Watsco Inc. Class BWSO.B
13F holders, Q1 2026 (March 31)12holders +3
3new positions
0sold out
$365.88avg. 13F price*
At the end of Q1 2026, 12 institutions reported holding Watsco Inc. Class B (WSO.B) in their 13F filings, up 3 from Q4 2025. 3 opened new positions and 0 sold out. The largest holders were Dimensional Fund Advisors LP ($3.8M), Gabelli Funds LLC ($2.9M) and Ethic Inc. ($1.0M).
- Company
- Watsco Inc. Class B
- CUSIP
- 942622101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.7M |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 4,652 shares bought and 690 shares sold, net +3,962 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 | $3.8M |
| Gabelli Funds LLC | 0.02% | No change | 7,800 | $2.9M |
| Ethic Inc. | 0.02% | New | 2,850 | $1.0M |
| FAS Wealth Partners, Inc. | 0.05% | No change | 2,163 | $779K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -12.1% | 1,368 | $493K |
| DF Dent & Co. Inc. | 0.01% | New | 1,245 | $449K |
| Crews Bank & Trust | 0.03% | Reduce -7.1% | 650 | $234K |
| Morgan Stanley | 0.00% | No change | 589 | $212K |
| Raymond James Financial Inc. | 0.00% | New | 557 | $201K |
| UMB Bank, n.a. | 0.00% | Reduce -52.9% | 332 | $120K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -87.8% | 11 | $4K |
| BlackRock, Inc. | 0.00% | No change | 1 | $360 |
"% 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.