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 13F 持有人
Watsco Inc 在 2025/3/31 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
- 840
- 較 2024 年第 4 季 +31 家
- 持有股數
- 3,531 萬
- 較 2024 年第 4 季 +50.2 萬 (+1.4%)
- 總市值
- $179.4 億
- 較 2024 年第 4 季 +$14.4 億 (+8.7%)
- 新進機構
- 93
- 另有 331 家加碼
- 清倉機構
- 62
- 另有 283 家減碼
另有 13 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 815 | $41.4 萬 | 0.02% | −24−2.9% | 減碼 |
| Callan Family Office, LLC | 823 | $41.8 萬 | 0.03% | −19−2.3% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 831 | $42.2 萬 | 0.03% | −67−7.5% | 減碼 |
| Siemens Fonds Invest GmbH | 833 | $42.3 萬 | 0.03% | −728−46.6% | 減碼 |
| SG Americas Securities, LLC | 844 | $42.9 萬 | 0.00% | +482+133.1% | 加碼 |
| ICW Investment Advisors LLC | 850 | $43.2 萬 | 0.18% | +12+1.4% | 加碼 |
| Venturi Wealth Management, LLC | 861 | $43.8 萬 | 0.02% | −4−0.5% | 減碼 |
| Haverford Trust Co | 864 | $43.9 萬 | 0.00% | −40−4.4% | 減碼 |
| CWM, LLC | 867 | $44.1 萬 | 0.00% | +21+2.5% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 868 | $44.1 萬 | 0.03% | −36−4.0% | 減碼 |
| Flputnam Investment Management Co | 874 | $44.4 萬 | 0.01% | +53+6.5% | 加碼 |
| Teza Capital Management LLC | 875 | $44.5 萬 | 0.20% | −613−41.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 878 | $44.6 萬 | 0.00% | −161−15.5% | 減碼 |
| Maven Securities LTD | 900 | $45.7 萬 | 0.10% | +900 | 新進 |
| Simon Quick Advisors, LLC | 900 | $45.8 萬 | 0.03% | +92+11.4% | 加碼 |
| Compass Ion Advisors, LLC | 901 | $45.8 萬 | 0.05% | +3+0.3% | 加碼 |
| First Citizens Bank & Trust Co | 906 | $46.1 萬 | 0.01% | +232+34.4% | 加碼 |
| Waterloo Capital, L.P. | 911 | $46.3 萬 | 0.04% | +169+22.8% | 加碼 |
| Prospera Financial Services Inc | 913 | $46.4 萬 | 0.01% | +2+0.2% | 加碼 |
| Massmutual Trust Co FSB | 920 | $46.8 萬 | 0.01% | −1−0.1% | 減碼 |
| PAX Financial Group, LLC | 921 | $46.8 萬 | 0.08% | +921 | 新進 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 923 | $46.9 萬 | 0.08% | +59+6.8% | 加碼 |
| Quantitative Investment Management, LLC | 926 | $47.0 萬 | 0.04% | +926 | 新進 |
| Delta Financial Group, Inc. | 930 | $47.6 萬 | 0.11% | 00.0% | 不變 |
| Greenleaf Trust | 937 | $47.6 萬 | 0.00% | +5+0.5% | 加碼 |
| Private Advisor Group, LLC | 939 | $47.7 萬 | 0.00% | −386−29.1% | 減碼 |
| GAMMA Investing LLC | 940 | $47.8 萬 | 0.04% | +406+76.0% | 加碼 |
| Everence Capital Management Inc | 940 | $47.8 萬 | 0.03% | 00.0% | 不變 |
| Certior Financial Group, LLC | 940 | $47.8 萬 | 0.39% | +7+0.8% | 加碼 |
| Ellevest, Inc. | 943 | $47.9 萬 | 0.03% | +6+0.6% | 加碼 |
| Adell Harriman & Carpenter Inc | 945 | $48.0 萬 | 0.04% | +32+3.5% | 加碼 |
| Everpar Advisors LLC | 945 | $48.0 萬 | 0.26% | −72−7.1% | 減碼 |
| Rakuten Investment Management, Inc. | 961 | $48.2 萬 | 0.00% | +961 | 新進 |
| Toroso Investments, LLC | 960 | $48.8 萬 | 0.00% | +12+1.3% | 加碼 |
| ISAM Funds (UK) Ltd | 961 | $48.8 萬 | 0.24% | +522+118.9% | 加碼 |
| Fox Run Management, L.L.C. | 971 | $49.4 萬 | 0.08% | +971 | 新進 |
| Flagship Harbor Advisors, LLC | 975 | $49.5 萬 | 0.03% | −85−8.0% | 減碼 |
| Paradigm Financial Partners, LLC | 988 | $50.2 萬 | 0.06% | −85−7.9% | 減碼 |
| Tompkins Financial Corp | 1,000 | $50.8 萬 | 0.05% | 00.0% | 不變 |
| Clarius Group, LLC | 1,000 | $50.8 萬 | 0.03% | 00.0% | 不變 |
| Investment Management Corp of Ontario | 1,001 | $50.9 萬 | 0.01% | +1,001 | 新進 |
| Burney Co | 1,025 | $52.1 萬 | 0.02% | −153−13.0% | 減碼 |
| Fifth Third Bancorp | 1,028 | $52.3 萬 | 0.00% | +47+4.8% | 加碼 |
| Park National Corp | 1,031 | $52.4 萬 | 0.02% | 00.0% | 不變 |
| Quantum Private Wealth, LLC | 1,038 | $52.7 萬 | 0.20% | 00.0% | 不變 |
| Park Place Capital Corp | 1,042 | $53.0 萬 | 0.14% | 00.0% | 不變 |
| Alamea Verwaltungs GmbH | 1,045 | $53.1 萬 | 0.46% | +1,045 | 新進 |
| Quest Partners LLC | 1,052 | $53.5 萬 | 0.06% | +949+921.4% | 加碼 |
| Lido Advisors, LLC | 1,052 | $53.5 萬 | 0.00% | −139−11.7% | 減碼 |
| Valeo Financial Advisors, LLC | 1,056 | $53.7 萬 | 0.01% | +24+2.3% | 加碼 |
| Bridgefront Capital, LLC | 1,071 | $54.4 萬 | 0.16% | +642+149.7% | 加碼 |
| Cary Street Partners Financial LLC | 1,073 | $54.5 萬 | 0.02% | +23+2.2% | 加碼 |
| Heritage Family Offices, LLP | 1,086 | $55.2 萬 | 0.28% | +188+20.9% | 加碼 |
| Fieldview Capital Management, LLC | 1,118 | $56.8 萬 | 0.08% | +1,118 | 新進 |
| Advisor OS, LLC | 1,124 | $57.1 萬 | 0.07% | −47−4.0% | 減碼 |
| NBC Securities, Inc. | 1,126 | $57.2 萬 | 0.05% | +1,125+112,500.0% | 加碼 |
| Great Valley Advisor Group, Inc. | 1,136 | $57.7 萬 | 0.01% | −8,487−88.2% | 減碼 |
| Modera Wealth Management, LLC | 1,169 | $59.4 萬 | 0.01% | −41−3.4% | 減碼 |
| First Bank & Trust | 1,185 | $60.2 萬 | 0.12% | −10−0.8% | 減碼 |
| Thoroughbred Financial Services, LLC | 1,187 | $60.3 萬 | 0.04% | −13−1.1% | 減碼 |
| Tudor Financial Inc. | 1,195 | $60.7 萬 | 0.36% | 00.0% | 不變 |
| Equitable Trust Co | 1,196 | $60.8 萬 | 0.03% | +10+0.8% | 加碼 |
| Aviva PLC | 1,199 | $60.9 萬 | 0.00% | +40+3.5% | 加碼 |
| Bank of Hawaii | 1,201 | $61.0 萬 | 0.04% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 1,204 | $61.2 萬 | 0.02% | −187−13.4% | 減碼 |
| Avidian Wealth Solutions, LLC | 1,215 | $61.8 萬 | 0.03% | +19+1.6% | 加碼 |
| Diversify Wealth Management, LLC | 1,358 | $61.9 萬 | 0.05% | −123−8.3% | 減碼 |
| Mattern Capital Management, LLC | 1,218 | $61.9 萬 | 0.08% | +58+5.0% | 加碼 |
| Omers Administration Corp | 1,219 | $62.0 萬 | 0.01% | −199−14.0% | 減碼 |
| Integrated Wealth Concepts LLC | 1,221 | $62.0 萬 | 0.01% | −611−33.4% | 減碼 |
| Johnson Investment Counsel Inc | 1,227 | $62.4 萬 | 0.01% | +5+0.4% | 加碼 |
| Evergreen Capital Management LLC | 1,248 | $63.4 萬 | 0.02% | +114+10.1% | 加碼 |
| QRG Capital Management, Inc. | 1,253 | $63.7 萬 | 0.01% | −65−4.9% | 減碼 |
| Shelton Capital Management | 1,256 | $63.8 萬 | 0.02% | 00.0% | 不變 |
| Larson Financial Group LLC | 1,270 | $64.6 萬 | 0.03% | +469+58.6% | 加碼 |
| Hilltop Holdings Inc. | 1,282 | $65.2 萬 | 0.04% | +137+12.0% | 加碼 |
| BHK Investment Advisors, LLC | 1,296 | $65.9 萬 | 0.28% | −165−11.3% | 減碼 |
| XTX Topco Ltd | 1,300 | $66.1 萬 | 0.03% | +420+47.7% | 加碼 |
| Fifth Third Wealth Advisors LLC | 1,301 | $66.1 萬 | 0.03% | +2+0.2% | 加碼 |
| Parcion Private Wealth LLC | 1,304 | $66.3 萬 | 0.05% | −10−0.8% | 減碼 |
| E. Ohman J:or Asset Management AB | 1,305 | $66.3 萬 | 0.02% | −315−19.4% | 減碼 |
| National Bank of Canada | 1,307 | $66.5 萬 | 0.00% | −4,192−76.2% | 減碼 |
| Tower Research Capital LLC (TRC) | 1,312 | $66.7 萬 | 0.02% | −1,312−50.0% | 減碼 |
| Verity & Verity, LLC | 1,318 | $67.0 萬 | 0.06% | −41−3.0% | 減碼 |
| HB Wealth Management, LLC | 1,339 | $68.1 萬 | 0.01% | +582+76.9% | 加碼 |
| Shell Asset Management Co | 1,348 | $68.5 萬 | 0.03% | +249+22.7% | 加碼 |
| LGT Fund Management Co Ltd. | 1,350 | $68.6 萬 | 0.06% | +1,350 | 新進 |
| Sumitomo Life Insurance Co | 1,353 | $68.8 萬 | 0.02% | +1,353 | 新進 |
| Ci Investments Inc. | 1,354 | $68.8 萬 | 0.00% | +121+9.8% | 加碼 |
| Bayforest Capital Ltd | 1,362 | $69.2 萬 | 0.30% | +1,127+479.6% | 加碼 |
| Tredje AP-fonden | 1,364 | $69.3 萬 | 0.01% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,374 | $69.9 萬 | 0.02% | −1−0.1% | 減碼 |
| M&T Bank Corp | 1,381 | $70.2 萬 | 0.00% | −305−18.1% | 減碼 |
| Advocate Group LLC | 1,384 | $70.3 萬 | 0.13% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 1,421 | $72.2 萬 | 0.01% | +84+6.3% | 加碼 |
| Mayflower Financial Advisors, LLC | 1,422 | $72.3 萬 | 0.11% | −81−5.4% | 減碼 |
| Trust Point Inc. | 1,422 | $72.3 萬 | 0.07% | −171−10.7% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 1,424 | $72.4 萬 | 0.11% | +13+0.9% | 加碼 |
| Vestcor Inc | 1,428 | $72.6 萬 | 0.02% | −968−40.4% | 減碼 |
| Davidson Kahn Capital Management, LLC | 1,436 | $73.0 萬 | 0.56% | +875+156.0% | 加碼 |