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Disclosery

WSO WATSCO INC

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Stock (common), issuer CIK 105016

825 managers (842 13F filers) reported a position in WSO shares at 2025-03-31, 35,315,888 shares in all. 78 filers opened a position and 62 filers sold out during the quarter.

Managers
825
13F filers
842
New
78
Added
331
Reduced
284
Sold out
62
Shares held by filers
35,315,888

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Mn Services Vermogensbeheer B.V.12,300$6.25M0.05%-1,30013F-HRTimeline
KLP KAPITALFORVALTNING AS12,200$6.2M0.03%+40013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11,904$6.05M0.01%-23013F-HRTimelineGroup
NewEdge Wealth, LLC11,863$6.03M0.11%+2813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,752$5.97M<0.01%+12813F-HRTimelineGroup
Spectrum Wealth Counsel, LLC11,614$5.9M0.71%+3113F-HRTimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…11,566$5.87M0.03%+30913F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…11,406$5.8M0.03%-1,19113F-HRTimelineGroup
NICHOLAS COMPANY, INC.11,373$5.78M0.1%new13F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC11,138$5.66M1.82%+8813F-HRTimeline
ALERUS FINANCIAL NA11,021$5.6M0.45%+34413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,953$5.57M0.02%+59313F-HRTimelineGroup
Prosperity Consulting Group, LLC10,623$5.4M0.42%-47713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,333$5.25M0.01%+13213F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC10,272$5.22M0.05%-1,78113F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.10,190$5.18M0.01%+2,44013F-HRTimelineGroup
ARIZONA STATE RETIREMENT SYSTEM10,073$5.12M0.03%-3113F-HRTimeline
Monte Financial Group, LLC10,039$5.09M2.23%+7713F-HRTimeline
&PARTNERS9,948$4.98M0.05%+53213F-HRTimeline
Louisiana State Employees Retirement Sy…9,800$4.98M0.1%+10013F-HRTimeline
D.A. DAVIDSON & CO.9,638$4.9M0.04%+49913F-HRTimeline
K.J. Harrison & Partners Inc9,560$4.86M0.95%013F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …9,270$4.71M0.01%new13F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC9,209$4.68M0.02%-36713F-HRTimeline
Alliance Wealth Advisors, LLC /UT9,073$4.61M1.2%+11713F-HRTimeline
Quantinno Capital Management LP9,007$4.58M0.03%+2,44913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC8,683$4.41M0.01%+10313F-HRTimelineGroup
Atria Investments, Inc8,652$4.4M0.06%+36213F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC8,625$4.38M0.05%-2,04013F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding8,623$4.38M-157Timeline
Focus Partners Wealthin group Focus Partners Wealth8,524$4.33M0.01%+70213F-HR/ATimelineGroup
Cetera Investment Advisers8,432$4.29M0.01%+50313F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM8,383$4.26M0.02%+10013F-HRTimeline
CIBC WORLD MARKET INC.8,372$4.26M0.01%+95513F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP8,333$4.24M0.19%+7,51013F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…8,326$4.23M0.02%+63413F-HRTimeline
Illinois Municipal Retirement Fund8,214$4.18M0.06%013F-HRTimeline
MIDDLETON & CO INC/MA7,980$4.06M0.47%-29713F-HRTimeline
Prospect Capital Advisors, LLC7,780$3.95M2.71%-1,85513F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC7,743$3.94M0.06%+3,07113F-HR/ATimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC7,722$3.93M0.01%+4,35513F-HRTimelineGroup
Sanctuary Advisors, LLC7,419$3.77M0.03%-60713F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…7,414$3.77M0.11%-18913F-HRTimelineGroup
Skandinaviska Enskilda Banken AB (publ)7,346$3.73M0.02%-20313F-HRTimeline
Cresset Asset Management, LLC7,302$3.71M0.02%+11113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,187$3.66M0.01%+50713F-HRTimelineGroup
ALGERT GLOBAL LLC7,130$3.62M0.09%new13F-HR/ATimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD7,118$3.62M0.13%013F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND7,075$3.6M0.07%013F-HRTimeline
FORSTA AP-FONDEN7,000$3.56M0.03%-30013F-HRTimeline
CENTAURUS FINANCIAL, INC.6,959$3.54M0.21%+53613F-HRTimeline
Orion Porfolio Solutions, LLC6,943$3.53M0.03%-18913F-HRTimeline
Orion Portfolio Solutions, LLC6,943$3.53M0.03%-18913F-HR/ATimeline
Creative Planningin group Creative Planning6,907$3.51M<0.01%+1,29713F-HRTimelineGroup
Applied Capital LLC/FL6,897$3.51M2.82%-613F-HRTimeline
Freedom Day Solutions, LLC6,894$3.5M1.07%-40713F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…6,853$3.48M0.12%-12313F-HRTimelineGroup
APPLETON PARTNERS INC/MA6,802$3.46M0.27%+8913F-HRTimeline
IFM Investors Pty Ltd6,688$3.4M0.04%-25513F-HR/ATimeline
TD Asset Management Inc6,675$3.39M<0.01%+16513F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …6,662$3.39M0.02%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP6,598$3.35M0.02%-13913F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP6,404$3.25M<0.01%+11913F-HRTimelineGroup
WCM INVESTMENT MANAGEMENT, LLC6,398$3.21M0.01%+20713F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…6,240$3.17M0.49%-16513F-HRTimeline
Advisors Asset Management, Inc.6,196$3.15M0.06%-4,12013F-HR/ATimeline
Argent Trust Co6,083$3.09M0.13%+28013F-HRTimeline
GHP Investment Advisors, Inc.6,082$3.09M0.15%-92713F-HRTimeline
XPONANCE LLC5,985$3.04M0.03%+7213F-HRTimeline
Holocene Advisors, LP5,979$3.04M0.01%-5,20413F-HRTimeline
Empowered Funds, LLC5,927$3.01M0.04%+23213F-HRTimeline
Abacus FCF Advisors LLC5,911$3M0.47%-13713F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…5,882$2.99M0.15%-3713F-HRTimeline
Trexquant Investment LP5,868$2.98M0.03%new13F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A5,820$2.96M0.01%+1,46513F-HRTimelineGroup
Generali Asset Management SPA SGR5,787$2.94M0.07%new13F-HRTimeline
Utah Retirement Systems5,728$2.91M0.03%-4113F-HRTimeline
Mariner, LLCin group Mariner, LLC5,715$2.9M<0.01%+6613F-HRTimelineGroup
Obermeyer Wealth Partners5,443$2.77M0.15%-713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,385$2.74M0.11%+20913F-HRTimelineGroup
River Road Asset Management, LLC5,361$2.72M0.04%-44813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,353$2.72M0.06%-37413F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp5,334$2.71M0.18%+40613F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK5,240$2.66M0.01%+68813F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS5,092$2.59M0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,067$2.58M0.14%+56713F-HRTimelineGroup
Barbara Oil Co.5,000$2.54M1.03%013F-HRTimeline
CROWN ADVISORS MANAGEMENT, INC.5,000$2.54M2.24%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AVANTAX ADVISORY SERVICES, INC.4,909$2.5M0.02%+32713F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP4,967$2.49M<0.01%-20613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC4,842$2.46M0.07%-14013F-HRTimeline
FJARDE AP-FONDEN /FOURTH SWEDISH NATION…4,819$2.45M0.03%-90013F-HRTimeline
KBC Group NVin group KBC Group NV4,668$2.37M0.01%-1,57713F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,551$2.31M0.02%+75013F-HRTimeline
RFG Advisory, LLC4,518$2.3M0.06%+62513F-HRTimeline
New Age Alpha Advisors, LLC4,369$2.22M0.1%-2,75513F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC4,362$2.22M1.08%+3,62613F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN4,351$2.21M0.01%+5513F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC4,278$2.17M0.26%+12713F-HRTimelineGroup
BRIDGES INVESTMENT MANAGEMENT INC4,168$2.12M0.03%+1,67313F-HRTimeline
Ethic Inc.4,086$2.09M0.04%+38113F-HRTimeline
State of Alaska, Department of Revenue4,077$2.07M0.02%+10513F-HRTimeline
GILDER GAGNON HOWE & CO LLC4,021$2.04M0.03%-8513F-HRTimeline
OLD NATIONAL BANCORP /IN/3,997$2.03M0.05%-1,10013F-HRTimeline
Trueblood Wealth Management, LLC3,994$2.03M0.94%+21113F-HRTimeline
Taylor Frigon Capital Management LLC3,953$2.01M1.2%-13213F-HRTimeline
ONTARIO TEACHERS PENSION PLAN BOARDin group ONTARIO TEACHERS PENSION PLAN…3,948$2.01M0.03%+1,24113F-HR/ATimelineGroup
OP Asset Management Ltd3,890$1.98M0.03%13F-HR/ATimeline
Avanza Fonder AB3,788$1.97M0.06%-12513F-HRTimeline
CHOREO, LLC3,840$1.95M0.03%+1,54713F-HRTimeline
UMB Bank, n.a.3,838$1.95M0.03%+19213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Birch Capital Management, LLC3,817$1.94M1.01%-8813F-HRTimeline
Lee Financial Co3,760$1.91M0.29%-46313F-HRTimeline
Prime Capital Investment Advisors, LLC3,750$1.91M0.02%+24113F-HRTimeline
Capital Investment Advisory Services, L…3,735$1.9M0.17%013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC3,643$1.85M<0.01%-35113F-HRTimelineGroup
HRT FINANCIAL LP3,577$1.82M0.01%new13F-HRTimeline
Perigon Wealth Management, LLC3,534$1.8M0.05%-213F-HRTimeline
Aster Capital Management (DIFC) Ltd3,558$1.79M0.33%+3,51813F-HRTimeline
Hennion & Walsh Asset Management, Inc.3,442$1.75M0.08%-13513F-HRTimeline
MML INVESTORS SERVICES, LLC3,440$1.75M0.01%+23013F-HRTimeline
Cambridge Investment Research Advisors,…3,431$1.74M0.01%-15113F-HRTimeline
Quantbot Technologies LP3,417$1.74M0.06%-10,19113F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.3,412$1.73M0.7%+20513F-HRTimeline
Alpha Omega Wealth Management LLC3,409$1.73M0.33%+20413F-HRTimeline
Versor Investments LP3,401$1.73M0.28%+1,20113F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE3,332$1.69M<0.01%+1,41013F-HRTimelineGroup
CoreCap Advisors, LLC3,326$1.69M0.07%-3113F-HRTimeline
SATURNA CAPITAL CORP3,263$1.66M0.02%013F-HRTimeline
NewEdge Advisors, LLC3,213$1.63M0.01%+16713F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…3,187$1.62M0.01%+96713F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,157$1.6M0.05%+23013F-HRTimelineGroup
Procyon Advisors, LLC3,127$1.59M0.1%+18413F-HRTimeline
CHICAGO TRUST Co NA3,121$1.59M0.28%013F-HRTimeline
J. W. Coons Advisors, LLC3,079$1.57M0.41%+513F-HRTimeline
Avior Wealth Management, LLC3,078$1.56M0.06%+1813F-HRTimeline
TWO SIGMA SECURITIES, LLC3,077$1.56M0.24%+1,32413F-HRTimeline
SummitTX Capital, L.P.3,063$1.56M0.07%13F-HRTimeline
Chicago Capital, LLC3,045$1.55M0.04%+92213F-HRTimeline
Portside Wealth Group, LLC3,044$1.55M0.25%+13813F-HR/ATimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.3,037$1.54M<0.01%-6513F-HRTimelineGroup
Lombard Odier Asset Management (USA) Co…3,017$1.53M0.52%+1,36813F-HRTimeline
Annandale Capital, LLC3,009$1.53M0.29%013F-HRTimeline
SHAKER INVESTMENTS LLC/OH2,990$1.52M0.73%-6913F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC2,916$1.48M0.02%-1,11613F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding2,913$1.48M-62Timeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.2,900$1.47M0.01%+10013F-HRTimelineGroup
Schechter Investment Advisors, LLC2,899$1.47M0.12%-69413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,823$1.43M0.03%-47613F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.2,812$1.43M0.04%+73213F-HRTimeline
Aware Super Pty Ltd as trustee of Aware…2,812$1.43M0.02%013F-HRTimeline
Belpointe Asset Management LLC2,803$1.43M0.07%+6913F-HRTimeline
TWO SIGMA ADVISERS, LPin group TWO SIGMA INVESTMENTS, LP2,800$1.42M<0.01%-40013F-HRTimelineGroup
HARVEY INVESTMENT CO LLC2,715$1.38M0.15%013F-HRTimeline
ODDO BHF ASSET MANAGEMENT SAS2,713$1.38M0.06%-1313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SECURIAN ASSET MANAGEMENT, INC2,706$1.38M0.04%013F-HRTimeline
CW Advisors, LLC2,695$1.37M0.02%+1,82813F-HRTimeline
Freemont Management S.A.2,700$1.37M0.54%-30013F-HRTimeline
Mirabaud Asset Management Ltd2,690$1.35M0.71%-47613F-HRTimeline
EASTERN BANK2,652$1.35M0.03%-28213F-HRTimeline
Charter Oak Capital Management, LLC2,550$1.3M0.12%-113F-HRTimeline
Knollwood Investment Advisory, LLC2,523$1.28M0.14%013F-HRTimeline
Confluence Wealth Services, Inc.2,873$1.28M0.08%+12813F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD2,519$1.28M<0.01%+2,31913F-HRTimeline
AG2R LA MONDIALE GESTION D'ACTIFS2,871$1.27M0.07%13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,487$1.26M0.14%+10713F-HRTimeline
Steward Partners Investment Advisory, L…2,476$1.26M0.01%+1413F-HRTimeline
BOKF, NAin group BOKF, NA2,474$1.26M0.02%-613F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/2,464$1.25M0.6%-5513F-HRTimelineGroup
STRS OHIO2,443$1.24M0.01%-1,04113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,393$1.22M0.03%-9613F-HRTimelineGroup
Lindenwold Advisors, INC2,386$1.21M0.68%-5113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,355$1.2M<0.01%-44213F-HRTimeline
Beacon Pointe Advisors, LLC2,344$1.19M0.01%-24013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,335$1.19M0.05%+6513F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding2,329$1.18M+49Timeline
NORDEN GROUP LLC2,280$1.16M0.13%-1213F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC2,264$1.15M0.02%+113F-HRTimeline
CIBC Asset Management Inc2,245$1.14M<0.01%+7513F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…2,244$1.13M0.03%new13F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO2,212$1.12M0.04%+313F-HRTimeline
Cox Capital Mgt LLC2,200$1.12M0.82%013F-HRTimeline
FAS Wealth Partners, Inc.2,192$1.11M0.09%+613F-HRTimeline
SlateStone Wealth, LLC2,187$1.11M0.11%+9813F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,178$1.11M0.03%-9,35413F-HRTimeline
Coastal Bridge Advisors, LLC2,149$1.09M0.1%new13F-HR/ATimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson2,168$1.09M<0.01%013F-HRTimelineGroup
Nebula Research & Development LLC2,115$1.08M0.1%-5,97613F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP2,135$1.07M0.14%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,090$1.06M0.04%-3813F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC2,084$1.06M0.04%+1,56613F-HRTimeline
Geneos Wealth Management Inc.2,071$1.05M0.02%+1,45713F-HRTimeline
Crossmark Global Holdings, Inc.2,059$1.05M0.02%-27113F-HRTimeline
MACKENZIE FINANCIAL CORP2,053$1.04M<0.01%-3,10513F-HRTimeline
Graham Capital Management, L.P.2,000$1.02M0.03%-1,70013F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…1,983$1.01M<0.01%-50513F-HRTimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC1,980$1.01M0.19%13F-HRTimeline
WEALTH ALLIANCE, LLC1,976$1M0.12%+1213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,993$1M<0.01%+81513F-HR/ATimelineGroup
COMMERCE BANKin group COMMERCE BANK1,967$1000K0.01%+1413F-HRTimelineGroup

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