WATSCO INC WSO.B
CL B CONV · Common Stock · CUSIP 942622101
American industrial company
- SectorIndustrials
- IndustryWholesale-Hardware & Plumbing & Heating Equipment & Supplies
- HeadquartersCoconut Grove, FL
- Websitewatsco.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $367.89.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 12 |
| Q4 2022 | 12 |
| Q1 2023 | 9 |
| Q2 2023 | 9 |
| Q3 2023 | 10 |
| Q4 2023 | 12 |
| Q1 2024 | 13 |
| Q2 2024 | 10 |
| Q3 2024 | 11 |
| Q4 2024 | 14 |
| Q1 2025 | 11 |
| Q2 2025 | 13 |
| Q3 2025 | 12 |
| Q4 2025 | 9 |
| Q1 2026 | 12 |
| Q2 2026 | 12 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 1 | 3 |
| Q4 2024 | 1 | 2 |
| Q1 2025 | 2 | 4 |
| Q2 2025 | 5 | 1 |
| Q3 2025 | 3 | 3 |
| Q4 2025 | 1 | 6 |
| Q1 2026 | 3 | 4 |
| Q2 2026 | 2 | 5 |
Biggest buyers
| Modern Wealth Management, LLC | New | +868 |
| Beacon Pointe Advisors, LLC | New | +553 |
Biggest sellers
| Ethic Inc. | Sold out | -2.9k |
| RAYMOND JAMES FINANCIAL INC | Sold out | -557 |
| Crews Bank & Trust | Reduced | -150 |
| GOLDMAN SACHS GROUP INC | Reduced | -14 |
| Tower Research Capital LLC (TRC) | Reduced | -1 |
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $5.6m | — |
| Q1 2025 | 0 | — | 1 | $1.0m | — |
| Q2 2025 | 0 | — | 1 | $986.2k | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 10.3k $3.6m | Unchanged |
| GABELLI FUNDS LLC 0.02% of their portfolio | 7.8k $2.7m | Unchanged |
| FAS Wealth Partners, Inc. 0.05% of their portfolio | 2.2k $893.6k | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.4k $559.4k | Reduced -14 |
| DF DENT & CO INC 0.01% of their portfolio | 1.2k $514.4k | Unchanged |
| Modern Wealth Management, LLC 0.00% of their portfolio | 868 $358.6k | New |
| MORGAN STANLEY 0.00% of their portfolio | 589 $243.5k | Unchanged |
| Beacon Pointe Advisors, LLC 0.00% of their portfolio | 553 $228.4k | New |
| Crews Bank & Trust 0.03% of their portfolio | 500 $206.6k | Reduced -150 |
| UMB Bank, n.a. 0.00% of their portfolio | 332 $116.2k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 10 $3.5k | Reduced -1 |
| BlackRock, Inc. 0.00% of their portfolio | 1 $413 | Unchanged |