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 |
|---|---|---|---|---|---|
| Versor Investments LP | 2,200 | $104.3 萬 | 0.18% | +200+10.0% | 加碼 |
| Financial Advisory Service, Inc. | 2,186 | $103.6 萬 | 0.09% | +6+0.3% | 加碼 |
| CIBC Asset Management Inc | 2,170 | $102.8 萬 | 0.00% | +87+4.2% | 加碼 |
| Janus Henderson Group PLC | 2,168 | $102.8 萬 | 0.00% | 00.0% | 不變 |
| TrinityPoint Wealth, LLC | 2,143 | $101.6 萬 | 0.14% | +126+6.2% | 加碼 |
| Capital Analysts, LLC | 2,128 | $100.9 萬 | 0.04% | +165+8.4% | 加碼 |
| Chicago Capital, LLC | 2,123 | $100.6 萬 | 0.03% | +2,123 | 新進 |
| Catalyst Funds Management Pty Ltd | 2,100 | $99.5 萬 | 0.25% | +2,100 | 新進 |
| SlateStone Wealth, LLC | 2,089 | $99.0 萬 | 0.10% | +37+1.8% | 加碼 |
| National Asset Management, Inc. | 2,080 | $98.6 萬 | 0.03% | +50+2.5% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 2,065 | $97.9 萬 | 0.01% | +1,464+243.6% | 加碼 |
| Sterling Capital Management LLC | 2,050 | $97.1 萬 | 0.01% | +731+55.4% | 加碼 |
| Jain Global LLC | 2,017 | $95.6 萬 | 0.03% | +2,017 | 新進 |
| Parsons Capital Management Inc | 1,973 | $93.5 萬 | 0.05% | +6+0.3% | 加碼 |
| Wealth Alliance | 1,964 | $93.1 萬 | 0.11% | −32−1.6% | 減碼 |
| Commerce Bank | 1,953 | $92.6 萬 | 0.01% | −93−4.5% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 1,949 | $92.4 萬 | 0.04% | +23+1.2% | 加碼 |
| Oak Ridge Investments LLC | 1,939 | $91.9 萬 | 0.07% | +3+0.2% | 加碼 |
| Allianz Asset Management GmbH | 1,922 | $91.1 萬 | 0.00% | −489−20.3% | 減碼 |
| Benchmark Financial Wealth Advisors, LLC | 1,919 | $90.9 萬 | 0.29% | +1,919 | 新進 |
| LVW Advisors, LLC | 1,914 | $90.7 萬 | 0.11% | −12−0.6% | 減碼 |
| Cranbrook Wealth Management, LLC | 1,914 | $90.7 萬 | 0.21% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 1,846 | $87.5 萬 | 0.02% | −129−6.5% | 減碼 |
| First Commonwealth Financial Corp | 1,842 | $87.3 萬 | 0.21% | −383−17.2% | 減碼 |
| Integrated Wealth Concepts LLC | 1,832 | $86.8 萬 | 0.01% | −1,320−41.9% | 減碼 |
| Elevated Capital Advisors, LLC | 1,821 | $86.3 萬 | 0.24% | −2−0.1% | 減碼 |
| Two Sigma Securities, LLC | 1,753 | $83.1 萬 | 0.15% | +204+13.2% | 加碼 |
| M&T Bank Corp | 1,686 | $79.9 萬 | 0.00% | +23+1.4% | 加碼 |
| Adviser Investments LLC | 1,679 | $79.6 萬 | 0.01% | +1,679 | 新進 |
| Lombard Odier Asset Management (USA) Corp | 1,649 | $78.1 萬 | 0.30% | +1,649 | 新進 |
| David Loasby | 1,680 | $77.9 萬 | 0.07% | +131+8.5% | 加碼 |
| M&G Plc | 1,643 | $77.9 萬 | 0.00% | 00.0% | 不變 |
| ProShare Advisors LLC | 1,629 | $77.2 萬 | 0.00% | +112+7.4% | 加碼 |
| E. Ohman J:or Asset Management AB | 1,620 | $76.8 萬 | 0.02% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 1,613 | $76.4 萬 | 0.00% | +377+30.5% | 加碼 |
| Atria Wealth Solutions, Inc. | 1,607 | $76.2 萬 | 0.01% | +197+14.0% | 加碼 |
| Park Avenue Securities LLC | 1,594 | $75.5 萬 | 0.01% | −23−1.4% | 減碼 |
| Trust Point Inc. | 1,593 | $75.5 萬 | 0.05% | +1,593 | 新進 |
| Golden State Equity Partners | 1,582 | $75.0 萬 | 0.14% | +141+9.8% | 加碼 |
| CIBC World Markets Corp | 1,574 | $74.6 萬 | 0.00% | −451−22.3% | 減碼 |
| Webster Bank, N. A. | 1,568 | $74.3 萬 | 0.08% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 1,565 | $74.2 萬 | 0.04% | +592+60.8% | 加碼 |
| Siemens Fonds Invest GmbH | 1,561 | $74.1 萬 | 0.08% | +230+17.3% | 加碼 |
| Moody Lynn & Lieberson, LLC | 1,551 | $73.5 萬 | 0.05% | +8+0.5% | 加碼 |
| Perfromance Wealth Partners, LLC | 1,527 | $72.4 萬 | 0.02% | +96+6.7% | 加碼 |
| Engineers Gate Manager LP | 1,522 | $72.1 萬 | 0.01% | −6,506−81.0% | 減碼 |
| Mayflower Financial Advisors, LLC | 1,503 | $71.2 萬 | 0.11% | −326−17.8% | 減碼 |
| Vident Advisory, LLC | 1,495 | $70.9 萬 | 0.01% | +169+12.7% | 加碼 |
| Farther Finance Advisors, LLC | 1,488 | $70.5 萬 | 0.03% | −144−8.8% | 減碼 |
| Teza Capital Management LLC | 1,488 | $70.5 萬 | 0.11% | −2,612−63.7% | 減碼 |
| Impact Capital Partners LLC | 1,473 | $69.8 萬 | 0.25% | +1,473 | 新進 |
| Moneta Group Investment Advisors LLC | 1,470 | $69.7 萬 | 0.01% | +284+23.9% | 加碼 |
| BHK Investment Advisors, LLC | 1,461 | $69.2 萬 | 0.26% | +2+0.1% | 加碼 |
| Diversify Wealth Management, LLC | 1,481 | $68.7 萬 | 0.05% | −58−3.8% | 減碼 |
| Frank, Rimerman Advisors LLC | 1,426 | $67.6 萬 | 0.05% | 00.0% | 不變 |
| Omers Administration Corp | 1,418 | $67.2 萬 | 0.01% | +245+20.9% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 1,411 | $66.9 萬 | 0.10% | −4−0.3% | 減碼 |
| Donaldson Capital Management, LLC | 1,403 | $66.5 萬 | 0.03% | −26−1.8% | 減碼 |
| Axxcess Wealth Management, LLC | 1,391 | $65.9 萬 | 0.02% | −5−0.4% | 減碼 |
| Advocate Group LLC | 1,384 | $65.6 萬 | 0.12% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,375 | $65.2 萬 | 0.01% | −23−1.6% | 減碼 |
| Tredje AP-fonden | 1,364 | $64.6 萬 | 0.01% | −1,364−50.0% | 減碼 |
| Verity & Verity, LLC | 1,359 | $64.4 萬 | 0.06% | +1,359 | 新進 |
| Entropy Technologies, LP | 1,357 | $64.3 萬 | 0.07% | +1,357 | 新進 |
| Kestra Private Wealth Services, LLC | 1,337 | $63.4 萬 | 0.01% | +364+37.4% | 加碼 |
| Private Advisor Group, LLC | 1,325 | $62.8 萬 | 0.00% | −26−1.9% | 減碼 |
| QRG Capital Management, Inc. | 1,318 | $62.5 萬 | 0.01% | +173+15.1% | 加碼 |
| Parcion Private Wealth LLC | 1,314 | $62.3 萬 | 0.05% | 00.0% | 不變 |
| Tyche Wealth Partners LLC | 1,301 | $61.7 萬 | 0.13% | +1,301 | 新進 |
| Fifth Third Wealth Advisors LLC | 1,299 | $61.6 萬 | 0.03% | +207+19.0% | 加碼 |
| Roundview Capital LLC | 1,282 | $60.8 萬 | 0.04% | +224+21.2% | 加碼 |
| Shelton Capital Management | 1,256 | $59.5 萬 | 0.01% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 1,238 | $58.7 萬 | 0.02% | −34−2.7% | 減碼 |
| Ci Investments Inc. | 1,233 | $58.4 萬 | 0.00% | +49+4.1% | 加碼 |
| Johnson Investment Counsel Inc | 1,222 | $57.9 萬 | 0.01% | +1+0.1% | 加碼 |
| Modera Wealth Management, LLC | 1,210 | $57.3 萬 | 0.01% | +7+0.6% | 加碼 |
| Bank of Hawaii | 1,201 | $56.9 萬 | 0.03% | 00.0% | 不變 |
| Thoroughbred Financial Services, LLC | 1,200 | $56.9 萬 | 0.03% | −146−10.8% | 減碼 |
| Avidian Wealth Solutions, LLC | 1,196 | $56.7 萬 | 0.03% | +21+1.8% | 加碼 |
| First Bank & Trust | 1,195 | $56.6 萬 | 0.11% | −63−5.0% | 減碼 |
| Tudor Financial Inc. | 1,195 | $56.6 萬 | 0.33% | 00.0% | 不變 |
| Lido Advisors, LLC | 1,191 | $56.4 萬 | 0.00% | +84+7.6% | 加碼 |
| Equitable Trust Co | 1,186 | $56.2 萬 | 0.03% | +20+1.7% | 加碼 |
| Burney Co | 1,178 | $55.8 萬 | 0.02% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 1,178 | $55.8 萬 | 0.00% | +527+81.0% | 加碼 |
| Advisor OS, LLC | 1,171 | $55.5 萬 | 0.06% | −822−41.2% | 減碼 |
| Mattern Capital Management, LLC | 1,160 | $55.0 萬 | 0.07% | +51+4.6% | 加碼 |
| Aviva PLC | 1,159 | $54.9 萬 | 0.00% | −190−14.1% | 減碼 |
| Hilltop Holdings Inc. | 1,145 | $54.3 萬 | 0.03% | −88−7.1% | 減碼 |
| Evergreen Capital Management LLC | 1,134 | $53.7 萬 | 0.02% | +34+3.1% | 加碼 |
| Shell Asset Management Co | 1,099 | $52.1 萬 | 0.02% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 1,083 | $51.3 萬 | 0.00% | −168−13.4% | 減碼 |
| Paradigm Financial Partners, LLC | 1,073 | $50.8 萬 | 0.06% | +10+0.9% | 加碼 |
| Flagship Harbor Advisors, LLC | 1,060 | $50.2 萬 | 0.03% | −352−24.9% | 減碼 |
| Cary Street Partners Financial LLC | 1,050 | $49.8 萬 | 0.02% | +1,050 | 新進 |
| Park Place Capital Corp | 1,042 | $49.4 萬 | 0.14% | −7−0.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 1,039 | $49.2 萬 | 0.00% | +239+29.9% | 加碼 |
| Quantum Private Wealth, LLC | 1,038 | $49.2 萬 | 0.16% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 1,032 | $48.9 萬 | 0.01% | +12+1.2% | 加碼 |
| Park National Corp | 1,031 | $48.9 萬 | 0.02% | −101−8.9% | 減碼 |