DOSSIER · 13F Holders · Q2 2026
WSO/B

WATSCO INC -CL B

12 institutions still hold WATSCO INC -CL B as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 942622101·12 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$9M
visible holders
Holders
12
filers reporting
Concentration
39.53%
DIMENSIONAL FUND ADVISORS LP #1
top holder share
AI Holders Summary · Q2 2026

12 institutions reported WSO/B in Q2 2026. DIMENSIONAL FUND ADVISORS LP leads at 39.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$4M10K0.00%Q2 2026
02
GABELLI FUNDS LLC
CIK 0001081407
$3M8K0.02%Q2 2026
03
FAS Wealth Partners, Inc.
CIK 0001596957
$894K2K0.05%Q2 2026
04
GOLDMAN SACHS GROUP INC
CIK 0000886982
$559K1K0.00%Q2 2026
05
DF DENT & CO INC
CIK 0000934999
$514K1K0.01%Q2 2026
06
MORGAN STANLEY
CIK 0000895421
$243K5890.00%Q2 2026
07
Beacon Pointe Advisors, LLC
CIK 0001744317
$228K5530.00%Q2 2026
08
Crews Bank & Trust
CIK 0002052279
$207K5000.03%Q2 2026
09
UMB Bank, n.a.
CIK 0000933429
$116K3320.00%Q2 2026
10
Tower Research Capital LLC (TRC)
CIK 0001533421
$4K100.00%Q2 2026
11
BlackRock, Inc.
CIK 0002012383
$41310.00%Q2 2026
12
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025