WSO — WATSCO INCToday's name, from the SEC's present-day ticker list — a present-day mapping, not the name as of each filing.

Congress trades
13
all time
Members · 12m
0
0 buys · 0 sells · by trade date
Latest filing
10-10
2025-10-10
Rows filed past the STOCK Act's 45-day window, stated on the row, never editorialised; both dates and the receipt stay on every row.
2
13F holders
608
top 500 listed · 2026-03-31
Congress: statutory ranges, filed up to 45 days after the trade · 13F: quarter-end snapshots, filed up to 45 days lateras of 2026-10-29
Congress 13Institutional 500

Congress · disclosure timeline

By trade date · 24 months · 4 rows ▲ buy, ▼ sell; height = lower bound (log scale). Trade date, not filing date — the filing lag is in the table below.

4 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds, against gridlines at $15K, $250K, $5M.

Members active in WSO

12 months · most active first Rows = number of disclosures, not dollars. Net = lower bound of the net range. Committees as of each member's latest trade in the window (roster snapshot 2026-10-29).

No member disclosed WSO in the trailing 12 months.

Congressional disclosures

Newest filed firstAll 13 rows ↗
Latest congressional filings mentioning WSO
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-10Val T. Hoyle D–OR-4SELL SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 08-13 +30d$1K–$15K
2025-09-12Val T. Hoyle D–OR-4BUY SP (spouse-owned)Traded 2024-10-29 LATE·318d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2023-10-10Lois Frankel D–FL-22SELLTraded 09-08 +32d$1K–$15K
2023-07-28Lois Frankel D–FL-22SELL partial (partial sale)Traded 06-28 +30d$1K–$15K
2020-08-24Lois Frankel D–FL-22SELL partial (partial sale)Traded 07-24 +31d$1K–$15K
2020-05-15Donna E. Shalala D–FL-27SELLTraded 05-07 +8d$15K–$50K
2020-03-23Lois Frankel D–FL-22BUYTraded 03-04 +19d$1K–$15K
2020-03-23Lois Frankel D–FL-22BUYTraded 03-03 +20d$1K–$15K

13F holders · Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt. · longs only

Top institutional holders of WSO for quarter 2026-03-31, 1–25 of 608 holders
#FilerValueSecuritiesFlagsderived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list·§
1BlackRock, Inc.$1.5B1
derived ·§ EDGAR ↗
2Capital International Investors$1.3B1
derived ·§ EDGAR ↗
3Capital Research Global Investors$691M1
derived ·§ EDGAR ↗
4FMR LLC$688M1
derived ·§ EDGAR ↗
5VANGUARD PORTFOLIO MANAGEMENT LLC$637M1
derived ·§ EDGAR ↗
6VANGUARD CAPITAL MANAGEMENT LLC$570M1
derived ·§ EDGAR ↗
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC$487M1
derived ·§ EDGAR ↗
8STATE STREET CORP$463M1
derived ·§ EDGAR ↗
9BAILLIE GIFFORD & CO$414M1
derived ·§ EDGAR ↗
10MORGAN STANLEY$324M1
derived ·§ EDGAR ↗
11GEODE CAPITAL MANAGEMENT, LLC$237M1
derived ·§ EDGAR ↗
12BLAIR WILLIAM & CO/IL$212M1
derived ·§ EDGAR ↗
13MARKEL GROUP INC.$212M1
derived ·§ EDGAR ↗
14DAVENPORT & Co LLC$198M1
derived ·§ EDGAR ↗
15RAYMOND JAMES FINANCIAL INC$155M1
derived ·§ EDGAR ↗
16WELLS FARGO & COMPANY/MN$153M1
derived ·§ EDGAR ↗
17UBS Group AG$132M1
derived ·§ EDGAR ↗
18Capital World Investors$123M1
derived ·§ EDGAR ↗
19Hamlin Capital Management, LLC$123M1
derived ·§ EDGAR ↗
20NORTHERN TRUST CORP$118M1
derived ·§ EDGAR ↗
21TWO SIGMA INVESTMENTS, LP$109M1
derived ·§ EDGAR ↗
22ENVESTNET ASSET MANAGEMENT INC$106M1
derived ·§ EDGAR ↗
23BAHL & GAYNOR INC$95.3M1
derived ·§ EDGAR ↗
24Bank of New York Mellon Corp$91.6M1
derived ·§ EDGAR ↗
25BANK OF AMERICA CORP /DE/$87.2M1
derived ·§ EDGAR ↗
Show the top 500 of 608 holders
Truncated by Public Filings. Top 500 of 608 holders shown; the rest are on EDGAR. Method ↗

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Congress ↔ notable managers · WSO

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
0 — $0 held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · WATSCO INC

Merged timeline of congressional filings and notable-manager moves on WSO
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+36,706 sh
2026-05-14Caxton Associates 13FADD+404 sh
2026-05-01Markel Group 13FADD+4,500 sh

3 newest, by filing date · 13F rows are quarter-end snapshots, not trades

Congress vs filers

12 months
Congress net (rows)no rows
Congress net ($ bound)$0
Filersnot computedThe filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.