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 3 季 13F 持有人
Watsco Inc 在 2022/9/30 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
- 538
- 較 2022 年第 2 季 +28 家
- 持有股數
- 3,338 萬
- 較 2022 年第 2 季 +100.9 萬 (+3.1%)
- 總市值
- $85.9 億
- 較 2022 年第 2 季 +$8.64 億 (+11.2%)
- 新進機構
- 78
- 另有 194 家加碼
- 清倉機構
- 50
- 另有 177 家減碼
另有 6 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Charter Oak Capital Management, LLC | 2,610 | $67.2 萬 | 0.11% | 00.0% | 不變 |
| Argent Trust Co | 2,596 | $66.8 萬 | 0.05% | +706+37.4% | 加碼 |
| VisionPoint Advisory Group, LLC | 2,589 | $66.7 萬 | 0.32% | +152+6.2% | 加碼 |
| Ninety One SA (PTY) Ltd | 2,552 | $66.3 萬 | 0.26% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 2,566 | $66.0 萬 | 0.00% | +539+26.6% | 加碼 |
| KBC Group NV | 2,498 | $64.3 萬 | 0.00% | +7+0.3% | 加碼 |
| Wealth Alliance | 2,494 | $64.2 萬 | 0.13% | +607+32.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 2,411 | $62.1 萬 | 0.00% | +356+17.3% | 加碼 |
| Change Path, LLC | 2,395 | $61.7 萬 | 0.04% | −550−18.7% | 減碼 |
| Cetera Advisors LLC | 2,368 | $61.0 萬 | 0.02% | −12−0.5% | 減碼 |
| CoreCap Advisors, LLC | 2,354 | $60.6 萬 | 0.05% | −145−5.8% | 減碼 |
| Crawford Investment Counsel Inc | 2,332 | $60.0 萬 | 0.01% | −10.0% | 減碼 |
| Pictet Asset Management SA | 2,300 | $59.2 萬 | 0.00% | +608+35.9% | 加碼 |
| Ensemble Capital Management, LLC | 2,235 | $57.5 萬 | 0.06% | 00.0% | 不變 |
| Donaldson Capital Management, LLC | 2,229 | $57.4 萬 | 0.03% | −93−4.0% | 減碼 |
| Advisor OS, LLC | 2,204 | $56.7 萬 | 0.17% | −73−3.2% | 減碼 |
| National Asset Management, Inc. | 2,198 | $56.7 萬 | 0.02% | +750+51.8% | 加碼 |
| CIBC World Markets Inc. | 2,182 | $56.2 萬 | 0.00% | +2,182 | 新進 |
| Financial Advisory Service, Inc. | 2,174 | $56.0 萬 | 0.06% | +10+0.5% | 加碼 |
| TrinityPoint Wealth, LLC | 2,163 | $55.7 萬 | 0.13% | +132+6.5% | 加碼 |
| Silvercrest Asset Management Group LLC | 2,150 | $55.4 萬 | 0.00% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 2,145 | $55.2 萬 | 0.07% | −248−10.4% | 減碼 |
| Simplex Trading, LLC | 2,141 | $55.1 萬 | 0.02% | +2,141 | 新進 |
| Capital Analysts, LLC | 2,080 | $53.6 萬 | 0.04% | 00.0% | 不變 |
| Shell Asset Management Co | 2,076 | $53.4 萬 | 0.02% | −544−20.8% | 減碼 |
| J. W. Coons Advisors, LLC | 2,031 | $52.3 萬 | 0.20% | +260+14.7% | 加碼 |
| Eqis Capital Management, Inc. | 2,002 | $51.5 萬 | 0.06% | −69−3.3% | 減碼 |
| Connectus Wealth, LLC | 2,000 | $51.5 萬 | 0.01% | 00.0% | 不變 |
| Burney Co | 1,984 | $51.1 萬 | 0.03% | +1,984 | 新進 |
| Baker Tilly Wealth Management, LLC | 1,977 | $50.9 萬 | 0.07% | +7+0.4% | 加碼 |
| CWM Advisors, LLC | 1,935 | $49.8 萬 | 0.07% | +1,051+118.9% | 加碼 |
| ProShare Advisors LLC | 1,906 | $49.0 萬 | 0.00% | −16−0.8% | 減碼 |
| LVW Advisors, LLC | 1,899 | $48.9 萬 | 0.11% | +117+6.6% | 加碼 |
| Stephens Inc | 1,897 | $48.8 萬 | 0.01% | −2,511−57.0% | 減碼 |
| Kenfarb & Co. | 1,895 | $48.8 萬 | 0.46% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 1,887 | $48.6 萬 | 0.07% | +1,887 | 新進 |
| Parsec Financial Management, Inc. | 1,870 | $48.1 萬 | 0.02% | −900−32.5% | 減碼 |
| Advisor Partners II, LLC | 1,843 | $47.4 萬 | 0.04% | +1,843 | 新進 |
| Groesbeck Investment Management Corp | 1,980 | $47.3 萬 | 0.78% | 00.0% | 不變 |
| Parsons Capital Management Inc | 1,822 | $46.9 萬 | 0.04% | 00.0% | 不變 |
| Impax Asset Management Group plc | 1,818 | $46.8 萬 | 0.00% | +1,818 | 新進 |
| Icon Wealth Advisors, LLC | 1,815 | $46.7 萬 | 0.06% | +1,815 | 新進 |
| Ethic Inc. | 1,790 | $46.1 萬 | 0.03% | +472+35.8% | 加碼 |
| Shelton Capital Management | 1,747 | $45.0 萬 | 0.02% | 00.0% | 不變 |
| CIBC Asset Management Inc | 1,724 | $44.4 萬 | 0.00% | +4+0.2% | 加碼 |
| Aigen Investment Management, LP | 1,722 | $44.3 萬 | 0.06% | −1,452−45.7% | 減碼 |
| Moody Lynn & Lieberson, LLC | 1,692 | $43.6 萬 | 0.04% | −38−2.2% | 減碼 |
| Belpointe Asset Management LLC | 1,696 | $43.6 萬 | 0.03% | +476+39.0% | 加碼 |
| Carnegie Capital Asset Management, LLC | 1,653 | $42.6 萬 | 0.02% | +1,653 | 新進 |
| Parallel Advisors, LLC | 1,645 | $42.4 萬 | 0.02% | +3+0.2% | 加碼 |
| Compass Ion Advisors, LLC | 1,636 | $42.1 萬 | 0.12% | +13+0.8% | 加碼 |
| Tower Research Capital LLC (TRC) | 1,630 | $42.0 萬 | 0.01% | −2,067−55.9% | 減碼 |
| Advocate Group LLC | 1,620 | $41.7 萬 | 0.10% | −23−1.4% | 減碼 |
| Paradigm Asset Management Co LLC | 1,600 | $41.2 萬 | 0.14% | −300−15.8% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,568 | $40.5 萬 | 0.09% | −364−18.8% | 減碼 |
| Sonen Capital LLC | 1,554 | $40.0 萬 | 0.65% | −306−16.5% | 減碼 |
| Kestra Advisory Services, LLC | 1,544 | $39.8 萬 | 0.00% | −9−0.6% | 減碼 |
| Capital Asset Advisory Services LLC | 1,541 | $39.7 萬 | 0.05% | −919−37.4% | 減碼 |
| Avestar Capital, LLC | 1,539 | $39.6 萬 | 0.11% | +136+9.7% | 加碼 |
| Jackson Creek Investment Advisors LLC | 1,511 | $38.9 萬 | 0.18% | +11+0.7% | 加碼 |
| Romano Brothers and Company | 1,500 | $38.6 萬 | 0.06% | +1,500 | 新進 |
| Webster Bank, N. A. | 1,493 | $38.4 萬 | 0.06% | 00.0% | 不變 |
| Jump Financial, LLC | 1,484 | $38.2 萬 | 0.01% | −1,102−42.6% | 減碼 |
| Steward Partners Investment Advisory, LLC | 1,478 | $38.1 萬 | 0.01% | +69+4.9% | 加碼 |
| Krane Funds Advisors LLC | 1,472 | $37.9 萬 | 0.02% | −146−9.0% | 減碼 |
| Yarbrough Capital, LLC | 1,447 | $37.3 萬 | 0.03% | +1,447 | 新進 |
| JustInvest LLC | 1,421 | $36.6 萬 | 0.02% | −179−11.2% | 減碼 |
| Moneta Group Investment Advisors LLC | 1,414 | $36.4 萬 | 0.01% | −311−18.0% | 減碼 |
| Johnson Financial Group, Inc. | 1,334 | $36.1 萬 | 0.03% | −235−15.0% | 減碼 |
| Concentric Capital Strategies, LP | 1,386 | $35.7 萬 | 0.14% | +1,386 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 1,375 | $35.4 萬 | 0.07% | 00.0% | 不變 |
| First Bank & Trust | 1,364 | $35.1 萬 | 0.13% | −9−0.7% | 減碼 |
| Boston Private Wealth LLC | 1,348 | $34.7 萬 | 0.01% | +1,348 | 新進 |
| Integrated Wealth Concepts LLC | 1,341 | $34.5 萬 | 0.01% | +3+0.2% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 1,304 | $33.6 萬 | 0.03% | +1,304 | 新進 |
| Centennial Wealth Advisory LLC | 1,301 | $33.5 萬 | 0.20% | +1,301 | 新進 |
| Heritage Wealth Management, LLC | 1,296 | $33.4 萬 | 0.11% | +153+13.4% | 加碼 |
| Sofos Investments, Inc. | 1,542 | $32.9 萬 | 0.04% | +108+7.5% | 加碼 |
| Symmetry Partners, LLC | 1,273 | $32.8 萬 | 0.02% | 00.0% | 不變 |
| M&T Bank Corp | 1,273 | $32.8 萬 | 0.00% | +61+5.0% | 加碼 |
| Profund Advisors LLC | 1,240 | $31.9 萬 | 0.02% | −65−5.0% | 減碼 |
| Commerce Bank | 1,185 | $30.5 萬 | 0.00% | +244+25.9% | 加碼 |
| Insight Folios Inc | 1,174 | $30.2 萬 | 0.15% | −907−43.6% | 減碼 |
| Park National Corp | 1,165 | $30.0 萬 | 0.02% | +35+3.1% | 加碼 |
| Penserra Capital Management LLC | 1,156 | $29.7 萬 | 0.01% | −182−13.6% | 減碼 |
| ICA Group Wealth Management, LLC | 1,120 | $28.8 萬 | 0.06% | 00.0% | 不變 |
| Fifth Third Bancorp | 1,092 | $28.1 萬 | 0.00% | −23−2.1% | 減碼 |
| Van Eck Associates Corp | 1,086 | $28.0 萬 | 0.00% | +98+9.9% | 加碼 |
| Voya Financial Advisors, Inc. | 1,090 | $27.9 萬 | 0.04% | −37−3.3% | 減碼 |
| Keebeck Alpha, LP | 1,052 | $27.1 萬 | 0.15% | +1,052 | 新進 |
| Canada Pension Plan Investment Board | 1,025 | $26.4 萬 | 0.00% | −2,200−68.2% | 減碼 |
| Washington Trust Bank | 1,022 | $26.3 萬 | 0.03% | 00.0% | 不變 |
| Virtu Financial LLC | 1,007 | $25.9 萬 | 0.02% | −834−45.3% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,000 | $25.7 萬 | 0.00% | +1,000 | 新進 |
| Clarius Group, LLC | 1,000 | $25.7 萬 | 0.03% | 00.0% | 不變 |
| Crescent Grove Advisors, LLC | 985 | $25.4 萬 | 0.03% | −279−22.1% | 減碼 |
| Boyar Asset Management Inc. | 982 | $25.3 萬 | 0.21% | +982 | 新進 |
| Engineers Gate Manager LP | 973 | $25.1 萬 | 0.02% | −629−39.3% | 減碼 |
| Autumn Glory Partners, LLC | 975 | $25.1 萬 | 0.17% | +975 | 新進 |
| PEAK6 Investments LLC | 957 | $24.7 萬 | 0.01% | −3,704−79.5% | 減碼 |