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 2 季 13F 持有人
Watsco Inc 在 2024/6/30 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
- 778
- 較 2024 年第 1 季 +42 家
- 持有股數
- 3,606 萬
- 較 2024 年第 1 季 −14.0 萬 (−0.4%)
- 總市值
- $167.0 億
- 較 2024 年第 1 季 +$10.8 億 (+6.9%)
- 新進機構
- 108
- 另有 243 家加碼
- 清倉機構
- 66
- 另有 325 家減碼
另有 10 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| TrinityPoint Wealth, LLC | 2,009 | $93.1 萬 | 0.15% | +57+2.9% | 加碼 |
| Wealth Alliance | 1,999 | $92.6 萬 | 0.12% | −248−11.0% | 減碼 |
| Capital Analysts, LLC | 1,996 | $92.5 萬 | 0.04% | 00.0% | 不變 |
| CIBC Asset Management Inc | 1,996 | $92.5 萬 | 0.00% | +6+0.3% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 1,975 | $91.5 萬 | 0.04% | +1,975 | 新進 |
| Parsons Capital Management Inc | 1,967 | $91.1 萬 | 0.06% | 00.0% | 不變 |
| Oak Ridge Investments LLC | 1,962 | $90.9 萬 | 0.09% | +84+4.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 1,955 | $90.6 萬 | 0.01% | +52+2.7% | 加碼 |
| Maxi Investments CY Ltd | 1,927 | $89.3 萬 | 0.20% | 00.0% | 不變 |
| SlateStone Wealth, LLC | 1,925 | $89.2 萬 | 0.10% | +122+6.8% | 加碼 |
| Stock Yards Bank & Trust Co | 1,898 | $87.9 萬 | 0.03% | 00.0% | 不變 |
| Bridges Investment Management Inc | 1,887 | $87.4 萬 | 0.01% | +1,887 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 1,856 | $86.0 萬 | 0.03% | −5−0.3% | 減碼 |
| Elevated Capital Advisors, LLC | 1,850 | $85.7 萬 | 0.24% | +1,850 | 新進 |
| Vident Advisory, LLC | 1,830 | $84.8 萬 | 0.02% | +987+117.1% | 加碼 |
| CIBC World Markets Corp | 1,830 | $84.8 萬 | 0.01% | +443+31.9% | 加碼 |
| Mayflower Financial Advisors, LLC | 1,827 | $84.6 萬 | 0.14% | +1+0.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 1,784 | $82.6 萬 | 0.01% | +262+17.2% | 加碼 |
| M&G Plc | 1,774 | $82.1 萬 | 0.00% | +1,774 | 新進 |
| Veriti Management LLC | 1,748 | $81.0 萬 | 0.05% | +399+29.6% | 加碼 |
| Bank of Nova Scotia | 1,715 | $79.4 萬 | 0.00% | −330−16.1% | 減碼 |
| LVW Advisors, LLC | 1,712 | $79.3 萬 | 0.12% | +179+11.7% | 加碼 |
| Fiduciary Family Office, LLC | 1,711 | $79.3 萬 | 0.31% | −1,147−40.1% | 減碼 |
| Park Avenue Securities LLC | 1,710 | $79.2 萬 | 0.01% | −74−4.1% | 減碼 |
| Norden Group LLC | 1,700 | $78.8 萬 | 0.16% | −129−7.1% | 減碼 |
| M&T Bank Corp | 1,697 | $78.6 萬 | 0.00% | −517−23.4% | 減碼 |
| Modera Wealth Management, LLC | 1,691 | $78.3 萬 | 0.01% | −84−4.7% | 減碼 |
| Diversify Wealth Management, LLC | 1,658 | $76.5 萬 | 0.10% | +1,658 | 新進 |
| E. Ohman J:or Asset Management AB | 1,620 | $75.0 萬 | 0.02% | +320+24.6% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 1,612 | $74.7 萬 | 0.03% | −15−0.9% | 減碼 |
| Skye Global Management LP | 1,575 | $73.0 萬 | 0.02% | +1,575 | 新進 |
| David Loasby | 1,494 | $72.6 萬 | 0.07% | +263+21.4% | 加碼 |
| Donaldson Capital Management, LLC | 1,553 | $71.9 萬 | 0.03% | −1,232−44.2% | 減碼 |
| Moody Lynn & Lieberson, LLC | 1,543 | $71.5 萬 | 0.05% | −35−2.2% | 減碼 |
| ProShare Advisors LLC | 1,509 | $69.9 萬 | 0.00% | −16−1.0% | 減碼 |
| Webster Bank, N. A. | 1,493 | $69.2 萬 | 0.08% | 00.0% | 不變 |
| Groesbeck Investment Management Corp | 1,486 | $68.8 萬 | 0.95% | −779−34.4% | 減碼 |
| Bayesian Capital Management, LP | 1,470 | $68.1 萬 | 0.08% | +1,470 | 新進 |
| Frank, Rimerman Advisors LLC | 1,462 | $67.7 萬 | 0.05% | +1,462 | 新進 |
| Alps Advisors Inc | 1,460 | $67.6 萬 | 0.00% | 00.0% | 不變 |
| Yarbrough Capital, LLC | 1,447 | $67.0 萬 | 0.03% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 1,440 | $66.7 萬 | 0.04% | +415+40.5% | 加碼 |
| Vontobel Holding Ltd. | 1,440 | $66.7 萬 | 0.00% | +956+197.5% | 加碼 |
| Integrated Wealth Concepts LLC | 1,438 | $66.6 萬 | 0.01% | −190−11.7% | 減碼 |
| Thoroughbred Financial Services, LLC | 1,419 | $65.7 萬 | 0.04% | +1,419 | 新進 |
| Parallel Advisors, LLC | 1,416 | $65.6 萬 | 0.02% | −26−1.8% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 1,415 | $65.5 萬 | 0.09% | +5+0.4% | 加碼 |
| BHK Investment Advisors, LLC | 1,413 | $65.5 萬 | 0.26% | +58+4.3% | 加碼 |
| Axxcess Wealth Management, LLC | 1,413 | $65.4 萬 | 0.02% | −9−0.6% | 減碼 |
| Advocate Group LLC | 1,384 | $64.1 萬 | 0.13% | 00.0% | 不變 |
| Private Advisor Group, LLC | 1,376 | $63.7 萬 | 0.00% | −12−0.9% | 減碼 |
| NBC Securities, Inc. | 1,377 | $63.7 萬 | 0.06% | −277−16.7% | 減碼 |
| Verition Fund Management LLC | 1,346 | $62.4 萬 | 0.00% | +440+48.6% | 加碼 |
| Perfromance Wealth Partners, LLC | 1,330 | $61.6 萬 | 0.02% | 00.0% | 不變 |
| Paloma Partners Management Co | 1,321 | $61.2 萬 | 0.05% | +810+158.5% | 加碼 |
| Atria Wealth Solutions, Inc. | 1,305 | $60.5 萬 | 0.01% | +644+97.4% | 加碼 |
| Aviva PLC | 1,305 | $60.5 萬 | 0.00% | −263−16.8% | 減碼 |
| Cranbrook Wealth Management, LLC | 1,304 | $60.4 萬 | 0.15% | +1,304 | 新進 |
| Donoghue Forlines LLC | 1,293 | $59.9 萬 | 0.17% | +98+8.2% | 加碼 |
| Commerce Bank | 1,283 | $59.4 萬 | 0.00% | +5+0.4% | 加碼 |
| Shelton Capital Management | 1,274 | $59.0 萬 | 0.02% | −156−10.9% | 減碼 |
| Kestra Advisory Services, LLC | 1,274 | $59.0 萬 | 0.00% | −40−3.0% | 減碼 |
| First Bank & Trust | 1,263 | $58.5 萬 | 0.12% | −28−2.2% | 減碼 |
| Ostrum Asset Management | 1,229 | $56.9 萬 | 0.05% | −95−7.2% | 減碼 |
| Johnson Investment Counsel Inc | 1,221 | $56.6 萬 | 0.01% | −15−1.2% | 減碼 |
| Moneta Group Investment Advisors LLC | 1,215 | $56.3 萬 | 0.01% | −78−6.0% | 減碼 |
| Capstone Investment Advisors, LLC | 1,211 | $56.1 萬 | 0.01% | +1,211 | 新進 |
| Symmetry Partners, LLC | 1,202 | $55.7 萬 | 0.03% | 00.0% | 不變 |
| Bank of Hawaii | 1,201 | $55.6 萬 | 0.03% | 00.0% | 不變 |
| nVerses Capital, LLC | 1,200 | $55.6 萬 | 0.33% | +1,200 | 新進 |
| Burney Co | 1,178 | $54.6 萬 | 0.02% | −785−40.0% | 減碼 |
| Hilltop Holdings Inc. | 1,177 | $54.5 萬 | 0.06% | −1,568−57.1% | 減碼 |
| Omers Administration Corp | 1,173 | $54.3 萬 | 0.01% | +1,173 | 新進 |
| Clearstead Advisors, LLC | 1,168 | $54.1 萬 | 0.01% | +1,134+3,335.3% | 加碼 |
| Avidian Wealth Solutions, LLC | 1,168 | $54.1 萬 | 0.03% | −267−18.6% | 減碼 |
| Equitable Trust Co | 1,141 | $52.9 萬 | 0.04% | −342−23.1% | 減碼 |
| Icon Wealth Advisors, LLC | 1,075 | $52.6 萬 | 0.05% | +5+0.5% | 加碼 |
| Park National Corp | 1,133 | $52.5 萬 | 0.02% | +1+0.1% | 加碼 |
| Paradigm Financial Partners, LLC | 1,119 | $51.8 萬 | 0.08% | −5−0.4% | 減碼 |
| Credit Agricole S A | 1,118 | $51.8 萬 | 0.00% | +1,118 | 新進 |
| Everpar Advisors LLC | 1,099 | $50.9 萬 | 0.25% | +77+7.5% | 加碼 |
| Fifth Third Wealth Advisors LLC | 1,079 | $50.0 萬 | 0.04% | +1,079 | 新進 |
| Golden State Equity Partners | 1,077 | $49.9 萬 | 0.10% | +1,077 | 新進 |
| Evergreen Capital Management LLC | 1,076 | $49.8 萬 | 0.02% | +445+70.5% | 加碼 |
| Seeds Investor LLC | 1,061 | $49.1 萬 | 0.25% | +1,061 | 新進 |
| Park Place Capital Corp | 1,057 | $49.0 萬 | 0.16% | 00.0% | 不變 |
| Roundview Capital LLC | 1,039 | $48.1 萬 | 0.04% | 00.0% | 不變 |
| Quantum Private Wealth, LLC | 1,038 | $48.1 萬 | 0.17% | 00.0% | 不變 |
| Ieq Capital, LLC | 1,027 | $47.6 萬 | 0.01% | +145+16.4% | 加碼 |
| Ci Investments Inc. | 1,024 | $47.4 萬 | 0.00% | +25+2.5% | 加碼 |
| Valeo Financial Advisors, LLC | 1,019 | $47.2 萬 | 0.01% | +2+0.2% | 加碼 |
| QRG Capital Management, Inc. | 1,018 | $47.2 萬 | 0.01% | +173+20.5% | 加碼 |
| Mattern Capital Management, LLC | 1,004 | $46.5 萬 | 0.06% | +185+22.6% | 加碼 |
| Kestra Private Wealth Services, LLC | 1,000 | $46.3 萬 | 0.01% | +82+8.9% | 加碼 |
| Tompkins Financial Corp | 1,000 | $46.3 萬 | 0.05% | 00.0% | 不變 |
| Clarius Group, LLC | 1,000 | $46.3 萬 | 0.03% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 991 | $45.9 萬 | 0.03% | 00.0% | 不變 |
| MJP Associates Inc | 989 | $45.8 萬 | 0.10% | +19+2.0% | 加碼 |
| Fifth Third Bancorp | 985 | $45.6 萬 | 0.00% | −239−19.5% | 減碼 |
| Federation des caisses Desjardins du Quebec | 971 | $45.0 萬 | 0.00% | +273+39.1% | 加碼 |