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 |
|---|---|---|---|---|---|
| Alliance Wealth Advisors, LLC | 8,112 | $350.4 萬 | 1.05% | +526+6.9% | 加碼 |
| State of Michigan Retirement System | 8,283 | $357.8 萬 | 0.02% | −400−4.6% | 減碼 |
| Cetera Investment Advisers | 8,379 | $361.9 萬 | 0.01% | +5,671+209.4% | 加碼 |
| WCM Investment Management, LLC | 8,390 | $362.4 萬 | 0.01% | −6,566−43.9% | 減碼 |
| GHP Investment Advisors, Inc. | 8,488 | $366.6 萬 | 0.18% | −7,083−45.5% | 減碼 |
| D.A. Davidson & Co. | 8,523 | $368.2 萬 | 0.03% | +1,003+13.3% | 加碼 |
| Forsta Ap-Fonden | 8,600 | $371.5 萬 | 0.03% | −12,700−59.6% | 減碼 |
| Brinker Capital Investments, LLC | 8,643 | $373.3 萬 | 0.04% | −491−5.4% | 減碼 |
| Orion Portfolio Solutions, LLC | 8,643 | $373.3 萬 | 0.04% | −491−5.4% | 減碼 |
| Lazard Asset Management LLC | 8,770 | $378.6 萬 | 0.00% | −660−7.0% | 減碼 |
| Nomura Asset Management Co Ltd | 8,770 | $378.8 萬 | 0.01% | −1,177−11.8% | 減碼 |
| State of Tennessee, Treasury Department | 8,799 | $380.1 萬 | 0.01% | −10,200−53.7% | 減碼 |
| Pathstone Holdings, LLC | 8,833 | $381.6 萬 | 0.02% | +2,875+48.3% | 加碼 |
| Advantage Alpha Capital Partners LP | 8,902 | $384.5 萬 | 0.72% | +1,922+27.5% | 加碼 |
| Louisiana State Employees Retirement System | 9,000 | $388.8 萬 | 0.08% | −500−5.3% | 減碼 |
| Zacks Investment Management | 9,023 | $389.8 萬 | 0.04% | +913+11.3% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,222 | $398.4 萬 | 0.12% | +1,665+22.0% | 加碼 |
| Arizona State Retirement System | 9,315 | $402.4 萬 | 0.03% | +91+1.0% | 加碼 |
| Appleton Partners Inc | 9,586 | $414.1 萬 | 0.32% | +381+4.1% | 加碼 |
| Middleton & Co Inc | 9,637 | $416.3 萬 | 0.48% | +170+1.8% | 加碼 |
| Fiduciary Trust Co | 9,839 | $425.0 萬 | 0.07% | −455−4.4% | 減碼 |
| Cresset Asset Management, LLC | 10,085 | $435.7 萬 | 0.02% | +3,051+43.4% | 加碼 |
| Vestcor Inc | 10,208 | $441.0 萬 | 0.15% | −105−1.0% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 10,371 | $448.0 萬 | 0.19% | +741+7.7% | 加碼 |
| Bank of Montreal | 10,526 | $455.8 萬 | 0.00% | +52+0.5% | 加碼 |
| AIA Group Ltd | 10,670 | $460.9 萬 | 0.15% | −1,147−9.7% | 減碼 |
| Cerity Partners LLC | 10,735 | $463.8 萬 | 0.01% | +5,289+97.1% | 加碼 |
| Alerus Financial NA | 10,996 | $475.0 萬 | 0.36% | +75+0.7% | 加碼 |
| K.J. Harrison & Partners Inc | 11,070 | $478.2 萬 | 0.74% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 10,746 | $490.1 萬 | 0.11% | +1,046+10.8% | 加碼 |
| Monte Financial Group, LLC | 11,374 | $491.3 萬 | 2.15% | −754−6.2% | 減碼 |
| Illinois Municipal Retirement Fund | 11,391 | $492.1 萬 | 0.08% | 00.0% | 不變 |
| Buckhead Capital Management LLC | 11,405 | $492.7 萬 | 1.67% | +477+4.4% | 加碼 |
| Eagle Asset Management Inc | 11,437 | $496.6 萬 | 0.03% | −411−3.5% | 減碼 |
| US Bancorp | 11,944 | $516.1 萬 | 0.01% | −265−2.2% | 減碼 |
| Marshall Wace, LLP | 12,283 | $530.6 萬 | 0.01% | +7,401+151.6% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 12,431 | $537.0 萬 | 0.01% | +12,431 | 新進 |
| Prosperity Consulting Group, LLC | 12,499 | $539.9 萬 | 0.68% | +12,499 | 新進 |
| Resona Asset Management Co.,Ltd. | 12,574 | $543.2 萬 | 0.03% | +12,574 | 新進 |
| Spectrum Wealth Counsel, LLC | 12,620 | $545.1 萬 | 0.67% | −95−0.7% | 減碼 |
| Asset Management One Co.,Ltd. | 12,790 | $552.5 萬 | 0.02% | −683−5.1% | 減碼 |
| Man Group plc | 12,857 | $555.4 萬 | 0.01% | +3,299+34.5% | 加碼 |
| Cutter & CO Brokerage, Inc. | 12,928 | $558.5 萬 | 1.37% | +812+6.7% | 加碼 |
| Commonwealth Equity Services, LLC | 13,063 | $564.3 萬 | 0.01% | +1,144+9.6% | 加碼 |
| Hamilton Point Investment Advisors, LLC | 13,210 | $570.6 萬 | 1.11% | −190−1.4% | 減碼 |
| American Century Companies Inc | 13,220 | $571.1 萬 | 0.00% | +6,183+87.9% | 加碼 |
| CIBC Private Wealth Group, LLC | 13,177 | $572.1 萬 | 0.01% | −43−0.3% | 減碼 |
| Jump Financial, LLC | 13,358 | $577.0 萬 | 0.16% | +9,356+233.8% | 加碼 |
| Rockefeller Capital Management L.P. | 13,459 | $581.4 萬 | 0.02% | +13,459 | 新進 |
| Old National Bancorp | 13,520 | $584.0 萬 | 0.14% | −7,203−34.8% | 減碼 |
| Pictet Asset Management Holding SA | 13,649 | $589.6 萬 | 0.01% | +155+1.1% | 加碼 |
| Prospect Capital Advisors, LLC | 13,660 | $590.1 萬 | 2.63% | −6,340−31.7% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 13,700 | $591.8 萬 | 0.04% | −1,500−9.9% | 減碼 |
| Northwest & Ethical Investments L.P. | 14,272 | $616.5 萬 | 0.18% | +518+3.8% | 加碼 |
| LGT Group Foundation | 14,370 | $620.7 萬 | 0.15% | −99−0.7% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,629 | $631.9 萬 | 0.02% | −1,803−11.0% | 減碼 |
| Yousif Capital Management, LLC | 14,676 | $634.0 萬 | 0.07% | −1,576−9.7% | 減碼 |
| Public Employees Retirement System of Ohio | 14,916 | $644.3 萬 | 0.03% | −2,658−15.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 15,047 | $650.0 萬 | 0.01% | +3,841+34.3% | 加碼 |
| Quantbot Technologies LP | 15,107 | $652.6 萬 | 0.37% | +14,520+2,473.6% | 加碼 |
| Gotham Asset Management, LLC | 15,164 | $655.0 萬 | 0.10% | +1,357+9.8% | 加碼 |
| The PNC Financial Services Group, Inc. | 15,587 | $673.3 萬 | 0.00% | +65+0.4% | 加碼 |
| Treasurer of the State of North Carolina | 15,909 | $687.2 萬 | 0.03% | +291+1.9% | 加碼 |
| Nisa Investment Advisors, LLC | 15,945 | $688.8 萬 | 0.04% | −515−3.1% | 減碼 |
| Guggenheim Capital LLC | 16,222 | $700.7 萬 | 0.05% | +4,814+42.2% | 加碼 |
| Redmond Asset Management, LLC | 16,743 | $723.3 萬 | 2.30% | −350−2.0% | 減碼 |
| Russell Investments Group, Ltd. | 16,773 | $724.6 萬 | 0.01% | +320+1.9% | 加碼 |
| Naples Global Advisors, LLC | 16,793 | $725.4 萬 | 0.74% | −270−1.6% | 減碼 |
| Kensington Investment Counsel, LLC | 16,941 | $731.8 萬 | 3.34% | +1,512+9.8% | 加碼 |
| Andra AP-fonden | 17,300 | $747.3 萬 | 0.13% | +17,300 | 新進 |
| Amalgamated Bank | 17,322 | $748.3 萬 | 0.06% | −6,304−26.7% | 減碼 |
| Advisors Asset Management, Inc. | 17,383 | $750.9 萬 | 0.14% | −167−1.0% | 減碼 |
| HighTower Advisors, LLC | 17,515 | $756.1 萬 | 0.01% | +636+3.8% | 加碼 |
| Princeton Global Asset Management LLC | 17,574 | $759.1 萬 | 1.81% | −149−0.8% | 減碼 |
| MetLife Investment Management | 17,575 | $759.2 萬 | 0.05% | −1,849−9.5% | 減碼 |
| Tower Bridge Advisors | 17,738 | $766.2 萬 | 0.78% | −992−5.3% | 減碼 |
| Ipswich Investment Management Co., Inc. | 17,852 | $771.1 萬 | 1.81% | +50.0% | 加碼 |
| Voya Investment Management LLC | 18,083 | $781.1 萬 | 0.01% | −567−3.0% | 減碼 |
| AQR Capital Management LLC | 18,205 | $786.4 萬 | 0.01% | +5,732+46.0% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 18,215 | $786.8 萬 | 0.01% | +2,373+15.0% | 加碼 |
| LPL Financial LLC | 18,245 | $788.1 萬 | 0.00% | +3,413+23.0% | 加碼 |
| Mutual of America Capital Management LLC | 18,636 | $805.0 萬 | 0.09% | −2,281−10.9% | 減碼 |
| Marks Group Wealth Management, Inc | 18,742 | $809.6 萬 | 0.85% | −53−0.3% | 減碼 |
| Advisors Capital Management, LLC | 18,746 | $809.8 萬 | 0.15% | +853+4.8% | 加碼 |
| State of New Jersey Common Pension Fund D | 19,104 | $825.2 萬 | 0.02% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 19,153 | $827.4 萬 | 0.12% | −2,756−12.6% | 減碼 |
| Korea Investment CORP | 19,275 | $832.6 萬 | 0.02% | +2,446+14.5% | 加碼 |
| Danske Bank A/S | 19,456 | $840.4 萬 | 0.03% | +19,456 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 19,475 | $841.3 萬 | 0.01% | −636−3.2% | 減碼 |
| Vision Capital Management, Inc. | 19,545 | $844.3 萬 | 1.26% | −94−0.5% | 減碼 |
| DF Dent & Co Inc | 19,645 | $848.6 萬 | 0.10% | −51−0.3% | 減碼 |
| FineMark National Bank & Trust | 19,773 | $854.1 萬 | 0.32% | −108−0.5% | 減碼 |
| Arcadia Investment Management Corp | 20,342 | $878.7 萬 | 1.55% | +4,041+24.8% | 加碼 |
| Southernsun Asset Management, LLC | 20,356 | $879.3 萬 | 0.98% | −422−2.0% | 減碼 |
| Susquehanna International Group, LLP | 20,845 | $900.4 萬 | 0.01% | +4,556+28.0% | 加碼 |
| Westfield Capital Management Co LP | 21,082 | $910.7 萬 | 0.05% | −159,978−88.4% | 減碼 |
| Crown Oak Advisors, LLC | 21,172 | $914.6 萬 | 5.04% | +34+0.2% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 21,435 | $925.9 萬 | 0.10% | +4,000+22.9% | 加碼 |
| Stratos Wealth Partners, LTD. | 22,197 | $958.9 萬 | 0.16% | +255+1.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 22,332 | $964.7 萬 | 0.01% | −2,067−8.5% | 減碼 |