Watsco Inc. Class BWSO.B
13F holders, Q3 2025 (September 30)12holders
1new positions
1sold out
$402.07avg. 13F price*
At the end of Q3 2025, 12 institutions reported holding Watsco Inc. Class B (WSO.B) in their 13F filings, unchanged from Q2 2025. 1 opened new positions and 1 sold out. The largest holders were Dimensional Fund Advisors LP ($4.1M), Gabelli Funds LLC ($3.1M) and FAS Wealth Partners, Inc. ($867K).
- Company
- Watsco Inc. Class B
- CUSIP
- 942622101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $499K |
| Exits | 1 | $38K |
All 13F filers, Q2 2025 → Q3 2025: 1,256 shares bought and 169 shares sold, net +1,087 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 | $4.1M |
| Gabelli Funds LLC | 0.02% | Reduce -0.9% | 7,800 | $3.1M |
| FAS Wealth Partners, Inc. | 0.06% | No change | 2,164 | $867K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.5% | 1,592 | $638K |
| DF Dent & Co. Inc. | 0.01% | New | 1,245 | $499K |
| UMB Bank, n.a. | 0.01% | No change | 1,062 | $428K |
| Crews Bank & Trust | 0.04% | No change | 700 | $281K |
| Morgan Stanley | 0.00% | No change | 589 | $236K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 553 | $222K |
| Raymond James Financial Inc. | 0.00% | Add +0.6% | 552 | $221K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +400.0% | 10 | $4K |
| BlackRock, Inc. | 0.00% | No change | 1 | $401 |
"% 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.