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Disclosery

WSO WATSCO INC

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Stock (common), issuer CIK 105016

825 managers (842 13F filers) reported a position in WSO shares at 2025-03-31, 35,315,888 shares in all. 78 filers opened a position and 62 filers sold out during the quarter.

Managers
825
13F filers
842
New
78
Added
331
Reduced
284
Sold out
62
Shares held by filers
35,315,888

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
RAFFA WEALTH MANAGEMENT, LLC2$1.02K<0.01%013F-HRTimeline
Greenline Partners, LLC2$1.02K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC2$1.02K<0.01%013F-HRTimeline
Key Financial Inc2$1.02K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.2$1.02K<0.01%+113F-HRTimeline
Cromwell Holdings LLC2$1.02K<0.01%new13F-HRTimeline
Wealth Preservation Advisors, LLC2$1.02K<0.01%13F-HRTimeline
Valued Wealth Advisors LLC2$1.02K<0.01%013F-HRTimeline
Bare Financial Services, Inc2$1.02K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC2$1.02K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC2$1.02K<0.01%+113F-HRTimeline
Bernard Wealth Management Corp.2$1.02K<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1$509<0.01%new13F-HRTimeline
TFC Financial Management, Inc.1$509<0.01%013F-HRTimeline
HFM Investment Advisors, LLC1$509<0.01%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1$508<0.01%new13F-HRTimeline
Perkins Coie Trust Co1$508<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC1$508<0.01%new13F-HRTimeline
Stonebridge Financial Group, LLC1$508<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.1$508<0.01%013F-HRTimeline
Horizon Investments, LLC1$505<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC1$499<0.01%013F-HRTimeline
Avion Wealth2$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-74913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%013F-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 , ingested

  • Nahmad Aaron J acquired 16,078 WSO shares on 2026-10-09, Form 4 filed 2026-10-13. 0001193125-26-420464

    Accepted , ingested