Watsco Inc
WSO- 交易所
- NYSE
- 產業
- Wholesale-Hardware & Plumbing & Heating Equipment & Supplies
- SEC CIK
- 0000105016
近 90 天,Watsco Inc 沒有內部人公開市場買賣的申報;2026 年第 2 季末有 787 家機構在 13F 申報持有,市值合計 $157.4 億;馬克爾集團和吉維尼資本兩位大師持有。
其他股別WSO.B
2021 年第 4 季 13F 持有人
Watsco Inc 在 2021/12/31 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 521
- 較 2021 年第 3 季 +50 家
- 持有股數
- 3,074 萬
- 較 2021 年第 3 季 +10.9 萬 (+0.4%)
- 總市值
- $96.1 億
- 較 2021 年第 3 季 +$15.0 億 (+18.5%)
- 新進機構
- 86
- 另有 199 家加碼
- 清倉機構
- 36
- 另有 155 家減碼
另有 7 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 WSO 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 787 | $157.4 億 |
| 2026 年第 1 季 | 772 | $139.2 億 |
| 2025 年第 4 季 | 768 | $126.2 億 |
| 2025 年第 3 季 | 780 | $145.8 億 |
| 2025 年第 2 季 | 807 | $153.1 億 |
| 2025 年第 1 季 | 840 | $179.4 億 |
| 2024 年第 4 季 | 822 | $167.5 億 |
| 2024 年第 3 季 | 789 | $174.4 億 |
| 2024 年第 2 季 | 778 | $167.0 億 |
| 2024 年第 1 季 | 746 | $156.4 億 |
| 2023 年第 4 季 | 727 | $152.7 億 |
| 2023 年第 3 季 | 683 | $136.5 億 |
| 2023 年第 2 季 | 677 | $135.2 億 |
| 2023 年第 1 季 | 615 | $109.8 億 |
| 2022 年第 4 季 | 568 | $85.1 億 |
| 2022 年第 3 季 | 538 | $85.9 億 |
| 2022 年第 2 季 | 516 | $77.4 億 |
| 2022 年第 1 季 | 495 | $94.6 億 |
| 2021 年第 4 季 | 521 | $96.1 億 |
| 2021 年第 3 季 | 478 | $81.2 億 |
| 2021 年第 2 季 | 475 | $88.0 億 |
| 2021 年第 1 季 | 464 | $80.6 億 |
2021 年第 4 季持有機構
每家機構持有 Watsco Inc 的股數、市值與佔組合比重;股數變化跟 2021 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ergoteles LLC | 647 | $20.2 萬 | 0.01% | +647 | 新進 |
| Affinity Investment Advisors, LLC | 650 | $20.3 萬 | 0.08% | +650 | 新進 |
| River Wealth Advisors LLC | 653 | $20.4 萬 | 0.03% | +653 | 新進 |
| Triad Investment Management | 659 | $20.6 萬 | 0.19% | +659 | 新進 |
| MAI Capital Management | 667 | $20.9 萬 | 0.00% | +667 | 新進 |
| Belpointe Asset Management LLC | 676 | $21.1 萬 | 0.01% | +2+0.3% | 加碼 |
| Woodstock Corp | 675 | $21.1 萬 | 0.02% | +675 | 新進 |
| First Horizon Advisors, Inc. | 698 | $21.7 萬 | 0.01% | −31−4.3% | 減碼 |
| Campbell & CO Investment Adviser LLC | 700 | $21.9 萬 | 0.08% | +700 | 新進 |
| Gladius Capital Management LP | 704 | $22.1 萬 | 0.07% | +704 | 新進 |
| Fort Point Capital Partners LLC | 706 | $22.1 萬 | 0.03% | +706 | 新進 |
| Quadrature Capital Ltd | 715 | $22.4 萬 | 0.01% | −3,533−83.2% | 減碼 |
| Fort, L.P. | 726 | $22.7 萬 | 0.07% | −2,018−73.5% | 減碼 |
| Taylor Hoffman Wealth Management | 729 | $22.8 萬 | 0.09% | +729 | 新進 |
| Ci Investments Inc. | 735 | $23.0 萬 | 0.00% | −458−38.4% | 減碼 |
| Cigna Investments Inc | 743 | $23.2 萬 | 0.02% | −230−23.6% | 減碼 |
| Signaturefd, LLC | 752 | $23.5 萬 | 0.01% | +72+10.6% | 加碼 |
| CWM Advisors, LLC | 781 | $24.4 萬 | 0.03% | −3,964−83.5% | 減碼 |
| JTC Employer Solutions Trusteee Ltd | 780 | $24.4 萬 | 0.03% | 00.0% | 不變 |
| Delphia (USA) Inc. | 791 | $24.7 萬 | 0.26% | +791 | 新進 |
| Wealthspire Advisors, LLC | 792 | $24.8 萬 | 0.01% | +792 | 新進 |
| 6 Meridian | 796 | $24.9 萬 | 0.02% | +3+0.4% | 加碼 |
| Jefferies Group LLC | 798 | $25.0 萬 | 0.00% | −68−7.9% | 減碼 |
| Autumn Glory Partners, LLC | 800 | $25.0 萬 | 0.10% | +800 | 新進 |
| Van Eck Associates Corp | 802 | $25.1 萬 | 0.00% | +78+10.8% | 加碼 |
| Canada Pension Plan Investment Board | 801 | $25.1 萬 | 0.00% | +390+94.9% | 加碼 |
| Unigestion Holding SA | 810 | $25.3 萬 | 0.01% | 00.0% | 不變 |
| Mayflower Financial Advisors, LLC | 828 | $25.9 萬 | 0.03% | 00.0% | 不變 |
| StoneX Group Inc. | 851 | $26.6 萬 | 0.03% | +851 | 新進 |
| Longfellow Investment Management Co LLC | 864 | $27.1 萬 | 0.04% | 00.0% | 不變 |
| Verition Fund Management LLC | 903 | $28.3 萬 | 0.00% | −962−51.6% | 減碼 |
| Ellevest, Inc. | 903 | $28.3 萬 | 0.03% | +1+0.1% | 加碼 |
| Trexquant Investment LP | 906 | $28.3 萬 | 0.02% | +906 | 新進 |
| M&T Bank Corp | 910 | $28.4 萬 | 0.00% | +8+0.9% | 加碼 |
| Wakefield Asset Management LLLP | 919 | $28.8 萬 | 0.10% | +42+4.8% | 加碼 |
| Aigen Investment Management, LP | 937 | $28.9 萬 | 0.02% | +937 | 新進 |
| Wealth Management Solutions, LLC | 935 | $29.3 萬 | 0.15% | +935 | 新進 |
| Diversified Trust Co | 939 | $29.4 萬 | 0.01% | +939 | 新進 |
| Commerce Bank | 942 | $29.5 萬 | 0.00% | +65+7.4% | 加碼 |
| Lake Street Financial LLC | 946 | $29.6 萬 | 0.05% | +946 | 新進 |
| Pearl River Capital, LLC | 953 | $29.8 萬 | 0.08% | +953 | 新進 |
| Park National Corp | 965 | $30.2 萬 | 0.01% | 00.0% | 不變 |
| Crescent Grove Advisors, LLC | 967 | $30.3 萬 | 0.03% | +19+2.0% | 加碼 |
| Integrated Wealth Concepts LLC | 970 | $30.3 萬 | 0.01% | +164+20.3% | 加碼 |
| Coury Firm Asset Management LLC | 974 | $30.5 萬 | 0.23% | +974 | 新進 |
| Veritable, L.P. | 979 | $30.6 萬 | 0.00% | +979 | 新進 |
| Flagship Harbor Advisors, LLC | 987 | $30.9 萬 | 0.03% | +191+24.0% | 加碼 |
| Wealthfront Advisers LLC | 989 | $31.0 萬 | 0.00% | +81+8.9% | 加碼 |
| Washington Trust Bank | 1,022 | $32.0 萬 | 0.03% | +106+11.6% | 加碼 |
| Fifth Third Bancorp | 1,071 | $33.5 萬 | 0.00% | +28+2.7% | 加碼 |
| Pendal Group Limited | 1,076 | $33.7 萬 | 0.00% | +1,076 | 新進 |
| Fulcrum Equity Management | 1,091 | $34.1 萬 | 0.13% | −29−2.6% | 減碼 |
| Two Sigma Advisers, LP | 1,100 | $34.4 萬 | 0.00% | +1,100 | 新進 |
| First Bank & Trust | 1,107 | $34.6 萬 | 0.15% | +56+5.3% | 加碼 |
| Umb Bank N A | 1,137 | $35.6 萬 | 0.00% | −1,002−46.8% | 減碼 |
| Kestra Advisory Services, LLC | 1,144 | $35.8 萬 | 0.00% | +205+21.8% | 加碼 |
| Occudo Quantitative Strategies LP | 1,169 | $36.6 萬 | 0.03% | 00.0% | 不變 |
| Avestar Capital, LLC | 1,193 | $37.3 萬 | 0.07% | +77+6.9% | 加碼 |
| CIBC World Markets Inc. | 1,192 | $37.3 萬 | 0.00% | +170+16.6% | 加碼 |
| Vident Investment Advisory, LLC | 1,225 | $38.3 萬 | 0.01% | −363−22.9% | 減碼 |
| Royal London Asset Management Ltd | 1,231 | $38.5 萬 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 1,259 | $39.3 萬 | 0.01% | +552+78.1% | 加碼 |
| First Citizens Bank & Trust Co | 1,267 | $39.6 萬 | 0.02% | −8−0.6% | 減碼 |
| Symmetry Partners, LLC | 1,273 | $39.8 萬 | 0.03% | 00.0% | 不變 |
| Sofos Investments, Inc. | 1,878 | $40.1 萬 | 0.03% | +1,877+187,700.0% | 加碼 |
| National Asset Management, Inc. | 1,298 | $40.6 萬 | 0.01% | −35−2.6% | 減碼 |
| Voya Financial Advisors, Inc. | 1,323 | $40.9 萬 | 0.05% | +5+0.4% | 加碼 |
| Ethic Inc. | 1,324 | $41.4 萬 | 0.03% | −227−14.6% | 減碼 |
| Alps Advisors Inc | 1,336 | $41.8 萬 | 0.00% | +26+2.0% | 加碼 |
| Quantbot Technologies LP | 1,360 | $42.5 萬 | 0.03% | +1,360 | 新進 |
| Susquehanna Fundamental Investments, LLC | 1,375 | $43.0 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 1,377 | $43.1 萬 | 0.09% | +1,377 | 新進 |
| Quantinno Capital Management LP | 1,378 | $43.1 萬 | 0.08% | +1,378 | 新進 |
| Steward Partners Investment Advisory, LLC | 1,399 | $43.8 萬 | 0.01% | −3−0.2% | 減碼 |
| Astrantus Ltd | 1,400 | $43.8 萬 | 0.33% | +1,400 | 新進 |
| Krane Funds Advisors LLC | 1,414 | $44.2 萬 | 0.01% | −262−15.6% | 減碼 |
| Raymond James Trust N.A. | 1,450 | $45.3 萬 | 0.01% | −160−9.9% | 減碼 |
| Balasa Dinverno & Foltz LLC | 1,480 | $46.3 萬 | 0.03% | −149−9.1% | 減碼 |
| Moneta Group Investment Advisors LLC | 1,505 | $47.1 萬 | 0.02% | +88+6.2% | 加碼 |
| Regentatlantic Capital LLC | 1,507 | $47.2 萬 | 0.01% | +57+3.9% | 加碼 |
| Advisor Partners LLC | 1,543 | $48.3 萬 | 0.03% | +67+4.5% | 加碼 |
| Compass Ion Advisors, LLC | 1,599 | $50.0 萬 | 0.16% | +11+0.7% | 加碼 |
| Webster Bank, N. A. | 1,621 | $50.7 萬 | 0.05% | 00.0% | 不變 |
| Moody Lynn & Lieberson, LLC | 1,641 | $51.3 萬 | 0.03% | +5+0.3% | 加碼 |
| Parkside Financial Bank & Trust | 1,652 | $51.7 萬 | 0.13% | +1,322+400.6% | 加碼 |
| Profund Advisors LLC | 1,655 | $51.8 萬 | 0.02% | −114−6.4% | 減碼 |
| Hilltop Holdings Inc. | 1,673 | $52.3 萬 | 0.05% | +260+18.4% | 加碼 |
| Shelton Capital Management | 1,747 | $54.7 萬 | 0.02% | −106−5.7% | 減碼 |
| CIBC Asset Management Inc | 1,754 | $54.9 萬 | 0.00% | +181+11.5% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 1,764 | $55.2 萬 | 0.03% | +247+16.3% | 加碼 |
| Jackson Creek Investment Advisors LLC | 1,779 | $55.7 萬 | 0.20% | +1,779 | 新進 |
| Guggenheim Capital LLC | 1,816 | $56.8 萬 | 0.00% | −816−31.0% | 減碼 |
| Cetera Investment Advisers | 1,818 | $56.9 萬 | 0.01% | +6+0.3% | 加碼 |
| Penserra Capital Management LLC | 2,079 | $57.1 萬 | 0.01% | +179+9.4% | 加碼 |
| First Hawaiian Bank | 1,828 | $57.2 萬 | 0.02% | −4−0.2% | 減碼 |
| Wealth Alliance | 1,836 | $57.5 萬 | 0.12% | −57−3.0% | 減碼 |
| Rockefeller Capital Management L.P. | 1,847 | $57.7 萬 | 0.00% | −101−5.2% | 減碼 |
| TD Private Client Wealth LLC | 1,876 | $58.7 萬 | 0.02% | −703−27.3% | 減碼 |
| Segall Bryant & Hamill, LLC | 1,887 | $59.0 萬 | 0.01% | +42+2.3% | 加碼 |
| Kenfarb & Co. | 1,895 | $59.3 萬 | 0.43% | +1,895 | 新進 |