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Disclosery

WSO WATSCO INC

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Stock (common), issuer CIK 105016

760 managers (781 13F filers) reported a position in WSO shares at 2025-09-30, 36,088,283 shares in all. 70 filers opened a position and 94 filers sold out during the quarter.

Managers
760
13F filers
781
New
70
Added
264
Reduced
301
Sold out
94
Shares held by filers
36,088,283

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Root Financial Partners, LLC323$130K0.01%new13F-HRTimeline
CENTRAL TRUST Co315$127K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC295$119K0.01%013F-HRTimeline
Covestor Ltd289$117K0.06%-3513F-HRTimeline
MTM Investment Management, LLC264$107K0.03%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/264$107K<0.01%+2113F-HRTimelineGroup
MATHER GROUP, LLC.257$104K<0.01%new13F-HRTimeline
North Capital, Inc.256$104K0.08%+113F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…256$103K<0.01%-10013F-HRTimeline
TRUST CO OF VERMONT240$97K<0.01%+213F-HRTimeline
Cove Street Capital, LLC240$97K0.13%013F-HRTimeline
OSTRUM ASSET MANAGEMENT225$91K<0.01%-513F-HRTimeline
LRI Investments, LLC216$87.3K0.01%-7413F-HRTimeline
MCF Advisors LLC214$86.5K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.209$84K<0.01%+9713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WHITTIER TRUST CO OF NEVADA INC194$80.5K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC198$79.9K<0.01%new13F-HRTimeline
Larson Financial Group LLC190$76.9K<0.01%-4213F-HRTimeline
TRUST CO OF TOLEDO NA /OH/190$76.8K0.01%013F-HRTimeline
Strategic Advocates LLC183$74K0.02%new13F-HRTimeline
TD Waterhouse Canada Inc.181$73.1K<0.01%+10913F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.175$70.8K0.04%-1013F-HRTimeline
N.E.W. Advisory Services LLC160$64.7K0.01%013F-HRTimeline
AXA Investment Managers S.A.148$59.8K<0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV145$58.6K<0.01%013F-HRTimeline
Global Retirement Partners, LLC140$56.7K<0.01%+613F-HRTimeline
Bayforest Capital Ltd140$56.6K0.03%new13F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV125$51K0.01%013F-HR/ATimeline
FIRST HORIZON CORP126$50.9K<0.01%13F-HRTimeline
Clearstead Advisors, LLC120$48.5K<0.01%-16513F-HRTimeline
Steigerwald, Gordon & Koch Inc.120$48.5K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC117$47.1K0.01%-7613F-HRTimeline
PRIVATE TRUST CO NA116$46.9K<0.01%-2913F-HRTimeline
Golden State Wealth Management, LLC109$44.1K<0.01%+313F-HRTimeline
Fortitude Family Office, LLC108$43.7K0.01%013F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD100$40.4K<0.01%new13F-HRTimeline
AlphaQuest LLC97$39.2K<0.01%-21913F-HRTimeline
TruNorth Capital Management, LLC92$37.2K0.01%new13F-HRTimeline
Mascoma Wealth Management LLC90$36.4K0.01%-8513F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC76$30.7K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.74$29.9K<0.01%+7113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC72$29.1K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.69$27.9K<0.01%+1413F-HRTimeline
Rise Advisors, LLC68$27.5K0.01%+113F-HRTimeline
Ransom Advisory, Ltd67$27.1K0.01%013F-HR/ATimeline
Rialto Wealth Management, LLC66$26.7K0.01%+113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC65$26.3K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.64$25.9K<0.01%-5213F-HRTimelineGroup
Salomon & Ludwin, LLC62$25.7K<0.01%+2013F-HRTimeline
First PREMIER Bank59$24K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.57$23K<0.01%+113F-HRTimeline
Measured Wealth Private Client Group, L…57$23K0.01%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC56$22.6K<0.01%013F-HRTimelineGroup
Hartford Financial Management Inc.55$22.2K0.01%013F-HRTimeline
IMG Wealth Management, Inc.54$21.8K0.01%+213F-HRTimeline
GoalVest Advisory LLC53$21.4K<0.01%013F-HRTimeline
FIL Ltdin group FIL Ltd51$20.6K<0.01%new13F-HRTimelineGroup
Manitou Investment Management Ltd.50$20.2K<0.01%013F-HRTimeline
Bogart Wealth, LLC50$20.2K<0.01%013F-HRTimeline
Versant Capital Management, Inc50$20.2K<0.01%+813F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC50$20.2K0.01%-22,03113F-HR/ATimeline
North Star Investment Management Corp.47$19K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC48$19K<0.01%new13F-HRTimeline
Rossby Financial, LCC47$19K0.01%+1113F-HRTimeline
Bares Capital Management, Inc.45$18.2K<0.01%013F-HRTimeline
Manchester Capital Management LLC45$18.2K<0.01%+913F-HRTimeline
Solstein Capital, LLC42$17K0.01%013F-HRTimeline
Annandale Capital, LLC4,109$16.6K0.29%013F-HRTimeline
West Branch Capital LLC41$16.6K<0.01%013F-HRTimeline
Legacy Bridge, LLC40$16.2K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…40$16.2K0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC39$15.8K<0.01%-713F-HRTimeline
Geneos Wealth Management Inc.39$15.8K<0.01%-19813F-HRTimeline
FSA Wealth Management LLC39$15.6K0.01%+113F-HRTimeline
Rosenberg Matthew Hamilton38$15.4K<0.01%013F-HRTimeline
Parvin Asset Management, LLC37$15K0.01%013F-HRTimeline
Main Street Group, LTD35$14.2K<0.01%013F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…32$12.8K<0.01%new13F-HRTimelineGroup
DAGCO, INC.31$12.5K<0.01%013F-HRTimeline
WPG Advisers, LLC30$12.1K0.01%-313F-HRTimeline
Hemington Wealth Management30$12K<0.01%-313F-HRTimeline
Winch Advisory Services, LLC30$11.9K<0.01%+113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…29$11.7K<0.01%+113F-HRTimelineGroup
AdvisorNet Financial, Inc29$11.7K<0.01%-1313F-HRTimeline
Quest 10 Wealth Builders, Inc.26$10.5K0.01%013F-HRTimeline
Wealth Watch Advisors, INC23$9.3K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management20$8.2K<0.01%013F-HRTimelineGroup
Bell Investment Advisors, Inc20$8.09K<0.01%-613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC20$8.09K<0.01%013F-HRTimeline
Smithfield Trust Co20$8K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.18$7.28K<0.01%013F-HRTimeline
Palisade Asset Management, LLC17$6.87K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.16$6.47K<0.01%013F-HRTimeline
Financial Life Planners16$6.29K<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC15$6.07K<0.01%013F-HRTimeline
Pingora Partners LLC15$6.07K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC15$6.06K<0.01%013F-HRTimelineGroup
TD Capital Management LLC14$5.8K<0.01%013F-HRTimeline
Pathway Financial Advisers, LLC13$5.01K<0.01%new13F-HRTimeline
Leonteq Securities AG12$4.85K<0.01%+413F-HRTimeline
Sunbelt Securities, Inc.12$4.85K<0.01%013F-HRTimeline
Addison Advisors LLC12$4.85K<0.01%-413F-HRTimeline
Imprint Wealth LLC12$4.85K0.02%13F-HRTimeline
Private Wealth Management Group, LLC12$4.85K<0.01%-413F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC12$4.85K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC11$4.45K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC11$4.45K<0.01%013F-HRTimeline
Grove Bank & Trust11$4.45K<0.01%013F-HRTimeline
High Note Wealth, LLC11$4.45K<0.01%-113F-HRTimeline
SBI Securities Co., Ltd.11$4.45K<0.01%+913F-HRTimeline
Grey Fox Wealth Advisors, LLC11$4.45K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…10$4.04K<0.01%new13F-HRTimelineGroup
Clearstead Trust, LLC10$4.04K<0.01%-513F-HRTimeline
First Command Advisory Services, Inc.10$4.04K<0.01%new13F-HRTimeline
ESL Trust Services, LLC8$3.23K<0.01%new13F-HRTimeline
Copia Wealth Management8$3.23K<0.01%013F-HRTimeline
LGT Financial Advisors LLC8$3.18K0.01%013F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.7$2.83K<0.01%+113F-HRTimelineGroup
Tortoise Investment Management, LLC7$2.83K<0.01%+413F-HRTimeline
Barnes Dennig Private Wealth Management…7$2.83K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.6$2.42K<0.01%013F-HRTimeline
First Pacific Financial5$2.02K<0.01%013F-HRTimeline
Orion Capital Management LLC5$2.02K<0.01%013F-HRTimeline
True Wealth Design, LLC5$2.02K<0.01%+113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…5$2.02K<0.01%-1013F-HRTimeline
Cloud Capital Management, LLC6$2K<0.01%new13F-HRTimeline
PROFFITT & GOODSON INC4$1.62K<0.01%new13F-HRTimeline
Crewe Advisors LLC4$1.62K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC4$1.62K<0.01%+213F-HRTimeline
Aspect Partners, LLC4$1.62K<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC4$1.62K<0.01%-113F-HRTimeline
Hughes Financial Services, LLC4$1.4K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.3$1.21K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.3$1.21K<0.01%+213F-HRTimeline
Key Financial Inc3$1.21K<0.01%+113F-HRTimeline
Quent Capital, LLC2$869<0.01%new13F-HRTimeline
Asset Dedication, LLC2$809<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2$809<0.01%013F-HRTimeline
DecisionPoint Financial, LLC2$809<0.01%013F-HRTimeline
PFS Partners, LLC2$809<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC2$809<0.01%013F-HRTimeline
Sachetta, LLC2$809<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC2$809<0.01%+113F-HRTimeline
Millstone Evans Group, LLC2$809<0.01%013F-HRTimeline
Binnacle Investments Inc2$809<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC2$808<0.01%+113F-HRTimeline
TFC Financial Management, Inc.1$405<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1$405<0.01%new13F-HR/ATimeline
Seneschal Advisors, LLC1$405<0.01%new13F-HRTimeline
S&T Bank/PA1$404<0.01%new13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC1$404<0.01%-513F-HRTimeline
CVA Family Office, LLC1$404<0.01%-1113F-HRTimeline
Strive Asset Management, LLC1$404<0.01%new13F-HR/ATimeline
Caitong International Asset Management …1$404<0.01%-113F-HRTimeline
Bare Financial Services, Inc1$404<0.01%-613F-HRTimeline
HFM Investment Advisors, LLC1$404<0.01%-113F-HRTimeline
Horizon Investments, LLC1$401<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.0$27<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Coston, McIsaac & Partners2$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Avion Wealth1$00%013F-HRTimelineValue filed as zero, 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