Who Owns Watsco Stock?
NYSE: WSO.BIndustrialsIndustrial DistributionUSD
At close: Sep 28, 9:30 AM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 0.45%
- Held by insiders
- 92.93%
- Institutional holders
- 13
- Institutions 0.5%
- Insiders 92.9%
- Public and other 6.6%
Who owns Watsco stock?
Institutional investors own about 0.5% of Watsco's shares, spread across 13 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 92.93% of WSO.B.
The largest institutional holders are Dimensional Fund Advisors LP (0.18%), Gabelli Funds, LLC (0.14%) and FAS Wealth Partners, Inc. (0.04%). Together, the top 10 institutions control 0.5% of shares outstanding. In their latest filings, 2 of the top 10 institutions increased their WSO.B positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of WSO.B
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Dimensional Fund Advisors LP | 10.27K | 0.18% | 0.0% |
| Gabelli Funds, LLC | 7.80K | 0.14% | 0.0% |
| FAS Wealth Partners, Inc. | 2.16K | 0.04% | 0.0% |
| Goldman Sachs Group Inc | 1.35K | 0.02% | -1.0% |
| Df Dent & Co Inc | 1.25K | 0.02% | 0.0% |
| Modern Wealth Management, LLC | 868 | 0.02% | +100.0% |
| Morgan Stanley | 589 | 0.01% | 0.0% |
| Beacon Pointe Advisors, LLC | 553 | 0.01% | +100.0% |
| Crews Bank & Trust | 500 | 0.01% | -23.1% |
| UMB Bank NA/MO | 332 | 0.01% | 0.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of WSO.B
| Fund | Shares | % Held |
|---|---|---|
| Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund | 7.80K | 0.14% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio | 4.96K | 0.09% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio | 2.27K | 0.04% |
| Dimensional ETF Trust-Dimensional US Core Equity 2 ETF | 1.75K | 0.03% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Vector Equity Portfolio | 1.21K | 0.02% |
| Allianz Varbl Insurance Prod. TRT-AZL DFA U.S. Core Eqy. Fd. | 84 | 0.00% |
Frequently asked questions
Who is the largest shareholder of Watsco?
Dimensional Fund Advisors LP is the largest institutional shareholder of WSO.B, owning 0.18% of shares outstanding (10.27K shares) as of its latest 13F filing.
What percentage of Watsco is owned by institutions?
Institutions own about 0.5% of WSO.B shares and 6.4% of the public float.
How much of Watsco do insiders own?
Insiders, such as officers and directors, own about 92.93% of WSO.B shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.