Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / CL B CONV
-
Total 13F shares
-
25,446
-
Share change
-
+1,657
-
Total reported value
-
$11,134,427
-
Price per share
-
$437.74
-
Number of holders
-
12
-
Value change
-
+$723,146
-
Number of buys
-
5
-
Number of sells
-
1
Institutional Holders of WATSCO INC - CL B CONV (WSOB) as of Q2 2025
As of 30 Jun 2025,
WATSCO INC - CL B CONV (WSOB) was held by
12 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
25,446 shares.
The largest 10 holders included
DIMENSIONAL FUND ADVISORS LP, GABELLI FUNDS LLC, FAS Wealth Partners, Inc., GOLDMAN SACHS GROUP INC, UMB Bank, n.a., Crews Bank & Trust, MORGAN STANLEY, Beacon Pointe Advisors, LLC, RAYMOND JAMES FINANCIAL INC, and Qube Research & Technologies Ltd.
This page lists
12
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| 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.