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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 1,314 | $56.8 萬 | 0.00% | +26+2.0% | 加碼 |
| Blueshift Asset Management, LLC | 1,321 | $57.1 萬 | 0.30% | +100+8.2% | 加碼 |
| Ostrum Asset Management | 1,324 | $57.2 萬 | 0.05% | 00.0% | 不變 |
| Perfromance Wealth Partners, LLC | 1,330 | $57.5 萬 | 0.02% | +5+0.4% | 加碼 |
| Veriti Management LLC | 1,349 | $58.3 萬 | 0.04% | −15−1.1% | 減碼 |
| FDx Advisors, Inc. | 1,353 | $58.4 萬 | 0.09% | −759−35.9% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 1,354 | $58.5 萬 | 0.05% | +21+1.6% | 加碼 |
| BHK Investment Advisors, LLC | 1,355 | $58.5 萬 | 0.22% | +430+46.5% | 加碼 |
| Symmetry Investments LP | 1,376 | $59.4 萬 | 0.06% | +1,376 | 新進 |
| Advocate Group LLC | 1,384 | $59.8 萬 | 0.12% | 00.0% | 不變 |
| CIBC World Markets Corp | 1,387 | $59.9 萬 | 0.00% | +452+48.3% | 加碼 |
| Private Advisor Group, LLC | 1,388 | $60.0 萬 | 0.00% | −82−5.6% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 1,410 | $60.9 萬 | 0.09% | +15+1.1% | 加碼 |
| Axxcess Wealth Management, LLC | 1,422 | $61.4 萬 | 0.02% | −2−0.1% | 減碼 |
| Shelton Capital Management | 1,430 | $61.8 萬 | 0.02% | −38−2.6% | 減碼 |
| Avidian Wealth Solutions, LLC | 1,435 | $62.0 萬 | 0.03% | −272−15.9% | 減碼 |
| Parallel Advisors, LLC | 1,442 | $62.3 萬 | 0.02% | +43+3.1% | 加碼 |
| Yarbrough Capital, LLC | 1,447 | $62.5 萬 | 0.03% | 00.0% | 不變 |
| Alps Advisors Inc | 1,460 | $63.1 萬 | 0.00% | −894−38.0% | 減碼 |
| Equitable Trust Co | 1,483 | $64.1 萬 | 0.04% | 00.0% | 不變 |
| Webster Bank, N. A. | 1,493 | $64.5 萬 | 0.07% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 1,522 | $65.7 萬 | 0.02% | −2,325−60.4% | 減碼 |
| ProShare Advisors LLC | 1,525 | $65.9 萬 | 0.00% | −256−14.4% | 減碼 |
| LVW Advisors, LLC | 1,533 | $66.2 萬 | 0.11% | −63−3.9% | 減碼 |
| Ensemble Capital Management, LLC | 1,540 | $66.5 萬 | 0.06% | −695−31.1% | 減碼 |
| Aviva PLC | 1,568 | $67.7 萬 | 0.00% | −453−22.4% | 減碼 |
| Moody Lynn & Lieberson, LLC | 1,578 | $68.2 萬 | 0.05% | −33−2.0% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 1,627 | $70.3 萬 | 0.03% | +83+5.4% | 加碼 |
| Integrated Wealth Concepts LLC | 1,628 | $70.3 萬 | 0.01% | +311+23.6% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 1,633 | $70.5 萬 | 0.01% | +401+32.5% | 加碼 |
| NBC Securities, Inc. | 1,654 | $71.4 萬 | 0.07% | −13−0.8% | 減碼 |
| Avantax Advisory Services, Inc. | 1,689 | $73.0 萬 | 0.01% | −316−15.8% | 減碼 |
| Modera Wealth Management, LLC | 1,775 | $76.7 萬 | 0.01% | −168−8.6% | 減碼 |
| Park Avenue Securities LLC | 1,784 | $77.1 萬 | 0.01% | +36+2.1% | 加碼 |
| Intech Investment Management LLC | 1,803 | $77.9 萬 | 0.01% | +120+7.1% | 加碼 |
| SlateStone Wealth, LLC | 1,803 | $77.9 萬 | 0.08% | +68+3.9% | 加碼 |
| Mayflower Financial Advisors, LLC | 1,826 | $78.9 萬 | 0.13% | −148−7.5% | 減碼 |
| Norden Group LLC | 1,829 | $79.0 萬 | 0.16% | +1,829 | 新進 |
| Johnson Financial Group, Inc. | 1,856 | $80.2 萬 | 0.04% | −49−2.6% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 1,861 | $80.4 萬 | 0.03% | +901+93.9% | 加碼 |
| Oak Ridge Investments LLC | 1,878 | $81.1 萬 | 0.08% | −323−14.7% | 減碼 |
| Stock Yards Bank & Trust Co | 1,898 | $82.0 萬 | 0.03% | +39+2.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 1,903 | $82.2 萬 | 0.01% | +182+10.6% | 加碼 |
| Diversify Advisory Services, LLC | 1,894 | $82.2 萬 | 0.05% | +1,894 | 新進 |
| Sherbrooke Park Advisers LLC | 1,922 | $83.0 萬 | 0.16% | +1,922 | 新進 |
| Maxi Investments CY Ltd | 1,927 | $83.2 萬 | 0.22% | +1,927 | 新進 |
| TrinityPoint Wealth, LLC | 1,952 | $84.3 萬 | 0.14% | +119+6.5% | 加碼 |
| Burney Co | 1,963 | $84.8 萬 | 0.03% | +1+0.1% | 加碼 |
| Parsons Capital Management Inc | 1,967 | $85.0 萬 | 0.06% | −73−3.6% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 1,976 | $85.4 萬 | 0.02% | +659+50.0% | 加碼 |
| Pearl River Capital, LLC | 1,987 | $85.8 萬 | 0.14% | +1,987 | 新進 |
| CIBC Asset Management Inc | 1,990 | $86.0 萬 | 0.00% | −10−0.5% | 減碼 |
| Capital Analysts, LLC | 1,996 | $86.2 萬 | 0.04% | 00.0% | 不變 |
| Bank of Nova Scotia | 2,045 | $88.3 萬 | 0.00% | +155+8.2% | 加碼 |
| Confluence Wealth Services, Inc. | 2,049 | $88.5 萬 | 0.08% | +49+2.5% | 加碼 |
| Janus Henderson Group PLC | 2,075 | $89.5 萬 | 0.00% | +1,303+168.8% | 加碼 |
| Connectus Wealth, LLC | 2,090 | $90.3 萬 | 0.02% | −75−3.5% | 減碼 |
| Greenleaf Trust | 2,154 | $93.0 萬 | 0.01% | +2,154 | 新進 |
| Quantitative Investment Management, LLC | 2,186 | $94.4 萬 | 0.06% | +2,186 | 新進 |
| La Banque Postale Asset Management SA | 2,198 | $94.9 萬 | 0.04% | +2,198 | 新進 |
| Daiwa Securities Group Inc. | 2,200 | $95.0 萬 | 0.01% | +100+4.8% | 加碼 |
| Financial Advisory Service, Inc. | 2,201 | $95.1 萬 | 0.08% | +10.0% | 加碼 |
| M&T Bank Corp | 2,214 | $95.6 萬 | 0.00% | −305−12.1% | 減碼 |
| First Commonwealth Financial Corp | 2,225 | $96.1 萬 | 0.26% | +2,225 | 新進 |
| Wealth Alliance | 2,247 | $97.1 萬 | 0.13% | −117−4.9% | 減碼 |
| Colony Group, LLC | 2,247 | $97.1 萬 | 0.01% | +2,247 | 新進 |
| Groesbeck Investment Management Corp | 2,265 | $97.8 萬 | 1.04% | 00.0% | 不變 |
| Crawford Investment Counsel Inc | 2,298 | $99.3 萬 | 0.02% | +13+0.6% | 加碼 |
| Belpointe Asset Management LLC | 2,303 | $99.5 萬 | 0.07% | +338+17.2% | 加碼 |
| Atlas Private Wealth Management | 2,404 | $103.8 萬 | 0.44% | +37+1.6% | 加碼 |
| American National Bank | 2,416 | $104.4 萬 | 0.14% | +2,169+878.1% | 加碼 |
| Maryland State Retirement & Pension System | 2,605 | $105.4 萬 | 0.02% | 00.0% | 不變 |
| SG Americas Securities, LLC | 2,451 | $105.9 萬 | 0.01% | +698+39.8% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,453 | $106.0 萬 | 0.01% | −12−0.5% | 減碼 |
| Crossmark Global Holdings, Inc. | 2,493 | $107.7 萬 | 0.02% | 00.0% | 不變 |
| Bokf, NA | 2,488 | $108.0 萬 | 0.02% | −11−0.4% | 減碼 |
| Ascent Group, LLC | 2,521 | $108.9 萬 | 0.10% | −50−1.9% | 減碼 |
| Charter Oak Capital Management, LLC | 2,540 | $109.7 萬 | 0.12% | 00.0% | 不變 |
| Lindenwold Advisors | 2,544 | $109.9 萬 | 0.59% | −2−0.1% | 減碼 |
| Securian Asset Management, Inc | 2,572 | $111.1 萬 | 0.03% | −369−12.5% | 減碼 |
| Change Path, LLC | 2,581 | $111.5 萬 | 0.04% | +630+32.3% | 加碼 |
| Centennial Bank | 2,638 | $114.0 萬 | 0.58% | −45−1.7% | 減碼 |
| Lloyd Advisory Services, LLC. | 2,655 | $114.6 萬 | 0.24% | +2,181+460.1% | 加碼 |
| Prime Capital Investment Advisors, LLC | 2,691 | $116.2 萬 | 0.02% | +2,691 | 新進 |
| Cox Capital Mgt LLC | 2,715 | $117.3 萬 | 0.72% | 00.0% | 不變 |
| Harvey Investment Co LLC | 2,715 | $117.3 萬 | 0.13% | +2,715 | 新進 |
| Hilltop Holdings Inc. | 2,745 | $118.6 萬 | 0.13% | −163−5.6% | 減碼 |
| Nordwand Advisors, LLC | 2,768 | $119.6 萬 | 0.46% | −675−19.6% | 減碼 |
| Tredje AP-fonden | 2,772 | $119.7 萬 | 0.01% | −2,541−47.8% | 減碼 |
| SpiderRock Advisors, LLC | 2,925 | $120.0 萬 | 0.04% | +2,925 | 新進 |
| Donaldson Capital Management, LLC | 2,785 | $120.3 萬 | 0.05% | −49−1.7% | 減碼 |
| GWM Advisors LLC | 2,795 | $120.7 萬 | 0.01% | −64−2.2% | 減碼 |
| Graham Capital Management, L.P. | 2,828 | $122.2 萬 | 0.03% | +2,828 | 新進 |
| Teza Capital Management LLC | 2,842 | $122.8 萬 | 0.16% | +2,260+388.3% | 加碼 |
| JustInvest LLC | 2,851 | $123.2 萬 | 0.03% | −987−25.7% | 減碼 |
| Fiduciary Family Office, LLC | 2,858 | $123.5 萬 | 0.48% | +1,175+69.8% | 加碼 |
| Brevan Howard Capital Management LP | 2,860 | $123.5 萬 | 0.11% | +1,183+70.5% | 加碼 |
| Gulf International Bank (UK) Ltd | 2,878 | $124.3 萬 | 0.03% | 00.0% | 不變 |
| Advisor OS, LLC | 2,902 | $125.4 萬 | 0.14% | +381+15.1% | 加碼 |
| National Asset Management, Inc. | 3,321 | $125.4 萬 | 0.03% | +600+22.1% | 加碼 |