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
2022 年第 2 季 13F 持有人
Watsco Inc 在 2022/6/30 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
- 516
- 較 2022 年第 1 季 +28 家
- 持有股數
- 3,242 萬
- 較 2022 年第 1 季 +153.0 萬 (+5.0%)
- 總市值
- $77.4 億
- 較 2022 年第 1 季 −$16.6 億 (−17.7%)
- 新進機構
- 84
- 另有 200 家加碼
- 清倉機構
- 56
- 另有 157 家減碼
另有 7 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 |
2022 年第 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Donaldson Capital Management, LLC | 2,322 | $55.4 萬 | 0.03% | +313+15.6% | 加碼 |
| Advisor OS, LLC | 2,277 | $54.3 萬 | 0.16% | +2,277 | 新進 |
| Ensemble Capital Management, LLC | 2,235 | $53.4 萬 | 0.06% | 00.0% | 不變 |
| FORA Capital, LLC | 2,177 | $52.0 萬 | 0.10% | +2,177 | 新進 |
| Financial Advisory Service, Inc. | 2,164 | $51.7 萬 | 0.05% | +32+1.5% | 加碼 |
| Silvercrest Asset Management Group LLC | 2,150 | $51.3 萬 | 0.00% | 00.0% | 不變 |
| AE Wealth Management LLC | 2,146 | $51.3 萬 | 0.00% | +2,146 | 新進 |
| Pictet Asset Management SA | 1,692 | $51.2 萬 | 0.00% | −566−25.1% | 減碼 |
| Capital Analysts, LLC | 2,080 | $49.7 萬 | 0.03% | −500−19.4% | 減碼 |
| Insight Folios Inc | 2,081 | $49.7 萬 | 0.24% | +54+2.7% | 加碼 |
| Eqis Capital Management, Inc. | 2,071 | $49.5 萬 | 0.05% | −476−18.7% | 減碼 |
| D. E. Shaw & Co., Inc. | 2,055 | $49.1 萬 | 0.00% | −959−31.8% | 減碼 |
| Cetera Investment Advisers | 2,052 | $49.0 萬 | 0.01% | +182+9.7% | 加碼 |
| TrinityPoint Wealth, LLC | 2,031 | $48.5 萬 | 0.11% | +36+1.8% | 加碼 |
| Rockefeller Capital Management L.P. | 2,027 | $48.3 萬 | 0.00% | +83+4.3% | 加碼 |
| Weiss Multi-Strategy Advisers LLC | 2,000 | $47.8 萬 | 0.01% | +2,000 | 新進 |
| Connectus Wealth, LLC | 2,000 | $47.8 萬 | 0.01% | +2,000 | 新進 |
| Groesbeck Investment Management Corp | 1,980 | $47.3 萬 | 0.78% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 1,970 | $47.0 萬 | 0.06% | −48−2.4% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,932 | $46.2 萬 | 0.12% | +1,902+6,340.0% | 加碼 |
| ProShare Advisors LLC | 1,922 | $45.9 萬 | 0.00% | −752−28.1% | 減碼 |
| Segall Bryant & Hamill, LLC | 1,902 | $45.5 萬 | 0.01% | +115+6.4% | 加碼 |
| Paradigm Asset Management Co LLC | 1,900 | $45.4 萬 | 0.14% | +1,900 | 新進 |
| Wealth Alliance | 1,887 | $45.1 萬 | 0.09% | +177+10.4% | 加碼 |
| Argent Trust Co | 1,890 | $45.1 萬 | 0.03% | +1,890 | 新進 |
| Sonen Capital LLC | 1,860 | $44.4 萬 | 0.64% | +1,860 | 新進 |
| Virtu Financial LLC | 1,841 | $44.0 萬 | 0.04% | +1,841 | 新進 |
| Icon Wealth Partners, LLC | 1,830 | $43.7 萬 | 0.05% | −437−19.3% | 減碼 |
| Parsons Capital Management Inc | 1,822 | $43.5 萬 | 0.04% | −75−4.0% | 減碼 |
| HighTower Trust Services, LTA | 10,570 | $43.5 萬 | 0.07% | +10,570 | 新進 |
| Blueshift Asset Management, LLC | 1,817 | $43.4 萬 | 0.07% | −2,440−57.3% | 減碼 |
| Prelude Capital Management, LLC | 1,813 | $43.3 萬 | 0.02% | +1,813 | 新進 |
| J. W. Coons Advisors, LLC | 1,771 | $42.7 萬 | 0.15% | −348−16.4% | 減碼 |
| LVW Advisors, LLC | 1,782 | $42.6 萬 | 0.09% | +1,782 | 新進 |
| Shelton Capital Management | 1,747 | $41.7 萬 | 0.02% | 00.0% | 不變 |
| Moody Lynn & Lieberson, LLC | 1,730 | $41.3 萬 | 0.04% | +70+4.2% | 加碼 |
| Advisor Partners LLC | 1,727 | $41.2 萬 | 0.03% | +217+14.4% | 加碼 |
| Moneta Group Investment Advisors LLC | 1,725 | $41.2 萬 | 0.01% | +258+17.6% | 加碼 |
| CIBC Asset Management Inc | 1,720 | $41.1 萬 | 0.00% | −42−2.4% | 減碼 |
| Jackson Creek Investment Advisors LLC | 1,500 | $41.1 萬 | 0.17% | +1,500 | 新進 |
| Parallel Advisors, LLC | 1,642 | $39.2 萬 | 0.02% | −453−21.6% | 減碼 |
| Advocate Group LLC | 1,643 | $39.2 萬 | 0.09% | +1,643 | 新進 |
| Compass Ion Advisors, LLC | 1,623 | $38.7 萬 | 0.11% | +13+0.8% | 加碼 |
| Krane Funds Advisors LLC | 1,618 | $38.6 萬 | 0.01% | −55−3.3% | 減碼 |
| Engineers Gate Manager LP | 1,602 | $38.3 萬 | 0.01% | +1,602 | 新進 |
| JustInvest LLC | 1,600 | $38.2 萬 | 0.02% | −1,341−45.6% | 減碼 |
| Johnson Financial Group, Inc. | 1,569 | $37.5 萬 | 0.03% | +1,569 | 新進 |
| Kestra Advisory Services, LLC | 1,553 | $37.1 萬 | 0.00% | +511+49.0% | 加碼 |
| Regentatlantic Capital LLC | 1,512 | $36.1 萬 | 0.01% | +3+0.2% | 加碼 |
| Webster Bank, N. A. | 1,493 | $35.7 萬 | 0.05% | 00.0% | 不變 |
| National Asset Management, Inc. | 1,448 | $34.7 萬 | 0.01% | −14−1.0% | 減碼 |
| Jefferies Group LLC | 1,417 | $33.8 萬 | 0.01% | +1,417 | 新進 |
| Steward Partners Investment Advisory, LLC | 1,409 | $33.6 萬 | 0.01% | −79−5.3% | 減碼 |
| Avestar Capital, LLC | 1,403 | $33.5 萬 | 0.09% | +184+15.1% | 加碼 |
| Teza Capital Management LLC | 1,392 | $33.2 萬 | 0.13% | +1,392 | 新進 |
| ICA Group Wealth Management, LLC | 1,120 | $33.0 萬 | 0.06% | +9+0.8% | 加碼 |
| MAI Capital Management | 1,375 | $32.8 萬 | 0.01% | −55−3.8% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 1,375 | $32.8 萬 | 0.06% | 00.0% | 不變 |
| First Bank & Trust | 1,373 | $32.8 萬 | 0.11% | +187+15.8% | 加碼 |
| Penserra Capital Management LLC | 1,338 | $31.9 萬 | 0.01% | −299−18.3% | 減碼 |
| Integrated Wealth Concepts LLC | 1,338 | $31.9 萬 | 0.01% | +165+14.1% | 加碼 |
| Ethic Inc. | 1,318 | $31.5 萬 | 0.02% | −107−7.5% | 減碼 |
| Profund Advisors LLC | 1,305 | $31.2 萬 | 0.02% | −349−21.1% | 減碼 |
| MQS Management LLC | 1,285 | $30.7 萬 | 0.21% | +1,285 | 新進 |
| Sofos Investments, Inc. | 1,434 | $30.5 萬 | 0.03% | −701−32.8% | 減碼 |
| Symmetry Partners, LLC | 1,273 | $30.4 萬 | 0.02% | 00.0% | 不變 |
| Quantbot Technologies LP | 1,270 | $30.3 萬 | 0.03% | +1,270 | 新進 |
| Crescent Grove Advisors, LLC | 1,264 | $30.2 萬 | 0.03% | +314+33.1% | 加碼 |
| Wakefield Asset Management LLLP | 1,244 | $29.7 萬 | 0.13% | +319+34.5% | 加碼 |
| StoneX Group Inc. | 1,231 | $29.4 萬 | 0.04% | +425+52.7% | 加碼 |
| First Citizens Bank & Trust Co | 1,223 | $29.2 萬 | 0.01% | −33−2.6% | 減碼 |
| Belpointe Asset Management LLC | 1,220 | $29.1 萬 | 0.02% | −25−2.0% | 減碼 |
| Graham Capital Management, L.P. | 1,214 | $28.9 萬 | 0.01% | +1,214 | 新進 |
| Heritage Wealth Management, LLC | 1,143 | $27.3 萬 | 0.09% | +1,143 | 新進 |
| Umb Bank N A | 1,129 | $27.0 萬 | 0.00% | 00.0% | 不變 |
| Park National Corp | 1,130 | $27.0 萬 | 0.01% | +165+17.1% | 加碼 |
| Voya Financial Advisors, Inc. | 1,127 | $26.8 萬 | 0.03% | −65−5.5% | 減碼 |
| Fifth Third Bancorp | 1,115 | $26.6 萬 | 0.00% | +49+4.6% | 加碼 |
| Verition Fund Management LLC | 1,111 | $26.5 萬 | 0.01% | +1,111 | 新進 |
| M&T Bank Corp | 1,212 | $26.3 萬 | 0.00% | +216+21.7% | 加碼 |
| Mirabella Financial Services LLP | 1,082 | $25.8 萬 | 0.03% | +1,082 | 新進 |
| Gsa Capital Partners LLP | 1,035 | $24.7 萬 | 0.04% | −2,287−68.8% | 減碼 |
| Washington Trust Bank | 1,022 | $24.4 萬 | 0.03% | −13−1.3% | 減碼 |
| Clarius Group, LLC | 1,000 | $23.9 萬 | 0.02% | +1,000 | 新進 |
| Susquehanna International Group, LLP | 990 | $23.6 萬 | 0.00% | −7,421−88.2% | 減碼 |
| Van Eck Associates Corp | 988 | $23.6 萬 | 0.00% | +58+6.2% | 加碼 |
| Parkside Financial Bank & Trust | 981 | $23.4 萬 | 0.07% | +61+6.6% | 加碼 |
| Coury Firm Asset Management LLC | 953 | $22.8 萬 | 0.30% | +8+0.8% | 加碼 |
| Commerce Bank | 941 | $22.5 萬 | 0.00% | −14−1.5% | 減碼 |
| Flagship Harbor Advisors, LLC | 942 | $22.5 萬 | 0.03% | −4−0.4% | 減碼 |
| AdvisorNet Financial, Inc | 926 | $22.1 萬 | 0.02% | +288+45.1% | 加碼 |
| Brown Advisory Inc | 917 | $21.9 萬 | 0.00% | +917 | 新進 |
| Ellevest, Inc. | 903 | $21.6 萬 | 0.02% | −11−1.2% | 減碼 |
| SlateStone Wealth, LLC | 904 | $21.6 萬 | 0.06% | +904 | 新進 |
| Lake Street Financial LLC | 896 | $21.4 萬 | 0.05% | −73−7.5% | 減碼 |
| CWM Advisors, LLC | 884 | $21.1 萬 | 0.03% | +115+15.0% | 加碼 |
| Wealth Management Solutions, LLC | 873 | $20.9 萬 | 0.12% | −67−7.1% | 減碼 |
| Longfellow Investment Management Co LLC | 864 | $20.8 萬 | 0.04% | 00.0% | 不變 |
| AlphaCrest Capital Management LLC | 839 | $20.0 萬 | 0.01% | +164+24.3% | 加碼 |
| Pacer Advisors, Inc. | 812 | $19.4 萬 | 0.00% | +812 | 新進 |