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 |
|---|---|---|---|---|---|
| TrinityPoint Wealth, LLC | 2,321 | $88.5 萬 | 0.17% | +55+2.4% | 加碼 |
| Mayflower Financial Advisors, LLC | 2,334 | $89.0 萬 | 0.12% | +1,482+173.9% | 加碼 |
| Johnson Financial Group, Inc. | 2,356 | $89.9 萬 | 0.06% | +131+5.9% | 加碼 |
| Hilltop Holdings Inc. | 2,461 | $93.9 萬 | 0.12% | −339−12.1% | 減碼 |
| Pinebridge Investments, L.P. | 2,461 | $93.9 萬 | 0.01% | +1,976+407.4% | 加碼 |
| Atlas Private Wealth Management | 2,466 | $94.1 萬 | 0.50% | −21−0.8% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,467 | $94.1 萬 | 0.01% | +2,467 | 新進 |
| Linden Thomas Advisory Services, LLC | 2,472 | $94.3 萬 | 0.21% | +78+3.3% | 加碼 |
| Wealth Alliance | 2,474 | $94.4 萬 | 0.14% | −56−2.2% | 減碼 |
| Northeast Financial Consultants Inc | 2,500 | $95.4 萬 | 0.06% | 00.0% | 不變 |
| Graham Capital Management, L.P. | 2,501 | $95.4 萬 | 0.03% | +2,501 | 新進 |
| Lindenwold Advisors | 2,510 | $95.7 萬 | 0.59% | −674−21.2% | 減碼 |
| Teacher Retirement System of Texas | 2,518 | $96.1 萬 | 0.01% | −7,988−76.0% | 減碼 |
| TD Asset Management Inc | 2,524 | $96.3 萬 | 0.00% | +2,524 | 新進 |
| Bokf, NA | 2,526 | $96.4 萬 | 0.02% | +115+4.8% | 加碼 |
| Charter Oak Capital Management, LLC | 2,540 | $96.9 萬 | 0.13% | 00.0% | 不變 |
| Donaldson Capital Management, LLC | 2,564 | $97.8 萬 | 0.04% | −166−6.1% | 減碼 |
| Crossmark Global Holdings, Inc. | 2,628 | $98.9 萬 | 0.02% | −332−11.2% | 減碼 |
| DFPG Investments, LLC | 2,684 | $99.1 萬 | 0.09% | −103−3.7% | 減碼 |
| Maryland State Retirement & Pension System | 2,605 | $99.4 萬 | 0.02% | 00.0% | 不變 |
| CIBC World Markets Inc. | 2,664 | $101.6 萬 | 0.00% | +55+2.1% | 加碼 |
| Change Path, LLC | 2,663 | $101.6 萬 | 0.05% | +212+8.6% | 加碼 |
| Advisor OS, LLC | 2,665 | $101.7 萬 | 0.17% | +122+4.8% | 加碼 |
| Centennial Bank | 2,699 | $103.0 萬 | 0.69% | −380−12.3% | 減碼 |
| D. E. Shaw & Co., Inc. | 2,717 | $103.6 萬 | 0.00% | −28,834−91.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 2,718 | $103.7 萬 | 0.03% | +866+46.8% | 加碼 |
| J. W. Coons Advisors, LLC | 2,726 | $104.0 萬 | 0.28% | +135+5.2% | 加碼 |
| Cox Capital Mgt LLC | 2,755 | $105.1 萬 | 0.77% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 2,757 | $105.2 萬 | 0.01% | +145+5.6% | 加碼 |
| CoreCap Advisors, LLC | 2,760 | $105.3 萬 | 0.08% | +2,760 | 新進 |
| Intech Investment Management LLC | 2,862 | $109.2 萬 | 0.01% | +139+5.1% | 加碼 |
| Cetera Investment Advisers | 2,901 | $110.7 萬 | 0.01% | −303−9.5% | 減碼 |
| Securian Asset Management, Inc | 2,957 | $112.8 萬 | 0.03% | −100−3.3% | 減碼 |
| Quantinno Capital Management LP | 2,994 | $114.2 萬 | 0.07% | +461+18.2% | 加碼 |
| British Columbia Investment Management Corp | 3,001 | $114.5 萬 | 0.01% | +3,001 | 新進 |
| Annandale Capital, LLC | 3,006 | $114.7 萬 | 0.33% | 00.0% | 不變 |
| National Asset Management, Inc. | 3,022 | $115.3 萬 | 0.03% | +209+7.4% | 加碼 |
| Ethic Inc. | 3,034 | $115.7 萬 | 0.04% | +578+23.5% | 加碼 |
| Cetera Advisor Networks LLC | 3,079 | $117.5 萬 | 0.01% | −33−1.1% | 減碼 |
| GWM Advisors LLC | 3,210 | $122.5 萬 | 0.01% | −35−1.1% | 減碼 |
| Portside Wealth Group, LLC | 3,279 | $125.1 萬 | 0.23% | +3,279 | 新進 |
| Burney Co | 3,286 | $125.4 萬 | 0.06% | +167+5.4% | 加碼 |
| JustInvest LLC | 3,304 | $126.0 萬 | 0.04% | +29+0.9% | 加碼 |
| Creative Planning | 3,326 | $126.9 萬 | 0.00% | +81+2.5% | 加碼 |
| Gulf International Bank (UK) Ltd | 3,333 | $127.1 萬 | 0.03% | +3,333 | 新進 |
| Beacon Pointe Advisors, LLC | 3,404 | $129.9 萬 | 0.02% | −2,657−43.8% | 減碼 |
| Chicago Trust Co NA | 3,432 | $130.9 萬 | 0.31% | +65+1.9% | 加碼 |
| Capital Investment Advisory Services, LLC | 3,485 | $132.9 萬 | 0.13% | +3,485 | 新進 |
| Ontario Teachers Pension Plan Board | 3,495 | $133.3 萬 | 0.01% | +10+0.3% | 加碼 |
| Mercer Global Advisors Inc | 3,505 | $133.7 萬 | 0.01% | −1,728−33.0% | 減碼 |
| Argent Trust Co | 3,510 | $133.9 萬 | 0.07% | +131+3.9% | 加碼 |
| Stephens Inc | 3,538 | $135.0 萬 | 0.02% | −500−12.4% | 減碼 |
| Cambridge Trust Co | 3,548 | $135.3 萬 | 0.06% | −9,737−73.3% | 減碼 |
| Umb Bank N A | 3,601 | $137.4 萬 | 0.02% | +10.0% | 加碼 |
| MML Investors Services, LLC | 3,604 | $137.5 萬 | 0.01% | +1,126+45.4% | 加碼 |
| Birch Capital Management, LLC | 3,629 | $138.4 萬 | 0.84% | +1,658+84.1% | 加碼 |
| Nissay Asset Management Corp | 3,664 | $139.8 萬 | 0.01% | +3,664 | 新進 |
| Intrepid Capital Management Inc | 3,691 | $140.8 萬 | 0.99% | +170+4.8% | 加碼 |
| Covea Finance | 3,800 | $145.0 萬 | 0.08% | 00.0% | 不變 |
| Pearl River Capital, LLC | 3,894 | $148.5 萬 | 0.24% | −29−0.7% | 減碼 |
| Access Financial Services, Inc. | 3,929 | $149.9 萬 | 0.87% | −31−0.8% | 減碼 |
| Nordwand Advisors, LLC | 3,991 | $152.2 萬 | 0.26% | +3,991 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 4,009 | $152.9 萬 | 0.01% | +426+11.9% | 加碼 |
| Avantax Advisory Services, Inc. | 4,018 | $153.3 萬 | 0.02% | +305+8.2% | 加碼 |
| Alpha Omega Wealth Management LLC | 4,044 | $154.3 萬 | 0.26% | −168−4.0% | 減碼 |
| Algert Global LLC | 4,045 | $154.3 萬 | 0.07% | −3,851−48.8% | 減碼 |
| Girard Partners Ltd. | 4,084 | $155.8 萬 | 0.16% | +4,084 | 新進 |
| Aviva PLC | 4,096 | $156.3 萬 | 0.01% | −613−13.0% | 減碼 |
| Zurich Insurance Group Ltd | 4,100 | $156.4 萬 | 0.02% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 4,142 | $158.0 萬 | 0.02% | −442−9.6% | 減碼 |
| Public Employees Retirement Association of Colorado | 4,143 | $158.0 萬 | 0.01% | 00.0% | 不變 |
| Brown Advisory Inc | 4,234 | $161.5 萬 | 0.00% | −326−7.1% | 減碼 |
| KBC Group NV | 4,241 | $161.8 萬 | 0.01% | +3,849+981.9% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,486 | $171.1 萬 | 0.11% | −497−10.0% | 減碼 |
| RFG Advisory, LLC | 4,596 | $175.3 萬 | 0.08% | −232−4.8% | 減碼 |
| Federated Hermes, Inc. | 4,610 | $175.9 萬 | 0.00% | +289+6.7% | 加碼 |
| Dakota Wealth Management | 4,611 | $175.9 萬 | 0.08% | +4,611 | 新進 |
| Prudential Financial Inc | 4,668 | $178.1 萬 | 0.00% | +94+2.1% | 加碼 |
| Ergoteles LLC | 4,837 | $184.5 萬 | 0.09% | −3,031−38.5% | 減碼 |
| Raymond James Trust N.A. | 4,869 | $185.8 萬 | 0.05% | +412+9.2% | 加碼 |
| STRS Ohio | 4,896 | $186.7 萬 | 0.01% | −66−1.3% | 減碼 |
| Xponance, Inc. | 4,952 | $188.9 萬 | 0.03% | −1,220−19.8% | 減碼 |
| Mariner, LLC | 4,967 | $189.5 萬 | 0.01% | +142+2.9% | 加碼 |
| Barbara Oil Co. | 5,000 | $190.7 萬 | 0.87% | 00.0% | 不變 |
| Lee Financial Co | 5,002 | $190.8 萬 | 0.33% | 00.0% | 不變 |
| Occudo Quantitative Strategies LP | 5,057 | $192.9 萬 | 0.20% | +3,016+147.8% | 加碼 |
| Bridgeway Capital Management, LLC | 5,130 | $195.7 萬 | 0.05% | +5,130 | 新進 |
| DekaBank Deutsche Girozentrale | 5,224 | $197.4 萬 | 0.00% | +3,024+137.5% | 加碼 |
| Van Eck Associates Corp | 5,193 | $198.1 萬 | 0.00% | +404+8.4% | 加碼 |
| Taylor Frigon Capital Management LLC | 5,205 | $198.6 萬 | 0.97% | −249−4.6% | 減碼 |
| SG Americas Securities, LLC | 5,348 | $204.0 萬 | 0.02% | −2,748−33.9% | 減碼 |
| Two Sigma Investments, LP | 5,600 | $213.6 萬 | 0.01% | −23−0.4% | 減碼 |
| Johnson Investment Counsel Inc | 5,689 | $217.0 萬 | 0.03% | +14+0.2% | 加碼 |
| Utah Retirement Systems | 5,693 | $217.2 萬 | 0.03% | −200−3.4% | 減碼 |
| AXA S.A. | 5,704 | $217.6 萬 | 0.01% | +5,704 | 新進 |
| Schechter Investment Advisors, LLC | 5,734 | $218.7 萬 | 0.20% | +269+4.9% | 加碼 |
| Cetera Advisors LLC | 5,782 | $220.6 萬 | 0.03% | +1,040+21.9% | 加碼 |
| Pacer Advisors, Inc. | 5,900 | $225.1 萬 | 0.01% | +5,900 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,931 | $226.2 萬 | 0.09% | +5,931 | 新進 |
| Tredje AP-fonden | 6,008 | $229.2 萬 | 0.03% | +6,008 | 新進 |