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Disclosery

WSO WATSCO INC

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Stock (common), issuer CIK 105016

768 managers (788 13F filers) reported a position in WSO shares at 2026-06-30, 37,792,597 shares in all. 90 filers opened a position and 71 filers sold out during the quarter.

Managers
768
13F filers
788
New
90
Added
244
Reduced
306
Sold out
71
Shares held by filers
37,792,597

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

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
MOODY LYNN LIEBERSON & WALKER, LLC1,529$637K0.03%+2013F-HRTimeline
Farther Finance Advisors, LLC1,527$636K<0.01%-4413F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC1,521$634K0.02%-1,46013F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP1,519$633K<0.01%+22513F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,518$633K0.2%013F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC1,511$630K<0.01%013F-HRTimelineGroup
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…1,508$628K<0.01%-4113F-HRTimelineGroup
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co1,499$625K0.03%-1113F-HRTimelineGroup
Merit Financial Group, LLC1,498$624K<0.01%+12513F-HR/ATimeline
WEBSTER BANK, N. A.1,493$622K0.05%013F-HRTimeline
Koshinski Asset Management, Inc.1,459$608K0.03%-6413F-HRTimeline
LGT Group Foundationin group LGT Group Foundation1,447$603K0.01%-5213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,445$602K<0.01%+62013F-HRTimelineGroup
Fideuram Asset Management (Ireland) dac1,525$597K0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC1,408$587K<0.01%-12813F-HRTimeline
EASTERN BANK1,408$587K0.01%-90613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,384$577K0.01%+4413F-HRTimeline
ProShare Advisors LLC1,381$576K<0.01%-2013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,375$573K0.05%-24713F-HRTimeline
Park Place Capital Corp1,362$568K0.09%013F-HRTimeline
ICW Investment Advisors LLC1,346$561K0.2%+313F-HRTimeline
Baker Avenue Asset Management, LP1,338$558K0.01%-113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,328$553K0.01%+813F-HR/ATimeline
Phillips Wealth Planners LLC1,407$548K0.4%+6513F-HRTimeline
Unified Investment Management1,312$547K0.51%013F-HRTimeline
E. Ohman J:or Asset Management AB1,305$544K0.01%013F-HRTimeline
TRED AVON FAMILY WEALTH, LLC1,300$542K0.17%-1213F-HRTimeline
ADVOCATE GROUP LLC1,292$538K0.08%-9213F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…1,289$537K0.02%new13F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,262$526K0.04%-16113F-HRTimelineGroup
Generali Asset Management SPA SGR1,255$523K0.01%new13F-HRTimeline
Havemeyer Place LP1,232$513K0.05%-4,41613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,229$512K<0.01%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…1,216$507K0.01%+33213F-HRTimelineGroup
Davidson Kahn Capital Management, LLC1,199$500K0.21%-9313F-HRTimeline
Tudor Financial Inc.1,195$498K0.22%013F-HR/ATimeline
QRG CAPITAL MANAGEMENT, INC.1,188$495K<0.01%+9613F-HR/ATimeline
Significant Wealth Partners LLC1,171$488K0.53%+1713F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG1,171$488K0.01%new13F-HRTimelineGroup
GATEWAY INVESTMENT ADVISERS LLC1,169$487K<0.01%-4,71513F-HRTimeline
Modera Wealth Management, LLC1,162$484K0.01%013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC1,159$483K0.26%+4413F-HRTimeline
Avidian Wealth Enterprises, LLC1,159$483K0.01%-17013F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD1,149$479K<0.01%-23513F-HRTimelineGroup
TD Waterhouse Canada Inc.1,170$477K<0.01%-1213F-HRTimeline
International Private Wealth Advisors L…1,137$474K0.24%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,136$473K0.02%013F-HRTimeline
Arax Advisory Partners1,133$472K<0.01%+88713F-HRTimeline
SHELTON CAPITAL MANAGEMENT1,130$471K0.01%-3413F-HRTimeline
Texas Yale Capital Corp.1,117$465K0.01%+7513F-HRTimeline
Clearstead Advisors, LLC1,090$454K<0.01%+1,05113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,087$453K<0.01%-2813F-HRTimelineGroup
Vise Technologies, Inc.1,087$453K0.01%+12413F-HRTimeline
Verity & Verity, LLC1,086$452K0.03%-6913F-HRTimeline
Mutual Advisors, LLC1,062$443K0.01%-9613F-HRTimeline
INCEPTIONR LLC1,061$442K0.11%-2,37513F-HRTimeline
Baker Ellis Asset Management LLC1,059$441K0.05%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…1,059$441K<0.01%-24,01613F-HRTimelineGroup
GREENLEAF TRUST1,051$438K<0.01%-513F-HRTimeline
Sterling Capital Management LLC1,051$438K0.01%-11713F-HRTimeline
Compass Ion Advisors, LLC1,045$435K0.04%+513F-HRTimeline
North Dakota State Investment Board1,035$431K0.02%+1813F-HRTimeline
71 West Capital Partners1,030$429K0.01%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC1,020$425K0.03%-30913F-HRTimelineGroup
PensionDanmark Pensionsforsikringsaktie…1,010$421K<0.01%013F-HRTimeline
Empowered Funds, LLC1,008$420K<0.01%-23113F-HRTimeline
Argent Trust Co1,003$418K0.01%013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC1,047$418K0.01%-27913F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,000$417K0.03%013F-HRTimelineGroup
PARK NATIONAL CORP /OH/996$415K0.01%-2313F-HRTimeline
OSTRUM ASSET MANAGEMENT973$405K0.02%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.966$403K<0.01%+13513F-HRTimelineGroup
Impact Partnership Wealth, LLC963$401K0.04%+40113F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…963$401K<0.01%-2,44213F-HRTimelineGroup
Autumn Glory Partners, LLC950$396K0.11%013F-HRTimeline
Parallel Advisors, LLC948$395K0.01%-613F-HRTimeline
Private Advisor Group, LLC945$394K<0.01%+5413F-HRTimeline
SANDLER CAPITAL MANAGEMENT937$390K0.23%new13F-HRTimeline
IMC-Chicago, LLC937$390K<0.01%new13F-HRTimeline
Farringdon Capital, Ltd.935$390K0.19%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC919$383K<0.01%-20013F-HRTimeline
ADELL HARRIMAN & CARPENTER INC913$380K0.02%013F-HRTimeline
SIMON QUICK ADVISORS, LLC913$380K0.02%-1013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC963$380K<0.01%new13F-HRTimelineGroup
Walleye Capital LLCgroup of 2 filers holding907$378K+693Timeline
LVW Advisors, LLC900$375K0.03%-26013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…897$374K<0.01%+9113F-HRTimelineGroup
SPINNAKER TRUST890$371K0.02%new13F-HRTimeline
Quantum Private Wealth, LLC890$371K0.1%-14813F-HRTimeline
K.J. Harrison & Partners Inc880$367K0.05%-3013F-HRTimeline
Texas Bank & Trust Co875$365K0.12%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…875$363K<0.01%-11213F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…888$362K0.02%-4313F-HRTimeline
Pine Valley Investments Ltd Liability Co868$362K0.02%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC866$361K<0.01%-6013F-HRTimelineGroup
EAGLE GLOBAL ADVISORS LLC865$361K0.01%+27913F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …879$358K<0.01%+1413F-HRTimelineGroup
Ballentine Partners, LLC859$358K<0.01%-17013F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC843$351K<0.01%-5213F-HRTimelineGroup
UniSuper Management Pty Ltd838$349K<0.01%+23813F-HRTimeline
BOSTON FAMILY OFFICE LLC835$348K0.02%013F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG812$338K<0.01%+7613F-HRTimelineGroup
FOSTER DYKEMA CABOT & PARTNERS, LLC810$338K0.02%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department801$334K0.08%-4713F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC800$333K0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB787$328K0.01%-3213F-HRTimeline
JTC Employer Solutions Trustee Ltd780$325K0.03%013F-HRTimeline
V-Square Quantitative Management LLC778$324K0.03%+30713F-HRTimeline
Dorsey & Whitney Trust CO LLC776$323K0.02%-813F-HRTimeline
BURNEY CO/767$320K0.01%-6513F-HRTimeline
AlphaCore Capital LLC761$317K0.01%new13F-HRTimeline
Heartwood Wealth Advisors LLC761$317K0.02%013F-HRTimeline
Oslo Pensjonsforsikring AS760$317K0.04%+17313F-HRTimeline
Pekao Towarzystwo Funduszy Inwestycyjny…752$313K0.2%013F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.744$310K0.03%new13F-HRTimelineGroup
STRS OHIO737$307K<0.01%-9513F-HRTimeline
Taylor Hoffman Capital Management LLC731$305K0.07%013F-HRTimeline
Vestcor Inc727$303K0.01%013F-HRTimeline
Axxion S.A.723$301K0.02%13F-HRTimeline
IFP Advisors, Inc722$301K0.01%-5713F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …716$298K0.07%+5413F-HRTimeline
Dakota Wealth Management710$296K0.01%+413F-HRTimeline
Sound View Wealth Advisors Group, LLC698$291K0.02%-1113F-HRTimeline
GROESBECK INVESTMENT MANAGEMENT CORP /N…697$290K0.46%013F-HRTimeline
Somerset Trust Co680$283K0.08%-413F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd680$283K0.2%new13F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC680$283K0.02%new13F-HRTimeline
INTRUST BANK NA675$281K0.02%-2813F-HRTimeline
Thrive Wealth Management, LLC673$280K0.04%-313F-HRTimeline
Whetstone Capital Advisors, LLC668$278K0.07%013F-HRTimeline
Valeo Financial Advisors, LLC667$278K0.01%-1913F-HRTimeline
Roehl & Yi Investment Advisors, LLC665$277K0.09%-1513F-HRTimeline
Trivium Point Advisory, LLC655$273K0.02%+313F-HRTimeline
PROFUND ADVISORS LLC654$273K0.01%+2013F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP654$273K0.02%-5413F-HRTimelineGroup
Aristotle Capital Management, LLCin group ARISTOTLE INVESTMENT SERVICES…650$271K<0.01%new13F-HRTimelineGroup
Checchi Capital Advisers, LLC649$270K0.02%+1313F-HRTimeline
Smartleaf Asset Management LLC656$270K0.01%013F-HRTimeline
FourThought Financial Partners, LLC636$265K0.02%+113F-HRTimeline
RiverFront Investment Group, LLC625$260K<0.01%+1513F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…625$260K0.01%+3613F-HRTimelineGroup
Fisher Asset Management, LLC620$259K<0.01%-4713F-HRTimeline
Bayforest Capital Ltd620$258K0.24%new13F-HRTimeline
Semanteon Capital Management, LP619$258K1.16%new13F-HRTimeline
Venture Visionary Partners LLC616$257K0.01%-36913F-HRTimeline
111 Capital612$255K0.04%new13F-HRTimeline
Advisory Services Network, LLC610$254K<0.01%-7913F-HRTimeline
Boit C F David600$250K0.11%013F-HRTimeline
Van Hulzen Asset Management, LLC600$250K0.02%new13F-HRTimeline
Centiva Capital, LP600$250K0.01%-3,36513F-HRTimeline
SIGNATUREFD, LLC593$247K<0.01%+1013F-HRTimeline
HM PAYSON & CO588$245K<0.01%013F-HRTimeline
Compound Planning, Inc.585$244K0.01%new13F-HRTimeline
World Investment Advisors660$241K<0.01%013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC567$236K<0.01%-86213F-HRTimeline
S-Bank Fund Management Ltd562$234K0.03%new13F-HRTimeline
Tower Wealth Partners, Inc.559$233K0.12%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC554$231K<0.01%-4713F-HRTimeline
Biltmore Family Office, LLC553$230K0.03%-2913F-HRTimeline
Rafferty Asset Management, LLC551$230K<0.01%new13F-HRTimeline
Savvy Advisors, Inc.548$228K<0.01%new13F-HRTimeline
Impact Capital Partners LLC547$228K0.06%-60613F-HRTimeline
Legacy Trust546$228K0.04%-513F-HRTimeline
Parkside Financial Bank & Trust544$227K0.02%-1113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd539$225K<0.01%-36013F-HRTimelineGroup
Aureus Asset Management, LLC537$224K0.01%new13F-HRTimeline
STOCK YARDS BANK & TRUST CO536$223K0.01%-1,36613F-HR/ATimeline
Hilltop National Bank530$221K0.05%-5513F-HRTimeline
INTEGRITY ALLIANCE, LLC.529$221K0.01%new13F-HRTimeline
SAGE RHINO CAPITAL LLC524$218K0.04%new13F-HRTimeline
Independent Wealth Network Inc.522$218K0.06%-3113F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …522$218K<0.01%new13F-HRTimelineGroup
Crestwood Advisors Group, LLC520$217K<0.01%-9313F-HRTimeline
Breakwater Capital Group520$217K0.03%new13F-HRTimeline
Ponta Wealth Partners, LLC516$215K0.12%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP515$215K<0.01%new13F-HRTimeline
Elequin Capital, LP515$215K0.01%+43513F-HRTimeline
Fulcrum Capital LLC504$210K0.04%-18713F-HRTimeline
ROTHSCHILD INVESTMENT LLC502$209K0.01%+47913F-HRTimeline
Bedel Financial Consulting, Inc.500$208K0.02%new13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.498$208K<0.01%new13F-HRTimelineGroup
SUMITOMO LIFE INSURANCE CO497$207K<0.01%013F-HRTimeline
Connor, Clark & Lunn Investment Managem…497$207K<0.01%-11,34813F-HRTimeline
Bridgefront Capital, LLC497$207K0.05%new13F-HRTimeline
Waverly Advisors, LLC497$207K<0.01%-2,60313F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK495$206K<0.01%+1813F-HRTimelineGroup
Livet Wealth, LLC493$205K0.12%new13F-HRTimeline
WOODSTOCK CORP480$200K0.02%new13F-HRTimeline
AUCTUS ADVISORS LLC480$200K0.17%new13F-HRTimeline
Siemens Fonds Invest GmbH479$200K0.01%013F-HRTimeline
Allworth Financial LP444$185K<0.01%-1,12913F-HRTimeline
WHITTIER TRUST CO396$158K<0.01%+813F-HRTimeline
Global Retirement Partners, LLC366$153K<0.01%13F-HRTimeline
PFA Pension, Forsikringsaktieselskab359$150K<0.01%-18,67213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…358$149K0.01%-8513F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors354$148K0.02%-2013F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd350$146K<0.01%013F-HRTimelineGroup
FIL Ltdin group FIL Ltd269$112K<0.01%-613F-HRTimelineGroup
BAMCO INC /NY/in group Baron Capital269$112K<0.01%+4213F-HRTimelineGroup
Continuum Advisory, LLC267$111K0.01%new13F-HRTimeline