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Disclosery

WSO WATSCO INC

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Stock (common), issuer CIK 105016

806 managers (824 13F filers) reported a position in WSO shares at 2024-12-31, 35,346,941 shares in all. 68 filers opened a position and 65 filers sold out during the quarter.

Managers
806
13F filers
824
New
68
Added
273
Reduced
307
Sold out
65
Shares held by filers
35,346,941

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

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
LOGAN BARRY Sdirector, officer (Executive Vice President)2026-10-09+3,573 A$279.9Form 4
Nahmad Aaron Jdirector, officer (President)2026-10-09+16,078 A$279.9Form 4

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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\12,134$5.75M0.01%+15013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC12,053$5.71M0.05%-1,66213F-HRTimelineGroup
Asset Management One Co., Ltd.11,859$5.69M0.02%-30913F-HRTimeline
NewEdge Wealth, LLC11,835$5.61M0.1%+36713F-HRTimeline
KLP KAPITALFORVALTNING AS11,800$5.59M0.03%13F-HRTimeline
Vestmark Advisory Solutions, Inc.11,640$5.52M0.19%+38313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,624$5.51M<0.01%+46213F-HRTimelineGroup
Spectrum Wealth Counsel, LLC11,583$5.49M0.65%-8313F-HRTimeline
Empirical Financial Services, LLC d.b.a…11,532$5.46M0.15%+1,19513F-HRTimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…11,257$5.34M0.03%-51813F-HRTimelineGroup
Holocene Advisors, LP11,183$5.3M0.02%+7,09113F-HRTimeline
Prosperity Consulting Group, LLC11,100$5.26M0.4%-39413F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC11,050$5.24M1.67%-24013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,201$5.23M0.01%+23813F-HRTimelineGroup
ALERUS FINANCIAL NA10,677$5.06M0.39%-16113F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC10,665$5.05M0.05%+4,79013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,433$4.94M0.01%-59513F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,360$4.92M0.02%+6213F-HRTimelineGroup
Advisors Asset Management, Inc.10,316$4.89M0.09%-1,76813F-HR/ATimeline
ARIZONA STATE RETIREMENT SYSTEM10,104$4.79M0.03%+14913F-HRTimeline
Monte Financial Group, LLC9,962$4.72M2.02%-1,20813F-HRTimeline
Louisiana State Employees Retirement Sy…9,700$4.6M0.09%+10013F-HRTimeline
Prospect Capital Advisors, LLC9,635$4.57M2.65%-2,05513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,623$4.56M0.1%+83013F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC9,576$4.54M0.02%+1,07413F-HRTimeline
&PARTNERS9,416$4.48M0.05%+4,63713F-HRTimeline
K.J. Harrison & Partners Inc9,560$4.48M0.7%-51013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co9,364$4.44M0.06%-29213F-HRTimelineGroup
D.A. DAVIDSON & CO.9,139$4.33M0.04%+5513F-HRTimeline
Alliance Wealth Advisors, LLC /UT8,956$4.24M1.1%+20913F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.8,955$4.24M0.03%+2,68113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC8,580$4.16M0.01%-2,05213F-HRTimelineGroup
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding8,780$4.16M+262Timeline
Crestline Management, L.P.8,709$4.13M0.14%+6,41013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,704$4.12M0.01%-20,87813F-HRTimelineGroup
DNB Asset Management ASin group DNB Asset Management AS8,628$4.09M0.02%+713F-HRTimelineGroup
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI8,517$4.04M0.03%+4,41713F-HRTimelineGroup
Atria Investments, Inc8,290$3.93M0.05%-32213F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM8,283$3.93M0.02%-60013F-HRTimeline
MIDDLETON & CO INC/MA8,277$3.92M0.43%-11013F-HRTimeline
Illinois Municipal Retirement Fund8,214$3.89M0.06%-3,17713F-HRTimeline
Sanctuary Advisors, LLC8,026$3.89M0.02%-6213F-HRTimeline
Nebula Research & Development LLC8,091$3.83M0.45%+7,54913F-HRTimeline
Cetera Investment Advisers7,929$3.76M0.01%+39813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth7,822$3.71M0.01%+2,61013F-HR/ATimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.7,750$3.67M<0.01%-3,14113F-HRTimelineGroup
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…7,692$3.65M0.02%+2313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…7,622$3.61M0.03%+7,17613F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…7,603$3.6M0.09%+6,41813F-HRTimelineGroup
Skandinaviska Enskilda Banken AB (publ)7,549$3.58M0.02%-25413F-HRTimeline
CIBC WORLD MARKET INC.7,417$3.52M0.01%+1,07713F-HRTimeline
Freedom Day Solutions, LLC7,301$3.46M1.03%-19113F-HRTimeline
FORSTA AP-FONDEN7,300$3.46M0.02%-50013F-HRTimeline
Cresset Asset Management, LLC7,191$3.41M0.02%-4,52313F-HRTimeline
Orion Porfolio Solutions, LLC7,132$3.38M0.03%-42813F-HRTimeline
Orion Portfolio Solutions, LLC7,132$3.38M0.03%-42813F-HRTimeline
New Age Alpha Advisors, LLC7,124$3.38M0.14%new13F-HR/ATimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD7,118$3.37M0.11%+71813F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND7,075$3.35M0.06%-4613F-HRTimeline
GHP Investment Advisors, Inc.7,009$3.32M0.15%-42613F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…6,976$3.31M0.11%-16113F-HRTimelineGroup
IFM Investors Pty Ltd6,943$3.29M0.03%-41313F-HRTimeline
Applied Capital LLC/FL6,903$3.27M2.57%-2713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP6,737$3.19M0.02%+5213F-HRTimelineGroup
APPLETON PARTNERS INC/MA6,713$3.18M0.24%-5613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,680$3.17M0.01%-34713F-HR/ATimelineGroup
BRITISH COLUMBIA INVESTMENT MANAGEMENT …6,662$3.16M0.02%+86313F-HRTimeline
Quantinno Capital Management LP6,558$3.11M0.03%+33713F-HRTimeline
TD Asset Management Inc6,510$3.09M<0.01%+26113F-HRTimeline
CENTAURUS FINANCIAL, INC.6,423$3.04M0.19%+26113F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…6,405$3.03M0.46%-15013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP6,285$2.98M<0.01%-28513F-HRTimelineGroup
KBC Group NVin group KBC Group NV6,245$2.96M0.01%+38013F-HRTimelineGroup
WCM INVESTMENT MANAGEMENT, LLC6,191$2.94M0.01%-40613F-HR/ATimeline
Abacus FCF Advisors LLC6,048$2.87M0.38%+1,86013F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…5,919$2.8M0.14%-9313F-HRTimeline
XPONANCE LLC5,913$2.8M0.03%+53613F-HRTimeline
River Road Asset Management, LLC5,809$2.75M0.04%-8,00413F-HRTimeline
Argent Trust Co5,803$2.75M0.11%-9413F-HRTimeline
Utah Retirement Systems5,769$2.73M0.03%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,727$2.71M0.06%+30613F-HRTimeline
FJARDE AP-FONDEN /FOURTH SWEDISH NATION…5,719$2.71M0.03%-2,30013F-HRTimeline
Employees Retirement System of Texas5,718$2.71M0.02%013F-HR/ATimeline
Empowered Funds, LLC5,695$2.7M0.04%+66413F-HRTimeline
Mariner, LLCin group Mariner, LLC5,649$2.68M<0.01%+24713F-HRTimelineGroup
Creative Planningin group Creative Planning5,610$2.66M<0.01%+39813F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…5,534$2.62M0.28%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,499$2.61M<0.01%+75413F-HRTimelineGroup
Aquatic Capital Management LLC5,487$2.6M0.07%new13F-HRTimeline
Obermeyer Wealth Partners5,450$2.58M0.13%+7313F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC5,231$2.48M0.79%+3,52413F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP5,173$2.46M<0.01%-26,50213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,176$2.45M0.1%+4813F-HRTimelineGroup
MACKENZIE FINANCIAL CORP5,158$2.44M<0.01%-1,27713F-HR/ATimeline
Pacer Advisors, Inc.5,111$2.42M0.01%-1013F-HRTimeline
OLD NATIONAL BANCORP /IN/5,097$2.42M0.06%-42413F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC5,093$2.41M0.05%new13F-HRTimeline
Barbara Oil Co.5,000$2.37M0.98%013F-HRTimeline
CROWN ADVISORS MANAGEMENT, INC.5,000$2.37M1.52%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TD PRIVATE CLIENT WEALTH LLC4,982$2.36M0.07%-13913F-HRTimeline
AIA Group Ltdin group AIA Group Ltd4,979$2.36M0.06%-2,96813F-HRTimelineGroup
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp4,928$2.34M0.15%+2613F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC4,672$2.21M0.05%new13F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.4,582$2.17M0.01%+3913F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK4,552$2.16M<0.01%+29413F-HR/ATimelineGroup
Northwest & Ethical Investments L.P.4,552$2.16M0.06%-3,32013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,500$2.13M0.12%+39113F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK4,435$2.1M0.07%+4613F-HRTimelineGroup
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A4,355$2.06M0.01%+1,64213F-HRTimelineGroup
NISSAY ASSET MANAGEMENT CORP /JAPAN4,296$2.06M0.01%-1113F-HRTimeline
Lee Financial Co4,223$2M0.28%-6813F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC4,200$1.99M0.04%+90013F-HRTimelineGroup
Inspire Investing, LLCin group Inspire Investing, LLC4,151$1.97M0.22%-9113F-HRTimelineGroup
GILDER GAGNON HOWE & CO LLC4,106$1.95M0.02%-13513F-HRTimeline
Taylor Frigon Capital Management LLC4,085$1.94M0.98%-12913F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC4,032$1.91M0.02%-52113F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC3,994$1.89M<0.01%-86313F-HRTimelineGroup
State of Alaska, Department of Revenue3,972$1.88M0.02%-6513F-HRTimeline
Avanza Fonder AB3,913$1.85M0.06%13F-HRTimeline
Birch Capital Management, LLC3,905$1.85M0.93%-13313F-HRTimeline
RFG Advisory, LLC3,893$1.84M0.05%-6113F-HRTimeline
FIDUCIENT ADVISORS LLC3,873$1.84M0.23%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,801$1.8M0.02%+64513F-HRTimeline
Trueblood Wealth Management, LLC3,783$1.79M0.88%+10313F-HRTimeline
Capital Investment Advisory Services, L…3,735$1.77M0.17%013F-HRTimeline
Ethic Inc.3,705$1.76M0.04%+53313F-HRTimeline
Graham Capital Management, L.P.3,700$1.75M0.05%new13F-HRTimeline
Perigon Wealth Management, LLC3,536$1.74M0.04%new13F-HRTimeline
UMB Bank, n.a.3,646$1.73M0.03%+6213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Schechter Investment Advisors, LLC3,593$1.7M0.13%-7313F-HRTimeline
Cambridge Investment Research Advisors,…3,582$1.7M0.01%-16113F-HRTimeline
Hennion & Walsh Asset Management, Inc.3,577$1.7M0.08%-1,46613F-HRTimeline
Prime Capital Investment Advisors, LLC3,509$1.66M0.02%-11913F-HRTimeline
STRS OHIO3,484$1.65M0.01%+23913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC3,367$1.6M<0.01%-49013F-HRTimelineGroup
CoreCap Advisors, LLC3,357$1.59M0.07%+23613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,299$1.56M0.03%+8213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,288$1.56M<0.01%+2,38613F-HRTimelineGroup
SATURNA CAPITAL CORP3,263$1.55M0.02%+28413F-HRTimeline
MML INVESTORS SERVICES, LLC3,210$1.52M0.01%+29313F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.3,207$1.52M0.68%+1413F-HRTimeline
Alpha Omega Wealth Management LLC3,205$1.52M0.29%013F-HRTimeline
CAMPBELL CAPITAL MANAGEMENT INC3,200$1.52M0.59%-30013F-HRTimeline
TWO SIGMA ADVISERS, LPin group TWO SIGMA INVESTMENTS, LP3,200$1.52M<0.01%013F-HRTimelineGroup
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…3,196$1.51M0.02%013F-HRTimelineGroup
Mirabaud Asset Management Ltd3,166$1.5M0.7%-27913F-HRTimeline
FORA Capital, LLC3,170$1.5M0.17%new13F-HRTimeline
CHICAGO TRUST Co NA3,121$1.48M0.26%-80913F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.3,102$1.47M<0.01%-15313F-HRTimelineGroup
J. W. Coons Advisors, LLC3,074$1.46M0.37%+7513F-HRTimeline
Avior Wealth Management, LLC3,060$1.45M0.05%-23913F-HRTimeline
SHAKER INVESTMENTS LLC/OH3,059$1.45M0.61%-4,51213F-HRTimeline
NewEdge Advisors, LLC3,046$1.44M0.01%-3613F-HRTimeline
Semanteon Capital Management, LP3,036$1.44M0.77%+72313F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC3,011$1.43M0.07%+2,22913F-HRTimeline
Annandale Capital, LLC3,009$1.43M0.28%+313F-HRTimeline
Freemont Management S.A.3,000$1.42M0.7%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding2,975$1.41M+766Timeline
Procyon Advisors, LLC2,943$1.39M0.09%-1313F-HRTimeline
EASTERN BANK2,934$1.39M0.03%-4013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,927$1.39M0.04%+10713F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd2,915$1.38M0.09%new13F-HRTimeline
Portside Wealth Group, LLC2,906$1.38M0.23%+8013F-HR/ATimeline
Confluence Wealth Services, Inc.2,745$1.37M0.09%+45613F-HRTimeline
Aware Super Pty Ltd as trustee of Aware…2,812$1.33M0.02%13F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.2,800$1.33M0.01%+10013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,797$1.33M<0.01%-94513F-HRTimeline
Belpointe Asset Management LLC2,734$1.3M0.08%-913F-HRTimeline
ODDO BHF ASSET MANAGEMENT SAS2,726$1.29M0.07%+1913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HARVEY INVESTMENT CO LLC2,715$1.29M0.15%+3013F-HRTimeline
ONTARIO TEACHERS PENSION PLAN BOARDin group ONTARIO TEACHERS PENSION PLAN…2,707$1.28M0.02%-37013F-HR/ATimelineGroup
SECURIAN ASSET MANAGEMENT, INC2,706$1.28M0.04%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,624$1.24M0.02%+1,70713F-HRTimelineGroup
Gulf International Bank (UK) Ltd2,617$1.24M0.03%-2413F-HRTimeline
Beacon Pointe Advisors, LLC2,584$1.22M0.01%-1313F-HRTimeline
Charter Oak Capital Management, LLC2,551$1.21M0.11%+113F-HRTimeline
Knollwood Investment Advisory, LLC2,523$1.2M0.13%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/2,519$1.19M0.56%-5613F-HRTimelineGroup
BRIDGES INVESTMENT MANAGEMENT INC2,495$1.18M0.02%+60813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,489$1.18M0.03%-29513F-HRTimelineGroup
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…2,488$1.18M<0.01%-34313F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,462$1.17M0.01%+47313F-HRTimeline
Lindenwold Advisors, INC2,437$1.15M0.62%-9313F-HRTimeline
BOKF, NAin group BOKF, NA2,480$1.15M0.02%-1513F-HRTimelineGroup
Vestcor Inc2,396$1.14M0.04%-7,63513F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,380$1.13M0.13%-613F-HRTimeline
Crossmark Global Holdings, Inc.2,330$1.1M0.02%-18013F-HRTimeline
CHOREO, LLC2,293$1.09M0.02%+1,22913F-HRTimeline
NORDEN GROUP LLC2,292$1.09M0.12%-3413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding2,280$1.08M+192Timeline
Ascent Group, LLCin group Ascent Group, LLC2,270$1.08M0.08%-513F-HRTimelineGroup
CRAWFORD INVESTMENT COUNSEL INC2,263$1.07M0.02%013F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…2,220$1.05M0.01%+1,57013F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO2,209$1.05M0.04%+34113F-HRTimeline
Versor Investments LP2,200$1.04M0.18%+20013F-HRTimeline
Cox Capital Mgt LLC2,200$1.04M0.67%013F-HRTimeline
FAS Wealth Partners, Inc.2,186$1.04M0.09%+613F-HRTimeline
CIBC Asset Management Inc2,170$1.03M<0.01%+8713F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson2,168$1.03M<0.01%013F-HRTimelineGroup
TrinityPoint Wealth, LLC2,143$1.02M0.14%+12613F-HRTimeline

Events

  • LOGAN BARRY S acquired 3,573 WSO shares on 2026-10-09, Form 4 filed 2026-10-13. 0001193125-26-420477

    Accepted , ingested

  • Nahmad Aaron J acquired 16,078 WSO shares on 2026-10-09, Form 4 filed 2026-10-13. 0001193125-26-420464

    Accepted , ingested