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 |
|---|---|---|---|---|---|
| Hamilton Point Investment Advisors, LLC | 13,400 | $574.2 萬 | 1.16% | +111+0.8% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 13,400 | $574.1 萬 | 0.34% | −570−4.1% | 減碼 |
| CIBC Private Wealth Group, LLC | 13,220 | $566.4 萬 | 0.01% | +609+4.8% | 加碼 |
| Holocene Advisors, LP | 13,217 | $566.3 萬 | 0.02% | −13,782−51.0% | 減碼 |
| Wolverine Trading, LLC | 13,092 | $561.0 萬 | 0.04% | +13,092 | 新進 |
| Spectrum Wealth Counsel, LLC | 12,715 | $544.8 萬 | 0.75% | +12,715 | 新進 |
| AQR Capital Management LLC | 12,473 | $534.4 萬 | 0.01% | −391−3.0% | 減碼 |
| US Bancorp | 12,209 | $523.3 萬 | 0.01% | +188+1.6% | 加碼 |
| Empowered Funds, LLC | 12,141 | $520.2 萬 | 0.13% | +8,105+200.8% | 加碼 |
| Monte Financial Group, LLC | 12,128 | $519.6 萬 | 2.43% | −3,261−21.2% | 減碼 |
| Cutter & CO Brokerage, Inc. | 12,116 | $519.1 萬 | 1.44% | −191−1.6% | 減碼 |
| Oregon Public Employees Retirement Fund | 11,961 | $512.5 萬 | 0.09% | −2,363−16.5% | 減碼 |
| Commonwealth Equity Services, LLC | 11,919 | $510.7 萬 | 0.01% | +351+3.0% | 加碼 |
| DekaBank Deutsche Girozentrale | 11,919 | $509.3 萬 | 0.01% | +2,977+33.3% | 加碼 |
| Eagle Asset Management Inc | 11,848 | $507.7 萬 | 0.03% | −55−0.5% | 減碼 |
| AIA Group Ltd | 11,817 | $506.3 萬 | 0.21% | −2,519−17.6% | 減碼 |
| Guggenheim Capital LLC | 11,408 | $488.8 萬 | 0.04% | +1,721+17.8% | 加碼 |
| Illinois Municipal Retirement Fund | 11,391 | $488.1 萬 | 0.08% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 11,227 | $481.0 萬 | 0.01% | +11,227 | 新進 |
| BNP Paribas Arbitrage, SA | 11,206 | $480.1 萬 | 0.01% | +2,986+36.3% | 加碼 |
| K.J. Harrison & Partners Inc | 11,070 | $474.3 萬 | 0.80% | −10−0.1% | 減碼 |
| Buckhead Capital Management LLC | 10,928 | $468.2 萬 | 1.73% | −137−1.2% | 減碼 |
| Alerus Financial NA | 10,921 | $467.9 萬 | 0.38% | +30+0.3% | 加碼 |
| Bank of Montreal | 10,474 | $450.7 萬 | 0.00% | −249−2.3% | 減碼 |
| Vestcor Inc | 10,313 | $441.9 萬 | 0.15% | −3,827−27.1% | 減碼 |
| Fiduciary Trust Co | 10,294 | $441.1 萬 | 0.07% | −124−1.2% | 減碼 |
| Nomura Asset Management Co Ltd | 9,947 | $426.2 萬 | 0.02% | +792+8.7% | 加碼 |
| Northern Oak Wealth Management Inc | 9,764 | $418.4 萬 | 0.50% | −473−4.6% | 減碼 |
| NewEdge Wealth, LLC | 9,700 | $415.6 萬 | 0.11% | +313+3.3% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 9,630 | $412.6 萬 | 0.21% | +273+2.9% | 加碼 |
| Man Group plc | 9,558 | $409.5 萬 | 0.01% | – | – |
| Louisiana State Employees Retirement System | 9,500 | $407.0 萬 | 0.08% | 00.0% | 不變 |
| Middleton & Co Inc | 9,467 | $405.6 萬 | 0.51% | −363−3.7% | 減碼 |
| Lazard Asset Management LLC | 9,430 | $403.8 萬 | 0.01% | −630−6.3% | 減碼 |
| CWM Advisors, LLC | 9,296 | $398.3 萬 | 0.44% | −1,491−13.8% | 減碼 |
| Arizona State Retirement System | 9,224 | $395.2 萬 | 0.03% | +107+1.2% | 加碼 |
| Appleton Partners Inc | 9,205 | $394.4 萬 | 0.32% | −1,514−14.1% | 減碼 |
| Cynosure Management, LLC | 8,737 | $374.6 萬 | 0.67% | −198−2.2% | 減碼 |
| Atria Investments LLC | 8,730 | $374.1 萬 | 0.06% | +703+8.8% | 加碼 |
| State of Michigan Retirement System | 8,683 | $372.0 萬 | 0.02% | +100+1.2% | 加碼 |
| Brinker Capital Investments, LLC | 9,134 | $370.0 萬 | 0.04% | −670−6.8% | 減碼 |
| Orion Portfolio Solutions, LLC | 9,134 | $370.0 萬 | 0.04% | −670−6.8% | 減碼 |
| Advisory Research Inc | 8,387 | $359.4 萬 | 0.55% | +894+11.9% | 加碼 |
| Zacks Investment Management | 8,110 | $347.5 萬 | 0.04% | −547−6.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 7,993 | $342.5 萬 | 0.00% | +1,345+20.2% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 7,987 | $342.2 萬 | 0.20% | −423−5.0% | 減碼 |
| Oppenheimer & Co Inc | 7,913 | $339.0 萬 | 0.06% | −57−0.7% | 減碼 |
| Freedom Day Solutions, LLC | 7,850 | $336.3 萬 | 1.32% | −227−2.8% | 減碼 |
| KBC Group NV | 7,829 | $335.5 萬 | 0.01% | −8,108−50.9% | 減碼 |
| PEAK6 Investments LLC | 7,803 | $334.3 萬 | 0.14% | +5,794+288.4% | 加碼 |
| Schonfeld Strategic Advisors LLC | 7,769 | $332.9 萬 | 0.03% | −49,421−86.4% | 減碼 |
| Alliance Wealth Advisors, LLC | 7,586 | $325.0 萬 | 1.09% | −49−0.6% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,557 | $323.8 萬 | 0.11% | +793+11.7% | 加碼 |
| Shaker Investments LLC | 7,540 | $323.1 萬 | 1.51% | +4+0.1% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 7,534 | $322.8 萬 | 0.08% | +96+1.3% | 加碼 |
| D.A. Davidson & Co. | 7,520 | $322.2 萬 | 0.03% | +339+4.7% | 加碼 |
| Ameritas Investment Partners, Inc. | 7,478 | $320.4 萬 | 0.12% | −44−0.6% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,473 | $320.2 萬 | 0.02% | +681+10.0% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 7,400 | $317.1 萬 | 0.04% | 00.0% | 不變 |
| Dakota Wealth Management | 7,298 | $312.7 萬 | 0.12% | +2,222+43.8% | 加碼 |
| American Century Companies Inc | 7,037 | $301.5 萬 | 0.00% | −13,614−65.9% | 減碼 |
| Cresset Asset Management, LLC | 7,034 | $301.4 萬 | 0.02% | −326−4.4% | 減碼 |
| Advantage Alpha Capital Partners LP | 6,980 | $299.1 萬 | 0.57% | +176+2.6% | 加碼 |
| Monument Capital Management | 6,974 | $298.8 萬 | 0.96% | −184−2.6% | 減碼 |
| SYSTM Wealth Solutions LLC | 6,928 | $296.8 萬 | 0.41% | −832−10.7% | 減碼 |
| Aquatic Capital Management LLC | 6,880 | $294.8 萬 | 0.08% | +6,880 | 新進 |
| New Mexico Educational Retirement Board | 6,800 | $291.4 萬 | 0.11% | 00.0% | 不變 |
| Regions Financial Corp | 6,758 | $289.6 萬 | 0.02% | −55−0.8% | 減碼 |
| Hunter Associates Investment Management LLC | 6,725 | $288.5 萬 | 0.53% | −168−2.4% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 6,715 | $287.7 萬 | 0.02% | +98+1.5% | 加碼 |
| Centaurus Financial, Inc. | 6,614 | $283.4 萬 | 0.22% | −305−4.4% | 減碼 |
| Applied Capital LLC | 6,544 | $280.4 萬 | 2.58% | −343−5.0% | 減碼 |
| Coldstream Capital Management Inc | 6,393 | $273.9 萬 | 0.08% | −20.0% | 減碼 |
| TD Asset Management Inc | 6,374 | $273.1 萬 | 0.00% | +3,898+157.4% | 加碼 |
| First Hawaiian Bank | 6,358 | $272.4 萬 | 0.09% | −723−10.2% | 減碼 |
| Pacer Advisors, Inc. | 6,138 | $263.0 萬 | 0.01% | +1,227+25.0% | 加碼 |
| Pathstone Holdings, LLC | 5,958 | $255.3 萬 | 0.01% | +5,958 | 新進 |
| HSBC Holdings PLC | 5,951 | $255.1 萬 | 0.00% | −1,747−22.7% | 減碼 |
| Mackenzie Financial Corp | 5,873 | $251.6 萬 | 0.00% | +5,873 | 新進 |
| Utah Retirement Systems | 5,741 | $246.0 萬 | 0.03% | +48+0.8% | 加碼 |
| Stephens Inc | 5,690 | $243.8 萬 | 0.04% | +3,150+124.0% | 加碼 |
| Two Sigma Investments, LP | 5,600 | $239.9 萬 | 0.01% | 00.0% | 不變 |
| Van Eck Associates Corp | 5,555 | $238.0 萬 | 0.00% | +184+3.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 5,517 | $236.4 萬 | 0.00% | −2,700−32.9% | 減碼 |
| Cerity Partners LLC | 5,446 | $233.4 萬 | 0.01% | +4,723+653.3% | 加碼 |
| Bridgewater Associates, LP | 5,411 | $231.8 萬 | 0.01% | +3,836+243.6% | 加碼 |
| Benjamin Edwards Inc | 5,385 | $230.7 萬 | 0.50% | −898−14.3% | 減碼 |
| Jefferies Financial Group Inc. | 5,322 | $228.0 萬 | 0.04% | +5,322 | 新進 |
| Tredje AP-fonden | 5,313 | $227.6 萬 | 0.03% | −203−3.7% | 減碼 |
| Mariner, LLC | 5,308 | $227.4 萬 | 0.01% | +120+2.3% | 加碼 |
| TD Private Client Wealth LLC | 5,156 | $220.9 萬 | 0.08% | −163−3.1% | 減碼 |
| Impax Asset Management Group plc | 5,111 | $219.0 萬 | 0.01% | +3,588+235.6% | 加碼 |
| Barbara Oil Co. | 5,000 | $214.2 萬 | 0.96% | 00.0% | 不變 |
| Xponance, Inc. | 4,950 | $212.1 萬 | 0.03% | +52+1.1% | 加碼 |
| Argent Trust Co | 4,942 | $211.8 萬 | 0.11% | +1,066+27.5% | 加碼 |
| Marshall Wace, LLP | 4,882 | $209.2 萬 | 0.00% | +4,882 | 新進 |
| Taylor Frigon Capital Management LLC | 4,839 | $207.4 萬 | 1.04% | −260−5.1% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 4,826 | $206.8 萬 | 0.01% | +323+7.2% | 加碼 |
| B.O.S.S. Retirement Advisors, LLC | 4,777 | $204.7 萬 | 0.40% | −819−14.6% | 減碼 |
| Prudential Financial Inc | 4,758 | $203.8 萬 | 0.00% | +299+6.7% | 加碼 |