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Disclosery

WSO WATSCO INC

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Stock (common), issuer CIK 105016

792 managers (809 13F filers) reported a position in WSO shares at 2025-06-30, 34,694,798 shares in all. 71 filers opened a position and 104 filers sold out during the quarter.

Managers
792
13F filers
809
New
71
Added
285
Reduced
303
Sold out
104
Shares held by filers
34,694,798

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Corton Capital Inc.503$222K0.26%new13F-HRTimeline
Tower Wealth Partners, Inc.502$222K0.13%+1013F-HRTimeline
River Wealth Advisors LLC500$221K0.03%013F-HRTimeline
Bedel Financial Consulting, Inc.500$221K0.03%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP492$217K<0.01%-4713F-HRTimelineGroup
First Horizon Advisors, Inc.491$217K0.01%-7813F-HRTimeline
Northside Capital Management, LLC488$216K0.02%013F-HRTimeline
Performance Wealth Partners, LLC487$215K0.01%-1,04013F-HRTimeline
Ashton Thomas Private Wealth, LLC485$214K0.01%-6513F-HRTimeline
INTEGRITY ALLIANCE, LLC.485$214K0.01%+3913F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC477$211K<0.01%013F-HRTimelineGroup
Independent Advisor Alliance476$210K0.01%-5213F-HRTimeline
Waldron Private Wealth LLC473$209K0.01%013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…473$209K<0.01%new13F-HRTimelineGroup
BERKSHIRE ASSET MANAGEMENT LLC/PA472$208K0.01%013F-HRTimeline
Curat Global, LLC460$203K0.19%013F-HR/ATimeline
Tradition Wealth Management, LLC459$203K0.02%+113F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department458$202K0.06%013F-HRTimelineGroup
OARSMAN CAPITAL, INC.453$200K0.03%013F-HRTimeline
Icon Wealth Advisors, LLC433$191K0.01%-4113F-HRTimeline
Hilltop National Bank424$187K0.05%13F-HRTimeline
WHITTIER TRUST CO398$176K<0.01%+6113F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors379$167K0.02%-1513F-HRTimelineGroup
Blue Trust, Inc.378$167K<0.01%+6313F-HRTimeline
Archer Investment Corp356$157K0.04%013F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…356$157K0.01%013F-HR/ATimeline
Gitterman Wealth Management, LLC348$154K0.04%new13F-HRTimeline
Bellwether Advisors, LLC329$145K0.02%+4613F-HRTimeline
Covestor Ltd324$143K0.08%-6613F-HRTimeline
AlphaQuest LLC316$140K0.01%-73613F-HRTimeline
CENTRAL TRUST Co315$139K<0.01%013F-HRTimeline
Arax Advisory Partners211$139K0.01%-3013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd300$132K0.01%013F-HRTimelineGroup
Allworth Financial LP298$131K<0.01%-2213F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC295$130K0.02%013F-HRTimeline
LRI Investments, LLC290$128K0.01%013F-HRTimeline
Brooklyn Investment Group288$127K0.02%+12313F-HR/ATimeline
Financial Network Wealth Advisors LLC287$127K0.15%+513F-HRTimeline
Clearstead Advisors, LLC285$126K<0.01%+913F-HRTimeline
GeoWealth Management, LLC277$122K<0.01%+11313F-HRTimeline
Headlands Technologies LLC275$121K0.01%new13F-HRTimeline
MTM Investment Management, LLC264$116K0.04%new13F-HRTimeline
North Capital, Inc.255$113K0.1%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/243$107K<0.01%-1,06413F-HR/ATimelineGroup
Cove Street Capital, LLC240$106K0.16%013F-HRTimeline
TRUST CO OF VERMONT238$105K<0.01%+2213F-HRTimeline
Geneos Wealth Management Inc.237$105K<0.01%-1,83413F-HRTimeline
Larson Financial Group LLC232$102K<0.01%-1,03813F-HRTimeline
OSTRUM ASSET MANAGEMENT230$102K<0.01%-513F-HRTimeline
MCF Advisors LLC214$94.5K0.01%+6813F-HRTimeline
Smartleaf Asset Management LLC203$88.6K0.01%+1413F-HRTimeline
BARRETT & COMPANY, INC.200$88.3K0.03%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC194$85.7K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC193$85.1K0.01%-2413F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.185$84.3K0.06%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/190$83.9K0.01%new13F-HRTimeline
Mascoma Wealth Management LLC175$77.3K0.02%013F-HRTimeline
N.E.W. Advisory Services LLC160$70.7K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV145$64K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA145$64K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC135$59.6K<0.01%+13413F-HRTimeline
Global Retirement Partners, LLC134$59.2K<0.01%13F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV125$55K0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.116$51.2K<0.01%+2613F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.112$49K<0.01%+10413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC110$48K<0.01%new13F-HRTimelineGroup
Fortitude Family Office, LLC108$47.7K0.02%+9013F-HRTimeline
Golden State Wealth Management, LLC106$46.8K0.01%013F-HRTimeline
Capital A Wealth Management, LLC96$41.1K0.46%+9413F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC76$33.6K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.72$32.8K<0.01%+5113F-HRTimeline
Oslo Pensjonsforsikring AS74$32.7K0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC72$31.8K<0.01%013F-HRTimelineGroup
Rise Advisors, LLC67$29.8K0.01%013F-HRTimeline
Ransom Advisory, Ltd67$29.6K0.01%-2113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC65$28.7K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC65$28.7K0.01%013F-HRTimeline
First PREMIER Bank59$26K0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC56$24.7K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.56$24.7K<0.01%-213F-HRTimeline
Hartford Financial Management Inc.55$24.3K0.01%-1113F-HRTimeline
HARBOUR INVESTMENTS, INC.55$24.3K<0.01%-1313F-HRTimeline
Opal Wealth Advisors, LLC54$23.8K0.01%+513F-HRTimeline
GoalVest Advisory LLC53$23.4K0.01%+2013F-HRTimeline
IMG Wealth Management, Inc.52$23K0.02%+2313F-HRTimeline
Manitou Investment Management Ltd.50$22.1K<0.01%013F-HRTimeline
Bogart Wealth, LLC50$22.1K<0.01%-113F-HRTimeline
North Star Investment Management Corp.47$20.8K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC46$20.3K<0.01%-113F-HRTimeline
Bares Capital Management, Inc.45$19.9K<0.01%+1213F-HRTimeline
Salomon & Ludwin, LLC42$19.2K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc42$18.5K<0.01%+913F-HRTimeline
Solstein Capital, LLC42$18.5K0.01%013F-HRTimeline
Versant Capital Management, Inc42$18.5K<0.01%+1513F-HRTimeline
West Branch Capital LLC41$18.1K0.01%-2213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC41$18.1K<0.01%new13F-HR/ATimeline
Legacy Bridge, LLC40$17.7K0.01%013F-HRTimeline
McIlrath & Eck, LLC40$17.7K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC40$17.7K0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…40$17.7K0.01%013F-HRTimelineGroup
FSA Wealth Management LLC38$17K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton38$16.8K<0.01%013F-HRTimeline
Parvin Asset Management, LLC37$16.3K0.02%013F-HRTimeline
Manchester Capital Management LLC36$15.9K<0.01%+213F-HRTimeline
Rossby Financial, LCC36$15.9K0.01%-2813F-HRTimeline
Main Street Group, LTD35$15.5K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB34$15K<0.01%013F-HRTimeline
WPG Advisers, LLC33$14.6K0.01%-1713F-HRTimeline
Hemington Wealth Management33$14K<0.01%-1213F-HRTimeline
DAGCO, INC.31$13.7K<0.01%013F-HRTimeline
Winch Advisory Services, LLC29$13K<0.01%013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.29$12.8K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…28$12.4K<0.01%+413F-HRTimelineGroup
Bell Investment Advisors, Inc26$11.5K<0.01%-213F-HRTimeline
Quest 10 Wealth Builders, Inc.26$11.5K0.01%013F-HRTimeline
Smithfield Trust Co20$9K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management20$8.95K<0.01%-713F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC20$8.83K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…16$8.13K<0.01%-24513F-HRTimeline
Mowery & Schoenfeld Wealth Management, …18$7.95K0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.18$7.95K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP15$7.62K<0.01%13F-HRTimeline
Strategic Wealth Partners, Ltd.16$7.07K<0.01%13F-HRTimeline
Addison Advisors LLC16$7.07K<0.01%+513F-HRTimeline
Private Wealth Management Group, LLC16$7.07K<0.01%-813F-HRTimeline
Clearstead Trust, LLC15$6.62K<0.01%-813F-HRTimeline
Annis Gardner Whiting Capital Advisors,…15$6.62K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC15$6.62K<0.01%-613F-HRTimelineGroup
Private Wealth Asset Management, LLC15$6.62K<0.01%-213F-HRTimeline
Pingora Partners LLC15$6.62K<0.01%013F-HRTimeline
TD Capital Management LLC14$6.29K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.12$5.69K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.12$5.3K<0.01%-31913F-HRTimelineGroup
CVA Family Office, LLC12$5.3K<0.01%-3113F-HRTimeline
High Note Wealth, LLC12$5.3K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC12$5.3K<0.01%-2213F-HRTimeline
Grove Bank & Trust11$4.86K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC11$4.86K<0.01%013F-HRTimeline
Park Square Financial Group, LLC10$4.42K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC9$3.98K<0.01%013F-HRTimeline
Leonteq Securities AG8$3.53K<0.01%new13F-HRTimeline
Copia Wealth Management8$3.53K<0.01%013F-HRTimeline
LGT Financial Advisors LLC8$3.45K0.01%013F-HRTimeline
Bare Financial Services, Inc7$3.09K<0.01%+513F-HRTimeline
Barnes Dennig Private Wealth Management…7$3.09K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC6$2.69K<0.01%013F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.6$2.65K<0.01%-1113F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.6$2.65K<0.01%013F-HRTimeline
Transce3nd, LLC6$2.65K<0.01%-3213F-HRTimeline
First Pacific Financial5$2.21K<0.01%013F-HRTimeline
Kilter Group LLC5$2.21K<0.01%new13F-HRTimeline
Orion Capital Management LLC5$2.21K<0.01%013F-HRTimeline
Cromwell Holdings LLC5$2.21K<0.01%+313F-HRTimeline
Missouri Trust & Investment Co5$2.21K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC5$2.21K<0.01%+113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC5$2.11K<0.01%new13F-HRTimeline
Crewe Advisors LLC4$1.77K<0.01%013F-HRTimeline
True Wealth Design, LLC4$1.77K<0.01%-213F-HRTimeline
FIRST UNITED BANK & TRUST4$1.77K<0.01%013F-HRTimeline
Silicon Valley Capital Partners4$1.77K<0.01%new13F-HRTimeline
Quarry LP4$1.77K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC4$1.67K<0.01%-413F-HRTimeline
AMERIFLEX GROUP, INC.3$1.35K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.3$1.32K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC3$1.32K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.3$1.32K<0.01%-313F-HRTimeline
DecisionPoint Financial, LLC2$912<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC2$884<0.01%013F-HRTimeline
Sachetta, LLC2$884<0.01%-213F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC2$883<0.01%new13F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC2$883<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2$883<0.01%013F-HRTimeline
Key Financial Inc2$883<0.01%013F-HRTimeline
SBI Securities Co., Ltd.2$883<0.01%013F-HRTimeline
Caitong International Asset Management …2$883<0.01%-22713F-HRTimeline
Wealth Preservation Advisors, LLC2$883<0.01%013F-HRTimeline
Millstone Evans Group, LLC2$883<0.01%013F-HRTimeline
HFM Investment Advisors, LLC2$883<0.01%+113F-HRTimeline
Aventura Private Wealth, LLC2$883<0.01%-3813F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1$442<0.01%-2813F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.1$442<0.01%new13F-HRTimeline
TFC Financial Management, Inc.1$442<0.01%013F-HRTimeline
NFSG Corp1$442<0.01%new13F-HRTimeline
Stephens Consulting, LLC1$442<0.01%new13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1$442<0.01%new13F-HR/ATimelineGroup
Parkworth Wealth Management, Inc.1$442<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC1$442<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC1$441<0.01%013F-HRTimeline
Avion Wealth1$00%-113F-HR/ATimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%-313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
BROADWATER CAPITAL MANAGEMENT LLC22,081$22.1K+22,03113F-HR/ATimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.

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