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 4 季 13F 持有人
Watsco Inc 在 2022/12/31 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
- 568
- 較 2022 年第 3 季 +39 家
- 持有股數
- 3,415 萬
- 較 2022 年第 3 季 +95.3 萬 (+2.9%)
- 總市值
- $85.1 億
- 較 2022 年第 3 季 −$4,051 萬 (−0.5%)
- 新進機構
- 92
- 另有 214 家加碼
- 清倉機構
- 53
- 另有 174 家減碼
另有 9 家機構在 2022 年第 3 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 3,057 | $76.2 萬 | 0.02% | 00.0% | 不變 |
| Amundi | 2,736 | $75.4 萬 | 0.00% | −420−13.3% | 減碼 |
| Annandale Capital, LLC | 3,006 | $75.0 萬 | 0.25% | 00.0% | 不變 |
| Ontario Teachers Pension Plan Board | 2,978 | $74.3 萬 | 0.01% | +2,978 | 新進 |
| Heritage Wealth Management, LLC | 2,945 | $73.4 萬 | 0.10% | +1,649+127.2% | 加碼 |
| Avantax Advisory Services, Inc. | 2,927 | $73.0 萬 | 0.01% | +68+2.4% | 加碼 |
| MML Investors Services, LLC | 2,916 | $72.7 萬 | 0.00% | −69−2.3% | 減碼 |
| CIBC World Markets Inc. | 2,903 | $72.4 萬 | 0.00% | +721+33.0% | 加碼 |
| Cetera Advisors LLC | 2,796 | $69.7 萬 | 0.01% | +428+18.1% | 加碼 |
| JustInvest LLC | 2,784 | $69.4 萬 | 0.03% | +1,363+95.9% | 加碼 |
| DekaBank Deutsche Girozentrale | 2,750 | $69.2 萬 | 0.00% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 2,760 | $68.8 萬 | 0.02% | −133−4.6% | 減碼 |
| DFPG Investments, LLC | 2,482 | $68.7 萬 | 0.11% | +2,482 | 新進 |
| Cox Capital Mgt LLC | 2,755 | $68.7 萬 | 0.45% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 2,694 | $67.2 萬 | 0.10% | +1,390+106.6% | 加碼 |
| Quantamental Technologies LLC | 2,666 | $66.5 萬 | 0.30% | +2,666 | 新進 |
| Winton Group Ltd | 2,627 | $65.5 萬 | 0.04% | −1,051−28.6% | 減碼 |
| Hilltop Holdings Inc. | 2,547 | $63.5 萬 | 0.08% | +402+18.7% | 加碼 |
| Charter Oak Capital Management, LLC | 2,540 | $63.3 萬 | 0.09% | −70−2.7% | 減碼 |
| VisionPoint Advisory Group, LLC | 2,089 | $62.5 萬 | 0.26% | −500−19.3% | 減碼 |
| Rockefeller Capital Management L.P. | 2,502 | $62.4 萬 | 0.00% | −64−2.5% | 減碼 |
| CoreCap Advisors, LLC | 2,500 | $62.4 萬 | 0.04% | +146+6.2% | 加碼 |
| Maryland State Retirement & Pension System | 2,490 | $62.1 萬 | 0.02% | +2,490 | 新進 |
| Advisor OS, LLC | 2,440 | $60.8 萬 | 0.16% | +236+10.7% | 加碼 |
| Change Path, LLC | 2,386 | $59.5 萬 | 0.03% | −9−0.4% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 2,139 | $58.9 萬 | 0.01% | +2,139 | 新進 |
| J. W. Coons Advisors, LLC | 2,361 | $58.9 萬 | 0.18% | +330+16.2% | 加碼 |
| Kestra Advisory Services, LLC | 2,350 | $58.6 萬 | 0.01% | +806+52.2% | 加碼 |
| Crawford Investment Counsel Inc | 2,332 | $58.2 萬 | 0.01% | 00.0% | 不變 |
| Donaldson Capital Management, LLC | 2,310 | $57.6 萬 | 0.03% | +81+3.6% | 加碼 |
| Marshall Wace, LLP | 2,297 | $57.3 萬 | 0.00% | +2,297 | 新進 |
| TrinityPoint Wealth, LLC | 2,272 | $56.7 萬 | 0.13% | +109+5.0% | 加碼 |
| National Bank of Canada | 2,272 | $56.7 萬 | 0.00% | +2,155+1,841.9% | 加碼 |
| Ensemble Capital Management, LLC | 2,235 | $55.7 萬 | 0.06% | 00.0% | 不變 |
| National Asset Management, Inc. | 2,230 | $55.6 萬 | 0.02% | +32+1.5% | 加碼 |
| Impax Asset Management Group plc | 2,184 | $54.5 萬 | 0.00% | +366+20.1% | 加碼 |
| Financial Advisory Service, Inc. | 2,183 | $54.4 萬 | 0.06% | +9+0.4% | 加碼 |
| ProShare Advisors LLC | 2,168 | $54.1 萬 | 0.00% | +262+13.7% | 加碼 |
| Brown Advisory Inc | 2,156 | $53.8 萬 | 0.00% | +1,225+131.6% | 加碼 |
| Silvercrest Asset Management Group LLC | 2,150 | $53.6 萬 | 0.00% | 00.0% | 不變 |
| Wealth Alliance | 2,129 | $53.1 萬 | 0.09% | −365−14.6% | 減碼 |
| Inceptionr LLC | 2,108 | $52.6 萬 | 0.28% | +2,108 | 新進 |
| Horizon Investments, LLC | 2,125 | $52.5 萬 | 0.02% | −2,505−54.1% | 減碼 |
| Man Group plc | 2,087 | $52.0 萬 | 0.00% | +2,087 | 新進 |
| Capital Analysts, LLC | 2,030 | $50.6 萬 | 0.03% | −50−2.4% | 減碼 |
| Groesbeck Investment Management Corp | 2,025 | $50.5 萬 | 0.85% | +45+2.3% | 加碼 |
| Linden Thomas Advisory Services, LLC | 2,009 | $50.1 萬 | 0.14% | +2,009 | 新進 |
| Connectus Wealth, LLC | 2,000 | $49.9 萬 | 0.01% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,000 | $49.9 萬 | 0.00% | +1,000+100.0% | 加碼 |
| Stephens Inc | 1,896 | $47.3 萬 | 0.01% | −1−0.1% | 減碼 |
| Engineers Gate Manager LP | 1,882 | $46.9 萬 | 0.03% | +909+93.4% | 加碼 |
| Parsec Financial Management, Inc. | 1,870 | $46.6 萬 | 0.02% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 1,867 | $46.6 萬 | 0.05% | −135−6.7% | 減碼 |
| Advisor Partners II, LLC | 1,861 | $46.4 萬 | 0.03% | +18+1.0% | 加碼 |
| Parsons Capital Management Inc | 1,822 | $45.4 萬 | 0.04% | 00.0% | 不變 |
| Krane Funds Advisors LLC | 1,808 | $45.1 萬 | 0.02% | +336+22.8% | 加碼 |
| LVW Advisors, LLC | 1,779 | $44.4 萬 | 0.09% | −120−6.3% | 減碼 |
| Shell Asset Management Co | 1,729 | $43.1 萬 | 0.02% | −347−16.7% | 減碼 |
| Equitable Trust Co | 1,724 | $43.0 萬 | 0.03% | +1,724 | 新進 |
| Icon Wealth Advisors, LLC | 1,707 | $42.6 萬 | 0.05% | −108−6.0% | 減碼 |
| Jane Street Group, LLC | 1,694 | $42.2 萬 | 0.00% | −12,198−87.8% | 減碼 |
| Ethic Inc. | 1,691 | $42.2 萬 | 0.02% | −99−5.5% | 減碼 |
| Shelton Capital Management | 1,688 | $42.1 萬 | 0.04% | −59−3.4% | 減碼 |
| Baker Tilly Wealth Management, LLC | 1,668 | $41.6 萬 | 0.05% | −309−15.6% | 減碼 |
| Compass Ion Advisors, LLC | 1,649 | $41.1 萬 | 0.11% | +13+0.8% | 加碼 |
| Point72 Middle East FZE | 1,642 | $41.0 萬 | 0.03% | +1,642 | 新進 |
| Parallel Advisors, LLC | 1,624 | $40.5 萬 | 0.02% | −21−1.3% | 減碼 |
| Moody Lynn & Lieberson, LLC | 1,625 | $40.5 萬 | 0.04% | −67−4.0% | 減碼 |
| Belpointe Asset Management LLC | 1,607 | $40.1 萬 | 0.02% | −89−5.2% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 934 | $40.0 萬 | 0.04% | +934 | 新進 |
| Blueshift Asset Management, LLC | 1,584 | $39.5 萬 | 0.18% | +1,584 | 新進 |
| Birch Capital Management, LLC | 1,571 | $39.2 萬 | 0.27% | +1,571 | 新進 |
| Donoghue Forlines LLC | 1,536 | $38.3 萬 | 0.14% | +1,536 | 新進 |
| CI Private Wealth, LLC | 1,524 | $38.0 萬 | 0.00% | +1,524 | 新進 |
| Centennial Wealth Advisory LLC | 1,522 | $38.0 萬 | 0.21% | +221+17.0% | 加碼 |
| Advocate Group LLC | 1,501 | $37.4 萬 | 0.08% | −119−7.3% | 減碼 |
| Romano Brothers and Company | 1,500 | $37.4 萬 | 0.06% | 00.0% | 不變 |
| Webster Bank, N. A. | 1,493 | $37.2 萬 | 0.05% | 00.0% | 不變 |
| Phillips Wealth Planners LLC | 1,231 | $36.8 萬 | 0.64% | +1,231 | 新進 |
| Steward Partners Investment Advisory, LLC | 1,462 | $36.5 萬 | 0.01% | −16−1.1% | 減碼 |
| Integrated Wealth Concepts LLC | 1,450 | $36.2 萬 | 0.01% | +109+8.1% | 加碼 |
| Avidian Wealth Solutions, LLC | 1,449 | $36.1 萬 | 0.02% | +1,449 | 新進 |
| Yarbrough Capital, LLC | 1,447 | $36.1 萬 | 0.03% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 1,225 | $35.2 萬 | 0.01% | −189−13.4% | 減碼 |
| PDT Partners, LLC | 1,408 | $35.1 萬 | 0.06% | +1,408 | 新進 |
| Commerce Bank | 1,389 | $34.6 萬 | 0.00% | +204+17.2% | 加碼 |
| Avestar Capital, LLC | 1,381 | $34.4 萬 | 0.07% | −158−10.3% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 1,375 | $34.3 萬 | 0.06% | 00.0% | 不變 |
| First Bank & Trust | 1,339 | $33.4 萬 | 0.09% | −25−1.8% | 減碼 |
| Cerity Partners LLC | 1,333 | $33.3 萬 | 0.00% | −2,070−60.8% | 減碼 |
| M&T Bank Corp | 1,331 | $33.2 萬 | 0.00% | +58+4.6% | 加碼 |
| Symmetry Partners, LLC | 1,273 | $31.7 萬 | 0.02% | 00.0% | 不變 |
| Sonen Capital LLC | 1,264 | $31.5 萬 | 0.52% | −290−18.7% | 減碼 |
| Van Eck Associates Corp | 1,250 | $31.2 萬 | 0.00% | +164+15.1% | 加碼 |
| Johnson Financial Group, Inc. | 1,249 | $31.1 萬 | 0.02% | −85−6.4% | 減碼 |
| Kenfarb & Co. | 1,245 | $31.1 萬 | 0.28% | −650−34.3% | 減碼 |
| Profund Advisors LLC | 1,227 | $30.6 萬 | 0.02% | −13−1.0% | 減碼 |
| Veritable, L.P. | 1,177 | $29.4 萬 | 0.01% | +242+25.9% | 加碼 |
| Insight Folios Inc | 1,147 | $28.6 萬 | 0.13% | −27−2.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 1,144 | $28.5 萬 | 0.01% | −486−29.8% | 減碼 |