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Disclosery

WSO WATSCO INC

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Stock (common), issuer CIK 105016

760 managers (781 13F filers) reported a position in WSO shares at 2025-09-30, 36,088,283 shares in all. 70 filers opened a position and 94 filers sold out during the quarter.

Managers
760
13F filers
781
New
70
Added
264
Reduced
301
Sold out
94
Shares held by filers
36,088,283

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…11,516$4.66M0.02%+11013F-HRTimelineGroup
Cetera Investment Advisers11,452$4.63M0.01%+2,74213F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC11,377$4.6M0.05%-77113F-HRTimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…11,189$4.52M0.02%-57013F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT11,035$4.46M0.07%-1,66613F-HRTimeline
ALERUS FINANCIAL NA10,889$4.4M0.22%+63813F-HRTimeline
SummitTX Capital, L.P.10,821$4.37M0.18%-21713F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC10,737$4.34M1.58%+29913F-HRTimeline
Man Group plcin group Man Group plc10,709$4.33M0.01%+7,33413F-HRTimelineGroup
SG Americas Securities, LLC10,559$4.27M0.02%+8,25013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,465$4.23M<0.01%-41213F-HRTimelineGroup
FJARDE AP-FONDEN /FOURTH SWEDISH NATION…10,319$4.17M0.04%+80013F-HRTimeline
Skandinaviska Enskilda Banken AB (publ)10,277$4.15M0.02%-47613F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM10,262$4.15M0.02%+9013F-HRTimeline
Monte Financial Group, LLC10,259$4.15M1.53%+17613F-HRTimeline
NewEdge Wealth, LLC11,428$4.09M0.06%-27913F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC10,091$4.08M0.03%-27713F-HRTimelineGroup
HRT FINANCIAL LP10,044$4.06M0.01%-2,43313F-HRTimeline
Ironvine Capital Partners, LLC9,809$3.97M0.39%+1,42713F-HRTimeline
D.A. DAVIDSON & CO.9,750$3.94M0.03%-9813F-HRTimeline
Louisiana State Employees Retirement Sy…9,700$3.92M0.07%-10013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC9,654$3.9M0.01%-20913F-HRTimelineGroup
DNB Asset Management ASin group DNB Asset Management AS9,559$3.86M0.01%+2213F-HRTimelineGroup
Prosperity Consulting Group, LLC9,555$3.86M0.19%-60313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,460$3.82M0.01%-65813F-HRTimelineGroup
Alliance Wealth Advisors, LLC /UT9,188$3.71M0.87%-12913F-HRTimeline
CENTAURUS FINANCIAL, INC.8,996$3.64M0.17%+1,89913F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…8,958$3.62M0.02%-513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,022$3.62M<0.01%-36,63313F-HRTimelineGroup
River Road Asset Management, LLC8,831$3.57M0.04%+3,38713F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding8,675$3.51M+97Timeline
Focus Partners Wealthin group Focus Partners Wealth8,643$3.49M0.01%-13113F-HRTimelineGroup
TD Asset Management Inc8,592$3.47M<0.01%+2,19713F-HRTimeline
Atria Investments, Inc8,413$3.4M0.04%-83913F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM8,283$3.35M0.02%-10013F-HRTimeline
TUDOR INVESTMENT CORP ET AL8,080$3.27M0.02%-43,69413F-HR/ATimeline
FORSTA AP-FONDEN8,000$3.23M0.02%+80013F-HRTimeline
Y-Intercept (Hong Kong) Ltd7,950$3.21M0.08%+6,96713F-HRTimeline
Canal Capital Management, LLC7,887$3.19M0.48%-4,34913F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …7,851$3.17M0.01%-82413F-HRTimelineGroup
Orion Porfolio Solutions, LLC7,848$3.17M0.02%+74413F-HRTimeline
MIDDLETON & CO INC/MA7,625$3.08M0.33%-19013F-HRTimeline
Ensign Peak Advisors, Inc7,602$3.07M0.01%-4,15513F-HR/ATimeline
Aquatic Capital Management LLC7,592$3.07M0.06%new13F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC7,591$3.07M<0.01%-3,16813F-HRTimelineGroup
WCM INVESTMENT MANAGEMENT, LLC7,526$3.01M0.01%+1,11713F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD7,118$2.88M0.09%013F-HRTimeline
Alberta Investment Management Corp7,000$2.83M0.02%013F-HR/ATimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND6,995$2.83M0.04%-18013F-HRTimeline
Applied Capital LLC/FL6,993$2.83M2.02%+3613F-HRTimeline
Rakuten Group, Inc.group of 2 filers holding9,940$2.83M+9,939Timeline
IFM Investors Pty Ltd6,999$2.79M0.02%013F-HRTimeline
Freedom Day Solutions, LLC6,802$2.75M0.75%-6113F-HRTimeline
APPLETON PARTNERS INC/MA6,716$2.71M0.18%-113F-HRTimeline
BOKF, NAin group BOKF, NA6,703$2.71M0.04%+4,08213F-HRTimelineGroup
Sanctuary Advisors, LLC6,599$2.67M0.02%-96313F-HR/ATimeline
Ameritas Investment Partners, Inc.group of 2 filers holding6,560$2.65M-271Timeline
Creative Planningin group Creative Planning6,441$2.6M<0.01%+44013F-HRTimelineGroup
Delta Global Management LP6,408$2.59M0.19%new13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP6,337$2.56M0.02%-15413F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC6,285$2.54M<0.01%-88013F-HRTimelineGroup
Entropy Technologies, LP6,196$2.51M0.19%+3,80113F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP6,139$2.48M<0.01%+11913F-HRTimelineGroup
XPONANCE LLC6,073$2.46M0.02%+7813F-HRTimeline
Verition Fund Management LLC6,050$2.45M0.01%-4,25813F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…5,917$2.39M0.01%-53113F-HRTimelineGroup
CIBC WORLD MARKET INC.5,786$2.34M<0.01%-2,00513F-HRTimeline
Argent Trust Co5,769$2.33M0.08%-39113F-HRTimeline
Employees Retirement System of Texas5,718$2.31M0.02%013F-HRTimeline
Utah Retirement Systems5,709$2.31M0.02%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK5,685$2.3M<0.01%-64113F-HRTimelineGroup
Obermeyer Wealth Partners5,671$2.29M0.11%+18713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,632$2.28M0.03%+36913F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE5,629$2.28M<0.01%+3,96113F-HRTimelineGroup
Engineers Gate Manager LP5,509$2.23M0.03%-25,80013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,456$2.21M0.08%+17113F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC5,402$2.18M0.03%new13F-HR/ATimelineGroup
Advisors Asset Management, Inc.5,095$2.06M0.03%-1,16313F-HR/ATimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …5,014$2.03M0.01%-46313F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp5,008$2.02M0.11%-27813F-HRTimelineGroup
Barbara Oil Co.5,000$2.02M0.75%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC4,874$1.97M0.03%+21913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,846$1.96M0.01%+57813F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC4,790$1.94M<0.01%-79,54013F-HRTimelineGroup
KBC Group NVin group KBC Group NV4,716$1.91M<0.01%+1613F-HRTimelineGroup
RFG Advisory, LLC4,688$1.9M0.04%+26813F-HRTimeline
Pacer Advisors, Inc.4,674$1.89M<0.01%new13F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC4,612$1.86M0.18%+21313F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS4,570$1.85M0.01%-71613F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…4,545$1.83M0.25%-4513F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN4,512$1.82M0.01%+4313F-HRTimeline
Northwest & Ethical Investments L.P.4,434$1.79M0.04%013F-HRTimeline
CHOREO, LLC4,400$1.78M0.02%+24913F-HRTimeline
Illinois Municipal Retirement Fund4,353$1.76M0.02%-2,25113F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC4,266$1.72M0.68%013F-HRTimeline
Lee Financial Co4,128$1.67M0.21%-4113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC4,024$1.63M0.04%-53413F-HRTimeline
Summit Trail Advisors, LLC4,015$1.62M0.02%+1,48413F-HRTimeline
Connor, Clark & Lunn Investment Managem…3,979$1.61M0.01%-69213F-HRTimeline
OP Asset Management Ltd3,939$1.59M0.02%013F-HR/ATimeline
Taylor Frigon Capital Management LLC3,915$1.58M0.79%+10413F-HRTimeline
Avanza Fonder AB3,886$1.57M0.04%013F-HRTimeline
FORA Capital, LLC3,856$1.56M0.28%-1,02913F-HRTimeline
CAMPBELL CAPITAL MANAGEMENT INC3,850$1.56M0.6%new13F-HRTimeline
UMB Bank, n.a.3,839$1.55M0.02%-2213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
State of Alaska, Department of Revenue3,817$1.54M0.02%-11013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.3,772$1.52M0.01%+87213F-HRTimelineGroup
Birch Capital Management, LLC3,756$1.52M0.77%-3413F-HRTimeline
Capital Investment Advisory Services, L…3,735$1.51M0.12%013F-HRTimeline
Cresset Asset Management, LLC3,708$1.5M0.01%+78113F-HR/ATimeline
Prime Capital Investment Advisors, LLC3,675$1.49M0.02%+29513F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC3,641$1.47M<0.01%-19613F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,571$1.44M0.02%-25613F-HRTimelineGroup
GHP Investment Advisors, Inc.3,562$1.44M0.06%-1,19813F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP3,560$1.44M0.18%new13F-HRTimeline
Cambridge Investment Research Advisors,…3,532$1.43M<0.01%-17713F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.3,524$1.42M0.52%-3613F-HRTimeline
Perbak Capital Partners LLP3,494$1.41M0.25%+1,80813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,442$1.39M0.03%new13F-HRTimelineGroup
Alpha Omega Wealth Management LLC3,403$1.38M0.23%013F-HR/ATimeline
Belpointe Asset Management LLC3,339$1.35M0.05%+23713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,316$1.34M<0.01%+1,08113F-HRTimeline
Hennion & Walsh Asset Management, Inc.3,314$1.34M0.05%+4213F-HRTimeline
Ethic Inc.3,304$1.34M0.02%-72513F-HRTimeline
CHICAGO TRUST Co NA3,236$1.31M0.18%013F-HRTimeline
Mirabaud Asset Management Ltd3,264$1.3M0.63%-42713F-HRTimeline
Trueblood Wealth Management, LLC3,204$1.3M0.51%-95313F-HRTimeline
Portside Wealth Group, LLC3,085$1.25M0.17%+7113F-HRTimeline
Avior Wealth Management, LLC3,078$1.24M0.04%-313F-HRTimeline
Confluence Wealth Services, Inc.3,062$1.24M0.06%+15113F-HRTimeline
MAI Capital Management3,043$1.23M0.01%+2,45413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding3,035$1.23M+795Timeline
Davidson Kahn Capital Management, LLC3,018$1.22M0.68%+1,43113F-HRTimeline
MML INVESTORS SERVICES, LLC2,984$1.21M<0.01%-46713F-HRTimeline
HARVEY INVESTMENT CO LLC2,965$1.2M0.13%+22013F-HRTimeline
Chicago Capital, LLC2,931$1.19M0.03%-6513F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …2,909$1.18M0.15%+37713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,872$1.16M<0.01%-7,02613F-HRTimelineGroup
CoreCap Advisors, LLC2,813$1.14M0.04%-66513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding2,788$1.13M-138Timeline
Procyon Advisors, LLC2,690$1.09M0.06%-33913F-HRTimeline
EASTERN BANK2,645$1.07M0.02%+2013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,659$1.06M<0.01%-48913F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/2,608$1.05M0.02%-58113F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC2,606$1.05M0.03%-10013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO2,604$1.05M0.02%-6513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,589$1.05M0.03%+2813F-HRTimelineGroup
ODDO BHF ASSET MANAGEMENT SAS2,576$1.04M0.04%-9213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Steward Partners Investment Advisory, L…2,573$1.04M0.01%+2913F-HRTimeline
Coastal Bridge Advisors, LLC2,569$1.04M0.08%+48913F-HRTimeline
Charter Oak Capital Management, LLC2,550$1.03M0.08%013F-HRTimeline
Generali Asset Management SPA SGR2,548$1.03M0.02%-1,96413F-HRTimeline
SlateStone Wealth, LLC2,542$1.03M0.09%+14013F-HRTimeline
Knollwood Investment Advisory, LLC2,523$1.02M0.09%013F-HRTimeline
MGO ONE SEVEN LLC2,501$1.01M0.02%+88813F-HRTimeline
Freestone Grove Partners LP2,493$1.01M0.01%-4,43513F-HRTimeline
Numerai GP LLC2,469$998K0.14%new13F-HRTimeline
EQUITABLE TRUST CO2,402$971K0.04%+51113F-HRTimeline
Roundview Capital LLC2,346$948K0.06%+1213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,271$919K0.03%+18013F-HRTimelineGroup
CRAWFORD INVESTMENT COUNSEL INC2,263$915K0.02%-813F-HRTimeline
CIBC Asset Management Inc2,262$915K<0.01%+913F-HRTimeline
FAS Wealth Partners, Inc.2,206$892K0.06%+713F-HRTimeline
Cox Capital Mgt LLC2,200$889K0.58%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,180$881K0.09%-6513F-HRTimeline
NORDEN GROUP LLC2,167$877K0.09%-2113F-HRTimeline
Sterling Capital Management LLC2,152$870K0.01%-16513F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC2,152$870K0.1%+62613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,140$865K0.01%-18113F-HRTimelineGroup
Aigen Investment Management, LP2,140$865K0.13%-1,18213F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,123$858K0.01%+2613F-HRTimelineGroup
Lindenwold Advisors, INC2,102$850K0.4%-27913F-HRTimeline
STOCK YARDS BANK & TRUST CO2,083$842K0.03%-11913F-HRTimeline
AE Wealth Management LLC2,034$823K0.01%+25413F-HRTimeline
SUMITOMO LIFE INSURANCE CO2,027$820K0.03%-6113F-HRTimeline
WEALTH ALLIANCE, LLC2,005$811K0.08%-613F-HRTimeline
Elevated Capital Advisors, LLC2,003$810K0.2%+8513F-HRTimeline
Crossmark Global Holdings, Inc.1,991$805K0.01%-35113F-HRTimeline
Beacon Pointe Advisors, LLC1,977$799K0.01%-35813F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…1,967$795K<0.01%new13F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …1,966$795K<0.01%+68113F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,951$789K0.02%+1,18913F-HRTimelineGroup
Gulf International Bank (UK) Ltd1,914$774K0.03%013F-HRTimeline
Cranbrook Wealth Management, LLC1,884$762K0.15%013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA1,870$756K<0.01%+57313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…1,834$741K<0.01%+47713F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP1,823$737K<0.01%-80413F-HRTimeline
Maryland State Retirement & Pension Sys…1,819$735K0.02%+20313F-HRTimeline
TCI Wealth Advisors, Inc.1,791$724K0.04%-513F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,778$719K0.12%+27713F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK1,744$705K<0.01%-9713F-HRTimelineGroup
Compound Planning, Inc.1,732$700K0.02%-7413F-HRTimeline
Farther Finance Advisors, LLC1,715$693K0.01%-15013F-HRTimeline
Investment Management Corp of Ontario1,703$689K0.01%+80213F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,698$687K0.04%-20913F-HRTimeline
RWA WEALTH PARTNERS, LLC1,683$680K0.01%-513F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.1,655$669K0.21%-6813F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO1,771$669K0.07%new13F-HRTimeline
Baker Avenue Asset Management, LP1,654$669K0.02%+4613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding1,628$658K+42Timeline

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