跳到主要內容
Livermore
Livermore
中文EN

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

2025 年第 1 季與 2024 年第 4 季比較

持有 Watsco Inc 的機構從 2024 年第 4 季到 2025 年第 1 季的變化。

2025 年第 1 季全部持有人2024 年第 4 季全部持有人

WSO 的 13F 持有人：2024 年第 4 季與 2025 年第 1 季比較
項目2024 年第 4 季其中尚未申報 2025 年第 1 季2025 年第 1 季變化
持有家數82213840+31
股數3,535 萬53.6 萬3,531 萬+50.2 萬 (+1.4%)
市值$167.5 億$2.54 億$179.4 億+$14.4 億 (+8.7%)

13 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（93 家）

2025 年第 1 季季末持有 Watsco Inc、2024 年第 4 季季末沒有持有的機構。

2025 年第 1 季新進 WSO 的機構
機構股數市值佔組合 %
Jacobs Levy Equity Management, Inc107,290$5,454 萬0.22%
Nuveen, LLC81,089$4,122 萬0.01%
Caisse de Depot Et Placement du Quebec24,755$1,258 萬0.03%
Scopus Asset Management, L.P.15,718$798.9 萬0.29%
Nicholas Company, Inc.11,373$578.1 萬0.10%
Universal- Beteiligungs- und Servicegesellschaft mbH9,270$471.2 萬0.01%
Algert Global LLC7,130$362.4 萬0.09%
Trexquant Investment LP5,868$298.3 萬0.03%
Generali Asset Management SPA SGR5,787$294.2 萬0.07%
Teacher Retirement System of Texas5,092$258.8 萬0.01%
OP Asset Management Ltd3,890$197.7 萬0.03%
HRT Financial LP3,577$181.8 萬0.01%
SummitTX Capital, L.P.3,063$155.7 萬0.07%
AG2R la Mondiale Gestion D'Actifs2,871$127.3 萬0.07%
United Services Automobile Association2,244$112.6 萬0.03%
Occudo Quantitative Strategies LP2,135$107.2 萬0.14%
Tounjian Advisory Partners, LLC1,980$100.7 萬0.19%
Harvest Investment Services, LLC1,589$80.8 萬0.23%
Andra AP-fonden1,580$80.3 萬0.01%
Sumitomo Life Insurance Co1,353$68.8 萬0.02%
LGT Fund Management Co Ltd.1,350$68.6 萬0.06%
Fieldview Capital Management, LLC1,118$56.8 萬0.08%
Alamea Verwaltungs GmbH1,045$53.1 萬0.46%
Investment Management Corp of Ontario1,001$50.9 萬0.01%
Fox Run Management, L.L.C.971$49.4 萬0.08%
Rakuten Investment Management, Inc.961$48.2 萬0.00%
Quantitative Investment Management, LLC926$47.0 萬0.04%
PAX Financial Group, LLC921$46.8 萬0.08%
Maven Securities LTD900$45.7 萬0.10%
Ballentine Partners, LLC810$41.2 萬0.01%
Somerville Kurt F800$40.7 萬0.07%
Yarbrough Capital, LLC716$36.4 萬0.02%
ASR Vermogensbeheer N.V.686$34.9 萬0.01%
Perbak Capital Partners LLP626$31.8 萬0.24%
Stevens Capital Management LP619$31.5 萬0.08%
Highland Capital Management, LLC554$28.2 萬0.02%
Fiduciary Family Office, LLC551$28.0 萬0.09%
Resources Investment Advisors, LLC.523$26.6 萬0.00%
VestGen Advisors, LLC518$26.3 萬0.01%
Curat Global, LLC460$23.4 萬0.29%
HBK Sorce Advisory LLC458$23.3 萬0.01%
Integrity Alliance, LLC.446$22.7 萬0.01%
Berkshire Asset Management LLC472$22.1 萬0.01%
Fullcircle Wealth LLC470$21.4 萬0.09%
Scotia Capital Inc.420$21.3 萬0.00%
Diversify Advisory Services, LLC467$21.3 萬0.01%
Longboard Asset Management, LP405$20.6 萬0.60%
Equitable Holdings, Inc.402$20.4 萬0.00%
ICONIQ Capital, LLC401$20.4 萬0.00%
Penobscot Investment Management Company, Inc.400$20.3 萬0.02%
Ellis Investment Partners, LLC399$20.3 萬0.04%
Sargent Investment Group, LLC398$20.2 萬0.03%
North Capital, Inc.255$13.0 萬0.12%
Caitong International Asset Management Co., Ltd229$11.6 萬0.09%
N.E.W. Advisory Services LLC160$8.13 萬0.01%
Flaharty Asset Management, LLC100$5.08 萬0.01%
FNY Investment Advisers, LLC100$5.00 萬0.03%
Optiver Holding B.V.90$4.57 萬0.00%
Rossby Financial, LCC64$2.92 萬0.01%
City Holding Co57$2.90 萬0.00%
Manitou Investment Management Ltd.50$2.54 萬0.00%
Opal Wealth Advisors, LLC49$2.49 萬0.01%
Bares Capital Management, Inc.33$1.68 萬0.00%
Central Pacific Bank - Trust Division33$1.68 萬0.00%
DAGCO, Inc.31$1.58 萬0.01%
Atlantic Trust, LLC23$1.17 萬0.00%
ORG Partners LLC22$1.13 萬0.00%
Greykasell Wealth Strategies, Inc.18$9,1490.00%
Private Wealth Asset Management, LLC17$8,6410.00%
Saudi Central Bank14$7,1160.04%
Wolff Wiese Magana LLC11$5,5920.00%
Grove Bank & Trust11$5,5910.00%
Sierra Ocean, LLC9$4,5750.00%
Hughes Financial Services, LLC8$4,0930.00%
Hantz Financial Services, Inc.8$4,0000.00%
Barnes Dennig Private Wealth Management LLC7$3,5580.01%
Brown, Lisle/Cummings, Inc.5$2,5420.00%
First Pacific Financial5$2,5420.00%
First United Bank Trust4$2,0330.00%
Activest Wealth Management3$1,5250.00%
Greenline Partners, LLC2$1,0170.00%
Cromwell Holdings LLC2$1,0170.00%
Wealth Preservation Advisors, LLC2$1,0170.00%
Bare Financial Services, Inc2$1,0170.00%
Bernard Wealth Management Corp.2$1,0170.00%
Halbert Hargrove Global Advisors, LLC1$5090.00%
HFM Investment Advisors, LLC1$5090.00%
Rothschild Investment LLC1$5080.00%
Perkins Coie Trust Co1$5080.00%
Bay Harbor Wealth Management, LLC1$5080.00%
Stonebridge Financial Group, LLC1$5080.00%
Horizon Investments, LLC1$5050.00%
Avion Wealth2$00.00%

清倉機構（62 家）

2024 年第 4 季季末持有 Watsco Inc、2025 年第 1 季有申報但已經沒有持有的機構。

2025 年第 1 季清倉 WSO 的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Balyasny Asset Management LLC110,752$5,248 萬
Formuepleje A/S65,618$3,110 萬
Janney Montgomery Scott LLC22,044$1,045 萬
Westfield Capital Management Co LP22,016$1,043 萬
Edgestream Partners, L.P.12,915$612.0 萬
Pinebridge Investments, L.P.8,955$424.4 萬
Crestline Management, LP8,709$412.7 萬
Zurich Insurance Group Ltd8,517$403.6 萬
Employees Retirement System of Texas5,718$271.0 萬
Landscape Capital Management, L.L.C.5,534$262.3 萬
TrueMark Investments, LLC5,231$247.9 萬
Pacer Advisors, Inc.5,111$242.2 萬
Exchange Traded Concepts, LLC5,093$241.4 萬
AIA Group Ltd4,979$235.9 萬
Nomura Holdings Inc4,622$219.0 萬
Northwest & Ethical Investments L.P.4,552$215.7 萬
First Hawaiian Bank4,435$210.2 萬
Wolverine Asset Management LLC4,200$199.0 萬
Fiducient Advisors LLC3,873$183.5 萬
Susquehanna International Group, LLP3,288$155.8 萬
Campbell Capital Management Inc3,200$151.6 萬
FORA Capital, LLC3,170$150.2 萬
Catalyst Funds Management Pty Ltd2,100$99.5 萬
Benchmark Financial Wealth Advisors, LLC1,919$90.9 萬
Park Avenue Securities LLC1,594$75.5 萬
Frank, Rimerman Advisors LLC1,426$67.6 萬
Tyche Wealth Partners LLC1,301$61.7 萬
Dynamic Technology Lab Private Ltd990$46.9 萬
Proequities, Inc.749$38.1 萬
World Equity Group, Inc.738$35.0 萬
EntryPoint Capital, LLC680$32.2 萬
Bleakley Financial Group, LLC674$31.9 萬
Gsa Capital Partners LLP633$30.0 萬
Raiffeisen Bank International AG603$28.6 萬
Nixon Peabody Trust Co600$28.4 萬
GTS Securities LLC557$26.4 萬
CAPROCK Group, Inc.526$24.9 萬
Green Harvest Asset Management LLC516$24.5 萬
Northern Oak Wealth Management Inc495$23.5 萬
Robertson Stephens Wealth Management, LLC489$23.2 萬
Fund 1 Investments, LLC438$20.8 萬
Eagle Bay Advisors LLC276$13.1 萬
Natixis264$12.5 萬
R Squared Ltd190$9.00 萬
Headlands Technologies LLC189$8.96 萬
VisionPoint Advisory Group, LLC151$7.08 萬
Tortoise Investment Management, LLC148$7.01 萬
Wingate Wealth Advisors, Inc.76$3.60 萬
Hall Laurie J Trustee60$2.80 萬
Coppell Advisory Solutions LLC26$1.23 萬
Financial Life Planners18$8,655
Plante Moran Financial Advisors, LLC17$8,056
New Wave Wealth Advisors LLC16$7,582
Mendota Financial Group, LLC13$6,161
Pathway Financial Advisers, LLC13$5,767
FSC Wealth Advisors, LLC10$4,739
Raleigh Capital Management Inc.7$3,393
Tucker Asset Management LLC7$3,317
Annis Gardner Whiting Capital Advisors, LLC6$2,844
Painted Porch Advisors LLC4$1,896
BOK Financial Private Wealth, Inc.2$948
Riverview Trust Co1$474

尚未申報 2025 年第 1 季的機構（13 家）

2024 年第 4 季季末持有 Watsco Inc、還沒有申報 2025 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 4 季持有 WSO、尚未申報 2025 年第 1 季的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Boston Financial Mangement LLC342,412$1.62 億
Swedbank AB103,831$4,920 萬
Nuveen Asset Management, LLC83,561$3,960 萬
Lake Street Advisors Group, LLC3,011$142.7 萬
TrinityPoint Wealth, LLC2,143$101.6 萬
Hilltop National Bank321$15.2 萬
Global Retirement Partners, LLC212$10.0 萬
RE Dickinson Investment Advisors, LLC44$2.11 萬
Legacy Investment Solutions, LLC40$1.86 萬
WR Wealth Planners, LLC35$1.66 萬
Criterion Capital Advisors, LLC26$1.20 萬
Oliver Lagore Vanvalin Investment Group15$7,108
Cassady Schiller Wealth Management, LLC4$1,896