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 |
|---|---|---|---|---|---|
| Umb Bank N A | 3,600 | $114.5 萬 | 0.02% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 3,583 | $114.0 萬 | 0.01% | +222+6.6% | 加碼 |
| Intrepid Capital Management Inc | 3,521 | $112.0 萬 | 0.97% | +3,521 | 新進 |
| Ontario Teachers Pension Plan Board | 3,485 | $110.9 萬 | 0.01% | +507+17.0% | 加碼 |
| Prudential Financial Inc | 4,574 | $110.2 萬 | 0.00% | +145+3.3% | 加碼 |
| Donoghue Forlines LLC | 3,400 | $108.2 萬 | 0.39% | +1,864+121.4% | 加碼 |
| Argent Trust Co | 3,379 | $107.5 萬 | 0.07% | +127+3.9% | 加碼 |
| Chicago Trust Co NA | 3,367 | $107.1 萬 | 0.27% | 00.0% | 不變 |
| JustInvest LLC | 3,275 | $104.2 萬 | 0.04% | +491+17.6% | 加碼 |
| Creative Planning | 3,245 | $103.2 萬 | 0.00% | +89+2.8% | 加碼 |
| GWM Advisors LLC | 3,245 | $103.2 萬 | 0.01% | −221−6.4% | 減碼 |
| Centiva Capital, LP | 3,227 | $102.7 萬 | 0.06% | +3,227 | 新進 |
| Cetera Investment Advisers | 3,204 | $101.9 萬 | 0.01% | +108+3.5% | 加碼 |
| Lindenwold Advisors | 3,184 | $101.3 萬 | 0.63% | +11+0.3% | 加碼 |
| Burney Co | 3,119 | $99.2 萬 | 0.05% | +35+1.1% | 加碼 |
| Cetera Advisor Networks LLC | 3,112 | $99.0 萬 | 0.01% | −70−2.2% | 減碼 |
| Paradigm Asset Management Co LLC | 3,100 | $98.6 萬 | 0.27% | 00.0% | 不變 |
| Centennial Bank | 3,079 | $98.0 萬 | 0.64% | −1,087−26.1% | 減碼 |
| Securian Asset Management, Inc | 3,057 | $97.3 萬 | 0.03% | 00.0% | 不變 |
| Annandale Capital, LLC | 3,006 | $95.6 萬 | 0.30% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 2,960 | $94.2 萬 | 0.02% | +200+7.2% | 加碼 |
| San Luis Wealth Advisors LLC | 2,854 | $90.8 萬 | 0.35% | +2,854 | 新進 |
| Amundi | 2,937 | $90.4 萬 | 0.00% | +201+7.3% | 加碼 |
| National Asset Management, Inc. | 2,813 | $89.5 萬 | 0.02% | +583+26.1% | 加碼 |
| Symmetry Investments LP | 2,800 | $89.1 萬 | 0.43% | +2,800 | 新進 |
| Hilltop Holdings Inc. | 2,800 | $89.1 萬 | 0.12% | +253+9.9% | 加碼 |
| DFPG Investments, LLC | 2,787 | $88.7 萬 | 0.10% | +305+12.3% | 加碼 |
| Cox Capital Mgt LLC | 2,755 | $87.7 萬 | 0.63% | 00.0% | 不變 |
| Donaldson Capital Management, LLC | 2,730 | $86.9 萬 | 0.04% | +420+18.2% | 加碼 |
| Intech Investment Management LLC | 2,723 | $86.6 萬 | 0.01% | −861−24.0% | 減碼 |
| Campbell & CO Investment Adviser LLC | 2,617 | $83.3 萬 | 0.16% | +2,617 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 2,612 | $83.1 萬 | 0.01% | +473+22.1% | 加碼 |
| CIBC World Markets Inc. | 2,609 | $83.0 萬 | 0.00% | −294−10.1% | 減碼 |
| Maryland State Retirement & Pension System | 2,605 | $82.9 萬 | 0.02% | +115+4.6% | 加碼 |
| J. W. Coons Advisors, LLC | 2,591 | $82.4 萬 | 0.24% | +230+9.7% | 加碼 |
| Advisor OS, LLC | 2,543 | $80.9 萬 | 0.19% | +103+4.2% | 加碼 |
| Charter Oak Capital Management, LLC | 2,540 | $80.8 萬 | 0.11% | 00.0% | 不變 |
| Quantinno Capital Management LP | 2,533 | $80.6 萬 | 0.05% | −1,346−34.7% | 減碼 |
| Kula Investments, LLC | 2,532 | $80.6 萬 | 0.20% | +2,532 | 新進 |
| Wealth Alliance | 2,530 | $80.5 萬 | 0.13% | +401+18.8% | 加碼 |
| Rockefeller Capital Management L.P. | 2,507 | $79.7 萬 | 0.00% | +5+0.2% | 加碼 |
| Northeast Financial Consultants Inc | 2,500 | $79.5 萬 | 0.05% | +2,500 | 新進 |
| Atlas Private Wealth Management | 2,487 | $79.1 萬 | 0.48% | +2,487 | 新進 |
| MML Investors Services, LLC | 2,478 | $78.9 萬 | 0.01% | −438−15.0% | 減碼 |
| Ethic Inc. | 2,456 | $78.1 萬 | 0.03% | +765+45.2% | 加碼 |
| Change Path, LLC | 2,451 | $78.0 萬 | 0.04% | +65+2.7% | 加碼 |
| Bokf, NA | 2,411 | $76.7 萬 | 0.02% | −5,371−69.0% | 減碼 |
| Linden Thomas Advisory Services, LLC | 2,394 | $76.2 萬 | 0.19% | +385+19.2% | 加碼 |
| Landscape Capital Management, L.L.C. | 2,374 | $75.5 萬 | 0.10% | +2,374 | 新進 |
| Crawford Investment Counsel Inc | 2,315 | $73.7 萬 | 0.02% | −17−0.7% | 減碼 |
| CTC Capital Management, LLC | 2,300 | $73.2 萬 | 1.53% | +2,300 | 新進 |
| TrinityPoint Wealth, LLC | 2,266 | $72.1 萬 | 0.15% | −6−0.3% | 減碼 |
| Ensemble Capital Management, LLC | 2,235 | $71.1 萬 | 0.07% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 2,225 | $70.8 萬 | 0.05% | +976+78.1% | 加碼 |
| Advisor Partners II, LLC | 2,219 | $70.6 萬 | 0.04% | +358+19.2% | 加碼 |
| Financial Advisory Service, Inc. | 2,193 | $69.8 萬 | 0.08% | +10+0.5% | 加碼 |
| DekaBank Deutsche Girozentrale | 2,200 | $69.0 萬 | 0.00% | −550−20.0% | 減碼 |
| Silvercrest Asset Management Group LLC | 2,150 | $68.4 萬 | 0.01% | 00.0% | 不變 |
| Stock Yards Bank & Trust Co | 2,127 | $67.7 萬 | 0.03% | −5,200−71.0% | 減碼 |
| Horizon Investments, LLC | 2,126 | $67.1 萬 | 0.02% | +10.0% | 加碼 |
| Compass Ion Advisors, LLC | 2,066 | $65.7 萬 | 0.17% | +417+25.3% | 加碼 |
| Occudo Quantitative Strategies LP | 2,041 | $64.9 萬 | 0.06% | −2,202−51.9% | 減碼 |
| Capital Analysts, LLC | 2,035 | $64.7 萬 | 0.04% | +5+0.2% | 加碼 |
| Groesbeck Investment Management Corp | 2,025 | $64.4 萬 | 0.97% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,000 | $63.6 萬 | 0.00% | 00.0% | 不變 |
| ProShare Advisors LLC | 1,979 | $63.0 萬 | 0.00% | −189−8.7% | 減碼 |
| Birch Capital Management, LLC | 1,971 | $62.7 萬 | 0.40% | +400+25.5% | 加碼 |
| Parsec Financial Management, Inc. | 1,870 | $59.5 萬 | 0.03% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 1,852 | $58.9 萬 | 0.02% | +708+61.9% | 加碼 |
| Waratah Capital Advisors Ltd. | 1,836 | $58.4 萬 | 0.03% | −3,826−67.6% | 減碼 |
| Belpointe Asset Management LLC | 1,834 | $58.3 萬 | 0.03% | +227+14.1% | 加碼 |
| Parsons Capital Management Inc | 1,832 | $58.3 萬 | 0.05% | +10+0.5% | 加碼 |
| Bridgefront Capital, LLC | 1,813 | $57.7 萬 | 0.35% | +1,813 | 新進 |
| Procyon Private Wealth Partners, LLC | 1,806 | $57.5 萬 | 0.10% | +1,806 | 新進 |
| Impax Asset Management Group plc | 1,797 | $57.2 萬 | 0.00% | −387−17.7% | 減碼 |
| XTX Topco Ltd | 1,792 | $57.0 萬 | 0.12% | +1,792 | 新進 |
| LVW Advisors, LLC | 1,734 | $55.2 萬 | 0.11% | −45−2.5% | 減碼 |
| Equitable Trust Co | 1,724 | $54.9 萬 | 0.04% | 00.0% | 不變 |
| Shell Asset Management Co | 1,723 | $54.8 萬 | 0.02% | −6−0.3% | 減碼 |
| Teza Capital Management LLC | 1,708 | $54.3 萬 | 0.12% | +589+52.6% | 加碼 |
| Shelton Capital Management | 1,688 | $53.7 萬 | 0.02% | 00.0% | 不變 |
| SlateStone Wealth, LLC | 1,662 | $52.9 萬 | 0.11% | +650+64.2% | 加碼 |
| Moody Lynn & Lieberson, LLC | 1,643 | $52.3 萬 | 0.05% | +18+1.1% | 加碼 |
| Parallel Advisors, LLC | 1,642 | $52.3 萬 | 0.02% | +18+1.1% | 加碼 |
| Commerce Bank | 1,620 | $51.5 萬 | 0.00% | +231+16.6% | 加碼 |
| Eqis Capital Management, Inc. | 1,619 | $51.5 萬 | 0.06% | −248−13.3% | 減碼 |
| Baker Tilly Wealth Management, LLC | 1,619 | $51.5 萬 | 0.06% | −49−2.9% | 減碼 |
| Integrated Wealth Concepts LLC | 1,614 | $51.3 萬 | 0.01% | +164+11.3% | 加碼 |
| Icon Wealth Partners, LLC | 1,602 | $51.0 萬 | 0.06% | +1,602 | 新進 |
| M&T Bank Corp | 1,598 | $50.9 萬 | 0.00% | +267+20.1% | 加碼 |
| VisionPoint Advisory Group, LLC | 1,476 | $49.7 萬 | 0.22% | −613−29.3% | 減碼 |
| Quantamental Technologies LLC | 1,530 | $48.7 萬 | 0.26% | −1,136−42.6% | 減碼 |
| PDT Partners, LLC | 1,502 | $47.8 萬 | 0.06% | +94+6.7% | 加碼 |
| Advocate Group LLC | 1,501 | $47.8 萬 | 0.10% | 00.0% | 不變 |
| Romano Brothers and Company | 1,500 | $47.7 萬 | 0.07% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 1,494 | $47.5 萬 | 0.01% | +32+2.2% | 加碼 |
| Webster Bank, N. A. | 1,493 | $47.5 萬 | 0.06% | 00.0% | 不變 |
| Krane Funds Advisors LLC | 1,505 | $46.7 萬 | 0.02% | −303−16.8% | 減碼 |
| Perfromance Wealth Partners, LLC | 1,465 | $46.6 萬 | 0.02% | +1,465 | 新進 |
| Avidian Wealth Solutions, LLC | 1,448 | $46.1 萬 | 0.03% | −1−0.1% | 減碼 |