.009%
2/17/2025Fiduciary Trust Co9,364$4.44M0.1%-3.0%0.023%
2/17/2025FORA Capital LLC3,170$1.50M0.2%N/A0.008%
2/17/2025Deutsche Bank AG54,970$26.05M0.0%-8.7%0.136%
2/17/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main27,789$13.17M0.0%-1.9%0.069%
2/17/2025EP Wealth Advisors LLC760$360K0.0%+41.0%0.002%
2/17/2025CoreCap Advisors LLC3,357$1.59M0.1%+7.6%0.008%
2/17/2025Cresset Asset Management LLC7,191$3.41M0.0%-38.6%0.018%
2/17/2025Crestline Management LP8,709$4.13M0.1%+278.8%0.022%
2/17/2025Cetera Investment Advisers7,929$3.76M0.0%+5.3%0.020%
2/17/2025Brevan Howard Capital Management LP7,603$3.60M0.0%+541.6%0.019%
2/17/2025Bridgefront Capital LLC429$203K0.1%N/A0.001%
2/17/2025Captrust Financial Advisors52,372$24.82M0.1%-3.1%0.130%
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2/17/2025Cary Street Partners Financial LLC1,050$498K0.0%N/A0.003%
2/17/2025Castlekeep Investment Advisors LLC9,952$4.72M0.0%N/A0.025%
2/17/2025Balyasny Asset Management L.P.110,752$52.48M0.1%+542.2%0.274%
2/17/2025Baird Financial Group Inc.110,521$52.38M0.1%-3.2%0.274%
2/17/2025Baker Avenue Asset Management LP1,238$587K0.0%-2.7%0.003%
2/17/2025Bank of America Corp DE141,693$67.15M0.0%-22.9%0.351%
2/17/2025Benjamin Edwards Inc.108,766$51.56M0.7%+1.2%0.269%
2/17/2025BLI Banque de Luxembourg Investments28,500$13.54M0.4%N/A0.071%
2/17/2025BNP Paribas Financial Markets18,418$8.73M0.0%-10.5%0.046%
2/17/2025Ameriprise Financial Inc.37,291$17.67M0.0%-3.2%0.092%
(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, 847 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 715 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), GAMMA Investing LLC ($478.20K), International Assets Investment Management LLC ($438.46K), 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 9,158,643 shares in the last 24 months. This purchase volume represents approximately $3.92B in transactions.

Which Watsco major shareholders have been selling company stock?

Of the 494 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 6,823,827 shares in the last 24 months. This volume of shares sold represents approximately $2.91B in transactions.


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This page (NYSE:WSO) was last updated on 4/15/2025 by MarketBeat.com Staff
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