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 2 季 13F 持有人
Watsco Inc 在 2023/6/30 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
- 677
- 較 2023 年第 1 季 +68 家
- 持有股數
- 3,549 萬
- 較 2023 年第 1 季 +94.6 萬 (+2.7%)
- 總市值
- $135.2 億
- 較 2023 年第 1 季 +$25.4 億 (+23.2%)
- 新進機構
- 122
- 另有 212 家加碼
- 清倉機構
- 54
- 另有 243 家減碼
另有 6 家機構在 2023 年第 1 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Crescent Grove Advisors, LLC | 975 | $37.2 萬 | 0.04% | −28−2.8% | 減碼 |
| Autumn Glory Partners, LLC | 975 | $37.2 萬 | 0.27% | +975 | 新進 |
| Clarius Group, LLC | 1,000 | $38.1 萬 | 0.03% | 00.0% | 不變 |
| Tompkins Financial Corp | 1,000 | $38.1 萬 | 0.06% | +1,000 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,006 | $38.4 萬 | 0.00% | +1,006 | 新進 |
| Quantamental Technologies LLC | 1,016 | $38.8 萬 | 0.16% | −514−33.6% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 1,024 | $39.1 萬 | 0.03% | +134+15.1% | 加碼 |
| Quantum Private Wealth, LLC | 1,027 | $39.2 萬 | 0.18% | +173+20.3% | 加碼 |
| Roundview Capital LLC | 1,027 | $39.2 萬 | 0.04% | +1,027 | 新進 |
| Chase Investment Counsel Corp | 1,037 | $39.5 萬 | 0.20% | 00.0% | 不變 |
| Profund Advisors LLC | 1,049 | $40.0 萬 | 0.02% | −91−8.0% | 減碼 |
| Campbell & CO Investment Adviser LLC | 1,050 | $40.1 萬 | 0.07% | −1,567−59.9% | 減碼 |
| Park Place Capital Corp | 1,062 | $40.5 萬 | 0.11% | −9−0.8% | 減碼 |
| Avestar Capital, LLC | 1,065 | $40.6 萬 | 0.07% | −361−25.3% | 減碼 |
| Flagship Harbor Advisors, LLC | 1,078 | $41.1 萬 | 0.03% | +131+13.8% | 加碼 |
| Cubist Systematic Strategies, LLC | 1,100 | $42.0 萬 | 0.00% | −5,942−84.4% | 減碼 |
| Centennial Wealth Advisory LLC | 1,132 | $43.2 萬 | 0.23% | +45+4.1% | 加碼 |
| Mirabella Financial Services LLP | 1,145 | $43.7 萬 | 0.05% | +1,145 | 新進 |
| Park National Corp | 1,160 | $44.3 萬 | 0.02% | 00.0% | 不變 |
| VisionPoint Advisory Group, LLC | 1,161 | $44.3 萬 | 0.18% | −315−21.3% | 減碼 |
| Wakefield Asset Management LLLP | 1,173 | $44.7 萬 | 0.18% | −54−4.4% | 減碼 |
| Veritable, L.P. | 1,174 | $44.8 萬 | 0.01% | −3−0.3% | 減碼 |
| Fifth Third Bancorp | 1,181 | $45.1 萬 | 0.00% | +49+4.3% | 加碼 |
| Williams Jones Wealth Management, LLC. | 1,216 | $46.4 萬 | 0.01% | +200+19.7% | 加碼 |
| First Bank & Trust | 1,223 | $46.7 萬 | 0.12% | −118−8.8% | 減碼 |
| Kenfarb & Co. | 1,225 | $46.7 萬 | 0.41% | −20−1.6% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 1,229 | $46.9 萬 | 0.05% | +1,229 | 新進 |
| Kestra Advisory Services, LLC | 1,250 | $47.7 萬 | 0.00% | −183−12.8% | 減碼 |
| Saturna Capital CORP | 1,258 | $48.0 萬 | 0.01% | +70+5.9% | 加碼 |
| Integrated Wealth Concepts LLC | 1,276 | $48.7 萬 | 0.01% | −338−20.9% | 減碼 |
| Assetmark, Inc | 1,278 | $48.8 萬 | 0.00% | +1,249+4,306.9% | 加碼 |
| Capula Management Ltd | 1,280 | $48.8 萬 | 0.06% | +1,280 | 新進 |
| Avidian Wealth Solutions, LLC | 1,286 | $49.1 萬 | 0.03% | −162−11.2% | 減碼 |
| Donoghue Forlines LLC | 1,298 | $49.5 萬 | 0.15% | −2,102−61.8% | 減碼 |
| Moneta Group Investment Advisors LLC | 1,302 | $49.7 萬 | 0.01% | +31+2.4% | 加碼 |
| Independent Advisor Alliance | 1,311 | $50.0 萬 | 0.02% | +1,311 | 新進 |
| Robeco Institutional Asset Management B.V. | 1,313 | $50.1 萬 | 0.00% | +1,313 | 新進 |
| Phillips Wealth Planners LLC | 1,325 | $50.6 萬 | 0.66% | +59+4.7% | 加碼 |
| Krane Funds Advisors LLC | 1,327 | $50.6 萬 | 0.03% | −178−11.8% | 減碼 |
| Eqis Capital Management, Inc. | 1,368 | $52.2 萬 | 0.06% | −251−15.5% | 減碼 |
| Winton Group Ltd | 1,370 | $52.3 萬 | 0.04% | +1,370 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 1,375 | $52.5 萬 | 0.08% | 00.0% | 不變 |
| Icon Wealth Partners, LLC | 1,382 | $52.7 萬 | 0.06% | −220−13.7% | 減碼 |
| Sonen Capital LLC | 1,426 | $54.4 萬 | 0.90% | +584+69.4% | 加碼 |
| Pathstone Family Office, LLC | 1,370 | $54.8 萬 | 0.01% | +705+106.0% | 加碼 |
| Perfromance Wealth Partners, LLC | 1,460 | $55.2 萬 | 0.03% | −5−0.3% | 減碼 |
| Yarbrough Capital, LLC | 1,447 | $55.2 萬 | 0.03% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,461 | $55.7 萬 | 0.02% | −181−11.0% | 減碼 |
| Commerce Bank | 1,462 | $55.8 萬 | 0.00% | −158−9.8% | 減碼 |
| Mach-1 Financial Group, Inc. | 1,470 | $56.1 萬 | 0.22% | +1,470 | 新進 |
| Symmetry Partners, LLC | 1,488 | $56.8 萬 | 0.03% | +215+16.9% | 加碼 |
| Webster Bank, N. A. | 1,493 | $57.0 萬 | 0.07% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,500 | $57.2 萬 | 0.00% | −500−25.0% | 減碼 |
| Romano Brothers and Company | 1,500 | $57.2 萬 | 0.09% | 00.0% | 不變 |
| Advocate Group LLC | 1,501 | $57.3 萬 | 0.13% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 1,508 | $57.6 萬 | 0.06% | −326−17.8% | 減碼 |
| Confluence Wealth Services, Inc. | 1,510 | $57.6 萬 | 0.12% | +559+58.8% | 加碼 |
| Impax Asset Management Group plc | 1,552 | $59.2 萬 | 0.00% | −245−13.6% | 減碼 |
| Steward Partners Investment Advisory, LLC | 1,564 | $59.7 萬 | 0.01% | +70+4.7% | 加碼 |
| Baker Tilly Wealth Management, LLC | 1,566 | $59.7 萬 | 0.06% | −53−3.3% | 減碼 |
| Compass Ion Advisors, LLC | 1,580 | $60.3 萬 | 0.15% | −486−23.5% | 減碼 |
| E. Ohman J:or Asset Management AB | 1,600 | $61.0 萬 | 0.02% | +1,600 | 新進 |
| Moody Lynn & Lieberson, LLC | 1,609 | $61.4 萬 | 0.05% | −34−2.1% | 減碼 |
| Shelton Capital Management | 1,639 | $62.5 萬 | 0.02% | −49−2.9% | 減碼 |
| Nebula Research & Development LLC | 1,643 | $62.7 萬 | 0.47% | +1,643 | 新進 |
| Equitable Trust Co | 1,647 | $62.8 萬 | 0.05% | −77−4.5% | 減碼 |
| SlateStone Wealth, LLC | 1,657 | $63.2 萬 | 0.12% | −5−0.3% | 減碼 |
| Waratah Capital Advisors Ltd. | 1,661 | $63.4 萬 | 0.03% | −175−9.5% | 減碼 |
| Shell Asset Management Co | 1,716 | $65.5 萬 | 0.03% | −7−0.4% | 減碼 |
| LVW Advisors, LLC | 1,719 | $65.6 萬 | 0.13% | −15−0.9% | 減碼 |
| Burns Matteson Capital Management, LLC | 1,737 | $66.3 萬 | 0.41% | +1,737 | 新進 |
| Americana Partners, LLC | 1,747 | $66.6 萬 | 0.09% | +420+31.7% | 加碼 |
| Bank of Nova Scotia | 1,760 | $67.1 萬 | 0.00% | +327+22.8% | 加碼 |
| Acadian Asset Management LLC | 1,769 | $67.4 萬 | 0.00% | +1,649+1,374.2% | 加碼 |
| Parsons Capital Management Inc | 1,847 | $70.5 萬 | 0.05% | +15+0.8% | 加碼 |
| Cerity Partners LLC | 1,867 | $71.3 萬 | 0.00% | +596+46.9% | 加碼 |
| Modera Wealth Management, LLC | 1,881 | $71.8 萬 | 0.01% | +1,881 | 新進 |
| Virtu Financial LLC | 1,909 | $72.8 萬 | 0.06% | +1,909 | 新進 |
| Jump Financial, LLC | 1,925 | $73.4 萬 | 0.03% | −4,377−69.5% | 減碼 |
| M&T Bank Corp | 1,929 | $73.5 萬 | 0.00% | +331+20.7% | 加碼 |
| ProShare Advisors LLC | 1,953 | $74.5 萬 | 0.00% | −26−1.3% | 減碼 |
| Shaker Investments LLC | 1,972 | $75.2 萬 | 0.38% | +1,972 | 新進 |
| Private Advisor Group, LLC | 2,002 | $76.0 萬 | 0.01% | +1,334+199.7% | 加碼 |
| Daiwa Securities Group Inc. | 2,000 | $76.3 萬 | 0.01% | +2,000 | 新進 |
| Procyon Private Wealth Partners, LLC | 2,006 | $76.5 萬 | 0.10% | +200+11.1% | 加碼 |
| Groesbeck Investment Management Corp | 2,025 | $77.2 萬 | 1.18% | 00.0% | 不變 |
| Capital Analysts, LLC | 2,035 | $77.6 萬 | 0.04% | 00.0% | 不變 |
| Stock Yards Bank & Trust Co | 2,102 | $80.2 萬 | 0.03% | −25−1.2% | 減碼 |
| Horizon Investments, LLC | 2,127 | $80.6 萬 | 0.02% | +10.0% | 加碼 |
| Alpha DNA Investment Management LLC | 2,114 | $80.6 萬 | 0.46% | +2,114 | 新進 |
| Prudential PLC | 2,148 | $81.9 萬 | 0.01% | +2,148 | 新進 |
| Connectus Wealth, LLC | 2,165 | $82.6 萬 | 0.02% | −2,500−53.6% | 減碼 |
| CIBC Asset Management Inc | 2,198 | $83.8 萬 | 0.00% | +1,029+88.0% | 加碼 |
| Silvercrest Asset Management Group LLC | 2,231 | $85.1 萬 | 0.01% | +81+3.8% | 加碼 |
| Financial Advisory Service, Inc. | 2,232 | $85.1 萬 | 0.11% | +39+1.8% | 加碼 |
| Ensemble Capital Management, LLC | 2,235 | $85.3 萬 | 0.08% | 00.0% | 不變 |
| Toroso Investments, LLC | 2,261 | $86.3 萬 | 0.03% | +1,445+177.1% | 加碼 |
| XTX Topco Ltd | 2,308 | $88.0 萬 | 0.16% | +516+28.8% | 加碼 |
| Crawford Investment Counsel Inc | 2,315 | $88.3 萬 | 0.02% | 00.0% | 不變 |
| Advisor Partners II, LLC | 2,320 | $88.5 萬 | 0.04% | +101+4.6% | 加碼 |