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Disclosery

WSO WATSCO INC

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Stock (common), issuer CIK 105016

753 managers (772 13F filers) reported a position in WSO shares at 2026-03-31, 38,280,905 shares in all. 90 filers opened a position and 85 filers sold out during the quarter.

Managers
753
13F filers
772
New
90
Added
288
Reduced
242
Sold out
85
Shares held by filers
38,280,905

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Voleon Capital Management LP11,290$4.11M0.09%+7,31113F-HRTimeline
Ensign Peak Advisors, Inc11,229$4.08M0.01%-3,92313F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,933$4.05M0.01%-2,98213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,127$4.05M<0.01%+17913F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…10,973$3.99M0.01%-32813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC10,775$3.92M0.08%+7,08313F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC10,736$3.91M0.05%-49413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co10,601$3.86M0.05%-2,40613F-HRTimelineGroup
HighTower Advisors, LLC10,573$3.85M<0.01%+5713F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS10,505$3.82M0.01%+87413F-HRTimelineGroup
Avanza Fonder AB10,402$3.78M0.1%013F-HRTimeline
CENTAURUS FINANCIAL, INC.10,373$3.77M0.18%+93913F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…10,310$3.75M0.24%+5,75413F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC10,180$3.7M<0.01%-30113F-HRTimelineGroup
Louisiana State Employees Retirement Sy…10,100$3.67M0.06%+40013F-HRTimeline
WESTFIELD CAPITAL MANAGEMENT CO LP9,822$3.57M0.01%new13F-HRTimeline
D.A. DAVIDSON & CO.9,819$3.57M0.02%+16713F-HRTimeline
SG Americas Securities, LLC9,764$3.55M<0.01%-85313F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD9,685$3.52M0.02%+40913F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC9,533$3.47M0.01%-22513F-HRTimelineGroup
ARIZONA STATE RETIREMENT SYSTEM9,490$3.45M0.02%-8413F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC9,488$3.45M0.03%-1,20013F-HRTimelineGroup
NewEdge Wealth, LLC9,406$3.42M0.04%-1,24413F-HRTimeline
Verition Fund Management LLC9,156$3.33M0.03%+2,66313F-HRTimeline
CAMBIAR INVESTORS LLC9,147$3.33M0.15%new13F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding8,942$3.25M-423Timeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…8,750$3.18M0.02%+1113F-HRTimeline
Tredje AP-fonden8,497$3.09M0.02%new13F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM8,383$3.05M0.02%+10013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,381$3.05M0.1%+2,78813F-HRTimelineGroup
Atria Investments, Inc8,140$2.96M0.03%+61313F-HRTimeline
Prosperity Consulting Group, LLC8,105$2.95M0.13%-45613F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A8,094$2.94M0.01%-1013F-HRTimelineGroup
Advisors Asset Management, Inc.7,983$2.9M0.05%+1,27813F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…7,932$2.89M0.01%+1,86113F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,869$2.86M0.01%+513F-HRTimelineGroup
Prospect Capital Advisors, LLC7,810$2.84M1.58%013F-HR/ATimeline
Orion Porfolio Solutions, LLC7,773$2.83M0.02%-36213F-HRTimeline
Sanctuary Advisors, LLC7,649$2.78M0.02%+1,18813F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCgroup of 2 filers holding7,531$2.72M+1,140Timeline
IFM Investors Pty Ltd7,461$2.71M0.02%new13F-HRTimeline
MIDDLETON & CO INC/MA7,340$2.67M0.3%-17013F-HRTimeline
Applied Capital LLC/FL7,295$2.65M1.93%-11113F-HRTimeline
Numerai GP LLC7,196$2.62M0.26%-10,81213F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD7,118$2.59M0.08%013F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND7,108$2.59M0.03%+19313F-HRTimeline
Hosking Partners LLP7,092$2.58M0.09%new13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC7,081$2.58M0.04%+6,48513F-HRTimelineGroup
SEB Asset Management AB6,993$2.54M0.01%13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,858$2.49M<0.01%-8113F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP6,728$2.45M<0.01%+16013F-HRTimelineGroup
Inspire Investing, LLCin group Inspire Investing, LLC6,727$2.45M0.14%+1,82013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…6,658$2.42M<0.01%-2813F-HRTimelineGroup
Freedom Day Solutions, LLC6,436$2.34M0.63%-8713F-HRTimeline
Callan Family Office, LLC6,435$2.34M0.05%+98113F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…6,434$2.34M0.07%+3413F-HRTimelineGroup
WORLDQUANT MILLENNIUM ADVISORS LLC6,418$2.33M0.01%new13F-HRTimeline
XPONANCE LLC6,411$2.33M0.02%+96913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC6,127$2.23M0.03%+92913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,001$2.19M<0.01%-52113F-HRTimelineGroup
APPLETON PARTNERS INC/MA5,977$2.17M0.15%-14713F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC5,884$2.14M0.02%-5,56213F-HRTimeline
Atom Investors LP5,848$2.13M0.15%new13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP5,842$2.13M0.01%-18513F-HRTimelineGroup
RFG Advisory, LLC5,778$2.1M0.04%+96413F-HRTimeline
Utah Retirement Systems5,709$2.08M0.02%013F-HRTimeline
Havemeyer Place LP5,648$2.05M0.24%+3,21413F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC5,560$2.02M0.03%+3,18813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth5,429$1.98M<0.01%-3,05013F-HRTimelineGroup
National Pension Service5,383$1.96M<0.01%+2,40113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,270$1.92M0.01%+75713F-HRTimeline
Birch Capital Management, LLC5,103$1.86M0.97%+90413F-HRTimeline
Ilmarinen Mutual Pension Insurance Co5,096$1.85M0.01%new13F-HRTimeline
Barbara Oil Co.5,000$1.82M0.7%013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP4,872$1.77M0.02%+2,48913F-HRTimelineGroup
Summit Trail Advisors, LLC4,843$1.76M0.03%+49313F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …4,815$1.75M0.01%-1,36613F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN4,681$1.7M0.01%+7313F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …4,630$1.68M<0.01%new13F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK4,629$1.68M<0.01%-97113F-HRTimelineGroup
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp4,539$1.65M0.09%+17813F-HRTimelineGroup
Oak Thistle LLC4,428$1.61M0.16%+2,10813F-HRTimeline
KBC Group NVin group KBC Group NV4,331$1.57M<0.01%-34313F-HRTimelineGroup
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…4,270$1.55M0.21%-19513F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC4,254$1.55M0.59%013F-HRTimeline
CHOREO, LLC4,247$1.55M0.02%+70413F-HRTimeline
WCM INVESTMENT MANAGEMENT, LLC4,350$1.52M<0.01%+10013F-HRTimeline
Pacer Advisors, Inc.4,147$1.51M<0.01%-3713F-HR/ATimeline
Taylor Frigon Capital Management LLC4,120$1.5M0.85%-11113F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.4,017$1.46M<0.01%+28113F-HRTimelineGroup
Cambridge Investment Research Advisors,…4,016$1.46M<0.01%-9013F-HRTimeline
Alliance Wealth Advisors, LLC /UT3,986$1.45M0.31%-2,11513F-HRTimeline
QUADRANT CAPITAL GROUP LLC3,972$1.44M0.04%-16513F-HR/ATimeline
Centiva Capital, LP3,965$1.44M0.07%new13F-HRTimeline
Eurizon Capital SGR S.p.A.3,958$1.44M<0.01%new13F-HRTimeline
Entropy Technologies, LP3,947$1.44M0.07%-6,60513F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …3,938$1.43M<0.01%-33813F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,802$1.38M0.02%+62513F-HRTimelineGroup
OP Asset Management Ltd3,795$1.38M0.01%-48813F-HR/ATimeline
Capital Investment Advisory Services, L…3,736$1.36M0.1%+113F-HRTimeline
Mirabaud Asset Management Ltd3,851$1.34M1.11%+65413F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS3,672$1.34M0.02%+1,33313F-HRTimelineGroup
GW&K Investment Management, LLC3,655$1.33M0.01%-106,56613F-HRTimeline
CARDEROCK CAPITAL MANAGEMENT INC3,650$1.33M0.33%+82813F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC3,614$1.31M0.16%+38913F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…3,605$1.31M0.01%013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA3,574$1.3M<0.01%-12513F-HRTimelineGroup
Annandale Capital, LLC3,516$1.28M0.21%+2813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,490$1.27M0.02%+3213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV3,476$1.26M<0.01%+29413F-HRTimeline
State of Alaska, Department of Revenue3,467$1.26M0.01%013F-HRTimeline
INCEPTIONR LLC3,436$1.25M0.3%-5013F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…3,405$1.24M0.01%+2,31013F-HRTimelineGroup
Jain Global LLC3,363$1.22M0.02%new13F-HRTimeline
Alpha Omega Wealth Management LLC3,353$1.22M0.2%-5013F-HRTimeline
2Xideas AGin group 2Xideas AG3,203$1.17M0.46%-1,63413F-HRTimelineGroup
Cresset Asset Management, LLC3,191$1.16M0.01%-22113F-HRTimeline
CHICAGO TRUST Co NA3,151$1.15M0.18%-4513F-HRTimeline
TradeLink Capital LLC3,057$1.14M8.59%new13F-HRTimeline
TCI Wealth Advisors, Inc.3,111$1.13M0.06%+1,32613F-HRTimeline
Waverly Advisors, LLC3,100$1.13M0.01%new13F-HRTimeline
SlateStone Wealth, LLC3,094$1.13M0.09%+45313F-HRTimeline
Hennion & Walsh Asset Management, Inc.3,050$1.11M0.04%-11013F-HRTimeline
UMB Bank, n.a.3,048$1.11M0.02%+3113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …3,000$1.09M0.02%new13F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC2,981$1.08M0.04%-1,28313F-HRTimelineGroup
ACCESS FINANCIAL SERVICES, INC.2,843$1.03M0.37%-17013F-HRTimeline
CAXTON ASSOCIATES LLP2,810$1.02M0.02%+40413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,767$1.01M0.02%+17313F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp2,765$1.01M<0.01%+1,37013F-HR/ATimelineGroup
Delta Global Management LP2,745$999K0.08%-4,43213F-HRTimeline
Gulf International Bank (UK) Ltd2,736$995K0.02%+82213F-HRTimeline
GHP Investment Advisors, Inc.2,730$993K0.04%-36013F-HRTimeline
Chicago Capital, LLC2,720$990K0.03%-28713F-HRTimeline
Procyon Advisors, LLC2,718$989K0.05%+24813F-HRTimeline
Perbak Capital Partners LLP2,700$982K0.24%+1,38813F-HRTimeline
MML INVESTORS SERVICES, LLC2,688$978K<0.01%+23713F-HRTimeline
Steward Partners Investment Advisory, L…2,651$964K<0.01%+11813F-HRTimeline
Coastal Bridge Advisors, LLC2,615$951K0.07%+4013F-HRTimeline
EQUITABLE TRUST CO2,613$951K0.04%-4113F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC2,574$936K0.04%-3213F-HRTimeline
Charter Oak Capital Management, LLC2,550$928K0.07%013F-HRTimeline
Knollwood Investment Advisory, LLC2,523$918K0.09%013F-HRTimeline
Investment Management Corp of Ontario2,514$915K0.01%-47113F-HRTimeline
Triad Investment Management2,445$889K1.05%013F-HR/ATimeline
Avior Wealth Management, LLC2,443$889K0.03%-13813F-HRTimeline
Brooklyn Investment Group2,433$885K0.03%+1,23313F-HRTimeline
MGO ONE SEVEN LLC2,409$877K0.02%+15213F-HRTimeline
Cranbrook Wealth Management, LLC2,345$853K0.17%-4613F-HRTimeline
CIBC Asset Management Inc2,332$848K<0.01%+10213F-HRTimeline
BLALOCK WILLIAMS, LLC2,332$848K0.66%+8513F-HRTimeline
EASTERN BANK2,314$842K0.01%-41513F-HRTimeline
BHK Investment Advisors, LLC2,294$835K0.28%013F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC1,986$827K0.36%-4713F-HRTimeline
Federation des caisses Desjardins du Qu…2,254$820K<0.01%+52013F-HRTimeline
WEALTH ALLIANCE, LLC2,237$814K0.08%+11713F-HRTimeline
Trueblood Wealth Management, LLC2,236$813K0.32%+3213F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC2,236$813K0.01%-2713F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson2,223$808K<0.01%013F-HR/ATimelineGroup
INTECH INVESTMENT MANAGEMENT LLC2,206$803K0.01%-44,83613F-HRTimeline
FAS Wealth Partners, Inc.2,206$803K0.05%013F-HRTimeline
Roundview Capital LLC2,181$793K0.05%new13F-HRTimeline
CoreCap Advisors, LLC2,170$790K0.03%-24013F-HRTimeline
Portside Wealth Group, LLC2,139$778K0.11%-20013F-HRTimeline
Crossmark Global Holdings, Inc.2,113$769K0.01%+34313F-HRTimeline
Sequoia Financial Advisors, LLC2,111$768K<0.01%+39813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC2,108$767K0.02%+36813F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC2,105$766K<0.01%-19413F-HRTimelineGroup
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …1,776$761K0.01%+55713F-HRTimelineGroup
Aquatic Capital Management LLC2,086$759K0.02%-12,64013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,989$723K0.02%-11013F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO1,983$721K0.02%-59313F-HRTimeline
BOKF, NAin group BOKF, NA1,978$720K0.01%-2,00313F-HRTimelineGroup
Quantbot Technologies LP1,943$707K0.03%-6,22413F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE1,938$705K<0.01%+34613F-HRTimelineGroup
HANCOCK WHITNEY CORP1,923$703K0.01%new13F-HRTimeline
Cox Capital Mgt LLC1,925$700K0.47%013F-HRTimeline
STOCK YARDS BANK & TRUST CO1,902$692K0.02%013F-HRTimeline
Belpointe Asset Management LLC1,890$688K0.03%-1,63213F-HRTimeline
Drucker Wealth 3.0, LLC1,878$683K0.12%+26013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp1,825$664K0.09%new13F-HRTimelineGroup
Maryland State Retirement & Pension Sys…1,819$662K0.01%013F-HRTimeline
MAI Capital Management1,801$655K<0.01%+1313F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC1,800$655K0.01%-4913F-HRTimelineGroup
HB Wealth Management, LLC1,793$652K<0.01%+19613F-HRTimeline
Alamea Verwaltungs GmbH1,789$651K0.48%+26213F-HRTimeline
Intrinsic Value Partners, LLC1,789$651K0.5%+5013F-HRTimeline
HARVEY INVESTMENT CO LLC1,785$649K0.07%-20513F-HRTimeline
Boreal Capital Management LLC1,756$639K0.55%+24313F-HRTimeline
NORDEN GROUP LLC1,737$632K0.06%-12513F-HRTimeline
OMERS ADMINISTRATION Corp1,734$631K<0.01%+51513F-HRTimeline
SBI Okasan Asset Management Co.Ltd.1,800$628K0.03%013F-HRTimeline
Man Group plcin group Man Group plc1,716$624K<0.01%-4,33113F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,714$623K<0.01%new13F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC1,687$614K0.01%+213F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC1,669$607K0.14%new13F-HRTimeline
Farther Finance Advisors, LLC1,571$590K0.01%-31313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,622$590K0.06%+10613F-HRTimeline
Y-Intercept (Hong Kong) Ltd1,620$589K0.01%-1,89213F-HRTimeline
LANARK FINANCIAL, INC.1,610$586K0.04%-413F-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