Watsco Inc. Class BWSO.B
13F holders, Q2 2025 (June 30)12holders +2
3new positions
1sold out
$437.57avg. 13F price*
At the end of Q2 2025, 12 institutions reported holding Watsco Inc. Class B (WSO.B) in their 13F filings, up 2 from Q1 2025. 3 opened new positions and 1 sold out. The largest holders were Dimensional Fund Advisors LP ($4.5M), Gabelli Funds LLC ($3.4M) and FAS Wealth Partners, Inc. ($947K).
- Company
- Watsco Inc. Class B
- CUSIP
- 942622101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $739K |
| Exits | 1 | $17K |
All 13F filers, Q1 2025 → Q2 2025: 1,691 shares bought and 34 shares sold, net +1,657 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Dimensional Fund Advisors LP | 0.00% | No change | 10,265 | $4.5M |
| Gabelli Funds LLC | 0.02% | No change | 7,875 | $3.4M |
| FAS Wealth Partners, Inc. | 0.07% | No change | 2,164 | $947K |
| Goldman Sachs Group Inc. | 0.00% | New | 1,600 | $701K |
| UMB Bank, n.a. | 0.01% | No change | 1,062 | $465K |
| Crews Bank & Trust | 0.05% | No change | 700 | $306K |
| Morgan Stanley | 0.00% | Add +0.2% | 589 | $258K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 553 | $242K |
| Raymond James Financial Inc. | 0.00% | Add +0.4% | 549 | $241K |
| Qube Research & Technologies Ltd | 0.00% | New | 86 | $38K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 2 | $875 |
| BlackRock, Inc. | 0.00% | No change | 1 | $438 |
"% 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.