WATSCO INC (WSOB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
12
Reporting holders
$9.4M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $3.6M | 10,265 | 0.00% | 31q | HELD |
| GABELLI FUNDS LLC | $2.7M | 7,800 | 0.02% | 31q | HELD |
| FAS Wealth Partners, Inc. | $893.6K | 2,163 | 0.05% | 19q | HELD |
| GOLDMAN SACHS GROUP INC | $559.4K | 1,354 | 0.00% | 5q | -1.0%-$5.8K |
| DF DENT & CO INC | $514.4K | 1,245 | 0.01% | 2q | HELD |
| Modern Wealth Management, LLC | $358.6K | 868 | 0.00% | new | NEW |
| MORGAN STANLEY | $243.5K | 589 | 0.00% | 35q | HELD |
| Beacon Pointe Advisors, LLC | $228.4K | 553 | 0.00% | new | NEW |
| Crews Bank & Trust | $206.6K | 500 | 0.03% | 7q | -23.1%-$62.0K |
| UMB Bank, n.a. | $116.2K | 332 | 0.00% | 26q | HELD |
| Tower Research Capital LLC (TRC) | $3.5K | 10 | 0.00% | 5q | -9.1% |
| BlackRock, Inc. | $413 | 1 | 0.00% | 8q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 12 | $9.4M | 25,680 | 2 | 0 | 3 | 0.0% |
| Q1 2026 | 11 | $9.4M | 25,668 | 3 | 0 | 4 | 0.0% |
| Q4 2025 | 9 | $8.1M | 23,869 | 0 | 1 | 2 | 0.0% |
| Q3 2025 | 12 | $10.7M | 26,533 | 1 | 2 | 1 | 0.0% |
| Q2 2025 | 12 | $11.1M | 25,446 | 3 | 0 | 0 | 0.0% |
| Q1 2025 | 10 | $12.1M | 23,789 | 0 | 1 | 0 | 0.0% |
| Q4 2024 | 13 | $13.1M | 25,134 | 0 | 1 | 2 | 0.0% |
| Q3 2024 | 10 | $11.8M | 23,980 | 1 | 0 | 3 | 0.0% |
| Q2 2024 | 9 | $11.0M | 24,139 | 0 | 1 | 3 | 0.0% |
| Q1 2024 | 12 | $12.1M | 28,098 | 2 | 2 | 2 | 0.0% |
| Q4 2023 | 11 | $11.3M | 26,603 | 2 | 1 | 1 | 0.0% |
| Q3 2023 | 9 | $9.0M | 24,581 | 1 | 0 | 2 | 0.0% |
| Q2 2023 | 8 | $8.8M | 23,902 | 1 | 1 | 1 | 0.0% |
| Q1 2023 | 7 | $7.8M | 24,767 | 1 | 0 | 0 | 0.0% |
| Q4 2022 | 8 | $4.1M | 16,545 | 1 | 1 | 0 | 0.0% |
| Q3 2022 | 11 | $7.2M | 27,523 | 1 | 1 | 1 | 0.0% |
| Q2 2022 | 10 | $6.6M | 27,566 | 0 | 0 | 2 | 0.0% |
| Q1 2022 | 10 | $8.4M | 27,561 | 0 | 0 | 2 | 0.0% |
| Q4 2021 | 11 | $9.2M | 29,834 | 1 | 1 | 2 | 0.0% |
| Q3 2021 | 10 | $8.0M | 29,864 | 2 | 0 | 2 | 0.0% |
| Q2 2021 | 8 | $8.6M | 29,883 | 0 | 0 | 1 | 0.0% |
| Q1 2021 | 11 | $8.6M | 33,207 | 1 | 0 | 1 | 0.0% |
| Q4 2020 | 10 | $7.4M | 31,576 | 1 | 0 | 1 | 0.0% |
| Q3 2020 | 9 | $7.1M | 31,806 | 1 | 1 | 0 | 0.0% |
| Q2 2020 | 8 | $5.0M | 28,879 | 0 | 2 | 1 | 0.0% |
| Q1 2020 | 9 | $4.9M | 31,257 | 2 | 2 | 1 | 0.0% |
| Q4 2019 | 7 | $5.4M | 29,778 | 1 | 0 | 0 | 0.0% |
| Q3 2019 | 7 | $4.8M | 28,594 | 1 | 0 | 0 | 0.0% |
| Q2 2019 | 6 | $4.7M | 28,578 | 0 | 0 | 2 | 0.0% |
| Q1 2019 | 6 | $4.1M | 28,685 | 1 | 1 | 1 | 0.0% |
| Q4 2018 | 5 | $3.8M | 27,758 | 0 | 0 | 0 | 0.0% |