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Disclosery

WSO WATSCO INC

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Stock (common), issuer CIK 105016

806 managers (824 13F filers) reported a position in WSO shares at 2024-12-31, 35,346,941 shares in all. 68 filers opened a position and 65 filers sold out during the quarter.

Managers
806
13F filers
824
New
68
Added
273
Reduced
307
Sold out
65
Shares held by filers
35,346,941

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Capital Analysts, LLCin group Capital Analysts, LLC2,128$1.01M0.04%+16513F-HRTimelineGroup
Chicago Capital, LLC2,123$1.01M0.03%new13F-HRTimeline
Catalyst Funds Management Pty Ltd2,100$995K0.25%new13F-HRTimeline
SlateStone Wealth, LLC2,089$990K0.1%+3713F-HRTimeline
B. Riley Wealth Advisors, Inc.2,080$986K0.03%+5013F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…2,065$979K0.01%+1,46413F-HRTimelineGroup
Sterling Capital Management LLC2,050$971K0.01%+73113F-HRTimeline
Jain Global LLC2,017$956K0.03%13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,973$935K0.05%+613F-HRTimeline
WEALTH ALLIANCE, LLC1,964$931K0.11%-3213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK1,953$926K0.01%-9313F-HRTimelineGroup
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co1,949$924K0.04%+2313F-HRTimelineGroup
OAK RIDGE INVESTMENTS LLC1,939$919K0.07%+313F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE1,922$911K<0.01%-48913F-HRTimelineGroup
Benchmark Financial Wealth Advisors, LLC1,919$909K0.29%new13F-HRTimeline
LVW Advisors, LLC1,914$907K0.11%-1213F-HRTimeline
Cranbrook Wealth Management, LLC1,914$907K0.21%013F-HRTimeline
Maryland State Retirement & Pension Sys…1,846$875K0.02%-12913F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …1,842$873K0.21%-38313F-HRTimelineGroup
Integrated Wealth Concepts LLC1,832$868K0.01%-1,32013F-HRTimeline
Elevated Capital Advisors, LLC1,821$863K0.24%-213F-HRTimeline
TWO SIGMA SECURITIES, LLC1,753$831K0.15%+20413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp1,686$799K<0.01%+2313F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC1,679$796K0.01%new13F-HRTimeline
Lombard Odier Asset Management (USA) Co…1,649$781K0.3%new13F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC1,680$779K0.07%+13113F-HRTimelineGroup
M&G PLCin group M&G PLC1,643$779K<0.01%013F-HRTimelineGroup
ProShare Advisors LLC1,629$772K<0.01%+11213F-HRTimeline
E. Ohman J:or Asset Management AB1,620$768K0.02%013F-HRTimeline
Atria Wealth Solutions, Inc.1,607$762K0.01%+19713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,594$755K0.01%-2313F-HRTimelineGroup
TRUST POINT INC.1,593$755K0.05%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,582$750K0.14%+14113F-HRTimelineGroup
CIBC WORLD MARKETS CORP1,574$746K<0.01%-45113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding1,572$745K-6Timeline
WEBSTER BANK, N. A.1,568$743K0.08%013F-HRTimeline
Compound Planning, Inc.1,565$742K0.04%+59213F-HRTimeline
Siemens Fonds Invest GmbH1,561$741K0.05%+23013F-HR/ATimeline
MOODY LYNN LIEBERSON & WALKER, LLC1,551$735K0.05%+813F-HRTimeline
Performance Wealth Partners, LLC1,527$724K0.02%+9613F-HRTimeline
Engineers Gate Manager LP1,522$721K0.01%-6,50613F-HRTimeline
Mayflower Financial Advisors, LLC1,503$712K0.11%-32613F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC1,495$709K0.01%+16913F-HRTimelineGroup
Farther Finance Advisors, LLC1,488$705K0.03%-14413F-HRTimeline
Teza Capital Management LLC1,488$705K0.11%-2,61213F-HRTimeline
Impact Capital Partners LLC1,473$698K0.25%13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,470$697K0.01%+28413F-HRTimeline
BHK Investment Advisors, LLC1,461$692K0.26%+213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding1,481$687K-552Timeline
Frank, Rimerman Advisors LLC1,426$676K0.05%013F-HRTimeline
OMERS ADMINISTRATION Corp1,418$672K0.01%+24513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,411$669K0.1%-413F-HR/ATimeline
DONALDSON CAPITAL MANAGEMENT, LLC1,403$665K0.03%-2613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,391$659K0.02%-513F-HRTimeline
ADVOCATE GROUP LLC1,384$656K0.12%013F-HRTimeline
Parallel Advisors, LLC1,375$652K0.01%-2313F-HRTimeline
Tredje AP-fonden1,364$646K0.01%-1,36413F-HRTimeline
Verity & Verity, LLC1,359$644K0.06%new13F-HRTimeline
Entropy Technologies, LP1,357$643K0.07%new13F-HRTimeline
Private Advisor Group, LLC1,325$628K<0.01%-2613F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,318$625K0.01%+17313F-HRTimeline
Parcion Private Wealth LLC1,314$623K0.05%013F-HRTimeline
Tyche Wealth Partners LLC1,301$617K0.13%new13F-HRTimeline
Roundview Capital LLC1,282$608K0.04%+22413F-HRTimeline
SHELTON CAPITAL MANAGEMENT1,256$595K0.01%013F-HRTimeline
Baker Avenue Asset Management, LP1,238$587K0.02%-3413F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,233$584K<0.01%+4913F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC1,222$579K0.01%+113F-HRTimeline
Modera Wealth Management, LLC1,210$573K0.01%+713F-HRTimeline
BANK OF HAWAII1,201$569K0.03%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC1,200$569K0.03%-14613F-HRTimeline
Avidian Wealth Enterprises, LLC1,196$567K0.03%+2113F-HRTimeline
First Bank & Trust1,195$566K0.11%-6313F-HRTimeline
Tudor Financial Inc.1,195$566K0.33%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,191$564K<0.01%+8413F-HRTimelineGroup
EQUITABLE TRUST CO1,186$562K0.03%+2013F-HRTimeline
BURNEY CO/1,178$558K0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,178$558K<0.01%+52713F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC1,171$555K0.06%-82213F-HRTimelineGroup
MATTERN CAPITAL MANAGEMENT, LLC1,160$550K0.07%+5113F-HRTimeline
AVIVA PLCin group AVIVA PLC1,159$549K<0.01%-19013F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,145$543K0.03%-8813F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC1,134$537K0.02%+3413F-HRTimeline
SHELL ASSET MANAGEMENT CO1,099$521K0.02%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,083$513K<0.01%-16813F-HRTimeline
Trivium Point Advisory, LLC1,073$508K0.06%+1013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,060$502K0.03%-35213F-HRTimeline
Park Place Capital Corp1,042$494K0.14%-713F-HRTimeline
Quantum Private Wealth, LLC1,038$492K0.16%013F-HRTimeline
Valeo Financial Advisors, LLC1,032$489K0.01%+1213F-HRTimeline
PARK NATIONAL CORP /OH/1,031$489K0.02%-10113F-HRTimeline
EVERPAR ADVISORS LLC1,017$482K0.24%-1613F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP1,010$479K0.01%new13F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,000$474K0.04%013F-HRTimelineGroup
Clarius Group, LLC1,000$474K0.03%013F-HRTimeline
Dynamic Technology Lab Private Ltd990$469K0.08%-1,73113F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC948$449K<0.01%-1,32113F-HRTimelineGroup
PRAXIS INVESTMENT MANAGEMENT INC940$445K0.03%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC937$444K<0.01%-12,59513F-HRTimelineGroup
Ellevest, Inc.937$444K0.03%-2113F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC933$442K0.39%13F-HRTimeline
GREENLEAF TRUST932$442K<0.01%+9713F-HRTimeline
Delta Financial Group, Inc.930$441K0.1%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB921$436K0.01%+82713F-HRTimeline
ADELL HARRIMAN & CARPENTER INC913$433K0.03%new13F-HRTimeline
Prospera Financial Services Inc911$432K0.01%013F-HRTimeline
Haverford Trust Co904$428K<0.01%-313F-HRTimeline
Pine Valley Investments Ltd Liability Co904$428K0.03%+3613F-HRTimeline
Arete Wealth Advisors, LLC898$427K0.03%+8613F-HRTimeline
Compass Ion Advisors, LLC898$426K0.05%-3713F-HRTimeline
Sound View Wealth Advisors Group, LLC898$426K0.03%-413F-HRTimeline
Heritage Family Offices, LLP898$425K0.21%-6013F-HRTimeline
Mutual Advisors, LLC855$420K0.01%+11413F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC885$419K0.03%+78513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd880$417K0.03%new13F-HRTimelineGroup
CW Advisors, LLC867$412K0.01%+7313F-HRTimeline
Venturi Wealth Management, LLC865$410K0.02%+4413F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…864$409K0.08%013F-HRTimeline
Clearstead Advisors, LLC857$406K0.01%-26813F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.844$404K0.02%-2,49813F-HRTimelineGroup
CWM, LLCin group CWM, LLC846$401K<0.01%-10613F-HRTimelineGroup
Callan Family Office, LLC842$399K0.03%new13F-HRTimeline
PROFUND ADVISORS LLC839$398K0.01%-16513F-HRTimeline
ICW Investment Advisors LLC838$397K0.17%+1913F-HRTimeline
INTRUST BANK NA827$392K0.04%-613F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP823$390K0.06%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO821$389K0.01%-6413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…810$384K0.01%-9213F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC808$383K0.02%+10913F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…749$381K0.02%+1113F-HRTimeline
Larson Financial Group LLC801$380K0.02%-33713F-HRTimeline
Rafferty Asset Management, LLC795$377K<0.01%-713F-HRTimeline
Enhancing Capital LLC793$376K0.3%13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC800$371K0.08%-2713F-HRTimeline
JTC Employer Solutions Trustee Ltd780$371K0.03%013F-HRTimeline
International Private Wealth Advisors L…782$371K0.37%+913F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC770$365K0.05%-6113F-HRTimeline
Dorsey & Whitney Trust CO LLC769$364K0.02%+713F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…767$362K0.01%-1413F-HRTimelineGroup
Heartwood Wealth Advisors LLC761$361K0.04%013F-HRTimeline
EP Wealth Advisors, LLC760$360K<0.01%+22113F-HRTimeline
HB Wealth Management, LLC757$359K<0.01%new13F-HRTimeline
Centennial Wealth Advisory LLC754$358K0.14%+2213F-HRTimeline
Sequoia Financial Advisors, LLC752$356K<0.01%+19913F-HR/ATimeline
Dakota Wealth Management752$356K0.01%013F-HRTimeline
Icon Wealth Advisors, LLC749$355K0.03%-4113F-HRTimeline
Waterloo Capital, L.P.742$352K0.04%-7513F-HRTimeline
WORLD EQUITY GROUP, INC.738$350K0.08%new13F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC736$349K0.18%-3,55813F-HRTimeline
Taylor Hoffman Capital Management LLC724$343K0.12%013F-HRTimeline
Summit Financial, LLC710$336K0.01%+21113F-HRTimeline
UniSuper Management Pty Ltd700$332K<0.01%-10013F-HRTimeline
Checchi Capital Advisers, LLC696$330K0.02%+413F-HRTimeline
My Legacy Advisors, LLC687$329K0.13%+2113F-HRTimeline
EAGLE GLOBAL ADVISORS LLC693$328K0.01%013F-HRTimeline
GROESBECK INVESTMENT MANAGEMENT CORP /N…686$325K0.42%-80013F-HRTimeline
Platform Technology Partners685$325K0.1%013F-HRTimeline
EntryPoint Capital, LLC680$322K0.14%new13F-HRTimeline
WOODSTOCK CORP675$320K0.03%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO674$319K0.01%+5413F-HRTimeline
Bleakley Financial Group, LLC674$319K0.01%+5313F-HRTimeline
Fulcrum Capital LLC671$318K0.07%+5213F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA665$315K<0.01%-1,03113F-HR/ATimelineGroup
Phillips Wealth Planners LLC678$315K0.31%-13713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC662$314K<0.01%+5013F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK655$310K<0.01%-9013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC655$310K0.01%-313F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC647$306K<0.01%-313F-HRTimelineGroup
Modern Wealth Management, LLC637$302K0.01%+913F-HR/ATimeline
GSA CAPITAL PARTNERS LLP633$300K0.02%-1,32213F-HRTimeline
Crestwood Advisors Group, LLC633$300K0.01%+9913F-HRTimeline
Cynosure Group, LLC631$299K0.04%-22913F-HRTimeline
Thrive Wealth Management, LLC618$293K0.05%-3313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC616$292K0.01%13F-HRTimeline
Geneos Wealth Management Inc.614$291K0.01%+513F-HRTimeline
Blue Barn Wealth, LLC610$289K0.15%+913F-HRTimeline
Arkadios Wealth Advisors608$288K0.02%-3613F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…603$286K<0.01%13F-HRTimelineGroup
FourThought Financial Partners, LLC602$285K0.03%new13F-HRTimeline
Boit C F David600$284K0.12%013F-HRTimeline
NIXON PEABODY TRUST CO600$284K0.02%013F-HRTimeline
SIGNATUREFD, LLC593$281K0.01%-2613F-HRTimeline
Waldron Private Wealth LLC587$278K0.01%013F-HRTimeline
Advisory Services Network, LLC585$277K0.01%+213F-HRTimeline
Csenge Advisory Group582$276K0.01%+113F-HRTimeline
Legacy Trust580$275K0.06%013F-HRTimeline
NAPATREE CAPITAL LLC576$273K0.16%013F-HRTimeline
Davidson Kahn Capital Management, LLC561$266K0.25%13F-HRTimeline
Prospect Financial Services LLC560$265K0.15%-1013F-HRTimeline
HighPoint Advisor Group LLC560$264K0.01%new13F-HRTimeline
GTS SECURITIES LLC557$264K0.01%new13F-HRTimeline
Aureus Asset Management, LLC551$261K0.02%013F-HRTimeline
Autumn Glory Partners, LLC548$260K0.13%-82113F-HRTimeline
Ashton Thomas Private Wealth, LLC544$258K0.01%new13F-HRTimeline
First Horizon Advisors, Inc.544$258K0.01%+3213F-HRTimeline
Parkside Financial Bank & Trust544$258K0.03%-4013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC543$257K0.03%-2613F-HRTimeline
GAMMA Investing LLC534$253K0.02%+4313F-HRTimeline
Northside Capital Management, LLC528$250K0.07%013F-HRTimeline
Caprock Group, LLC526$249K0.01%new13F-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