Watsco Inc

WSO

交易所: NYSE
產業: Wholesale-Hardware & Plumbing & Heating Equipment & Supplies
SEC CIK: 0000105016

SEC 申報列表（在新分頁開啟）

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

2026 年第 1 季與 2025 年第 4 季比較

持有 Watsco Inc 的機構從 2025 年第 4 季到 2026 年第 1 季的變化。

2026 年第 1 季全部持有人 2025 年第 4 季全部持有人

WSO 的 13F 持有人：2025 年第 4 季與 2026 年第 1 季比較
項目	2025 年第 4 季	其中尚未申報 2026 年第 1 季	2026 年第 1 季	變化
持有家數	768	13	772	+17
股數	3,741 萬	394.7 萬	3,828 萬	+481.8 萬 (+14.4%)
市值	$126.2 億	$13.3 億	$139.2 億	+$26.3 億 (+23.3%)

13 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（100 家）

2026 年第 1 季季末持有 Watsco Inc、2025 年第 4 季季末沒有持有的機構。

2026 年第 1 季新進 WSO 的機構
機構	股數	市值	佔組合 %
Capital Research Global Investors	1,898,603	$6.91 億	0.11%
Vanguard Portfolio Management LLC	1,751,054	$6.37 億	0.03%
Vanguard Capital Management LLC	1,567,499	$5.70 億	0.01%
Vanguard Fiduciary Trust Co	216,751	$7,885 萬	0.02%
SG Capital Management LLC	161,191	$5,864 萬	4.83%
Junto Capital Management LP	145,151	$5,280 萬	1.12%
CIBC Bancorp USA Inc.	127,904	$4,653 萬	0.06%
DDD Partners, LLC	50,496	$1,837 萬	1.27%
Intrinsic Edge Capital Management LLC	40,000	$1,455 萬	2.65%
Susquehanna International Group, LLP	25,075	$912.2 萬	0.01%
Freestone Grove Partners LP	23,359	$849.8 萬	0.06%
Vanguard Asset Management, Ltd	17,341	$630.8 萬	0.01%
Vanguard Investments Australia, Ltd.	16,021	$582.8 萬	0.02%
Marshall Wace, LLP	14,330	$521.3 萬	0.01%
Vanguard Global Advisers, LLC	14,168	$515.4 萬	0.00%
Westfield Capital Management Co LP	9,822	$357.3 萬	0.01%
Cambiar Investors LLC	9,147	$332.8 萬	0.15%
Tredje AP-fonden	8,497	$309.1 萬	0.02%
IFM Investors Pty Ltd	7,461	$271.4 萬	0.02%
Hosking Partners LLP	7,092	$258.0 萬	0.09%
SEB Asset Management AB	6,993	$254.4 萬	0.01%
Worldquant Millennium Advisors LLC	6,418	$233.5 萬	0.01%
Atom Investors LP	5,848	$212.7 萬	0.15%
Ilmarinen Mutual Pension Insurance Co	5,096	$185.4 萬	0.01%
Arrowstreet Capital, Limited Partnership	4,630	$168.4 萬	0.00%
Centiva Capital, LP	3,965	$144.2 萬	0.07%
Eurizon Capital SGR S.p.A.	3,958	$143.6 萬	0.00%
Jain Global LLC	3,363	$122.3 萬	0.02%
TradeLink Capital LLC	3,057	$113.7 萬	8.59%
Warren Averett Asset Management, LLC	3,100	$112.8 萬	0.01%
Tocqueville Asset Management L.P.	3,000	$109.1 萬	0.02%
Roundview Capital LLC	2,181	$79.3 萬	0.05%
Hancock Whitney Corp	1,923	$70.3 萬	0.01%
WoodTrust Financial Corp	1,825	$66.4 萬	0.09%
Park Avenue Securities LLC	1,714	$62.3 萬	0.00%
Harrell Investment Partners, LLC	1,669	$60.7 萬	0.14%
Integrated Wealth Concepts LLC	1,513	$55.0 萬	0.00%
Nicolet Bankshares Inc	1,326	$49.9 萬	0.02%
Voya Financial Advisors, Inc.	1,424	$49.4 萬	0.05%
Ritholtz Wealth Management	1,320	$48.0 萬	0.01%
Unified Investment Management	1,312	$47.7 萬	0.49%
Saudi Central Bank	1,289	$46.9 萬	0.01%
Empowered Funds, LLC	1,239	$45.1 萬	0.00%
Citizens Business Bank	1,239	$45.1 萬	0.07%
Two Sigma Securities, LLC	1,214	$44.2 萬	0.05%
Significant Wealth Partners LLC	1,154	$42.0 萬	0.52%
Patten Group, Inc.	1,134	$41.3 萬	0.07%
Texas Yale Capital Corp.	1,042	$37.9 萬	0.01%
Ballentine Partners, LLC	1,029	$37.4 萬	0.01%
Osmosis Investment Management UK Ltd	1,004	$36.5 萬	0.01%
Autumn Glory Partners, LLC	950	$34.6 萬	0.13%
Simon Quick Advisors, LLC	923	$33.6 萬	0.02%
Lombard Odier Asset Management (USA) Corp	886	$32.2 萬	0.17%
Apollon Wealth Management, LLC	719	$26.2 萬	0.00%
Advisory Services Network, LLC	689	$25.1 萬	0.00%
Roehl & Yi Investment Advisors, LLC	680	$24.7 萬	0.09%
Thrive Wealth Management, LLC	676	$24.6 萬	0.04%
Fisher Asset Management, LLC	667	$24.3 萬	0.00%
Catalyst Funds Management Pty Ltd	645	$23.5 萬	0.04%
Apella Capital, LLC	539	$23.2 萬	0.00%
Journey Strategic Wealth LLC	634	$23.1 萬	0.01%
RiverFront Investment Group, LLC	610	$22.2 萬	0.00%
Fundamentun, LLC	603	$21.9 萬	0.01%
Ashton Thomas Private Wealth, LLC	601	$21.9 萬	0.01%
DV Trading LLC	600	$21.8 萬	0.02%
Laird Norton Trust Company, LLC	589	$21.5 萬	0.00%
Oslo Pensjonsforsikring AS	587	$21.4 萬	0.03%
Eagle Global Advisors LLC	586	$21.3 萬	0.01%
Boyar Asset Management Inc.	583	$21.2 萬	0.12%
Biltmore Family Office, LLC	582	$21.2 萬	0.03%
DC Investments Management, LLC	567	$20.6 萬	0.08%
Independent Wealth Network Inc.	553	$20.1 萬	0.06%
Legacy Trust	551	$20.0 萬	0.04%
Mather Group, LLC.	231	$8.40 萬	0.00%
FNY Investment Advisers, LLC	200	$7.20 萬	0.03%
Strengthening Families & Communities, LLC	86	$3.14 萬	0.01%
Elequin Capital LP	80	$2.91 萬	0.00%
Beacon Investment Advisory Services, Inc.	70	$2.55 萬	0.00%
Manchester Capital Management LLC	69	$2.51 萬	0.00%
Main Street Group, LTD	35	$1.27 萬	0.00%
Twin Peaks Wealth Advisors, LLC	28	$1.02 萬	0.00%
Fortitude Family Office, LLC	22	$8,003	0.00%
Birchwood Financial Partners, Inc.	21	$7,640	0.01%
MBM Wealth Consultants, LLC	16	$5,821	0.00%
Financial Life Planners	16	$5,750	0.00%
Napier Financial, LLC	14	$5,094	0.00%
Kemnay Advisory Services Inc.	14	$5,093	0.00%
Cassaday & Co Wealth Management LLC	13	$4,730	0.00%
JNBA Financial Advisors	10	$3,638	0.00%
ZRC Wealth Management, LLC	10	$3,638	0.00%
Philadelphia Investment Partners, LLC	8	$2,957	0.00%
Wall Street Financial Group, Inc.	7	$2,547	0.00%
Magnolia Wealth Management, LLC	5	$1,819	0.00%
Scarborough Advisors, LLC	3	$1,210	0.00%
Vermillion Wealth Management, Inc.	3	$1,091	0.00%
MidFirst Bank	3	$1,091	0.00%
Albion Financial Group	1	$364	0.00%
Prestige Wealth Management Group LLC	1	$364	0.00%
Bare Financial Services, Inc	1	$364	0.00%
HFM Investment Advisors, LLC	1	$364	0.00%

清倉機構（83 家）

2025 年第 4 季季末持有 Watsco Inc、2026 年第 1 季有申報但已經沒有持有的機構。

2026 年第 1 季清倉 WSO 的機構
機構	2025 年第 4 季股數	2025 年第 4 季市值
Two Sigma Advisers, LP	234,580	$7,904 萬
Voloridge Investment Management, LLC	120,497	$4,060 萬
D. E. Shaw & Co., Inc.	62,727	$2,114 萬
Tudor Investment Corp Et Al	61,054	$2,057 萬
Trexquant Investment LP	12,236	$412.3 萬
SummitTX Capital, L.P.	9,756	$328.7 萬
Nicola Wealth Management Ltd.	8,000	$269.6 萬
Skandinaviska Enskilda Banken AB (publ)	6,931	$233.5 萬
Occudo Quantitative Strategies LP	6,669	$224.7 萬
Regents Gate Capital LLP	6,430	$216.7 萬
Jefferies Financial Group Inc.	6,188	$208.5 萬
Weiss Asset Management LP	5,519	$186.0 萬
Northwest & Ethical Investments L.P.	4,555	$153.5 萬
Squarepoint Ops LLC	4,497	$151.5 萬
Bank Julius Baer & Co. Ltd, Zurich	3,948	$135.4 萬
Campbell & CO Investment Adviser LLC	3,775	$127.2 萬
Alberta Investment Management Corp	3,700	$124.7 萬
Schonfeld Strategic Advisors LLC	3,696	$124.5 萬
Lee Financial Co	3,665	$123.5 萬
Bradley Foster & Sargent Inc	3,026	$101.9 萬
Ethic Inc.	2,819	$95.0 萬
Capital International Sarl	2,709	$91.3 萬
Cynosure Management, LLC	2,632	$88.7 萬
Gsa Capital Partners LLP	2,163	$72.9 萬
FORA Capital, LLC	1,584	$53.4 萬
Quantitative Investment Management, LLC	1,543	$51.9 萬
Rakuten Investment Management, Inc.	1,479	$51.6 萬
Atomi Financial Group, Inc.	1,486	$50.1 萬
Levin Capital Strategies, L.P.	1,400	$47.2 萬
Baader Bank INC	1,384	$46.6 萬
Scientech Research LLC	1,183	$39.9 萬
Teacher Retirement System of Texas	1,155	$38.9 萬
Prelude Capital Management, LLC	1,128	$38.0 萬
Illinois Municipal Retirement Fund	1,122	$37.8 萬
Kestra Advisory Services, LLC	1,118	$37.7 萬
Parr McKnight Wealth Management Group, LLC	1,057	$35.6 萬
Obermeyer Wood Investment Counsel, LLLP	1,024	$34.5 萬
Axxcess Wealth Management, LLC	997	$33.6 萬
Heritage Family Offices, LLP	861	$29.0 萬
Fieldview Capital Management, LLC	838	$28.2 萬
StoneX Group Inc.	806	$27.2 萬
Aigen Investment Management, LP	733	$24.7 萬
Haverford Trust Co	710	$23.9 萬
TrueMark Investments, LLC	706	$23.8 萬
Somerville Kurt F	700	$23.6 萬
Capital Group Private Client Services, Inc.	684	$23.0 萬
Ellevest, Inc.	675	$22.7 萬
Pinnacle Financial Partners, Inc.	671	$22.6 萬
Marble Wealth, LLC	635	$21.4 萬
Principal Securities, Inc.	632	$21.3 萬
Axq Capital, LP	632	$21.3 萬
Canada Pension Plan Investment Board	620	$20.9 萬
Alpine Global Management, LLC	615	$20.7 萬
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	420	$14.2 萬
Fideuram Asset Management (Ireland) dac	295	$11.8 萬
Evermay Wealth Management LLC	295	$9.94 萬
LRI Investments, LLC	231	$7.78 萬
Roble, Belko & Company, Inc	171	$5.80 萬
Commonwealth Retirement Investments LLC	132	$4.45 萬
Bayforest Capital Ltd	127	$4.28 萬
Strategic Advocates LLC	123	$4.22 萬
MTM Investment Management, LLC	117	$3.94 萬
Laurel Wealth Advisors LLC	111	$3.74 萬
Flagship Harbor Advisors, LLC	94	$3.19 萬
Quest Partners LLC	88	$2.97 萬
SageView Advisory Group, LLC	78	$2.63 萬
Chilton Capital Management LLC	76	$2.56 萬
Optiver Holding B.V.	74	$2.49 萬
Elyxium Wealth, LLC	62	$2.09 萬
TCTC Holdings, LLC	56	$1.89 萬
IFC & Insurance Marketing, Inc.	51	$1.70 萬
BOK Financial Private Wealth, Inc.	35	$1.18 萬
Wealth Watch Advisors, INC	23	$7,750
CBIZ Investment Advisory Services, LLC	18	$6,065
Wealth Preservation Advisors, LLC	16	$5,391
Pingora Partners LLC	15	$5,054
Tucker Asset Management LLC	7	$2,359
Johnson Financial Group, Inc.	5	$1,685
Turning Point Benefit Group, Inc.	5	$1,684
South State Corp.	4	$1,348
Spire Wealth Management	3	$1,176
Lloyd Advisory Services, LLC.	2	$731
Key Capital Management, INC	1	$337

尚未申報 2026 年第 1 季的機構（13 家）

2025 年第 4 季季末持有 Watsco Inc、還沒有申報 2026 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 4 季持有 WSO、尚未申報 2026 年第 1 季的機構
機構	2025 年第 4 季股數	2025 年第 4 季市值
Vanguard Group Inc	3,523,522	$11.9 億
Norges Bank	328,989	$1.11 億
Comerica Bank	45,756	$1,542 萬
FineMark National Bank & Trust	20,823	$701.6 萬
CIBC Private Wealth Group, LLC	11,246	$378.9 萬
Forsta Ap-Fonden	8,600	$289.8 萬
CIBC World Markets Corp	4,911	$165.5 萬
David Loasby	951	$35.8 萬
Clarius Group, LLC	1,000	$33.7 萬
Global Retirement Partners, LLC	428	$14.4 萬
Trust Co of Vermont	240	$8.09 萬
Ransom Advisory, Ltd	67	$2.26 萬
Litman Gregory Asset Management LLC	1	$337