WSO-B WATSCO INC
FollowCL B CONV (common), issuer CIK 105016
12 managers (12 13F filers) reported a position in WSO-B shares at 2026-06-30, 25,680 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 2
- Added
- 0
- Reduced
- 3
- Sold out
- 2
- Shares held by filers
- 25,680
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP | 10,265 | $3.59M | <0.01% | 0 | 13F-HRTimelineGroup |
| GABELLI FUNDS LLCin group GAMCO Investors (Gabelli) | 7,800 | $2.73M | 0.02% | 0 | 13F-HRTimelineGroup |
| FAS Wealth Partners, Inc. | 2,163 | $894K | 0.05% | 0 | 13F-HRTimeline |
| GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC | 1,354 | $559K | <0.01% | -14 | 13F-HRTimelineGroup |
| DF DENT & CO INC | 1,245 | $514K | 0.01% | 0 | 13F-HRTimeline |
| Modern Wealth Management, LLC | 868 | $359K | <0.01% | new | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 589 | $243K | <0.01% | 0 | 13F-HRTimelineGroup |
| Beacon Pointe Advisors, LLC | 553 | $228K | <0.01% | new | 13F-HRTimeline |
| Crews Bank & Trust | 500 | $207K | 0.03% | -150 | 13F-HRTimeline |
| UMB Bank, n.a. | 332 | $116K | <0.01% | 0 | 13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them. |
| Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T… | 10 | $3.5K | <0.01% | -1 | 13F-HRTimelineGroup |
| BlackRock, Inc.in group BlackRock, Inc. | 1 | $413 | <0.01% | 0 | 13F-HRTimelineGroup |