Skip to content
Disclosery

WSO WATSCO INC

Follow

Stock (common), issuer CIK 105016

806 managers (824 13F filers) reported a position in WSO shares at 2024-12-31, 35,346,941 shares in all. 68 filers opened a position and 65 filers sold out during the quarter.

Managers
806
13F filers
824
New
68
Added
273
Reduced
307
Sold out
65
Shares held by filers
35,346,941

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Gibbs Wealth Management524$248K0.07%+11613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…527$247K0.02%-233,11613F-HRTimeline
Cordatus Wealth Management LLC519$246K0.06%+513F-HRTimeline
QUADRANT CAPITAL GROUP LLC518$245K0.02%-6213F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC516$245K<0.01%new13F-HRTimelineGroup
Sava Infond d.o.o.515$244K0.04%13F-HRTimeline
KKM Financial LLC508$241K0.1%013F-HRTimeline
SEEDS INVESTOR LLC505$239K0.07%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP504$239K<0.01%013F-HR/ATimelineGroup
River Wealth Advisors LLC502$238K0.03%+213F-HRTimeline
Bedel Financial Consulting, Inc.500$237K0.03%013F-HRTimeline
Aigen Investment Management, LP500$237K0.04%-63513F-HRTimeline
1834 INVESTMENT ADVISORS CO495$235K0.03%013F-HRTimeline
SYNOVUS FINANCIAL CORP493$234K<0.01%013F-HRTimeline
Breakwater Capital Group491$233K0.05%013F-HRTimeline
Robertson Stephens Wealth Management, L…489$232K0.01%-86213F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department489$232K0.08%13F-HRTimelineGroup
Tower Wealth Partners, Inc.482$228K0.12%013F-HRTimeline
Freedom Investment Management, Inc.481$228K0.02%-5613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.478$227K0.01%new13F-HR/ATimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC477$226K<0.01%-67513F-HRTimelineGroup
MAI Capital Management477$226K<0.01%new13F-HRTimeline
Metis Global Partners, LLC472$224K0.01%+4113F-HRTimeline
LRI Investments, LLC472$224K0.02%013F-HRTimeline
LifeWealth Investments, LLC465$220K0.15%13F-HRTimeline
Independent Advisor Alliance465$220K<0.01%new13F-HRTimeline
SageView Advisory Group, LLC465$220K0.01%+3113F-HRTimeline
Berry Wealth Group, LP463$219K0.16%+5313F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC462$219K0.02%013F-HRTimelineGroup
Wealthfront Advisers LLC455$216K<0.01%+1713F-HR/ATimeline
OARSMAN CAPITAL, INC.453$215K0.04%013F-HRTimeline
Trinity Financial Advisors LLC452$212K0.08%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.445$211K<0.01%013F-HR/ATimelineGroup
Tradition Wealth Management, LLC444$211K0.02%-11713F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd439$208K0.15%-72813F-HRTimelineGroup
Fund 1 Investments, LLCin group Fund 1 Investments, LLC438$208K0.03%new13F-HRTimelineGroup
BALDWIN WEALTH PARTNERS LLC/MA431$204K0.01%-4413F-HRTimeline
Bridgefront Capital, LLC429$203K0.07%new13F-HRTimeline
Rodgers Brothers Inc.426$202K0.03%-713F-HRTimeline
Koshinski Asset Management, Inc.423$200K0.02%+1213F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC423$200K0.08%013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …423$200K<0.01%new13F-HRTimelineGroup
HM PAYSON & CO410$194K<0.01%013F-HRTimeline
Promus Capital, LLC400$190K0.15%13F-HR/ATimeline
IFP Advisors, Inc390$188K0.01%-14213F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors394$187K0.03%-513F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.373$177K<0.01%+4313F-HRTimelineGroup
OSSIAM369$175K<0.01%-11013F-HRTimeline
SG Americas Securities, LLC362$172K<0.01%-21113F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…356$169K0.01%013F-HRTimeline
Covestor Ltd353$168K0.11%+1713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC341$162K<0.01%+2613F-HRTimelineGroup
Hilltop National Bank321$152K0.05%-2713F-HRTimeline
CENTRAL TRUST Co315$149K<0.01%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.313$148K0.14%13F-HRTimeline
Glen Eagle Advisors, LLC301$143K0.02%-4913F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd300$142K0.01%013F-HRTimelineGroup
Bellwether Advisors, LLC300$142K0.03%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC295$140K0.02%013F-HRTimeline
Allworth Financial LP272$137K<0.01%+1013F-HRTimeline
MATHER GROUP, LLC.278$132K<0.01%+1913F-HRTimeline
Eagle Bay Advisors LLC276$131K0.08%-3913F-HRTimeline
Blue Trust, Inc.271$128K<0.01%-25613F-HR/ATimeline
Arax Advisory Partners256$121K0.01%+13313F-HRTimeline
OSTRUM ASSET MANAGEMENT242$115K0.01%-813F-HRTimeline
Cove Street Capital, LLC240$114K0.13%013F-HRTimeline
GeoWealth Management, LLC235$111K<0.01%-1413F-HRTimeline
Bayforest Capital Ltd235$111K0.14%13F-HRTimeline
Continuum Advisory, LLC228$108K0.01%013F-HRTimeline
TRUST CO OF VERMONT222$105K0.01%013F-HRTimeline
Archer Investment Corp216$102K0.03%013F-HRTimeline
Global Retirement Partners, LLC212$100K<0.01%+8813F-HRTimeline
Mascoma Wealth Management LLC205$97.1K0.02%013F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD200$94.8K<0.01%new13F-HRTimeline
WHITTIER TRUST CO198$93.8K<0.01%-1413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC195$92.4K<0.01%-113F-HRTimeline
R Squared Ltd190$90K0.09%13F-HRTimeline
Headlands Technologies LLC189$89.6K0.01%-23213F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.185$87.8K0.06%-4013F-HRTimeline
Financial Network Wealth Advisors LLC156$73.9K0.14%-21513F-HRTimeline
MCF Advisors LLC150$71.2K<0.01%+3513F-HRTimeline
PRIVATE TRUST CO NA150$71.1K0.01%013F-HRTimeline
Balefire, LLC151$70.8K0.02%new13F-HRTimeline
Tortoise Investment Management, LLC148$70.1K0.01%+6413F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV145$68.7K0.01%013F-HRTimeline
Smartleaf Asset Management LLC130$61.8K0.01%+1513F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV125$59K0.01%-513F-HRTimeline
LGT Financial Advisors LLC123$58.2K0.13%013F-HRTimeline
Brooklyn Investment Group114$53.7K0.02%+1613F-HRTimeline
Laurel Wealth Advisors LLC111$52.6K0.01%013F-HRTimeline
Golden State Wealth Management, LLC106$50.2K0.01%13F-HRTimeline
AlphaQuest LLC103$48.8K0.01%-14613F-HRTimeline
Atala Financial Inc103$48.8K0.03%13F-HRTimeline
Hexagon Capital Partners LLC102$48.3K0.01%+9913F-HRTimeline
Rise Advisors, LLC90$42.4K0.02%+113F-HRTimeline
Ransom Advisory, Ltd88$41.7K0.02%013F-HRTimeline
Lindbrook Capital, LLC84$39.8K<0.01%-1213F-HRTimeline
Wingate Wealth Advisors, Inc.76$36K0.04%13F-HRTimeline
Hartford Financial Management Inc.65$30.8K0.01%-413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC65$30.8K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC65$30.8K0.01%13F-HRTimeline
West Branch Capital LLC63$29.9K0.01%013F-HRTimeline
WPG Advisers, LLC60$28.4K0.03%13F-HRTimeline
HALL LAURIE J TRUSTEE60$28K0.01%013F-HRTimeline
First PREMIER Bank59$28K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.56$26.5K<0.01%new13F-HRTimeline
Bogart Wealth, LLC54$25.6K<0.01%+413F-HRTimeline
HARBOUR INVESTMENTS, INC.52$24.6K<0.01%-113F-HRTimeline
PSI Advisors, LLC50$23.7K0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC50$23.7K0.02%-1013F-HR/ATimeline
Global Financial Private Client, LLC49$23.2K0.01%+213F-HRTimeline
North Star Investment Management Corp.47$22.3K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC46$21.8K<0.01%013F-HRTimeline
Manchester Capital Management LLC43$20.4K<0.01%+1113F-HRTimeline
Solstein Capital, LLC42$19.9K0.01%013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.41$19.4K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC40$19.1K0.01%13F-HRTimeline
Legacy Bridge, LLC40$19K0.01%013F-HRTimeline
McIlrath & Eck, LLC40$19K<0.01%013F-HRTimeline
Aster Capital Management (DIFC) Ltd40$19K0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC40$18.6K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…40$18.6K0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB39$18.5K<0.01%013F-HRTimeline
Transce3nd, LLC38$18K0.01%13F-HRTimeline
FSA Wealth Management LLC38$18K0.01%013F-HRTimeline
Parvin Asset Management, LLC37$17.5K0.02%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management35$16.8K<0.01%+1513F-HRTimelineGroup
Main Street Group, LTD35$16.6K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton35$16.6K<0.01%013F-HRTimeline
WR Wealth Planners, LLC35$16.6K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC34$16.1K0.01%13F-HRTimeline
GoalVest Advisory LLC33$15.6K<0.01%-5113F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.32$15.2K<0.01%+2313F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.32$15.2K0.02%13F-HRTimeline
Hemington Wealth Management33$15K<0.01%+813F-HRTimeline
CVA Family Office, LLC30$14.2K<0.01%+113F-HRTimeline
Winch Advisory Services, LLC29$13.7K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.29$13.7K0.01%13F-HRTimeline
Coppell Advisory Solutions LLC26$12.3K<0.01%+1113F-HRTimeline
Bell Investment Advisors, Inc26$12.3K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC26$12.3K<0.01%new13F-HRTimelineGroup
CRITERION CAPITAL ADVISORS, LLC26$12K0.01%013F-HRTimeline
Fortitude Family Office, LLC25$11.8K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC24$11.4K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.21$9.96K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC21$9.95K<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp20$9.48K<0.01%new13F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC20$9.48K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc20$9.48K<0.01%-113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC20$9.48K<0.01%013F-HRTimeline
Versant Capital Management, Inc19$9K<0.01%-6113F-HRTimeline
Smithfield Trust Co20$9K<0.01%013F-HRTimeline
Financial Life Planners18$8.65K0.01%13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …18$8.53K0.02%013F-HRTimeline
Plante Moran Financial Advisors, LLC17$8.06K<0.01%+1613F-HRTimeline
Strengthening Families & Communities, L…16$8K<0.01%-31513F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC16$7.58K<0.01%new13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP15$7.11K<0.01%013F-HRTimeline
Pingora Partners LLC15$7.11K<0.01%013F-HRTimeline
TD Capital Management LLC14$6.67K<0.01%new13F-HRTimeline
ESL Trust Services, LLC14$6.63K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…13$6.16K<0.01%013F-HRTimelineGroup
Mendota Financial Group, LLC13$6.16K<0.01%013F-HRTimeline
Pathway Financial Advisers, LLC13$5.77K<0.01%+113F-HRTimeline
Sunbelt Securities, Inc.12$5.7K<0.01%013F-HRTimeline
High Note Wealth, LLC12$5.69K<0.01%new13F-HRTimeline
Addison Advisors LLC11$5.21K<0.01%013F-HRTimeline
Westside Investment Management, Inc.11$5.21K<0.01%013F-HRTimeline
FSC Wealth Advisors, LLC10$4.74K<0.01%013F-HRTimeline
Park Square Financial Group, LLC10$4.74K<0.01%13F-HRTimeline
Copia Wealth Management8$3.79K<0.01%13F-HRTimeline
Raleigh Capital Management Inc.7$3.39K<0.01%new13F-HRTimeline
Riggs Asset Managment Co. Inc.7$3.32K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC7$3.32K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC6$2.86K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.6$2.84K<0.01%-213F-HRTimeline
DiNuzzo Private Wealth, Inc.6$2.84K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…6$2.84K<0.01%new13F-HRTimeline
Orion Capital Management LLC5$2.37K<0.01%new13F-HRTimeline
Missouri Trust & Investment Co5$2.37K<0.01%new13F-HRTimeline
Crewe Advisors LLC4$1.9K<0.01%013F-HRTimeline
Cassady Schiller Wealth Management, LLC4$1.9K<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC4$1.9K<0.01%013F-HRTimeline
Sachetta, LLC4$1.9K<0.01%013F-HRTimeline
Painted Porch Advisors LLC4$1.9K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.3$1.42K<0.01%013F-HRTimeline
True Wealth Design, LLC3$1.42K<0.01%013F-HRTimeline
Quent Capital, LLC2$1K<0.01%-313F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC2$948<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.2$948<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2$948<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC2$948<0.01%new13F-HRTimeline
Key Financial Inc2$948<0.01%013F-HRTimeline
Valued Wealth Advisors LLC2$948<0.01%013F-HRTimeline
Millstone Evans Group, LLC2$948<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.1$6140.06%-1,29713F-HRTimeline
NewSquare Capital LLC1$474<0.01%new13F-HRTimeline
Riverview Trust Co1$474<0.01%013F-HRTimeline
TFC Financial Management, Inc.1$474<0.01%013F-HRTimeline
SBI Securities Co., Ltd.1$474<0.01%13F-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