Watsco WSO-B Institutional Ownership

Updated Oct 10, 2026

Watsco Inc (NYSE:WSO-B) appeared in the 13F filings of 12 institutional investors for the quarter ended June 30, 2026.

• Collectively, these holders controlled 0.45% of Watsco's outstanding shares in Q2 2026, down from 0.49% in Q1 2026.
• Total shares held in Watsco fell 7.73% from Q1 2026, while the number of holders rose 9.09% from Q2 2025.
• Among the 12 holders of Watsco, 2 added to their positions, 3 reduced their stakes and 7 left their positions unchanged.
• Institutional investors held 25.68K shares of Watsco in total at the end of Q2 2026, down 2.15K from the prior quarter and up 823 from a year earlier.
• Dimensional Fund Advisors LP held the largest position in WSO-B at 10.27K shares as of June 30, 2026, or 0.18% of shares outstanding.
• Among holders that kept a stake in Watsco, the biggest sellers in Q2 2026 were Crews Bank & Trust (-150 shares), Goldman Sachs Group Inc (-14 shares) and Tower Research Capital LLC (-1 share).
• Per Business Quant data, the 10 largest holders of Watsco at the end of Q2 2026 were Dimensional Fund Advisors LP (10.27K shares), Gabelli Funds LLC (7.8K shares), FAS Wealth Partners, Inc. (2.16K shares), Goldman Sachs Group Inc (1.35K shares), DF Dent & Co Inc (1.25K shares), Modern Wealth Management, LLC (868 shares), Morgan Stanley (589 shares), Beacon Pointe Advisors, LLC (553 shares), Crews Bank & Trust (500 shares) and UMB Bank, N.A. (332 shares).