Watsco Inc. Class BWSO.B
13F holders, Q3 2024 (September 30)10holders +1
1new positions
0sold out
$493.92avg. 13F price*
At the end of Q3 2024, 10 institutions reported holding Watsco Inc. Class B (WSO.B) in their 13F filings, up 1 from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were Dimensional Fund Advisors LP ($5.1M), Gabelli Funds LLC ($3.9M) and FAS Wealth Partners, Inc. ($1.1M).
- Company
- Watsco Inc. Class B
- CUSIP
- 942622101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $16K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 32 shares bought and 191 shares sold, net −159 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Dimensional Fund Advisors LP | 0.00% | No change | 10,276 | $5.1M |
| Gabelli Funds LLC | 0.03% | No change | 7,875 | $3.9M |
| FAS Wealth Partners, Inc. | 0.08% | Reduce -1.9% | 2,164 | $1.1M |
| CSS LLC | 0.13% | Reduce -5.8% | 1,421 | $703K |
| UMB Bank, n.a. | 0.01% | No change | 1,062 | $520K |
| Morgan Stanley | 0.00% | No change | 588 | $288K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 553 | $270K |
| UBS Group AG | 0.00% | New | 32 | $16K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -88.4% | 8 | $4K |
| BlackRock, Inc. | 0.00% | — | 1 | $489 |
"% 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.