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 |
|---|---|---|---|---|---|
| Change Path, LLC | 2,061 | $77.8 萬 | 0.06% | −602−22.6% | 減碼 |
| Private Advisor Group, LLC | 2,082 | $78.6 萬 | 0.01% | +80+4.0% | 加碼 |
| Pinebridge Investments, L.P. | 2,091 | $79.0 萬 | 0.01% | −370−15.0% | 減碼 |
| Oak Ridge Investments LLC | 2,099 | $79.3 萬 | 0.10% | +2,099 | 新進 |
| Horizon Investments, LLC | 2,125 | $79.8 萬 | 0.02% | −2−0.1% | 減碼 |
| CIBC Asset Management Inc | 2,157 | $81.5 萬 | 0.00% | −41−1.9% | 減碼 |
| DFPG Investments, LLC | 2,199 | $81.6 萬 | 0.08% | −485−18.1% | 減碼 |
| Connectus Wealth, LLC | 2,165 | $81.8 萬 | 0.02% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 2,178 | $82.3 萬 | 0.03% | −540−19.9% | 減碼 |
| Financial Advisory Service, Inc. | 2,192 | $82.8 萬 | 0.09% | −40−1.8% | 減碼 |
| Compass Ion Advisors, LLC | 2,220 | $83.8 萬 | 0.14% | +640+40.5% | 加碼 |
| Ensemble Capital Management, LLC | 2,235 | $84.4 萬 | 0.09% | 00.0% | 不變 |
| Groesbeck Investment Management Corp | 2,265 | $85.6 萬 | 1.30% | +240+11.9% | 加碼 |
| Bokf, NA | 2,469 | $86.1 萬 | 0.02% | −57−2.3% | 減碼 |
| Crawford Investment Counsel Inc | 2,315 | $87.4 萬 | 0.02% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 2,316 | $87.5 萬 | 0.01% | +1,100+90.5% | 加碼 |
| Advisor Partners II, LLC | 2,330 | $88.0 萬 | 0.04% | +10+0.4% | 加碼 |
| TrinityPoint Wealth, LLC | 2,356 | $89.0 萬 | 0.18% | +35+1.5% | 加碼 |
| CIBC World Markets Inc. | 2,367 | $89.4 萬 | 0.00% | −297−11.1% | 減碼 |
| Toroso Investments, LLC | 2,382 | $90.0 萬 | 0.03% | +121+5.4% | 加碼 |
| Ellsworth Advisors, LLC | 2,547 | $90.2 萬 | 0.32% | +2,547 | 新進 |
| Alps Advisors Inc | 2,398 | $90.6 萬 | 0.01% | −18,910−88.7% | 減碼 |
| Johnson Financial Group, Inc. | 2,404 | $90.8 萬 | 0.06% | +48+2.0% | 加碼 |
| Wealth Alliance | 2,428 | $91.7 萬 | 0.14% | −46−1.9% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,455 | $92.7 萬 | 0.01% | −12−0.5% | 減碼 |
| FDx Advisors, Inc. | 2,466 | $93.1 萬 | 0.08% | −6,212−71.6% | 減碼 |
| TD Asset Management Inc | 2,476 | $93.5 萬 | 0.00% | −48−1.9% | 減碼 |
| Atlas Private Wealth Management | 2,493 | $94.2 萬 | 0.51% | +27+1.1% | 加碼 |
| Northeast Financial Consultants Inc | 2,500 | $94.4 萬 | 0.06% | 00.0% | 不變 |
| Pathstone Family Office, LLC | 2,531 | $95.6 萬 | 0.01% | +1,161+84.7% | 加碼 |
| Stephens Inc | 2,540 | $95.9 萬 | 0.02% | −998−28.2% | 減碼 |
| Charter Oak Capital Management, LLC | 2,540 | $95.9 萬 | 0.13% | 00.0% | 不變 |
| Lindenwold Advisors | 2,563 | $96.8 萬 | 0.60% | +53+2.1% | 加碼 |
| Teacher Retirement System of Texas | 2,589 | $97.8 萬 | 0.01% | +71+2.8% | 加碼 |
| Maryland State Retirement & Pension System | 2,605 | $98.4 萬 | 0.02% | 00.0% | 不變 |
| J. W. Coons Advisors, LLC | 2,626 | $99.2 萬 | 0.29% | −100−3.7% | 減碼 |
| Advisor OS, LLC | 2,693 | $101.7 萬 | 0.15% | +28+1.1% | 加碼 |
| Centennial Bank | 2,699 | $101.9 萬 | 0.70% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 2,555 | $102.0 萬 | 0.02% | −73−2.8% | 減碼 |
| Parallax Volatility Advisers, L.P. | 2,740 | $103.5 萬 | 0.04% | +2,740 | 新進 |
| Cox Capital Mgt LLC | 2,755 | $104.1 萬 | 0.73% | 00.0% | 不變 |
| Ethic Inc. | 2,763 | $104.4 萬 | 0.04% | −271−8.9% | 減碼 |
| CoreCap Advisors, LLC | 2,831 | $107.0 萬 | 0.08% | +71+2.6% | 加碼 |
| Securian Asset Management, Inc | 2,841 | $107.3 萬 | 0.03% | −116−3.9% | 減碼 |
| Donaldson Capital Management, LLC | 2,871 | $108.4 萬 | 0.05% | +307+12.0% | 加碼 |
| Hilltop Holdings Inc. | 2,891 | $109.2 萬 | 0.14% | +430+17.5% | 加碼 |
| GWM Advisors LLC | 2,897 | $109.4 萬 | 0.01% | −313−9.8% | 減碼 |
| Procyon Private Wealth Partners, LLC | 2,954 | $111.6 萬 | 0.11% | +948+47.3% | 加碼 |
| Quantinno Capital Management LP | 2,978 | $112.5 萬 | 0.05% | −16−0.5% | 減碼 |
| Cetera Advisor Networks LLC | 2,996 | $113.2 萬 | 0.01% | −83−2.7% | 減碼 |
| Annandale Capital, LLC | 3,006 | $113.5 萬 | 0.34% | 00.0% | 不變 |
| Meeder Asset Management Inc | 3,025 | $114.3 萬 | 0.09% | +3,013+25,108.3% | 加碼 |
| British Columbia Investment Management Corp | 3,040 | $114.8 萬 | 0.01% | +39+1.3% | 加碼 |
| Cetera Investment Advisers | 3,061 | $115.6 萬 | 0.01% | +160+5.5% | 加碼 |
| Gulf International Bank (UK) Ltd | 3,192 | $120.5 萬 | 0.03% | −141−4.2% | 減碼 |
| National Asset Management, Inc. | 3,321 | $125.4 萬 | 0.03% | +299+9.9% | 加碼 |
| Chicago Trust Co NA | 3,347 | $126.4 萬 | 0.32% | −85−2.5% | 減碼 |
| Burney Co | 3,347 | $126.4 萬 | 0.06% | +61+1.9% | 加碼 |
| Portside Wealth Group, LLC | 3,342 | $126.5 萬 | 0.24% | +63+1.9% | 加碼 |
| JustInvest LLC | 3,356 | $126.8 萬 | 0.04% | +52+1.6% | 加碼 |
| Nordwand Advisors, LLC | 3,443 | $130.0 萬 | 0.26% | −548−13.7% | 減碼 |
| Capital Investment Advisory Services, LLC | 3,485 | $131.6 萬 | 0.13% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 3,529 | $133.3 萬 | 0.01% | +24+0.7% | 加碼 |
| Birch Capital Management, LLC | 3,592 | $135.7 萬 | 0.86% | −37−1.0% | 減碼 |
| Umb Bank N A | 3,594 | $135.8 萬 | 0.02% | −7−0.2% | 減碼 |
| Cetera Advisors LLC | 3,597 | $135.9 萬 | 0.02% | −2,185−37.8% | 減碼 |
| MML Investors Services, LLC | 3,647 | $137.7 萬 | 0.01% | +43+1.2% | 加碼 |
| Intrepid Capital Management Inc | 3,691 | $139.4 萬 | 0.96% | 00.0% | 不變 |
| Creative Planning | 3,698 | $139.7 萬 | 0.00% | +372+11.2% | 加碼 |
| Brown Advisory Inc | 3,774 | $142.5 萬 | 0.00% | −460−10.9% | 減碼 |
| Nissay Asset Management Corp | 3,774 | $142.6 萬 | 0.01% | +110+3.0% | 加碼 |
| Covea Finance | 3,800 | $143.5 萬 | 0.08% | 00.0% | 不變 |
| Argent Trust Co | 3,876 | $146.4 萬 | 0.08% | +366+10.4% | 加碼 |
| Cambridge Trust Co | 3,882 | $146.6 萬 | 0.07% | +334+9.4% | 加碼 |
| Access Financial Services, Inc. | 3,917 | $148.0 萬 | 0.89% | −12−0.3% | 減碼 |
| Avantax Advisory Services, Inc. | 3,952 | $149.3 萬 | 0.02% | −66−1.6% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 3,967 | $149.9 萬 | 0.01% | −42−1.0% | 減碼 |
| Federated Hermes, Inc. | 3,974 | $150.1 萬 | 0.00% | −636−13.8% | 減碼 |
| State of Alaska, Department of Revenue | 3,987 | $150.5 萬 | 0.02% | −155−3.7% | 減碼 |
| Strategic Advocates LLC | 3,993 | $150.8 萬 | 0.71% | +3,993 | 新進 |
| Empowered Funds, LLC | 4,036 | $152.4 萬 | 0.04% | −8,079−66.7% | 減碼 |
| Alpha Omega Wealth Management LLC | 4,094 | $154.6 萬 | 0.27% | +50+1.2% | 加碼 |
| Zurich Insurance Group Ltd | 4,100 | $154.9 萬 | 0.02% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 4,143 | $156.5 萬 | 0.01% | 00.0% | 不變 |
| RFG Advisory, LLC | 4,171 | $157.5 萬 | 0.07% | −425−9.2% | 減碼 |
| Allianz Asset Management GmbH | 4,190 | $158.3 萬 | 0.00% | −2,128−33.7% | 減碼 |
| Girard Partners Ltd. | 4,273 | $161.4 萬 | 0.18% | +189+4.6% | 加碼 |
| Beacon Pointe Advisors, LLC | 4,384 | $165.6 萬 | 0.02% | +980+28.8% | 加碼 |
| Prudential Financial Inc | 4,459 | $168.4 萬 | 0.00% | −209−4.5% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,486 | $169.4 萬 | 0.11% | 00.0% | 不變 |
| Envestnet Portfolio Solutions, Inc. | 4,503 | $170.1 萬 | 0.01% | +4,503 | 新進 |
| Lee Financial Co | 4,677 | $176.7 萬 | 0.33% | −325−6.5% | 減碼 |
| Raymond James Trust N.A. | 4,829 | $182.4 萬 | 0.05% | −40−0.8% | 減碼 |
| Xponance, Inc. | 4,898 | $185.0 萬 | 0.03% | −54−1.1% | 減碼 |
| Pacer Advisors, Inc. | 4,911 | $185.5 萬 | 0.01% | −989−16.8% | 減碼 |
| Barbara Oil Co. | 5,000 | $188.9 萬 | 0.89% | 00.0% | 不變 |
| Dakota Wealth Management | 5,076 | $191.7 萬 | 0.08% | +465+10.1% | 加碼 |
| Taylor Frigon Capital Management LLC | 5,099 | $192.6 萬 | 1.07% | −106−2.0% | 減碼 |
| Mariner, LLC | 5,188 | $196.0 萬 | 0.01% | +221+4.4% | 加碼 |
| STRS Ohio | 5,258 | $198.6 萬 | 0.01% | +362+7.4% | 加碼 |