# WATSCO INC (WSOB)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/WSOB/

- Reporting holders: 12
- Reported value: $9.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [DIMENSIONAL FUND ADVISORS LP](https://holderbook.com/funds/354204-dimensional-fund-advisors-lp/) | $3.6M | 10,265 | 0.0% | 31 |
| [GABELLI FUNDS LLC](https://holderbook.com/funds/1081407-gabelli-funds-llc/) | $2.7M | 7,800 | 0.0% | 31 |
| [FAS Wealth Partners, Inc.](https://holderbook.com/funds/1596957-fas-wealth-partners-inc/) | $893.6K | 2,163 | 0.0% | 19 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $559.4K | 1,354 | 0.0% | 5 |
| [DF DENT & CO INC](https://holderbook.com/funds/934999-df-dent-co-inc/) | $514.4K | 1,245 | 0.0% | 2 |
| [Modern Wealth Management, LLC](https://holderbook.com/funds/2001900-modern-wealth-management-llc/) | $358.6K | 868 | 0.0% | 1 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $243.5K | 589 | 0.0% | 35 |
| [Beacon Pointe Advisors, LLC](https://holderbook.com/funds/1744317-beacon-pointe-advisors-llc/) | $228.4K | 553 | 0.0% | 1 |
| [Crews Bank & Trust](https://holderbook.com/funds/2052279-crews-bank-trust/) | $206.6K | 500 | 0.0% | 7 |
| [UMB Bank, n.a.](https://holderbook.com/funds/933429-umb-bank-n-a/) | $116.2K | 332 | 0.0% | 26 |
| [Tower Research Capital LLC (TRC)](https://holderbook.com/funds/1533421-tower-research-capital-llc-trc/) | $3.5K | 10 | 0.0% | 5 |
| [BlackRock, Inc.](https://holderbook.com/funds/2012383-blackrock-inc/) | $413 | 1 | 0.0% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 12 | $9.4M |
| Q1 2026 | 11 | $9.4M |
| Q4 2025 | 9 | $8.1M |
| 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 | $12.1M |
| Q4 2023 | 11 | $11.3M |
| Q3 2023 | 9 | $9.0M |