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 4 季 13F 持有人
Watsco Inc 在 2024/12/31 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
- 822
- 較 2024 年第 3 季 +43 家
- 持有股數
- 3,535 萬
- 較 2024 年第 3 季 +7.05 萬 (+0.2%)
- 總市值
- $167.5 億
- 較 2024 年第 3 季 −$4.87 億 (−2.8%)
- 新進機構
- 108
- 另有 273 家加碼
- 清倉機構
- 65
- 另有 307 家減碼
另有 10 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 5,093 | $241.4 萬 | 0.05% | +5,093 | 新進 |
| Barbara Oil Co. | 5,000 | $236.9 萬 | 0.98% | 00.0% | 不變 |
| Crown Advisors Management, Inc. | 5,000 | $236.9 萬 | 1.52% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 4,982 | $236.1 萬 | 0.07% | −139−2.7% | 減碼 |
| AIA Group Ltd | 4,979 | $235.9 萬 | 0.06% | −2,968−37.3% | 減碼 |
| Univest Financial Corp | 4,928 | $233.5 萬 | 0.15% | +26+0.5% | 加碼 |
| Jump Financial, LLC | 4,672 | $221.4 萬 | 0.05% | +4,672 | 新進 |
| Nomura Holdings Inc | 4,622 | $219.0 萬 | 0.01% | +4,622 | 新進 |
| Avantax Advisory Services, Inc. | 4,582 | $217.1 萬 | 0.01% | +39+0.9% | 加碼 |
| Toronto Dominion Bank | 4,552 | $215.7 萬 | 0.00% | +294+6.9% | 加碼 |
| Northwest & Ethical Investments L.P. | 4,552 | $215.7 萬 | 0.06% | −3,320−42.2% | 減碼 |
| EverSource Wealth Advisors, LLC | 4,500 | $213.2 萬 | 0.12% | +391+9.5% | 加碼 |
| First Hawaiian Bank | 4,435 | $210.2 萬 | 0.07% | +46+1.0% | 加碼 |
| Credit Agricole S A | 4,355 | $206.4 萬 | 0.01% | +1,642+60.5% | 加碼 |
| Nissay Asset Management Corp | 4,296 | $206.2 萬 | 0.01% | −11−0.3% | 減碼 |
| Lee Financial Co | 4,223 | $200.1 萬 | 0.28% | −68−1.6% | 減碼 |
| Wolverine Asset Management LLC | 4,200 | $199.0 萬 | 0.04% | +900+27.3% | 加碼 |
| CWM Advisors, LLC | 4,151 | $196.7 萬 | 0.22% | −91−2.1% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 4,106 | $194.6 萬 | 0.02% | −135−3.2% | 減碼 |
| Taylor Frigon Capital Management LLC | 4,085 | $193.6 萬 | 0.98% | −129−3.1% | 減碼 |
| Gateway Investment Advisers LLC | 4,032 | $191.1 萬 | 0.02% | −521−11.4% | 減碼 |
| Prudential Financial Inc | 3,994 | $189.3 萬 | 0.00% | −863−17.8% | 減碼 |
| State of Alaska, Department of Revenue | 3,972 | $188.2 萬 | 0.02% | −65−1.6% | 減碼 |
| Avanza Fonder AB | 3,913 | $185.4 萬 | 0.06% | +3,913 | 新進 |
| Birch Capital Management, LLC | 3,905 | $185.1 萬 | 0.93% | −133−3.3% | 減碼 |
| RFG Advisory, LLC | 3,893 | $184.5 萬 | 0.05% | −61−1.5% | 減碼 |
| Fiducient Advisors LLC | 3,873 | $183.5 萬 | 0.23% | +3,873 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 3,866 | $183.2 萬 | 0.01% | −32−0.8% | 減碼 |
| JustInvest LLC | 3,840 | $182.0 萬 | 0.03% | +189+5.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 3,801 | $180.1 萬 | 0.02% | +645+20.4% | 加碼 |
| Trueblood Wealth Management, LLC | 3,783 | $179.3 萬 | 0.88% | +103+2.8% | 加碼 |
| Capital Investment Advisory Services, LLC | 3,735 | $177.0 萬 | 0.17% | 00.0% | 不變 |
| Ethic Inc. | 3,705 | $175.6 萬 | 0.04% | +533+16.8% | 加碼 |
| Graham Capital Management, L.P. | 3,700 | $175.3 萬 | 0.05% | +3,700 | 新進 |
| Perigon Wealth Management, LLC | 3,536 | $173.7 萬 | 0.04% | +3,536 | 新進 |
| Umb Bank N A | 3,646 | $172.8 萬 | 0.03% | +62+1.7% | 加碼 |
| Schechter Investment Advisors, LLC | 3,593 | $170.3 萬 | 0.13% | −73−2.0% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 3,582 | $169.7 萬 | 0.01% | −161−4.3% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 3,577 | $169.5 萬 | 0.08% | −1,466−29.1% | 減碼 |
| Prime Capital Investment Advisors, LLC | 3,509 | $166.3 萬 | 0.02% | −119−3.3% | 減碼 |
| STRS Ohio | 3,484 | $165.1 萬 | 0.01% | +239+7.4% | 加碼 |
| Brown Advisory Inc | 3,367 | $159.6 萬 | 0.00% | −490−12.7% | 減碼 |
| CoreCap Advisors, LLC | 3,357 | $159.1 萬 | 0.07% | +236+7.6% | 加碼 |
| Citizens Financial Group Inc | 3,299 | $156.3 萬 | 0.03% | +82+2.5% | 加碼 |
| Susquehanna International Group, LLP | 3,288 | $155.8 萬 | 0.00% | +2,386+264.5% | 加碼 |
| Saturna Capital CORP | 3,263 | $154.6 萬 | 0.02% | +284+9.5% | 加碼 |
| MML Investors Services, LLC | 3,210 | $152.1 萬 | 0.01% | +293+10.0% | 加碼 |
| Access Financial Services, Inc. | 3,207 | $152.0 萬 | 0.68% | +14+0.4% | 加碼 |
| Alpha Omega Wealth Management LLC | 3,205 | $151.9 萬 | 0.29% | 00.0% | 不變 |
| Campbell Capital Management Inc | 3,200 | $151.6 萬 | 0.59% | −300−8.6% | 減碼 |
| Two Sigma Advisers, LP | 3,200 | $151.6 萬 | 0.00% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,196 | $151.5 萬 | 0.02% | 00.0% | 不變 |
| Mirabaud Asset Management Ltd | 3,166 | $150.3 萬 | 0.70% | −279−8.1% | 減碼 |
| FORA Capital, LLC | 3,170 | $150.2 萬 | 0.17% | +3,170 | 新進 |
| Chicago Trust Co NA | 3,121 | $147.9 萬 | 0.26% | −809−20.6% | 減碼 |
| Federated Hermes, Inc. | 3,102 | $147.0 萬 | 0.00% | −153−4.7% | 減碼 |
| J. W. Coons Advisors, LLC | 3,074 | $145.7 萬 | 0.37% | +75+2.5% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,060 | $145.0 萬 | 0.05% | −239−7.2% | 減碼 |
| Shaker Investments LLC | 3,059 | $145.0 萬 | 0.61% | −4,512−59.6% | 減碼 |
| GWM Advisors LLC | 3,046 | $144.4 萬 | 0.01% | −36−1.2% | 減碼 |
| Semanteon Capital Management, LP | 3,036 | $143.9 萬 | 0.77% | +723+31.3% | 加碼 |
| Lake Street Advisors Group, LLC | 3,011 | $142.7 萬 | 0.07% | +2,229+285.0% | 加碼 |
| Annandale Capital, LLC | 3,009 | $142.6 萬 | 0.28% | +3+0.1% | 加碼 |
| Freemont Management S.A. | 3,000 | $142.2 萬 | 0.70% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 2,943 | $139.5 萬 | 0.09% | −13−0.4% | 減碼 |
| Eastern Bank | 2,934 | $139.0 萬 | 0.03% | −40−1.3% | 減碼 |
| Change Path, LLC | 2,927 | $138.7 萬 | 0.04% | +107+3.8% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 2,915 | $138.1 萬 | 0.09% | +2,915 | 新進 |
| Portside Wealth Group, LLC | 2,906 | $137.7 萬 | 0.23% | +80+2.8% | 加碼 |
| Confluence Wealth Services, Inc. | 2,745 | $136.7 萬 | 0.09% | +456+19.9% | 加碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 2,812 | $133.3 萬 | 0.02% | +2,812 | 新進 |
| Daiwa Securities Group Inc. | 2,800 | $132.7 萬 | 0.01% | +100+3.7% | 加碼 |
| Mercer Global Advisors Inc | 2,797 | $132.5 萬 | 0.00% | −945−25.3% | 減碼 |
| Belpointe Asset Management LLC | 2,734 | $130.0 萬 | 0.08% | −9−0.3% | 減碼 |
| Oddo BHF Asset Management SAS | 2,726 | $129.2 萬 | 0.07% | +19+0.7% | 加碼 |
| Harvey Investment Co LLC | 2,715 | $128.7 萬 | 0.15% | +30+1.1% | 加碼 |
| Ontario Teachers Pension Plan Board | 2,707 | $128.3 萬 | 0.02% | −370−12.0% | 減碼 |
| Securian Asset Management, Inc | 2,706 | $128.2 萬 | 0.04% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 2,624 | $124.3 萬 | 0.02% | +1,707+186.2% | 加碼 |
| Gulf International Bank (UK) Ltd | 2,617 | $124.0 萬 | 0.03% | −24−0.9% | 減碼 |
| Beacon Pointe Advisors, LLC | 2,584 | $122.5 萬 | 0.01% | −13−0.5% | 減碼 |
| Charter Oak Capital Management, LLC | 2,551 | $120.9 萬 | 0.11% | +10.0% | 加碼 |
| Knollwood Investment Advisory, LLC | 2,523 | $119.6 萬 | 0.13% | 00.0% | 不變 |
| Centennial Bank | 2,519 | $119.4 萬 | 0.56% | −56−2.2% | 減碼 |
| Bridges Investment Management Inc | 2,495 | $118.2 萬 | 0.02% | +608+32.2% | 加碼 |
| Concurrent Investment Advisors, LLC | 2,489 | $118.0 萬 | 0.03% | −295−10.6% | 減碼 |
| Massachusetts Financial Services Co | 2,488 | $117.9 萬 | 0.00% | −343−12.1% | 減碼 |
| Steward Partners Investment Advisory, LLC | 2,462 | $116.7 萬 | 0.01% | +473+23.8% | 加碼 |
| Lindenwold Advisors | 2,437 | $115.5 萬 | 0.62% | −93−3.7% | 減碼 |
| Bokf, NA | 2,480 | $115.0 萬 | 0.02% | −15−0.6% | 減碼 |
| Vestcor Inc | 2,396 | $113.5 萬 | 0.04% | −7,635−76.1% | 減碼 |
| American National Bank | 2,380 | $112.8 萬 | 0.13% | −6−0.3% | 減碼 |
| Crossmark Global Holdings, Inc. | 2,330 | $110.4 萬 | 0.02% | −180−7.2% | 減碼 |
| RSM US Wealth Management LLC | 2,293 | $108.9 萬 | 0.02% | +1,229+115.5% | 加碼 |
| Norden Group LLC | 2,292 | $108.6 萬 | 0.12% | −34−1.5% | 減碼 |
| Ascent Group, LLC | 2,270 | $107.6 萬 | 0.08% | −5−0.2% | 減碼 |
| Crawford Investment Counsel Inc | 2,263 | $107.2 萬 | 0.02% | 00.0% | 不變 |
| Swiss Life Asset Management Ltd | 2,220 | $105.0 萬 | 0.01% | +1,570+241.5% | 加碼 |
| Stock Yards Bank & Trust Co | 2,209 | $104.7 萬 | 0.04% | +341+18.3% | 加碼 |
| Cox Capital Mgt LLC | 2,200 | $104.3 萬 | 0.67% | 00.0% | 不變 |