Watsco Inc. Class BWSO.B
13F holders, Q4 2024 (December 31)13holders +3
0new positions
0sold out
$520.88avg. 13F price*
At the end of Q4 2024, 13 institutions reported holding Watsco Inc. Class B (WSO.B) in their 13F filings, up 3 from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were Dimensional Fund Advisors LP ($5.5M), Gabelli Funds LLC ($4.2M) 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 1 shares bought and 128 shares sold, net −127 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Dimensional Fund Advisors LP | 0.00% | No change | 10,276 | $5.5M |
| Gabelli Funds LLC | 0.03% | No change | 7,875 | $4.2M |
| FAS Wealth Partners, Inc. | 0.09% | No change | 2,164 | $1.0M |
| CSS LLC | 0.12% | Reduce -8.9% | 1,295 | $625K |
| UMB Bank, n.a. | 0.01% | No change | 1,062 | $568K |
| Crews Bank & Trust | 0.06% | — | 700 | $331K |
| Morgan Stanley | 0.00% | No change | 588 | $278K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 553 | $261K |
| Raymond James Financial Inc. | 0.00% | — | 545 | $257K |
| Caitong International Asset Management Co., Ltd | 0.02% | — | 36 | $19K |
| UBS Group AG | 0.00% | Reduce -6.3% | 30 | $14K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +12.5% | 9 | $4K |
| BlackRock, Inc. | 0.00% | No change | 1 | $472 |
"% 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.