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Disclosery

WSO WATSCO INC

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Stock (common), issuer CIK 105016

751 managers (769 13F filers) reported a position in WSO shares at 2025-12-31, 37,409,423 shares in all. 78 filers opened a position and 110 filers sold out during the quarter.

Managers
751
13F filers
769
New
78
Added
227
Reduced
322
Sold out
110
Shares held by filers
37,409,423

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LANARK FINANCIAL, INC.1,614$544K0.04%+21813F-HRTimeline
HB Wealth Management, LLC1,597$538K<0.01%+8713F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE1,592$536K<0.01%-4,03713F-HRTimelineGroup
FORA Capital, LLC1,584$534K0.06%-2,27213F-HRTimeline
Allworth Financial LP1,575$531K<0.01%+1,19613F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…1,559$525K<0.01%+3013F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding1,551$523K-77Timeline
Quantitative Investment Management, LLC1,543$519K0.05%new13F-HRTimeline
Rakuten Group, Inc.group of 2 filers holding1,480$517K-8,460Timeline
LGT Group Foundationin group LGT Group Foundation1,499$514K0.01%-12313F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/1,518$511K0.2%013F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.1,516$511K0.05%+3313F-HRTimeline
Boreal Capital Management LLC1,513$510K0.38%+18913F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC1,511$509K<0.01%013F-HRTimelineGroup
MOODY LYNN LIEBERSON & WALKER, LLC1,509$508K0.03%-7613F-HRTimeline
WEBSTER BANK, N. A.1,493$503K0.05%013F-HRTimeline
Compound Planning, Inc.1,486$501K0.01%-24613F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co1,481$499K0.02%-1013F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,461$492K0.08%-31713F-HRTimelineGroup
BOOTHBAY FUND MANAGEMENT, LLC1,426$480K0.01%+65913F-HRTimeline
ProShare Advisors LLC1,401$472K<0.01%-8413F-HRTimeline
LEVIN CAPITAL STRATEGIES, L.P.1,400$472K0.04%-20013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp1,395$470K<0.01%+41013F-HR/ATimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD1,384$466K<0.01%-64,73713F-HRTimelineGroup
Baader Bank Aktiengesellschaft1,384$466K0.04%new13F-HRTimeline
ADVOCATE GROUP LLC1,384$466K0.08%013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …1,219$457K0.02%-3813F-HRTimelineGroup
First Bank & Trust1,343$453K0.07%+21113F-HRTimeline
Baker Avenue Asset Management, LP1,323$446K0.01%-33113F-HRTimeline
Perbak Capital Partners LLP1,312$442K0.13%-2,18213F-HRTimeline
E. Ohman J:or Asset Management AB1,305$440K0.01%013F-HRTimeline
LVW Advisors, LLC1,285$433K0.04%-17713F-HRTimeline
Venture Visionary Partners LLC1,268$433K0.01%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,274$429K<0.01%-2313F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC1,270$428K0.03%013F-HRTimeline
Impact Capital Partners LLC1,259$424K0.13%-4813F-HRTimeline
Brooklyn Investment Group1,200$419K0.02%new13F-HRTimeline
Verity & Verity, LLC1,230$414K0.03%-5513F-HRTimeline
North Dakota State Investment Board1,225$413K0.02%13F-HRTimeline
OMERS ADMINISTRATION Corp1,219$411K<0.01%013F-HRTimeline
Freemont Management S.A.1,200$404K0.08%+80013F-HRTimeline
Tudor Financial Inc.1,195$403K0.21%013F-HRTimeline
Simplicity Wealth,LLC1,184$399K0.02%+56713F-HRTimeline
Scientech Research LLC1,183$399K0.25%new13F-HRTimeline
TRED AVON FAMILY WEALTH, LLC1,174$396K0.13%+513F-HRTimeline
Modera Wealth Management, LLC1,165$393K<0.01%+113F-HRTimeline
SHELTON CAPITAL MANAGEMENT1,164$392K0.01%-7113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,160$391K<0.01%-4913F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS1,155$389K<0.01%-3,41513F-HRTimeline
Mutual Advisors, LLC1,154$389K0.01%+1613F-HRTimeline
Pekao Towarzystwo Funduszy Inwestycyjny…1,154$389K0.32%13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,144$386K<0.01%-13913F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC1,128$380K0.03%new13F-HRTimeline
Illinois Municipal Retirement Fund1,122$378K<0.01%-3,23113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,113$375K0.02%-58513F-HRTimeline
ICW Investment Advisors LLC1,106$373K0.14%-3713F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…1,095$369K<0.01%-3213F-HRTimelineGroup
Koshinski Asset Management, Inc.1,093$368K0.02%-213F-HRTimeline
Modern Wealth Management, LLC1,087$366K0.01%+34813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,086$366K<0.01%-5313F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST1,081$364K0.03%-1,09913F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC951$358K0.02%-56913F-HRTimelineGroup
CERTIOR FINANCIAL GROUP, LLC1,061$357K0.24%+10713F-HRTimeline
Baker Ellis Asset Management LLC1,059$357K0.04%013F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …1,057$356K0.05%-1,85213F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP1,056$356K<0.01%-76713F-HRTimeline
Phillips Wealth Planners LLC924$356K0.29%+19713F-HRTimeline
Avidian Wealth Enterprises, LLC1,051$354K0.01%-6913F-HRTimeline
Quantum Private Wealth, LLC1,038$350K0.1%013F-HRTimeline
Private Advisor Group, LLC1,032$348K<0.01%+1713F-HRTimeline
71 West Capital Partners1,030$347K0.02%13F-HRTimeline
Obermeyer Wealth Partners1,024$345K0.02%-4,64713F-HRTimeline
PARK NATIONAL CORP /OH/1,019$343K0.01%-1213F-HRTimeline
GREENLEAF TRUST1,012$341K<0.01%+21613F-HRTimeline
PensionDanmark Pensionsforsikringsaktie…1,010$340K<0.01%13F-HRTimeline
TRUST POINT INC.1,009$340K0.03%-4313F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,000$337K0.03%013F-HRTimelineGroup
Clarius Group, LLC1,000$337K0.02%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC997$336K0.01%-19013F-HR/ATimeline
Park Place Capital Corp992$334K0.07%-5013F-HRTimeline
Parallel Advisors, LLC974$328K0.01%-30813F-HRTimeline
AE Wealth Management LLC972$328K<0.01%-1,06213F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…967$325K<0.01%+24213F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC804$324K<0.01%-4813F-HRTimelineGroup
Vise Technologies, Inc.963$324K0.01%+21613F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC959$323K0.03%-6613F-HRTimelineGroup
NewEdge Advisors, LLC929$313K<0.01%-65213F-HRTimeline
Tyche Wealth Partners LLC919$310K0.05%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …889$309K<0.01%new13F-HRTimelineGroup
ADELL HARRIMAN & CARPENTER INC913$308K0.02%-3213F-HRTimeline
K.J. Harrison & Partners Inc910$307K0.04%013F-HRTimeline
Valeo Financial Advisors, LLC908$306K0.01%+4913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC906$305K0.01%-3613F-HRTimeline
Arkadios Wealth Advisors905$305K0.01%-4313F-HRTimeline
Merit Financial Group, LLC902$304K<0.01%new13F-HRTimeline
Compass Ion Advisors, LLC893$301K0.03%+513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…876$295K0.02%+34613F-HRTimeline
Texas Bank & Trust Co875$295K0.11%new13F-HRTimeline
IFP Advisors, Inc869$293K0.01%+45313F-HRTimeline
Pine Valley Investments Ltd Liability Co868$292K0.01%013F-HRTimeline
Heritage Family Offices, LLP861$290K0.13%-16013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO858$289K<0.01%-3113F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department848$286K0.07%-9513F-HRTimelineGroup
Fieldview Capital Management, LLC838$282K0.05%new13F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP686$281K0.02%new13F-HRTimelineGroup
STRS OHIO834$281K<0.01%+213F-HRTimeline
BOSTON FAMILY OFFICE LLC835$281K0.02%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.827$279K<0.01%+2213F-HRTimelineGroup
BURNEY CO/817$275K0.01%-14313F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC810$273K0.02%013F-HRTimeline
PAX Financial Group, LLC806$272K0.05%-8213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.806$272K0.01%new13F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…802$270K<0.01%+413F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB783$264K0.01%-3013F-HRTimeline
JTC Employer Solutions Trustee Ltd780$263K0.02%013F-HRTimeline
Dorsey & Whitney Trust CO LLC778$262K0.01%-1113F-HRTimeline
SIMPLEX TRADING, LLC771$260K0.01%+72313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.762$257K<0.01%+55313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Heartwood Wealth Advisors LLC761$256K0.02%013F-HRTimeline
INTRUST BANK NA747$252K0.02%013F-HRTimeline
Vestcor Inc739$249K0.01%013F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG736$248K<0.01%013F-HRTimelineGroup
Aigen Investment Management, LP733$247K0.06%-1,40713F-HRTimeline
Taylor Hoffman Capital Management LLC724$244K0.07%013F-HRTimeline
Impact Partnership Wealth, LLC711$240K0.03%new13F-HRTimeline
Haverford Trust Co710$239K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC710$239K<0.01%+2613F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC709$239K0.02%+1113F-HRTimeline
PROFUND ADVISORS LLC707$238K0.01%-9813F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC706$238K0.05%new13F-HRTimelineGroup
SOMERVILLE KURT F700$236K0.04%-20013F-HRTimeline
Trivium Point Advisory, LLC700$236K0.02%-11813F-HRTimeline
GAMMA Investing LLC695$234K0.01%+4613F-HRTimeline
Fulcrum Capital LLC691$233K0.05%-7513F-HRTimeline
HM PAYSON & CO688$232K<0.01%-10013F-HRTimeline
GROESBECK INVESTMENT MANAGEMENT CORP /N…686$231K0.44%013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…684$230K<0.01%-46213F-HRTimelineGroup
Ellevest, Inc.675$227K0.03%-23313F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …671$226K<0.01%13F-HR/ATimelineGroup
Boit C F David600$225K0.1%013F-HRTimeline
Somerset Trust Co668$225K0.07%new13F-HRTimeline
ASR Vermogensbeheer N.V.667$225K<0.01%-713F-HRTimeline
Dakota Wealth Management658$222K<0.01%+6213F-HR/ATimeline
Checchi Capital Advisers, LLC657$221K0.02%-513F-HRTimeline
Whetstone Capital Advisors, LLC656$221K0.07%+6413F-HRTimeline
Woodline Partners LP643$217K<0.01%new13F-HRTimeline
Gibbs Wealth Management572$215K0.05%-6313F-HRTimeline
Marble Wealth, LLC635$214K0.03%13F-HRTimeline
AXQ CAPITAL, LP632$213K0.05%new13F-HRTimeline
Crestwood Advisors Group, LLC629$212K<0.01%+213F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD620$209K<0.01%+52013F-HRTimeline
Alpine Global Management, LLC615$207K0.05%new13F-HR/ATimeline
Legacy Capital Wealth Partners, LLC614$207K0.04%new13F-HRTimeline
FourThought Financial Partners, LLC610$205K0.02%+213F-HRTimeline
World Investment Advisors608$205K<0.01%+8713F-HR/ATimeline
TruNorth Capital Management, LLC606$204K0.04%+51413F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC600$202K0.05%013F-HRTimeline
UniSuper Management Pty Ltd600$202K<0.01%013F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …598$201K0.06%new13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC596$201K<0.01%-4,80613F-HRTimelineGroup
Parkside Financial Bank & Trust554$187K0.01%+913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/551$185K<0.01%+28713F-HRTimelineGroup
SIGNATUREFD, LLC511$172K<0.01%-5513F-HRTimeline
Arax Advisory Partners502$169K<0.01%-37213F-HRTimeline
Archer Investment Corp496$167K0.04%+14013F-HRTimeline
Siemens Fonds Invest GmbH479$164K0.01%-43613F-HRTimeline
SUMITOMO LIFE INSURANCE CO481$162K<0.01%-1,54613F-HRTimeline
Navera Investment Management Ltd.472$159K<0.01%new13F-HRTimeline
Hilltop National Bank454$153K0.04%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC449$151K<0.01%-29613F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…429$145K0.01%-67213F-HRTimelineGroup
Smartleaf Asset Management LLC421$145K0.01%-5313F-HRTimeline
Global Retirement Partners, LLC428$144K<0.01%+28813F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK421$142K<0.01%-6713F-HRTimelineGroup
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…420$142K<0.01%013F-HRTimelineGroup
V-Square Quantitative Management LLC408$137K0.01%new13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd350$118K0.01%013F-HRTimelineGroup
Fideuram Asset Management (Ireland) dac295$118K0.01%13F-HRTimeline
Oslo Pensjonsforsikring AS333$112K0.02%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors327$110K0.01%-7013F-HRTimelineGroup
Financial Network Wealth Advisors LLC322$109K0.11%-813F-HRTimeline
WHITTIER TRUST CO300$107K<0.01%-9813F-HRTimeline
CENTRAL TRUST Co315$106K<0.01%013F-HRTimeline
Blue Trust, Inc.315$106K<0.01%-23513F-HRTimeline
Root Financial Partners, LLC308$104K0.01%-1513F-HRTimeline
Covestor Ltd296$100K0.05%+713F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC295$99.4K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.260$87.6K<0.01%+7913F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…256$86.3K<0.01%013F-HRTimeline
TRUST CO OF VERMONT240$80.9K<0.01%013F-HRTimeline
LRI Investments, LLC231$77.8K0.01%+1513F-HRTimeline
MCF Advisors LLC214$72.1K<0.01%013F-HRTimeline
Larson Financial Group LLC212$71.6K<0.01%+2213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC194$69.3K<0.01%013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC166$59.5K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC174$58.6K<0.01%+5413F-HRTimeline
Roble, Belko & Company, Inc171$58K0.01%new13F-HRTimeline
OSTRUM ASSET MANAGEMENT170$57.3K<0.01%-5513F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.165$55.6K0.02%-1013F-HRTimeline
N.E.W. Advisory Services LLC160$53.9K<0.01%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