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Disclosery

WSO WATSCO INC

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Stock (common), issuer CIK 105016

792 managers (809 13F filers) reported a position in WSO shares at 2025-06-30, 34,694,798 shares in all. 71 filers opened a position and 104 filers sold out during the quarter.

Managers
792
13F filers
809
New
71
Added
285
Reduced
303
Sold out
104
Shares held by filers
34,694,798

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
WEALTH ALLIANCE, LLC2,011$888K0.1%+3513F-HRTimeline
INCEPTIONR LLC1,944$859K0.2%new13F-HRTimeline
Gulf International Bank (UK) Ltd1,914$845K0.03%013F-HRTimeline
OAK RIDGE INVESTMENTS LLC1,908$843K0.06%+513F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,907$842K0.05%-2413F-HRTimeline
Jain Global LLC1,901$840K0.01%+18013F-HRTimeline
LGT Fund Management Co Ltd.1,900$839K0.07%+55013F-HRTimeline
EQUITABLE TRUST CO1,891$835K0.04%+69513F-HRTimeline
Cranbrook Wealth Management, LLC1,884$832K0.18%013F-HRTimeline
Farther Finance Advisors, LLC1,865$824K0.02%+26013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK1,841$813K<0.01%-12613F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…1,828$807K0.01%+17013F-HRTimelineGroup
Compound Planning, Inc.1,806$798K0.03%+8413F-HRTimeline
TCI Wealth Advisors, Inc.1,796$793K0.05%new13F-HRTimeline
Federation des caisses Desjardins du Qu…1,788$790K<0.01%-1913F-HRTimeline
AE Wealth Management LLC1,780$787K0.01%-22,72613F-HRTimeline
R Squared Ltd1,750$773K0.43%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding1,814$766K-11Timeline
ENDEAVOR PRIVATE WEALTH, INC.1,723$761K0.36%+15513F-HRTimeline
RWA WEALTH PARTNERS, LLC1,688$745K0.01%+913F-HRTimeline
Perbak Capital Partners LLP1,686$745K0.17%+1,06013F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE1,668$737K<0.01%-1,66413F-HRTimelineGroup
LVW Advisors, LLC1,664$735K0.08%-15913F-HRTimeline
Atria Wealth Solutions, Inc.1,638$723K0.02%+3513F-HRTimeline
Maryland State Retirement & Pension Sys…1,616$714K0.02%013F-HRTimeline
CAXTON ASSOCIATES LLP1,616$714K0.02%new13F-HRTimeline
MGO ONE SEVEN LLC1,613$712K0.02%new13F-HRTimeline
Baker Avenue Asset Management, LP1,608$710K0.02%+12513F-HRTimeline
Davidson Kahn Capital Management, LLC1,587$703K0.45%+15113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding1,586$701K-28Timeline
HB Wealth Management, LLC1,566$692K0.01%+22713F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC1,588$691K0.06%-11713F-HRTimelineGroup
ProShare Advisors LLC1,546$683K<0.01%+6213F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC1,541$681K0.04%-1013F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co1,534$677K0.03%-39113F-HRTimelineGroup
MATTERN CAPITAL MANAGEMENT, LLC1,526$674K0.08%+30813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,508$666K0.01%-313F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…1,504$664K0.01%-5,91013F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,501$663K0.12%-2913F-HRTimelineGroup
WEBSTER BANK, N. A.1,493$659K0.07%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,481$654K0.09%+5713F-HRTimeline
BHK Investment Advisors, LLC1,471$650K0.25%+17513F-HRTimeline
CIBC WORLD MARKETS CORP1,449$640K<0.01%-13613F-HRTimeline
Impact Capital Partners LLC1,441$636K0.21%-3413F-HRTimeline
Private Advisor Group, LLC1,430$632K<0.01%+49113F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson1,423$628K<0.01%-74513F-HRTimelineGroup
Mayflower Financial Advisors, LLC1,421$628K0.09%-113F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,410$623K0.01%+15713F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,407$621K0.01%-77113F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,386$612K<0.01%+3213F-HRTimelineGroup
ADVOCATE GROUP LLC1,384$611K0.11%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…1,357$599K<0.01%new13F-HRTimelineGroup
SHELL ASSET MANAGEMENT CO1,348$595K0.02%013F-HRTimeline
Verity & Verity, LLC1,322$584K0.05%+413F-HRTimeline
Parallel Advisors, LLC1,321$583K0.01%-5313F-HRTimeline
E. Ohman J:or Asset Management AB1,305$576K0.01%013F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…1,303$575K<0.01%-68013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,296$573K0.01%new13F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA1,297$573K<0.01%+63213F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp1,289$569K<0.01%-9213F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …1,285$567K<0.01%+79313F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC1,281$566K0.01%+5413F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC1,270$561K0.04%+33013F-HRTimeline
Alamea Verwaltungs GmbH1,270$561K0.42%+22513F-HRTimeline
GC Wealth Management RIA, LLC1,237$546K0.04%new13F-HRTimeline
SHELTON CAPITAL MANAGEMENT1,235$545K0.01%-2113F-HRTimeline
Heritage Family Offices, LLP1,086$545K0.28%013F-HRTimeline
OMERS ADMINISTRATION Corp1,219$538K<0.01%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,201$530K0.01%-313F-HRTimeline
Tudor Financial Inc.1,195$528K0.3%013F-HRTimeline
LANARK FINANCIAL, INC.1,191$525K0.04%+6513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,189$525K0.03%-9313F-HRTimelineGroup
First Bank & Trust1,185$523K0.09%013F-HRTimeline
Modera Wealth Management, LLC1,180$521K0.01%+1113F-HRTimeline
Sequoia Financial Advisors, LLC1,169$516K<0.01%+48713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,129$499K<0.01%+7713F-HRTimelineGroup
Avidian Wealth Enterprises, LLC1,109$490K0.02%-10613F-HRTimeline
Dynamic Technology Lab Private Ltd1,102$486K0.07%new13F-HRTimeline
Boreal Capital Management LLC1,100$486K0.4%13F-HRTimeline
Park Place Capital Corp1,042$475K0.11%013F-HRTimeline
PARK NATIONAL CORP /OH/1,042$460K0.02%+1113F-HRTimeline
Quantum Private Wealth, LLC1,038$458K0.15%013F-HRTimeline
Valeo Financial Advisors, LLC1,035$457K0.01%-2113F-HR/ATimeline
Advisor OS, LLCin group Advisor OS, LLC1,022$451K0.04%-10213F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd1,008$445K0.01%new13F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,000$442K0.04%013F-HRTimelineGroup
Clarius Group, LLC1,000$442K0.03%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC994$439K<0.01%+33913F-HRTimelineGroup
Koshinski Asset Management, Inc.990$437K0.03%+53413F-HRTimeline
Mutual Advisors, LLC886$434K0.01%-1413F-HRTimeline
Y-Intercept (Hong Kong) Ltd983$434K0.01%+42413F-HRTimeline
TRUST POINT INC.971$429K0.04%-45113F-HRTimeline
BURNEY CO/960$424K0.01%-6513F-HRTimeline
Ellevest, Inc.951$420K0.07%+813F-HRTimeline
ADELL HARRIMAN & CARPENTER INC945$417K0.03%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC941$415K0.02%-3413F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC940$415K0.32%013F-HRTimeline
Trivium Point Advisory, LLC939$415K0.05%-4913F-HRTimeline
CW Advisors, LLC933$412K<0.01%-1,76213F-HRTimeline
EVERPAR ADVISORS LLC929$410K0.19%-1613F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…923$408K0.05%013F-HRTimeline
ICW Investment Advisors LLC919$406K0.16%+6913F-HRTimeline
Siemens Fonds Invest GmbH916$405K0.02%+8313F-HRTimeline
Arkadios Wealth Advisors910$402K0.01%+23113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO909$401K0.01%+3513F-HRTimeline
Compass Ion Advisors, LLC905$400K0.04%+413F-HRTimeline
Investment Management Corp of Ontario901$398K0.01%-10013F-HRTimeline
HM PAYSON & CO888$392K0.01%+37813F-HRTimeline
HighPoint Advisor Group LLC878$388K0.02%+12513F-HRTimeline
Waterloo Capital, L.P.876$387K0.03%-3513F-HRTimeline
Pine Valley Investments Ltd Liability Co868$383K0.02%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB846$374K0.01%-7413F-HRTimeline
PAX Financial Group, LLC844$373K0.07%-7713F-HRTimeline
BOSTON FAMILY OFFICE LLC835$369K0.02%new13F-HRTimeline
MQS Management LLC833$368K0.2%new13F-HRTimeline
STRS OHIO832$367K<0.01%-1,61113F-HRTimeline
Cynosure Group, LLC814$359K0.04%+8213F-HRTimeline
Enhancing Capital LLC812$359K0.27%-113F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC810$358K0.03%013F-HRTimeline
Washington Trust Bank805$356K0.03%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Haverford Trust Co802$354K<0.01%-6213F-HRTimeline
SOMERVILLE KURT F800$353K0.06%013F-HRTimeline
Versor Investments LP799$353K0.06%-2,60213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.795$351K<0.01%+39513F-HRTimelineGroup
INTRUST BANK NA795$351K0.03%-1213F-HRTimeline
CWM, LLCin group CWM, LLC793$350K<0.01%-7413F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…786$347K<0.01%-1613F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC783$346K0.01%-1,30113F-HRTimeline
OXFORD ASSET MANAGEMENT LLP780$344K0.11%new13F-HRTimeline
JTC Employer Solutions Trustee Ltd780$344K0.03%013F-HRTimeline
Dorsey & Whitney Trust CO LLC777$343K0.02%013F-HRTimeline
Thrive Wealth Management, LLC771$340K0.05%+4613F-HRTimeline
PROFUND ADVISORS LLC769$340K0.01%-4613F-HRTimeline
GREENLEAF TRUST768$339K<0.01%-16913F-HRTimeline
GAMMA Investing LLC766$338K0.02%-17413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…762$337K0.01%-55013F-HRTimelineGroup
Heartwood Wealth Advisors LLC761$336K0.04%013F-HRTimeline
Modern Wealth Management, LLC756$334K0.01%+1213F-HR/ATimeline
DRW Securities, LLC752$332K0.02%new13F-HRTimeline
Gibbs Wealth Management752$332K0.06%+16913F-HRTimeline
Catalyst Funds Management Pty Ltd749$331K0.09%new13F-HRTimeline
Aster Capital Management (DIFC) Ltd746$329K0.07%-2,81213F-HRTimeline
Vestcor Inc741$327K0.01%-68713F-HRTimeline
Petrus Trust Company, LTA735$325K0.03%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC724$320K0.01%-52413F-HRTimeline
Taylor Hoffman Capital Management LLC724$320K0.11%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…723$318K<0.01%+1613F-HRTimelineGroup
Yarbrough Capital, LLC716$316K0.01%013F-HRTimeline
Phillips Wealth Planners LLC679$312K0.28%-113F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC680$310K0.06%-9813F-HRTimeline
Sound View Wealth Advisors Group, LLC698$308K0.02%-13313F-HRTimeline
Checchi Capital Advisers, LLC693$306K0.02%-4213F-HRTimeline
Berry Wealth Group, LP690$305K0.21%+5213F-HRTimeline
GROESBECK INVESTMENT MANAGEMENT CORP /N…686$303K0.53%013F-HRTimeline
Platform Technology Partners685$303K0.08%013F-HRTimeline
ASR Vermogensbeheer N.V.682$301K<0.01%-413F-HRTimeline
Fulcrum Capital LLC671$296K0.06%013F-HRTimeline
Arete Wealth Advisors, LLC670$296K0.02%-913F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC666$294K<0.01%-29413F-HRTimelineGroup
Crestwood Advisors Group, LLC660$291K0.01%-213F-HRTimeline
Vise Technologies, Inc.642$284K0.01%13F-HRTimeline
National Pension Service642$284K<0.01%+49613F-HRTimeline
Advisory Services Network, LLC612$276K<0.01%+1713F-HRTimeline
Rafferty Asset Management, LLC609$269K<0.01%+1213F-HRTimeline
Blue Barn Wealth, LLC609$269K0.13%-313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC609$269K0.01%-1413F-HRTimeline
FourThought Financial Partners, LLC607$268K0.03%+413F-HRTimeline
Csenge Advisory Group603$268K0.01%-5113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC601$265K<0.01%+26413F-HRTimelineGroup
PARADIGM ASSET MANAGEMENT CO LLC600$265K0.07%new13F-HRTimeline
Boit C F David600$265K0.13%013F-HRTimeline
UniSuper Management Pty Ltd600$265K<0.01%-10013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…599$264K0.01%-53713F-HRTimelineGroup
Integrated Wealth Concepts LLC592$261K<0.01%-62913F-HRTimeline
OSSIAM592$261K<0.01%+33413F-HRTimeline
MAI Capital Management589$260K<0.01%+11513F-HRTimeline
World Investment Advisors589$260K0.01%new13F-HRTimeline
SIGNATUREFD, LLC587$259K<0.01%-7913F-HRTimeline
EAGLE GLOBAL ADVISORS LLC586$259K0.01%-2613F-HRTimeline
SUMMIT SECURITIES GROUP LLC573$253K0.09%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC567$251K<0.01%-8813F-HRTimelineGroup
Dakota Wealth Management566$250K0.01%013F-HRTimeline
FULLCIRCLE WEALTH LLC580$247K0.09%+11013F-HRTimeline
Legacy Trust556$246K0.06%013F-HRTimeline
Parkside Financial Bank & Trust554$245K0.03%-1913F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK551$243K<0.01%-3613F-HRTimelineGroup
Aureus Asset Management, LLC551$243K0.02%013F-HRTimeline
Prospect Financial Services LLC550$243K0.15%-1013F-HR/ATimeline
Magnetar Financial LLCin group Magnetar Financial LLC548$242K<0.01%new13F-HRTimelineGroup
Autumn Glory Partners, LLC548$242K0.11%013F-HRTimeline
Cordatus Wealth Management LLC542$239K0.06%+313F-HRTimeline
IFP Advisors, Inc316$237K0.01%-8613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC535$236K0.02%-4513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…530$234K0.02%-113F-HRTimeline
SYNOVUS FINANCIAL CORP522$231K<0.01%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC520$230K<0.01%+4413F-HR/ATimelineGroup
Breakwater Capital Group520$230K0.04%013F-HRTimeline
WOODSTOCK CORP517$228K0.02%013F-HRTimeline
WOLVERINE TRADING, LLC521$227K0.01%new13F-HRTimeline
KKM Financial LLC508$224K0.08%013F-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