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Disclosery

WSO WATSCO INC

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Stock (common), issuer CIK 105016

825 managers (842 13F filers) reported a position in WSO shares at 2025-03-31, 35,315,888 shares in all. 78 filers opened a position and 62 filers sold out during the quarter.

Managers
825
13F filers
842
New
78
Added
331
Reduced
284
Sold out
62
Shares held by filers
35,315,888

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Summit Financial, LLC551$280K0.01%-15913F-HRTimeline
Ashton Thomas Private Wealth, LLC550$280K0.01%+613F-HRTimeline
Autumn Glory Partners, LLC548$279K0.14%013F-HRTimeline
Cordatus Wealth Management LLC539$274K0.08%+2013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP539$274K<0.01%+3513F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…531$270K0.02%+413F-HRTimeline
Independent Advisor Alliance528$268K0.01%+6313F-HRTimeline
OneDigital Investment Advisors LLC523$266K<0.01%new13F-HRTimeline
SYNOVUS FINANCIAL CORP522$265K<0.01%+2913F-HRTimeline
Breakwater Capital Group520$264K0.05%+2913F-HRTimeline
VestGen Advisors, LLC518$263K0.01%13F-HRTimeline
WOODSTOCK CORP517$263K0.03%-15813F-HRTimeline
Sava Infond d.o.o.515$262K0.05%013F-HRTimeline
HM PAYSON & CO510$259K<0.01%+10013F-HRTimeline
KKM Financial LLC508$258K0.11%013F-HRTimeline
Freedom Investment Management, Inc.504$256K0.02%+2313F-HRTimeline
River Wealth Advisors LLC500$254K0.04%-213F-HRTimeline
Tower Wealth Partners, Inc.492$250K0.13%+1013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …492$250K<0.01%+6913F-HRTimelineGroup
Northside Capital Management, LLC488$248K0.04%-4013F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC477$242K<0.01%013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC476$242K<0.01%-17113F-HR/ATimelineGroup
Icon Wealth Advisors, LLC474$241K0.02%-27513F-HRTimeline
MAI Capital Management474$241K<0.01%-313F-HRTimeline
Waldron Private Wealth LLC473$240K0.01%-11413F-HRTimeline
Bedel Financial Consulting, Inc.500$237K0.03%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC461$234K0.02%-113F-HRTimelineGroup
Curat Global, LLC460$234K0.28%13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department458$233K0.08%-3113F-HRTimelineGroup
HBK Sorce Advisory LLC458$233K0.01%new13F-HRTimeline
Tradition Wealth Management, LLC458$233K0.02%+1413F-HRTimeline
Koshinski Asset Management, Inc.456$232K0.02%+3313F-HRTimeline
OARSMAN CAPITAL, INC.453$230K0.04%013F-HRTimeline
Entropy Technologies, LP450$229K0.02%-90713F-HRTimeline
INTEGRITY ALLIANCE, LLC.446$227K0.01%new13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.445$226K<0.01%013F-HRTimelineGroup
Wealthfront Advisers LLC445$226K<0.01%-1013F-HRTimeline
Trinity Financial Advisors LLC452$223K0.08%013F-HR/ATimeline
Rodgers Brothers Inc.436$222K0.03%+1013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA472$221K0.01%new13F-HRTimeline
SEEDS INVESTOR LLC425$216K0.06%-8013F-HRTimeline
SageView Advisory Group, LLC423$215K0.01%-4213F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC423$215K0.08%013F-HRTimeline
FULLCIRCLE WEALTH LLC470$214K0.09%new13F-HRTimeline
SCOTIA CAPITAL INC.420$213K<0.01%new13F-HRTimeline
IFP Advisors, Inc402$208K0.01%+1213F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA407$207K0.01%-2413F-HRTimeline
Longboard Asset Management, LP405$206K0.6%new13F-HRTimeline
Promus Capital, LLC402$204K0.16%+213F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.402$204K<0.01%new13F-HRTimelineGroup
ICONIQ Capital, LLCin group ICONIQ Capital, LLC401$204K<0.01%new13F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.400$203K<0.01%+2713F-HRTimelineGroup
Penobscot Investment Management Company…400$203K0.02%new13F-HRTimeline
Ellis Investment Partners, LLC399$203K0.04%new13F-HRTimeline
Sargent Investment Group, LLC398$202K0.03%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors394$200K0.03%013F-HRTimelineGroup
Covestor Ltd390$199K0.13%+3713F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…356$181K0.01%013F-HRTimeline
Archer Investment Corp356$181K0.05%+14013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC337$172K<0.01%-413F-HRTimelineGroup
WHITTIER TRUST CO337$171K<0.01%+13913F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.331$168K0.01%-51313F-HRTimelineGroup
CENTRAL TRUST Co315$160K<0.01%013F-HRTimeline
Blue Trust, Inc.315$160K<0.01%+4413F-HRTimeline
Continuum Advisory, LLC303$154K0.02%+7513F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd300$152K0.01%013F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC295$150K0.02%013F-HRTimeline
LRI Investments, LLC290$148K0.01%-18213F-HRTimeline
MATHER GROUP, LLC.287$146K<0.01%+913F-HRTimeline
Allworth Financial LP320$145K<0.01%+4813F-HRTimeline
Bellwether Advisors, LLC283$144K0.03%-1713F-HRTimeline
Financial Network Wealth Advisors LLC282$143K0.19%+12613F-HRTimeline
Clearstead Advisors, LLC276$140K<0.01%-58113F-HRTimeline
OSSIAM258$131K<0.01%-11113F-HRTimeline
North Capital, Inc.255$130K0.12%13F-HRTimeline
Arax Advisory Partners241$122K0.01%-1513F-HRTimeline
Cove Street Capital, LLC240$122K0.19%013F-HRTimeline
Strengthening Families & Communities, L…261$121K0.07%+24513F-HRTimeline
OSTRUM ASSET MANAGEMENT235$119K0.01%-713F-HRTimeline
Caitong International Asset Management …229$116K0.09%new13F-HRTimeline
Glen Eagle Advisors, LLC217$110K0.02%-8413F-HRTimeline
TRUST CO OF VERMONT216$110K0.01%-613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC194$98.6K<0.01%-113F-HRTimeline
Smartleaf Asset Management LLC189$95K0.01%+5913F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.185$94K0.07%013F-HRTimeline
Lindbrook Capital, LLC182$92.5K0.01%+9813F-HRTimeline
Mascoma Wealth Management LLC175$89K0.02%-3013F-HRTimeline
Brooklyn Investment Group165$83.5K0.02%+5113F-HRTimeline
GeoWealth Management, LLC164$83.4K<0.01%-7113F-HRTimeline
N.E.W. Advisory Services LLC160$81.3K0.01%new13F-HRTimeline
MCF Advisors LLC146$74.2K0.01%-413F-HRTimeline
National Pension Service146$74.2K<0.01%-53,15413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV145$73.7K0.01%013F-HRTimeline
PRIVATE TRUST CO NA145$73.7K0.01%-513F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV125$64K0.01%013F-HRTimeline
Laurel Wealth Advisors LLC111$56.4K0.01%013F-HRTimeline
Golden State Wealth Management, LLC106$53.9K0.01%013F-HR/ATimeline
Atala Financial Inc103$52.4K0.04%013F-HRTimeline
Hexagon Capital Partners LLC102$51.8K0.01%013F-HRTimeline
Flaharty Asset Management, LLC100$50.8K0.01%new13F-HRTimeline
FNY Investment Advisers, LLC100$50K0.03%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.90$45.7K<0.01%new13F-HRTimelineGroup
Ransom Advisory, Ltd88$44.7K0.02%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC72$36.6K<0.01%+5213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.68$34.6K<0.01%+1613F-HRTimeline
Rise Advisors, LLC67$34.1K0.02%-2313F-HRTimeline
Hartford Financial Management Inc.66$33.5K0.01%+113F-HRTimeline
Rialto Wealth Management, LLC65$33K0.01%013F-HRTimeline
West Branch Capital LLC63$32K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC65$30.8K<0.01%013F-HRTimeline
First PREMIER Bank59$30K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.58$29.5K0.01%+213F-HRTimeline
Rossby Financial, LCC64$29.2K0.01%new13F-HRTimeline
CITY HOLDING CO57$29K<0.01%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC56$28.5K<0.01%+3013F-HRTimelineGroup
Global Financial Private Client, LLC53$26.9K0.01%+413F-HRTimeline
Bogart Wealth, LLC51$25.9K<0.01%-313F-HRTimeline
Manitou Investment Management Ltd.50$25.4K<0.01%new13F-HRTimeline
PSI Advisors, LLC50$25.4K0.01%013F-HRTimeline
WPG Advisers, LLC50$25.4K0.02%-1013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC50$25.4K0.02%013F-HR/ATimeline
Opal Wealth Advisors, LLC49$24.9K0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC47$23.9K<0.01%+113F-HRTimeline
North Star Investment Management Corp.47$23.9K<0.01%013F-HRTimeline
Hemington Wealth Management45$22K<0.01%+1213F-HRTimeline
CVA Family Office, LLC43$21.9K<0.01%+1313F-HRTimeline
Solstein Capital, LLC42$21.3K0.01%013F-HRTimeline
Aventura Private Wealth, LLC40$20.6K0.01%013F-HRTimeline
Legacy Bridge, LLC40$20.3K0.01%013F-HRTimeline
McIlrath & Eck, LLC40$20.3K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…40$20.3K0.01%013F-HRTimelineGroup
FSA Wealth Management LLC38$19.4K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton38$19.3K<0.01%+313F-HRTimeline
Transce3nd, LLC38$19.3K0.01%013F-HRTimeline
Parvin Asset Management, LLC37$18.8K0.02%013F-HRTimeline
Main Street Group, LTD35$17.8K0.01%013F-HRTimeline
Manchester Capital Management LLC34$17.3K<0.01%-913F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC34$17.3K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB34$17.3K<0.01%-513F-HRTimeline
Bares Capital Management, Inc.33$16.8K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc33$16.8K<0.01%+1313F-HRTimeline
GoalVest Advisory LLC33$16.8K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division33$16.8K<0.01%new13F-HRTimeline
NewSquare Capital LLC32$16.3K<0.01%+3113F-HRTimeline
DAGCO, INC.31$15.8K0.01%new13F-HRTimeline
Winch Advisory Services, LLC29$14.8K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp29$14.7K<0.01%+913F-HRTimelineGroup
CONTRAVISORY INVESTMENT MANAGEMENT, INC.29$14.7K<0.01%-1213F-HRTimeline
IMG Wealth Management, Inc.29$14.7K0.01%013F-HRTimeline
Bell Investment Advisors, Inc28$14.2K<0.01%+213F-HRTimeline
Versant Capital Management, Inc27$13.7K<0.01%+813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management27$13.7K<0.01%-813F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.26$13.2K0.01%-613F-HRTimeline
Private Wealth Management Group, LLC24$12.2K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…24$12.2K<0.01%+1113F-HRTimelineGroup
Clearstead Trust, LLC23$11.7K<0.01%new13F-HRTimeline
ORG Partners LLC22$11.3K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.21$10.7K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC21$10.7K<0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC20$10.2K<0.01%013F-HRTimeline
Smithfield Trust Co20$10K<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …18$9.15K0.02%013F-HRTimeline
Fortitude Family Office, LLC18$9.15K<0.01%-713F-HRTimeline
Greykasell Wealth Strategies, Inc.18$9.15K<0.01%new13F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.17$8.64K<0.01%-1513F-HRTimelineGroup
Private Wealth Asset Management, LLC17$8.64K<0.01%13F-HRTimeline
Pingora Partners LLC15$7.62K0.01%013F-HRTimeline
TD Capital Management LLC14$7.2K<0.01%013F-HRTimeline
ESL Trust Services, LLC14$7.12K<0.01%013F-HRTimeline
Saudi Central Bank14$7.12K0.04%new13F-HRTimeline
Sunbelt Securities, Inc.12$6.1K<0.01%013F-HRTimeline
High Note Wealth, LLC12$6.1K<0.01%013F-HRTimeline
Westside Investment Management, Inc.11$5.63K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC11$5.59K<0.01%new13F-HRTimeline
Addison Advisors LLC11$5.59K<0.01%013F-HRTimeline
Grove Bank & Trust11$5.59K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC10$5.08K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC9$4.58K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC8$4.09K<0.01%new13F-HRTimeline
Copia Wealth Management8$4.07K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.8$4K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LGT Financial Advisors LLC8$3.95K0.01%-11513F-HRTimeline
Riggs Asset Managment Co. Inc.7$3.56K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…7$3.56K0.01%13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC6$3.08K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.6$3.05K<0.01%013F-HRTimeline
True Wealth Design, LLC6$3.05K<0.01%+313F-HRTimeline
DiNuzzo Private Wealth, Inc.6$3.05K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.5$2.54K<0.01%new13F-HRTimeline
First Pacific Financial5$2.54K<0.01%new13F-HRTimeline
Orion Capital Management LLC5$2.54K<0.01%013F-HRTimeline
Missouri Trust & Investment Co5$2.54K<0.01%013F-HRTimeline
Crewe Advisors LLC4$2.03K<0.01%013F-HRTimeline
Sachetta, LLC4$2.03K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST4$2.03K<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC4$2.03K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.3$1.52K<0.01%013F-HRTimeline
Activest Wealth Management3$1.52K<0.01%+313F-HRTimeline
Quent Capital, LLC2$1.08K<0.01%013F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC2$1.02K<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