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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 4,405 | $190.3 萬 | 0.00% | −353−7.4% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 4,309 | $186.1 萬 | 0.04% | −25,944−85.8% | 減碼 |
| B.O.S.S. Retirement Advisors, LLC | 4,283 | $183.5 萬 | 0.70% | −494−10.3% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 4,238 | $183.1 萬 | 0.02% | −14−0.3% | 減碼 |
| Intrepid Capital Management Inc | 4,121 | $178.0 萬 | 1.15% | +430+11.6% | 加碼 |
| Zurich Insurance Group Ltd | 4,100 | $177.1 萬 | 0.02% | 00.0% | 不變 |
| Birch Capital Management, LLC | 4,052 | $175.0 萬 | 0.91% | +386+10.5% | 加碼 |
| British Columbia Investment Management Corp | 4,042 | $174.6 萬 | 0.01% | +181+4.7% | 加碼 |
| Two Sigma Advisers, LP | 4,000 | $172.8 萬 | 0.00% | +1,500+60.0% | 加碼 |
| Nissay Asset Management Corp | 3,986 | $172.2 萬 | 0.01% | +95+2.4% | 加碼 |
| RFG Advisory, LLC | 3,968 | $171.4 萬 | 0.06% | +218+5.8% | 加碼 |
| STRS Ohio | 3,892 | $168.1 萬 | 0.01% | −280−6.7% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 3,853 | $166.4 萬 | 0.01% | +87+2.3% | 加碼 |
| Public Employees Retirement Association of Colorado | 3,781 | $163.3 萬 | 0.01% | −362−8.7% | 減碼 |
| Parallax Volatility Advisers, L.P. | 3,750 | $162.0 萬 | 0.05% | +69+1.9% | 加碼 |
| Alpha Omega Wealth Management LLC | 3,698 | $159.7 萬 | 0.30% | −396−9.7% | 減碼 |
| Mercer Global Advisors Inc | 3,673 | $158.7 萬 | 0.00% | +89+2.5% | 加碼 |
| Access Financial Services, Inc. | 3,642 | $157.3 萬 | 0.70% | +319+9.6% | 加碼 |
| Campbell & CO Investment Adviser LLC | 3,626 | $156.6 萬 | 0.14% | +2,526+229.6% | 加碼 |
| Trueblood Wealth Management, LLC | 3,603 | $155.6 萬 | 0.89% | +32+0.9% | 加碼 |
| Umb Bank N A | 3,601 | $155.6 萬 | 0.02% | +8+0.2% | 加碼 |
| Brown Advisory Inc | 3,588 | $155.0 萬 | 0.00% | −65−1.8% | 減碼 |
| EverSource Wealth Advisors, LLC | 3,374 | $151.0 萬 | 0.12% | +2,427+256.3% | 加碼 |
| Capital Investment Advisory Services, LLC | 3,485 | $150.5 萬 | 0.16% | 00.0% | 不變 |
| MML Investors Services, LLC | 3,475 | $150.1 萬 | 0.01% | −480−12.1% | 減碼 |
| Quantinno Capital Management LP | 3,446 | $148.9 萬 | 0.03% | +200+6.2% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 3,423 | $147.9 萬 | 0.00% | −83,125−96.0% | 減碼 |
| State of Alaska, Department of Revenue | 3,397 | $146.7 萬 | 0.02% | −260−7.1% | 減碼 |
| Concurrent Investment Advisors, LLC | 3,266 | $141.1 萬 | 0.06% | +197+6.4% | 加碼 |
| Toronto Dominion Bank | 3,238 | $139.9 萬 | 0.00% | −1,134−25.9% | 減碼 |
| Saturna Capital CORP | 3,223 | $139.2 萬 | 0.02% | +818+34.0% | 加碼 |
| Procyon Private Wealth Partners, LLC | 3,201 | $138.3 萬 | 0.11% | +15+0.5% | 加碼 |
| Ethic Inc. | 3,172 | $137.0 萬 | 0.03% | +153+5.1% | 加碼 |
| Beacon Pointe Advisors, LLC | 3,154 | $136.2 萬 | 0.02% | −521−14.2% | 減碼 |
| Chicago Trust Co NA | 3,140 | $135.6 萬 | 0.28% | −157−4.8% | 減碼 |
| Cambridge Trust Co | 3,120 | $134.8 萬 | 0.05% | −677−17.8% | 減碼 |
| Mirabaud Asset Management Ltd | 3,109 | $134.3 萬 | 0.54% | −14,422−82.3% | 減碼 |
| Allianz Asset Management GmbH | 3,106 | $134.2 萬 | 0.00% | +564+22.2% | 加碼 |
| Federated Hermes, Inc. | 3,092 | $133.6 萬 | 0.00% | −528−14.6% | 減碼 |
| CoreCap Advisors, LLC | 3,067 | $132.5 萬 | 0.07% | +99+3.3% | 加碼 |
| Semanteon Capital Management, LP | 3,043 | $131.4 萬 | 0.84% | +3,043 | 新進 |
| Annandale Capital, LLC | 3,006 | $129.9 萬 | 0.30% | 00.0% | 不變 |
| Lake Street Advisors Group, LLC | 3,006 | $129.9 萬 | 0.06% | 00.0% | 不變 |
| Portside Wealth Group, LLC | 2,933 | $126.7 萬 | 0.23% | −63−2.1% | 減碼 |
| Americana Partners, LLC | 2,917 | $126.0 萬 | 0.11% | +608+26.3% | 加碼 |
| J. W. Coons Advisors, LLC | 2,914 | $125.9 萬 | 0.28% | +288+11.0% | 加碼 |
| National Asset Management, Inc. | 3,321 | $125.4 萬 | 0.03% | +600+22.1% | 加碼 |
| Advisor OS, LLC | 2,902 | $125.4 萬 | 0.14% | +381+15.1% | 加碼 |
| Gulf International Bank (UK) Ltd | 2,878 | $124.3 萬 | 0.03% | 00.0% | 不變 |
| Brevan Howard Capital Management LP | 2,860 | $123.5 萬 | 0.11% | +1,183+70.5% | 加碼 |
| Fiduciary Family Office, LLC | 2,858 | $123.5 萬 | 0.48% | +1,175+69.8% | 加碼 |
| JustInvest LLC | 2,851 | $123.2 萬 | 0.03% | −987−25.7% | 減碼 |
| Teza Capital Management LLC | 2,842 | $122.8 萬 | 0.16% | +2,260+388.3% | 加碼 |
| Graham Capital Management, L.P. | 2,828 | $122.2 萬 | 0.03% | +2,828 | 新進 |
| GWM Advisors LLC | 2,795 | $120.7 萬 | 0.01% | −64−2.2% | 減碼 |
| Donaldson Capital Management, LLC | 2,785 | $120.3 萬 | 0.05% | −49−1.7% | 減碼 |
| SpiderRock Advisors, LLC | 2,925 | $120.0 萬 | 0.04% | +2,925 | 新進 |
| Tredje AP-fonden | 2,772 | $119.7 萬 | 0.01% | −2,541−47.8% | 減碼 |
| Nordwand Advisors, LLC | 2,768 | $119.6 萬 | 0.46% | −675−19.6% | 減碼 |
| Hilltop Holdings Inc. | 2,745 | $118.6 萬 | 0.13% | −163−5.6% | 減碼 |
| Harvey Investment Co LLC | 2,715 | $117.3 萬 | 0.13% | +2,715 | 新進 |
| Cox Capital Mgt LLC | 2,715 | $117.3 萬 | 0.72% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 2,691 | $116.2 萬 | 0.02% | +2,691 | 新進 |
| Lloyd Advisory Services, LLC. | 2,655 | $114.6 萬 | 0.24% | +2,181+460.1% | 加碼 |
| Centennial Bank | 2,638 | $114.0 萬 | 0.58% | −45−1.7% | 減碼 |
| Change Path, LLC | 2,581 | $111.5 萬 | 0.04% | +630+32.3% | 加碼 |
| Securian Asset Management, Inc | 2,572 | $111.1 萬 | 0.03% | −369−12.5% | 減碼 |
| Lindenwold Advisors | 2,544 | $109.9 萬 | 0.59% | −2−0.1% | 減碼 |
| Charter Oak Capital Management, LLC | 2,540 | $109.7 萬 | 0.12% | 00.0% | 不變 |
| Ascent Group, LLC | 2,521 | $108.9 萬 | 0.10% | −50−1.9% | 減碼 |
| Bokf, NA | 2,488 | $108.0 萬 | 0.02% | −11−0.4% | 減碼 |
| Crossmark Global Holdings, Inc. | 2,493 | $107.7 萬 | 0.02% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,453 | $106.0 萬 | 0.01% | −12−0.5% | 減碼 |
| SG Americas Securities, LLC | 2,451 | $105.9 萬 | 0.01% | +698+39.8% | 加碼 |
| Maryland State Retirement & Pension System | 2,605 | $105.4 萬 | 0.02% | 00.0% | 不變 |
| American National Bank | 2,416 | $104.4 萬 | 0.14% | +2,169+878.1% | 加碼 |
| Atlas Private Wealth Management | 2,404 | $103.8 萬 | 0.44% | +37+1.6% | 加碼 |
| Belpointe Asset Management LLC | 2,303 | $99.5 萬 | 0.07% | +338+17.2% | 加碼 |
| Crawford Investment Counsel Inc | 2,298 | $99.3 萬 | 0.02% | +13+0.6% | 加碼 |
| Groesbeck Investment Management Corp | 2,265 | $97.8 萬 | 1.04% | 00.0% | 不變 |
| Colony Group, LLC | 2,247 | $97.1 萬 | 0.01% | +2,247 | 新進 |
| Wealth Alliance | 2,247 | $97.1 萬 | 0.13% | −117−4.9% | 減碼 |
| First Commonwealth Financial Corp | 2,225 | $96.1 萬 | 0.26% | +2,225 | 新進 |
| M&T Bank Corp | 2,214 | $95.6 萬 | 0.00% | −305−12.1% | 減碼 |
| Financial Advisory Service, Inc. | 2,201 | $95.1 萬 | 0.08% | +10.0% | 加碼 |
| Daiwa Securities Group Inc. | 2,200 | $95.0 萬 | 0.01% | +100+4.8% | 加碼 |
| La Banque Postale Asset Management SA | 2,198 | $94.9 萬 | 0.04% | +2,198 | 新進 |
| Quantitative Investment Management, LLC | 2,186 | $94.4 萬 | 0.06% | +2,186 | 新進 |
| Greenleaf Trust | 2,154 | $93.0 萬 | 0.01% | +2,154 | 新進 |
| Connectus Wealth, LLC | 2,090 | $90.3 萬 | 0.02% | −75−3.5% | 減碼 |
| Janus Henderson Group PLC | 2,075 | $89.5 萬 | 0.00% | +1,303+168.8% | 加碼 |
| Confluence Wealth Services, Inc. | 2,049 | $88.5 萬 | 0.08% | +49+2.5% | 加碼 |
| Bank of Nova Scotia | 2,045 | $88.3 萬 | 0.00% | +155+8.2% | 加碼 |
| Capital Analysts, LLC | 1,996 | $86.2 萬 | 0.04% | 00.0% | 不變 |
| CIBC Asset Management Inc | 1,990 | $86.0 萬 | 0.00% | −10−0.5% | 減碼 |
| Pearl River Capital, LLC | 1,987 | $85.8 萬 | 0.14% | +1,987 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 1,976 | $85.4 萬 | 0.02% | +659+50.0% | 加碼 |
| Parsons Capital Management Inc | 1,967 | $85.0 萬 | 0.06% | −73−3.6% | 減碼 |
| Burney Co | 1,963 | $84.8 萬 | 0.03% | +1+0.1% | 加碼 |
| TrinityPoint Wealth, LLC | 1,952 | $84.3 萬 | 0.14% | +119+6.5% | 加碼 |