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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

No Form 4 transaction on this security in the data.

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
BlackRock, Inc.in group BlackRock, Inc.3,723,348$1.89B0.04%-12,39313F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding3,573,265$1.82B-48,684Timeline
FMR LLCin group FMR LLC3,407,807$1.73B0.11%-63,43413F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,557,610$792M1.94%+7,76013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,454,512$739M0.14%+82,97713F-HR/ATimelineGroup
STATE STREET CORPin group STATE STREET CORP1,238,087$629M0.03%+16,34013F-HRTimelineGroup
BAILLIE GIFFORD & COin group BAILLIE GIFFORD & CO1,019,100$518M0.45%-78,98113F-HRTimelineGroup
BLAIR WILLIAM & CO/IL814,712$414M1.25%+43,77613F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC761,504$386M0.03%+36,31813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY668,764$340M0.02%+59,09113F-HRTimelineGroup
Capital World Investors634,018$322M0.05%-5,00113F-HRTimeline
Markel Group Inc.in group Markel Group Inc.590,500$300M2.67%013F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC559,574$284M0.24%-36,40813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO496,428$252M0.02%+18,95813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC468,875$238M0.05%+180,95113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN458,265$233M0.06%-8,44513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS387,870$197M0.49%+335,49813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC375,803$191M0.07%+4,08013F-HRTimelineGroup
Hamlin Capital Management, LLC351,271$179M4.27%+6,25113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP335,584$171M0.03%+2,23613F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…330,179$168M0.03%-23,67013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp328,303$167M0.03%-13,77413F-HRTimelineGroup
DAVENPORT & Co LLC324,796$164M0.97%-2,93313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC291,079$148M0.14%+129,43213F-HRTimelineGroup
Bahl & Gaynor LLC290,327$148M0.75%+38,79813F-HRTimeline
UBS Group AGgroup of 2 filers holding283,479$144M+14,830Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding271,386$138M+7,416Timeline
LORD, ABBETT & CO. LLC240,086$122M0.43%+19,50013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA229,597$117M0.03%+1,48213F-HR/ATimelineGroup
BARCLAYS PLCin group BARCLAYS PLC226,213$115M0.05%-11,43413F-HR/ATimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP223,357$114M0.03%+4,37013F-HRTimelineGroup
Welch & Forbes LLC212,257$108M1.41%-2,02413F-HRTimeline
CALEDONIA INVESTMENTS PLC194,427$98.9M11.5%013F-HRTimeline
NORGES BANK186,647$94.9M0.01%-63,01413F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/186,585$94.8M0.01%+44,89213F-HRTimelineGroup
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding180,650$91.8M-106,695Timeline
Squarepoint Ops LLCin group Squarepoint Ops LLC163,006$82.9M0.2%+118,26313F-HR/ATimelineGroup
Williams Jones Wealth Management, LLC.146,406$74.4M0.95%+1,97113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO146,195$74.3M0.52%+13,80213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP143,508$72.9M0.12%-14,31013F-HRTimelineGroup
KING LUTHER CAPITAL MANAGEMENT CORP130,494$66.3M0.31%+3,61913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC126,107$64.1M0.9%+17,34113F-HRTimelineGroup
Handelsbanken Fonder AB123,458$62.8M0.26%+1,00013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP115,313$58.6M0.05%-6,87613F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC114,824$58.4M2.6%-4,06913F-HRTimeline
GW&K Investment Management, LLC114,713$58.3M0.54%+52613F-HRTimeline
AEGON ASSET MANAGEMENT UK Plc112,565$57M0.83%-26,59213F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Invesco Ltd.in group Invesco Ltd.109,733$55.8M0.01%-78,74713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.107,925$54.9M0.11%-2,59613F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc107,767$54.8M0.01%-15813F-HRTimelineGroup
JACOBS LEVY EQUITY MANAGEMENT, INC107,290$54.5M0.22%new13F-HRTimeline
RHUMBLINE ADVISERS105,845$53.8M0.05%-54613F-HR/ATimeline
Conestoga Capital Advisors, LLC105,192$53.5M0.81%+7,36013F-HRTimeline
RIVERBRIDGE PARTNERS LLC103,523$52.6M0.84%-9,94913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP101,696$51.7M0.05%-1,73313F-HRTimelineGroup
Premier Fund Managers Ltd100,035$50.1M1.87%+3513F-HRTimeline
Swiss National Bank98,244$49.9M0.04%013F-HRTimeline
Wilkinson Global Asset Management LLC87,168$44.3M2.77%+4013F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding86,910$44.2M-2,286Timeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding86,337$43.9M+1,199Timeline
ANCHOR CAPITAL ADVISORS LLC81,708$41.5M1.24%-3,54713F-HRTimeline
Nuveen, LLCin group TIAA81,089$41.2M0.01%13F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP78,915$40.1M0.05%+61,11513F-HRTimelineGroup
DEARBORN PARTNERS LLC77,608$39.4M1.89%-16,87713F-HRTimeline
Curi Capital, LLC76,139$38.7M0.95%-2,42213F-HRTimeline
Motley Fool Asset Management LLCgroup of 2 filers holding70,975$36.1M-12,167Timeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …68,220$34.7M0.02%-41713F-HRTimelineGroup
Baskin Financial Services Inc.67,541$34.3M2.79%-13613F-HRTimeline
GENEVA CAPITAL MANAGEMENT LLC66,056$33.6M0.63%+2,99713F-HRTimeline
SCHWARTZ INVESTMENT COUNSEL INC66,000$33.5M1.15%+5,00013F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co65,447$33.3M0.06%-1,80713F-HRTimelineGroup
TimesSquare Capital Management, LLC63,075$32.1M0.52%-27,26513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …60,575$31M0.05%-20,14813F-HRTimelineGroup
CAPITAL ADVISORS INC/OK59,909$30.5M0.61%+62113F-HRTimeline
Fenimore Asset Management Inc58,405$29.7M0.63%+22513F-HRTimeline
EULAV Asset Management55,900$28.4M0.7%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\55,391$28.2M0.01%+42113F-HRTimelineGroup
California Public Employees Retirement …54,616$27.8M0.02%-2,10913F-HRTimeline
Retirement Systems of Alabama54,538$27.7M0.11%+4013F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD53,707$27.3M0.03%-8,98013F-HR/ATimelineGroup
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …54,617$27.3M0.03%+7,97813F-HRTimelineGroup
T. Rowe Price Investment Management, In…53,643$27.3M0.02%-76713F-HRTimeline
WORLDQUANT MILLENNIUM ADVISORS LLC53,280$27.1M0.17%+34,27013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources53,071$27M0.01%+3,15513F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…51,831$26.3M0.03%+23413F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/50,588$25.7M<0.01%-37,84613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC49,197$25M0.02%-3,35313F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.48,992$24.9M0.01%-89013F-HRTimeline
JENNISON ASSOCIATES LLC48,877$24.8M0.02%-29,46313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO47,374$24.1M0.03%+77813F-HR/ATimelineGroup
BRADLEY FOSTER & SARGENT INC/CT43,460$22.1M0.38%-3,44013F-HRTimeline
Gotham Asset Management, LLC42,056$21.4M0.18%+14,98013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…40,734$20.7M0.03%+23,87913F-HRTimelineGroup
Bath Savings Trust Co39,314$20M2.07%-21513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC39,281$20M0.01%+1,99013F-HRTimelineGroup
GRACE & WHITE INC /NY39,130$19.9M3.8%-7013F-HRTimeline
AXA S.A.in group AXA S.A.38,781$19.7M0.06%+3,90013F-HRTimelineGroup
Corebridge Financial, Inc.in group Corebridge Financial, Inc.38,469$19.6M0.11%-94013F-HRTimelineGroup
LaFleur & Godfrey LLC38,256$19.4M2.64%-37813F-HRTimeline
WASHINGTON TRUST Co38,166$19.4M0.74%-83313F-HRTimeline
STOREBRAND ASSET MANAGEMENT AS38,097$19.4M0.06%-37013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC38,000$19.3M0.03%-24,40013F-HRTimeline
DekaBank Deutsche Girozentrale38,830$19.1M0.04%-3913F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…36,143$18.4M0.04%013F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…35,411$18M0.04%-1,70013F-HRTimeline
Pembroke Management, LTD35,161$17.9M2.61%-24,08013F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…34,228$17.4M0.16%+113F-HRTimeline
COMERICA BANK34,204$17.4M0.07%+3,34013F-HRTimeline
DANSKE BANK A/S34,184$17.4M0.05%+15,59113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…34,124$17.3M0.04%-2913F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,962$17.3M0.03%+25,25813F-HR/ATimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding32,474$16.5M+2,389Timeline
Covington Investment Advisors Inc.32,220$16.4M2.55%+23513F-HRTimeline
WENDELL DAVID ASSOCIATES INC32,088$16.3M1.63%-12913F-HRTimeline
Running Oak Capital LLC31,815$16.2M1.95%+3,15613F-HRTimeline
Carnegie Investment Counsel33,771$16M0.38%-26313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC32,217$15.8M0.02%+7,05013F-HRTimelineGroup
Schonfeld Strategic Advisors LLC30,398$15.5M0.1%-2,77113F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…33,797$15.1M0.15%-79013F-HRTimeline
BLI - Banque de Luxembourg Investments30,000$15M0.46%+1,50013F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC28,837$14.7M0.04%-23,62713F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding29,050$14.6M+3,387Timeline
LPL Financial LLC28,338$14.4M0.01%+78113F-HRTimeline
LGT Group Foundationin group LGT Group Foundation27,847$14.2M0.2%-9913F-HRTimelineGroup
Vantage Investment Partners, LLC27,336$13.9M1.17%+1,13113F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…27,011$13.7M0.06%+5,00013F-HRTimeline
Amundiin group Amundi26,348$13M<0.01%+1,31313F-HRTimelineGroup
DUDLEY & SHANLEY, INC.25,428$12.9M2.04%+2513F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…25,110$12.8M0.01%-2,67913F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC25,071$12.7M0.14%+85913F-HRTimeline
Patrick Mauro Investment Advisor, INC.25,057$12.7M6.96%-43713F-HRTimeline
Caisse de depot et placement du Quebec24,755$12.6M0.03%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding24,521$12.5M+959Timeline
AE Wealth Management LLC24,506$12.5M0.1%-42513F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC24,487$12.4M0.01%+23,55013F-HRTimelineGroup
Crown Oak Advisors, LLC24,371$12.4M6.26%+25013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC23,936$12.2M0.01%-2,82413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC23,598$11.9M0.01%-8,32013F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.23,308$11.8M0.31%+11,66813F-HRTimeline
Ensign Peak Advisors, Inc22,854$11.6M0.02%+2,95113F-HRTimeline
Korea Investment CORP22,785$11.6M0.03%+1,17413F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…21,630$11M0.11%+18,43413F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …21,447$10.9M0.01%-88013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP20,858$10.6M0.02%-98513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…20,704$10.5M0.03%+10,27113F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD19,717$10M0.03%-6,09213F-HRTimeline
HEARTLAND ADVISORS INC19,561$9.94M0.57%-6,71413F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…19,338$9.83M0.05%-29313F-HRTimelineGroup
Kensington Investment Counsel, LLC19,149$9.73M4.32%+69713F-HRTimeline
Buck Wealth Strategies, LLC19,136$9.73M1.77%+1,68613F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG18,950$9.63M0.1%+61713F-HRTimelineGroup
DF DENT & CO INC18,620$9.46M0.13%-54913F-HRTimeline
Anchor Investment Management, LLC18,266$9.28M0.87%013F-HRTimeline
Achmea Investment Management B.V.in group Achmea Investment Management …17,949$9.12M0.13%+3,87113F-HRTimelineGroup
Marks Group Wealth Management, Inc17,940$9.12M0.88%+41313F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…17,925$9.11M0.1%-47313F-HR/ATimelineGroup
ARCADIA INVESTMENT MANAGEMENT CORP/MI17,888$9.09M1.65%-29913F-HRTimeline
Ipswich Investment Management Co., Inc.17,871$9.08M2.25%+33113F-HRTimeline
Vision Capital Management, Inc.17,849$9.07M1.31%+1,12813F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND17,648$8.97M0.01%-15,60013F-HR/ATimeline
NISA INVESTMENT ADVISORS, LLC17,490$8.89M0.04%-39013F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS16,826$8.55M0.04%+8,19813F-HRTimelineGroup
Walleye Capital LLCgroup of 2 filers holding16,793$8.54M+3,496Timeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS16,757$8.52M0.01%-1,66113F-HRTimelineGroup
TOWER BRIDGE ADVISORS16,728$8.5M0.95%-36713F-HRTimeline
Connor, Clark & Lunn Investment Managem…16,682$8.48M0.04%-1,39313F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCgroup of 2 filers holding16,669$8.47M+3,035Timeline
Advisors Capital Management, LLC16,570$8.42M0.13%+7013F-HRTimeline
Redmond Asset Management, LLC16,314$8.29M2.14%+4413F-HRTimeline
AMALGAMATED BANK16,299$8.29M0.07%-69513F-HRTimeline
FineMark National Bank & Trust16,216$8.24M0.3%-13913F-HRTimeline
ROYAL LONDON ASSET MANAGEMENT LTD16,083$8.17M0.02%+1,69813F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC15,908$8.09M<0.01%+29913F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC15,883$8.07M0.77%-37513F-HRTimeline
HighTower Advisors, LLC15,825$8.04M0.01%-15313F-HRTimeline
Treasurer of the State of North Carolina15,821$8.04M0.03%+61013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding15,777$8.02M-2,507Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,775$8.02M0.02%+2813F-HRTimeline
SCOPUS ASSET MANAGEMENT, L.P.15,718$7.99M0.29%new13F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…15,601$7.93M0.01%-50913F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…15,456$7.86M0.07%+7,83413F-HRTimelineGroup
Man Group plcin group Man Group plc15,223$7.74M0.02%-2,25113F-HRTimelineGroup
Cutter & CO Brokerage, Inc.15,020$7.63M1.81%+1,25713F-HRTimeline
Princeton Global Asset Management LLC14,523$7.38M1.47%-713F-HRTimeline
MARSICO CAPITAL MANAGEMENT LLC14,415$7.33M0.25%013F-HRTimeline
SOUTHERNSUN ASSET MANAGEMENT, LLC14,263$7.25M1.05%-2,41713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…14,240$7.24M<0.01%+17313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC14,123$7.18M0.01%+45413F-HRTimeline
CARDEROCK CAPITAL MANAGEMENT INC13,848$7.04M1.87%+99613F-HRTimeline
Verition Fund Management LLC13,465$6.84M0.04%-55413F-HRTimeline
2Xideas AGin group 2Xideas AG13,444$6.83M1.04%-12,08713F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…13,441$6.83M0.02%-46513F-HRTimeline
Hamilton Point Investment Advisors, LLC13,282$6.75M1.21%+4613F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…13,270$6.75M0.02%+11913F-HRTimeline
Asset Management One Co., Ltd.13,084$6.65M0.02%+1,22513F-HRTimeline
State of Tennessee, Department of Treas…12,933$6.57M0.03%013F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc12,820$6.47M0.01%-2,23213F-HRTimelineGroup
Police & Firemen's Retirement System of…12,483$6.35M0.06%+6113F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC12,350$6.28M0.07%-27013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co12,314$6.26M0.08%+2,95013F-HRTimelineGroup