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Watsco Inc (WSO/B)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
UNCHANGED
Shares10,265 from 10,265
Change0 (0%)
Value$3.2M (-$401.4K)
Filed 2026-11-04
Old Republic International Corp
NEW
Shares2,960
Change+2,960
Value$893
Filed 2026-10-26
UMB Bank, n.a.
UNCHANGED
Shares332 from 332
Change0 (0%)
Value$103.2K (-$13.0K)
Filed 2026-11-06
Gabelli Funds LLC
N/A
Shares— from 7,800
Change-7,800 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 2,163
Change-2,163 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,354
Change-1,354 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 868
Change-868 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 589
Change-589 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 553
Change-553 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 500
Change-500 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 10
Change-10 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Dimensional Fund Advisors LP
UNCHANGED10,26510,26500%$3.6M$3.2M-$401.4K2026-11-04
Old Republic International Corp
NEW2,960—+2,960——$893—2026-10-26
UMB Bank, n.a.
UNCHANGED33233200%$116.2K$103.2K-$13.0K2026-11-06
Gabelli Funds LLC
N/A—7,800-7,800-100%$2.7M———
FAS Wealth Partners, Inc.
N/A—2,163-2,163-100%$893.6K———
Goldman Sachs Group Inc
N/A—1,354-1,354-100%$559.4K———
DF Dent & Co Inc
N/A—1,245-1,245-100%$514.4K———
Modern Wealth Management, LLC
N/A—868-868-100%$358.6K———
Morgan Stanley
N/A—589-589-100%$243.5K———
Beacon Pointe Advisors, LLC
N/A—553-553-100%$228.4K———
Crews Bank & Trust
N/A—500-500-100%$206.6K———
Tower Research Capital LLC (TRC)
N/A—10-10-100%$3.5K———
BlackRock, Inc.
N/A—1-1-100%$413———
Showing 13 of 13 institutions