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
2023 年第 1 季 13F 持有人
Watsco Inc 在 2023/3/31 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
- 615
- 較 2022 年第 4 季 +53 家
- 持有股數
- 3,457 萬
- 較 2022 年第 4 季 +43.8 萬 (+1.3%)
- 總市值
- $109.8 億
- 較 2022 年第 4 季 +$24.8 億 (+29.2%)
- 新進機構
- 102
- 另有 244 家加碼
- 清倉機構
- 49
- 另有 178 家減碼
另有 6 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 11,463 | $364.7 萬 | 0.01% | +551+5.0% | 加碼 |
| Illinois Municipal Retirement Fund | 11,391 | $362.4 萬 | 0.08% | 00.0% | 不變 |
| Eagle Asset Management Inc | 11,369 | $361.7 萬 | 0.02% | −1,377−10.8% | 減碼 |
| K.J. Harrison & Partners Inc | 11,080 | $352.5 萬 | 0.71% | 00.0% | 不變 |
| Northern Oak Wealth Management Inc | 11,053 | $351.7 萬 | 0.42% | +11,053 | 新進 |
| Middleton & Co Inc | 10,655 | $339.0 萬 | 0.49% | −335−3.0% | 減碼 |
| Fiduciary Trust Co | 10,610 | $337.6 萬 | 0.06% | +45+0.4% | 加碼 |
| Teacher Retirement System of Texas | 10,506 | $334.3 萬 | 0.02% | +377+3.7% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 10,346 | $329.2 萬 | 0.20% | +16+0.2% | 加碼 |
| Bank of Montreal | 10,030 | $319.3 萬 | 0.00% | +223+2.3% | 加碼 |
| Duality Advisers, LP | 9,840 | $313.1 萬 | 0.35% | −6,798−40.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 9,770 | $310.8 萬 | 0.01% | −1,458−13.0% | 減碼 |
| Oregon Public Employees Retirement Fund | 9,707 | $308.8 萬 | 0.04% | −94−1.0% | 減碼 |
| Cooper Investors Pty Ltd | 9,688 | $308.2 萬 | 0.26% | 00.0% | 不變 |
| Arizona State Retirement System | 9,638 | $306.6 萬 | 0.03% | +268+2.9% | 加碼 |
| Alerus Financial NA | 9,636 | $306.6 萬 | 0.27% | +9,636 | 新進 |
| Ensign Peak Advisors, Inc | 9,485 | $301.8 萬 | 0.01% | +650+7.4% | 加碼 |
| State of Tennessee, Treasury Department | 9,436 | $300.2 萬 | 0.01% | −616−6.1% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 9,052 | $288.0 萬 | 0.12% | +160+1.8% | 加碼 |
| Freedom Day Solutions, LLC | 8,834 | $280.9 萬 | 1.33% | −397−4.3% | 減碼 |
| Louisiana State Employees Retirement System | 8,800 | $280.0 萬 | 0.07% | −100−1.1% | 減碼 |
| Thrivent Financial for Lutherans | 8,778 | $279.3 萬 | 0.01% | −82−0.9% | 減碼 |
| Voloridge Investment Management, LLC | 8,695 | $276.6 萬 | 0.01% | +3,140+56.5% | 加碼 |
| NewEdge Wealth, LLC | 8,539 | $271.7 萬 | 0.10% | +808+10.5% | 加碼 |
| Ameritas Investment Partners, Inc. | 8,468 | $269.4 萬 | 0.11% | −140−1.6% | 減碼 |
| State of Michigan Retirement System | 8,383 | $266.7 萬 | 0.02% | −100−1.2% | 減碼 |
| HSBC Holdings PLC | 8,325 | $264.0 萬 | 0.00% | +8,325 | 新進 |
| Atria Investments LLC | 8,147 | $259.2 萬 | 0.05% | −952−10.5% | 減碼 |
| SG Americas Securities, LLC | 8,096 | $257.6 萬 | 0.03% | +1,765+27.9% | 加碼 |
| Verition Fund Management LLC | 8,069 | $256.7 萬 | 0.04% | +7,244+878.1% | 加碼 |
| AIA Group Ltd | 8,028 | $255.4 萬 | 0.14% | +4,389+120.6% | 加碼 |
| Centaurus Financial, Inc. | 7,980 | $253.9 萬 | 0.20% | −324−3.9% | 減碼 |
| CWM Advisors, LLC | 7,977 | $253.8 萬 | 0.32% | +1,408+21.4% | 加碼 |
| Hunter Associates Investment Management LLC | 7,910 | $252.6 萬 | 0.54% | −1,000−11.2% | 減碼 |
| Algert Global LLC | 7,896 | $251.2 萬 | 0.12% | +666+9.2% | 加碼 |
| Ergoteles LLC | 7,868 | $250.3 萬 | 0.10% | +7,868 | 新進 |
| Marshall Wace, LLP | 7,773 | $247.3 萬 | 0.01% | +5,476+238.4% | 加碼 |
| Marsico Capital Management LLC | 7,720 | $245.6 萬 | 0.11% | +7,720 | 新進 |
| Virginia Retirement Systems Et Al | 7,700 | $245.0 萬 | 0.03% | −1,000−11.5% | 減碼 |
| Oppenheimer & Co Inc | 7,663 | $243.8 萬 | 0.05% | +18+0.2% | 加碼 |
| Intercontinental Wealth Advisors, LLC | 7,649 | $243.4 萬 | 0.62% | −69−0.9% | 減碼 |
| Holocene Advisors, LP | 7,586 | $241.4 萬 | 0.01% | −14,669−65.9% | 減碼 |
| First Hawaiian Bank | 7,541 | $239.9 萬 | 0.08% | +434+6.1% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 7,380 | $234.8 萬 | 0.06% | +4,301+139.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 7,293 | $232.0 萬 | 0.00% | +187+2.6% | 加碼 |
| D.A. Davidson & Co. | 7,152 | $227.5 萬 | 0.03% | +7,152 | 新進 |
| Alliance Wealth Advisors, LLC | 7,137 | $227.1 萬 | 0.91% | +34+0.5% | 加碼 |
| SYSTM Wealth Solutions LLC | 7,056 | $224.5 萬 | 0.35% | +1,017+16.8% | 加碼 |
| Cubist Systematic Strategies, LLC | 7,042 | $224.0 萬 | 0.02% | +1,552+28.3% | 加碼 |
| Rafferty Asset Management, LLC | 6,981 | $222.1 萬 | 0.02% | +393+6.0% | 加碼 |
| Deutsche Bank AG | 6,972 | $221.8 萬 | 0.00% | +1,518+27.8% | 加碼 |
| Benjamin Edwards Inc | 6,959 | $221.4 萬 | 0.54% | +100+1.5% | 加碼 |
| Regions Financial Corp | 6,880 | $218.9 萬 | 0.02% | −681−9.0% | 減碼 |
| Applied Capital LLC | 6,830 | $217.3 萬 | 2.16% | +246+3.7% | 加碼 |
| LMR Partners LLP | 6,653 | $211.7 萬 | 0.05% | +6,653 | 新進 |
| Guggenheim Capital LLC | 6,638 | $211.2 萬 | 0.02% | +3,548+114.8% | 加碼 |
| TD Private Client Wealth LLC | 6,618 | $210.6 萬 | 0.09% | −120−1.8% | 減碼 |
| Coldstream Capital Management Inc | 6,450 | $205.2 萬 | 0.07% | +103+1.6% | 加碼 |
| B.O.S.S. Retirement Advisors, LLC | 6,347 | $202.0 萬 | 0.47% | −2,411−27.5% | 減碼 |
| Jump Financial, LLC | 6,302 | $200.5 萬 | 0.08% | +1,677+36.3% | 加碼 |
| Xponance, Inc. | 6,172 | $196.4 萬 | 0.03% | −36−0.6% | 減碼 |
| Royal London Asset Management Ltd | 6,159 | $196.0 萬 | 0.01% | +5,328+641.2% | 加碼 |
| Beacon Pointe Advisors, LLC | 6,061 | $192.8 萬 | 0.03% | +66+1.1% | 加碼 |
| New Mexico Educational Retirement Board | 6,000 | $190.9 萬 | 0.10% | +800+15.4% | 加碼 |
| Utah Retirement Systems | 5,893 | $187.5 萬 | 0.03% | +40+0.7% | 加碼 |
| World Equity Group, Inc. | 17,040 | $185.4 萬 | 0.32% | +17,040 | 新進 |
| Two Sigma Advisers, LP | 5,800 | $184.5 萬 | 0.00% | +5,800 | 新進 |
| Johnson Investment Counsel Inc | 5,675 | $180.6 萬 | 0.02% | −3,054−35.0% | 減碼 |
| Man Group plc | – | $179.6 萬 | 0.01% | – | – |
| Two Sigma Investments, LP | 5,623 | $178.9 萬 | 0.01% | +300+5.6% | 加碼 |
| Schechter Investment Advisors, LLC | 5,465 | $173.9 萬 | 0.16% | +190+3.6% | 加碼 |
| Taylor Frigon Capital Management LLC | 5,454 | $173.5 萬 | 0.95% | −139−2.5% | 減碼 |
| Mercer Global Advisors Inc | 5,233 | $166.5 萬 | 0.01% | +663+14.5% | 加碼 |
| Sowell Financial Services LLC | 5,179 | $164.8 萬 | 0.13% | +5,179 | 新進 |
| Lee Financial Co | 5,002 | $159.1 萬 | 0.27% | −749−13.0% | 減碼 |
| Barbara Oil Co. | 5,000 | $159.1 萬 | 0.76% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,983 | $158.5 萬 | 0.11% | −100−2.0% | 減碼 |
| STRS Ohio | 4,962 | $157.8 萬 | 0.01% | −1,207−19.6% | 減碼 |
| RFG Advisory, LLC | 4,828 | $153.6 萬 | 0.08% | +7+0.1% | 加碼 |
| Mariner, LLC | 4,825 | $153.5 萬 | 0.00% | +173+3.7% | 加碼 |
| Van Eck Associates Corp | 4,789 | $152.4 萬 | 0.00% | +3,539+283.1% | 加碼 |
| Cetera Advisors LLC | 4,742 | $150.9 萬 | 0.03% | +1,946+69.6% | 加碼 |
| Aviva PLC | 4,709 | $149.8 萬 | 0.01% | +882+23.0% | 加碼 |
| Connectus Wealth, LLC | 4,665 | $148.4 萬 | 0.04% | +2,665+133.3% | 加碼 |
| State of Alaska, Department of Revenue | 4,584 | $145.8 萬 | 0.02% | −70−1.5% | 減碼 |
| Brown Advisory Inc | 4,560 | $145.1 萬 | 0.00% | +2,404+111.5% | 加碼 |
| Raymond James Trust N.A. | 4,457 | $141.8 萬 | 0.04% | +1,320+42.1% | 加碼 |
| Federated Hermes, Inc. | 4,321 | $137.5 萬 | 0.00% | +10+0.2% | 加碼 |
| Alpha Omega Wealth Management LLC | 4,212 | $134.0 萬 | 0.23% | 00.0% | 不變 |
| Pictet Asset Management SA | 4,172 | $132.7 萬 | 0.00% | +257+6.6% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,152 | $132.1 萬 | 0.01% | +23+0.6% | 加碼 |
| Public Employees Retirement Association of Colorado | 4,143 | $131.8 萬 | 0.01% | 00.0% | 不變 |
| Zurich Insurance Group Ltd | 4,100 | $130.4 萬 | 0.02% | 00.0% | 不變 |
| FDx Advisors, Inc. | 5,209 | $129.9 萬 | 0.06% | 00.0% | 不變 |
| Stephens Inc | 4,038 | $128.5 萬 | 0.02% | +2,142+113.0% | 加碼 |
| Access Financial Services, Inc. | 3,960 | $126.0 萬 | 0.77% | +506+14.6% | 加碼 |
| Pearl River Capital, LLC | 3,923 | $124.8 萬 | 0.20% | −588−13.0% | 減碼 |
| Covea Finance | 3,800 | $120.9 萬 | 0.07% | +3,800 | 新進 |
| Avantax Advisory Services, Inc. | 3,713 | $118.1 萬 | 0.01% | +786+26.9% | 加碼 |
| CM Wealth Advisors LLC | 3,416 | $116.1 萬 | 0.22% | +3,416 | 新進 |