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 3 季 13F 持有人
Watsco Inc 在 2023/9/30 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
- 683
- 較 2023 年第 2 季 +15 家
- 持有股數
- 3,617 萬
- 較 2023 年第 2 季 +87.2 萬 (+2.5%)
- 總市值
- $136.5 億
- 較 2023 年第 2 季 +$2.10 億 (+1.6%)
- 新進機構
- 79
- 另有 225 家加碼
- 清倉機構
- 64
- 另有 260 家減碼
另有 9 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Coury Firm Asset Management LLC | 820 | $31.0 萬 | 0.49% | −119−12.7% | 減碼 |
| Great Lakes Advisors, LLC | 821 | $31.0 萬 | 0.00% | +821 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 831 | $31.4 萬 | 0.00% | −175−17.4% | 減碼 |
| SG Americas Securities, LLC | 848 | $32.0 萬 | 0.00% | −4,500−84.1% | 減碼 |
| Arete Wealth Advisors, LLC | 858 | $32.4 萬 | 0.06% | +858 | 新進 |
| Algert Global LLC | 864 | $32.6 萬 | 0.02% | −3,181−78.6% | 減碼 |
| Profund Advisors LLC | 904 | $34.1 萬 | 0.02% | −145−13.8% | 減碼 |
| Verition Fund Management LLC | 906 | $34.2 萬 | 0.00% | +906 | 新進 |
| Ellevest, Inc. | 907 | $34.3 萬 | 0.03% | −1−0.1% | 減碼 |
| Delta Financial Group, Inc. | 920 | $34.7 萬 | 0.12% | +920 | 新進 |
| Avestar Capital, LLC | 932 | $35.2 萬 | 0.05% | −133−12.5% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 934 | $35.3 萬 | 0.04% | +60+6.9% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 940 | $35.5 萬 | 0.02% | +60+6.8% | 加碼 |
| EverSource Wealth Advisors, LLC | 944 | $35.7 萬 | 0.04% | −25−2.6% | 減碼 |
| Park Avenue Securities LLC | 945 | $35.7 萬 | 0.01% | +945 | 新進 |
| Valeo Financial Advisors, LLC | 999 | $37.7 萬 | 0.02% | +999 | 新進 |
| Bank of Nova Scotia | 999 | $37.7 萬 | 0.00% | −761−43.2% | 減碼 |
| Tompkins Financial Corp | 1,000 | $37.8 萬 | 0.06% | 00.0% | 不變 |
| Clarius Group, LLC | 1,000 | $37.8 萬 | 0.04% | 00.0% | 不變 |
| Westpac Banking Corp | 1,000 | $37.8 萬 | 0.03% | +1,000 | 新進 |
| Roundview Capital LLC | 1,027 | $38.8 萬 | 0.04% | 00.0% | 不變 |
| FORA Capital, LLC | 1,037 | $39.2 萬 | 0.03% | +1,037 | 新進 |
| Quantum Private Wealth, LLC | 1,038 | $39.2 萬 | 0.19% | +11+1.1% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 1,046 | $39.5 萬 | 0.01% | +357+51.8% | 加碼 |
| Park Place Capital Corp | 1,062 | $40.1 萬 | 0.12% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 1,066 | $40.3 萬 | 0.03% | −12−1.1% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 1,081 | $40.8 萬 | 0.02% | +57+5.6% | 加碼 |
| Centennial Wealth Advisory LLC | 1,094 | $41.3 萬 | 0.22% | −38−3.4% | 減碼 |
| Park National Corp | 1,131 | $42.7 萬 | 0.02% | −29−2.5% | 減碼 |
| Eqis Capital Management, Inc. | 1,148 | $43.3 萬 | 0.05% | −220−16.1% | 減碼 |
| Diametric Capital, LP | 1,159 | $43.8 萬 | 0.18% | +514+79.7% | 加碼 |
| Quantamental Technologies LLC | 1,196 | $45.2 萬 | 0.42% | +180+17.7% | 加碼 |
| GTS Securities LLC | 1,196 | $45.2 萬 | 0.01% | +1,196 | 新進 |
| Centiva Capital, LP | 1,207 | $45.6 萬 | 0.02% | +1,207 | 新進 |
| Great Valley Advisor Group, Inc. | 1,214 | $45.8 萬 | 0.02% | +1,214 | 新進 |
| Kenfarb & Co. | 1,225 | $46.3 萬 | 0.42% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 1,225 | $46.3 萬 | 0.00% | −25−2.0% | 減碼 |
| Inceptionr LLC | 1,244 | $47.0 萬 | 0.27% | +1,244 | 新進 |
| Phillips Wealth Planners LLC | 1,333 | $47.2 萬 | 0.64% | +8+0.6% | 加碼 |
| Integrated Wealth Concepts LLC | 1,250 | $47.2 萬 | 0.01% | −26−2.0% | 減碼 |
| Moneta Group Investment Advisors LLC | 1,260 | $47.6 萬 | 0.01% | −42−3.2% | 減碼 |
| Assetmark, Inc | 1,263 | $47.7 萬 | 0.00% | −15−1.2% | 減碼 |
| First Bank & Trust | 1,263 | $47.7 萬 | 0.12% | +40+3.3% | 加碼 |
| Fifth Third Bancorp | 1,267 | $47.9 萬 | 0.00% | +86+7.3% | 加碼 |
| Commerce Bank | 1,279 | $48.3 萬 | 0.00% | −183−12.5% | 減碼 |
| Knowledge Leaders Capital, LLC | 1,290 | $48.7 萬 | 0.72% | +1,290 | 新進 |
| Pine Valley Investments Ltd Liability Co | 1,296 | $49.0 萬 | 0.05% | +67+5.5% | 加碼 |
| Intech Investment Management LLC | 1,321 | $49.9 萬 | 0.01% | −1,541−53.8% | 減碼 |
| Krane Funds Advisors LLC | 1,337 | $50.5 萬 | 0.02% | +10+0.8% | 加碼 |
| IFP Advisors, Inc | 1,349 | $50.9 萬 | 0.02% | +434+47.4% | 加碼 |
| Icon Wealth Partners, LLC | 1,350 | $51.0 萬 | 0.06% | −32−2.3% | 減碼 |
| BBR Partners, LLC | 1,370 | $51.7 萬 | 0.06% | +1,370 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 1,375 | $51.9 萬 | 0.09% | 00.0% | 不變 |
| Sonen Capital LLC | 1,426 | $53.9 萬 | 1.06% | 00.0% | 不變 |
| Congress Wealth Management LLC | 1,431 | $54.1 萬 | 0.01% | +1,431 | 新進 |
| Headlands Technologies LLC | 1,439 | $54.4 萬 | 0.27% | +1,439 | 新進 |
| Parallel Advisors, LLC | 1,445 | $54.6 萬 | 0.02% | −16−1.1% | 減碼 |
| Yarbrough Capital, LLC | 1,447 | $54.7 萬 | 0.03% | 00.0% | 不變 |
| Perfromance Wealth Partners, LLC | 1,460 | $55.1 萬 | 0.03% | 00.0% | 不變 |
| Symmetry Partners, LLC | 1,488 | $56.2 萬 | 0.03% | 00.0% | 不變 |
| Saturna Capital CORP | 1,488 | $56.2 萬 | 0.01% | +230+18.3% | 加碼 |
| Webster Bank, N. A. | 1,493 | $56.4 萬 | 0.08% | 00.0% | 不變 |
| Advocate Group LLC | 1,497 | $56.5 萬 | 0.13% | −4−0.3% | 減碼 |
| Romano Brothers and Company | 1,500 | $56.7 萬 | 0.09% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,500 | $56.7 萬 | 0.00% | 00.0% | 不變 |
| Equitable Trust Co | 1,501 | $56.7 萬 | 0.05% | −146−8.9% | 減碼 |
| Impax Asset Management Group plc | 1,523 | $57.5 萬 | 0.00% | −29−1.9% | 減碼 |
| Shelton Capital Management | 1,544 | $58.3 萬 | 0.02% | −95−5.8% | 減碼 |
| Baker Tilly Wealth Management, LLC | 1,545 | $58.4 萬 | 0.10% | −21−1.3% | 減碼 |
| Avidian Wealth Solutions, LLC | 1,570 | $59.3 萬 | 0.04% | +284+22.1% | 加碼 |
| Bridgewater Associates, LP | 1,575 | $59.5 萬 | 0.00% | +1,575 | 新進 |
| LVW Advisors, LLC | 1,590 | $60.1 萬 | 0.13% | −129−7.5% | 減碼 |
| Blueshift Asset Management, LLC | 1,597 | $60.3 萬 | 0.36% | +1,597 | 新進 |
| E. Ohman J:or Asset Management AB | 1,600 | $60.4 萬 | 0.02% | 00.0% | 不變 |
| Moody Lynn & Lieberson, LLC | 1,606 | $60.7 萬 | 0.05% | −3−0.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 1,667 | $63.0 萬 | 0.01% | +103+6.6% | 加碼 |
| Burns Matteson Capital Management, LLC | 1,673 | $63.2 萬 | 0.40% | −64−3.7% | 減碼 |
| Aviva PLC | 1,690 | $63.8 萬 | 0.00% | −2,406−58.7% | 減碼 |
| Belpointe Asset Management LLC | 1,715 | $64.8 萬 | 0.07% | +207+13.7% | 加碼 |
| SlateStone Wealth, LLC | 1,758 | $66.4 萬 | 0.10% | +101+6.1% | 加碼 |
| Confluence Wealth Services, Inc. | 1,767 | $66.7 萬 | 0.13% | +257+17.0% | 加碼 |
| Lloyd Advisory Services, LLC. | 1,771 | $66.9 萬 | 0.22% | +1,771 | 新進 |
| Norden Group LLC | 1,771 | $66.9 萬 | 0.22% | +1,771 | 新進 |
| Prudential PLC | 1,773 | $67.0 萬 | 0.01% | −375−17.5% | 減碼 |
| ProShare Advisors LLC | 1,812 | $68.4 萬 | 0.00% | −141−7.2% | 減碼 |
| Independent Advisor Alliance | 1,813 | $68.5 萬 | 0.03% | +502+38.3% | 加碼 |
| Ostrum Asset Management | 1,848 | $69.8 萬 | 0.06% | +1,514+453.3% | 加碼 |
| Parsons Capital Management Inc | 1,857 | $70.1 萬 | 0.06% | +10+0.5% | 加碼 |
| Modera Wealth Management, LLC | 1,889 | $71.4 萬 | 0.01% | +8+0.4% | 加碼 |
| Ascent Group, LLC | 1,935 | $71.8 萬 | 0.08% | +1,935 | 新進 |
| Thoroughbred Financial Services, LLC | 1,915 | $72.3 萬 | 0.07% | +1,915 | 新進 |
| Stock Yards Bank & Trust Co | 1,927 | $72.8 萬 | 0.03% | −175−8.3% | 減碼 |
| XTX Topco Ltd | 1,949 | $73.6 萬 | 0.13% | −359−15.6% | 減碼 |
| NBC Securities, Inc. | 1,984 | $74.9 萬 | 0.08% | +1,984 | 新進 |
| M&T Bank Corp | 1,989 | $75.1 萬 | 0.00% | +60+3.1% | 加碼 |
| Daiwa Securities Group Inc. | 2,000 | $75.5 萬 | 0.01% | 00.0% | 不變 |
| PEAK6 Investments LLC | 2,009 | $75.9 萬 | 0.04% | +2,009 | 新進 |
| Americana Partners, LLC | 2,042 | $76.1 萬 | 0.08% | +295+16.9% | 加碼 |
| Mayflower Financial Advisors, LLC | 2,018 | $76.2 萬 | 0.11% | −316−13.5% | 減碼 |
| Capital Analysts, LLC | 2,035 | $76.9 萬 | 0.04% | 00.0% | 不變 |