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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 1,445 | $73.4 萬 | 0.00% | −168−10.4% | 減碼 |
| Roundview Capital LLC | 1,447 | $73.6 萬 | 0.05% | +165+12.9% | 加碼 |
| Impact Capital Partners LLC | 1,475 | $75.0 萬 | 0.27% | +2+0.1% | 加碼 |
| Baker Avenue Asset Management, LP | 1,483 | $75.4 萬 | 0.02% | +245+19.8% | 加碼 |
| ProShare Advisors LLC | 1,484 | $75.4 萬 | 0.00% | −145−8.9% | 減碼 |
| Donaldson Capital Management, LLC | 1,491 | $75.8 萬 | 0.03% | +88+6.3% | 加碼 |
| Webster Bank, N. A. | 1,493 | $75.9 萬 | 0.08% | −75−4.8% | 減碼 |
| Moneta Group Investment Advisors LLC | 1,511 | $76.8 萬 | 0.01% | +41+2.8% | 加碼 |
| Perfromance Wealth Partners, LLC | 1,527 | $77.6 萬 | 0.03% | 00.0% | 不變 |
| Golden State Equity Partners | 1,530 | $77.8 萬 | 0.15% | −52−3.3% | 減碼 |
| Moody Lynn & Lieberson, LLC | 1,551 | $78.8 萬 | 0.05% | 00.0% | 不變 |
| Endeavor Private Wealth, Inc. | 1,568 | $79.7 萬 | 0.43% | +1,255+401.0% | 加碼 |
| Andra AP-fonden | 1,580 | $80.3 萬 | 0.01% | +1,580 | 新進 |
| CIBC World Markets Corp | 1,585 | $80.6 萬 | 0.01% | +11+0.7% | 加碼 |
| Harvest Investment Services, LLC | 1,589 | $80.8 萬 | 0.23% | +1,589 | 新進 |
| Atria Wealth Solutions, Inc. | 1,603 | $81.5 萬 | 0.01% | −4−0.2% | 減碼 |
| Regents Gate Capital LLP | 1,605 | $81.6 萬 | 0.35% | −16,282−91.0% | 減碼 |
| Farther Finance Advisors, LLC | 1,605 | $82.1 萬 | 0.02% | +117+7.9% | 加碼 |
| Maryland State Retirement & Pension System | 1,616 | $82.1 萬 | 0.02% | −230−12.5% | 減碼 |
| M&G Plc | 1,643 | $83.5 萬 | 0.00% | 00.0% | 不變 |
| BI Asset Management Fondsmaeglerselskab A/S | 1,658 | $84.3 萬 | 0.01% | −407−19.7% | 減碼 |
| David Loasby | 1,705 | $85.1 萬 | 0.08% | +25+1.5% | 加碼 |
| Adviser Investments LLC | 1,679 | $85.3 萬 | 0.01% | 00.0% | 不變 |
| Jain Global LLC | 1,721 | $87.5 萬 | 0.02% | −296−14.7% | 減碼 |
| Atomi Financial Group, Inc. | 1,722 | $87.5 萬 | 0.04% | +157+10.0% | 加碼 |
| Federation des caisses Desjardins du Quebec | 1,807 | $91.9 萬 | 0.00% | +724+66.9% | 加碼 |
| Aquatic Capital Management LLC | 1,820 | $92.5 萬 | 0.02% | −3,667−66.8% | 減碼 |
| LVW Advisors, LLC | 1,823 | $92.7 萬 | 0.11% | −91−4.8% | 減碼 |
| Cranbrook Wealth Management, LLC | 1,884 | $95.8 萬 | 0.22% | −30−1.6% | 減碼 |
| Vident Advisory, LLC | 1,892 | $96.2 萬 | 0.01% | +397+26.6% | 加碼 |
| Oak Ridge Investments LLC | 1,903 | $96.7 萬 | 0.08% | −36−1.9% | 減碼 |
| Gulf International Bank (UK) Ltd | 1,914 | $97.2 萬 | 0.03% | −703−26.9% | 減碼 |
| Elevated Capital Advisors, LLC | 1,918 | $97.5 萬 | 0.27% | +97+5.3% | 加碼 |
| Sterling Capital Management LLC | 1,922 | $97.7 萬 | 0.02% | −128−6.2% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 1,925 | $97.8 萬 | 0.04% | −24−1.2% | 減碼 |
| Parsons Capital Management Inc | 1,931 | $98.2 萬 | 0.05% | −42−2.1% | 減碼 |
| Allstate Corp | 1,937 | $98.5 萬 | 0.03% | +927+91.8% | 加碼 |
| Commerce Bank | 1,967 | $100.0 萬 | 0.01% | +14+0.7% | 加碼 |
| Jones Financial Companies LLLP | 1,993 | $100.1 萬 | 0.00% | +815+69.2% | 加碼 |
| Wealth Alliance | 1,976 | $100.5 萬 | 0.12% | +12+0.6% | 加碼 |
| Tounjian Advisory Partners, LLC | 1,980 | $100.7 萬 | 0.19% | +1,980 | 新進 |
| Massachusetts Financial Services Co | 1,983 | $100.8 萬 | 0.00% | −505−20.3% | 減碼 |
| Graham Capital Management, L.P. | 2,000 | $101.7 萬 | 0.03% | −1,700−45.9% | 減碼 |
| Mackenzie Financial Corp | 2,053 | $104.4 萬 | 0.00% | −3,105−60.2% | 減碼 |
| Crossmark Global Holdings, Inc. | 2,059 | $104.7 萬 | 0.02% | −271−11.6% | 減碼 |
| Quadrant Capital Group LLC | 2,084 | $105.9 萬 | 0.04% | +1,566+302.3% | 加碼 |
| Capital Analysts, LLC | 2,090 | $106.2 萬 | 0.04% | −38−1.8% | 減碼 |
| Occudo Quantitative Strategies LP | 2,135 | $107.2 萬 | 0.14% | +2,135 | 新進 |
| Nebula Research & Development LLC | 2,115 | $107.5 萬 | 0.10% | −5,976−73.9% | 減碼 |
| Janus Henderson Group PLC | 2,168 | $108.6 萬 | 0.00% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,178 | $110.7 萬 | 0.03% | −9,354−81.1% | 減碼 |
| SlateStone Wealth, LLC | 2,187 | $111.2 萬 | 0.11% | +98+4.7% | 加碼 |
| Financial Advisory Service, Inc. | 2,192 | $111.4 萬 | 0.09% | +6+0.3% | 加碼 |
| Cox Capital Mgt LLC | 2,200 | $111.8 萬 | 0.82% | 00.0% | 不變 |
| Stock Yards Bank & Trust Co | 2,212 | $112.4 萬 | 0.04% | +3+0.1% | 加碼 |
| United Services Automobile Association | 2,244 | $112.6 萬 | 0.03% | +2,244 | 新進 |
| CIBC Asset Management Inc | 2,245 | $114.1 萬 | 0.00% | +75+3.5% | 加碼 |
| Crawford Investment Counsel Inc | 2,264 | $115.0 萬 | 0.02% | +10.0% | 加碼 |
| Norden Group LLC | 2,280 | $115.9 萬 | 0.13% | −12−0.5% | 減碼 |
| Ascent Group, LLC | 2,335 | $118.7 萬 | 0.05% | +65+2.9% | 加碼 |
| Beacon Pointe Advisors, LLC | 2,344 | $119.1 萬 | 0.01% | −240−9.3% | 減碼 |
| Mercer Global Advisors Inc | 2,355 | $119.7 萬 | 0.00% | −442−15.8% | 減碼 |
| Lindenwold Advisors | 2,386 | $121.3 萬 | 0.68% | −51−2.1% | 減碼 |
| Concurrent Investment Advisors, LLC | 2,393 | $121.7 萬 | 0.03% | −96−3.9% | 減碼 |
| STRS Ohio | 2,443 | $124.2 萬 | 0.01% | −1,041−29.9% | 減碼 |
| Centennial Bank | 2,464 | $125.2 萬 | 0.60% | −55−2.2% | 減碼 |
| Bokf, NA | 2,474 | $125.8 萬 | 0.02% | −6−0.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 2,476 | $125.9 萬 | 0.01% | +14+0.6% | 加碼 |
| American National Bank | 2,487 | $126.4 萬 | 0.14% | +107+4.5% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 2,871 | $127.3 萬 | 0.07% | +2,871 | 新進 |
| Canada Pension Plan Investment Board | 2,519 | $128.0 萬 | 0.00% | +2,319+1,159.5% | 加碼 |
| Confluence Wealth Services, Inc. | 2,873 | $128.2 萬 | 0.08% | +128+4.7% | 加碼 |
| Knollwood Investment Advisory, LLC | 2,523 | $128.2 萬 | 0.14% | 00.0% | 不變 |
| Charter Oak Capital Management, LLC | 2,550 | $129.6 萬 | 0.12% | −10.0% | 減碼 |
| Walleye Trading LLC | 2,627 | $133.5 萬 | 0.04% | +1,807+220.4% | 加碼 |
| Eastern Bank | 2,652 | $134.8 萬 | 0.03% | −282−9.6% | 減碼 |
| Mirabaud Asset Management Ltd | 2,690 | $135.0 萬 | 0.71% | −476−15.0% | 減碼 |
| Freemont Management S.A. | 2,700 | $137.2 萬 | 0.54% | −300−10.0% | 減碼 |
| Congress Wealth Management LLC | 2,695 | $137.5 萬 | 0.02% | +1,828+210.8% | 加碼 |
| Securian Asset Management, Inc | 2,706 | $137.5 萬 | 0.04% | 00.0% | 不變 |
| Oddo BHF Asset Management SAS | 2,713 | $137.9 萬 | 0.06% | −13−0.5% | 減碼 |
| Harvey Investment Co LLC | 2,715 | $138.0 萬 | 0.15% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 2,800 | $142.3 萬 | 0.00% | −400−12.5% | 減碼 |
| Belpointe Asset Management LLC | 2,803 | $142.5 萬 | 0.07% | +69+2.5% | 加碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 2,812 | $142.9 萬 | 0.02% | 00.0% | 不變 |
| National Asset Management, Inc. | 2,812 | $143.0 萬 | 0.04% | +732+35.2% | 加碼 |
| Citizens Financial Group Inc | 2,823 | $143.5 萬 | 0.03% | −476−14.4% | 減碼 |
| Schechter Investment Advisors, LLC | 2,899 | $147.4 萬 | 0.12% | −694−19.3% | 減碼 |
| Daiwa Securities Group Inc. | 2,900 | $147.4 萬 | 0.01% | +100+3.6% | 加碼 |
| Gateway Investment Advisers LLC | 2,916 | $148.2 萬 | 0.02% | −1,116−27.7% | 減碼 |
| Shaker Investments LLC | 2,990 | $152.0 萬 | 0.73% | −69−2.3% | 減碼 |
| Annandale Capital, LLC | 3,009 | $152.9 萬 | 0.29% | 00.0% | 不變 |
| Lombard Odier Asset Management (USA) Corp | 3,017 | $153.4 萬 | 0.52% | +1,368+83.0% | 加碼 |
| Federated Hermes, Inc. | 3,037 | $154.4 萬 | 0.00% | −65−2.1% | 減碼 |
| Portside Wealth Group, LLC | 3,044 | $154.7 萬 | 0.25% | +138+4.7% | 加碼 |
| Chicago Capital, LLC | 3,045 | $154.8 萬 | 0.04% | +922+43.4% | 加碼 |
| SummitTX Capital, L.P. | 3,063 | $155.7 萬 | 0.07% | +3,063 | 新進 |
| Two Sigma Securities, LLC | 3,077 | $156.4 萬 | 0.24% | +1,324+75.5% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,078 | $156.5 萬 | 0.06% | +18+0.6% | 加碼 |
| J. W. Coons Advisors, LLC | 3,079 | $156.5 萬 | 0.41% | +5+0.2% | 加碼 |