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Disclosery

WSO WATSCO INC

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Stock (common), issuer CIK 105016

751 managers (769 13F filers) reported a position in WSO shares at 2025-12-31, 37,409,423 shares in all. 78 filers opened a position and 110 filers sold out during the quarter.

Managers
751
13F filers
769
New
78
Added
227
Reduced
322
Sold out
110
Shares held by filers
37,409,423

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Entropy Technologies, LP10,552$3.56M0.19%+4,35613F-HRTimeline
Cetera Investment Advisers10,546$3.55M<0.01%-90613F-HRTimeline
HighTower Advisors, LLC10,516$3.54M<0.01%-1,38213F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC10,481$3.54M<0.01%-15,67613F-HR/ATimelineGroup
Avanza Fonder AB10,402$3.5M0.09%+6,51613F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC10,377$3.5M1.25%-36013F-HRTimeline
Monte Financial Group, LLC10,130$3.41M1.27%-12913F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd10,091$3.4M0.09%-1,62413F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC9,758$3.29M0.01%+10413F-HRTimelineGroup
SummitTX Capital, L.P.9,756$3.29M0.1%-1,06513F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …9,645$3.28M0.01%+1,79413F-HRTimelineGroup
Louisiana State Employees Retirement Sy…9,700$3.27M0.06%013F-HRTimeline
D.A. DAVIDSON & CO.9,652$3.25M0.02%-9813F-HRTimeline
Ironvine Capital Partners, LLC9,646$3.25M0.33%-16313F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS9,631$3.25M0.01%+7213F-HRTimelineGroup
ARIZONA STATE RETIREMENT SYSTEM9,574$3.23M0.02%-68813F-HRTimeline
CENTAURUS FINANCIAL, INC.9,434$3.18M0.15%+43813F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding9,365$3.16M+690Timeline
FJARDE AP-FONDEN /FOURTH SWEDISH NATION…9,359$3.15M0.03%-96013F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD9,276$3.13M0.01%new13F-HRTimelineGroup
Canal Capital Management, LLC8,991$3.03M0.43%+1,10413F-HRTimeline
Creative Planningin group Creative Planning8,804$2.97M<0.01%+2,36313F-HRTimelineGroup
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…8,739$2.94M0.01%-21913F-HRTimeline
FORSTA AP-FONDEN8,600$2.9M0.02%+60013F-HRTimeline
Prosperity Consulting Group, LLC8,561$2.88M0.13%-99413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth8,479$2.86M<0.01%-16413F-HRTimelineGroup
STATE OF MICHIGAN RETIREMENT SYSTEM8,283$2.79M0.01%013F-HRTimeline
Quantbot Technologies LP8,167$2.75M0.09%-5,47213F-HRTimeline
Orion Porfolio Solutions, LLC8,135$2.74M0.02%+28713F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A8,104$2.73M0.01%+6,74013F-HRTimelineGroup
NICOLA WEALTH MANAGEMENT LTD.8,000$2.7M0.25%-9,00013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,864$2.65M<0.01%-16,77713F-HRTimelineGroup
Prospect Capital Advisors, LLC7,810$2.63M1.36%-5,20013F-HRTimeline
Atria Investments, Inc7,527$2.54M0.03%-88613F-HRTimeline
MIDDLETON & CO INC/MA7,510$2.53M0.27%-11513F-HRTimeline
Applied Capital LLC/FL7,406$2.5M1.71%+41313F-HRTimeline
Delta Global Management LP7,177$2.42M0.18%+76913F-HR/ATimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD7,118$2.4M0.07%013F-HRTimeline
CIBC WORLD MARKET INC.7,116$2.4M<0.01%+1,33013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,939$2.34M<0.01%+65413F-HRTimelineGroup
Skandinaviska Enskilda Banken AB (publ)6,931$2.34M0.01%-3,34613F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND6,915$2.33M0.03%-8013F-HRTimeline
Advisors Asset Management, Inc.6,705$2.26M0.04%+1,61013F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…6,686$2.25M<0.01%-13,45513F-HR/ATimelineGroup
OCCUDO QUANTITATIVE STRATEGIES LP6,669$2.25M0.15%+3,10913F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP6,568$2.21M<0.01%+42913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,522$2.2M<0.01%-2,93813F-HRTimelineGroup
Freedom Day Solutions, LLC6,523$2.2M0.6%-27913F-HRTimeline
Verition Fund Management LLC6,493$2.19M0.01%+44313F-HRTimeline
Sanctuary Advisors, LLC6,461$2.18M0.01%-13813F-HRTimeline
Regents Gate Capital LLP6,430$2.17M0.69%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding6,400$2.16M-160Timeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC6,391$2.15M<0.01%-1,20013F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.6,188$2.09M0.02%new13F-HRTimelineGroup
BRITISH COLUMBIA INVESTMENT MANAGEMENT …6,181$2.08M0.01%+1,16713F-HRTimeline
APPLETON PARTNERS INC/MA6,124$2.06M0.14%-59213F-HRTimeline
Alliance Wealth Advisors, LLC /UT6,101$2.06M0.45%-3,08713F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…6,071$2.05M0.01%+15413F-HRTimelineGroup
Man Group plcin group Man Group plc6,047$2.04M<0.01%-4,66213F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP6,027$2.03M0.01%-31013F-HRTimelineGroup
Utah Retirement Systems5,709$1.92M0.02%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK5,600$1.89M<0.01%-8513F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,593$1.88M0.06%+13713F-HRTimelineGroup
Weiss Asset Management LPin group Weiss Asset Management LP5,519$1.86M0.03%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Callan Family Office, LLC5,454$1.84M0.04%+4,28613F-HRTimeline
XPONANCE LLC5,442$1.83M0.01%-63113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,198$1.75M0.02%-43413F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…5,145$1.73M0.36%13F-HRTimeline
Argent Trust Co5,066$1.71M0.06%-70313F-HRTimeline
Barbara Oil Co.5,000$1.68M0.63%013F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC4,907$1.65M0.15%+29513F-HRTimelineGroup
2Xideas AGin group 2Xideas AG4,837$1.63M0.46%new13F-HRTimelineGroup
RFG Advisory, LLC4,814$1.62M0.03%+12613F-HRTimeline
KBC Group NVin group KBC Group NV4,674$1.57M<0.01%-4213F-HRTimelineGroup
NISSAY ASSET MANAGEMENT CORP /JAPAN4,608$1.55M0.01%+9613F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…4,556$1.54M0.1%new13F-HRTimelineGroup
Northwest & Ethical Investments L.P.4,555$1.53M0.03%+12113F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,513$1.52M0.01%-33313F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC4,497$1.52M<0.01%-29313F-HRTimelineGroup
Mirabaud Asset Management Ltd3,197$1.51M0.7%-6713F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…4,465$1.51M0.2%-8013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp4,361$1.47M0.08%-64713F-HRTimelineGroup
Summit Trail Advisors, LLC4,350$1.47M0.03%+33513F-HRTimeline
WCM INVESTMENT MANAGEMENT, LLC4,250$1.46M<0.01%-3,27613F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …4,276$1.45M<0.01%+2,31013F-HRTimelineGroup
OP Asset Management Ltd4,283$1.44M0.02%+34413F-HR/ATimeline
Virtu Financial LLCin group Virtu Financial LLC4,264$1.44M0.06%new13F-HRTimelineGroup
INTREPID CAPITAL MANAGEMENT INC4,254$1.43M0.55%-1213F-HRTimeline
Taylor Frigon Capital Management LLC4,231$1.43M0.72%+31613F-HRTimeline
Birch Capital Management, LLC4,199$1.41M0.71%+44313F-HRTimeline
Pacer Advisors, Inc.4,184$1.41M<0.01%-49013F-HR/ATimeline
QUADRANT CAPITAL GROUP LLC4,137$1.39M0.04%+3,49913F-HRTimeline
Cambridge Investment Research Advisors,…4,106$1.38M<0.01%+57413F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich3,948$1.35M<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA3,981$1.34M0.02%-2,72213F-HRTimelineGroup
Voleon Capital Management LP3,979$1.34M0.03%new13F-HRTimeline
Graham Capital Management, L.P.3,969$1.34M0.05%+3,33813F-HRTimeline
Campbell & CO Investment Adviser LLC3,775$1.27M0.06%new13F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.3,736$1.26M<0.01%-3613F-HRTimelineGroup
Capital Investment Advisory Services, L…3,735$1.26M0.09%013F-HRTimeline
Alberta Investment Management Corp3,700$1.25M0.01%-3,30013F-HR/ATimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA3,699$1.25M<0.01%+1,82913F-HRTimelineGroup
Schonfeld Strategic Advisors LLC3,696$1.25M0.01%-11,19313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC3,692$1.24M0.03%-33213F-HRTimeline
Lee Financial Co3,665$1.23M0.17%-46313F-HRTimeline
CHOREO, LLC3,543$1.22M0.02%-85713F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…3,605$1.22M<0.01%-23,36113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,563$1.2M<0.01%+2,90013F-HRTimelineGroup
Belpointe Asset Management LLC3,522$1.19M0.04%+18313F-HRTimeline
Y-Intercept (Hong Kong) Ltd3,512$1.18M0.03%-4,43813F-HRTimeline
Annandale Capital, LLC3,488$1.18M0.19%-62113F-HRTimeline
INCEPTIONR LLC3,486$1.17M0.33%new13F-HRTimeline
State of Alaska, Department of Revenue3,467$1.17M0.01%-35013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,458$1.17M0.02%+1613F-HRTimelineGroup
Cresset Asset Management, LLC3,412$1.15M<0.01%-29613F-HRTimeline
Alpha Omega Wealth Management LLC3,403$1.15M0.19%013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC3,225$1.09M0.13%+1,07313F-HRTimeline
Davidson Kahn Capital Management, LLC3,198$1.08M0.56%+18013F-HRTimeline
CHICAGO TRUST Co NA3,196$1.08M0.17%-4013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,182$1.07M<0.01%-13413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,177$1.07M0.01%+1,03713F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.3,160$1.06M0.04%-15413F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC3,159$1.06M<0.01%+2,14713F-HRTimelineGroup
GHP Investment Advisors, Inc.3,090$1.04M0.04%-47213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,078$1.04M0.01%-49313F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT3,026$1.02M0.01%-8,00913F-HRTimeline
UMB Bank, n.a.3,017$1.02M0.01%-82213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ACCESS FINANCIAL SERVICES, INC.3,013$1.02M0.37%-51113F-HRTimeline
Chicago Capital, LLC3,007$1.01M0.03%+7613F-HRTimeline
Investment Management Corp of Ontario2,985$1.01M0.01%+1,28213F-HRTimeline
National Pension Service2,982$1M<0.01%+1,43713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding2,897$976K-138Timeline
CARDEROCK CAPITAL MANAGEMENT INC2,822$951K0.23%-11,67713F-HRTimeline
Ethic Inc.2,819$950K0.01%-48513F-HRTimeline
EASTERN BANK2,729$920K0.02%+8413F-HRTimeline
EQUITABLE TRUST CO2,654$894K0.04%+25213F-HRTimeline
SlateStone Wealth, LLC2,641$890K0.07%+9913F-HRTimeline
Cynosure Group, LLC2,632$887K0.09%+1,81813F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC2,606$878K0.03%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,594$874K0.02%+513F-HRTimelineGroup
Avior Wealth Management, LLC2,581$870K0.03%-49713F-HRTimeline
FIRST CITIZENS BANK & TRUST CO2,576$868K0.02%-2813F-HRTimeline
Coastal Bridge Advisors, LLC2,575$868K0.06%+613F-HRTimeline
Charter Oak Capital Management, LLC2,550$859K0.07%013F-HRTimeline
Steward Partners Investment Advisory, L…2,533$853K<0.01%-4013F-HRTimeline
Knollwood Investment Advisory, LLC2,523$850K0.08%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,482$836K<0.01%-39013F-HRTimelineGroup
Procyon Advisors, LLC2,470$832K0.04%-22013F-HRTimeline
MML INVESTORS SERVICES, LLC2,451$826K<0.01%-53313F-HRTimeline
Triad Investment Management2,445$824K0.83%13F-HRTimeline
Havemeyer Place LP2,434$820K0.16%13F-HRTimeline
CoreCap Advisors, LLC2,410$812K0.03%-40313F-HRTimeline
CAXTON ASSOCIATES LLP2,406$811K0.02%new13F-HRTimeline
Cranbrook Wealth Management, LLC2,391$806K0.16%+50713F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP2,383$803K0.01%+1,08913F-HRTimelineGroup
BRIDGES INVESTMENT MANAGEMENT INC2,372$799K0.01%-2,50213F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC2,299$789K<0.01%-1,34213F-HRTimelineGroup
Portside Wealth Group, LLC2,339$788K0.11%-74613F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS2,339$788K0.01%new13F-HRTimelineGroup
Elevated Capital Advisors, LLC2,328$784K0.18%+32513F-HRTimeline
Oak Thistle LLC2,320$782K0.11%new13F-HRTimeline
BHK Investment Advisors, LLC2,294$773K0.25%+82313F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC2,263$762K0.01%013F-HRTimeline
MGO ONE SEVEN LLC2,257$761K0.02%-24413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,253$759K<0.01%-40613F-HRTimelineGroup
BLALOCK WILLIAMS, LLC2,247$757K0.61%new13F-HRTimeline
CIBC Asset Management Inc2,230$751K<0.01%-3213F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson2,223$750K<0.01%+80013F-HRTimelineGroup
FAS Wealth Partners, Inc.2,206$743K0.05%013F-HRTimeline
Trueblood Wealth Management, LLC2,204$743K0.29%-1,00013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding2,165$730K-623Timeline
GSA CAPITAL PARTNERS LLP2,163$729K0.06%new13F-HRTimeline
Cox Capital Mgt LLC1,925$721K0.45%-27513F-HRTimeline
WEALTH ALLIANCE, LLC2,120$714K0.07%+11513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,099$707K0.02%-17213F-HR/ATimelineGroup
Sterling Capital Management LLC2,063$695K0.01%-8913F-HRTimeline
OLD NATIONAL BANCORP /IN/2,046$689K0.01%-56213F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC2,033$685K0.31%13F-HRTimeline
HARVEY INVESTMENT CO LLC1,990$671K0.07%-97513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK1,962$661K<0.01%+21813F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,924$648K0.02%-2713F-HRTimelineGroup
Gulf International Bank (UK) Ltd1,914$645K0.02%013F-HRTimeline
STOCK YARDS BANK & TRUST CO1,902$641K0.02%-18113F-HRTimeline
Farther Finance Advisors, LLC1,884$635K0.01%+16913F-HRTimeline
SBI Okasan Asset Management Co.Ltd.1,800$628K0.03%13F-HRTimeline
NORDEN GROUP LLC1,862$628K0.06%-30513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,859$626K0.04%+34113F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC1,849$623K0.01%-27413F-HRTimelineGroup
Maryland State Retirement & Pension Sys…1,819$613K0.01%013F-HRTimeline
MAI Capital Management1,788$602K<0.01%-1,25513F-HRTimeline
TCI Wealth Advisors, Inc.1,785$601K0.03%-613F-HRTimeline
Crossmark Global Holdings, Inc.1,770$596K0.01%-22113F-HRTimeline
Alamea Verwaltungs GmbH1,527$590K0.4%+25713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC1,740$586K0.03%+1,11013F-HRTimeline
Intrinsic Value Partners, LLC1,739$586K0.44%new13F-HRTimeline
Federation des caisses Desjardins du Qu…1,734$584K<0.01%+61513F-HRTimeline
Sequoia Financial Advisors, LLC1,713$577K<0.01%+1,02413F-HRTimeline
RWA WEALTH PARTNERS, LLC1,685$568K0.01%+213F-HRTimeline
Beacon Pointe Advisors, LLC1,642$553K<0.01%-33513F-HRTimeline
Drucker Wealth 3.0, LLC1,618$545K0.1%+41513F-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