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WSO WATSCO INC

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Stock (common), issuer CIK 105016

Filings received so far for Q3 2026: 29 13F filers report a position in WSO shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
CONFLUENCE INVESTMENT MANAGEMENT LLC320,431$97M1.63%new13F-HRTimeline
Hamlin Capital Management, LLC303,183$91.8M2.27%-1,14113F-HRTimeline
Fenimore Asset Management Inc95,325$28.9M0.63%+15,10813F-HRTimeline
DUDLEY & SHANLEY, INC.51,565$15.6M2.48%-26,44713F-HRTimeline
Bath Savings Trust Co34,445$10.4M1.08%-2,78213F-HRTimeline
Mn Services Vermogensbeheer B.V.9,975$3.02M0.02%013F-HRTimeline
Applied Capital LLC/FL7,362$2.23M1.48%+6713F-HRTimeline
GAMMA Investing LLC3,355$1.02M0.03%+1,40413F-HRTimeline
Cox Capital Mgt LLC1,925$583K0.33%013F-HRTimeline
CoreCap Advisors, LLC1,651$500K0.01%-27513F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…1,377$417K0.3%-26613F-HRTimeline
EASTERN BANK1,358$411K0.01%-5013F-HRTimeline
Avidian Wealth Enterprises, LLC1,336$404K0.01%+17713F-HRTimeline
Farther Finance Advisors, LLC1,187$359K<0.01%-34013F-HRTimeline
PARK NATIONAL CORP /OH/996$301K0.01%013F-HRTimeline
Ridgewood Investments LLC912$276K0.1%new13F-HRTimeline
Everhart Financial Group, Inc.842$255K0.02%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB807$244K0.01%+2013F-HRTimeline
Heartwood Wealth Advisors LLC761$230K0.02%013F-HRTimeline
Valeo Financial Advisors, LLC723$219K<0.01%+5613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP500$151K0.01%-50013F-HRTimelineGroup
GK Wealth Management LLC209$63.4K0.04%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST99$30K<0.01%013F-HRTimeline
Versant Capital Management, Inc77$23.3K<0.01%-4113F-HRTimeline
GoalVest Advisory LLC67$20.3K<0.01%-513F-HRTimeline
Rosenberg Matthew Hamilton18$5.45K<0.01%013F-HRTimeline
Noble Wealth Management PBC18$5.45K<0.01%013F-HRTimeline
Grove Bank & Trust11$3.33K<0.01%013F-HRTimeline
CX Institutional4$1K<0.01%013F-HRTimeline