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 |
|---|---|---|---|---|---|
| Mayflower Financial Advisors, LLC | 1,974 | $84.6 萬 | 0.12% | −44−2.2% | 減碼 |
| Belpointe Asset Management LLC | 1,965 | $84.2 萬 | 0.07% | +250+14.6% | 加碼 |
| Burney Co | 1,962 | $84.1 萬 | 0.04% | −1,385−41.4% | 減碼 |
| Change Path, LLC | 1,951 | $83.6 萬 | 0.05% | −110−5.3% | 減碼 |
| DFPG Investments, LLC | 2,041 | $83.5 萬 | 0.07% | −158−7.2% | 減碼 |
| Modera Wealth Management, LLC | 1,943 | $83.3 萬 | 0.01% | +54+2.9% | 加碼 |
| Johnson Financial Group, Inc. | 1,905 | $81.6 萬 | 0.04% | −499−20.8% | 減碼 |
| Bank of Nova Scotia | 1,890 | $81.0 萬 | 0.00% | +891+89.2% | 加碼 |
| Stock Yards Bank & Trust Co | 1,859 | $79.7 萬 | 0.03% | −68−3.5% | 減碼 |
| Eisler Capital (UK) Ltd. | 1,854 | $79.4 萬 | 0.07% | +1,854 | 新進 |
| TrinityPoint Wealth, LLC | 1,833 | $78.5 萬 | 0.14% | −523−22.2% | 減碼 |
| Cubist Systematic Strategies, LLC | 1,831 | $78.5 萬 | 0.01% | +1,831 | 新進 |
| Everpar Advisors LLC | 1,818 | $77.9 萬 | 0.36% | +1,818 | 新進 |
| ProShare Advisors LLC | 1,781 | $76.3 萬 | 0.00% | −31−1.7% | 減碼 |
| Virtu Financial LLC | 1,782 | $76.3 萬 | 0.06% | +1,782 | 新進 |
| Lighthouse Investment Partners, LLC | 1,765 | $75.6 萬 | 0.06% | −16,541−90.4% | 減碼 |
| SG Americas Securities, LLC | 1,753 | $75.1 萬 | 0.01% | +905+106.7% | 加碼 |
| Park Avenue Securities LLC | 1,748 | $74.9 萬 | 0.01% | +803+85.0% | 加碼 |
| SlateStone Wealth, LLC | 1,735 | $74.3 萬 | 0.10% | −23−1.3% | 減碼 |
| Steward Partners Investment Advisory, LLC | 1,721 | $73.7 萬 | 0.01% | +54+3.2% | 加碼 |
| Avidian Wealth Solutions, LLC | 1,707 | $73.1 萬 | 0.05% | +137+8.7% | 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 |
| Brevan Howard Capital Management LP | 1,677 | $71.9 萬 | 0.07% | +1,136+210.0% | 加碼 |
| NBC Securities, Inc. | 1,667 | $71.4 萬 | 0.07% | −317−16.0% | 減碼 |
| Moody Lynn & Lieberson, LLC | 1,611 | $69.0 萬 | 0.05% | +5+0.3% | 加碼 |
| LVW Advisors, LLC | 1,596 | $68.4 萬 | 0.13% | +6+0.4% | 加碼 |
| Thoroughbred Financial Services, LLC | 1,584 | $67.9 萬 | 0.05% | −331−17.3% | 減碼 |
| Congress Wealth Management LLC | 1,583 | $67.9 萬 | 0.01% | +152+10.6% | 加碼 |
| Swiss Life Asset Management Ltd | 1,578 | $67.8 萬 | 0.01% | +1,578 | 新進 |
| AdvisorNet Financial, Inc | 1,556 | $66.7 萬 | 0.06% | +1,521+4,345.7% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 1,544 | $66.2 萬 | 0.03% | +463+42.8% | 加碼 |
| Teacher Retirement System of Texas | 1,536 | $65.8 萬 | 0.00% | −1,053−40.7% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,500 | $64.3 萬 | 0.00% | 00.0% | 不變 |
| Webster Bank, N. A. | 1,493 | $64.0 萬 | 0.08% | 00.0% | 不變 |
| Equitable Trust Co | 1,483 | $63.5 萬 | 0.05% | −18−1.2% | 減碼 |
| Private Advisor Group, LLC | 1,470 | $63.0 萬 | 0.00% | −612−29.4% | 減碼 |
| Shelton Capital Management | 1,468 | $62.9 萬 | 0.02% | −76−4.9% | 減碼 |
| Yarbrough Capital, LLC | 1,447 | $62.0 萬 | 0.03% | 00.0% | 不變 |
| Handelsinvest Investeringsforvaltning | 1,431 | $61.3 萬 | 0.25% | −12,569−89.8% | 減碼 |
| Axxcess Wealth Management, LLC | 1,424 | $61.0 萬 | 0.02% | +645+82.8% | 加碼 |
| Symmetry Partners, LLC | 1,417 | $60.8 萬 | 0.03% | −71−4.8% | 減碼 |
| Algert Global LLC | 1,404 | $60.2 萬 | 0.02% | +540+62.5% | 加碼 |
| Parallel Advisors, LLC | 1,399 | $60.0 萬 | 0.02% | −46−3.2% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 1,395 | $59.8 萬 | 0.09% | +20+1.5% | 加碼 |
| Advocate Group LLC | 1,384 | $59.3 萬 | 0.13% | −113−7.5% | 減碼 |
| Verition Fund Management LLC | 1,377 | $59.0 萬 | 0.01% | +471+52.0% | 加碼 |
| Baker Tilly Wealth Management, LLC | 1,372 | $58.8 萬 | 0.10% | −173−11.2% | 減碼 |
| Veriti Management LLC | 1,364 | $58.5 萬 | 0.05% | +646+90.0% | 加碼 |
| Commerce Bank | 1,338 | $57.3 萬 | 0.00% | +59+4.6% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 1,333 | $57.1 萬 | 0.05% | +37+2.9% | 加碼 |
| Perfromance Wealth Partners, LLC | 1,325 | $56.8 萬 | 0.02% | −135−9.2% | 減碼 |
| Ostrum Asset Management | 1,324 | $56.7 萬 | 0.05% | −524−28.4% | 減碼 |
| Integrated Wealth Concepts LLC | 1,317 | $56.4 萬 | 0.01% | +67+5.4% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 1,317 | $56.4 萬 | 0.01% | +620+89.0% | 加碼 |
| First Bank & Trust | 1,303 | $55.8 萬 | 0.13% | +40+3.2% | 加碼 |
| E. Ohman J:or Asset Management AB | 1,300 | $55.7 萬 | 0.02% | −300−18.8% | 減碼 |
| Moneta Group Investment Advisors LLC | 1,293 | $55.4 萬 | 0.01% | +33+2.6% | 加碼 |
| Kestra Advisory Services, LLC | 1,288 | $55.2 萬 | 0.00% | +63+5.1% | 加碼 |
| Benchmark Financial Wealth Advisors, LLC | 1,250 | $53.6 萬 | 0.23% | +1,250 | 新進 |
| Fifth Third Bancorp | 1,247 | $53.4 萬 | 0.00% | −20−1.6% | 減碼 |
| Johnson Investment Counsel Inc | 1,244 | $53.3 萬 | 0.01% | −4,462−78.2% | 減碼 |
| Headlands Technologies LLC | 1,242 | $53.2 萬 | 0.16% | −197−13.7% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 1,232 | $52.8 萬 | 0.01% | +186+17.8% | 加碼 |
| Blueshift Asset Management, LLC | 1,221 | $52.3 萬 | 0.28% | −376−23.5% | 減碼 |
| Icon Wealth Advisors, LLC | 1,208 | $51.8 萬 | 0.05% | +1,208 | 新進 |
| Knowledge Leaders Capital, LLC | 1,188 | $50.9 萬 | 0.80% | −102−7.9% | 減碼 |
| Paradigm Financial Partners, LLC | 1,159 | $49.7 萬 | 0.12% | +1,159 | 新進 |
| MQS Management LLC | 1,157 | $49.6 萬 | 0.28% | +1,157 | 新進 |
| Krane Funds Advisors LLC | 1,150 | $49.3 萬 | 0.02% | −187−14.0% | 減碼 |
| Compass Ion Advisors, LLC | 1,135 | $48.6 萬 | 0.08% | −1,085−48.9% | 減碼 |
| Park National Corp | 1,132 | $48.5 萬 | 0.02% | +1+0.1% | 加碼 |
| Heritage Wealth Management, LLC | 1,116 | $47.8 萬 | 0.26% | +1,116 | 新進 |
| Profund Advisors LLC | 1,102 | $47.2 萬 | 0.02% | +198+21.9% | 加碼 |
| Campbell & CO Investment Adviser LLC | 1,100 | $47.1 萬 | 0.04% | +1,100 | 新進 |
| Degroof Petercam Asset Management | 1,100 | $47.1 萬 | 0.01% | +1,100 | 新進 |
| Park Place Capital Corp | 1,057 | $45.3 萬 | 0.18% | −5−0.5% | 減碼 |
| Keebeck Alpha, LP | 1,045 | $44.8 萬 | 0.35% | +1,045 | 新進 |
| Eqis Capital Management, Inc. | 1,042 | $44.7 萬 | 0.04% | −106−9.2% | 減碼 |
| Quantum Private Wealth, LLC | 1,038 | $44.5 萬 | 0.19% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 1,035 | $44.4 萬 | 0.03% | −31−2.9% | 減碼 |
| Centennial Wealth Advisory LLC | 1,035 | $44.4 萬 | 0.23% | −59−5.4% | 減碼 |
| Roundview Capital LLC | 1,027 | $44.0 萬 | 0.04% | 00.0% | 不變 |
| Tompkins Financial Corp | 1,000 | $42.8 萬 | 0.05% | 00.0% | 不變 |
| Clarius Group, LLC | 1,000 | $42.8 萬 | 0.04% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 999 | $42.8 萬 | 0.02% | 00.0% | 不變 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 984 | $42.2 萬 | 0.00% | +153+18.4% | 加碼 |
| QRG Capital Management, Inc. | 962 | $41.2 萬 | 0.01% | +236+32.5% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 960 | $41.1 萬 | 0.02% | +20+2.1% | 加碼 |
| EverSource Wealth Advisors, LLC | 947 | $40.6 萬 | 0.04% | +3+0.3% | 加碼 |
| IFP Advisors, Inc | 942 | $40.3 萬 | 0.02% | −407−30.2% | 減碼 |
| CIBC World Markets Corp | 935 | $40.1 萬 | 0.00% | +935 | 新進 |
| Mutual Advisors, LLC | 935 | $40.1 萬 | 0.01% | +240+34.5% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 934 | $40.0 萬 | 0.04% | 00.0% | 不變 |
| Phillips Wealth Planners LLC | 1,013 | $39.8 萬 | 0.48% | −320−24.0% | 減碼 |
| Delta Financial Group, Inc. | 930 | $39.8 萬 | 0.13% | +10+1.1% | 加碼 |
| Avestar Capital, LLC | 927 | $39.7 萬 | 0.05% | −5−0.5% | 減碼 |
| BHK Investment Advisors, LLC | 925 | $39.6 萬 | 0.23% | +925 | 新進 |
| Ellevest, Inc. | 915 | $39.2 萬 | 0.03% | +8+0.9% | 加碼 |
| David Loasby | 931 | $37.8 萬 | 0.04% | +159+20.6% | 加碼 |