DOSSIER · 13F Holders · Q3 2026
WSO/B

WATSCO INC -CL B

13 institutions still hold WATSCO INC -CL B as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 942622101·13 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$10M
visible holders
Holders
13
filers reporting
Concentration
33.31%
DIMENSIONAL FUND ADVISORS LP #1
top holder share
AI Holders Summary · Q3 2026

13 institutions reported WSO/B in Q3 2026. DIMENSIONAL FUND ADVISORS LP leads at 33.3% 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
$3M10K0.00%Q3 2026
02
GABELLI FUNDS LLC
CIK 0001081407
$3M8K0.02%Q2 2026
03
FAS Wealth Partners, Inc.
CIK 0001596957
$894K2K0.05%Q2 2026
04
OLD REPUBLIC INTERNATIONAL CORP
CIK 0000074260
$893K3K0.04%Q3 2026
05
GOLDMAN SACHS GROUP INC
CIK 0000886982
$559K1K0.00%Q2 2026
06
DF DENT & CO INC
CIK 0000934999
$514K1K0.01%Q2 2026
07
MORGAN STANLEY
CIK 0000895421
$243K5890.00%Q2 2026
08
Beacon Pointe Advisors, LLC
CIK 0001744317
$228K5530.00%Q2 2026
09
Crews Bank & Trust
CIK 0002052279
$207K5000.03%Q2 2026
10
UMB Bank, n.a.
CIK 0000933429
$116K3320.00%Q2 2026
11
Tower Research Capital LLC (TRC)
CIK 0001533421
$4K100.00%Q2 2026
12
BlackRock, Inc.
CIK 0002012383
$41310.00%Q2 2026
13
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025