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Disclosery

WSO WATSCO INC

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Stock (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

No Form 4 transaction on this security in the data.

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.

HolderSharesValue% of portfolioChangeSource
BlackRock, Inc.in group BlackRock, Inc.3,735,741$1.77B0.04%-49,09113F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding3,621,949$1.72B+52,316Timeline
FMR LLCin group FMR LLC3,471,241$1.64B0.1%-152,91813F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,549,850$734M1.69%+2,62713F-HR/ATimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,371,535$650M0.12%+118,71313F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,221,747$579M0.02%+47,98513F-HRTimelineGroup
BAILLIE GIFFORD & COin group BAILLIE GIFFORD & CO1,098,081$520M0.4%-136,05513F-HRTimelineGroup
BLAIR WILLIAM & CO/IL770,936$365M1.06%-14,10913F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC725,186$343M0.03%+20,85613F-HRTimelineGroup
Capital World Investors639,019$303M0.05%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY609,673$289M0.02%+15,93913F-HR/ATimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC595,982$282M0.22%-1,36413F-HRTimelineGroup
Markel Group Inc.in group Markel Group Inc.590,500$280M2.47%+8,00013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO477,470$226M0.02%+13,40913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN466,710$221M0.05%-7,23213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC371,723$176M0.07%13F-HR/ATimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…353,849$168M0.03%-96,36213F-HRTimelineGroup
Hamlin Capital Management, LLC345,020$164M4.05%+30,47713F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC342,412$162M4.91%+1,14713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp342,077$162M0.03%-31,75413F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP333,348$158M0.02%+67,64913F-HRTimelineGroup
DAVENPORT & Co LLC327,729$155M0.91%+19,58513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC287,924$136M0.03%+2,92313F-HRTimelineGroup
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding287,345$136M-65,663Timeline
UBS Group AGgroup of 2 filers holding268,649$127M+88,255Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding263,970$125M+3,164Timeline
Bahl & Gaynor LLC251,529$119M0.63%+12,89613F-HRTimeline
NORGES BANK249,661$118M0.02%-3,87013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC237,647$113M0.06%-146,76513F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA228,115$108M0.02%+3,30113F-HRTimelineGroup
LORD, ABBETT & CO. LLC220,586$105M0.33%new13F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP218,987$104M0.02%+5,35913F-HRTimelineGroup
Welch & Forbes LLC214,281$102M1.31%-62213F-HRTimeline
CALEDONIA INVESTMENTS PLC194,427$92.2M11.02%-5,00013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.188,480$89.3M0.02%-4,86013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC161,647$76.6M0.07%+105,70613F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP157,818$74.8M0.12%-7,23413F-HRTimelineGroup
Williams Jones Wealth Management, LLC.144,435$68.4M0.83%+16,66513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/141,693$67.1M0.01%-42,17913F-HRTimelineGroup
AEGON ASSET MANAGEMENT UK Plc139,157$66M0.87%+18,27913F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO132,393$62.7M0.44%+13,63013F-HRTimelineGroup
KING LUTHER CAPITAL MANAGEMENT CORP126,875$60.1M0.26%+4,72813F-HRTimeline
Handelsbanken Fonder AB122,458$58M0.22%-5,10013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP122,189$57.9M0.05%-6,57313F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC118,893$56.3M2.47%-1,36213F-HRTimeline
GW&K Investment Management, LLC114,187$54.1M0.46%-2,78813F-HRTimeline
RIVERBRIDGE PARTNERS LLC113,472$53.8M0.73%-7,92213F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management110,752$52.5M0.12%+93,50613F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.110,521$52.4M0.1%-3,69313F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC108,766$51.6M0.74%+1,30313F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc107,925$51.1M0.01%-9,66713F-HRTimelineGroup
RHUMBLINE ADVISERS106,391$50.4M0.05%+1,60113F-HR/ATimeline
Swedbank ABin group Swedbank AB103,831$49.2M0.06%-69,95613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP103,429$49M0.05%-3313F-HRTimelineGroup
Premier Fund Managers Ltd100,000$47.5M1.69%013F-HRTimeline
Swiss National Bank98,244$46.6M0.03%-4,90013F-HRTimeline
Conestoga Capital Advisors, LLC97,832$46.4M0.61%+1,30013F-HRTimeline
DEARBORN PARTNERS LLC94,485$44.8M1.88%-1,09013F-HRTimeline
TimesSquare Capital Management, LLC90,340$42.8M0.62%-20,56313F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding89,196$42.3M+344Timeline
PRICE T ROWE ASSOCIATES INC /MD/88,434$41.9M<0.01%-11,49713F-HRTimeline
Wilkinson Global Asset Management LLC87,128$41.3M2.54%-19813F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC85,255$40.4M1.15%-4,01613F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding85,138$40.3M-3,031Timeline
Nuveen Asset Management, LLCin group TIAA83,561$39.6M0.01%-6,28613F-HRTimelineGroup
Motley Fool Asset Management LLCgroup of 2 filers holding83,142$39.4M-971Timeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …80,723$37.9M0.06%-29,83413F-HRTimelineGroup
Curi Capital, LLC78,561$37.2M0.86%-4313F-HRTimeline
JENNISON ASSOCIATES LLC78,340$37.1M0.02%-44,52213F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …68,637$32.5M0.02%+3,87913F-HRTimelineGroup
Baskin Financial Services Inc.67,677$32.1M2.55%+43513F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co67,254$31.9M0.05%+9,32613F-HRTimelineGroup
Formuepleje A/S65,618$31.1M1.68%-7,07813F-HRTimeline
GENEVA CAPITAL MANAGEMENT LLC63,059$29.9M0.52%-4,96213F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD62,687$29.7M0.04%-2,38313F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC62,400$29.6M0.04%+35,80013F-HRTimeline
SCHWARTZ INVESTMENT COUNSEL INC61,000$28.9M1.04%013F-HRTimeline
CAPITAL ADVISORS INC/OK59,288$28.1M0.56%-18813F-HRTimeline
Pembroke Management, LTD59,241$28.1M3.5%-64813F-HRTimeline
Fenimore Asset Management Inc58,180$27.6M0.58%-32513F-HRTimeline
California Public Employees Retirement …56,725$26.9M0.02%-4,61213F-HR/ATimeline
EULAV Asset Management55,900$26.5M0.64%+7,00013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\54,970$26M0.01%-5,22913F-HR/ATimelineGroup
Retirement Systems of Alabama54,498$25.8M0.1%+9013F-HRTimeline
T. Rowe Price Investment Management, In…54,410$25.8M0.02%-1,75513F-HRTimeline
National Pension Service53,300$25.3M0.02%-1,50013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC52,550$24.9M0.02%+36,33113F-HRTimelineGroup
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC52,464$24.9M0.06%-22,08313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS52,372$24.8M0.07%-1,66413F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…51,597$24.5M0.03%-2,94713F-HR/ATimeline
FRANKLIN RESOURCES INCin group Franklin Resources49,916$23.7M0.01%-1,67413F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.49,882$23.6M0.01%-1,16513F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT46,900$22.2M0.37%+13213F-HRTimeline
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …46,639$22.2M0.02%-5,04213F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO46,596$22.1M0.03%-5,69613F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC44,743$21.2M0.05%-46,89313F-HRTimelineGroup
Bath Savings Trust Co39,529$18.7M1.9%-67113F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.39,409$18.7M0.1%-1,72913F-HRTimelineGroup
GRACE & WHITE INC /NY39,200$18.6M3.47%-75013F-HRTimeline
WASHINGTON TRUST Co38,999$18.5M0.66%-1,96713F-HRTimeline
LaFleur & Godfrey LLC38,634$18.3M2.51%-2,64213F-HR/ATimeline
STOREBRAND ASSET MANAGEMENT AS38,467$18.2M0.06%-15,99413F-HRTimeline
DekaBank Deutsche Girozentrale38,869$18.2M0.03%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC37,291$17.7M<0.01%-1,22613F-HRTimelineGroup
NEW YORK STATE TEACHERS RETIREMENT SYST…37,111$17.6M0.04%-30013F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…36,143$17.1M0.03%+47013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…34,587$16.9M0.15%-12613F-HRTimeline
AXA S.A.in group AXA S.A.34,881$16.5M0.05%-913F-HRTimelineGroup
TEACHERS RETIREMENT SYSTEM OF THE STATE…34,227$16.2M0.14%-24013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…34,153$16.2M0.03%-5,74113F-HRTimelineGroup
Carnegie Investment Counsel34,034$16.1M0.46%-13413F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND33,248$15.8M0.02%-2,10013F-HR/ATimeline
Schonfeld Strategic Advisors LLC33,169$15.7M0.1%+31,95713F-HRTimeline
WENDELL DAVID ASSOCIATES INC32,217$15.3M1.51%-23013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC31,918$15.1M0.01%-6,85513F-HRTimelineGroup
Covington Investment Advisors Inc.31,985$15.1M2.27%-32513F-HR/ATimeline
COMERICA BANK30,864$14.6M0.06%-1,24613F-HR/ATimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding30,085$14.3M+892Timeline
Running Oak Capital LLC28,659$13.6M1.77%+1,13513F-HRTimeline
BLI - Banque de Luxembourg Investments28,500$13.5M0.37%13F-HRTimeline
LGT Group Foundationin group LGT Group Foundation27,946$13.2M0.21%+2,95813F-HRTimelineGroup
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…27,789$13.2M0.01%-54813F-HRTimelineGroup
LPL Financial LLC27,557$13.1M0.01%+4,89813F-HRTimeline
Gotham Asset Management, LLC27,076$12.8M0.12%+7,44813F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC26,760$12.7M0.01%+3,61813F-HRTimeline
HEARTLAND ADVISORS INC26,275$12.5M0.68%-5,59413F-HRTimeline
Vantage Investment Partners, LLC26,205$12.4M1.08%-79413F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding25,663$12.3M+5,489Timeline
STATE OF WISCONSIN INVESTMENT BOARD25,809$12.2M0.03%+5313F-HRTimeline
2Xideas AGin group 2Xideas AG25,531$12.1M1.62%+8,90113F-HRTimelineGroup
Patrick Mauro Investment Advisor, INC.25,494$12.1M6.9%-96313F-HRTimeline
DUDLEY & SHANLEY, INC.25,403$12M1.86%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC25,167$11.9M0.02%+3,30613F-HRTimelineGroup
AE Wealth Management LLC24,931$11.8M0.1%-1,62413F-HRTimeline
Amundiin group Amundi25,035$11.7M<0.01%-1,23313F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC24,212$11.5M0.13%+44313F-HRTimeline
Crown Oak Advisors, LLC24,121$11.4M5.88%+4,10113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding23,562$11.2M+403Timeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …22,327$10.6M0.01%-43213F-HRTimelineGroup
Janney Montgomery Scott LLC22,044$10.4M0.03%new13F-HRTimeline
WESTFIELD CAPITAL MANAGEMENT CO LP22,016$10.4M0.05%-77113F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…22,011$10.4M0.04%+18,36113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP21,843$10.4M0.02%-21,11513F-HRTimelineGroup
Korea Investment CORP21,611$10.2M0.02%+14,37713F-HRTimeline
Ensign Peak Advisors, Inc19,903$9.43M0.02%-2,79413F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…19,631$9.3M0.05%+1,65313F-HRTimelineGroup
DF DENT & CO INC19,169$9.08M0.12%+613F-HRTimeline
WORLDQUANT MILLENNIUM ADVISORS LLC19,010$9.01M0.06%+67913F-HRTimeline
DANSKE BANK A/S18,593$8.81M0.03%+3,43713F-HRTimeline
Kensington Investment Counsel, LLC18,452$8.74M3.65%+69613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS18,418$8.73M0.01%-2,16713F-HRTimelineGroup
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…18,398$8.72M0.09%-40213F-HRTimelineGroup
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG18,333$8.69M0.09%-3,39013F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding18,284$8.66M+8,342Timeline
Anchor Investment Management, LLC18,266$8.66M0.81%+18,03813F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI18,187$8.62M1.38%-91013F-HRTimeline
Connor, Clark & Lunn Investment Managem…18,075$8.57M0.04%-4,62413F-HRTimeline
Regents Gate Capital LLP17,887$8.48M3.36%13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC17,880$8.47M0.03%-44013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP17,800$8.44M0.01%+13,10013F-HRTimelineGroup
Ipswich Investment Management Co., Inc.17,540$8.31M2%+1313F-HRTimeline
Marks Group Wealth Management, Inc17,527$8.31M0.82%-64113F-HRTimeline
Man Group plcin group Man Group plc17,474$8.28M0.03%+3,68813F-HRTimelineGroup
Buck Wealth Strategies, LLC17,450$8.27M1.72%+3,97313F-HRTimeline
TOWER BRIDGE ADVISORS17,095$8.1M0.86%-21713F-HRTimeline
AMALGAMATED BANK16,994$8.05M0.07%-13413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…16,855$7.99M0.01%+45713F-HRTimelineGroup
Vision Capital Management, Inc.16,721$7.92M1.16%-7113F-HRTimeline
SOUTHERNSUN ASSET MANAGEMENT, LLC16,680$7.9M0.98%+19113F-HRTimeline
Advisors Capital Management, LLC16,500$7.82M0.12%+13413F-HRTimeline
FineMark National Bank & Trust16,355$7.75M0.27%-38113F-HRTimeline
Redmond Asset Management, LLC16,270$7.71M1.93%+38013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC16,258$7.7M0.72%-22013F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…16,110$7.63M0.01%+33213F-HRTimelineGroup
HighTower Advisors, LLC15,978$7.57M0.01%-5113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,747$7.46M0.01%-44813F-HR/ATimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC15,609$7.4M<0.01%-34213F-HRTimelineGroup
Treasurer of the State of North Carolina15,211$7.21M0.03%+10013F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc15,052$7.17M0.01%+5613F-HRTimelineGroup
Princeton Global Asset Management LLC14,530$6.89M1.29%-3,85513F-HRTimeline
MARSICO CAPITAL MANAGEMENT LLC14,415$6.83M0.19%-4,56913F-HRTimeline
ROYAL LONDON ASSET MANAGEMENT LTD14,385$6.82M0.02%013F-HRTimeline
Achmea Investment Management B.V.in group Achmea Investment Management …14,078$6.67M0.11%-1,46013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…14,067$6.67M<0.01%-3613F-HRTimelineGroup
Verition Fund Management LLC14,019$6.64M0.03%+10,04613F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…13,906$6.59M0.02%-1,04813F-HRTimeline
Cutter & CO Brokerage, Inc.13,763$6.52M1.59%+1,18613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,669$6.48M0.01%+10813F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCgroup of 2 filers holding13,634$6.46M-1,938Timeline
Quantbot Technologies LP13,608$6.45M0.24%+4,34913F-HRTimeline
Mn Services Vermogensbeheer B.V.13,600$6.45M0.04%+30013F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding13,297$6.3M+7,510Timeline
Hamilton Point Investment Advisors, LLC13,236$6.27M1.13%+4913F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…13,151$6.23M0.02%+24713F-HRTimeline
State of Tennessee, Department of Treas…12,933$6.13M0.02%-36413F-HRTimeline
Edgestream Partners, L.P.12,915$6.12M0.26%+10,28113F-HRTimeline
CARDEROCK CAPITAL MANAGEMENT INC12,852$6.09M1.53%-13513F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC12,620$5.98M0.07%-47113F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…12,597$5.97M0.02%013F-HRTimelineGroup
Police & Firemen's Retirement System of…12,422$5.89M0.06%13F-HRTimeline