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Disclosery

WSO WATSCO INC

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Stock (common), issuer CIK 105016

753 managers (772 13F filers) reported a position in WSO shares at 2026-03-31, 38,280,905 shares in all. 90 filers opened a position and 85 filers sold out during the quarter.

Managers
753
13F filers
772
New
90
Added
288
Reduced
242
Sold out
85
Shares held by filers
38,280,905

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
JOURNEY RETIREMENT PLANNING & INVESTMEN…1,594$580K0.51%-3,55113F-HRTimeline
Allworth Financial LP1,573$572K<0.01%-213F-HRTimeline
Phillips Wealth Planners LLC1,342$570K0.43%+41813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,558$567K0.01%+79613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding1,552$564K+1Timeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…1,549$564K<0.01%-1013F-HRTimelineGroup
Graham Capital Management, L.P.1,547$563K0.02%-2,42213F-HRTimeline
Beacon Pointe Advisors, LLC1,536$559K<0.01%-10613F-HRTimeline
Koshinski Asset Management, Inc.1,523$554K0.03%+43013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,518$552K0.2%013F-HRTimelineGroup
Integrated Wealth Concepts LLC1,513$550K<0.01%new13F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC1,511$550K<0.01%013F-HRTimelineGroup
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co1,510$549K0.03%+2913F-HRTimelineGroup
MOODY LYNN LIEBERSON & WALKER, LLC1,509$549K0.03%013F-HRTimeline
OLD NATIONAL BANCORP /IN/1,507$548K0.01%-53913F-HRTimeline
LGT Group Foundationin group LGT Group Foundation1,499$545K0.01%013F-HRTimelineGroup
WEBSTER BANK, N. A.1,493$543K0.05%013F-HRTimeline
GAMMA Investing LLC1,471$535K0.02%+77613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,439$524K<0.01%+88813F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,435$522K0.04%-2613F-HRTimelineGroup
BOOTHBAY FUND MANAGEMENT, LLC1,429$520K0.01%+313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,423$518K0.05%-43613F-HRTimelineGroup
Tyche Wealth Partners LLC1,412$514K0.08%+49313F-HRTimeline
ProShare Advisors LLC1,401$510K<0.01%013F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD1,384$503K<0.01%013F-HRTimelineGroup
ADVOCATE GROUP LLC1,384$503K0.08%013F-HRTimeline
Merit Financial Group, LLC1,373$500K<0.01%+47113F-HRTimeline
Simplicity Wealth,LLC1,373$499K0.03%+18913F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC1,326$499K0.02%new13F-HRTimelineGroup
Woodline Partners LP1,367$497K<0.01%+72413F-HR/ATimeline
Park Place Capital Corp1,362$495K0.1%+37013F-HRTimeline
ICW Investment Advisors LLC1,343$488K0.18%+23713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,340$487K0.01%+43413F-HRTimeline
Baker Avenue Asset Management, LP1,339$487K0.01%+1613F-HRTimeline
Avidian Wealth Enterprises, LLC1,329$483K0.02%+27813F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC1,329$483K0.03%+37013F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT1,320$480K0.01%new13F-HRTimeline
Unified Investment Management1,312$477K0.49%new13F-HRTimeline
TRED AVON FAMILY WEALTH, LLC1,312$477K0.16%+13813F-HRTimeline
E. Ohman J:or Asset Management AB1,305$475K0.01%013F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP1,294$471K<0.01%+23813F-HRTimeline
Davidson Kahn Capital Management, LLC1,292$470K0.25%-1,90613F-HRTimeline
Saudi Central Bank1,289$469K0.01%new13F-HRTimeline
First Bank & Trust1,252$455K0.07%-9113F-HRTimeline
Empowered Funds, LLC1,239$451K<0.01%new13F-HR/ATimeline
Citizens Business Bank1,239$451K0.07%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,229$447K<0.01%-4513F-HRTimeline
TD Waterhouse Canada Inc.1,182$444K<0.01%+92213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,216$442K0.01%-70813F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC1,214$442K0.05%new13F-HRTimeline
Tudor Financial Inc.1,195$435K0.22%013F-HR/ATimeline
Sterling Capital Management LLC1,168$425K0.01%-89513F-HRTimeline
SHELTON CAPITAL MANAGEMENT1,164$423K0.01%013F-HRTimeline
Modera Wealth Management, LLC1,162$423K0.01%-313F-HRTimeline
LVW Advisors, LLC1,160$422K0.04%-12513F-HRTimeline
Mutual Advisors, LLC1,158$421K0.01%+413F-HRTimeline
Verity & Verity, LLC1,155$420K0.03%-7513F-HRTimeline
Significant Wealth Partners LLC1,154$420K0.52%new13F-HRTimeline
Impact Capital Partners LLC1,153$419K0.13%-10613F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,136$413K0.02%+2313F-HRTimeline
Patten Group, Inc.1,134$413K0.07%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,119$407K<0.01%-4113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,115$406K<0.01%+2913F-HRTimelineGroup
CERTIOR FINANCIAL GROUP, LLC1,115$406K0.26%+5413F-HRTimeline
Freemont Management S.A.1,100$400K0.07%-10013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,092$397K<0.01%-5213F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC1,084$394K<0.01%-2,07513F-HRTimelineGroup
Baker Ellis Asset Management LLC1,059$385K0.05%013F-HRTimeline
GREENLEAF TRUST1,056$384K<0.01%+4413F-HRTimeline
Texas Yale Capital Corp.1,042$379K0.01%new13F-HRTimeline
Compass Ion Advisors, LLC1,040$378K0.04%+14713F-HRTimeline
Quantum Private Wealth, LLC1,038$377K0.12%013F-HRTimeline
Modern Wealth Management, LLC997$375K0.01%-9013F-HRTimeline
71 West Capital Partners1,030$375K0.02%013F-HRTimeline
Ballentine Partners, LLC1,029$374K0.01%new13F-HRTimeline
PARK NATIONAL CORP /OH/1,019$371K0.01%013F-HRTimeline
North Dakota State Investment Board1,017$370K0.02%-20813F-HRTimeline
PensionDanmark Pensionsforsikringsaktie…1,010$367K<0.01%013F-HRTimeline
Osmosis Investment Management UK Ltd1,004$365K0.01%new13F-HRTimeline
Argent Trust Co1,003$365K0.01%-4,06313F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,000$364K0.03%013F-HRTimelineGroup
AE Wealth Management LLC987$359K<0.01%+1513F-HRTimeline
Venture Visionary Partners LLC985$358K0.01%-28313F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…987$358K<0.01%+2013F-HRTimelineGroup
OSTRUM ASSET MANAGEMENT973$354K0.02%+80313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…931$350K0.02%+5513F-HRTimeline
Parallel Advisors, LLC954$347K0.01%-2013F-HR/ATimeline
Autumn Glory Partners, LLC950$346K0.13%new13F-HRTimeline
TRUST POINT INC.946$344K0.03%-6313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC926$337K<0.01%+12213F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC923$336K0.02%new13F-HRTimeline
ADELL HARRIMAN & CARPENTER INC913$332K0.02%013F-HRTimeline
Arkadios Wealth Advisors912$332K0.01%+713F-HRTimeline
K.J. Harrison & Partners Inc910$331K0.05%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd899$327K0.01%-9,19213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding895$326K-1,270Timeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …865$325K<0.01%-2413F-HRTimelineGroup
Vise Technologies, Inc.963$324K0.01%013F-HRTimeline
Private Advisor Group, LLC891$324K<0.01%-14113F-HRTimeline
Gibbs Wealth Management891$324K0.04%+31913F-HRTimeline
Lombard Odier Asset Management (USA) Co…886$322K0.17%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…884$321K<0.01%-2,19413F-HRTimelineGroup
Texas Bank & Trust Co875$318K0.12%013F-HRTimeline
Pine Valley Investments Ltd Liability Co868$316K0.02%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department848$308K0.08%013F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC835$304K0.02%013F-HRTimeline
STRS OHIO832$303K<0.01%-213F-HRTimeline
BURNEY CO/832$303K0.01%+1513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.831$302K<0.01%+413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC825$300K<0.01%-2,73813F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB819$298K0.01%+3613F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC810$295K0.02%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO808$294K<0.01%-5013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…806$293K<0.01%+413F-HRTimelineGroup
CWM, LLCin group CWM, LLC793$289K<0.01%+8313F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC784$285K0.02%+613F-HRTimeline
JTC Employer Solutions Trustee Ltd780$284K0.02%013F-HRTimeline
IFP Advisors, Inc779$283K0.01%-9013F-HRTimeline
Heartwood Wealth Advisors LLC761$277K0.02%013F-HRTimeline
NewEdge Advisors, LLC757$275K<0.01%-17213F-HR/ATimeline
Pekao Towarzystwo Funduszy Inwestycyjny…752$274K0.2%-40213F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG736$268K<0.01%013F-HRTimelineGroup
Taylor Hoffman Capital Management LLC731$266K0.08%+713F-HRTimeline
Vestcor Inc727$264K0.01%-1213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC719$262K<0.01%new13F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC709$258K0.02%013F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP708$258K0.02%+2213F-HRTimelineGroup
Dakota Wealth Management706$257K0.01%+4813F-HR/ATimeline
INTRUST BANK NA703$256K0.02%-4413F-HRTimeline
GROESBECK INVESTMENT MANAGEMENT CORP /N…697$254K0.49%+1113F-HRTimeline
Fulcrum Capital LLC691$251K0.05%013F-HRTimeline
Advisory Services Network, LLC689$251K<0.01%new13F-HRTimeline
Valeo Financial Advisors, LLC686$250K0.01%-22213F-HRTimeline
Legacy Capital Wealth Partners, LLC684$249K0.05%+7013F-HRTimeline
Somerset Trust Co684$249K0.08%+1613F-HRTimeline
ASR Vermogensbeheer N.V.683$248K<0.01%+1613F-HRTimeline
Roehl & Yi Investment Advisors, LLC680$247K0.09%new13F-HRTimeline
Thrive Wealth Management, LLC676$246K0.04%new13F-HRTimeline
Whetstone Capital Advisors, LLC668$243K0.09%+1213F-HRTimeline
Fisher Asset Management, LLC667$243K<0.01%new13F-HRTimeline
PAX Financial Group, LLC667$243K0.04%-13913F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …662$241K0.07%+6413F-HRTimeline
World Investment Advisors660$240K<0.01%+5213F-HRTimeline
Trivium Point Advisory, LLC652$237K0.04%-4813F-HRTimeline
Catalyst Funds Management Pty Ltd645$235K0.04%new13F-HRTimeline
Apella Capital, LLC539$232K<0.01%new13F-HRTimeline
Checchi Capital Advisers, LLC636$231K0.02%-2113F-HRTimeline
FourThought Financial Partners, LLC635$231K0.02%+2513F-HRTimeline
PROFUND ADVISORS LLC634$231K0.01%-7313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC634$231K0.01%new13F-HRTimeline
Smartleaf Asset Management LLC656$229K0.01%+23513F-HRTimeline
Crestwood Advisors Group, LLC613$223K<0.01%-1613F-HRTimeline
RiverFront Investment Group, LLC610$222K<0.01%new13F-HRTimeline
TruNorth Capital Management, LLC606$220K0.04%013F-HRTimeline
Ashton Thomas Private Wealth, LLC601$219K0.01%new13F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC600$218K0.05%013F-HRTimeline
Boit C F David600$218K0.1%013F-HRTimeline
DV Trading LLC600$218K0.02%new13F-HRTimeline
UniSuper Management Pty Ltd600$218K<0.01%013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…589$215K<0.01%new13F-HRTimelineGroup
HM PAYSON & CO588$214K<0.01%-10013F-HRTimeline
Oslo Pensjonsforsikring AS587$214K0.03%+25413F-HRTimeline
EAGLE GLOBAL ADVISORS LLC586$213K0.01%new13F-HRTimeline
Hilltop National Bank585$213K0.05%+13113F-HRTimeline
SIGNATUREFD, LLC583$212K<0.01%+7213F-HRTimeline
BOYAR ASSET MANAGEMENT INC.583$212K0.12%new13F-HRTimeline
Biltmore Family Office, LLC582$212K0.03%new13F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC574$209K0.01%-69613F-HRTimeline
DC Investments Management, LLC567$206K0.08%new13F-HRTimeline
Impact Partnership Wealth, LLC562$204K0.03%-14913F-HRTimeline
Parkside Financial Bank & Trust555$202K0.02%+113F-HRTimeline
Independent Wealth Network Inc.553$201K0.06%new13F-HRTimeline
Legacy Trust551$200K0.04%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC496$181K<0.01%+4713F-HRTimelineGroup
SUMITOMO LIFE INSURANCE CO497$181K<0.01%+1613F-HRTimeline
Siemens Fonds Invest GmbH479$174K0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK477$174K<0.01%+5613F-HRTimelineGroup
V-Square Quantitative Management LLC471$171K0.02%+6313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…443$161K<0.01%+1413F-HR/ATimelineGroup
WHITTIER TRUST CO388$147K<0.01%+8813F-HRTimeline
Navera Investment Management Ltd.379$138K<0.01%-9313F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors374$136K0.02%+4713F-HRTimelineGroup
Root Financial Partners, LLC357$130K0.01%+4913F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd350$127K<0.01%013F-HRTimelineGroup
Financial Network Wealth Advisors LLC301$110K0.11%-2113F-HRTimeline
FIL Ltdin group FIL Ltd275$100K<0.01%+23013F-HRTimelineGroup
Covestor Ltd262$95K0.07%-3413F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…256$93.1K<0.01%013F-HRTimeline
Arax Advisory Partners246$89.5K<0.01%-25613F-HRTimeline
CENTRAL TRUST Co240$87.3K<0.01%-7513F-HRTimeline
MATHER GROUP, LLC.231$84K<0.01%new13F-HRTimeline
BAMCO INC /NY/in group Baron Capital227$82.6K<0.01%+12413F-HRTimelineGroup
Walleye Trading LLCin group Walleye Capital LLC214$77.9K<0.01%+20413F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC203$76.8K<0.01%+913F-HRTimeline
Larson Financial Group LLC209$75.9K<0.01%-313F-HRTimeline
FNY Investment Advisers, LLC200$72K0.03%new13F-HRTimeline
Quarry LP167$60.8K0.01%+5613F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC166$60.4K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.160$58.2K0.04%-513F-HRTimeline
N.E.W. Advisory Services LLC160$58.2K<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