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 4 季 13F 持有人
Watsco Inc 在 2025/12/31 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
- 768
- 較 2025 年第 3 季 0 家
- 持有股數
- 3,741 萬
- 較 2025 年第 3 季 +132.8 萬 (+3.7%)
- 總市值
- $126.2 億
- 較 2025 年第 3 季 −$19.7 億 (−13.5%)
- 新進機構
- 110
- 另有 227 家加碼
- 清倉機構
- 110
- 另有 322 家減碼
另有 12 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Portside Wealth Group, LLC | 2,339 | $78.8 萬 | 0.11% | −746−24.2% | 減碼 |
| Prudential Financial Inc | 2,299 | $78.9 萬 | 0.00% | −1,342−36.9% | 減碼 |
| Bridges Investment Management Inc | 2,372 | $79.9 萬 | 0.01% | −2,502−51.3% | 減碼 |
| Allstate Corp | 2,383 | $80.3 萬 | 0.01% | +1,089+84.2% | 加碼 |
| Cranbrook Wealth Management, LLC | 2,391 | $80.6 萬 | 0.16% | +507+26.9% | 加碼 |
| Caxton Associates LLP | 2,406 | $81.1 萬 | 0.02% | +2,406 | 新進 |
| CoreCap Advisors, LLC | 2,410 | $81.2 萬 | 0.03% | −403−14.3% | 減碼 |
| Havemeyer Place LP | 2,434 | $82.0 萬 | 0.16% | +2,434 | 新進 |
| Triad Investment Management | 2,445 | $82.4 萬 | 0.83% | +2,445 | 新進 |
| MML Investors Services, LLC | 2,451 | $82.6 萬 | 0.00% | −533−17.9% | 減碼 |
| Procyon Private Wealth Partners, LLC | 2,470 | $83.2 萬 | 0.04% | −220−8.2% | 減碼 |
| Brown Advisory Inc | 2,482 | $83.6 萬 | 0.00% | −390−13.6% | 減碼 |
| Knollwood Investment Advisory, LLC | 2,523 | $85.0 萬 | 0.08% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 2,533 | $85.3 萬 | 0.00% | −40−1.6% | 減碼 |
| Charter Oak Capital Management, LLC | 2,550 | $85.9 萬 | 0.07% | 00.0% | 不變 |
| Coastal Bridge Advisors, LLC | 2,575 | $86.8 萬 | 0.06% | +6+0.2% | 加碼 |
| First Citizens Bank & Trust Co | 2,576 | $86.8 萬 | 0.02% | −28−1.1% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,581 | $87.0 萬 | 0.03% | −497−16.1% | 減碼 |
| Change Path, LLC | 2,594 | $87.4 萬 | 0.02% | +5+0.2% | 加碼 |
| Securian Asset Management, Inc | 2,606 | $87.8 萬 | 0.03% | 00.0% | 不變 |
| Cynosure Management, LLC | 2,632 | $88.7 萬 | 0.09% | +1,818+223.3% | 加碼 |
| SlateStone Wealth, LLC | 2,641 | $89.0 萬 | 0.07% | +99+3.9% | 加碼 |
| Equitable Trust Co | 2,654 | $89.4 萬 | 0.04% | +252+10.5% | 加碼 |
| Capital International Sarl | 2,709 | $91.3 萬 | 0.01% | +1,019+60.3% | 加碼 |
| Eastern Bank | 2,729 | $92.0 萬 | 0.02% | +84+3.2% | 加碼 |
| Ethic Inc. | 2,819 | $95.0 萬 | 0.01% | −485−14.7% | 減碼 |
| Carderock Capital Management Inc | 2,822 | $95.1 萬 | 0.23% | −11,677−80.5% | 減碼 |
| National Pension Service | 2,982 | $100.5 萬 | 0.00% | +1,437+93.0% | 加碼 |
| Investment Management Corp of Ontario | 2,985 | $100.6 萬 | 0.01% | +1,282+75.3% | 加碼 |
| Chicago Capital, LLC | 3,007 | $101.3 萬 | 0.03% | +76+2.6% | 加碼 |
| Access Financial Services, Inc. | 3,013 | $101.5 萬 | 0.37% | −511−14.5% | 減碼 |
| Umb Bank N A | 3,017 | $101.7 萬 | 0.01% | −822−21.4% | 減碼 |
| Bradley Foster & Sargent Inc | 3,026 | $101.9 萬 | 0.01% | −8,009−72.6% | 減碼 |
| Citizens Financial Group Inc | 3,078 | $103.7 萬 | 0.01% | −493−13.8% | 減碼 |
| GHP Investment Advisors, Inc. | 3,090 | $104.1 萬 | 0.04% | −472−13.3% | 減碼 |
| Toroso Investments, LLC | 3,159 | $106.4 萬 | 0.00% | +2,147+212.2% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 3,160 | $106.5 萬 | 0.04% | −154−4.6% | 減碼 |
| Concurrent Investment Advisors, LLC | 3,177 | $107.1 萬 | 0.01% | +1,037+48.5% | 加碼 |
| Mercer Global Advisors Inc | 3,182 | $107.2 萬 | 0.00% | −134−4.0% | 減碼 |
| Chicago Trust Co NA | 3,196 | $107.7 萬 | 0.17% | −40−1.2% | 減碼 |
| Davidson Kahn Capital Management, LLC | 3,198 | $107.8 萬 | 0.56% | +180+6.0% | 加碼 |
| Mattern Capital Management, LLC | 3,225 | $108.7 萬 | 0.13% | +1,073+49.9% | 加碼 |
| Alpha Omega Wealth Management LLC | 3,403 | $114.7 萬 | 0.19% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 3,412 | $115.0 萬 | 0.00% | −296−8.0% | 減碼 |
| Atlantic Union Bankshares Corp | 3,458 | $116.5 萬 | 0.02% | +16+0.5% | 加碼 |
| State of Alaska, Department of Revenue | 3,467 | $116.8 萬 | 0.01% | −350−9.2% | 減碼 |
| Inceptionr LLC | 3,486 | $117.5 萬 | 0.33% | +3,486 | 新進 |
| Annandale Capital, LLC | 3,488 | $117.5 萬 | 0.19% | −621−15.1% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 3,512 | $118.3 萬 | 0.03% | −4,438−55.8% | 減碼 |
| Belpointe Asset Management LLC | 3,522 | $118.7 萬 | 0.04% | +183+5.5% | 加碼 |
| Jane Street Group, LLC | 3,563 | $120.1 萬 | 0.00% | +2,900+437.4% | 加碼 |
| Public Employees Retirement Association of Colorado | 3,605 | $121.5 萬 | 0.00% | −23,361−86.6% | 減碼 |
| RSM US Wealth Management LLC | 3,543 | $121.6 萬 | 0.02% | −857−19.5% | 減碼 |
| Lee Financial Co | 3,665 | $123.5 萬 | 0.17% | −463−11.2% | 減碼 |
| TD Private Client Wealth LLC | 3,692 | $124.4 萬 | 0.03% | −332−8.3% | 減碼 |
| Schonfeld Strategic Advisors LLC | 3,696 | $124.5 萬 | 0.01% | −11,193−75.2% | 減碼 |
| Bank of Nova Scotia | 3,699 | $124.6 萬 | 0.00% | +1,829+97.8% | 加碼 |
| Alberta Investment Management Corp | 3,700 | $124.7 萬 | 0.01% | −3,300−47.1% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 3,713 | $125.1 萬 | 0.00% | −257−6.5% | 減碼 |
| Capital Investment Advisory Services, LLC | 3,735 | $125.9 萬 | 0.09% | 00.0% | 不變 |
| Daiwa Securities Group Inc. | 3,736 | $125.9 萬 | 0.00% | −36−1.0% | 減碼 |
| Campbell & CO Investment Adviser LLC | 3,775 | $127.2 萬 | 0.06% | +3,775 | 新進 |
| Graham Capital Management, L.P. | 3,969 | $133.7 萬 | 0.05% | +3,338+529.0% | 加碼 |
| Voleon Capital Management LP | 3,979 | $134.1 萬 | 0.03% | +3,979 | 新進 |
| Bokf, NA | 3,981 | $134.1 萬 | 0.02% | −2,722−40.6% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 3,948 | $135.4 萬 | 0.00% | +3,948 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 4,106 | $138.3 萬 | 0.00% | +574+16.3% | 加碼 |
| Quadrant Capital Group LLC | 4,137 | $139.4 萬 | 0.04% | +3,499+548.4% | 加碼 |
| JustInvest LLC | 4,181 | $140.9 萬 | 0.01% | +360+9.4% | 加碼 |
| Pacer Advisors, Inc. | 4,184 | $141.0 萬 | 0.00% | −490−10.5% | 減碼 |
| Birch Capital Management, LLC | 4,199 | $141.5 萬 | 0.71% | +443+11.8% | 加碼 |
| Taylor Frigon Capital Management LLC | 4,231 | $142.6 萬 | 0.72% | +316+8.1% | 加碼 |
| Intrepid Capital Management Inc | 4,254 | $143.3 萬 | 0.55% | −12−0.3% | 減碼 |
| Virtu Financial LLC | 4,264 | $143.6 萬 | 0.06% | +4,264 | 新進 |
| OP Asset Management Ltd | 4,283 | $144.3 萬 | 0.02% | +344+8.7% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,276 | $144.7 萬 | 0.00% | +2,310+117.5% | 加碼 |
| WCM Investment Management, LLC | 4,250 | $145.8 萬 | 0.00% | −3,276−43.5% | 減碼 |
| Summit Trail Advisors, LLC | 4,350 | $146.6 萬 | 0.03% | +335+8.3% | 加碼 |
| Univest Financial Corp | 4,361 | $146.9 萬 | 0.08% | −647−12.9% | 減碼 |
| Hunter Associates Investment Management LLC | 4,465 | $150.6 萬 | 0.20% | −80−1.8% | 減碼 |
| Mirabaud Asset Management Ltd | 3,197 | $150.9 萬 | 0.72% | −67−2.1% | 減碼 |
| Squarepoint Ops LLC | 4,497 | $151.5 萬 | 0.00% | −293−6.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 4,513 | $152.1 萬 | 0.01% | −333−6.9% | 減碼 |
| Northwest & Ethical Investments L.P. | 4,555 | $153.5 萬 | 0.03% | +121+2.7% | 加碼 |
| Landscape Capital Management, L.L.C. | 4,556 | $153.5 萬 | 0.10% | +4,556 | 新進 |
| Nissay Asset Management Corp | 4,608 | $155.3 萬 | 0.01% | +96+2.1% | 加碼 |
| KBC Group NV | 4,674 | $157.5 萬 | 0.00% | −42−0.9% | 減碼 |
| RFG Advisory, LLC | 4,814 | $162.2 萬 | 0.03% | +126+2.7% | 加碼 |
| 2Xideas AG | 4,837 | $163.0 萬 | 0.46% | +4,837 | 新進 |
| CWM Advisors, LLC | 4,907 | $165.3 萬 | 0.15% | +295+6.4% | 加碼 |
| CIBC World Markets Corp | 4,911 | $165.5 萬 | 0.01% | +4,911 | 新進 |
| Barbara Oil Co. | 5,000 | $168.5 萬 | 0.63% | 00.0% | 不變 |
| Argent Trust Co | 5,066 | $170.7 萬 | 0.06% | −703−12.2% | 減碼 |
| Journey Retirement Planning & Investment Management LLC | 5,145 | $173.4 萬 | 0.36% | +5,145 | 新進 |
| Coldstream Capital Management Inc | 5,198 | $175.1 萬 | 0.02% | −434−7.7% | 減碼 |
| Xponance, Inc. | 5,442 | $183.4 萬 | 0.01% | −631−10.4% | 減碼 |
| Callan Family Office, LLC | 5,454 | $183.8 萬 | 0.04% | +4,286+367.0% | 加碼 |
| Weiss Asset Management LP | 5,519 | $186.0 萬 | 0.03% | +5,519 | 新進 |
| Level Four Advisory Services, LLC | 5,593 | $188.5 萬 | 0.06% | +137+2.5% | 加碼 |
| Toronto Dominion Bank | 5,600 | $188.7 萬 | 0.00% | −85−1.5% | 減碼 |