Q1 2025 13F Holders as of 3/31/2025
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Type / Class
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Equity / CL B CONV
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Number of holders
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10
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Total 13F shares, excl. options
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23.8K
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Shares change
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-1.35K
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Total reported value, excl. options
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$12.1M
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Value change
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-$651K
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Number of buys
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2
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Number of sells
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-4
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Price
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$506.18
Significant Holders of WATSCO INC - CL B CONV (WSOB) as of Q1 2025
13 filings reported holding WSOB - WATSCO INC - CL B CONV as of Q1 2025.
WATSCO INC - CL B CONV (WSOB) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 23.8K shares
.
Largest 10 shareholders include DIMENSIONAL FUND ADVISORS LP (10.3K shares), GABELLI FUNDS LLC (7.88K shares), FAS Wealth Partners, Inc. (2.16K shares), UMB Bank, n.a. (1.06K shares), Crews Bank & Trust (700 shares), MORGAN STANLEY (588 shares), Beacon Pointe Advisors, LLC (553 shares), RAYMOND JAMES FINANCIAL INC (547 shares), UBS Group AG (34 shares), and BlackRock, Inc. (1 shares).
This table shows the top 10 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.