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 2 季 13F 持有人
Watsco Inc 在 2025/6/30 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
- 807
- 較 2025 年第 1 季 −25 家
- 持有股數
- 3,469 萬
- 較 2025 年第 1 季 −58.8 萬 (−1.7%)
- 總市值
- $153.1 億
- 較 2025 年第 1 季 −$26.1 億 (−14.6%)
- 新進機構
- 79
- 另有 285 家加碼
- 清倉機構
- 104
- 另有 301 家減碼
另有 8 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Gulf International Bank (UK) Ltd | 1,914 | $84.5 萬 | 0.03% | 00.0% | 不變 |
| Inceptionr LLC | 1,944 | $85.9 萬 | 0.20% | +1,944 | 新進 |
| Wealth Alliance | 2,011 | $88.8 萬 | 0.10% | +35+1.8% | 加碼 |
| Coastal Bridge Advisors, LLC | 2,080 | $91.9 萬 | 0.08% | +2,080 | 新進 |
| Sumitomo Life Insurance Co | 2,088 | $92.2 萬 | 0.06% | +735+54.3% | 加碼 |
| Capital Analysts, LLC | 2,091 | $92.3 萬 | 0.03% | +10.0% | 加碼 |
| Vident Advisory, LLC | 2,097 | $92.6 萬 | 0.01% | +205+10.8% | 加碼 |
| TownSquare Capital, LLC | 2,186 | $96.5 萬 | 0.09% | −22,885−91.3% | 減碼 |
| Norden Group LLC | 2,188 | $96.6 萬 | 0.10% | −92−4.0% | 減碼 |
| Financial Advisory Service, Inc. | 2,199 | $97.1 萬 | 0.07% | +7+0.3% | 加碼 |
| Cox Capital Mgt LLC | 2,200 | $97.2 萬 | 0.66% | 00.0% | 不變 |
| Stock Yards Bank & Trust Co | 2,202 | $97.3 萬 | 0.03% | −10−0.5% | 減碼 |
| Elevated Capital Advisors, LLC | 1,918 | $97.5 萬 | 0.27% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 2,235 | $98.7 萬 | 0.00% | −120−5.1% | 減碼 |
| Ascent Group, LLC | 2,242 | $99.0 萬 | 0.04% | −93−4.0% | 減碼 |
| American National Bank | 2,245 | $99.1 萬 | 0.10% | −242−9.7% | 減碼 |
| Tounjian Advisory Partners, LLC | 1,954 | $99.3 萬 | 0.19% | −26−1.3% | 減碼 |
| CIBC Asset Management Inc | 2,253 | $99.5 萬 | 0.00% | +8+0.4% | 加碼 |
| Crawford Investment Counsel Inc | 2,271 | $100.3 萬 | 0.02% | +7+0.3% | 加碼 |
| Callan Family Office, LLC | 2,306 | $101.8 萬 | 0.03% | +1,483+180.2% | 加碼 |
| SG Americas Securities, LLC | 2,309 | $102.0 萬 | 0.00% | +1,465+173.6% | 加碼 |
| Sterling Capital Management LLC | 2,317 | $102.3 萬 | 0.01% | +395+20.6% | 加碼 |
| Concurrent Investment Advisors, LLC | 2,321 | $102.5 萬 | 0.02% | −72−3.0% | 減碼 |
| Gateway Investment Advisers LLC | 2,326 | $102.7 萬 | 0.01% | −590−20.2% | 減碼 |
| Roundview Capital LLC | 2,334 | $103.1 萬 | 0.07% | +887+61.3% | 加碼 |
| Beacon Pointe Advisors, LLC | 2,335 | $103.1 萬 | 0.01% | −9−0.4% | 減碼 |
| Crossmark Global Holdings, Inc. | 2,342 | $103.4 萬 | 0.02% | +283+13.7% | 加碼 |
| Lindenwold Advisors | 2,381 | $105.1 萬 | 0.55% | −5−0.2% | 減碼 |
| Entropy Technologies, LP | 2,395 | $105.8 萬 | 0.08% | +1,945+432.2% | 加碼 |
| SlateStone Wealth, LLC | 2,402 | $106.1 萬 | 0.10% | +215+9.8% | 加碼 |
| Centennial Bank | 2,442 | $107.8 萬 | 0.45% | −22−0.9% | 減碼 |
| Knollwood Investment Advisory, LLC | 2,523 | $111.4 萬 | 0.11% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 2,531 | $111.8 萬 | 0.02% | +2,531 | 新進 |
| Parr McKnight Wealth Management Group, LLC | 2,532 | $111.8 萬 | 0.15% | +2,532 | 新進 |
| Steward Partners Investment Advisory, LLC | 2,544 | $112.3 萬 | 0.01% | +68+2.7% | 加碼 |
| Charter Oak Capital Management, LLC | 2,550 | $112.6 萬 | 0.10% | 00.0% | 不變 |
| Change Path, LLC | 2,561 | $113.1 萬 | 0.03% | −596−18.9% | 減碼 |
| Bokf, NA | 2,621 | $115.7 萬 | 0.02% | +147+5.9% | 加碼 |
| Eastern Bank | 2,625 | $115.9 萬 | 0.02% | −27−1.0% | 減碼 |
| Schroder Investment Management Group | 2,627 | $116.0 萬 | 0.00% | −2,340−47.1% | 減碼 |
| Oddo BHF Asset Management SAS | 2,668 | $117.8 萬 | 0.04% | −45−1.7% | 減碼 |
| First Citizens Bank & Trust Co | 2,669 | $117.9 萬 | 0.02% | +1,763+194.6% | 加碼 |
| Securian Asset Management, Inc | 2,706 | $119.5 萬 | 0.03% | 00.0% | 不變 |
| Harvey Investment Co LLC | 2,745 | $121.2 萬 | 0.13% | +30+1.1% | 加碼 |
| LGT Group Foundation | 2,771 | $122.4 萬 | 0.02% | −25,076−90.0% | 減碼 |
| Ilex Capital Partners (UK) LLP | 2,807 | $124.0 萬 | 0.04% | +2,807 | 新進 |
| Daiwa Securities Group Inc. | 2,900 | $128.1 萬 | 0.00% | 00.0% | 不變 |
| Confluence Wealth Services, Inc. | 2,911 | $128.5 萬 | 0.07% | +38+1.3% | 加碼 |
| Cresset Asset Management, LLC | 2,927 | $129.3 萬 | 0.01% | −4,375−59.9% | 減碼 |
| Federated Hermes, Inc. | 2,944 | $130.0 萬 | 0.00% | −93−3.1% | 減碼 |
| Chicago Capital, LLC | 2,996 | $132.3 萬 | 0.03% | −49−1.6% | 減碼 |
| Portside Wealth Group, LLC | 3,014 | $133.1 萬 | 0.20% | −30−1.0% | 減碼 |
| Procyon Private Wealth Partners, LLC | 3,029 | $133.8 萬 | 0.13% | −98−3.1% | 減碼 |
| J. W. Coons Advisors, LLC | 3,047 | $134.6 萬 | 0.30% | −32−1.0% | 減碼 |
| Fox Run Management, L.L.C. | 3,049 | $134.6 萬 | 0.22% | +2,078+214.0% | 加碼 |
| Saturna Capital CORP | 3,051 | $134.7 萬 | 0.02% | −212−6.5% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,081 | $136.1 萬 | 0.05% | +3+0.1% | 加碼 |
| GWM Advisors LLC | 3,084 | $136.2 萬 | 0.01% | −129−4.0% | 減碼 |
| Redwood Investment Management, LLC | 3,094 | $136.6 萬 | 0.14% | +3,094 | 新進 |
| Mackenzie Financial Corp | 3,098 | $136.8 萬 | 0.00% | +1,045+50.9% | 加碼 |
| Belpointe Asset Management LLC | 3,102 | $137.0 萬 | 0.06% | +299+10.7% | 加碼 |
| Jones Financial Companies LLLP | 3,148 | $137.5 萬 | 0.00% | +1,155+58.0% | 加碼 |
| Old National Bancorp | 3,189 | $140.8 萬 | 0.03% | −808−20.2% | 減碼 |
| Chicago Trust Co NA | 3,236 | $142.9 萬 | 0.20% | +115+3.7% | 加碼 |
| Perigon Wealth Management, LLC | 3,244 | $143.3 萬 | 0.03% | −290−8.2% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 3,272 | $144.5 萬 | 0.06% | −170−4.9% | 減碼 |
| Semanteon Capital Management, LP | 3,314 | $146.4 萬 | 2.21% | +2,606+368.1% | 加碼 |
| Aigen Investment Management, LP | 3,322 | $146.7 萬 | 0.20% | +2,536+322.6% | 加碼 |
| Man Group plc | 3,375 | $149.0 萬 | 0.00% | −11,848−77.8% | 減碼 |
| Prime Capital Investment Advisors, LLC | 3,380 | $149.3 萬 | 0.02% | −370−9.9% | 減碼 |
| Alpha Omega Wealth Management LLC | 3,403 | $150.3 萬 | 0.27% | −6−0.2% | 減碼 |
| MML Investors Services, LLC | 3,451 | $152.4 萬 | 0.00% | +11+0.3% | 加碼 |
| CoreCap Advisors, LLC | 3,478 | $153.6 萬 | 0.06% | +152+4.6% | 加碼 |
| Access Financial Services, Inc. | 3,560 | $157.2 萬 | 0.59% | +148+4.3% | 加碼 |
| Freemont Management S.A. | 3,600 | $159.0 萬 | 0.26% | +900+33.3% | 加碼 |
| Mirabaud Asset Management Ltd | 3,691 | $161.1 萬 | 0.75% | +1,001+37.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 3,709 | $163.8 萬 | 0.00% | +278+8.1% | 加碼 |
| Capital Investment Advisory Services, LLC | 3,735 | $164.9 萬 | 0.14% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 3,771 | $166.5 萬 | 0.01% | −1,138−23.2% | 減碼 |
| Dark Forest Capital Management LP | 3,785 | $167.2 萬 | 0.07% | −4,548−54.6% | 減碼 |
| Birch Capital Management, LLC | 3,790 | $167.4 萬 | 0.86% | −27−0.7% | 減碼 |
| Taylor Frigon Capital Management LLC | 3,811 | $168.3 萬 | 0.89% | −142−3.6% | 減碼 |
| Citizens Financial Group Inc | 3,827 | $169.0 萬 | 0.03% | +1,004+35.6% | 加碼 |
| Prudential Financial Inc | 3,837 | $169.4 萬 | 0.00% | +194+5.3% | 加碼 |
| Umb Bank N A | 3,861 | $170.5 萬 | 0.03% | +23+0.6% | 加碼 |
| Avanza Fonder AB | 3,886 | $171.6 萬 | 0.05% | +98+2.6% | 加碼 |
| State of Alaska, Department of Revenue | 3,927 | $173.4 萬 | 0.02% | −150−3.7% | 減碼 |
| OP Asset Management Ltd | 3,939 | $174.0 萬 | 0.03% | +49+1.3% | 加碼 |
| Ethic Inc. | 4,029 | $175.9 萬 | 0.03% | −57−1.4% | 減碼 |
| Mariner, LLC | 4,053 | $179.0 萬 | 0.00% | −1,662−29.1% | 減碼 |
| JustInvest LLC | 4,085 | $180.4 萬 | 0.02% | −318−7.2% | 減碼 |
| Annandale Capital, LLC | 4,109 | $181.5 萬 | 0.33% | +1,100+36.6% | 加碼 |
| EverSource Wealth Advisors, LLC | 4,147 | $183.1 萬 | 0.08% | −920−18.2% | 減碼 |
| RSM US Wealth Management LLC | 4,151 | $183.3 萬 | 0.03% | +311+8.1% | 加碼 |
| Trueblood Wealth Management, LLC | 4,157 | $183.6 萬 | 0.77% | +163+4.1% | 加碼 |
| Lee Financial Co | 4,169 | $184.1 萬 | 0.26% | +409+10.9% | 加碼 |
| Intrepid Capital Management Inc | 4,266 | $188.4 萬 | 0.77% | −96−2.2% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 4,268 | $188.5 萬 | 0.01% | −283−6.2% | 減碼 |
| Lecap Asset Management Ltd | 4,344 | $191.8 萬 | 0.68% | +4,344 | 新進 |
| CWM Advisors, LLC | 4,399 | $194.3 萬 | 0.21% | +121+2.8% | 加碼 |