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 |
|---|---|---|---|---|---|
| J. W. Coons Advisors, LLC | 2,914 | $125.9 萬 | 0.28% | +288+11.0% | 加碼 |
| Americana Partners, LLC | 2,917 | $126.0 萬 | 0.11% | +608+26.3% | 加碼 |
| Portside Wealth Group, LLC | 2,933 | $126.7 萬 | 0.23% | −63−2.1% | 減碼 |
| Lake Street Advisors Group, LLC | 3,006 | $129.9 萬 | 0.06% | 00.0% | 不變 |
| Annandale Capital, LLC | 3,006 | $129.9 萬 | 0.30% | 00.0% | 不變 |
| Semanteon Capital Management, LP | 3,043 | $131.4 萬 | 0.84% | +3,043 | 新進 |
| CoreCap Advisors, LLC | 3,067 | $132.5 萬 | 0.07% | +99+3.3% | 加碼 |
| Federated Hermes, Inc. | 3,092 | $133.6 萬 | 0.00% | −528−14.6% | 減碼 |
| Allianz Asset Management GmbH | 3,106 | $134.2 萬 | 0.00% | +564+22.2% | 加碼 |
| Mirabaud Asset Management Ltd | 3,109 | $134.3 萬 | 0.54% | −14,422−82.3% | 減碼 |
| Cambridge Trust Co | 3,120 | $134.8 萬 | 0.05% | −677−17.8% | 減碼 |
| Chicago Trust Co NA | 3,140 | $135.6 萬 | 0.28% | −157−4.8% | 減碼 |
| Beacon Pointe Advisors, LLC | 3,154 | $136.2 萬 | 0.02% | −521−14.2% | 減碼 |
| Ethic Inc. | 3,172 | $137.0 萬 | 0.03% | +153+5.1% | 加碼 |
| Procyon Private Wealth Partners, LLC | 3,201 | $138.3 萬 | 0.11% | +15+0.5% | 加碼 |
| Saturna Capital CORP | 3,223 | $139.2 萬 | 0.02% | +818+34.0% | 加碼 |
| Toronto Dominion Bank | 3,238 | $139.9 萬 | 0.00% | −1,134−25.9% | 減碼 |
| Concurrent Investment Advisors, LLC | 3,266 | $141.1 萬 | 0.06% | +197+6.4% | 加碼 |
| State of Alaska, Department of Revenue | 3,397 | $146.7 萬 | 0.02% | −260−7.1% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 3,423 | $147.9 萬 | 0.00% | −83,125−96.0% | 減碼 |
| Quantinno Capital Management LP | 3,446 | $148.9 萬 | 0.03% | +200+6.2% | 加碼 |
| MML Investors Services, LLC | 3,475 | $150.1 萬 | 0.01% | −480−12.1% | 減碼 |
| Capital Investment Advisory Services, LLC | 3,485 | $150.5 萬 | 0.16% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 3,374 | $151.0 萬 | 0.12% | +2,427+256.3% | 加碼 |
| Brown Advisory Inc | 3,588 | $155.0 萬 | 0.00% | −65−1.8% | 減碼 |
| Umb Bank N A | 3,601 | $155.6 萬 | 0.02% | +8+0.2% | 加碼 |
| Trueblood Wealth Management, LLC | 3,603 | $155.6 萬 | 0.89% | +32+0.9% | 加碼 |
| Campbell & CO Investment Adviser LLC | 3,626 | $156.6 萬 | 0.14% | +2,526+229.6% | 加碼 |
| Access Financial Services, Inc. | 3,642 | $157.3 萬 | 0.70% | +319+9.6% | 加碼 |
| Mercer Global Advisors Inc | 3,673 | $158.7 萬 | 0.00% | +89+2.5% | 加碼 |
| Alpha Omega Wealth Management LLC | 3,698 | $159.7 萬 | 0.30% | −396−9.7% | 減碼 |
| Parallax Volatility Advisers, L.P. | 3,750 | $162.0 萬 | 0.05% | +69+1.9% | 加碼 |
| Public Employees Retirement Association of Colorado | 3,781 | $163.3 萬 | 0.01% | −362−8.7% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 3,853 | $166.4 萬 | 0.01% | +87+2.3% | 加碼 |
| STRS Ohio | 3,892 | $168.1 萬 | 0.01% | −280−6.7% | 減碼 |
| RFG Advisory, LLC | 3,968 | $171.4 萬 | 0.06% | +218+5.8% | 加碼 |
| Nissay Asset Management Corp | 3,986 | $172.2 萬 | 0.01% | +95+2.4% | 加碼 |
| Two Sigma Advisers, LP | 4,000 | $172.8 萬 | 0.00% | +1,500+60.0% | 加碼 |
| British Columbia Investment Management Corp | 4,042 | $174.6 萬 | 0.01% | +181+4.7% | 加碼 |
| Birch Capital Management, LLC | 4,052 | $175.0 萬 | 0.91% | +386+10.5% | 加碼 |
| Zurich Insurance Group Ltd | 4,100 | $177.1 萬 | 0.02% | 00.0% | 不變 |
| Intrepid Capital Management Inc | 4,121 | $178.0 萬 | 1.15% | +430+11.6% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 4,238 | $183.1 萬 | 0.02% | −14−0.3% | 減碼 |
| B.O.S.S. Retirement Advisors, LLC | 4,283 | $183.5 萬 | 0.70% | −494−10.3% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 4,309 | $186.1 萬 | 0.04% | −25,944−85.8% | 減碼 |
| Prudential Financial Inc | 4,405 | $190.3 萬 | 0.00% | −353−7.4% | 減碼 |
| Creative Planning | 4,432 | $191.5 萬 | 0.00% | +489+12.4% | 加碼 |
| Raymond James Trust N.A. | 4,471 | $193.1 萬 | 0.05% | +46+1.0% | 加碼 |
| Williams Jones Wealth Management, LLC. | 4,479 | $193.5 萬 | 0.02% | +2,054+84.7% | 加碼 |
| Girard Partners Ltd. | 4,570 | $197.4 萬 | 0.19% | +322+7.6% | 加碼 |
| Lee Financial Co | 4,629 | $200.0 萬 | 0.33% | −45−1.0% | 減碼 |
| Empowered Funds, LLC | 4,651 | $200.9 萬 | 0.04% | −7,490−61.7% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,655 | $201.1 萬 | 0.09% | +167+3.7% | 加碼 |
| Taylor Frigon Capital Management LLC | 4,683 | $202.3 萬 | 0.96% | −156−3.2% | 減碼 |
| Jane Street Group, LLC | 4,841 | $209.1 萬 | 0.00% | −72,868−93.8% | 減碼 |
| Great Valley Advisor Group, Inc. | 4,844 | $209.2 萬 | 0.06% | +1,862+62.4% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 4,991 | $215.6 萬 | 0.01% | +165+3.4% | 加碼 |
| Benjamin Edwards Inc | 4,998 | $215.9 萬 | 0.43% | −387−7.2% | 減碼 |
| Barbara Oil Co. | 5,000 | $216.0 萬 | 0.91% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 5,046 | $218.0 萬 | 0.16% | +462+10.1% | 加碼 |
| Impax Asset Management Group plc | 5,093 | $220.0 萬 | 0.01% | −18−0.4% | 減碼 |
| Coldstream Capital Management Inc | 5,156 | $222.7 萬 | 0.06% | −1,237−19.3% | 減碼 |
| TD Private Client Wealth LLC | 5,223 | $225.6 萬 | 0.07% | +67+1.3% | 加碼 |
| First Hawaiian Bank | 5,316 | $229.6 萬 | 0.07% | −1,042−16.4% | 減碼 |
| Mariner, LLC | 5,392 | $232.9 萬 | 0.00% | +84+1.6% | 加碼 |
| Fred Alger Management, LLC | 5,431 | $234.6 萬 | 0.01% | +5,431 | 新進 |
| Employees Retirement System of Texas | 5,574 | $240.8 萬 | 0.03% | +2,856+105.1% | 加碼 |
| CIBC World Markets Inc. | 5,592 | $241.6 萬 | 0.01% | +2,386+74.4% | 加碼 |
| Argent Trust Co | 5,709 | $246.6 萬 | 0.11% | +767+15.5% | 加碼 |
| TD Asset Management Inc | 5,728 | $247.4 萬 | 0.00% | −646−10.1% | 減碼 |
| Utah Retirement Systems | 5,741 | $248.0 萬 | 0.03% | 00.0% | 不變 |
| Mackenzie Financial Corp | 5,897 | $254.7 萬 | 0.00% | +24+0.4% | 加碼 |
| Van Eck Associates Corp | 5,937 | $256.5 萬 | 0.00% | +382+6.9% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 5,935 | $256.7 萬 | 0.14% | −7,465−55.7% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 5,989 | $258.7 萬 | 0.03% | −1,411−19.1% | 減碼 |
| Xponance, Inc. | 6,163 | $266.2 萬 | 0.03% | +1,213+24.5% | 加碼 |
| Centaurus Financial, Inc. | 6,543 | $282.7 萬 | 0.20% | −71−1.1% | 減碼 |
| Regions Financial Corp | 6,708 | $289.8 萬 | 0.02% | −50−0.7% | 減碼 |
| New Mexico Educational Retirement Board | 6,800 | $293.7 萬 | 0.11% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 6,897 | $297.9 萬 | 0.10% | −581−7.8% | 減碼 |
| Advisor Group Holdings, Inc. | 6,897 | $298.0 萬 | 0.01% | −12,050−63.6% | 減碼 |
| Applied Capital LLC | 6,900 | $298.1 萬 | 2.43% | +356+5.4% | 加碼 |
| Pacer Advisors, Inc. | 6,916 | $298.8 萬 | 0.01% | +778+12.7% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,919 | $298.9 萬 | 0.02% | −554−7.4% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 6,976 | $301.3 萬 | 0.08% | −558−7.4% | 減碼 |
| Hunter Associates Investment Management LLC | 7,090 | $305.7 萬 | 0.51% | +365+5.4% | 加碼 |
| IFM Investors Pty Ltd | 7,233 | $312.4 萬 | 0.03% | +7,233 | 新進 |
| Skandinaviska Enskilda Banken AB (publ) | 7,245 | $313.0 萬 | 0.02% | +530+7.9% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 7,410 | $320.1 萬 | 0.17% | −577−7.2% | 減碼 |
| Dakota Wealth Management | 7,459 | $322.2 萬 | 0.08% | +161+2.2% | 加碼 |
| Shaker Investments LLC | 7,564 | $326.7 萬 | 1.38% | +24+0.3% | 加碼 |
| CWM Advisors, LLC | 7,609 | $328.7 萬 | 0.34% | −1,687−18.1% | 減碼 |
| Freedom Day Solutions, LLC | 7,653 | $330.6 萬 | 1.17% | −197−2.5% | 減碼 |
| Atria Investments LLC | 7,691 | $332.2 萬 | 0.05% | −1,039−11.9% | 減碼 |
| PEAK6 Investments LLC | 7,713 | $333.2 萬 | 0.16% | −90−1.2% | 減碼 |
| SYSTM Wealth Solutions LLC | 7,734 | $334.1 萬 | 0.42% | +806+11.6% | 加碼 |
| Oregon Public Employees Retirement Fund | 7,734 | $334.1 萬 | 0.07% | −4,227−35.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 7,791 | $336.6 萬 | 0.00% | −202−2.5% | 減碼 |
| Oppenheimer & Co Inc | 7,946 | $343.2 萬 | 0.06% | +33+0.4% | 加碼 |
| DnB Asset Management AS | 8,034 | $347.0 萬 | 0.02% | +8,034 | 新進 |