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 13F 持有人
Watsco Inc 在 2024/3/31 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
- 746
- 較 2023 年第 4 季 +26 家
- 持有股數
- 3,624 萬
- 較 2023 年第 4 季 +54.4 萬 (+1.5%)
- 總市值
- $156.4 億
- 較 2023 年第 4 季 +$3.66 億 (+2.4%)
- 新進機構
- 81
- 另有 271 家加碼
- 清倉機構
- 55
- 另有 281 家減碼
另有 7 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bleakley Financial Group, LLC | 640 | $27.6 萬 | 0.01% | +21+3.4% | 加碼 |
| Simplicity Wealth,LLC | 640 | $27.6 萬 | 0.01% | +640 | 新進 |
| Insigneo Advisory Services, LLC | 642 | $27.7 萬 | 0.03% | +41+6.8% | 加碼 |
| ASB Consultores, LLC | 642 | $27.7 萬 | 0.07% | +642 | 新進 |
| Univest Financial Corp | 659 | $28.5 萬 | 0.08% | −40−5.7% | 減碼 |
| Atria Wealth Solutions, Inc. | 661 | $28.6 萬 | 0.00% | +4+0.6% | 加碼 |
| Voya Financial Advisors, Inc. | 669 | $29.1 萬 | 0.03% | −38−5.4% | 減碼 |
| Woodstock Corp | 675 | $29.2 萬 | 0.03% | 00.0% | 不變 |
| Algert Global LLC | 677 | $29.2 萬 | 0.01% | −727−51.8% | 減碼 |
| Mutual Advisors, LLC | 683 | $29.5 萬 | 0.01% | −252−27.0% | 減碼 |
| Eagle Global Advisors LLC | 688 | $29.7 萬 | 0.02% | +84+13.9% | 加碼 |
| Checchi Capital Advisers, LLC | 692 | $29.9 萬 | 0.02% | −3−0.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 698 | $30.1 萬 | 0.00% | +301+75.8% | 加碼 |
| Alberta Investment Management Corp | 700 | $30.2 萬 | 0.00% | 00.0% | 不變 |
| Numerai GP LLC | 701 | $30.3 萬 | 0.13% | +701 | 新進 |
| Jag Capital Management, LLC | 714 | $30.8 萬 | 0.04% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 716 | $30.9 萬 | 0.01% | +716 | 新進 |
| D. E. Shaw & Co., Inc. | 717 | $31.0 萬 | 0.00% | −4,800−87.0% | 減碼 |
| Taylor Hoffman Wealth Management | 724 | $31.3 萬 | 0.13% | 00.0% | 不變 |
| Heartwood Wealth Advisors LLC | 761 | $32.9 萬 | 0.04% | 00.0% | 不變 |
| IFP Advisors, Inc | 762 | $32.9 萬 | 0.01% | −180−19.1% | 減碼 |
| Haverford Trust Co | 772 | $33.3 萬 | 0.00% | 00.0% | 不變 |
| Palogic Value Management, L.P. | 772 | $33.3 萬 | 0.14% | +6+0.8% | 加碼 |
| Triad Investment Management | 776 | $33.5 萬 | 0.41% | +8+1.0% | 加碼 |
| Lincoln National Corp | 778 | $33.6 萬 | 0.01% | +50+6.9% | 加碼 |
| Proequities, Inc. | 779 | $33.7 萬 | 0.02% | +128+19.7% | 加碼 |
| Huntington National Bank | 782 | $33.8 萬 | 0.00% | +254+48.1% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 780 | $33.8 萬 | 0.02% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 785 | $33.9 萬 | 0.02% | 00.0% | 不變 |
| ICW Investment Advisors LLC | 788 | $34.0 萬 | 0.15% | +92+13.2% | 加碼 |
| Intrust Bank NA | 798 | $34.5 萬 | 0.04% | −5−0.6% | 減碼 |
| Avestar Capital, LLC | 798 | $34.5 萬 | 0.04% | −129−13.9% | 減碼 |
| Autumn Glory Partners, LLC | 810 | $35.0 萬 | 0.17% | 00.0% | 不變 |
| Penserra Capital Management LLC | 813 | $35.0 萬 | 0.00% | +5+0.6% | 加碼 |
| Cynosure Management, LLC | 817 | $35.3 萬 | 0.06% | −7,920−90.6% | 減碼 |
| Mattern Capital Management, LLC | 819 | $35.4 萬 | 0.05% | +819 | 新進 |
| Lido Advisors, LLC | 822 | $35.5 萬 | 0.00% | +3+0.4% | 加碼 |
| Eqis Capital Management, Inc. | 825 | $35.7 萬 | 0.03% | −217−20.8% | 減碼 |
| Swiss Life Asset Management Ltd | 831 | $35.9 萬 | 0.00% | −747−47.3% | 減碼 |
| Vident Advisory, LLC | 843 | $36.4 萬 | 0.01% | +14+1.7% | 加碼 |
| QRG Capital Management, Inc. | 845 | $36.5 萬 | 0.00% | −117−12.2% | 減碼 |
| Stephens Inc | 850 | $36.7 萬 | 0.01% | −4,840−85.1% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 860 | $37.1 萬 | 0.22% | +860 | 新進 |
| Teacher Retirement System of Texas | 861 | $37.2 萬 | 0.00% | −675−43.9% | 減碼 |
| Compass Ion Advisors, LLC | 868 | $37.5 萬 | 0.05% | −267−23.5% | 減碼 |
| Walleye Trading LLC | 878 | $37.9 萬 | 0.01% | −1,620−64.9% | 減碼 |
| Ieq Capital, LLC | 882 | $38.1 萬 | 0.01% | +415+88.9% | 加碼 |
| Verition Fund Management LLC | 906 | $39.1 萬 | 0.00% | −471−34.2% | 減碼 |
| Ellevest, Inc. | 914 | $39.5 萬 | 0.02% | −1−0.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 918 | $39.7 萬 | 0.01% | +213+30.2% | 加碼 |
| Pinebridge Investments, L.P. | 919 | $39.7 萬 | 0.00% | −2,074−69.3% | 減碼 |
| Delta Financial Group, Inc. | 930 | $40.2 萬 | 0.12% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 931 | $40.2 萬 | 0.04% | −3−0.3% | 減碼 |
| Prospera Financial Services Inc | 934 | $40.4 萬 | 0.01% | +934 | 新進 |
| Congress Wealth Management LLC | 938 | $40.6 萬 | 0.01% | −645−40.7% | 減碼 |
| Handelsinvest Investeringsforvaltning | 942 | $40.7 萬 | 0.20% | −489−34.2% | 減碼 |
| Plato Investment Management Ltd | 955 | $41.3 萬 | 0.04% | +955 | 新進 |
| CWM, LLC | 957 | $41.3 萬 | 0.00% | +265+38.3% | 加碼 |
| MJP Associates Inc | 970 | $41.9 萬 | 0.09% | +302+45.2% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 978 | $42.2 萬 | 0.00% | −6−0.6% | 減碼 |
| Laurion Capital Management LP | 986 | $42.6 萬 | 0.01% | +986 | 新進 |
| Siemens Fonds Invest GmbH | 991 | $42.8 萬 | 0.03% | +991 | 新進 |
| Centennial Wealth Advisory LLC | 992 | $42.9 萬 | 0.20% | −43−4.2% | 減碼 |
| Balyasny Asset Management LLC | 998 | $43.1 萬 | 0.00% | −165,002−99.4% | 減碼 |
| Tompkins Financial Corp | 1,000 | $43.2 萬 | 0.05% | 00.0% | 不變 |
| Clarius Group, LLC | 1,000 | $43.2 萬 | 0.03% | 00.0% | 不變 |
| Ci Investments Inc. | 999 | $43.2 萬 | 0.00% | +146+17.1% | 加碼 |
| Phillips Wealth Planners LLC | 1,049 | $43.4 萬 | 0.50% | +36+3.6% | 加碼 |
| Everpar Advisors LLC | 1,022 | $44.1 萬 | 0.27% | −796−43.8% | 減碼 |
| Flagship Harbor Advisors, LLC | 1,025 | $44.3 萬 | 0.03% | −10−1.0% | 減碼 |
| Valeo Financial Advisors, LLC | 1,017 | $44.8 萬 | 0.02% | +18+1.8% | 加碼 |
| Quantum Private Wealth, LLC | 1,038 | $44.8 萬 | 0.17% | 00.0% | 不變 |
| Roundview Capital LLC | 1,039 | $44.9 萬 | 0.04% | +12+1.2% | 加碼 |
| Park Place Capital Corp | 1,057 | $45.7 萬 | 0.16% | 00.0% | 不變 |
| Icon Wealth Advisors, LLC | 1,070 | $46.2 萬 | 0.04% | −138−11.4% | 減碼 |
| Krane Funds Advisors LLC | 1,086 | $46.4 萬 | 0.02% | −64−5.6% | 減碼 |
| Heritage Wealth Management, LLC | 1,082 | $46.8 萬 | 0.24% | −34−3.0% | 減碼 |
| International Private Wealth Advisors LLC | 1,088 | $47.0 萬 | 0.91% | +424+63.9% | 加碼 |
| Degroof Petercam Asset Management | 1,100 | $47.5 萬 | 0.01% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 1,112 | $48.0 萬 | 0.09% | −260−19.0% | 減碼 |
| Sciencast Management LP | 1,120 | $48.4 萬 | 0.29% | +1,120 | 新進 |
| Paradigm Financial Partners, LLC | 1,124 | $48.6 萬 | 0.10% | −35−3.0% | 減碼 |
| Park National Corp | 1,132 | $48.9 萬 | 0.02% | 00.0% | 不變 |
| Duality Advisers, LP | 1,132 | $48.9 萬 | 0.05% | +1,132 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,137 | $49.1 萬 | 0.00% | +1,137 | 新進 |
| Millennium Management LLC | 1,170 | $50.5 萬 | 0.00% | −45,362−97.5% | 減碼 |
| Farther Finance Advisors, LLC | 1,188 | $51.6 萬 | 0.03% | +596+100.7% | 加碼 |
| Donoghue Forlines LLC | 1,195 | $51.6 萬 | 0.15% | +1,195 | 新進 |
| Northeast Financial Consultants Inc | 1,200 | $51.8 萬 | 0.03% | −1,300−52.0% | 減碼 |
| Bank of Hawaii | 1,201 | $51.9 萬 | 0.03% | +1,201 | 新進 |
| Symmetry Partners, LLC | 1,202 | $51.9 萬 | 0.04% | −215−15.2% | 減碼 |
| Entropy Technologies, LP | 1,221 | $52.7 萬 | 0.06% | +1,221 | 新進 |
| Fifth Third Bancorp | 1,224 | $52.9 萬 | 0.00% | −23−1.8% | 減碼 |
| Johnson Investment Counsel Inc | 1,236 | $53.4 萬 | 0.01% | −8−0.6% | 減碼 |
| Profund Advisors LLC | 1,238 | $53.5 萬 | 0.02% | +136+12.3% | 加碼 |
| David Loasby | 1,231 | $53.8 萬 | 0.05% | +300+32.2% | 加碼 |
| Commerce Bank | 1,278 | $55.2 萬 | 0.00% | −60−4.5% | 減碼 |
| First Bank & Trust | 1,291 | $55.8 萬 | 0.12% | −12−0.9% | 減碼 |
| Moneta Group Investment Advisors LLC | 1,293 | $55.9 萬 | 0.01% | 00.0% | 不變 |
| E. Ohman J:or Asset Management AB | 1,300 | $56.2 萬 | 0.01% | 00.0% | 不變 |