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 3 季 13F 持有人
Watsco Inc 在 2024/9/30 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
- 789
- 較 2024 年第 2 季 +21 家
- 持有股數
- 3,568 萬
- 較 2024 年第 2 季 +350.3 萬 (+10.9%)
- 總市值
- $174.4 億
- 較 2024 年第 2 季 +$25.4 億 (+17.0%)
- 新進機構
- 87
- 另有 296 家加碼
- 清倉機構
- 66
- 另有 290 家減碼
另有 10 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 4,700 | $231.2 萬 | 0.00% | +4,700 | 新進 |
| Gateway Investment Advisers LLC | 4,553 | $224.0 萬 | 0.02% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 4,543 | $223.5 萬 | 0.01% | +132+3.0% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 4,493 | $221.0 萬 | 0.00% | −573−11.3% | 減碼 |
| First Hawaiian Bank | 4,389 | $215.9 萬 | 0.07% | −430−8.9% | 減碼 |
| Nissay Asset Management Corp | 4,307 | $211.9 萬 | 0.01% | +248+6.1% | 加碼 |
| Intrepid Capital Management Inc | 4,294 | $211.2 萬 | 1.17% | +3,521+455.5% | 加碼 |
| Lee Financial Co | 4,291 | $211.1 萬 | 0.30% | −80−1.8% | 減碼 |
| Toronto Dominion Bank | 4,258 | $209.4 萬 | 0.00% | +1,038+32.2% | 加碼 |
| CWM Advisors, LLC | 4,242 | $208.7 萬 | 0.21% | −2,123−33.4% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 4,241 | $208.6 萬 | 0.02% | −15−0.4% | 減碼 |
| Taylor Frigon Capital Management LLC | 4,214 | $207.3 萬 | 1.03% | −156−3.6% | 減碼 |
| Weiss Asset Management LP | 4,199 | $206.5 萬 | 0.05% | +4,199 | 新進 |
| TrimTabs Asset Management, LLC | 4,188 | $206.0 萬 | 0.48% | +1,599+61.8% | 加碼 |
| Raymond James Trust N.A. | 4,168 | $205.0 萬 | 0.04% | −86−2.0% | 減碼 |
| EverSource Wealth Advisors, LLC | 4,109 | $202.1 萬 | 0.13% | +400+10.8% | 加碼 |
| Teza Capital Management LLC | 4,100 | $201.7 萬 | 0.22% | −1,556−27.5% | 減碼 |
| Zurich Insurance Group Ltd | 4,100 | $201.7 萬 | 0.02% | 00.0% | 不變 |
| Holocene Advisors, LP | 4,092 | $201.3 萬 | 0.01% | +3,569+682.4% | 加碼 |
| Birch Capital Management, LLC | 4,038 | $198.6 萬 | 0.97% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 4,037 | $198.5 萬 | 0.02% | +560+16.1% | 加碼 |
| Verition Fund Management LLC | 3,973 | $195.4 萬 | 0.01% | +2,627+195.2% | 加碼 |
| RFG Advisory, LLC | 3,954 | $194.5 萬 | 0.06% | +215+5.8% | 加碼 |
| Chicago Trust Co NA | 3,930 | $193.3 萬 | 0.33% | +678+20.8% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 3,898 | $191.7 萬 | 0.01% | −495−11.3% | 減碼 |
| Brown Advisory Inc | 3,857 | $189.7 萬 | 0.00% | +234+6.5% | 加碼 |
| Quantitative Investment Management, LLC | 3,823 | $188.0 萬 | 0.19% | +3,823 | 新進 |
| Mercer Global Advisors Inc | 3,742 | $185.5 萬 | 0.00% | +74+2.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 3,743 | $184.1 萬 | 0.01% | +80+2.2% | 加碼 |
| Capital Investment Advisory Services, LLC | 3,735 | $183.7 萬 | 0.17% | 00.0% | 不變 |
| Trueblood Wealth Management, LLC | 3,680 | $181.0 萬 | 0.91% | +38+1.0% | 加碼 |
| Schechter Investment Advisors, LLC | 3,666 | $180.3 萬 | 0.13% | −716−16.3% | 減碼 |
| JustInvest LLC | 3,651 | $179.6 萬 | 0.03% | +152+4.3% | 加碼 |
| Public Employees Retirement Association of Colorado | 3,650 | $179.5 萬 | 0.01% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 3,628 | $178.5 萬 | 0.03% | +140+4.0% | 加碼 |
| Umb Bank N A | 3,584 | $176.3 萬 | 0.03% | +73+2.1% | 加碼 |
| PEAK6 Investments LLC | 3,551 | $174.7 萬 | 0.09% | −4,271−54.6% | 減碼 |
| Campbell Capital Management Inc | 3,500 | $172.2 萬 | 0.68% | +3,000+600.0% | 加碼 |
| Mirabaud Asset Management Ltd | 3,445 | $170.9 萬 | 0.70% | +735+27.1% | 加碼 |
| Centiva Capital, LP | 3,445 | $169.5 萬 | 0.08% | +3,445 | 新進 |
| Deerfield Management Company, L.P. (Series C) | 3,401 | $167.3 萬 | 0.02% | +3,401 | 新進 |
| Johnson Financial Group, Inc. | 3,342 | $164.4 萬 | 0.08% | −1,450−30.3% | 減碼 |
| Wolverine Asset Management LLC | 3,300 | $162.3 萬 | 0.03% | +3,300 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,299 | $162.3 萬 | 0.06% | +10.0% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 3,270 | $160.8 萬 | 0.00% | +3,270 | 新進 |
| Federated Hermes, Inc. | 3,255 | $160.1 萬 | 0.00% | +176+5.7% | 加碼 |
| STRS Ohio | 3,245 | $159.6 萬 | 0.01% | −325−9.1% | 減碼 |
| Citizens Financial Group Inc | 3,217 | $158.2 萬 | 0.03% | +929+40.6% | 加碼 |
| Alpha Omega Wealth Management LLC | 3,205 | $157.6 萬 | 0.29% | −33−1.0% | 減碼 |
| Two Sigma Advisers, LP | 3,200 | $157.4 萬 | 0.00% | −100−3.0% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,196 | $157.2 萬 | 0.02% | 00.0% | 不變 |
| Access Financial Services, Inc. | 3,193 | $157.1 萬 | 0.72% | −441−12.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 3,156 | $156.9 萬 | 0.01% | +252+8.7% | 加碼 |
| Integrated Wealth Concepts LLC | 3,152 | $155.0 萬 | 0.02% | +1,714+119.2% | 加碼 |
| Redwood Investment Management, LLC | 3,104 | $154.0 萬 | 0.14% | +120+4.0% | 加碼 |
| CoreCap Advisors, LLC | 3,121 | $153.5 萬 | 0.07% | +3,121 | 新進 |
| GWM Advisors LLC | 3,082 | $151.6 萬 | 0.01% | +509+19.8% | 加碼 |
| Ontario Teachers Pension Plan Board | 3,077 | $151.4 萬 | 0.01% | −2,176−41.4% | 減碼 |
| Walleye Trading LLC | 3,024 | $148.7 萬 | 0.04% | +422+16.2% | 加碼 |
| Annandale Capital, LLC | 3,006 | $147.9 萬 | 0.30% | 00.0% | 不變 |
| Freemont Management S.A. | 3,000 | $147.6 萬 | 0.77% | +3,000 | 新進 |
| J. W. Coons Advisors, LLC | 2,999 | $147.5 萬 | 0.37% | +20+0.7% | 加碼 |
| Saturna Capital CORP | 2,979 | $146.5 萬 | 0.02% | +89+3.1% | 加碼 |
| Eastern Bank | 2,974 | $146.3 萬 | 0.03% | +2,974 | 新進 |
| Procyon Private Wealth Partners, LLC | 2,956 | $145.4 萬 | 0.10% | −196−6.2% | 減碼 |
| B.O.S.S. Retirement Advisors, LLC | 2,917 | $143.5 萬 | 0.29% | −38−1.3% | 減碼 |
| MML Investors Services, LLC | 2,917 | $143.5 萬 | 0.01% | −45−1.5% | 減碼 |
| Americana Partners, LLC | 2,889 | $142.1 萬 | 0.10% | −166−5.4% | 減碼 |
| Massachusetts Financial Services Co | 2,831 | $139.3 萬 | 0.00% | −17,714−86.2% | 減碼 |
| Portside Wealth Group, LLC | 2,826 | $139.0 萬 | 0.24% | +5+0.2% | 加碼 |
| Change Path, LLC | 2,820 | $138.7 萬 | 0.05% | +499+21.5% | 加碼 |
| Ethic Inc. | 3,172 | $137.0 萬 | 0.03% | −10−0.3% | 減碼 |
| Concurrent Investment Advisors, LLC | 2,784 | $136.9 萬 | 0.04% | −341−10.9% | 減碼 |
| Walleye Capital LLC | 2,763 | $135.9 萬 | 0.01% | −16,140−85.4% | 減碼 |
| Belpointe Asset Management LLC | 2,743 | $135.0 萬 | 0.08% | +400+17.1% | 加碼 |
| Tredje AP-fonden | 2,728 | $134.2 萬 | 0.01% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 2,721 | $133.9 萬 | 0.14% | +454+20.0% | 加碼 |
| Credit Agricole S A | 2,713 | $133.4 萬 | 0.01% | +1,595+142.7% | 加碼 |
| Oddo BHF Asset Management SAS | 2,707 | $133.2 萬 | 0.07% | +2,707 | 新進 |
| Securian Asset Management, Inc | 2,706 | $133.1 萬 | 0.04% | +134+5.2% | 加碼 |
| Daiwa Securities Group Inc. | 2,700 | $132.8 萬 | 0.01% | +300+12.5% | 加碼 |
| Harvey Investment Co LLC | 2,685 | $132.1 萬 | 0.15% | 00.0% | 不變 |
| Gulf International Bank (UK) Ltd | 2,641 | $129.9 萬 | 0.03% | −117−4.2% | 減碼 |
| Edgestream Partners, L.P. | 2,634 | $129.6 萬 | 0.06% | +2,634 | 新進 |
| Beacon Pointe Advisors, LLC | 2,597 | $127.7 萬 | 0.01% | −271−9.4% | 減碼 |
| Centennial Bank | 2,575 | $126.7 萬 | 0.58% | −52−2.0% | 減碼 |
| Charter Oak Capital Management, LLC | 2,550 | $125.4 萬 | 0.12% | +50+2.0% | 加碼 |
| Lindenwold Advisors | 2,530 | $124.4 萬 | 0.63% | +49+2.0% | 加碼 |
| Knollwood Investment Advisory, LLC | 2,523 | $124.1 萬 | 0.13% | −74−2.8% | 減碼 |
| Crossmark Global Holdings, Inc. | 2,510 | $123.4 萬 | 0.02% | +347+16.0% | 加碼 |
| Bokf, NA | 2,495 | $120.8 萬 | 0.02% | +50+2.0% | 加碼 |
| Allianz Asset Management GmbH | 2,411 | $118.6 萬 | 0.00% | +196+8.8% | 加碼 |
| American National Bank | 2,386 | $117.4 萬 | 0.14% | −12−0.5% | 減碼 |
| Norden Group LLC | 2,326 | $114.4 萬 | 0.14% | +626+36.8% | 加碼 |
| Semanteon Capital Management, LP | 2,313 | $113.8 萬 | 0.77% | +1,548+202.4% | 加碼 |
| Crestline Management, LP | 2,299 | $113.1 萬 | 0.06% | +2,299 | 新進 |
| Seven Eight Capital, LP | 2,298 | $113.0 萬 | 0.10% | +2,298 | 新進 |
| Confluence Wealth Services, Inc. | 2,289 | $112.5 萬 | 0.08% | +120+5.5% | 加碼 |
| Ascent Group, LLC | 2,275 | $111.9 萬 | 0.08% | −144−6.0% | 減碼 |
| Toroso Investments, LLC | 2,269 | $111.6 萬 | 0.01% | +69+3.1% | 加碼 |