Watsco Inc. Class BWSO.B
13F holders, Q1 2025 (March 31)10holders −3
0new positions
3sold out
$506.87avg. 13F price*
At the end of Q1 2025, 10 institutions reported holding Watsco Inc. Class B (WSO.B) in their 13F filings, down 3 from Q4 2024. 0 opened new positions and 3 sold out. The largest holders were Dimensional Fund Advisors LP ($5.2M), Gabelli Funds LLC ($4.0M) 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 3 | $649K |
All 13F filers, Q4 2024 → Q1 2025: 6 shares bought and 1,351 shares sold, net −1,345 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Dimensional Fund Advisors LP | 0.00% | Reduce -0.1% | 10,265 | $5.2M |
| Gabelli Funds LLC | 0.03% | No change | 7,875 | $4.0M |
| FAS Wealth Partners, Inc. | 0.09% | No change | 2,164 | $1.1M |
| UMB Bank, n.a. | 0.01% | No change | 1,062 | $538K |
| Crews Bank & Trust | 0.06% | No change | 700 | $354K |
| Morgan Stanley | 0.00% | No change | 588 | $298K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 553 | $280K |
| Raymond James Financial Inc. | 0.00% | Add +0.4% | 547 | $277K |
| UBS Group AG | 0.00% | Add +13.3% | 34 | $17K |
| BlackRock, Inc. | 0.00% | No change | 1 | $506 |
"% 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.