How many institutions own WSO-B stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own WSO-B shares is 13, representing 0.49% of the company's common stock.

Who are the major shareholders selling Watsco, Inc. stock?

UMB BANK, N.A., in the last quarter, reduced its stake in WSO-B by -52.91% restricting it's holding to 332 shares of worth nearly $119.62K. CREWS BANK & TRUST also lessened -7.14% of the WSO-B shares from its portfolio, reducing its holding to 650 shares of worth $234.20K. GOLDMAN SACHS GROUP INC also shunned WSO-B shares holding by -12.08% last quarter which brought its holding to 1.37 thousand shares worth $492.90K.

Investors who are buying WSO-B stock?

As per its latest 13F filing, RAYMOND JAMES FINANCIAL INC increased its stake in WSO-B by 100% in the last quarter. The institutional holder raised its holding to 557 shares having worth more than $200.84K. DF DENT & CO INC also added 100% more shares of WSO-B to its portfolio, raising its holding to 1.25 thousand shares of worth $448.59K. ETHIC INC. also increased its WSO-B shares holding by 100% which brought its holding to 2.85 thousand shares worth $1.04M.

WSO-B's major insiders: who are they?

The insider with the most stakes in WSO-B is N/A , N/A at the company. Additionally, WSO-B stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell WSO-B stock?

Company executives, directors, and other insiders own 93.08% percent of Watsco, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which WSO-B insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased WSO-B stock?

There have been 0 transaction(s) during the past 6-months in which Watsco, Inc. insiders have bought stock, totalling 0 shares

How much of WSO-B does insiders own?

Around 0 Watsco, Inc. shares are held by insiders, which represents about 93.08% of WSO-B stock.

Who is the insider with the largest stake?

WSO-B N/A, N/A holds the largest portfolio of the company's shares. WSO-B shares owned by N/A total nearly -.

Which institution holds the most shares in WSO-B?

DIMENSIONAL FUND ADVISORS LP is the largest institutional owner in WSO-B which holds 10.27 thousand shares worth $3.78M or 0.03% of the total WSO-B shares outstanding followed by FAS WEALTH PARTNERS, INC. with ownership of 2.16 thousand shares representing 0.01% of the WSO-B ownership. BLACKROCK, INC. is the third largest stakeholder with 1 shares or 0% of the ownership worth more than $360.00.

Is Watsco, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the WSO-B is concerned, it is a stock which is not optionable.

Is there a short position on WSO-B's shares?

Number of WSO-B shares short is 91. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding WSO-B shares are there?

As of today, 5.64M shares of WSO-B are outstanding.

Is there many float in WSO-B stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, WSO-B has 32.90M shares in float.

WSO-B short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for WSO-B is 4.79.

Watsco (WSO-B) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableNo

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of Float0.01

Shares Outstanding5.64M

Shares Float32.90M

Shares Short91

Short Ratio4.79

0.01%

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

93.08% Percentage of Shares held by All Insiders

0.49% Percentage of Shares held by All Institutions

7.12% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 0.49% of WSO-B shares are held by financial institutions. DIMENSIONAL FUND ADVISORS LP is the top corporate investor, holding 10.27K shares valued at $3.78M. A 0.03% stake in Watsco, Inc. is owned by the company. FAS WEALTH PARTNERS, INC. owns 2.16K shares valued at $779.35K, which translates its holding of 0.01% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	DIMENSIONAL FUND ADVISORS LP	0.03%	10.27K	3.78M	0	0
Mar 31, 2026	FAS WEALTH PARTNERS, INC.	0.01%	2.16K	779.35K	0	0
Mar 31, 2026	BLACKROCK, INC.	0%	1	360	0	0
Mar 31, 2026	UMB BANK, N.A.	0%	332	119.62K	-373	-52.91%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0%	557	200.84K	557	+100.00%
Mar 31, 2026	MORGAN STANLEY	0%	589	212.33K	0	0
Mar 31, 2026	CREWS BANK & TRUST	0%	650	234.2K	-50	-7.14%
Mar 31, 2026	DF DENT & CO INC	0%	1.25K	448.59K	1.25K	+100.00%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0%	1.37K	492.9K	-188	-12.08%
Mar 31, 2026	ETHIC INC.	0.01%	2.85K	1.04M	2.85K	+100.00%
Mar 31, 2026	GABELLI FUNDS LLC	0.02%	7.8K	2.87M	0	0
Mar 31, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0%	11	4.05K	-79	-87.78%
Dec 31, 2025	GABELLI FUNDS LLC	0.02%	7.8K	2.64M	0	0
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.03%	10.27K	3.48M	0	0
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0%	0	-	-553	-100.00%
Dec 31, 2025	DF DENT & CO INC	0%	0	-	-1.25K	-100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-552	-100.00%
Dec 31, 2025	BLACKROCK, INC.	0%	1	339	0	0
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	90	30.5K	80	+800.00%
Dec 31, 2025	MORGAN STANLEY	0%	589	199.73K	0	0
Dec 31, 2025	CREWS BANK & TRUST	0%	700	237.2K	0	0
Dec 31, 2025	FAS WEALTH PARTNERS, INC.	0.01%	2.16K	732.93K	-1	-0.05%
Dec 31, 2025	UMB BANK, N.A.	0%	705	238.89K	-357	-33.62%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0%	1.56K	527.25K	-36	-2.26%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	552	221.15K	3	+0.55%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.03%	10.27K	4.13M	0	0
Sep 30, 2025	GABELLI FUNDS LLC	0.02%	7.8K	3.14M	-75	-0.95%
Sep 30, 2025	FAS WEALTH PARTNERS, INC.	0.01%	2.16K	867.26K	0	0
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0%	1.59K	638.07K	-8	-0.50%
Sep 30, 2025	DF DENT & CO INC	0%	1.25K	499K	1.25K	+100.00%
Sep 30, 2025	UMB BANK, N.A.	0%	1.06K	427.52K	0	0
Sep 30, 2025	CREWS BANK & TRUST	0%	700	280.56K	0	0
Sep 30, 2025	MORGAN STANLEY	0%	589	236.24K	0	0
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0%	553	221.56K	0	0
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	10	4.03K	8	+400.00%
Sep 30, 2025	BLACKROCK, INC.	0%	1	401	0	0
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0%	0	-	-86	-100.00%
Jun 30, 2025	UBS GROUP AG	0%	0	-	-34	-100.00%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0%	86	37.62K	86	+100.00%
Jun 30, 2025	CREWS BANK & TRUST	0%	700	306.49K	0	0
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	2	875	2	+100.00%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.03%	10.27K	4.49M	0	0
Jun 30, 2025		0%	700	306.49K	0	0
Jun 30, 2025	GABELLI FUNDS LLC	0.02%	7.88K	3.45M	0	0
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0%	1.6K	700.54M	1.6K	+100.00%
Jun 30, 2025	BLACKROCK, INC.	0%	1	438	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	549	240.53K	2	+0.37%
Jun 30, 2025	UMB BANK, N.A.	0%	1.06K	464.6K	0	0
Jun 30, 2025	FAS WEALTH PARTNERS, INC.	0.01%	2.16K	947.4K	0	0
Jun 30, 2025	MORGAN STANLEY	0%	589	258.01M	1	+0.17%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0%	553	242.03K	0	0
Mar 31, 2025		0%	0	-	-36	-100.00%
Mar 31, 2025	FAS WEALTH PARTNERS, INC.	0.01%	2.16K	1.1M	0	0
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	0%	553	279.81K	0	0
Mar 31, 2025	MORGAN STANLEY	0%	588	297.64K	0	0
Mar 31, 2025	UMB BANK, N.A.	0%	1.06K	537.57K	0	0
Mar 31, 2025	GABELLI FUNDS LLC	0.02%	7.88K	3.99M	0	0
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.03%	10.27K	5.21M	-11	-0.11%
Mar 31, 2025	CSS LLC/IL	0%	0	-	-1.3K	-100.00%
Mar 31, 2025	BLACKROCK, INC.	0%	1	506	0	0
Mar 31, 2025	UBS GROUP AG	0%	34	17.21K	4	+13.33%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0%	547	276.87K	2	+0.37%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-9	-100.00%

WSO-B Stock Ownership Breakdown

Watsco

Stock Outstanding Shares

Market Insider

Institutional Ownership

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Frequently Asked Questions