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 |
|---|---|---|---|---|---|
| Nomura Asset Management Co Ltd | 9,947 | $426.2 萬 | 0.02% | +792+8.7% | 加碼 |
| Fiduciary Trust Co | 10,294 | $441.1 萬 | 0.07% | −124−1.2% | 減碼 |
| Vestcor Inc | 10,313 | $441.9 萬 | 0.15% | −3,827−27.1% | 減碼 |
| Bank of Montreal | 10,474 | $450.7 萬 | 0.00% | −249−2.3% | 減碼 |
| Alerus Financial NA | 10,921 | $467.9 萬 | 0.38% | +30+0.3% | 加碼 |
| Buckhead Capital Management LLC | 10,928 | $468.2 萬 | 1.73% | −137−1.2% | 減碼 |
| K.J. Harrison & Partners Inc | 11,070 | $474.3 萬 | 0.80% | −10−0.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 11,206 | $480.1 萬 | 0.01% | +2,986+36.3% | 加碼 |
| Qube Research & Technologies Ltd | 11,227 | $481.0 萬 | 0.01% | +11,227 | 新進 |
| Illinois Municipal Retirement Fund | 11,391 | $488.1 萬 | 0.08% | 00.0% | 不變 |
| Guggenheim Capital LLC | 11,408 | $488.8 萬 | 0.04% | +1,721+17.8% | 加碼 |
| AIA Group Ltd | 11,817 | $506.3 萬 | 0.21% | −2,519−17.6% | 減碼 |
| Eagle Asset Management Inc | 11,848 | $507.7 萬 | 0.03% | −55−0.5% | 減碼 |
| DekaBank Deutsche Girozentrale | 11,919 | $509.3 萬 | 0.01% | +2,977+33.3% | 加碼 |
| Commonwealth Equity Services, LLC | 11,919 | $510.7 萬 | 0.01% | +351+3.0% | 加碼 |
| Oregon Public Employees Retirement Fund | 11,961 | $512.5 萬 | 0.09% | −2,363−16.5% | 減碼 |
| Cutter & CO Brokerage, Inc. | 12,116 | $519.1 萬 | 1.44% | −191−1.6% | 減碼 |
| Monte Financial Group, LLC | 12,128 | $519.6 萬 | 2.43% | −3,261−21.2% | 減碼 |
| Empowered Funds, LLC | 12,141 | $520.2 萬 | 0.13% | +8,105+200.8% | 加碼 |
| US Bancorp | 12,209 | $523.3 萬 | 0.01% | +188+1.6% | 加碼 |
| AQR Capital Management LLC | 12,473 | $534.4 萬 | 0.01% | −391−3.0% | 減碼 |
| Spectrum Wealth Counsel, LLC | 12,715 | $544.8 萬 | 0.75% | +12,715 | 新進 |
| Wolverine Trading, LLC | 13,092 | $561.0 萬 | 0.04% | +13,092 | 新進 |
| Holocene Advisors, LP | 13,217 | $566.3 萬 | 0.02% | −13,782−51.0% | 減碼 |
| CIBC Private Wealth Group, LLC | 13,220 | $566.4 萬 | 0.01% | +609+4.8% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 13,400 | $574.1 萬 | 0.34% | −570−4.1% | 減碼 |
| Hamilton Point Investment Advisors, LLC | 13,400 | $574.2 萬 | 1.16% | +111+0.8% | 加碼 |
| Asset Management One Co.,Ltd. | 13,473 | $578.0 萬 | 0.02% | −512−3.7% | 減碼 |
| Pictet Asset Management Holding SA | 13,494 | $578.2 萬 | 0.01% | +10.0% | 加碼 |
| Northwest & Ethical Investments L.P. | 13,754 | $589.3 萬 | 0.18% | −4,216−23.5% | 減碼 |
| Gotham Asset Management, LLC | 13,807 | $591.6 萬 | 0.11% | +4,330+45.7% | 加碼 |
| UBS Group AG | 14,019 | $600.7 萬 | 0.00% | +491+3.6% | 加碼 |
| LGT Group Foundation | 14,469 | $620.7 萬 | 0.14% | +14,469 | 新進 |
| LPL Financial LLC | 14,832 | $635.5 萬 | 0.00% | −16−0.1% | 減碼 |
| Woodline Partners LP | 14,897 | $638.3 萬 | 0.07% | +14,897 | 新進 |
| WCM Investment Management, LLC | 14,956 | $641.6 萬 | 0.02% | +1,772+13.4% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15,842 | $648.2 萬 | 0.01% | +1,959+14.1% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 15,200 | $651.3 萬 | 0.06% | −600−3.8% | 減碼 |
| Kensington Investment Counsel, LLC | 15,429 | $661.1 萬 | 3.47% | +1,610+11.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 15,522 | $665.1 萬 | 0.01% | +543+3.6% | 加碼 |
| GHP Investment Advisors, Inc. | 15,571 | $667.2 萬 | 0.36% | −800−4.9% | 減碼 |
| Treasurer of the State of North Carolina | 15,618 | $669.2 萬 | 0.03% | +150+1.0% | 加碼 |
| Formuepleje A/S | 16,184 | $693.4 萬 | 0.49% | +16,184 | 新進 |
| Yousif Capital Management, LLC | 16,252 | $696.3 萬 | 0.08% | +253+1.6% | 加碼 |
| Susquehanna International Group, LLP | 16,289 | $697.9 萬 | 0.01% | −18,473−53.1% | 減碼 |
| Arcadia Investment Management Corp | 16,301 | $698.4 萬 | 1.33% | −158−1.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,432 | $704.1 萬 | 0.03% | −228−1.4% | 減碼 |
| Russell Investments Group, Ltd. | 16,453 | $705.0 萬 | 0.01% | +104+0.6% | 加碼 |
| Buck Wealth Strategies, LLC | 16,454 | $705.2 萬 | 2.61% | +649+4.1% | 加碼 |
| Nisa Investment Advisors, LLC | 16,460 | $705.3 萬 | 0.05% | +785+5.0% | 加碼 |
| Korea Investment CORP | 16,829 | $721.1 萬 | 0.02% | +7,279+76.2% | 加碼 |
| HighTower Advisors, LLC | 16,879 | $723.0 萬 | 0.01% | +182+1.1% | 加碼 |
| Naples Global Advisors, LLC | 17,063 | $731.1 萬 | 0.80% | −890−5.0% | 減碼 |
| Redmond Asset Management, LLC | 17,093 | $732.4 萬 | 2.36% | −2,150−11.2% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 17,435 | $747.0 萬 | 0.10% | +400+2.3% | 加碼 |
| Mirabaud Asset Management Ltd | 17,531 | $751.2 萬 | 3.22% | +17,531 | 新進 |
| Advisors Asset Management, Inc. | 17,550 | $752.0 萬 | 0.15% | +644+3.8% | 加碼 |
| Public Employees Retirement System of Ohio | 17,574 | $753.0 萬 | 0.03% | +1,486+9.2% | 加碼 |
| Princeton Global Asset Management LLC | 17,723 | $759.4 萬 | 1.91% | +649+3.8% | 加碼 |
| Ipswich Investment Management Co., Inc. | 17,847 | $764.7 萬 | 1.93% | +165+0.9% | 加碼 |
| Advisors Capital Management, LLC | 17,893 | $766.7 萬 | 0.16% | +919+5.4% | 加碼 |
| Voya Investment Management LLC | 18,650 | $799.1 萬 | 0.01% | −1,478−7.3% | 減碼 |
| Tower Bridge Advisors | 18,730 | $802.5 萬 | 0.69% | −3,165−14.5% | 減碼 |
| Marks Group Wealth Management, Inc | 18,795 | $805.3 萬 | 0.92% | −422−2.2% | 減碼 |
| Advisor Group Holdings, Inc. | 18,947 | $812.9 萬 | 0.01% | −5,345−22.0% | 減碼 |
| State of Tennessee, Treasury Department | 18,999 | $814.1 萬 | 0.03% | −2,036−9.7% | 減碼 |
| State of New Jersey Common Pension Fund D | 19,104 | $818.5 萬 | 0.03% | 00.0% | 不變 |
| MetLife Investment Management | 19,424 | $832.3 萬 | 0.06% | −135−0.7% | 減碼 |
| Vision Capital Management, Inc. | 19,639 | $841.5 萬 | 1.31% | +128+0.7% | 加碼 |
| DF Dent & Co Inc | 19,696 | $843.9 萬 | 0.11% | +80.0% | 加碼 |
| FineMark National Bank & Trust | 19,881 | $851.8 萬 | 0.35% | +420+2.2% | 加碼 |
| Walleye Capital LLC | 19,897 | $852.5 萬 | 0.12% | +19,897 | 新進 |
| Prospect Capital Advisors, LLC | 20,000 | $856.9 萬 | 3.11% | +1,000+5.3% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 20,111 | $861.7 萬 | 0.01% | −773−3.7% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 20,419 | $874.9 萬 | 0.03% | +1,232+6.4% | 加碼 |
| Old National Bancorp | 20,723 | $887.9 萬 | 0.23% | −1,311−5.9% | 減碼 |
| Southernsun Asset Management, LLC | 20,778 | $890.3 萬 | 1.03% | −4,421−17.5% | 減碼 |
| State of Wisconsin Investment Board | 20,819 | $892.0 萬 | 0.03% | +3,037+17.1% | 加碼 |
| Mutual of America Capital Management LLC | 20,917 | $896.2 萬 | 0.10% | −880−4.0% | 減碼 |
| Crown Oak Advisors, LLC | 21,138 | $905.7 萬 | 5.30% | +21,138 | 新進 |
| Forsta Ap-Fonden | 21,300 | $912.6 萬 | 0.09% | −1,400−6.2% | 減碼 |
| Bradley Foster & Sargent Inc | 21,500 | $921.2 萬 | 0.18% | +21,500 | 新進 |
| Ensign Peak Advisors, Inc | 21,840 | $935.8 萬 | 0.02% | +10,370+90.4% | 加碼 |
| Boothbay Fund Management, LLC | 21,854 | $936.4 萬 | 0.35% | +21,854 | 新進 |
| Oppenheimer Asset Management Inc. | 21,909 | $938.7 萬 | 0.13% | −1,209−5.2% | 減碼 |
| Stratos Wealth Partners, LTD. | 21,942 | $940.2 萬 | 0.18% | −284−1.3% | 減碼 |
| Citigroup Inc | 22,721 | $973.5 萬 | 0.01% | −2,840−11.1% | 減碼 |
| TownSquare Capital, LLC | 22,923 | $982.1 萬 | 0.17% | −1,727−7.0% | 減碼 |
| Running Oak Capital LLC | 23,178 | $993.1 萬 | 1.96% | +2,879+14.2% | 加碼 |
| Amalgamated Bank | 23,626 | $1,012 萬 | 0.08% | +79+0.3% | 加碼 |
| Janney Montgomery Scott LLC | 24,031 | $1,030 萬 | 0.03% | +477+2.0% | 加碼 |
| Manufacturers Life Insurance Company, The | 24,399 | $1,045 萬 | 0.01% | −672−2.7% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 25,034 | $1,073 萬 | 0.05% | +4,908+24.4% | 加碼 |
| Dudley & Shanley, Inc. | 25,230 | $1,081 萬 | 1.93% | −260−1.0% | 減碼 |
| Heartland Advisors Inc | 25,332 | $1,085 萬 | 0.57% | −3,860−13.2% | 減碼 |
| Alyeska Investment Group, L.P. | 25,423 | $1,089 萬 | 0.07% | +25,423 | 新進 |
| Amundi | 27,292 | $1,104 萬 | 0.00% | −2,887−9.6% | 減碼 |
| AXA S.A. | 26,118 | $1,119 萬 | 0.04% | +26,118 | 新進 |
| Credit Suisse AG | 28,430 | $1,218 萬 | 0.01% | +1,357+5.0% | 加碼 |
| Carnegie Capital Asset Management, LLC | 28,712 | $1,230 萬 | 0.42% | +145+0.5% | 加碼 |