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 |
|---|---|---|---|---|---|
| Wealth Alliance | 1,976 | $100.5 萬 | 0.12% | +12+0.6% | 加碼 |
| Jones Financial Companies LLLP | 1,993 | $100.1 萬 | 0.00% | +815+69.2% | 加碼 |
| Commerce Bank | 1,967 | $100.0 萬 | 0.01% | +14+0.7% | 加碼 |
| Allstate Corp | 1,937 | $98.5 萬 | 0.03% | +927+91.8% | 加碼 |
| Parsons Capital Management Inc | 1,931 | $98.2 萬 | 0.05% | −42−2.1% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 1,925 | $97.8 萬 | 0.04% | −24−1.2% | 減碼 |
| Sterling Capital Management LLC | 1,922 | $97.7 萬 | 0.02% | −128−6.2% | 減碼 |
| Elevated Capital Advisors, LLC | 1,918 | $97.5 萬 | 0.27% | +97+5.3% | 加碼 |
| Gulf International Bank (UK) Ltd | 1,914 | $97.2 萬 | 0.03% | −703−26.9% | 減碼 |
| Oak Ridge Investments LLC | 1,903 | $96.7 萬 | 0.08% | −36−1.9% | 減碼 |
| Vident Advisory, LLC | 1,892 | $96.2 萬 | 0.01% | +397+26.6% | 加碼 |
| Cranbrook Wealth Management, LLC | 1,884 | $95.8 萬 | 0.22% | −30−1.6% | 減碼 |
| LVW Advisors, LLC | 1,823 | $92.7 萬 | 0.11% | −91−4.8% | 減碼 |
| Aquatic Capital Management LLC | 1,820 | $92.5 萬 | 0.02% | −3,667−66.8% | 減碼 |
| Federation des caisses Desjardins du Quebec | 1,807 | $91.9 萬 | 0.00% | +724+66.9% | 加碼 |
| Atomi Financial Group, Inc. | 1,722 | $87.5 萬 | 0.04% | +157+10.0% | 加碼 |
| Jain Global LLC | 1,721 | $87.5 萬 | 0.02% | −296−14.7% | 減碼 |
| Adviser Investments LLC | 1,679 | $85.3 萬 | 0.01% | 00.0% | 不變 |
| David Loasby | 1,705 | $85.1 萬 | 0.08% | +25+1.5% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 1,658 | $84.3 萬 | 0.01% | −407−19.7% | 減碼 |
| M&G Plc | 1,643 | $83.5 萬 | 0.00% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 1,616 | $82.1 萬 | 0.02% | −230−12.5% | 減碼 |
| Farther Finance Advisors, LLC | 1,605 | $82.1 萬 | 0.02% | +117+7.9% | 加碼 |
| Regents Gate Capital LLP | 1,605 | $81.6 萬 | 0.35% | −16,282−91.0% | 減碼 |
| Atria Wealth Solutions, Inc. | 1,603 | $81.5 萬 | 0.01% | −4−0.2% | 減碼 |
| Harvest Investment Services, LLC | 1,589 | $80.8 萬 | 0.23% | +1,589 | 新進 |
| CIBC World Markets Corp | 1,585 | $80.6 萬 | 0.01% | +11+0.7% | 加碼 |
| Andra AP-fonden | 1,580 | $80.3 萬 | 0.01% | +1,580 | 新進 |
| Endeavor Private Wealth, Inc. | 1,568 | $79.7 萬 | 0.43% | +1,255+401.0% | 加碼 |
| Moody Lynn & Lieberson, LLC | 1,551 | $78.8 萬 | 0.05% | 00.0% | 不變 |
| Golden State Equity Partners | 1,530 | $77.8 萬 | 0.15% | −52−3.3% | 減碼 |
| Perfromance Wealth Partners, LLC | 1,527 | $77.6 萬 | 0.03% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 1,511 | $76.8 萬 | 0.01% | +41+2.8% | 加碼 |
| Webster Bank, N. A. | 1,493 | $75.9 萬 | 0.08% | −75−4.8% | 減碼 |
| Donaldson Capital Management, LLC | 1,491 | $75.8 萬 | 0.03% | +88+6.3% | 加碼 |
| ProShare Advisors LLC | 1,484 | $75.4 萬 | 0.00% | −145−8.9% | 減碼 |
| Baker Avenue Asset Management, LP | 1,483 | $75.4 萬 | 0.02% | +245+19.8% | 加碼 |
| Impact Capital Partners LLC | 1,475 | $75.0 萬 | 0.27% | +2+0.1% | 加碼 |
| Roundview Capital LLC | 1,447 | $73.6 萬 | 0.05% | +165+12.9% | 加碼 |
| Kestra Advisory Services, LLC | 1,445 | $73.4 萬 | 0.00% | −168−10.4% | 減碼 |
| Davidson Kahn Capital Management, LLC | 1,436 | $73.0 萬 | 0.56% | +875+156.0% | 加碼 |
| Vestcor Inc | 1,428 | $72.6 萬 | 0.02% | −968−40.4% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 1,424 | $72.4 萬 | 0.11% | +13+0.9% | 加碼 |
| Trust Point Inc. | 1,422 | $72.3 萬 | 0.07% | −171−10.7% | 減碼 |
| Mayflower Financial Advisors, LLC | 1,422 | $72.3 萬 | 0.11% | −81−5.4% | 減碼 |
| Kestra Private Wealth Services, LLC | 1,421 | $72.2 萬 | 0.01% | +84+6.3% | 加碼 |
| Advocate Group LLC | 1,384 | $70.3 萬 | 0.13% | 00.0% | 不變 |
| M&T Bank Corp | 1,381 | $70.2 萬 | 0.00% | −305−18.1% | 減碼 |
| Parallel Advisors, LLC | 1,374 | $69.9 萬 | 0.02% | −1−0.1% | 減碼 |
| Tredje AP-fonden | 1,364 | $69.3 萬 | 0.01% | 00.0% | 不變 |
| Bayforest Capital Ltd | 1,362 | $69.2 萬 | 0.30% | +1,127+479.6% | 加碼 |
| Ci Investments Inc. | 1,354 | $68.8 萬 | 0.00% | +121+9.8% | 加碼 |
| Sumitomo Life Insurance Co | 1,353 | $68.8 萬 | 0.02% | +1,353 | 新進 |
| LGT Fund Management Co Ltd. | 1,350 | $68.6 萬 | 0.06% | +1,350 | 新進 |
| Shell Asset Management Co | 1,348 | $68.5 萬 | 0.03% | +249+22.7% | 加碼 |
| HB Wealth Management, LLC | 1,339 | $68.1 萬 | 0.01% | +582+76.9% | 加碼 |
| Verity & Verity, LLC | 1,318 | $67.0 萬 | 0.06% | −41−3.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 1,312 | $66.7 萬 | 0.02% | −1,312−50.0% | 減碼 |
| National Bank of Canada | 1,307 | $66.5 萬 | 0.00% | −4,192−76.2% | 減碼 |
| E. Ohman J:or Asset Management AB | 1,305 | $66.3 萬 | 0.02% | −315−19.4% | 減碼 |
| Parcion Private Wealth LLC | 1,304 | $66.3 萬 | 0.05% | −10−0.8% | 減碼 |
| Fifth Third Wealth Advisors LLC | 1,301 | $66.1 萬 | 0.03% | +2+0.2% | 加碼 |
| XTX Topco Ltd | 1,300 | $66.1 萬 | 0.03% | +420+47.7% | 加碼 |
| BHK Investment Advisors, LLC | 1,296 | $65.9 萬 | 0.28% | −165−11.3% | 減碼 |
| Hilltop Holdings Inc. | 1,282 | $65.2 萬 | 0.04% | +137+12.0% | 加碼 |
| Larson Financial Group LLC | 1,270 | $64.6 萬 | 0.03% | +469+58.6% | 加碼 |
| Shelton Capital Management | 1,256 | $63.8 萬 | 0.02% | 00.0% | 不變 |
| QRG Capital Management, Inc. | 1,253 | $63.7 萬 | 0.01% | −65−4.9% | 減碼 |
| Evergreen Capital Management LLC | 1,248 | $63.4 萬 | 0.02% | +114+10.1% | 加碼 |
| Johnson Investment Counsel Inc | 1,227 | $62.4 萬 | 0.01% | +5+0.4% | 加碼 |
| Integrated Wealth Concepts LLC | 1,221 | $62.0 萬 | 0.01% | −611−33.4% | 減碼 |
| Omers Administration Corp | 1,219 | $62.0 萬 | 0.01% | −199−14.0% | 減碼 |
| Mattern Capital Management, LLC | 1,218 | $61.9 萬 | 0.08% | +58+5.0% | 加碼 |
| Diversify Wealth Management, LLC | 1,358 | $61.9 萬 | 0.05% | −123−8.3% | 減碼 |
| Avidian Wealth Solutions, LLC | 1,215 | $61.8 萬 | 0.03% | +19+1.6% | 加碼 |
| Axxcess Wealth Management, LLC | 1,204 | $61.2 萬 | 0.02% | −187−13.4% | 減碼 |
| Bank of Hawaii | 1,201 | $61.0 萬 | 0.04% | 00.0% | 不變 |
| Aviva PLC | 1,199 | $60.9 萬 | 0.00% | +40+3.5% | 加碼 |
| Equitable Trust Co | 1,196 | $60.8 萬 | 0.03% | +10+0.8% | 加碼 |
| Tudor Financial Inc. | 1,195 | $60.7 萬 | 0.36% | 00.0% | 不變 |
| Thoroughbred Financial Services, LLC | 1,187 | $60.3 萬 | 0.04% | −13−1.1% | 減碼 |
| First Bank & Trust | 1,185 | $60.2 萬 | 0.12% | −10−0.8% | 減碼 |
| Modera Wealth Management, LLC | 1,169 | $59.4 萬 | 0.01% | −41−3.4% | 減碼 |
| Great Valley Advisor Group, Inc. | 1,136 | $57.7 萬 | 0.01% | −8,487−88.2% | 減碼 |
| NBC Securities, Inc. | 1,126 | $57.2 萬 | 0.05% | +1,125+112,500.0% | 加碼 |
| Advisor OS, LLC | 1,124 | $57.1 萬 | 0.07% | −47−4.0% | 減碼 |
| Fieldview Capital Management, LLC | 1,118 | $56.8 萬 | 0.08% | +1,118 | 新進 |
| Heritage Family Offices, LLP | 1,086 | $55.2 萬 | 0.28% | +188+20.9% | 加碼 |
| Cary Street Partners Financial LLC | 1,073 | $54.5 萬 | 0.02% | +23+2.2% | 加碼 |
| Bridgefront Capital, LLC | 1,071 | $54.4 萬 | 0.16% | +642+149.7% | 加碼 |
| Valeo Financial Advisors, LLC | 1,056 | $53.7 萬 | 0.01% | +24+2.3% | 加碼 |
| Lido Advisors, LLC | 1,052 | $53.5 萬 | 0.00% | −139−11.7% | 減碼 |
| Quest Partners LLC | 1,052 | $53.5 萬 | 0.06% | +949+921.4% | 加碼 |
| Alamea Verwaltungs GmbH | 1,045 | $53.1 萬 | 0.46% | +1,045 | 新進 |
| Park Place Capital Corp | 1,042 | $53.0 萬 | 0.14% | 00.0% | 不變 |
| Quantum Private Wealth, LLC | 1,038 | $52.7 萬 | 0.20% | 00.0% | 不變 |
| Park National Corp | 1,031 | $52.4 萬 | 0.02% | 00.0% | 不變 |
| Fifth Third Bancorp | 1,028 | $52.3 萬 | 0.00% | +47+4.8% | 加碼 |
| Burney Co | 1,025 | $52.1 萬 | 0.02% | −153−13.0% | 減碼 |
| Investment Management Corp of Ontario | 1,001 | $50.9 萬 | 0.01% | +1,001 | 新進 |