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Disclosery

WSO WATSCO INC

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Stock (common), issuer CIK 105016

792 managers (809 13F filers) reported a position in WSO shares at 2025-06-30, 34,694,798 shares in all. 71 filers opened a position and 104 filers sold out during the quarter.

Managers
792
13F filers
809
New
71
Added
285
Reduced
303
Sold out
104
Shares held by filers
34,694,798

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Canal Capital Management, LLC12,236$5.4M0.85%new13F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC12,148$5.36M0.06%-20213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co12,027$5.31M0.07%-28713F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC11,897$5.25M0.05%+3,27213F-HRTimeline
Ensign Peak Advisors, Inc11,757$5.19M0.01%-11,09713F-HRTimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…11,759$5.19M0.03%+19313F-HRTimelineGroup
TrueMark Investments, LLCin group TrueMark Investments, LLC11,633$5.14M1.11%new13F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.11,602$5.12M0.07%-11,70613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11,589$5.12M0.01%-31513F-HRTimelineGroup
&PARTNERS11,449$5.05M0.04%+1,50113F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…11,406$5.04M0.02%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,202$4.95M0.01%-13113F-HRTimelineGroup
SummitTX Capital, L.P.11,038$4.87M0.21%+7,97513F-HRTimeline
NewEdge Wealth, LLC11,707$4.87M0.08%-15613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,877$4.8M<0.01%-87513F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCgroup of 2 filers holding10,759$4.75M-5,910Timeline
Skandinaviska Enskilda Banken AB (publ)10,753$4.75M0.02%+3,40713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,118$4.66M0.01%+2,93113F-HR/ATimelineGroup
BUCKHEAD CAPITAL MANAGEMENT LLC10,438$4.61M1.78%-70013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC10,368$4.58M0.04%+9613F-HRTimelineGroup
Verition Fund Management LLC10,308$4.55M0.03%-3,15713F-HRTimeline
ALERUS FINANCIAL NA10,251$4.53M0.33%-77013F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM10,172$4.49M0.03%+9913F-HRTimeline
Prosperity Consulting Group, LLC10,158$4.49M0.33%-46513F-HRTimeline
Monte Financial Group, LLC10,083$4.45M1.73%+4413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,898$4.37M0.01%+2,17613F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC9,863$4.36M0.02%-1,09013F-HRTimelineGroup
Prospect Capital Advisors, LLC9,860$4.35M2.62%+2,08013F-HRTimeline
D.A. DAVIDSON & CO.9,848$4.35M0.03%+21013F-HRTimeline
Louisiana State Employees Retirement Sy…9,800$4.33M0.08%013F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS9,537$4.21M0.02%-7,28913F-HRTimelineGroup
FJARDE AP-FONDEN /FOURTH SWEDISH NATION…9,519$4.2M0.04%+4,70013F-HRTimeline
Alliance Wealth Advisors, LLC /UT9,317$4.11M0.99%+24413F-HRTimeline
Atria Investments, Inc9,252$4.09M0.05%+60013F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…8,963$3.96M0.02%+63713F-HRTimeline
Campbell & CO Investment Adviser LLC8,954$3.95M0.25%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth8,774$3.87M0.01%+25013F-HRTimelineGroup
Cetera Investment Advisers8,710$3.85M0.01%+27813F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …8,675$3.83M0.01%-59513F-HRTimelineGroup
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding8,578$3.79M-45Timeline
Lombard Odier Asset Management (USA) Co…8,493$3.75M0.94%+5,47613F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM8,383$3.7M0.02%013F-HRTimeline
Ironvine Capital Partners, LLC8,382$3.7M0.38%new13F-HRTimeline
K.J. Harrison & Partners Inc8,060$3.56M0.59%-1,50013F-HRTimeline
MIDDLETON & CO INC/MA7,815$3.45M0.39%-16513F-HRTimeline
CIBC WORLD MARKET INC.7,791$3.44M0.01%-58113F-HRTimeline
Sanctuary Advisors, LLC7,562$3.34M0.02%+14313F-HRTimeline
FORSTA AP-FONDEN7,200$3.18M0.02%+20013F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND7,175$3.17M0.06%+10013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC7,165$3.16M0.01%-1,51813F-HRTimelineGroup
NEW MEXICO EDUCATIONAL RETIREMENT BOARD7,118$3.14M0.1%013F-HRTimeline
Orion Porfolio Solutions, LLC7,104$3.14M0.03%+16113F-HR/ATimeline
CENTAURUS FINANCIAL, INC.7,097$3.13M0.18%+13813F-HRTimeline
Graham Capital Management, L.P.7,000$3.09M0.09%+5,00013F-HRTimeline
Alberta Investment Management Corp7,000$3.09M0.02%new13F-HR/ATimeline
IFM Investors Pty Ltd6,999$3.09M0.03%+31113F-HRTimeline
Applied Capital LLC/FL6,957$3.07M2.29%+6013F-HRTimeline
Freestone Grove Partners LP6,928$3.06M0.02%new13F-HRTimeline
Freedom Day Solutions, LLC6,863$3.03M0.9%-3113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding6,831$3.02M-22Timeline
APPLETON PARTNERS INC/MA6,717$2.97M0.21%-8513F-HRTimeline
Illinois Municipal Retirement Fund6,604$2.92M0.04%-1,61013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP6,491$2.87M0.02%-10713F-HRTimelineGroup
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…6,448$2.85M0.02%+3,26113F-HRTimelineGroup
Quantinno Capital Management LP6,398$2.83M0.01%-2,60913F-HRTimeline
TD Asset Management Inc6,395$2.82M<0.01%-28013F-HRTimeline
TWO SIGMA SECURITIES, LLC6,366$2.81M0.35%+3,28913F-HRTimeline
WCM INVESTMENT MANAGEMENT, LLC6,409$2.8M0.01%+1113F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK6,326$2.79M0.01%+1,08613F-HRTimelineGroup
Advisors Asset Management, Inc.6,258$2.76M0.05%+6213F-HR/ATimeline
Argent Trust Co6,160$2.72M0.1%+7713F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding6,124$2.7M+3,324Timeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP6,020$2.66M<0.01%-38413F-HRTimelineGroup
Creative Planningin group Creative Planning6,001$2.65M<0.01%-90613F-HRTimelineGroup
XPONANCE LLC5,995$2.65M0.02%+1013F-HRTimeline
Empowered Funds, LLC5,972$2.64M0.03%+4513F-HRTimeline
Employees Retirement System of Texas5,718$2.52M0.02%new13F-HRTimeline
Utah Retirement Systems5,709$2.52M0.03%-1913F-HRTimeline
River Road Asset Management, LLC5,444$2.45M0.03%+8313F-HRTimeline
Obermeyer Wealth Partners5,484$2.42M0.12%+4113F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …5,477$2.42M0.01%-1,18513F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…5,425$2.4M<0.01%-19,68513F-HRTimelineGroup
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp5,286$2.33M0.14%-4813F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS5,286$2.33M0.01%+19413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,285$2.33M0.09%-10013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC5,263$2.32M0.04%-9013F-HRTimeline
Barbara Oil Co.5,000$2.21M0.87%013F-HRTimeline
CROWN ADVISORS MANAGEMENT, INC.5,000$2.21M1.76%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PINEBRIDGE INVESTMENTS, L.P.4,915$2.17M0.02%new13F-HRTimeline
FORA Capital, LLC4,885$2.16M0.24%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd4,776$2.11M0.09%+3,47613F-HRTimelineGroup
GHP Investment Advisors, Inc.4,760$2.1M0.09%-1,32213F-HRTimeline
KBC Group NVin group KBC Group NV4,700$2.08M0.01%+3213F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…4,671$2.06M0.01%-12,01113F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC4,655$2.06M0.03%+48713F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…4,590$2.02M0.3%-1,65013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC4,558$2.01M0.05%-28413F-HRTimeline
Generali Asset Management SPA SGR4,512$1.99M0.05%-1,27513F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN4,469$1.97M0.01%+11813F-HRTimeline
Northwest & Ethical Investments L.P.4,434$1.96M0.05%new13F-HRTimeline
Centiva Capital, LP4,431$1.96M0.13%new13F-HRTimeline
RFG Advisory, LLC4,420$1.95M0.05%-9813F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC4,399$1.94M0.21%+12113F-HRTimelineGroup
LECAP ASSET MANAGEMENT LTD4,344$1.92M0.68%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,268$1.88M0.01%-28313F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC4,266$1.88M0.77%-9613F-HRTimeline
Lee Financial Co4,169$1.84M0.26%+40913F-HRTimeline
Trueblood Wealth Management, LLC4,157$1.84M0.77%+16313F-HRTimeline
CHOREO, LLC4,151$1.83M0.03%+31113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,147$1.83M0.08%-92013F-HRTimelineGroup
Annandale Capital, LLC4,109$1.81M0.33%+1,10013F-HRTimeline
Mariner, LLCin group Mariner, LLC4,053$1.79M<0.01%-1,66213F-HRTimelineGroup
Ethic Inc.4,029$1.76M0.03%-5713F-HRTimeline
OP Asset Management Ltd3,939$1.74M0.03%+4913F-HR/ATimeline
State of Alaska, Department of Revenue3,927$1.73M0.02%-15013F-HRTimeline
Avanza Fonder AB3,886$1.72M0.05%+9813F-HRTimeline
UMB Bank, n.a.3,861$1.71M0.03%+2313F-HR/ATimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC3,837$1.69M<0.01%+19413F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,827$1.69M0.03%+1,00413F-HRTimelineGroup
Taylor Frigon Capital Management LLC3,811$1.68M0.89%-14213F-HRTimeline
Birch Capital Management, LLC3,790$1.67M0.86%-2713F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP3,785$1.67M0.07%-4,54813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.3,771$1.67M0.01%-1,13813F-HRTimeline
Capital Investment Advisory Services, L…3,735$1.65M0.14%013F-HRTimeline
Cambridge Investment Research Advisors,…3,709$1.64M<0.01%+27813F-HRTimeline
Mirabaud Asset Management Ltd3,691$1.61M0.75%+1,00113F-HRTimeline
Freemont Management S.A.3,600$1.59M0.26%+90013F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.3,560$1.57M0.59%+14813F-HRTimeline
CoreCap Advisors, LLC3,478$1.54M0.06%+15213F-HRTimeline
MML INVESTORS SERVICES, LLC3,451$1.52M<0.01%+1113F-HRTimeline
Alpha Omega Wealth Management LLC3,403$1.5M0.27%-613F-HRTimeline
Prime Capital Investment Advisors, LLC3,380$1.49M0.02%-37013F-HRTimeline
Man Group plcin group Man Group plc3,375$1.49M<0.01%-11,84813F-HRTimelineGroup
Aigen Investment Management, LP3,322$1.47M0.2%+2,53613F-HRTimeline
Semanteon Capital Management, LP3,314$1.46M2.21%+2,60613F-HRTimeline
Hennion & Walsh Asset Management, Inc.3,272$1.44M0.06%-17013F-HRTimeline
Perigon Wealth Management, LLC3,244$1.43M0.03%-29013F-HRTimeline
CHICAGO TRUST Co NA3,236$1.43M0.2%+11513F-HRTimeline
OLD NATIONAL BANCORP /IN/3,189$1.41M0.03%-80813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,148$1.37M<0.01%+1,15513F-HRTimelineGroup
Belpointe Asset Management LLC3,102$1.37M0.06%+29913F-HRTimeline
MACKENZIE FINANCIAL CORP3,098$1.37M<0.01%+1,04513F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…3,094$1.37M0.14%new13F-HR/ATimelineGroup
NewEdge Advisors, LLC3,084$1.36M0.01%-12913F-HRTimeline
Avior Wealth Management, LLC3,081$1.36M0.05%+313F-HRTimeline
SATURNA CAPITAL CORP3,051$1.35M0.02%-21213F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.3,049$1.35M0.22%+2,07813F-HRTimeline
J. W. Coons Advisors, LLC3,047$1.35M0.3%-3213F-HRTimeline
Procyon Advisors, LLC3,029$1.34M0.13%-9813F-HRTimeline
Portside Wealth Group, LLC3,014$1.33M0.2%-3013F-HRTimeline
Chicago Capital, LLC2,996$1.32M0.03%-4913F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.2,944$1.3M<0.01%-9313F-HRTimelineGroup
Cresset Asset Management, LLC2,927$1.29M0.01%-4,37513F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 3 filers holding2,926$1.29M+13Timeline
Confluence Wealth Services, Inc.2,911$1.29M0.07%+3813F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.2,900$1.28M<0.01%013F-HRTimelineGroup
Ilex Capital Partners (UK) LLP2,807$1.24M0.04%new13F-HRTimeline
LGT Group Foundationin group LGT Group Foundation2,771$1.22M0.02%-25,07613F-HRTimelineGroup
HARVEY INVESTMENT CO LLC2,745$1.21M0.13%+3013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC2,706$1.2M0.03%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO2,669$1.18M0.02%+1,76313F-HRTimeline
ODDO BHF ASSET MANAGEMENT SAS2,668$1.18M0.04%-4513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SCHRODER INVESTMENT MANAGEMENT GROUP2,627$1.16M<0.01%-2,34013F-HRTimeline
EASTERN BANK2,625$1.16M0.02%-2713F-HRTimeline
BOKF, NAin group BOKF, NA2,621$1.16M0.02%+14713F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,561$1.13M0.03%-59613F-HRTimelineGroup
Charter Oak Capital Management, LLC2,550$1.13M0.1%013F-HRTimeline
Steward Partners Investment Advisory, L…2,544$1.12M0.01%+6813F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …2,532$1.12M0.15%new13F-HRTimeline
Summit Trail Advisors, LLC2,531$1.12M0.02%new13F-HRTimeline
Knollwood Investment Advisory, LLC2,523$1.11M0.11%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/2,442$1.08M0.45%-2213F-HR/ATimelineGroup
SlateStone Wealth, LLC2,402$1.06M0.1%+21513F-HRTimeline
Entropy Technologies, LP2,395$1.06M0.08%+1,94513F-HRTimeline
Lindenwold Advisors, INC2,381$1.05M0.55%-513F-HRTimeline
Crossmark Global Holdings, Inc.2,342$1.03M0.02%+28313F-HRTimeline
Beacon Pointe Advisors, LLC2,335$1.03M0.01%-913F-HRTimeline
Roundview Capital LLC2,334$1.03M0.07%+88713F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC2,326$1.03M0.01%-59013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,321$1.02M0.02%-7213F-HRTimelineGroup
Sterling Capital Management LLC2,317$1.02M0.01%+39513F-HR/ATimeline
SG Americas Securities, LLC2,309$1.02M<0.01%+1,46513F-HRTimeline
Callan Family Office, LLC2,306$1.02M0.03%+1,48313F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC2,271$1M0.02%+713F-HRTimeline
CIBC Asset Management Inc2,253$995K<0.01%+813F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC1,954$993K0.19%-2613F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,245$991K0.1%-24213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,242$990K0.04%-9313F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding2,240$989K-89Timeline
MERCER GLOBAL ADVISORS INC /ADV2,235$987K<0.01%-12013F-HRTimeline
Elevated Capital Advisors, LLC1,918$975K0.27%013F-HRTimeline
STOCK YARDS BANK & TRUST CO2,202$973K0.03%-1013F-HRTimeline
Cox Capital Mgt LLC2,200$972K0.66%013F-HRTimeline
FAS Wealth Partners, Inc.2,199$971K0.07%+713F-HRTimeline
NORDEN GROUP LLC2,188$966K0.1%-9213F-HRTimeline
TOWNSQUARE CAPITAL LLC2,186$965K0.09%-22,88513F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,097$926K0.01%+20513F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC2,091$923K0.03%+113F-HRTimelineGroup
SUMITOMO LIFE INSURANCE CO2,088$922K0.06%+73513F-HRTimeline
Coastal Bridge Advisors, LLC2,080$919K0.08%-6913F-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