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Disclosery

WSO WATSCO INC

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Stock (common), issuer CIK 105016

764 managers (784 13F filers) reported a position in WSO shares at 2026-06-30, 37,772,699 shares in all. 89 filers opened a position and 71 filers sold out during the quarter.

Managers
764
13F filers
784
New
89
Added
243
Reduced
305
Sold out
71
Shares held by filers
37,772,699

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
US BANCORP \DE\in group US BANCORP \DE\11,375$4.74M0.01%-25713F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,106$4.63M<0.01%-2113F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…10,699$4.46M0.01%-27413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co10,600$4.42M0.05%-113F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.10,587$4.41M0.17%+21413F-HRTimeline
Louisiana State Employees Retirement Sy…10,200$4.25M0.06%+10013F-HR/ATimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…10,204$4.24M0.02%-1,36113F-HRTimelineGroup
YOUSIF CAPITAL MANAGEMENT, LLC10,127$4.22M0.05%-60913F-HRTimeline
D.A. DAVIDSON & CO.10,071$4.2M0.02%+25213F-HRTimeline
HighTower Advisors, LLC10,067$4.2M<0.01%-50613F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM10,019$4.18M0.02%+52913F-HRTimeline
Mn Services Vermogensbeheer B.V.9,975$4.16M0.03%-3,20013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC9,818$4.09M0.08%-95713F-HRTimeline
WESTFIELD CAPITAL MANAGEMENT CO LP9,807$4.09M0.01%-1513F-HRTimeline
Marks Group Wealth Management, Inc9,803$4.09M0.36%-6,40113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC9,712$4.05M0.01%+17913F-HRTimelineGroup
DNB Asset Management ASin group DNB Asset Management AS9,666$4.03M0.01%-83913F-HRTimelineGroup
Monte Financial Group, LLC12,461$3.85M1.23%+74913F-HRTimeline
Vestmark Advisory Solutions, Inc.9,072$3.78M0.04%-2,75913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,020$3.76M<0.01%+2,16213F-HRTimelineGroup
IFM Investors Pty Ltd8,857$3.69M0.02%+1,39613F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding8,777$3.66M-165Timeline
Zurcher Kantonalbank (Zurich Cantonalba…8,727$3.64M0.01%-4,42513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,629$3.6M0.1%+24813F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC8,622$3.59M0.02%-86613F-HRTimelineGroup
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …8,537$3.56M0.01%-3,36313F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC8,512$3.55M<0.01%-38,25713F-HRTimelineGroup
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A8,436$3.52M0.01%+34213F-HRTimelineGroup
CAMBIAR INVESTORS LLC8,319$3.47M0.15%-82813F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM8,183$3.41M0.02%-20013F-HRTimeline
NewEdge Wealth, LLC8,143$3.39M0.03%-1,26313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,115$3.38M0.04%+7,39613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…8,040$3.35M0.01%+1,38213F-HRTimelineGroup
Prosperity Consulting Group, LLC7,818$3.26M0.12%-28713F-HRTimeline
Lansforsakringar Fondforvaltning AB (pu…7,815$3.26M0.01%new13F-HRTimeline
Prospect Capital Advisors, LLC7,810$3.25M1.48%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,773$3.24M0.01%-9613F-HRTimelineGroup
Advisors Asset Management, Inc.7,477$3.12M0.05%-50613F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCgroup of 2 filers holding7,412$3.08M-119Timeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…7,379$3.08M0.01%-55313F-HRTimelineGroup
Orion Porfolio Solutions, LLC7,317$3.05M0.02%-45613F-HRTimeline
Applied Capital LLC/FL7,295$3.04M2.03%013F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC7,228$3.01M0.12%+50113F-HRTimelineGroup
OREGON PUBLIC EMPLOYEES RETIREMENT FUND7,195$3M0.03%+8713F-HRTimeline
Sanctuary Advisors, LLC7,184$2.99M0.01%-46513F-HRTimeline
MIDDLETON & CO INC/MA7,127$2.97M0.32%-21313F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD7,118$2.97M0.07%013F-HRTimeline
SEB Asset Management AB7,074$2.95M0.01%+8113F-HRTimeline
Hosking Partners LLP6,979$2.91M0.1%-11313F-HRTimeline
Atria Investments, Inc6,738$2.81M0.03%-1,40213F-HRTimeline
Numerai GP LLC6,732$2.81M0.23%-46413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,624$2.76M<0.01%+3,14813F-HR/ATimeline
2Xideas AGin group 2Xideas AG6,519$2.72M1.17%+3,31613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,434$2.68M<0.01%+43313F-HRTimelineGroup
XPONANCE LLC6,437$2.68M0.02%+2613F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…6,434$2.68M0.07%013F-HRTimelineGroup
Freedom Day Solutions, LLC6,383$2.66M0.59%-5313F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC6,284$2.62M0.05%-15113F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…6,041$2.52M0.01%-5,42113F-HRTimelineGroup
KBC Group NVin group KBC Group NV6,011$2.5M0.01%+1,68013F-HRTimelineGroup
RFG Advisory, LLC6,006$2.5M0.04%+22813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,980$2.49M0.03%-14713F-HRTimeline
Graham Capital Management, L.P.5,974$2.49M0.07%+4,42713F-HRTimeline
Birch Capital Management, LLC5,939$2.47M1.21%+83613F-HRTimeline
APPLETON PARTNERS INC/MA5,844$2.44M0.15%-13313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP5,761$2.4M0.01%-8113F-HRTimelineGroup
Employees Retirement System of Texas5,718$2.38M0.02%-101,48313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth5,683$2.37M<0.01%+25413F-HRTimelineGroup
BRIDGES INVESTMENT MANAGEMENT INC5,580$2.33M0.03%+2013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…5,463$2.28M0.15%-4,84713F-HRTimelineGroup
MATHER GROUP, LLC.5,340$2.23M0.02%+5,10913F-HRTimeline
Utah Retirement Systems5,321$2.22M0.02%-38813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,314$2.21M0.01%+4413F-HRTimeline
Voleon Capital Management LP5,295$2.21M0.04%-5,99513F-HRTimeline
Summit Trail Advisors, LLC5,158$2.15M0.03%+31513F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …5,150$2.15M0.01%+33513F-HRTimeline
Ilmarinen Mutual Pension Insurance Co5,096$2.12M0.01%013F-HRTimeline
Barbara Oil Co.5,000$2.05M0.69%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK4,914$2.05M<0.01%+28513F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP4,867$2.03M0.02%-513F-HRTimelineGroup
NISSAY ASSET MANAGEMENT CORP /JAPAN4,804$2M0.01%+12313F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…4,756$1.99M0.23%+48613F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp4,601$1.92M0.09%+6213F-HRTimelineGroup
1834 INVESTMENT ADVISORS CO4,563$1.9M0.22%new13F-HRTimeline
Investment Management Corp of Ontario4,551$1.9M0.02%+2,03713F-HRTimeline
Schonfeld Strategic Advisors LLC4,381$1.83M0.01%new13F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC4,254$1.77M0.63%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.4,164$1.74M<0.01%+14713F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,131$1.72M0.01%+32913F-HRTimelineGroup
OP Asset Management Ltd4,093$1.71M0.02%+29813F-HRTimeline
Taylor Frigon Capital Management LLC4,088$1.7M0.8%-3213F-HRTimeline
QUADRANT CAPITAL GROUP LLC3,978$1.66M0.05%+613F-HRTimeline
Pacer Advisors, Inc.3,957$1.65M<0.01%-19013F-HRTimeline
CHOREO, LLC3,882$1.62M0.02%-36513F-HRTimeline
SG Americas Securities, LLC3,840$1.6M<0.01%-5,92413F-HRTimeline
Cambridge Investment Research Advisors,…3,838$1.6M<0.01%-17813F-HR/ATimeline
Capital Investment Advisory Services, L…3,736$1.56M0.1%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…3,605$1.5M0.01%013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC3,594$1.5M0.17%-2013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,577$1.49M0.01%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…3,543$1.48M<0.01%+1,28913F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS3,531$1.47M0.01%-14113F-HRTimelineGroup
Annandale Capital, LLC3,516$1.47M0.22%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,490$1.45M0.02%013F-HRTimelineGroup
State of Alaska, Department of Revenue3,430$1.43M0.01%-3713F-HRTimeline
National Pension Service3,362$1.4M<0.01%-2,02113F-HRTimeline
Regents Gate Capital LLP3,278$1.37M1.82%new13F-HRTimeline
Ensign Peak Advisors, Inc3,209$1.34M<0.01%-8,02013F-HRTimeline
TCI Wealth Advisors, Inc.3,190$1.33M0.06%+7913F-HRTimeline
SlateStone Wealth, LLC3,170$1.32M0.1%+7613F-HRTimeline
Alpha Omega Wealth Management LLC3,157$1.32M0.2%-19613F-HRTimeline
Cresset Asset Management, LLC3,152$1.31M<0.01%-3913F-HRTimeline
WCM INVESTMENT MANAGEMENT, LLC3,184$1.31M<0.01%-1,16613F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…3,131$1.3M0.03%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,123$1.3M0.03%+1,90713F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding3,508$1.28M+1,732Timeline
UMB Bank, n.a.3,045$1.27M0.02%-313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,034$1.26M0.03%+26713F-HRTimelineGroup
Alliance Wealth Advisors, LLC /UT3,015$1.26M0.24%-97113F-HRTimeline
Hennion & Walsh Asset Management, Inc.3,014$1.26M0.04%-3613F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT3,013$1.26M0.01%new13F-HRTimeline
Xcelsior Advisor Partners LLC3,005$1.25M0.17%new13F-HRTimeline
Integrated Wealth Concepts LLC3,000$1.25M0.01%+1,48713F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …3,000$1.25M0.02%013F-HRTimelineGroup
GW&K Investment Management, LLC2,947$1.23M0.01%-70813F-HRTimeline
Oak Thistle LLC2,905$1.21M0.12%-1,52313F-HRTimeline
MML INVESTORS SERVICES, LLC2,834$1.18M<0.01%+14613F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.2,804$1.17M0.38%-3913F-HRTimeline
Man Group plcin group Man Group plc2,775$1.16M<0.01%+1,05913F-HRTimelineGroup
HANCOCK WHITNEY CORP2,745$1.14M0.02%+82213F-HRTimeline
Chicago Capital, LLC2,700$1.13M0.03%-2013F-HRTimeline
Eurizon Capital SGR S.p.A.2,673$1.11M<0.01%-1,28513F-HRTimeline
Gulf International Bank (UK) Ltd2,665$1.11M0.02%-7113F-HRTimeline
CIBC Asset Management Inc2,649$1.1M<0.01%+31713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp2,645$1.1M<0.01%+3513F-HRTimelineGroup
Mirabaud Asset Management Ltd2,647$1.09M0.9%-1,20413F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC2,520$1.05M0.01%-4,56113F-HRTimelineGroup
Modern Wealth Management, LLC2,505$1.04M0.01%+1,50813F-HRTimeline
MAI Capital Management2,475$1.03M<0.01%+67413F-HRTimeline
Saudi Central Bank2,446$1.02M0.01%+1,15713F-HRTimeline
Triad Investment Management2,445$1.02M1.12%013F-HRTimeline
Procyon Advisors, LLC2,391$996K0.04%-32713F-HRTimeline
BLALOCK WILLIAMS, LLC2,332$972K0.63%013F-HRTimeline
Coastal Bridge Advisors, LLC2,319$966K0.06%-29613F-HRTimeline
Steward Partners Investment Advisory, L…2,308$962K<0.01%-34313F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC2,574$957K0.03%013F-HRTimeline
WEALTH ALLIANCE, LLC2,249$937K0.08%+1213F-HRTimeline
FAS Wealth Partners, Inc.2,242$934K0.05%+3613F-HRTimeline
Jupiter Topco LLCin group Janus Henderson2,237$933K<0.01%13F-HRTimelineGroup
MGO ONE SEVEN LLC2,229$929K0.02%-18013F-HRTimeline
Citizens Business Bank2,219$925K0.14%+98013F-HRTimeline
Ethic Inc.2,216$924K0.01%new13F-HRTimeline
Cranbrook Wealth Management, LLC2,207$920K0.17%-13813F-HRTimeline
Trueblood Wealth Management, LLC2,198$916K0.32%-3813F-HRTimeline
Freestone Grove Partners LP2,195$915K0.01%-21,16413F-HRTimeline
Intrinsic Value Partners, LLC2,189$912K0.62%+40013F-HRTimeline
Portside Wealth Group, LLC2,171$905K0.11%+3213F-HRTimeline
BHK Investment Advisors, LLC2,160$900K0.27%-13413F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC2,145$894K0.01%-9113F-HRTimeline
Centennial Wealth Advisory LLC2,019$841K0.18%new13F-HRTimeline
CHICAGO TRUST Co NA2,007$836K0.12%-1,14413F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC2,005$836K<0.01%-10013F-HRTimelineGroup
Woodline Partners LP1,995$831K<0.01%+62813F-HRTimeline
GHP Investment Advisors, Inc.1,993$831K0.03%-73713F-HRTimeline
NORDEN GROUP LLC1,971$821K0.07%+23413F-HRTimeline
OMERS ADMINISTRATION Corp1,955$815K<0.01%+22113F-HRTimeline
HB Wealth Management, LLC1,954$815K<0.01%+16113F-HRTimeline
GAMMA Investing LLC1,951$813K0.03%+48013F-HRTimeline
Simplicity Wealth,LLC1,951$813K0.03%+57813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO1,944$810K0.01%-3913F-HRTimeline
CoreCap Advisors, LLC1,926$803K0.02%-24413F-HRTimeline
Cox Capital Mgt LLC1,925$802K0.45%013F-HRTimeline
BOKF, NAin group BOKF, NA1,899$791K0.01%-7913F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding1,892$788K+340Timeline
HARVEY INVESTMENT CO LLC1,885$786K0.09%+10013F-HRTimeline
Drucker Wealth 3.0, LLC1,874$781K0.12%-413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC1,855$773K0.01%-25313F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC1,842$768K0.17%+17313F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp1,825$761K0.09%013F-HRTimelineGroup
Maryland State Retirement & Pension Sys…1,819$758K0.01%013F-HRTimeline
Belpointe Asset Management LLC1,812$755K0.02%-7813F-HRTimeline
SBI Okasan Asset Management Co.Ltd.1,800$739K0.02%013F-HRTimeline
Boreal Capital Management LLC1,756$732K0.54%013F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE1,929$731K<0.01%-913F-HRTimelineGroup
First Bank & Trust1,739$725K0.11%+48713F-HRTimeline
Knollwood Investment Advisory, LLC1,722$718K0.06%-80113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,697$707K0.01%+13913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RWA WEALTH PARTNERS, LLC1,687$703K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,659$692K0.02%-33013F-HRTimelineGroup
Crossmark Global Holdings, Inc.1,644$685K0.01%-46913F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…1,643$685K0.53%+4913F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC1,630$679K0.26%-35613F-HRTimeline
Trexquant Investment LP1,629$679K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.1,623$676K0.05%+1313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,585$661K<0.01%-12913F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,583$661K<0.01%+14413F-HRTimelineGroup
Sequoia Financial Advisors, LLC1,536$640K<0.01%-57513F-HRTimeline
NewEdge Advisors, LLC1,536$640K<0.01%+77913F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD1,535$640K0.09%new13F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC1,529$637K0.03%+2013F-HRTimeline