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 |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 3,102 | $157.7 萬 | 0.01% | −764−19.8% | 減碼 |
| Chicago Trust Co NA | 3,121 | $158.6 萬 | 0.28% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 3,127 | $158.9 萬 | 0.10% | +184+6.3% | 加碼 |
| Change Path, LLC | 3,157 | $160.5 萬 | 0.05% | +230+7.9% | 加碼 |
| Swiss Life Asset Management Ltd | 3,187 | $162.0 萬 | 0.01% | +967+43.6% | 加碼 |
| GWM Advisors LLC | 3,213 | $163.3 萬 | 0.01% | +167+5.5% | 加碼 |
| Saturna Capital CORP | 3,263 | $165.9 萬 | 0.02% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 3,326 | $169.0 萬 | 0.07% | −31−0.9% | 減碼 |
| Allianz Asset Management GmbH | 3,332 | $169.4 萬 | 0.00% | +1,410+73.4% | 加碼 |
| Versor Investments LP | 3,401 | $172.9 萬 | 0.28% | +1,201+54.6% | 加碼 |
| Alpha Omega Wealth Management LLC | 3,409 | $173.3 萬 | 0.33% | +204+6.4% | 加碼 |
| Access Financial Services, Inc. | 3,412 | $173.4 萬 | 0.70% | +205+6.4% | 加碼 |
| Quantbot Technologies LP | 3,417 | $173.7 萬 | 0.06% | −10,191−74.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 3,431 | $174.4 萬 | 0.01% | −151−4.2% | 減碼 |
| MML Investors Services, LLC | 3,440 | $174.8 萬 | 0.01% | +230+7.2% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 3,442 | $175.0 萬 | 0.08% | −135−3.8% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 3,558 | $179.4 萬 | 0.33% | +3,518+8,795.0% | 加碼 |
| Perigon Wealth Management, LLC | 3,534 | $179.6 萬 | 0.05% | −2−0.1% | 減碼 |
| HRT Financial LP | 3,577 | $181.8 萬 | 0.01% | +3,577 | 新進 |
| Prudential Financial Inc | 3,643 | $185.2 萬 | 0.00% | −351−8.8% | 減碼 |
| Capital Investment Advisory Services, LLC | 3,735 | $189.9 萬 | 0.17% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 3,750 | $190.6 萬 | 0.02% | +241+6.9% | 加碼 |
| Lee Financial Co | 3,760 | $191.1 萬 | 0.29% | −463−11.0% | 減碼 |
| Birch Capital Management, LLC | 3,817 | $194.0 萬 | 1.01% | −88−2.3% | 減碼 |
| Umb Bank N A | 3,838 | $195.1 萬 | 0.03% | +192+5.3% | 加碼 |
| RSM US Wealth Management LLC | 3,840 | $195.2 萬 | 0.03% | +1,547+67.5% | 加碼 |
| Avanza Fonder AB | 3,788 | $197.2 萬 | 0.06% | −125−3.2% | 減碼 |
| OP Asset Management Ltd | 3,890 | $197.7 萬 | 0.03% | +3,890 | 新進 |
| Ontario Teachers Pension Plan Board | 3,948 | $200.7 萬 | 0.03% | +1,241+45.8% | 加碼 |
| Taylor Frigon Capital Management LLC | 3,953 | $200.9 萬 | 1.20% | −132−3.2% | 減碼 |
| Trueblood Wealth Management, LLC | 3,994 | $203.0 萬 | 0.94% | +211+5.6% | 加碼 |
| Old National Bancorp | 3,997 | $203.2 萬 | 0.05% | −1,100−21.6% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 4,021 | $204.4 萬 | 0.03% | −85−2.1% | 減碼 |
| State of Alaska, Department of Revenue | 4,077 | $207.2 萬 | 0.02% | +105+2.6% | 加碼 |
| Ethic Inc. | 4,086 | $209.1 萬 | 0.04% | +381+10.3% | 加碼 |
| Bridges Investment Management Inc | 4,168 | $211.9 萬 | 0.03% | +1,673+67.1% | 加碼 |
| CWM Advisors, LLC | 4,278 | $217.5 萬 | 0.26% | +127+3.1% | 加碼 |
| Nissay Asset Management Corp | 4,351 | $221.2 萬 | 0.01% | +55+1.3% | 加碼 |
| Intrepid Capital Management Inc | 4,362 | $221.7 萬 | 1.08% | +3,626+492.7% | 加碼 |
| New Age Alpha Advisors, LLC | 4,369 | $222.1 萬 | 0.10% | −2,755−38.7% | 減碼 |
| JustInvest LLC | 4,403 | $223.8 萬 | 0.03% | +563+14.7% | 加碼 |
| RFG Advisory, LLC | 4,518 | $229.7 萬 | 0.06% | +625+16.1% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 4,551 | $231.3 萬 | 0.02% | +750+19.7% | 加碼 |
| KBC Group NV | 4,668 | $237.2 萬 | 0.01% | −1,577−25.3% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 4,819 | $244.9 萬 | 0.03% | −900−15.7% | 減碼 |
| TD Private Client Wealth LLC | 4,842 | $246.1 萬 | 0.07% | −140−2.8% | 減碼 |
| Schroder Investment Management Group | 4,967 | $249.3 萬 | 0.00% | −206−4.0% | 減碼 |
| Avantax Advisory Services, Inc. | 4,909 | $249.5 萬 | 0.02% | +327+7.1% | 加碼 |
| Crown Advisors Management, Inc. | 5,000 | $254.1 萬 | 2.24% | 00.0% | 不變 |
| Barbara Oil Co. | 5,000 | $254.2 萬 | 1.03% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 5,067 | $257.6 萬 | 0.14% | +567+12.6% | 加碼 |
| Teacher Retirement System of Texas | 5,092 | $258.8 萬 | 0.01% | +5,092 | 新進 |
| Toronto Dominion Bank | 5,240 | $266.4 萬 | 0.01% | +688+15.1% | 加碼 |
| Univest Financial Corp | 5,334 | $271.1 萬 | 0.18% | +406+8.2% | 加碼 |
| Coldstream Capital Management Inc | 5,353 | $272.1 萬 | 0.06% | −374−6.5% | 減碼 |
| River Road Asset Management, LLC | 5,361 | $272.5 萬 | 0.04% | −448−7.7% | 減碼 |
| Level Four Advisory Services, LLC | 5,385 | $273.8 萬 | 0.11% | +209+4.0% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 5,443 | $276.7 萬 | 0.15% | −7−0.1% | 減碼 |
| Mariner, LLC | 5,715 | $290.5 萬 | 0.00% | +66+1.2% | 加碼 |
| Utah Retirement Systems | 5,728 | $291.2 萬 | 0.03% | −41−0.7% | 減碼 |
| Generali Asset Management SPA SGR | 5,787 | $294.2 萬 | 0.07% | +5,787 | 新進 |
| Credit Agricole S A | 5,820 | $295.8 萬 | 0.01% | +1,465+33.6% | 加碼 |
| Trexquant Investment LP | 5,868 | $298.3 萬 | 0.03% | +5,868 | 新進 |
| Woodley Farra Manion Portfolio Management Inc | 5,882 | $299.0 萬 | 0.15% | −37−0.6% | 減碼 |
| TrimTabs Asset Management, LLC | 5,911 | $300.5 萬 | 0.47% | −137−2.3% | 減碼 |
| Empowered Funds, LLC | 5,927 | $301.3 萬 | 0.04% | +232+4.1% | 加碼 |
| Holocene Advisors, LP | 5,979 | $303.9 萬 | 0.01% | −5,204−46.5% | 減碼 |
| Xponance, Inc. | 5,985 | $304.2 萬 | 0.03% | +72+1.2% | 加碼 |
| GHP Investment Advisors, Inc. | 6,082 | $309.1 萬 | 0.15% | −927−13.2% | 減碼 |
| Argent Trust Co | 6,083 | $309.2 萬 | 0.13% | +280+4.8% | 加碼 |
| Advisors Asset Management, Inc. | 6,196 | $314.9 萬 | 0.06% | −4,120−39.9% | 減碼 |
| Hunter Associates Investment Management LLC | 6,240 | $317.2 萬 | 0.49% | −165−2.6% | 減碼 |
| WCM Investment Management, LLC | 6,398 | $321.1 萬 | 0.01% | +207+3.3% | 加碼 |
| Van Eck Associates Corp | 6,404 | $325.5 萬 | 0.00% | +119+1.9% | 加碼 |
| Regions Financial Corp | 6,598 | $335.4 萬 | 0.02% | −139−2.1% | 減碼 |
| British Columbia Investment Management Corp | 6,662 | $338.6 萬 | 0.02% | 00.0% | 不變 |
| TD Asset Management Inc | 6,675 | $339.3 萬 | 0.00% | +165+2.5% | 加碼 |
| IFM Investors Pty Ltd | 6,688 | $340.0 萬 | 0.04% | −255−3.7% | 減碼 |
| Appleton Partners Inc | 6,802 | $345.7 萬 | 0.27% | +89+1.3% | 加碼 |
| Ameritas Investment Partners, Inc. | 6,853 | $348.3 萬 | 0.12% | −123−1.8% | 減碼 |
| Freedom Day Solutions, LLC | 6,894 | $350.4 萬 | 1.07% | −407−5.6% | 減碼 |
| Applied Capital LLC | 6,897 | $350.6 萬 | 2.82% | −6−0.1% | 減碼 |
| Creative Planning | 6,907 | $351.1 萬 | 0.00% | +1,297+23.1% | 加碼 |
| Brinker Capital Investments, LLC | 6,943 | $352.9 萬 | 0.03% | −189−2.7% | 減碼 |
| Orion Portfolio Solutions, LLC | 6,943 | $352.9 萬 | 0.03% | −189−2.7% | 減碼 |
| Centaurus Financial, Inc. | 6,959 | $353.7 萬 | 0.21% | +536+8.3% | 加碼 |
| Forsta Ap-Fonden | 7,000 | $355.8 萬 | 0.03% | −300−4.1% | 減碼 |
| Oregon Public Employees Retirement Fund | 7,075 | $359.6 萬 | 0.07% | 00.0% | 不變 |
| New Mexico Educational Retirement Board | 7,118 | $361.8 萬 | 0.13% | 00.0% | 不變 |
| Algert Global LLC | 7,130 | $362.4 萬 | 0.09% | +7,130 | 新進 |
| Advisor Group Holdings, Inc. | 7,187 | $365.8 萬 | 0.01% | +507+7.6% | 加碼 |
| Cresset Asset Management, LLC | 7,302 | $371.2 萬 | 0.02% | +111+1.5% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 7,346 | $373.4 萬 | 0.02% | −203−2.7% | 減碼 |
| Brevan Howard Capital Management LP | 7,414 | $376.9 萬 | 0.11% | −189−2.5% | 減碼 |
| Sanctuary Advisors, LLC | 7,419 | $377.1 萬 | 0.03% | −607−7.6% | 減碼 |
| Brown Advisory Inc | 7,722 | $392.5 萬 | 0.01% | +4,355+129.3% | 加碼 |
| Jump Financial, LLC | 7,743 | $393.6 萬 | 0.06% | +3,071+65.7% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 7,745 | $393.7 萬 | 0.06% | +4+0.1% | 加碼 |
| Prospect Capital Advisors, LLC | 7,780 | $395.5 萬 | 2.71% | −1,855−19.3% | 減碼 |
| Middleton & Co Inc | 7,980 | $405.6 萬 | 0.47% | −297−3.6% | 減碼 |