Watsco Inc. Class BWSO.B
13F holders, Q2 2026 (June 30)12holders
2new positions
2sold out
$367.89avg. 13F price*
At the end of Q2 2026, 12 institutions reported holding Watsco Inc. Class B (WSO.B) in their 13F filings, unchanged from Q1 2026. 2 opened new positions and 2 sold out. The largest holders were Dimensional Fund Advisors LP ($3.6M), Gabelli Funds LLC ($2.7M) and FAS Wealth Partners, Inc. ($894K).
- Company
- Watsco Inc. Class B
- CUSIP
- 942622101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $587K |
| Exits | 2 | $1.2M |
All 13F filers, Q1 2026 → Q2 2026: 1,421 shares bought and 3,572 shares sold, net −2,151 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Dimensional Fund Advisors LP | 0.00% | No change | 10,265 | $3.6M |
| Gabelli Funds LLC | 0.02% | No change | 7,800 | $2.7M |
| FAS Wealth Partners, Inc. | 0.05% | No change | 2,163 | $894K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.0% | 1,354 | $559K |
| DF Dent & Co. Inc. | 0.01% | No change | 1,245 | $514K |
| Modern Wealth Management, LLC | 0.00% | New | 868 | $359K |
| Morgan Stanley | 0.00% | No change | 589 | $243K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 553 | $228K |
| Crews Bank & Trust | 0.03% | Reduce -23.1% | 500 | $207K |
| UMB Bank, n.a. | 0.00% | No change | 332 | $116K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -9.1% | 10 | $4K |
| BlackRock, Inc. | 0.00% | No change | 1 | $413 |
"% of holder's portfolio" is WSO.B's weight in each manager's 13F, not the share of Watsco Inc. Class B the manager owns.