Watsco Inc. Class BWSO.B
13F holders, Q1 2024 (March 31)12holders
$429.15avg. 13F price*
At the end of Q1 2024, 12 institutions reported holding Watsco Inc. Class B (WSO.B) in their 13F filings. The largest holders were Dimensional Fund Advisors LP ($4.4M), Gabelli Funds LLC ($3.4M) and FAS Wealth Partners, Inc. ($941K).
- Company
- Watsco Inc. Class B
- CUSIP
- 942622101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.1M |
| Exits | 1 | $642K |
Ownership 12 holders
| Dimensional Fund Advisors LP | 0.00% | No change | 10,276 | $4.4M |
| Gabelli Funds LLC | 0.03% | No change | 7,875 | $3.4M |
| FAS Wealth Partners, Inc. | 0.08% | Add +0.3% | 2,199 | $941K |
| Royal Bank of Canada | 0.00% | New | 2,001 | $859K |
| CSS LLC | 0.18% | Reduce -4.3% | 1,695 | $728K |
| UMB Bank, n.a. | 0.01% | No change | 1,062 | $454K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.6% | 712 | $305K |
| Morgan Stanley | 0.00% | Add +0.2% | 596 | $255K |
| Occudo Quantitative Strategies LP | 0.04% | New | 473 | $204K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -46.4% | 15 | $6K |
| BlackRock Inc. | 0.00% | No change | 1 | $428 |
| UBS Group AG | 0.00% | No change | 1 | $428 |
"% 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.