Watsco Inc
WSO.B- Exchange
- NYSE
- Industry
- Wholesale-Hardware & Plumbing & Heating Equipment & Supplies
- SEC CIK
- 0000105016
No open-market purchases or sales by Watsco Inc insiders were filed in the last 90 days; 12 institutions reported holding it in 13F filings for Q2 2026, worth $9.45M in total; no superinvestor holds it.
Other share classesWSO
13F holders, Q1 2025
Institutional positions in Watsco Inc as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 10
- −3 vs. Q4 2024
- Shares held
- 23.8K
- −1.34K (−5.4%) vs. Q4 2024
- Total value
- $12.1M
- −$1.03M (−7.9%) vs. Q4 2024
- New holders
- 0
- 2 more added
- Sold out
- 3
- 1 more reduced
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WSO.B on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 12 | $9.45M |
| Q1 2026 | 12 | $10.2M |
| Q4 2025 | 9 | $8.09M |
| Q3 2025 | 12 | $10.7M |
| Q2 2025 | 12 | $11.1M |
| Q1 2025 | 10 | $12.1M |
| Q4 2024 | 13 | $13.1M |
| Q3 2024 | 10 | $11.8M |
| Q2 2024 | 9 | $11.0M |
| Q1 2024 | 12 | $11.5M |
| Q4 2023 | 11 | $11.0M |
| Q3 2023 | 9 | $9.02M |
| Q2 2023 | 8 | $8.77M |
| Q1 2023 | 8 | $7.81M |
| Q4 2022 | 11 | $7.03M |
| Q3 2022 | 11 | $7.16M |
| Q2 2022 | 10 | $6.61M |
| Q1 2022 | 10 | $8.44M |
| Q4 2021 | 11 | $9.22M |
| Q3 2021 | 10 | $8.03M |
| Q2 2021 | 8 | $8.59M |
| Q1 2021 | 11 | $8.61M |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 10,265 | $5.21M | 0.00% | −11−0.1% | Reduced |
| Gabelli Funds LLC | 7,875 | $3.99M | 0.03% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 2,164 | $1.10M | 0.09% | 00.0% | Unchanged |
| Umb Bank N A | 1,062 | $537.6K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 700 | $354.3K | 0.06% | 00.0% | Unchanged |
| Morgan Stanley | 588 | $297.6K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 553 | $279.8K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 547 | $276.9K | 0.00% | +2+0.4% | Added |
| UBS Group AG | 34 | $17.2K | 0.00% | +4+13.3% | Added |
| BlackRock, Inc. | 1 | $506 | 0.00% | 00.0% | Unchanged |
| CSS LLC | 0 | $0 | 0.00% | −1,295−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −9−100.0% | Sold out |