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Disclosery

WSO WATSCO INC

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Stock (common), issuer CIK 105016

751 managers (769 13F filers) reported a position in WSO shares at 2025-12-31, 37,409,423 shares in all. 78 filers opened a position and 110 filers sold out during the quarter.

Managers
751
13F filers
769
New
78
Added
227
Reduced
322
Sold out
110
Shares held by filers
37,409,423

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Curat Global, LLC160$53.9K0.06%-30013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV145$48.9K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.143$48.2K<0.01%+2313F-HRTimeline
Commonwealth Retirement Investments LLC132$44.5K0.01%new13F-HRTimeline
Bayforest Capital Ltd127$42.8K0.03%-1313F-HRTimeline
FIRST HORIZON CORP126$42.5K<0.01%013F-HRTimeline
Strategic Advocates LLC123$42.2K0.01%-6013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV125$42K0.01%013F-HRTimeline
MTM Investment Management, LLC117$39.4K0.01%-14713F-HRTimeline
Glen Eagle Advisors, LLC115$38.7K0.01%-213F-HRTimeline
Laurel Wealth Advisors LLC111$37.4K<0.01%new13F-HRTimeline
Quarry LP111$37.4K0.01%new13F-HRTimeline
Golden State Wealth Management, LLC109$37K<0.01%013F-HRTimeline
BAMCO INC /NY/in group Baron Capital103$34.7K<0.01%new13F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC94$31.9K<0.01%-77813F-HRTimeline
AlphaQuest LLC88$29.7K<0.01%-913F-HRTimeline
BAYBAN87$29.3K0.03%13F-HRTimeline
PRIVATE TRUST CO NA86$29K<0.01%-3013F-HRTimeline
SageView Advisory Group, LLC78$26.3K<0.01%new13F-HRTimeline
Torren Management, LLC76$25.6K0.01%13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC76$25.6K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC72$25.4K<0.01%+1013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.74$24.9K<0.01%+1013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC72$24.3K<0.01%013F-HRTimelineGroup
Measured Wealth Private Client Group, L…67$22.6K0.01%+1013F-HRTimeline
GoalVest Advisory LLC67$22.6K<0.01%+1413F-HRTimeline
Lodestone Wealth Management LLC67$22.6K0.01%new13F-HRTimeline
Ransom Advisory, Ltd67$22.6K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC65$21.9K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC65$21.9K0.01%-113F-HRTimeline
Elyxium Wealth, LLC62$20.9K0.01%new13F-HRTimeline
ENTRUST FINANCIAL LLC60$20.2K0.02%13F-HRTimeline
First PREMIER Bank59$20K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.59$19.9K<0.01%+213F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC56$18.9K<0.01%013F-HRTimelineGroup
Raiffeisen Bank International AGin group Raiffeisen Bank International…54$18.5K<0.01%+2213F-HRTimelineGroup
Hartford Financial Management Inc.52$17.5K<0.01%-313F-HRTimeline
IMG Wealth Management, Inc.52$17.5K0.01%-213F-HRTimeline
WELLINGTON-ALTUS USA INC.51$17.2K0.01%13F-HRTimeline
Rossby Financial, LCC51$17.2K0.01%+413F-HRTimeline
IFC & Insurance Marketing, Inc.51$17K0.02%13F-HRTimeline
Manitou Investment Management Ltd.50$16.8K<0.01%013F-HRTimeline
North Star Investment Management Corp.47$15.8K<0.01%013F-HRTimeline
FIL Ltdin group FIL Ltd45$15.2K<0.01%-613F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC43$14.5K<0.01%+413F-HRTimeline
Solstein Capital, LLC42$14.2K0.01%013F-HRTimeline
Bogart Wealth, LLC41$13.8K<0.01%-913F-HRTimeline
West Branch Capital LLC41$13.8K<0.01%013F-HRTimeline
Legacy Bridge, LLC40$13.5K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…40$13.5K0.01%013F-HRTimelineGroup
BOK Financial Private Wealth, Inc.35$11.8K<0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton35$11.8K<0.01%-313F-HRTimeline
OAKWORTH CAPITAL, INC.34$11.5K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…31$10.4K<0.01%+213F-HRTimelineGroup
AdvisorNet Financial, Inc31$10.4K<0.01%+213F-HRTimeline
DAGCO, INC.31$10.4K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.30$10.1K<0.01%-913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC30$10.1K<0.01%+1013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC30$10.1K0.01%-2013F-HRTimeline
Winch Advisory Services, LLC30$10K<0.01%013F-HRTimeline
Versant Capital Management, Inc29$9.77K<0.01%-2113F-HRTimeline
HARBOUR INVESTMENTS, INC.27$9.1K<0.01%-4213F-HRTimeline
Quest 10 Wealth Builders, Inc.26$8.76K0.01%013F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.25$8.42K<0.01%+1813F-HRTimelineGroup
NFSG Corp25$8.42K<0.01%new13F-HRTimeline
WPG Advisers, LLC25$8.42K0.01%-513F-HRTimeline
Meramec Financial Planners, LLC20$8.4K<0.01%13F-HRTimeline
Keating Financial Advisory Services, In…24$8.09K<0.01%13F-HRTimeline
Wealth Watch Advisors, INC23$7.75K<0.01%013F-HRTimeline
Clearstead Trust, LLC21$7.08K<0.01%+1113F-HRTimeline
Advocate Investing Services LLC21$7.08K0.01%13F-HRTimeline
Smithfield Trust Co20$7K<0.01%013F-HRTimeline
McIlrath & Eck, LLC18$6.07K<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC18$6.07K<0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.18$6.07K<0.01%013F-HRTimeline
Noble Wealth Management PBC18$6.07K<0.01%new13F-HRTimeline
SHP Wealth Management17$5.73K<0.01%13F-HRTimeline
Strategic Wealth Partners, Ltd.16$5.39K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC16$5.39K<0.01%+1213F-HRTimeline
Bell Investment Advisors, Inc15$5.05K<0.01%-513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC15$5.05K<0.01%013F-HRTimelineGroup
Pingora Partners LLC15$5.05K<0.01%013F-HRTimeline
TD Capital Management LLC14$4.87K<0.01%013F-HRTimeline
High Note Wealth, LLC14$4.72K<0.01%+313F-HRTimeline
Leonteq Securities AG12$4.04K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.12$4.04K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC12$4.04K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC11$3.71K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC11$3.71K<0.01%013F-HRTimeline
Addison Advisors LLC11$3.71K<0.01%-113F-HRTimeline
Grove Bank & Trust11$3.71K<0.01%013F-HRTimeline
Sound Income Strategies, LLC9$3.43K<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.10$3.37K<0.01%013F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding10$3.37K-40,239Timeline
Hilton Head Capital Partners, LLC9$3.03K<0.01%13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…8$2.7K<0.01%-213F-HRTimelineGroup
Bruce G. Allen Investments, LLC8$2.7K<0.01%+413F-HRTimeline
Copia Wealth Management8$2.7K<0.01%013F-HRTimeline
LGT Financial Advisors LLC8$2.67K0.02%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC7$2.36K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC6$2.31K<0.01%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…6$2.02K<0.01%new13F-HRTimeline
CVA Family Office, LLC6$2.02K<0.01%+513F-HRTimeline
Annis Gardner Whiting Capital Advisors,…6$2.02K<0.01%+113F-HRTimeline
Private Wealth Management Group, LLC6$2.02K<0.01%-613F-HRTimeline
Hughes Financial Services, LLC6$2.02K<0.01%+213F-HRTimeline
First Pacific Financial5$1.7K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.5$1.69K<0.01%new13F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.5$1.69K<0.01%-113F-HRTimeline
Essential Partners LLC5$1.69K<0.01%new13F-HRTimeline
Turning Point Benefit Group, Inc.5$1.68K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC4$1.42K<0.01%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4$1.35K<0.01%new13F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.4$1.35K<0.01%+113F-HRTimeline
Crewe Advisors LLC4$1.35K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.4$1.35K<0.01%-7013F-HRTimeline
Imprint Wealth LLC4$1.35K0.01%-813F-HRTimeline
Aspect Partners, LLC4$1.35K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3$1.18K<0.01%-1713F-HRTimelineGroup
Financial Management Professionals, Inc.3$1.01K<0.01%013F-HRTimeline
Key Financial Inc3$1.01K<0.01%013F-HRTimeline
Cromwell Holdings LLC3$1.01K<0.01%new13F-HRTimeline
Cornerstone Financial Management LLC3$1.01K<0.01%13F-HR/ATimeline
CX Institutional4$1K<0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.2$731<0.01%new13F-HRTimeline
Quent Capital, LLC2$731<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2$674<0.01%013F-HRTimeline
SBI Securities Co., Ltd.2$674<0.01%-913F-HRTimeline
DecisionPoint Financial, LLC2$674<0.01%013F-HRTimeline
True Wealth Design, LLC2$674<0.01%-313F-HRTimeline
PFS Partners, LLC2$674<0.01%013F-HRTimeline
Sachetta, LLC2$674<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC2$674<0.01%013F-HRTimeline
Millstone Evans Group, LLC2$674<0.01%013F-HRTimeline
Sunrise Financial Services, LLC2$674<0.01%13F-HRTimeline
Basecamp Wealth Advisors LLC2$674<0.01%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2$673<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC2$673<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1$337<0.01%new13F-HRTimeline
S&T Bank/PA1$337<0.01%013F-HRTimeline
Litman Gregory Wealth Management LLC1$337<0.01%new13F-HRTimeline
Triumph Capital Management1$337<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC1$337<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC1$337<0.01%-113F-HRTimeline
American Capital Advisory, LLC1$337<0.01%new13F-HRTimeline
Seneschal Advisors, LLC1$337<0.01%013F-HRTimeline
Key Capital Management, INC1$337<0.01%13F-HRTimeline
1015 Capital Partners, LLC1$337<0.01%13F-HRTimeline
Dunhill Financial, LLC1$286<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.0$23<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Coston, McIsaac & Partners2$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