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Disclosery

WSO WATSCO INC

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Stock (common), issuer CIK 105016

768 managers (788 13F filers) reported a position in WSO shares at 2026-06-30, 37,792,597 shares in all. 90 filers opened a position and 71 filers sold out during the quarter.

Managers
768
13F filers
788
New
90
Added
244
Reduced
306
Sold out
71
Shares held by filers
37,792,597

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

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Livforsakringsbolaget Skandia, Omsesidi…256$107K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC255$106K<0.01%-24113F-HRTimelineGroup
Financial Network Wealth Advisors LLC246$103K0.1%-5513F-HRTimeline
CENTRAL TRUST Co240$100K<0.01%013F-HRTimeline
TRUST CO OF VERMONT237$98.8K<0.01%13F-HRTimeline
Larson Financial Group LLC220$91.7K<0.01%+1113F-HRTimeline
IFG Advisory, LLC194$81K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC201$78.3K<0.01%-213F-HRTimeline
Covestor Ltd172$72K0.04%-9013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC166$69.2K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC160$66.7K<0.01%013F-HRTimeline
Curat Global, LLC160$66.7K0.05%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.160$66.7K0.04%013F-HRTimeline
Blue Trust, Inc.159$66.3K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.147$61.3K0.01%new13F-HRTimeline
Graticule Asia Macro Advisors LLC147$61.3K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.147$61.1K<0.01%+113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV145$60.4K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.135$56.3K0.01%+513F-HRTimeline
MCF Advisors LLC132$55K<0.01%013F-HRTimeline
Commonwealth Retirement Investments LLC132$55K0.01%new13F-HRTimeline
Versant Capital Management, Inc118$49.2K<0.01%+8813F-HRTimeline
Golden State Wealth Management, LLC111$46.5K<0.01%+113F-HRTimeline
Elevated Capital Advisors, LLC109$45.6K0.01%-2013F-HRTimeline
Quarry LP107$44.6K0.01%-6013F-HRTimeline
Buck Wealth Strategies, LLC101$41.9K<0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST99$41.3K<0.01%013F-HRTimeline
BAYBAN87$36.3K0.03%013F-HRTimeline
Strengthening Families & Communities, L…86$35.8K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC85$35.6K<0.01%-1013F-HRTimeline
Measured Wealth Private Client Group, L…77$32.1K0.01%013F-HRTimeline
Manchester Capital Management LLC76$31.7K<0.01%+713F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…77$31.6K<0.01%+2313F-HRTimelineGroup
GoalVest Advisory LLC72$30K0.01%+513F-HRTimeline
Rossby Financial, LCC71$29.6K0.01%+913F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…70$29.2K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC70$29.2K0.01%+213F-HRTimeline
Salomon & Ludwin, LLC71$28.9K<0.01%-113F-HRTimeline
Lodestone Wealth Management LLC67$27.9K0.01%013F-HRTimeline
OSSIAM63$26.3K<0.01%new13F-HRTimeline
FIRST HORIZON CORP61$25.4K<0.01%-2813F-HRTimeline
PRIVATE TRUST CO NA60$25K<0.01%-113F-HRTimeline
First PREMIER Bank59$25K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.59$24.6K<0.01%-313F-HRTimeline
ENTRUST FINANCIAL LLC59$24.6K0.02%013F-HRTimeline
Keating Financial Advisory Services, In…58$24.2K<0.01%+3713F-HRTimeline
MCDONALD PARTNERS LLC55$22.9K0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC52$21.7K<0.01%-2013F-HRTimelineGroup
CVA Family Office, LLC52$21.7K<0.01%+3413F-HRTimeline
North Star Investment Management Corp.47$19.6K<0.01%013F-HRTimeline
Westfuller Advisors, LLC46$19.2K0.01%new13F-HRTimeline
Torren Management, LLC42$17.5K0.01%013F-HRTimeline
Solstein Capital, LLC42$17.5K0.01%013F-HRTimeline
Archer Investment Corp42$17.5K<0.01%013F-HR/ATimeline
WELLINGTON-ALTUS USA INC.48$17.5K0.01%013F-HRTimeline
West Branch Capital LLC41$17.1K<0.01%013F-HRTimeline
Legacy Bridge, LLC40$16.7K0.01%013F-HRTimeline
Bogart Wealth, LLC40$16.7K<0.01%013F-HRTimeline
Essential Partners LLC40$16.7K0.01%+3413F-HRTimeline
JFS WEALTH ADVISORS, LLC36$15K<0.01%+313F-HRTimeline
Virginia Estate & Retirement Planning A…36$15K0.02%new13F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK35$14.6K0.01%new13F-HRTimeline
Main Street Group, LTD35$14.6K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.34$14.2K<0.01%013F-HRTimeline
Winch Advisory Services, LLC30$12.6K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…30$12.5K<0.01%-2813F-HRTimelineGroup
Hartford Financial Management Inc.30$12.5K<0.01%-3413F-HRTimeline
Geneos Wealth Management Inc.30$12.5K<0.01%013F-HRTimeline
WPG Advisers, LLC30$12.5K0.01%+113F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC30$12.5K0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…29$12.1K<0.01%+1213F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.29$12.1K<0.01%+513F-HRTimelineGroup
IMG Wealth Management, Inc.29$12.1K0.01%013F-HRTimeline
Global X Japan Co., Ltd.28$11.7K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.26$10.8K<0.01%+1713F-HRTimeline
NFSG Corp25$10.4K<0.01%013F-HRTimeline
Activest Wealth Management25$10.4K<0.01%new13F-HRTimeline
Crewe Advisors LLC24$10K<0.01%+2013F-HRTimeline
Clearstead Trust, LLC21$8.75K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.21$8.75K0.01%-513F-HRTimeline
Birchwood Financial Partners, Inc.21$8.75K0.01%013F-HRTimeline
Advocate Investing Services LLC21$8.75K0.01%013F-HRTimeline
Fortitude Family Office, LLC20$8.34K<0.01%-213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC20$8.34K<0.01%013F-HRTimeline
Smithfield Trust Co20$8K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc19$7.92K<0.01%-913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…19$7.92K<0.01%+313F-HRTimelineGroup
SHP Wealth Management19$7.9K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton18$7.5K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.18$7.5K<0.01%013F-HRTimeline
Noble Wealth Management PBC18$7.5K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC17$7.08K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.16$6.67K<0.01%-213F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS17$6.67K<0.01%new13F-HRTimeline
Financial Life Planners16$6.64K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC15$6.25K<0.01%013F-HRTimelineGroup
Bell Investment Advisors, Inc15$6.25K<0.01%013F-HRTimeline
TD Capital Management LLC15$6.12K<0.01%013F-HRTimeline
Napier Financial, LLC14$5.83K<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC13$5.42K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC13$5.42K<0.01%+313F-HRTimeline
High Note Wealth, LLC13$5.42K<0.01%-113F-HRTimeline
Leonteq Securities AG12$5K<0.01%013F-HRTimeline
Bare Financial Services, Inc12$5K<0.01%+1113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC12$5K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.12$5K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC11$4.58K<0.01%-413F-HRTimeline
WOLFF WIESE MAGANA LLC11$4.58K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC11$4.58K<0.01%+513F-HRTimeline
Grove Bank & Trust11$4.58K<0.01%013F-HRTimeline
Markowski Investments10$4.23K<0.01%13F-HRTimeline
Hughes Financial Services, LLC10$4.17K<0.01%+413F-HRTimeline
Cornerstone Planning Group LLC11$3.98K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.9$3.75K<0.01%+513F-HR/ATimeline
Hilton Head Capital Partners, LLC9$3.75K<0.01%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC10$3.43K<0.01%13F-HRTimeline
LGT Financial Advisors LLC8$3.36K0.02%013F-HRTimeline
Plante Moran Financial Advisors, LLC8$3.33K<0.01%new13F-HRTimeline
Triumph Capital Management8$3.33K<0.01%+713F-HRTimeline
Cromwell Holdings LLC8$3.33K<0.01%+513F-HRTimeline
Copia Wealth Management8$3.33K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC7$2.92K<0.01%+613F-HRTimeline
Creative Capital Management Investments…7$2.92K<0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.6$2.58K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.6$2.5K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC6$2.5K<0.01%-3613F-HRTimeline
SBI Securities Co., Ltd.6$2.5K<0.01%+213F-HRTimeline
First Pacific Financial5$2.13K<0.01%013F-HRTimeline
S&T Bank/PA5$2.08K<0.01%+413F-HRTimeline
Asset Dedication, LLC5$2.08K<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC5$2.08K<0.01%+313F-HRTimeline
Bruce G. Allen Investments, LLC5$2.08K<0.01%013F-HRTimeline
Dunhill Financial, LLC4$2.02K<0.01%013F-HRTimeline
CX Institutional4$2K<0.01%013F-HRTimeline
Signature Equity Partners, LLC4$1.78K<0.01%013F-HRTimeline
Addison Advisors LLC4$1.67K<0.01%-713F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC4$1.67K<0.01%new13F-HRTimeline
Quent Capital, LLC3$1.33K<0.01%+113F-HRTimeline
Quaker Wealth Management, LLC3$1.25K<0.01%+213F-HRTimeline
True Wealth Design, LLC3$1.25K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.3$1.25K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC3$1.25K<0.01%+113F-HRTimeline
Global Trust Asset Management, LLC3$1.25K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC3$1.25K<0.01%-113F-HRTimeline
AMERIFLEX GROUP, INC.3$1.25K<0.01%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.3$1.25K<0.01%new13F-HR/ATimeline
MidFirst Bank3$1.25K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC2$834<0.01%+113F-HRTimeline
PFS Partners, LLC2$834<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2$833<0.01%013F-HRTimeline
Key Financial Inc2$833<0.01%013F-HRTimeline
LRI Investments, LLC2$833<0.01%new13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC2$833<0.01%new13F-HRTimeline
Millstone Evans Group, LLC2$833<0.01%013F-HRTimeline
Cornerstone Financial Management LLC2$833<0.01%-113F-HR/ATimeline
Sunrise Financial Services, LLC2$833<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC2$833<0.01%013F-HRTimeline
1015 Capital Partners, LLC2$833<0.01%013F-HRTimeline
Valued Wealth Advisors LLC1$417<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1$417<0.01%013F-HRTimelineGroup
American Capital Advisory, LLC1$417<0.01%013F-HRTimeline
Seneschal Advisors, LLC1$417<0.01%013F-HRTimeline
Aventura Private Wealth, LLC1$417<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC1$408<0.01%-113F-HRTimeline
Raleigh Capital Management Inc.0$29<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Avion Wealth2$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Coston, McIsaac & Partners2$00%013F-HRTimelineValue filed as zero, left out of ratios.
ARVEST INVESTMENTS, INC.0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.