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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

2024 年第 1 季與 2023 年第 4 季比較

持有 Watsco Inc 的機構從 2023 年第 4 季到 2024 年第 1 季的變化。

2024 年第 1 季全部持有人2023 年第 4 季全部持有人

WSO 的 13F 持有人：2023 年第 4 季與 2024 年第 1 季比較
項目2023 年第 4 季其中尚未申報 2024 年第 1 季2024 年第 1 季變化
持有家數7277746+26
股數3,570 萬3,6143,624 萬+54.4 萬 (+1.5%)
市值$152.7 億$150.9 萬$156.4 億+$3.66 億 (+2.4%)

7 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（81 家）

2024 年第 1 季季末持有 Watsco Inc、2023 年第 4 季季末沒有持有的機構。

2024 年第 1 季新進 WSO 的機構
機構股數市值佔組合 %
Vantage Investment Partners, LLC29,949$1,293 萬1.16%
Danske Bank A/S19,456$840.4 萬0.03%
Andra AP-fonden17,300$747.3 萬0.13%
Rockefeller Capital Management L.P.13,459$581.4 萬0.02%
Resona Asset Management Co.,Ltd.12,574$543.2 萬0.03%
Prosperity Consulting Group, LLC12,499$539.9 萬0.68%
Mirae Asset Global Investments Co., Ltd.12,431$537.0 萬0.01%
DnB Asset Management AS8,034$347.0 萬0.02%
IFM Investors Pty Ltd7,233$312.4 萬0.03%
Fred Alger Management, LLC5,431$234.6 萬0.01%
Semanteon Capital Management, LP3,043$131.4 萬0.84%
Graham Capital Management, L.P.2,828$122.2 萬0.03%
SpiderRock Advisors, LLC2,925$120.0 萬0.04%
Harvey Investment Co LLC2,715$117.3 萬0.13%
Prime Capital Investment Advisors, LLC2,691$116.2 萬0.02%
Colony Group, LLC2,247$97.1 萬0.01%
First Commonwealth Financial Corp2,225$96.1 萬0.26%
La Banque Postale Asset Management SA2,198$94.9 萬0.04%
Quantitative Investment Management, LLC2,186$94.4 萬0.06%
Greenleaf Trust2,154$93.0 萬0.01%
Pearl River Capital, LLC1,987$85.8 萬0.14%
Maxi Investments CY Ltd1,927$83.2 萬0.22%
Sherbrooke Park Advisers LLC1,922$83.0 萬0.16%
Diversify Advisory Services, LLC1,894$82.2 萬0.05%
Norden Group LLC1,829$79.0 萬0.16%
Symmetry Investments LP1,376$59.4 萬0.06%
Entropy Technologies, LP1,221$52.7 萬0.06%
Bank of Hawaii1,201$51.9 萬0.03%
Donoghue Forlines LLC1,195$51.6 萬0.15%
Healthcare of Ontario Pension Plan Trust Fund1,137$49.1 萬0.00%
Duality Advisers, LP1,132$48.9 萬0.05%
Sciencast Management LP1,120$48.4 萬0.29%
Siemens Fonds Invest GmbH991$42.8 萬0.03%
Laurion Capital Management LP986$42.6 萬0.01%
Plato Investment Management Ltd955$41.3 萬0.04%
Prospera Financial Services Inc934$40.4 萬0.01%
Asahi Life Asset Management Co., Ltd.860$37.1 萬0.22%
Mattern Capital Management, LLC819$35.4 萬0.05%
Exchange Traded Concepts, LLC716$30.9 萬0.01%
Numerai GP LLC701$30.3 萬0.13%
ASB Consultores, LLC642$27.7 萬0.07%
Simplicity Wealth,LLC640$27.6 萬0.01%
Csenge Advisory Group567$24.5 萬0.01%
Summit Trail Advisors, LLC541$23.4 萬0.01%
Scientech Research LLC536$23.2 萬0.12%
Prelude Capital Management, LLC535$23.1 萬0.02%
Koshinski Asset Management, Inc.533$23.0 萬0.02%
Alpha DNA Investment Management LLC520$22.5 萬0.12%
Paloma Partners Management Co511$22.1 萬0.03%
Campbell Capital Management Inc500$21.6 萬0.10%
Toroso Investments, LLC496$21.4 萬0.00%
Breakwater Capital Group491$21.2 萬0.05%
Sequoia Financial Advisors, LLC478$20.6 萬0.00%
My Legacy Advisors, LLC474$20.5 萬0.07%
Hilltop National Bank361$15.6 萬0.05%
Y.D. More Investments Ltd280$12.1 萬0.02%
Mather Group, LLC.266$11.4 萬0.00%
Continuum Advisory, LLC229$10.8 萬0.02%
Quest Partners LLC248$10.7 萬0.02%
Archer Investment Corp195$8.42 萬0.03%
Tobam133$5.70 萬0.01%
Opal Wealth Advisors, LLC107$4.62 萬0.02%
FNY Investment Advisers, LLC100$4.30 萬0.03%
MCF Advisors LLC90$3.89 萬0.00%
Whittier Trust Co of Nevada Inc87$3.76 萬0.00%
ORG Partners LLC71$3.08 萬0.06%
Colonial Trust Advisors71$3.07 萬0.00%
First PREMIER Bank59$2.50 萬0.01%
Tortoise Investment Management, LLC42$1.81 萬0.00%
WR Wealth Planners, LLC33$1.43 萬0.00%
Abich Financial Wealth Management LLC20$8,6390.01%
Pacific Capital Wealth Advisors, Inc18$7,7750.00%
Northwest Investment Counselors, LLC16$6,9120.00%
LRI Investments, LLC16$6,9120.00%
Pingora Partners LLC15$6,4800.00%
Rocky Mountain Advisers, LLC13$5,6160.00%
Meeder Asset Management Inc9$3,8880.00%
First Command Advisory Services, Inc.36$3,3430.00%
American Capital Advisory, LLC5$1,5910.00%
First Pacific Financial2$8640.00%
TFC Financial Management1$4320.00%

清倉機構（55 家）

2023 年第 4 季季末持有 Watsco Inc、2024 年第 1 季有申報但已經沒有持有的機構。

2024 年第 1 季清倉 WSO 的機構
機構2023 年第 4 季股數2023 年第 4 季市值
Cartenna Capital, LP106,300$4,555 萬
Lord, Abbett & Co. LLC61,745$2,646 萬
Driehaus Capital Management LLC55,977$2,398 萬
Scopus Asset Management, L.P.47,500$2,035 萬
Kodai Capital Management LP41,834$1,792 萬
Boothbay Fund Management, LLC21,854$936.4 萬
Buck Wealth Strategies, LLC16,454$705.2 萬
Qube Research & Technologies Ltd11,227$481.0 萬
Monument Capital Management6,974$298.8 萬
Two Sigma Investments, LP5,600$239.9 萬
Bridgewater Associates, LP5,411$231.8 萬
Jefferies Financial Group Inc.5,322$228.0 萬
Cetera Advisors LLC3,746$160.5 萬
Strategic Advocates LLC3,741$160.3 萬
Cetera Advisor Networks LLC2,921$125.2 萬
Bayesian Capital Management, LP2,750$117.8 萬
Ellsworth Advisors, LLC2,718$116.5 萬
Nebula Research & Development LLC2,183$93.5 萬
Eisler Capital (UK) Ltd.1,854$79.4 萬
Cubist Systematic Strategies, LLC1,831$78.5 萬
Virtu Financial LLC1,782$76.3 萬
Lighthouse Investment Partners, LLC1,765$75.6 萬
Thoroughbred Financial Services, LLC1,584$67.9 萬
Benchmark Financial Wealth Advisors, LLC1,250$53.6 萬
MQS Management LLC1,157$49.6 萬
Keebeck Alpha, LP1,045$44.8 萬
Arete Wealth Advisors, LLC860$36.8 萬
SageView Advisory Group, LLC810$32.1 萬
Dorsey Wright & Associates707$30.3 萬
Landscape Capital Management, L.L.C.649$27.8 萬
MAI Capital Management642$27.5 萬
Seven Eight Capital, LP635$27.2 萬
Snowden Capital Advisors LLC585$25.1 萬
CBOE Vest Financial, LLC567$24.3 萬
Independent Wealth Network Inc.488$20.9 萬
MTM Investment Management, LLC484$20.7 萬
Crestwood Advisors Group LLC479$20.5 萬
Trivant Custom Portfolio Group, LLC173$7.41 萬
Harvest Fund Management Co., Ltd106$4.50 萬
O'Dell Group, LLC104$4.46 萬
Raleigh Capital Management Inc.81$3.49 萬
BKM Wealth Management, LLC74$3.17 萬
Resurgent Financial Advisors LLC57$2.44 萬
Robeco Institutional Asset Management B.V.51$2.19 萬
Quarry LP50$2.14 萬
LM Advisors LLC47$2.02 萬
Crewe Advisors LLC26$1.11 萬
Glassman Wealth Services19$8,141
Bourgeon Capital Management LLC10$4,285
Cherry Tree Wealth Management, LLC10$4,285
Laffer Tengler Investments8$3,428
Scarborough Advisors, LLC3$1,345
Arlington Trust Co LLC2$857
Tfo-TDC, LLC1$428
Kapitalo Investimentos Ltda1$428

尚未申報 2024 年第 1 季的機構（7 家）

2023 年第 4 季季末持有 Watsco Inc、還沒有申報 2024 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2023 年第 4 季持有 WSO、尚未申報 2024 年第 1 季的機構
機構2023 年第 4 季股數2023 年第 4 季市值
DFPG Investments, LLC2,041$83.5 萬
Golden State Equity Partners668$28.6 萬
Sawtooth Solutions, LLC619$26.5 萬
Desjardins Global Asset Management Inc.246$10.5 萬
Bartlett & Co. LLC20$9,000
Coppell Advisory Solutions LLC19$8,141
Baystate Wealth Management LLC1$431