Funds holding Watsco Inc
6 funds declare a position · 1 ETFs and 5 other funds · 7.5M $ · US9426221019
Other lines from the same issuer : Watsco Inc (US9426222009)
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc | 7,800 | 2.9M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 2 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 4,958 | 2.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 3 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,268 | 1M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 4 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 1,750 | 778K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 5 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,205 | 535.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 6 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 84 | 30.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
Institutional managers
11 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 10,265 | 3.8M $ | as of Mar 31, 2026 |
| GABELLI FUNDS LLC | 7,800 | 2.9M $ | as of Mar 31, 2026 |
| Ethic Inc. | 2,850 | 1M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,368 | 492.9K $ | as of Mar 31, 2026 |
| DF DENT & CO INC | 1,245 | 448.6K $ | as of Mar 31, 2026 |
| Crews Bank & Trust | 650 | 234.2K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 589 | 212.3K $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 557 | 200.8K $ | as of Mar 31, 2026 |
| UMB Bank, n.a. | 332 | 119.6K $ | as of Mar 31, 2026 |
| Tower Research Capital LLC (TRC) | 11 | 4.1K $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 1 | 360 $ | as of Mar 31, 2026 |