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 3 季 13F 持有人
Watsco Inc 在 2025/9/30 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
- 780
- 較 2025 年第 2 季 −16 家
- 持有股數
- 3,609 萬
- 較 2025 年第 2 季 +159.7 萬 (+4.6%)
- 總市值
- $145.8 億
- 較 2025 年第 2 季 −$6.36 億 (−4.2%)
- 新進機構
- 77
- 另有 263 家加碼
- 清倉機構
- 93
- 另有 301 家減碼
另有 11 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Lindenwold Advisors | 2,102 | $85.0 萬 | 0.40% | −279−11.7% | 減碼 |
| Vident Advisory, LLC | 2,123 | $85.8 萬 | 0.01% | +26+1.2% | 加碼 |
| Aigen Investment Management, LP | 2,140 | $86.5 萬 | 0.13% | −1,182−35.6% | 減碼 |
| Concurrent Investment Advisors, LLC | 2,140 | $86.5 萬 | 0.01% | −181−7.8% | 減碼 |
| Sterling Capital Management LLC | 2,152 | $87.0 萬 | 0.01% | −165−7.1% | 減碼 |
| Mattern Capital Management, LLC | 2,152 | $87.0 萬 | 0.10% | +626+41.0% | 加碼 |
| Norden Group LLC | 2,167 | $87.7 萬 | 0.09% | −21−1.0% | 減碼 |
| American National Bank | 2,180 | $88.1 萬 | 0.09% | −65−2.9% | 減碼 |
| Cox Capital Mgt LLC | 2,200 | $88.9 萬 | 0.58% | 00.0% | 不變 |
| Financial Advisory Service, Inc. | 2,206 | $89.2 萬 | 0.06% | +7+0.3% | 加碼 |
| CIBC Asset Management Inc | 2,262 | $91.5 萬 | 0.00% | +9+0.4% | 加碼 |
| Crawford Investment Counsel Inc | 2,263 | $91.5 萬 | 0.02% | −8−0.4% | 減碼 |
| Capital Analysts, LLC | 2,271 | $91.9 萬 | 0.03% | +180+8.6% | 加碼 |
| Roundview Capital LLC | 2,346 | $94.8 萬 | 0.06% | +12+0.5% | 加碼 |
| Equitable Trust Co | 2,402 | $97.1 萬 | 0.04% | +511+27.0% | 加碼 |
| Numerai GP LLC | 2,469 | $99.8 萬 | 0.14% | +2,469 | 新進 |
| Freestone Grove Partners LP | 2,493 | $100.8 萬 | 0.01% | −4,435−64.0% | 減碼 |
| We Are One Seven, LLC | 2,501 | $101.1 萬 | 0.02% | +888+55.1% | 加碼 |
| Knollwood Investment Advisory, LLC | 2,523 | $102.0 萬 | 0.09% | 00.0% | 不變 |
| SlateStone Wealth, LLC | 2,542 | $102.8 萬 | 0.09% | +140+5.8% | 加碼 |
| Generali Asset Management SPA SGR | 2,548 | $103.0 萬 | 0.02% | −1,964−43.5% | 減碼 |
| Charter Oak Capital Management, LLC | 2,550 | $103.1 萬 | 0.08% | 00.0% | 不變 |
| Coastal Bridge Advisors, LLC | 2,569 | $103.8 萬 | 0.08% | +489+23.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 2,573 | $104.0 萬 | 0.01% | +29+1.1% | 加碼 |
| Oddo BHF Asset Management SAS | 2,576 | $104.1 萬 | 0.04% | −92−3.4% | 減碼 |
| Change Path, LLC | 2,589 | $104.7 萬 | 0.03% | +28+1.1% | 加碼 |
| First Citizens Bank & Trust Co | 2,604 | $105.3 萬 | 0.02% | −65−2.4% | 減碼 |
| Securian Asset Management, Inc | 2,606 | $105.4 萬 | 0.03% | −100−3.7% | 減碼 |
| Old National Bancorp | 2,608 | $105.4 萬 | 0.02% | −581−18.2% | 減碼 |
| Jones Financial Companies LLLP | 2,659 | $105.9 萬 | 0.00% | −489−15.5% | 減碼 |
| Eastern Bank | 2,645 | $106.9 萬 | 0.02% | +20+0.8% | 加碼 |
| Procyon Private Wealth Partners, LLC | 2,690 | $108.8 萬 | 0.06% | −339−11.2% | 減碼 |
| CoreCap Advisors, LLC | 2,813 | $113.7 萬 | 0.04% | −665−19.1% | 減碼 |
| Brown Advisory Inc | 2,872 | $116.1 萬 | 0.00% | −7,026−71.0% | 減碼 |
| Parr McKnight Wealth Management Group, LLC | 2,909 | $117.6 萬 | 0.15% | +377+14.9% | 加碼 |
| Chicago Capital, LLC | 2,931 | $118.5 萬 | 0.03% | −65−2.2% | 減碼 |
| Harvey Investment Co LLC | 2,965 | $119.9 萬 | 0.13% | +220+8.0% | 加碼 |
| MML Investors Services, LLC | 2,984 | $120.6 萬 | 0.00% | −467−13.5% | 減碼 |
| Davidson Kahn Capital Management, LLC | 3,018 | $122.0 萬 | 0.68% | +1,431+90.2% | 加碼 |
| MAI Capital Management | 3,043 | $123.0 萬 | 0.01% | +2,454+416.6% | 加碼 |
| Confluence Wealth Services, Inc. | 3,062 | $123.8 萬 | 0.06% | +151+5.2% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,078 | $124.4 萬 | 0.04% | −3−0.1% | 減碼 |
| Portside Wealth Group, LLC | 3,085 | $124.7 萬 | 0.17% | +71+2.4% | 加碼 |
| Trueblood Wealth Management, LLC | 3,204 | $129.5 萬 | 0.51% | −953−22.9% | 減碼 |
| Mirabaud Asset Management Ltd | 3,264 | $130.4 萬 | 0.63% | −427−11.6% | 減碼 |
| Chicago Trust Co NA | 3,236 | $130.8 萬 | 0.18% | 00.0% | 不變 |
| Ethic Inc. | 3,304 | $133.6 萬 | 0.02% | −725−18.0% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 3,314 | $134.0 萬 | 0.05% | +42+1.3% | 加碼 |
| Mercer Global Advisors Inc | 3,316 | $134.1 萬 | 0.00% | +1,081+48.4% | 加碼 |
| Belpointe Asset Management LLC | 3,339 | $135.0 萬 | 0.05% | +237+7.6% | 加碼 |
| Alpha Omega Wealth Management LLC | 3,403 | $137.6 萬 | 0.23% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 3,442 | $139.2 萬 | 0.03% | +3,442 | 新進 |
| Perbak Capital Partners LLP | 3,494 | $141.3 萬 | 0.25% | +1,808+107.2% | 加碼 |
| Access Financial Services, Inc. | 3,524 | $142.5 萬 | 0.52% | −36−1.0% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 3,532 | $142.8 萬 | 0.00% | −177−4.8% | 減碼 |
| Occudo Quantitative Strategies LP | 3,560 | $143.9 萬 | 0.18% | +3,560 | 新進 |
| GHP Investment Advisors, Inc. | 3,562 | $144.0 萬 | 0.06% | −1,198−25.2% | 減碼 |
| Citizens Financial Group Inc | 3,571 | $144.4 萬 | 0.02% | −256−6.7% | 減碼 |
| Prudential Financial Inc | 3,641 | $147.2 萬 | 0.00% | −196−5.1% | 減碼 |
| Prime Capital Investment Advisors, LLC | 3,675 | $148.6 萬 | 0.02% | +295+8.7% | 加碼 |
| Cresset Asset Management, LLC | 3,708 | $149.9 萬 | 0.01% | +781+26.7% | 加碼 |
| Capital Investment Advisory Services, LLC | 3,735 | $151.0 萬 | 0.12% | 00.0% | 不變 |
| Birch Capital Management, LLC | 3,756 | $151.9 萬 | 0.77% | −34−0.9% | 減碼 |
| Daiwa Securities Group Inc. | 3,772 | $152.5 萬 | 0.01% | +872+30.1% | 加碼 |
| State of Alaska, Department of Revenue | 3,817 | $154.3 萬 | 0.02% | −110−2.8% | 減碼 |
| JustInvest LLC | 3,821 | $154.5 萬 | 0.02% | −264−6.5% | 減碼 |
| Umb Bank N A | 3,839 | $155.2 萬 | 0.02% | −22−0.6% | 減碼 |
| Campbell Capital Management Inc | 3,850 | $155.7 萬 | 0.60% | +3,850 | 新進 |
| FORA Capital, LLC | 3,856 | $155.9 萬 | 0.28% | −1,029−21.1% | 減碼 |
| Avanza Fonder AB | 3,886 | $157.1 萬 | 0.04% | 00.0% | 不變 |
| Taylor Frigon Capital Management LLC | 3,915 | $158.3 萬 | 0.79% | +104+2.7% | 加碼 |
| OP Asset Management Ltd | 3,939 | $159.3 萬 | 0.02% | 00.0% | 不變 |
| Envestnet Portfolio Solutions, Inc. | 3,970 | $160.5 萬 | 0.01% | −760−16.1% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 3,979 | $160.9 萬 | 0.01% | −692−14.8% | 減碼 |
| Summit Trail Advisors, LLC | 4,015 | $162.3 萬 | 0.02% | +1,484+58.6% | 加碼 |
| TD Private Client Wealth LLC | 4,024 | $162.7 萬 | 0.04% | −534−11.7% | 減碼 |
| Annandale Capital, LLC | 4,109 | $166.1 萬 | 0.29% | 00.0% | 不變 |
| Lee Financial Co | 4,128 | $166.9 萬 | 0.21% | −41−1.0% | 減碼 |
| Intrepid Capital Management Inc | 4,266 | $172.5 萬 | 0.68% | 00.0% | 不變 |
| Illinois Municipal Retirement Fund | 4,353 | $176.0 萬 | 0.02% | −2,251−34.1% | 減碼 |
| RSM US Wealth Management LLC | 4,400 | $177.9 萬 | 0.02% | +249+6.0% | 加碼 |
| Northwest & Ethical Investments L.P. | 4,434 | $179.3 萬 | 0.04% | 00.0% | 不變 |
| Nissay Asset Management Corp | 4,512 | $182.4 萬 | 0.01% | +43+1.0% | 加碼 |
| Hunter Associates Investment Management LLC | 4,545 | $183.0 萬 | 0.25% | −45−1.0% | 減碼 |
| Teacher Retirement System of Texas | 4,570 | $184.8 萬 | 0.01% | −716−13.5% | 減碼 |
| CWM Advisors, LLC | 4,612 | $186.5 萬 | 0.18% | +213+4.8% | 加碼 |
| Pacer Advisors, Inc. | 4,674 | $189.0 萬 | 0.00% | +4,674 | 新進 |
| RFG Advisory, LLC | 4,688 | $189.5 萬 | 0.04% | +268+6.1% | 加碼 |
| KBC Group NV | 4,716 | $190.7 萬 | 0.00% | +16+0.3% | 加碼 |
| Squarepoint Ops LLC | 4,790 | $193.7 萬 | 0.00% | −79,540−94.3% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 4,846 | $195.9 萬 | 0.01% | +578+13.5% | 加碼 |
| Bridges Investment Management Inc | 4,874 | $197.1 萬 | 0.03% | +219+4.7% | 加碼 |
| Barbara Oil Co. | 5,000 | $202.2 萬 | 0.75% | 00.0% | 不變 |
| Univest Financial Corp | 5,008 | $202.5 萬 | 0.11% | −278−5.3% | 減碼 |
| British Columbia Investment Management Corp | 5,014 | $202.7 萬 | 0.01% | −463−8.5% | 減碼 |
| Advisors Asset Management, Inc. | 5,095 | $206.0 萬 | 0.03% | −1,163−18.6% | 減碼 |
| Jump Financial, LLC | 5,402 | $218.4 萬 | 0.03% | +5,402 | 新進 |
| Level Four Advisory Services, LLC | 5,456 | $220.6 萬 | 0.08% | +171+3.2% | 加碼 |
| Engineers Gate Manager LP | 5,509 | $222.7 萬 | 0.03% | −25,800−82.4% | 減碼 |
| Allianz Asset Management GmbH | 5,629 | $227.6 萬 | 0.00% | +3,961+237.5% | 加碼 |