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Disclosery

WSO WATSCO INC

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Stock (common), issuer CIK 105016

753 managers (772 13F filers) reported a position in WSO shares at 2026-03-31, 38,280,905 shares in all. 90 filers opened a position and 85 filers sold out during the quarter.

Managers
753
13F filers
772
New
90
Added
288
Reduced
242
Sold out
85
Shares held by filers
38,280,905

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Curat Global, LLC160$58.2K0.06%013F-HRTimeline
Blue Trust, Inc.159$57.8K<0.01%-15613F-HRTimeline
HARBOUR INVESTMENTS, INC.146$53.2K<0.01%+11913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV145$52.8K<0.01%013F-HRTimeline
MCF Advisors LLC132$48K<0.01%-8213F-HRTimeline
Steigerwald, Gordon & Koch Inc.130$47.3K<0.01%-1313F-HRTimeline
Elevated Capital Advisors, LLC129$46.9K0.01%-2,19913F-HRTimeline
Golden State Wealth Management, LLC110$40.3K<0.01%+113F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV105$38K0.01%-2013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST99$36K<0.01%-98213F-HRTimeline
Glen Eagle Advisors, LLC95$34.6K<0.01%-2013F-HRTimeline
FIRST HORIZON CORP89$32.4K<0.01%-3713F-HRTimeline
BAYBAN87$31.6K0.03%013F-HRTimeline
Strengthening Families & Communities, L…86$31.4K0.01%new13F-HRTimeline
Elequin Capital, LP80$29.1K<0.01%new13F-HRTimeline
Measured Wealth Private Client Group, L…77$28K0.01%+1013F-HRTimeline
Salomon & Ludwin, LLC72$26.7K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC72$26.2K<0.01%013F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…70$25.5K<0.01%new13F-HRTimeline
Manchester Capital Management LLC69$25.1K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC68$24.7K0.01%+313F-HRTimeline
GoalVest Advisory LLC67$24.4K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC67$24.4K0.01%013F-HR/ATimeline
ARMSTRONG ADVISORY GROUP, INC65$23.6K<0.01%013F-HRTimeline
Rossby Financial, LCC62$23.3K<0.01%+1113F-HRTimeline
Hartford Financial Management Inc.64$23.3K0.01%+1213F-HRTimeline
Physician Wealth Advisors, Inc.62$22.6K<0.01%+313F-HRTimeline
PRIVATE TRUST CO NA61$22.2K<0.01%-2513F-HRTimeline
ENTRUST FINANCIAL LLC59$21.5K0.02%-113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…58$21.1K<0.01%+2713F-HRTimelineGroup
First PREMIER Bank59$21K<0.01%013F-HRTimeline
WELLINGTON-ALTUS USA INC.48$20K0.01%-313F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…54$18.8K<0.01%013F-HRTimelineGroup
Manitou Investment Management Ltd.50$18.2K<0.01%013F-HRTimeline
North Star Investment Management Corp.47$17.1K<0.01%013F-HRTimeline
Torren Management, LLC42$15.3K0.01%-3413F-HRTimeline
SIMPLEX TRADING, LLC42$15.3K<0.01%-72913F-HRTimeline
Solstein Capital, LLC42$15.3K0.01%013F-HRTimeline
Archer Investment Corp42$15.3K<0.01%-45413F-HRTimeline
West Branch Capital LLC41$14.9K<0.01%013F-HRTimeline
Legacy Bridge, LLC40$14.6K0.01%013F-HRTimeline
Bogart Wealth, LLC40$14.6K<0.01%-113F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…40$14.6K0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC39$14.2K<0.01%-13513F-HRTimeline
Main Street Group, LTD35$12.7K<0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.34$12.4K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC33$12K<0.01%-1013F-HRTimeline
DAGCO, INC.31$11.3K<0.01%013F-HRTimeline
Winch Advisory Services, LLC30$10.9K<0.01%013F-HRTimeline
Versant Capital Management, Inc30$10.9K<0.01%+113F-HRTimeline
Geneos Wealth Management Inc.30$10.9K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.29$10.6K0.01%-2313F-HRTimeline
WPG Advisers, LLC29$10.6K0.01%+413F-HRTimeline
AdvisorNet Financial, Inc28$10.2K<0.01%-313F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC28$10.2K<0.01%new13F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC30$10.1K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.26$9.46K0.01%013F-HRTimeline
NFSG Corp25$9.1K<0.01%013F-HRTimeline
Meramec Financial Planners, LLC20$8.77K<0.01%013F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.24$8.73K<0.01%-113F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC23$8.37K<0.01%+2213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC20$8.3K<0.01%-1013F-HRTimeline
Fortitude Family Office, LLC22$8K<0.01%new13F-HRTimeline
Clearstead Trust, LLC21$7.64K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…21$7.64K<0.01%-313F-HRTimeline
Birchwood Financial Partners, Inc.21$7.64K0.01%new13F-HRTimeline
Advocate Investing Services LLC21$7.64K0.01%013F-HRTimeline
Smithfield Trust Co20$7K<0.01%013F-HRTimeline
SHP Wealth Management19$6.91K<0.01%+213F-HRTimeline
McIlrath & Eck, LLC18$6.55K<0.01%013F-HRTimeline
CVA Family Office, LLC18$6.55K<0.01%+1213F-HRTimeline
Rosenberg Matthew Hamilton18$6.55K<0.01%-1713F-HRTimeline
Greykasell Wealth Strategies, Inc.18$6.55K<0.01%013F-HRTimeline
Noble Wealth Management PBC18$6.55K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.18$6.39K<0.01%+213F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…17$6.18K<0.01%+1113F-HRTimeline
MBM WEALTH CONSULTANTS, LLC16$5.82K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…16$5.82K<0.01%+813F-HRTimelineGroup
Financial Life Planners16$5.75K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC15$5.46K<0.01%013F-HRTimelineGroup
FINANCIAL CONSULATE, INC15$5.46K<0.01%+413F-HRTimeline
Bell Investment Advisors, Inc15$5.46K<0.01%013F-HRTimeline
Sachetta, LLC15$5.46K<0.01%+1313F-HRTimeline
TD Capital Management LLC15$5.3K<0.01%+113F-HRTimeline
Napier Financial, LLC14$5.09K<0.01%new13F-HRTimeline
Kemnay Advisory Services Inc.14$5.09K<0.01%new13F-HRTimeline
High Note Wealth, LLC14$5.09K<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC13$4.73K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.13$4.73K<0.01%+113F-HRTimeline
Cornerstone Planning Group LLC11$4.63K<0.01%+513F-HRTimeline
Leonteq Securities AG12$4.37K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC12$4.37K<0.01%013F-HRTimeline
Grove Bank & Trust11$4K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC11$4K<0.01%013F-HRTimeline
Addison Advisors LLC11$4K<0.01%013F-HRTimeline
JNBA Financial Advisors10$3.64K<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.10$3.64K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC10$3.64K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC9$3.38K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.9$3.27K<0.01%+513F-HRTimeline
Hilton Head Capital Partners, LLC9$3.27K<0.01%013F-HRTimeline
Philadelphia Investment Partners, LLC8$2.96K<0.01%13F-HRTimeline
LGT Financial Advisors LLC8$2.91K0.01%013F-HRTimeline
Copia Wealth Management8$2.91K<0.01%013F-HRTimeline
Wall Street Financial Group, Inc.7$2.55K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.6$2.18K<0.01%+113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…6$2.18K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC6$2.18K<0.01%013F-HRTimeline
Hughes Financial Services, LLC6$2.18K<0.01%013F-HRTimeline
Essential Partners LLC6$2.18K<0.01%+113F-HRTimeline
First Pacific Financial5$1.85K<0.01%013F-HRTimeline
Magnolia Wealth Management, LLC5$1.82K<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC5$1.82K<0.01%-313F-HRTimeline
Dunhill Financial, LLC4$1.76K<0.01%+313F-HRTimeline
Signature Equity Partners, LLC4$1.54K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.4$1.46K<0.01%013F-HRTimeline
Crewe Advisors LLC4$1.46K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.4$1.46K<0.01%+213F-HRTimeline
Imprint Wealth LLC4$1.46K0.01%013F-HRTimeline
Aspect Partners, LLC4$1.46K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC4$1.46K<0.01%+213F-HRTimeline
Scarborough Advisors, LLC3$1.21K<0.01%new13F-HRTimeline
True Wealth Design, LLC3$1.09K<0.01%+113F-HRTimeline
Financial Management Professionals, Inc.3$1.09K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.3$1.09K<0.01%new13F-HRTimeline
Cromwell Holdings LLC3$1.09K<0.01%013F-HRTimeline
MidFirst Bank3$1.09K<0.01%new13F-HRTimeline
Cornerstone Financial Management LLC3$1.09K<0.01%013F-HR/ATimeline
CX Institutional4$1K<0.01%013F-HRTimeline
Quent Capital, LLC2$795<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2$728<0.01%013F-HRTimeline
Key Financial Inc2$728<0.01%-113F-HRTimeline
DecisionPoint Financial, LLC2$728<0.01%013F-HRTimeline
PFS Partners, LLC2$728<0.01%013F-HRTimeline
Millstone Evans Group, LLC2$728<0.01%013F-HRTimeline
Sunrise Financial Services, LLC2$728<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC2$728<0.01%013F-HRTimeline
1015 Capital Partners, LLC2$728<0.01%+113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2$727<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC2$727<0.01%013F-HRTimeline
S&T Bank/PA1$364<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT1$364<0.01%new13F-HRTimeline
Triumph Capital Management1$364<0.01%013F-HRTimeline
Quaker Wealth Management, LLC1$364<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC1$364<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC1$364<0.01%013F-HRTimeline
Bare Financial Services, Inc1$364<0.01%new13F-HRTimeline
American Capital Advisory, LLC1$364<0.01%013F-HRTimeline
Seneschal Advisors, LLC1$364<0.01%013F-HRTimeline
HFM Investment Advisors, LLC1$364<0.01%new13F-HRTimeline
Rakuten Group, Inc.group of 2 filers holding1$364-1,479Timeline
Raleigh Capital Management Inc.0$25<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