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Disclosery

WSO WATSCO INC

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Stock (common), issuer CIK 105016

825 managers (842 13F filers) reported a position in WSO shares at 2025-03-31, 35,315,888 shares in all. 78 filers opened a position and 62 filers sold out during the quarter.

Managers
825
13F filers
842
New
78
Added
331
Reduced
284
Sold out
62
Shares held by filers
35,315,888

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
ALLSTATE CORPin group ALLSTATE CORP1,937$985K0.03%+92713F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI1,931$982K0.05%-4213F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co1,925$978K0.04%-2413F-HRTimelineGroup
Sterling Capital Management LLC1,922$977K0.02%-12813F-HRTimeline
Elevated Capital Advisors, LLC1,918$975K0.27%+9713F-HRTimeline
Gulf International Bank (UK) Ltd1,914$972K0.03%-70313F-HRTimeline
OAK RIDGE INVESTMENTS LLC1,903$967K0.08%-3613F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC1,892$962K0.01%+39713F-HRTimelineGroup
Cranbrook Wealth Management, LLC1,884$958K0.22%-3013F-HRTimeline
LVW Advisors, LLC1,823$927K0.11%-9113F-HRTimeline
Aquatic Capital Management LLC1,820$925K0.02%-3,66713F-HRTimeline
Federation des caisses Desjardins du Qu…1,807$919K<0.01%+72413F-HRTimeline
Compound Planning, Inc.1,722$875K0.04%+15713F-HRTimeline
Jain Global LLC1,721$875K0.02%-29613F-HRTimeline
RWA WEALTH PARTNERS, LLC1,679$853K0.01%013F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC1,705$851K0.08%+2513F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…1,658$843K0.01%-40713F-HRTimelineGroup
M&G PLCin group M&G PLC1,643$835K<0.01%013F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding1,825$832K+344Timeline
Maryland State Retirement & Pension Sys…1,616$821K0.02%-23013F-HRTimeline
Farther Finance Advisors, LLC1,605$821K0.02%+11713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding1,614$821K+42Timeline
Regents Gate Capital LLP1,605$816K0.35%-16,28213F-HRTimeline
Atria Wealth Solutions, Inc.1,603$815K0.01%-413F-HRTimeline
Harvest Investment Services, LLC1,589$808K0.22%new13F-HRTimeline
CIBC WORLD MARKETS CORP1,585$806K0.01%+1113F-HRTimeline
Andra AP-fonden1,580$803K0.01%new13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.1,568$797K0.43%+1,25513F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC1,551$788K0.05%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,530$778K0.15%-5213F-HRTimelineGroup
Performance Wealth Partners, LLC1,527$776K0.03%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,511$768K0.01%+4113F-HRTimeline
WEBSTER BANK, N. A.1,493$759K0.08%-7513F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC1,491$758K0.03%+8813F-HRTimeline
ProShare Advisors LLC1,484$754K<0.01%-14513F-HRTimeline
Baker Avenue Asset Management, LP1,483$754K0.02%+24513F-HRTimeline
Impact Capital Partners LLC1,475$750K0.27%+213F-HRTimeline
Roundview Capital LLC1,447$736K0.05%+16513F-HRTimeline
Davidson Kahn Capital Management, LLC1,436$730K0.56%+87513F-HRTimeline
Vestcor Inc1,428$726K0.02%-96813F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,424$724K0.11%+1313F-HRTimeline
TRUST POINT INC.1,422$723K0.07%-17113F-HRTimeline
Mayflower Financial Advisors, LLC1,422$723K0.11%-8113F-HRTimeline
ADVOCATE GROUP LLC1,384$703K0.13%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp1,381$702K<0.01%-30513F-HRTimelineGroup
Parallel Advisors, LLC1,374$699K0.02%-113F-HRTimeline
Tredje AP-fonden1,364$693K0.01%013F-HRTimeline
Bayforest Capital Ltd1,362$692K0.3%+1,12713F-HR/ATimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,354$688K<0.01%+12113F-HRTimelineGroup
SUMITOMO LIFE INSURANCE CO1,353$688K0.02%new13F-HRTimeline
LGT Fund Management Co Ltd.1,350$686K0.06%new13F-HRTimeline
SHELL ASSET MANAGEMENT CO1,348$685K0.03%+24913F-HRTimeline
HB Wealth Management, LLC1,339$681K0.01%+58213F-HRTimeline
Verity & Verity, LLC1,318$670K0.06%-4113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,312$667K0.02%-1,31213F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,307$665K<0.01%-4,19213F-HRTimelineGroup
E. Ohman J:or Asset Management AB1,305$663K0.02%-31513F-HRTimeline
Parcion Private Wealth LLC1,304$663K0.05%-1013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd1,300$661K0.03%+42013F-HRTimelineGroup
BHK Investment Advisors, LLC1,296$659K0.28%-16513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,282$652K0.04%+13713F-HRTimelineGroup
Larson Financial Group LLC1,270$646K0.03%+46913F-HRTimeline
SHELTON CAPITAL MANAGEMENT1,256$638K0.02%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,253$637K0.01%-6513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,248$634K0.02%+11413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,227$624K0.01%+513F-HRTimeline
Integrated Wealth Concepts LLC1,221$620K0.01%-61113F-HRTimeline
OMERS ADMINISTRATION Corp1,219$620K0.01%-19913F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC1,218$619K0.08%+5813F-HRTimeline
Avidian Wealth Enterprises, LLC1,215$618K0.03%+1913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,204$612K0.02%-18713F-HRTimeline
BANK OF HAWAII1,201$610K0.04%013F-HRTimeline
AVIVA PLCin group AVIVA PLC1,199$609K<0.01%+4013F-HRTimelineGroup
EQUITABLE TRUST CO1,196$608K0.03%+1013F-HRTimeline
Tudor Financial Inc.1,195$607K0.36%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC1,187$603K0.04%-1313F-HRTimeline
First Bank & Trust1,185$602K0.12%-1013F-HRTimeline
Modera Wealth Management, LLC1,169$594K0.01%-4113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,136$577K0.01%-8,48713F-HRTimelineGroup
LANARK FINANCIAL, INC.1,126$572K0.05%+1,12513F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC1,124$571K0.07%-4713F-HRTimelineGroup
Fieldview Capital Management, LLC1,118$568K0.08%new13F-HRTimeline
Heritage Family Offices, LLP1,086$552K0.28%+18813F-HRTimeline
Bridgefront Capital, LLC1,071$544K0.16%+64213F-HRTimeline
Valeo Financial Advisors, LLC1,056$537K0.01%+2413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,052$535K<0.01%-13913F-HRTimelineGroup
AlphaQuest LLC1,052$535K0.06%+94913F-HRTimeline
Alamea Verwaltungs GmbH1,045$531K0.46%13F-HRTimeline
Park Place Capital Corp1,042$530K0.14%013F-HRTimeline
Quantum Private Wealth, LLC1,038$527K0.2%013F-HRTimeline
PARK NATIONAL CORP /OH/1,031$524K0.02%013F-HRTimeline
BURNEY CO/1,025$521K0.02%-15313F-HRTimeline
Investment Management Corp of Ontario1,001$509K0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,000$508K0.05%013F-HRTimelineGroup
Clarius Group, LLC1,000$508K0.03%013F-HRTimeline
Trivium Point Advisory, LLC988$502K0.06%-8513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC975$495K0.03%-8513F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.971$494K0.08%new13F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd961$488K0.24%+52213F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC960$488K<0.01%+1213F-HRTimelineGroup
Rakuten Investment Management, Inc.961$482K<0.01%13F-HRTimeline
EVERPAR ADVISORS LLC945$480K0.26%-7213F-HRTimeline
ADELL HARRIMAN & CARPENTER INC945$480K0.04%+3213F-HRTimeline
Ellevest, Inc.943$479K0.03%+613F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC940$478K0.39%+713F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC940$478K0.03%013F-HRTimeline
GAMMA Investing LLC940$478K0.04%+40613F-HR/ATimeline
Private Advisor Group, LLC939$477K<0.01%-38613F-HRTimeline
GREENLEAF TRUST937$476K<0.01%+513F-HRTimeline
Delta Financial Group, Inc.930$476K0.11%013F-HRTimeline
Quantitative Investment Management, LLC926$470K0.04%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…923$469K0.08%+5913F-HRTimeline
PAX Financial Group, LLC921$468K0.08%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB920$468K0.01%-113F-HRTimeline
Prospera Financial Services Inc913$464K0.01%+213F-HRTimeline
Waterloo Capital, L.P.911$463K0.04%+16913F-HRTimeline
FIRST CITIZENS BANK & TRUST CO906$461K0.01%+23213F-HRTimeline
Compass Ion Advisors, LLC901$458K0.05%+313F-HRTimeline
SIMON QUICK ADVISORS, LLC900$458K0.03%+9213F-HRTimeline
Maven Securities LTDin group Maven Securities LTD900$457K0.1%new13F-HRTimelineGroup
Teza Capital Management LLC875$445K0.2%-61313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO874$444K0.01%+5313F-HRTimeline
Pine Valley Investments Ltd Liability Co868$441K0.03%-3613F-HRTimeline
CWM, LLCin group CWM, LLC867$441K<0.01%+2113F-HRTimelineGroup
Haverford Trust Co864$439K<0.01%-4013F-HRTimeline
Venturi Wealth Management, LLC861$438K0.02%-413F-HRTimeline
ICW Investment Advisors LLC850$432K0.18%+1213F-HRTimeline
SG Americas Securities, LLC844$429K<0.01%+48213F-HRTimeline
Siemens Fonds Invest GmbH833$423K0.03%-72813F-HRTimeline
Sound View Wealth Advisors Group, LLC831$422K0.03%-6713F-HRTimeline
Callan Family Office, LLC823$418K0.03%-1913F-HRTimeline
PROFUND ADVISORS LLC815$414K0.02%-2413F-HRTimeline
Enhancing Capital LLC813$413K0.33%+2013F-HRTimeline
Ballentine Partners, LLC810$412K0.01%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC810$412K0.03%-7513F-HRTimeline
Mutual Advisors, LLC900$410K0.01%+4513F-HRTimeline
INTRUST BANK NA807$410K0.04%-2013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…802$408K0.01%-813F-HRTimelineGroup
SOMERVILLE KURT F800$407K0.07%new13F-HRTimeline
Aigen Investment Management, LP786$400K0.06%+28613F-HRTimeline
JTC Employer Solutions Trustee Ltd780$397K0.03%013F-HRTimeline
Dorsey & Whitney Trust CO LLC777$395K0.02%+813F-HRTimeline
Centennial Wealth Advisory LLC776$395K0.14%+2213F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC773$393K0.05%+313F-HRTimeline
International Private Wealth Advisors L…766$389K0.37%-1613F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC778$388K0.08%-2213F-HRTimeline
Heartwood Wealth Advisors LLC761$387K0.04%013F-HRTimeline
Modern Wealth Management, LLC744$378K0.01%+10713F-HR/ATimeline
EP Wealth Advisors, LLC742$377K<0.01%-1813F-HRTimeline
Checchi Capital Advisers, LLC735$374K0.03%+3913F-HRTimeline
Cynosure Group, LLC732$372K0.05%+10113F-HRTimeline
Taylor Hoffman Capital Management LLC724$370K0.14%013F-HRTimeline
Thrive Wealth Management, LLC725$369K0.07%+10713F-HRTimeline
Yarbrough Capital, LLC716$364K0.02%new13F-HRTimeline
Engineers Gate Manager LP714$363K0.01%-80813F-HRTimeline
Semanteon Capital Management, LP708$360K0.2%-2,32813F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…707$358K0.01%-6013F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …704$358K0.08%-1,13813F-HRTimelineGroup
UniSuper Management Pty Ltd700$356K<0.01%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.693$352K0.02%+21513F-HR/ATimelineGroup
My Legacy Advisors, LLC693$352K0.14%+613F-HRTimeline
GROESBECK INVESTMENT MANAGEMENT CORP /N…686$349K0.49%013F-HRTimeline
ASR Vermogensbeheer N.V.686$349K0.01%13F-HRTimeline
Platform Technology Partners685$348K0.1%013F-HRTimeline
Sequoia Financial Advisors, LLC682$347K<0.01%-7013F-HRTimeline
Phillips Wealth Planners LLC680$346K0.37%+213F-HRTimeline
Arkadios Wealth Advisors679$345K0.01%+7113F-HRTimeline
Arete Wealth Advisors, LLC679$345K0.03%-21913F-HRTimeline
HighPoint Advisor Group LLC753$343K0.02%+19313F-HRTimeline
Fulcrum Capital LLC671$341K0.08%013F-HRTimeline
SIGNATUREFD, LLC666$339K0.01%+7313F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA665$338K<0.01%013F-HR/ATimelineGroup
Crestwood Advisors Group, LLC662$337K0.01%+2913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC655$333K0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC655$333K<0.01%-713F-HRTimelineGroup
Csenge Advisory Group654$331K0.02%+7213F-HRTimeline
Berry Wealth Group, LP638$324K0.25%+17513F-HRTimeline
Perbak Capital Partners LLP626$318K0.24%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC623$317K0.01%+713F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP619$315K0.08%new13F-HRTimeline
Blue Barn Wealth, LLC612$311K0.16%+213F-HRTimeline
EAGLE GLOBAL ADVISORS LLC612$311K0.01%-8113F-HRTimeline
Metis Global Partners, LLC611$311K0.01%+13913F-HRTimeline
FourThought Financial Partners, LLC603$306K0.03%+113F-HRTimeline
Boit C F David600$305K0.15%013F-HRTimeline
Rafferty Asset Management, LLC597$303K<0.01%-19813F-HRTimeline
Advisory Services Network, LLC595$302K0.01%+1013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK587$298K<0.01%-6813F-HRTimelineGroup
Gibbs Wealth Management583$296K0.07%+5913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC580$295K0.03%+3713F-HRTimeline
NAPATREE CAPITAL LLC576$293K0.16%013F-HRTimeline
Parkside Financial Bank & Trust573$291K0.04%+2913F-HRTimeline
First Horizon Advisors, Inc.569$290K0.01%+2513F-HRTimeline
Dakota Wealth Management566$288K0.01%-18613F-HRTimeline
Prospect Financial Services LLC560$285K0.16%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd559$284K0.02%-2,35613F-HRTimeline
Legacy Trust556$283K0.07%-2413F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC554$282K0.02%new13F-HRTimeline
Aureus Asset Management, LLC551$280K0.02%013F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC551$280K0.09%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