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 |
|---|---|---|---|---|---|
| New Age Alpha Advisors, LLC | 4,369 | $222.1 萬 | 0.10% | −2,755−38.7% | 減碼 |
| Intrepid Capital Management Inc | 4,362 | $221.7 萬 | 1.08% | +3,626+492.7% | 加碼 |
| Nissay Asset Management Corp | 4,351 | $221.2 萬 | 0.01% | +55+1.3% | 加碼 |
| CWM Advisors, LLC | 4,278 | $217.5 萬 | 0.26% | +127+3.1% | 加碼 |
| Bridges Investment Management Inc | 4,168 | $211.9 萬 | 0.03% | +1,673+67.1% | 加碼 |
| Ethic Inc. | 4,086 | $209.1 萬 | 0.04% | +381+10.3% | 加碼 |
| State of Alaska, Department of Revenue | 4,077 | $207.2 萬 | 0.02% | +105+2.6% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 4,021 | $204.4 萬 | 0.03% | −85−2.1% | 減碼 |
| Old National Bancorp | 3,997 | $203.2 萬 | 0.05% | −1,100−21.6% | 減碼 |
| Trueblood Wealth Management, LLC | 3,994 | $203.0 萬 | 0.94% | +211+5.6% | 加碼 |
| Taylor Frigon Capital Management LLC | 3,953 | $200.9 萬 | 1.20% | −132−3.2% | 減碼 |
| Ontario Teachers Pension Plan Board | 3,948 | $200.7 萬 | 0.03% | +1,241+45.8% | 加碼 |
| OP Asset Management Ltd | 3,890 | $197.7 萬 | 0.03% | +3,890 | 新進 |
| Avanza Fonder AB | 3,788 | $197.2 萬 | 0.06% | −125−3.2% | 減碼 |
| RSM US Wealth Management LLC | 3,840 | $195.2 萬 | 0.03% | +1,547+67.5% | 加碼 |
| Umb Bank N A | 3,838 | $195.1 萬 | 0.03% | +192+5.3% | 加碼 |
| Birch Capital Management, LLC | 3,817 | $194.0 萬 | 1.01% | −88−2.3% | 減碼 |
| Lee Financial Co | 3,760 | $191.1 萬 | 0.29% | −463−11.0% | 減碼 |
| Prime Capital Investment Advisors, LLC | 3,750 | $190.6 萬 | 0.02% | +241+6.9% | 加碼 |
| Capital Investment Advisory Services, LLC | 3,735 | $189.9 萬 | 0.17% | 00.0% | 不變 |
| Prudential Financial Inc | 3,643 | $185.2 萬 | 0.00% | −351−8.8% | 減碼 |
| HRT Financial LP | 3,577 | $181.8 萬 | 0.01% | +3,577 | 新進 |
| Perigon Wealth Management, LLC | 3,534 | $179.6 萬 | 0.05% | −2−0.1% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 3,558 | $179.4 萬 | 0.33% | +3,518+8,795.0% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 3,442 | $175.0 萬 | 0.08% | −135−3.8% | 減碼 |
| MML Investors Services, LLC | 3,440 | $174.8 萬 | 0.01% | +230+7.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 3,431 | $174.4 萬 | 0.01% | −151−4.2% | 減碼 |
| Quantbot Technologies LP | 3,417 | $173.7 萬 | 0.06% | −10,191−74.9% | 減碼 |
| Access Financial Services, Inc. | 3,412 | $173.4 萬 | 0.70% | +205+6.4% | 加碼 |
| Alpha Omega Wealth Management LLC | 3,409 | $173.3 萬 | 0.33% | +204+6.4% | 加碼 |
| Versor Investments LP | 3,401 | $172.9 萬 | 0.28% | +1,201+54.6% | 加碼 |
| Allianz Asset Management GmbH | 3,332 | $169.4 萬 | 0.00% | +1,410+73.4% | 加碼 |
| CoreCap Advisors, LLC | 3,326 | $169.0 萬 | 0.07% | −31−0.9% | 減碼 |
| Saturna Capital CORP | 3,263 | $165.9 萬 | 0.02% | 00.0% | 不變 |
| GWM Advisors LLC | 3,213 | $163.3 萬 | 0.01% | +167+5.5% | 加碼 |
| Swiss Life Asset Management Ltd | 3,187 | $162.0 萬 | 0.01% | +967+43.6% | 加碼 |
| Change Path, LLC | 3,157 | $160.5 萬 | 0.05% | +230+7.9% | 加碼 |
| Procyon Private Wealth Partners, LLC | 3,127 | $158.9 萬 | 0.10% | +184+6.3% | 加碼 |
| Chicago Trust Co NA | 3,121 | $158.6 萬 | 0.28% | 00.0% | 不變 |
| Envestnet Portfolio Solutions, Inc. | 3,102 | $157.7 萬 | 0.01% | −764−19.8% | 減碼 |
| J. W. Coons Advisors, LLC | 3,079 | $156.5 萬 | 0.41% | +5+0.2% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,078 | $156.5 萬 | 0.06% | +18+0.6% | 加碼 |
| Two Sigma Securities, LLC | 3,077 | $156.4 萬 | 0.24% | +1,324+75.5% | 加碼 |
| SummitTX Capital, L.P. | 3,063 | $155.7 萬 | 0.07% | +3,063 | 新進 |
| Chicago Capital, LLC | 3,045 | $154.8 萬 | 0.04% | +922+43.4% | 加碼 |
| Portside Wealth Group, LLC | 3,044 | $154.7 萬 | 0.25% | +138+4.7% | 加碼 |
| Federated Hermes, Inc. | 3,037 | $154.4 萬 | 0.00% | −65−2.1% | 減碼 |
| Lombard Odier Asset Management (USA) Corp | 3,017 | $153.4 萬 | 0.52% | +1,368+83.0% | 加碼 |
| Annandale Capital, LLC | 3,009 | $152.9 萬 | 0.29% | 00.0% | 不變 |
| Shaker Investments LLC | 2,990 | $152.0 萬 | 0.73% | −69−2.3% | 減碼 |
| Gateway Investment Advisers LLC | 2,916 | $148.2 萬 | 0.02% | −1,116−27.7% | 減碼 |
| Daiwa Securities Group Inc. | 2,900 | $147.4 萬 | 0.01% | +100+3.6% | 加碼 |
| Schechter Investment Advisors, LLC | 2,899 | $147.4 萬 | 0.12% | −694−19.3% | 減碼 |
| Citizens Financial Group Inc | 2,823 | $143.5 萬 | 0.03% | −476−14.4% | 減碼 |
| National Asset Management, Inc. | 2,812 | $143.0 萬 | 0.04% | +732+35.2% | 加碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 2,812 | $142.9 萬 | 0.02% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 2,803 | $142.5 萬 | 0.07% | +69+2.5% | 加碼 |
| Two Sigma Advisers, LP | 2,800 | $142.3 萬 | 0.00% | −400−12.5% | 減碼 |
| Harvey Investment Co LLC | 2,715 | $138.0 萬 | 0.15% | 00.0% | 不變 |
| Oddo BHF Asset Management SAS | 2,713 | $137.9 萬 | 0.06% | −13−0.5% | 減碼 |
| Securian Asset Management, Inc | 2,706 | $137.5 萬 | 0.04% | 00.0% | 不變 |
| Congress Wealth Management LLC | 2,695 | $137.5 萬 | 0.02% | +1,828+210.8% | 加碼 |
| Freemont Management S.A. | 2,700 | $137.2 萬 | 0.54% | −300−10.0% | 減碼 |
| Mirabaud Asset Management Ltd | 2,690 | $135.0 萬 | 0.71% | −476−15.0% | 減碼 |
| Eastern Bank | 2,652 | $134.8 萬 | 0.03% | −282−9.6% | 減碼 |
| Walleye Trading LLC | 2,627 | $133.5 萬 | 0.04% | +1,807+220.4% | 加碼 |
| Charter Oak Capital Management, LLC | 2,550 | $129.6 萬 | 0.12% | −10.0% | 減碼 |
| Knollwood Investment Advisory, LLC | 2,523 | $128.2 萬 | 0.14% | 00.0% | 不變 |
| Confluence Wealth Services, Inc. | 2,873 | $128.2 萬 | 0.08% | +128+4.7% | 加碼 |
| Canada Pension Plan Investment Board | 2,519 | $128.0 萬 | 0.00% | +2,319+1,159.5% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 2,871 | $127.3 萬 | 0.07% | +2,871 | 新進 |
| American National Bank | 2,487 | $126.4 萬 | 0.14% | +107+4.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 2,476 | $125.9 萬 | 0.01% | +14+0.6% | 加碼 |
| Bokf, NA | 2,474 | $125.8 萬 | 0.02% | −6−0.2% | 減碼 |
| Centennial Bank | 2,464 | $125.2 萬 | 0.60% | −55−2.2% | 減碼 |
| STRS Ohio | 2,443 | $124.2 萬 | 0.01% | −1,041−29.9% | 減碼 |
| Concurrent Investment Advisors, LLC | 2,393 | $121.7 萬 | 0.03% | −96−3.9% | 減碼 |
| Lindenwold Advisors | 2,386 | $121.3 萬 | 0.68% | −51−2.1% | 減碼 |
| Mercer Global Advisors Inc | 2,355 | $119.7 萬 | 0.00% | −442−15.8% | 減碼 |
| Beacon Pointe Advisors, LLC | 2,344 | $119.1 萬 | 0.01% | −240−9.3% | 減碼 |
| Ascent Group, LLC | 2,335 | $118.7 萬 | 0.05% | +65+2.9% | 加碼 |
| Norden Group LLC | 2,280 | $115.9 萬 | 0.13% | −12−0.5% | 減碼 |
| Crawford Investment Counsel Inc | 2,264 | $115.0 萬 | 0.02% | +10.0% | 加碼 |
| CIBC Asset Management Inc | 2,245 | $114.1 萬 | 0.00% | +75+3.5% | 加碼 |
| United Services Automobile Association | 2,244 | $112.6 萬 | 0.03% | +2,244 | 新進 |
| Stock Yards Bank & Trust Co | 2,212 | $112.4 萬 | 0.04% | +3+0.1% | 加碼 |
| Cox Capital Mgt LLC | 2,200 | $111.8 萬 | 0.82% | 00.0% | 不變 |
| Financial Advisory Service, Inc. | 2,192 | $111.4 萬 | 0.09% | +6+0.3% | 加碼 |
| SlateStone Wealth, LLC | 2,187 | $111.2 萬 | 0.11% | +98+4.7% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,178 | $110.7 萬 | 0.03% | −9,354−81.1% | 減碼 |
| Janus Henderson Group PLC | 2,168 | $108.6 萬 | 0.00% | 00.0% | 不變 |
| Nebula Research & Development LLC | 2,115 | $107.5 萬 | 0.10% | −5,976−73.9% | 減碼 |
| Occudo Quantitative Strategies LP | 2,135 | $107.2 萬 | 0.14% | +2,135 | 新進 |
| Capital Analysts, LLC | 2,090 | $106.2 萬 | 0.04% | −38−1.8% | 減碼 |
| Quadrant Capital Group LLC | 2,084 | $105.9 萬 | 0.04% | +1,566+302.3% | 加碼 |
| Crossmark Global Holdings, Inc. | 2,059 | $104.7 萬 | 0.02% | −271−11.6% | 減碼 |
| Mackenzie Financial Corp | 2,053 | $104.4 萬 | 0.00% | −3,105−60.2% | 減碼 |
| Graham Capital Management, L.P. | 2,000 | $101.7 萬 | 0.03% | −1,700−45.9% | 減碼 |
| Massachusetts Financial Services Co | 1,983 | $100.8 萬 | 0.00% | −505−20.3% | 減碼 |
| Tounjian Advisory Partners, LLC | 1,980 | $100.7 萬 | 0.19% | +1,980 | 新進 |