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Disclosery

WSO WATSCO INC

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Stock (common), issuer CIK 105016

760 managers (781 13F filers) reported a position in WSO shares at 2025-09-30, 36,088,283 shares in all. 70 filers opened a position and 94 filers sold out during the quarter.

Managers
760
13F filers
781
New
70
Added
264
Reduced
301
Sold out
94
Shares held by filers
36,088,283

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
LGT Group Foundationin group LGT Group Foundation1,622$655K0.01%-1,14913F-HRTimelineGroup
LEVIN CAPITAL STRATEGIES, L.P.1,600$647K0.06%new13F-HRTimeline
GC Wealth Management RIA, LLC1,589$642K0.02%+35213F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC1,585$641K0.03%+4413F-HRTimeline
NewEdge Advisors, LLC1,581$639K<0.01%-1,50313F-HRTimeline
National Pension Service1,545$625K<0.01%+90313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC1,535$621K0.02%-70713F-HRTimelineGroup
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…1,529$618K<0.01%+22613F-HRTimelineGroup
EntryPoint Capital, LLC1,521$615K0.24%new13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,518$614K0.24%-92413F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,518$614K0.03%+32913F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC1,511$611K<0.01%+1,03413F-HRTimelineGroup
HB Wealth Management, LLC1,510$611K<0.01%-5613F-HRTimeline
WEBSTER BANK, N. A.1,493$604K0.06%013F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co1,491$603K0.03%-4313F-HRTimelineGroup
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC1,520$603K0.05%-6813F-HRTimelineGroup
ProShare Advisors LLC1,485$600K<0.01%-6113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,483$600K0.07%+213F-HRTimeline
BHK Investment Advisors, LLC1,471$595K0.22%013F-HRTimeline
LVW Advisors, LLC1,462$591K0.06%-20213F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson1,423$576K<0.01%013F-HRTimelineGroup
Semanteon Capital Management, LP1,404$568K0.71%-1,91013F-HRTimeline
LANARK FINANCIAL, INC.1,396$564K0.04%+20513F-HRTimeline
ADVOCATE GROUP LLC1,384$560K0.09%013F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A1,364$551K<0.01%13F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,361$550K<0.01%-2513F-HRTimelineGroup
Boreal Capital Management LLC1,324$535K0.43%+22413F-HRTimeline
Lombard Odier Asset Management (USA) Co…1,317$532K0.12%-7,17613F-HRTimeline
Impact Capital Partners LLC1,307$528K0.16%-13413F-HRTimeline
E. Ohman J:or Asset Management AB1,305$528K0.01%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,297$524K<0.01%+1613F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP1,294$523K0.01%new13F-HRTimelineGroup
Verity & Verity, LLC1,285$519K0.04%-3713F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,283$519K0.01%-12713F-HRTimeline
Parallel Advisors, LLC1,282$519K0.01%-3913F-HRTimeline
Alamea Verwaltungs GmbH1,270$513K0.35%013F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC1,270$513K0.03%013F-HRTimeline
SHELTON CAPITAL MANAGEMENT1,235$499K0.01%013F-HRTimeline
Mayflower Financial Advisors, LLC1,223$494K0.06%-19813F-HRTimeline
OMERS ADMINISTRATION Corp1,219$493K<0.01%013F-HRTimeline
Blueshift Asset Management, LLC1,214$491K0.15%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,209$489K<0.01%-29913F-HRTimeline
Drucker Wealth 3.0, LLC1,203$486K0.09%new13F-HRTimeline
Tudor Financial Inc.1,195$483K0.26%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,187$480K0.01%-1413F-HRTimeline
TRED AVON FAMILY WEALTH, LLC1,169$473K0.16%13F-HRTimeline
Callan Family Office, LLC1,168$472K0.02%-1,13813F-HRTimeline
Modera Wealth Management, LLC1,164$471K0.01%-1613F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…1,146$463K0.01%new13F-HRTimelineGroup
ICW Investment Advisors LLC1,143$462K0.17%+22413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,139$461K<0.01%+14513F-HRTimelineGroup
First Bank & Trust1,132$458K0.08%-5313F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…1,127$456K<0.01%-70113F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding1,257$454K-557Timeline
Avidian Wealth Enterprises, LLC1,120$453K0.02%+1113F-HRTimeline
Federation des caisses Desjardins du Qu…1,119$452K<0.01%-66913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,101$445K0.02%-3,04613F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,098$444K<0.01%-19813F-HRTimelineGroup
Koshinski Asset Management, Inc.1,095$443K0.03%+10513F-HRTimeline
Baker Ellis Asset Management LLC1,059$428K0.05%new13F-HRTimeline
TRUST POINT INC.1,052$425K0.03%+8113F-HRTimeline
Park Place Capital Corp1,042$421K0.09%013F-HRTimeline
Quantum Private Wealth, LLC1,038$419K0.12%013F-HRTimeline
PARK NATIONAL CORP /OH/1,031$417K0.01%-1113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC1,025$414K0.04%+313F-HRTimelineGroup
Heritage Family Offices, LLP1,021$413K0.19%-6513F-HRTimeline
Private Advisor Group, LLC1,015$410K<0.01%-41513F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC1,012$409K<0.01%+34613F-HRTimelineGroup
Mutual Advisors, LLC1,138$409K0.01%+25213F-HRTimeline
Empowered Funds, LLC1,002$405K<0.01%-4,97013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,000$404K0.03%013F-HRTimelineGroup
Clarius Group, LLC1,000$404K0.02%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp985$398K<0.01%-30413F-HRTimelineGroup
PINEBRIDGE INVESTMENTS, L.P.967$391K<0.01%-3,94813F-HRTimeline
BURNEY CO/960$388K0.01%013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC954$386K0.26%+1413F-HRTimeline
Arkadios Wealth Advisors948$383K0.01%+3813F-HRTimeline
ADELL HARRIMAN & CARPENTER INC945$382K0.02%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department943$381K0.1%+48513F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC942$381K0.01%+21813F-HRTimeline
K.J. Harrison & Partners Inc910$374K0.05%-7,15013F-HRTimeline
EVERPAR ADVISORS LLC922$373K0.15%-713F-HRTimeline
Siemens Fonds Invest GmbH915$370K0.02%-113F-HRTimeline
Ellevest, Inc.908$367K0.05%-4313F-HRTimeline
SOMERVILLE KURT F900$364K0.06%+10013F-HRTimeline
Balefire, LLC897$363K0.07%new13F-HRTimeline
Texas Yale Capital Corp.891$360K0.01%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO889$359K0.01%-2013F-HRTimeline
PAX Financial Group, LLC888$359K0.06%+4413F-HRTimeline
Compass Ion Advisors, LLC888$359K0.03%-1713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP885$358K<0.01%+39313F-HRTimelineGroup
Waterloo Capital, L.P.883$357K0.03%+713F-HRTimeline
Arax Advisory Partners874$354K0.01%+66313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC872$353K0.02%-6913F-HRTimeline
Institute for Wealth Management, LLC.869$351K0.04%new13F-HRTimeline
Pine Valley Investments Ltd Liability Co868$351K0.02%013F-HRTimeline
Valeo Financial Advisors, LLC859$347K0.01%-17613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC852$345K<0.01%-27713F-HRTimelineGroup
OSSIAM841$340K<0.01%+24913F-HRTimeline
BOSTON FAMILY OFFICE LLC835$338K0.02%013F-HRTimeline
STRS OHIO832$336K<0.01%013F-HRTimeline
Trivium Point Advisory, LLC818$331K0.03%-12113F-HRTimeline
Cynosure Group, LLC814$329K0.04%013F-HR/ATimeline
MassMutual Private Wealth & Trust, FSB813$329K0.01%-3313F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC810$327K0.02%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.805$325K<0.01%+1013F-HRTimelineGroup
PROFUND ADVISORS LLC805$325K0.01%+3613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…798$323K<0.01%+1213F-HRTimelineGroup
GREENLEAF TRUST796$322K<0.01%+2813F-HRTimeline
Dorsey & Whitney Trust CO LLC789$319K0.02%+1213F-HRTimeline
HM PAYSON & CO788$319K<0.01%-10013F-HRTimeline
JTC Employer Solutions Trustee Ltd780$316K0.03%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…781$316K0.01%-62613F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC767$310K0.01%new13F-HRTimeline
Fulcrum Capital LLC766$310K0.06%+9513F-HRTimeline
Heartwood Wealth Advisors LLC761$308K0.03%013F-HRTimeline
Vise Technologies, Inc.747$302K0.01%+10513F-HRTimeline
INTRUST BANK NA747$302K0.03%-4813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC745$302K<0.01%+14413F-HRTimelineGroup
Vestcor Inc739$299K0.01%-213F-HRTimeline
Modern Wealth Management, LLC739$299K0.01%-1713F-HRTimeline
Phillips Wealth Planners LLC727$298K0.25%+4813F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG736$298K<0.01%-20,16413F-HRTimelineGroup
Taylor Hoffman Capital Management LLC724$293K0.09%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…725$292K<0.01%+213F-HRTimelineGroup
Yarbrough Capital, LLC716$289K0.01%013F-HRTimeline
Haverford Trust Co710$287K<0.01%-9213F-HRTimeline
TWO SIGMA SECURITIES, LLC699$283K0.04%-5,66713F-HRTimeline
Sound View Wealth Advisors Group, LLC698$282K0.02%013F-HRTimeline
Sequoia Financial Advisors, LLC689$278K<0.01%-48013F-HRTimeline
GROESBECK INVESTMENT MANAGEMENT CORP /N…686$277K0.54%013F-HRTimeline
CWM, LLCin group CWM, LLC684$277K<0.01%-10913F-HRTimelineGroup
ASR Vermogensbeheer N.V.674$272K<0.01%-813F-HRTimeline
Arete Wealth Advisors, LLC668$270K0.02%-213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC663$268K<0.01%-88,45213F-HRTimelineGroup
Checchi Capital Advisers, LLC662$268K0.02%-3113F-HRTimeline
Thrive Wealth Management, LLC654$264K0.04%-11713F-HRTimeline
GAMMA Investing LLC649$262K0.01%-11713F-HRTimeline
QUADRANT CAPITAL GROUP LLC638$258K0.01%-14513F-HRTimeline
Gibbs Wealth Management635$257K0.06%-11713F-HRTimeline
Graham Capital Management, L.P.631$255K0.01%-6,36913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC630$255K0.02%+58913F-HRTimeline
Crestwood Advisors Group, LLC627$254K<0.01%-3313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC617$250K<0.01%+813F-HRTimeline
Simplicity Wealth,LLC617$249K0.01%new13F-HRTimeline
Enhancing Capital LLC617$249K0.18%-19513F-HRTimeline
Blue Barn Wealth, LLC609$246K0.11%013F-HRTimeline
FULLCIRCLE WEALTH LLC686$246K0.09%+10613F-HRTimeline
FourThought Financial Partners, LLC608$246K0.02%+113F-HRTimeline
Rafferty Asset Management, LLC603$244K<0.01%-613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC601$243K<0.01%+3413F-HRTimelineGroup
PARADIGM ASSET MANAGEMENT CO LLC600$243K0.06%013F-HRTimeline
Boit C F David600$243K0.11%013F-HRTimeline
UniSuper Management Pty Ltd600$243K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…530$241K0.02%013F-HRTimeline
Bayesian Capital Management, LP597$241K0.05%new13F-HRTimeline
Dakota Wealth Management596$241K<0.01%+3013F-HR/ATimeline
Whetstone Capital Advisors, LLC592$239K0.07%new13F-HRTimeline
EAGLE GLOBAL ADVISORS LLC586$237K0.01%013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA573$232K0.01%+10113F-HRTimeline
INTEGRITY ALLIANCE, LLC.572$231K0.01%+8713F-HRTimeline
SIGNATUREFD, LLC566$229K<0.01%-2113F-HRTimeline
Legacy Trust556$225K0.04%013F-HRTimeline
Aureus Asset Management, LLC551$223K0.01%013F-HRTimeline
Blue Trust, Inc.550$222K<0.01%+17213F-HRTimeline
Prospect Financial Services LLC550$222K0.13%013F-HRTimeline
Autumn Glory Partners, LLC548$222K0.09%013F-HRTimeline
Cordatus Wealth Management LLC546$221K0.05%+413F-HRTimeline
Parkside Financial Bank & Trust545$220K0.02%-913F-HRTimeline
MQS Management LLC544$220K0.13%-28913F-HRTimeline
Advisory Services Network, LLC542$219K<0.01%-7013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd540$219K<0.01%-46813F-HRTimelineGroup
SATURNA CAPITAL CORP537$217K<0.01%-2,51413F-HRTimeline
Ashton Thomas Private Wealth, LLC536$217K0.01%+5113F-HRTimeline
TOWNSQUARE CAPITAL LLC533$215K0.03%-1,65313F-HRTimeline
SYNOVUS FINANCIAL CORP522$211K<0.01%013F-HRTimeline
World Investment Advisors521$211K<0.01%-6813F-HRTimeline
Breakwater Capital Group520$210K0.03%013F-HRTimeline
WOODSTOCK CORP517$209K0.02%013F-HRTimeline
Tower Wealth Partners, Inc.513$207K0.11%+1113F-HRTimeline
River Wealth Advisors LLC500$202K0.02%013F-HRTimeline
Bedel Financial Consulting, Inc.500$202K0.03%013F-HRTimeline
Patten Group, Inc.495$200K0.04%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK488$197K<0.01%-6313F-HRTimelineGroup
Smartleaf Asset Management LLC474$190K0.01%+27113F-HRTimeline
Curat Global, LLC460$186K0.17%013F-HRTimeline
Hilltop National Bank454$184K0.05%+3013F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…420$170K<0.01%-5,00513F-HRTimelineGroup
IFP Advisors, Inc416$168K<0.01%+10013F-HR/ATimeline
WHITTIER TRUST CO398$165K<0.01%013F-HRTimeline
Promus Capital, LLC408$165K0.11%new13F-HRTimeline
Freemont Management S.A.400$162K0.13%-3,20013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors397$160K0.02%+1813F-HRTimelineGroup
Allworth Financial LP379$153K<0.01%+8113F-HRTimeline
Strengthening Families & Communities, L…323$152K0.03%+30713F-HRTimeline
Icon Wealth Advisors, LLC357$144K0.01%-7613F-HRTimeline
Archer Investment Corp356$144K0.03%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd350$142K0.01%+5013F-HRTimelineGroup
Oslo Pensjonsforsikring AS333$135K0.02%+25913F-HRTimeline
Financial Network Wealth Advisors LLC330$133K0.15%+4313F-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