Institutional Ownership
Watsco Inc
CUSIP 942622101CL B CONVWSO/BQ1 2026
Institutional Holders
11
13F filers
Shares Held
25.7K
Aggregate institutional
Institutional Value
$9.40M
Q1 2026
Net New Holders
+3
3 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased0
Decreased4
Sold out0
Institutional Holders
11 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Dimensional Fund Advisors LP | 10.3K | $3.78M | 0 | Held |
| 2 | Gabelli Funds LLC | 7.8K | $2.87M | 0 | Held |
| 3 | Ethic Inc. | 2.9K | $1.04M | +2.9K | New |
| 4 | Goldman Sachs Group Inc | 1.4K | $492.9K | −188 | Reduced |
| 5 | Df Dent & Co Inc | 1.2K | $448.6K | +1.2K | New |
| 6 | Crews Bank & Trust | 650 | $234.2K | −50 | Reduced |
| 7 | Morgan Stanley | 589 | $212.3K | 0 | Held |
| 8 | Raymond James Financial Inc | 557 | $200.8K | +557 | New |
| 9 | Umb Bank, N.A. | 332 | $119.6K | −373 | Reduced |
| 10 | Tower Research Capital LLC (Trc) | 11 | $4.1K | −79 | Reduced |
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