WSO WATSCO INC
FollowStock (common), issuer CIK 105016
806 managers (824 13F filers) reported a position in WSO shares at 2024-12-31, 35,346,941 shares in all. 68 filers opened a position and 65 filers sold out during the quarter.
- Managers
- 806
- 13F filers
- 824
- New
- 68
- Added
- 273
- Reduced
- 307
- Sold out
- 65
- Shares held by filers
- 35,346,941
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
| Owner | Date | Shares | Price | Filing |
|---|---|---|---|---|
| LOGAN BARRY Sdirector, officer (Executive Vice President) | 2026-10-09 | +3,573 A | $279.9 | Form 4 |
| Nahmad Aaron Jdirector, officer (President) | 2026-10-09 | +16,078 A | $279.9 | Form 4 |
13F holders, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Parkworth Wealth Management, Inc. | 1 | $474 | <0.01% | 13F-HRTimeline | |
| Principia Wealth Advisory, LLC | 1 | $474 | <0.01% | 13F-HRTimeline | |
| Capital A Wealth Management, LLC | 1 | $474 | <0.01% | 13F-HRTimeline | |
| RE Dickinson Investment Advisors, LLC | 44 | $211 | 0.01% | 0 | 13F-HR/ATimeline |
| Activest Wealth Management | 0 | $0 | 0% | new | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |
| Erste Asset Management GmbHin group Erste Asset Management GmbH | 0 | $0 | 0% | 0 | 13F-HRTimelineGroupValue filed as zero, left out of ratios. Amount 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 , ingestedNahmad Aaron J acquired 16,078 WSO shares on 2026-10-09, Form 4 filed 2026-10-13. 0001193125-26-420464
Accepted , ingested