Watsco Inc. Class BWSO.B
13F holders, Q4 2025 (December 31)9holders −3
0new positions
3sold out
$338.86avg. 13F price*
At the end of Q4 2025, 9 institutions reported holding Watsco Inc. Class B (WSO.B) in their 13F filings, down 3 from Q3 2025. 0 opened new positions and 3 sold out. The largest holders were Dimensional Fund Advisors LP ($3.5M), Gabelli Funds LLC ($2.6M) and FAS Wealth Partners, Inc. ($733K).
- Company
- Watsco Inc. Class B
- CUSIP
- 942622101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 3 | $942K |
All 13F filers, Q3 2025 → Q4 2025: 80 shares bought and 2,744 shares sold, net −2,664 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Dimensional Fund Advisors LP | 0.00% | No change | 10,265 | $3.5M |
| Gabelli Funds LLC | 0.02% | No change | 7,800 | $2.6M |
| FAS Wealth Partners, Inc. | 0.05% | Reduce -0.1% | 2,163 | $733K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.3% | 1,556 | $527K |
| UMB Bank, n.a. | 0.00% | Reduce -33.6% | 705 | $239K |
| Crews Bank & Trust | 0.03% | No change | 700 | $237K |
| Morgan Stanley | 0.00% | No change | 589 | $200K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +800.0% | 90 | $30K |
| BlackRock, Inc. | 0.00% | No change | 1 | $339 |
"% 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.