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 4 季 13F 持有人
Watsco Inc 在 2023/12/31 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
- 727
- 較 2023 年第 3 季 +54 家
- 持有股數
- 3,570 萬
- 較 2023 年第 3 季 −25.3 萬 (−0.7%)
- 總市值
- $152.7 億
- 較 2023 年第 3 季 +$17.0 億 (+12.5%)
- 新進機構
- 120
- 另有 250 家加碼
- 清倉機構
- 66
- 另有 260 家減碼
另有 10 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| LVW Advisors, LLC | 1,596 | $68.4 萬 | 0.13% | +6+0.4% | 加碼 |
| Moody Lynn & Lieberson, LLC | 1,611 | $69.0 萬 | 0.05% | +5+0.3% | 加碼 |
| NBC Securities, Inc. | 1,667 | $71.4 萬 | 0.07% | −317−16.0% | 減碼 |
| Brevan Howard Capital Management LP | 1,677 | $71.9 萬 | 0.07% | +1,136+210.0% | 加碼 |
| Intech Investment Management LLC | 1,683 | $72.1 萬 | 0.01% | +362+27.4% | 加碼 |
| Fiduciary Family Office, LLC | 1,683 | $72.1 萬 | 0.32% | +1,683 | 新進 |
| Avidian Wealth Solutions, LLC | 1,707 | $73.1 萬 | 0.05% | +137+8.7% | 加碼 |
| Steward Partners Investment Advisory, LLC | 1,721 | $73.7 萬 | 0.01% | +54+3.2% | 加碼 |
| SlateStone Wealth, LLC | 1,735 | $74.3 萬 | 0.10% | −23−1.3% | 減碼 |
| Park Avenue Securities LLC | 1,748 | $74.9 萬 | 0.01% | +803+85.0% | 加碼 |
| SG Americas Securities, LLC | 1,753 | $75.1 萬 | 0.01% | +905+106.7% | 加碼 |
| Lighthouse Investment Partners, LLC | 1,765 | $75.6 萬 | 0.06% | −16,541−90.4% | 減碼 |
| Virtu Financial LLC | 1,782 | $76.3 萬 | 0.06% | +1,782 | 新進 |
| ProShare Advisors LLC | 1,781 | $76.3 萬 | 0.00% | −31−1.7% | 減碼 |
| Everpar Advisors LLC | 1,818 | $77.9 萬 | 0.36% | +1,818 | 新進 |
| Cubist Systematic Strategies, LLC | 1,831 | $78.5 萬 | 0.01% | +1,831 | 新進 |
| TrinityPoint Wealth, LLC | 1,833 | $78.5 萬 | 0.14% | −523−22.2% | 減碼 |
| Eisler Capital (UK) Ltd. | 1,854 | $79.4 萬 | 0.07% | +1,854 | 新進 |
| Stock Yards Bank & Trust Co | 1,859 | $79.7 萬 | 0.03% | −68−3.5% | 減碼 |
| Bank of Nova Scotia | 1,890 | $81.0 萬 | 0.00% | +891+89.2% | 加碼 |
| Johnson Financial Group, Inc. | 1,905 | $81.6 萬 | 0.04% | −499−20.8% | 減碼 |
| Modera Wealth Management, LLC | 1,943 | $83.3 萬 | 0.01% | +54+2.9% | 加碼 |
| DFPG Investments, LLC | 2,041 | $83.5 萬 | 0.07% | −158−7.2% | 減碼 |
| Change Path, LLC | 1,951 | $83.6 萬 | 0.05% | −110−5.3% | 減碼 |
| Burney Co | 1,962 | $84.1 萬 | 0.04% | −1,385−41.4% | 減碼 |
| Belpointe Asset Management LLC | 1,965 | $84.2 萬 | 0.07% | +250+14.6% | 加碼 |
| Mayflower Financial Advisors, LLC | 1,974 | $84.6 萬 | 0.12% | −44−2.2% | 減碼 |
| Capital Analysts, LLC | 1,996 | $85.5 萬 | 0.04% | −39−1.9% | 減碼 |
| CIBC Asset Management Inc | 2,000 | $85.7 萬 | 0.00% | −157−7.3% | 減碼 |
| Confluence Wealth Services, Inc. | 2,000 | $85.7 萬 | 0.09% | +233+13.2% | 加碼 |
| Avantax Advisory Services, Inc. | 2,005 | $85.9 萬 | 0.01% | −1,947−49.3% | 減碼 |
| Aviva PLC | 2,021 | $86.6 萬 | 0.00% | +331+19.6% | 加碼 |
| Parsons Capital Management Inc | 2,040 | $87.4 萬 | 0.06% | +183+9.9% | 加碼 |
| Daiwa Securities Group Inc. | 2,100 | $90.0 萬 | 0.01% | +100+5.0% | 加碼 |
| FDx Advisors, Inc. | 2,112 | $90.5 萬 | 0.07% | −354−14.4% | 減碼 |
| Prudential PLC | 2,150 | $92.1 萬 | 0.01% | +377+21.3% | 加碼 |
| Connectus Wealth, LLC | 2,165 | $92.8 萬 | 0.02% | 00.0% | 不變 |
| Worldquant Millennium Advisors LLC | 2,173 | $93.1 萬 | 0.01% | +2,173 | 新進 |
| Nebula Research & Development LLC | 2,183 | $93.5 萬 | 0.28% | +2,183 | 新進 |
| Financial Advisory Service, Inc. | 2,200 | $94.3 萬 | 0.09% | +8+0.4% | 加碼 |
| Oak Ridge Investments LLC | 2,201 | $94.3 萬 | 0.11% | +102+4.9% | 加碼 |
| Ensemble Capital Management, LLC | 2,235 | $95.8 萬 | 0.09% | 00.0% | 不變 |
| Groesbeck Investment Management Corp | 2,265 | $97.0 萬 | 1.34% | 00.0% | 不變 |
| Americana Partners, LLC | 2,309 | $97.6 萬 | 0.09% | +267+13.1% | 加碼 |
| Crawford Investment Counsel Inc | 2,285 | $97.9 萬 | 0.02% | −30−1.3% | 減碼 |
| Alps Advisors Inc | 2,354 | $100.9 萬 | 0.01% | −44−1.8% | 減碼 |
| Wealth Alliance | 2,364 | $101.3 萬 | 0.14% | −64−2.6% | 減碼 |
| Atlas Private Wealth Management | 2,367 | $101.4 萬 | 0.48% | −126−5.1% | 減碼 |
| Saturna Capital CORP | 2,405 | $103.0 萬 | 0.02% | +917+61.6% | 加碼 |
| Williams Jones Wealth Management, LLC. | 2,425 | $103.9 萬 | 0.01% | +109+4.7% | 加碼 |
| Ascent Group, LLC | 2,571 | $105.5 萬 | 0.10% | +636+32.9% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,465 | $105.6 萬 | 0.01% | +10+0.4% | 加碼 |
| Crossmark Global Holdings, Inc. | 2,493 | $106.8 萬 | 0.02% | −62−2.4% | 減碼 |
| Walleye Trading LLC | 2,498 | $107.0 萬 | 0.02% | +2,498 | 新進 |
| Bokf, NA | 2,499 | $107.1 萬 | 0.02% | +30+1.2% | 加碼 |
| Northeast Financial Consultants Inc | 2,500 | $107.1 萬 | 0.06% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 2,500 | $107.1 萬 | 0.00% | +2,500 | 新進 |
| M&T Bank Corp | 2,519 | $107.9 萬 | 0.00% | +530+26.6% | 加碼 |
| Advisor OS, LLC | 2,521 | $108.0 萬 | 0.14% | −172−6.4% | 減碼 |
| Charter Oak Capital Management, LLC | 2,540 | $108.8 萬 | 0.13% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 2,542 | $108.9 萬 | 0.00% | −1,648−39.3% | 減碼 |
| Lindenwold Advisors | 2,546 | $109.1 萬 | 0.62% | −17−0.7% | 減碼 |
| Voloridge Investment Management, LLC | 2,582 | $110.6 萬 | 0.00% | +2,582 | 新進 |
| Maryland State Retirement & Pension System | 2,605 | $111.6 萬 | 0.02% | 00.0% | 不變 |
| J. W. Coons Advisors, LLC | 2,626 | $112.5 萬 | 0.30% | 00.0% | 不變 |
| Centennial Bank | 2,683 | $115.0 萬 | 0.69% | −16−0.6% | 減碼 |
| Cetera Investment Advisers | 2,708 | $116.1 萬 | 0.01% | −353−11.5% | 減碼 |
| Cox Capital Mgt LLC | 2,715 | $116.3 萬 | 0.76% | −40−1.5% | 減碼 |
| Ellsworth Advisors, LLC | 2,718 | $116.5 萬 | 0.37% | +171+6.7% | 加碼 |
| Employees Retirement System of Texas | 2,718 | $116.5 萬 | 0.01% | +2,718 | 新進 |
| National Asset Management, Inc. | 2,721 | $116.6 萬 | 0.03% | −600−18.1% | 減碼 |
| Bayesian Capital Management, LP | 2,750 | $117.8 萬 | 0.13% | +2,750 | 新進 |
| Donaldson Capital Management, LLC | 2,834 | $121.4 萬 | 0.05% | −37−1.3% | 減碼 |
| GWM Advisors LLC | 2,859 | $122.5 萬 | 0.01% | −38−1.3% | 減碼 |
| Gulf International Bank (UK) Ltd | 2,878 | $123.3 萬 | 0.03% | −314−9.8% | 減碼 |
| Hilltop Holdings Inc. | 2,908 | $124.6 萬 | 0.14% | +17+0.6% | 加碼 |
| Cetera Advisor Networks LLC | 2,921 | $125.2 萬 | 0.01% | −75−2.5% | 減碼 |
| Securian Asset Management, Inc | 2,941 | $126.0 萬 | 0.04% | +100+3.5% | 加碼 |
| CoreCap Advisors, LLC | 2,968 | $127.2 萬 | 0.08% | +137+4.8% | 加碼 |
| Great Valley Advisor Group, Inc. | 2,982 | $127.8 萬 | 0.04% | +1,768+145.6% | 加碼 |
| Pinebridge Investments, L.P. | 2,993 | $128.3 萬 | 0.01% | +902+43.1% | 加碼 |
| Portside Wealth Group, LLC | 2,996 | $128.3 萬 | 0.24% | −346−10.4% | 減碼 |
| Lake Street Advisors Group, LLC | 3,006 | $128.8 萬 | 0.06% | +3,006 | 新進 |
| Annandale Capital, LLC | 3,006 | $128.8 萬 | 0.30% | 00.0% | 不變 |
| Ethic Inc. | 3,019 | $129.4 萬 | 0.04% | +256+9.3% | 加碼 |
| Concurrent Investment Advisors, LLC | 3,069 | $131.5 萬 | 0.06% | +3,069 | 新進 |
| Procyon Private Wealth Partners, LLC | 3,186 | $136.5 萬 | 0.12% | +232+7.9% | 加碼 |
| CIBC World Markets Inc. | 3,206 | $137.4 萬 | 0.00% | +839+35.4% | 加碼 |
| Quantinno Capital Management LP | 3,246 | $139.1 萬 | 0.05% | +268+9.0% | 加碼 |
| Chicago Trust Co NA | 3,297 | $141.3 萬 | 0.31% | −50−1.5% | 減碼 |
| Access Financial Services, Inc. | 3,323 | $142.4 萬 | 0.73% | −594−15.2% | 減碼 |
| Nordwand Advisors, LLC | 3,443 | $147.5 萬 | 0.39% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 3,485 | $149.3 萬 | 0.14% | 00.0% | 不變 |
| Trueblood Wealth Management, LLC | 3,571 | $153.0 萬 | 0.96% | +3,571 | 新進 |
| Mercer Global Advisors Inc | 3,584 | $153.5 萬 | 0.00% | +55+1.6% | 加碼 |
| Umb Bank N A | 3,593 | $153.9 萬 | 0.02% | −10.0% | 減碼 |
| Federated Hermes, Inc. | 3,620 | $155.1 萬 | 0.00% | −354−8.9% | 減碼 |
| Brown Advisory Inc | 3,653 | $156.5 萬 | 0.00% | −121−3.2% | 減碼 |
| State of Alaska, Department of Revenue | 3,657 | $156.6 萬 | 0.02% | −330−8.3% | 減碼 |
| Birch Capital Management, LLC | 3,666 | $157.1 萬 | 0.90% | +74+2.1% | 加碼 |