Watsco Inc. Class BWSO.B
13F holders, Q2 2024 (June 30)9holders −3
0new positions
3sold out
$455.38avg. 13F price*
At the end of Q2 2024, 9 institutions reported holding Watsco Inc. Class B (WSO.B) in their 13F filings, down 3 from Q1 2024. 0 opened new positions and 3 sold out. The largest holders were Dimensional Fund Advisors LP ($4.6M), Gabelli Funds LLC ($3.7M) and FAS Wealth Partners, Inc. ($1.0M).
- Company
- Watsco Inc. Class B
- CUSIP
- 942622101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 3 | $1.1M |
All 13F filers, Q1 2024 → Q2 2024: 61 shares bought and 2,828 shares sold, net −2,767 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Dimensional Fund Advisors LP | 0.00% | No change | 10,276 | $4.6M |
| Gabelli Funds LLC | 0.03% | No change | 7,875 | $3.7M |
| FAS Wealth Partners, Inc. | 0.09% | Add +0.3% | 2,206 | $1.0M |
| CSS LLC | 0.15% | Reduce -11.0% | 1,509 | $685K |
| UMB Bank, n.a. | 0.01% | No change | 1,062 | $473K |
| Morgan Stanley | 0.00% | Reduce -1.3% | 588 | $270K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -22.3% | 553 | $254K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +360.0% | 69 | $32K |
| BlackRock Inc. | 0.00% | No change | 1 | $460 |
"% 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.