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
2026 年第 1 季 13F 持有人
Watsco Inc 在 2026/3/31 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
- 772
- 較 2025 年第 4 季 +17 家
- 持有股數
- 3,828 萬
- 較 2025 年第 4 季 +481.8 萬 (+14.4%)
- 總市值
- $139.2 億
- 較 2025 年第 4 季 +$26.3 億 (+23.3%)
- 新進機構
- 100
- 另有 287 家加碼
- 清倉機構
- 83
- 另有 242 家減碼
另有 13 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Significant Wealth Partners LLC | 1,154 | $42.0 萬 | 0.52% | +1,154 | 新進 |
| Verity & Verity, LLC | 1,155 | $42.0 萬 | 0.03% | −75−6.1% | 減碼 |
| Mutual Advisors, LLC | 1,158 | $42.1 萬 | 0.01% | +4+0.3% | 加碼 |
| LVW Advisors, LLC | 1,160 | $42.2 萬 | 0.04% | −125−9.7% | 減碼 |
| Modera Wealth Management, LLC | 1,162 | $42.3 萬 | 0.01% | −3−0.3% | 減碼 |
| Shelton Capital Management | 1,164 | $42.3 萬 | 0.01% | 00.0% | 不變 |
| Sterling Capital Management LLC | 1,168 | $42.5 萬 | 0.01% | −895−43.4% | 減碼 |
| Tudor Financial Inc. | 1,195 | $43.5 萬 | 0.22% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 1,214 | $44.2 萬 | 0.05% | +1,214 | 新進 |
| Tower Research Capital LLC (TRC) | 1,216 | $44.2 萬 | 0.01% | −708−36.8% | 減碼 |
| TD Waterhouse Canada Inc. | 1,182 | $44.4 萬 | 0.00% | +922+354.6% | 加碼 |
| Johnson Investment Counsel Inc | 1,229 | $44.7 萬 | 0.00% | −45−3.5% | 減碼 |
| Empowered Funds, LLC | 1,239 | $45.1 萬 | 0.00% | +1,239 | 新進 |
| Citizens Business Bank | 1,239 | $45.1 萬 | 0.07% | +1,239 | 新進 |
| First Bank & Trust | 1,252 | $45.5 萬 | 0.07% | −91−6.8% | 減碼 |
| Saudi Central Bank | 1,289 | $46.9 萬 | 0.01% | +1,289 | 新進 |
| Davidson Kahn Capital Management, LLC | 1,292 | $47.0 萬 | 0.25% | −1,906−59.6% | 減碼 |
| Schroder Investment Management Group | 1,294 | $47.1 萬 | 0.00% | +238+22.5% | 加碼 |
| E. Ohman J:or Asset Management AB | 1,305 | $47.5 萬 | 0.01% | 00.0% | 不變 |
| Tred Avon Family Wealth, LLC | 1,312 | $47.7 萬 | 0.16% | +138+11.8% | 加碼 |
| Unified Investment Management | 1,312 | $47.7 萬 | 0.49% | +1,312 | 新進 |
| Ritholtz Wealth Management | 1,320 | $48.0 萬 | 0.01% | +1,320 | 新進 |
| Advisor OS, LLC | 1,329 | $48.3 萬 | 0.03% | +370+38.6% | 加碼 |
| Avidian Wealth Solutions, LLC | 1,329 | $48.3 萬 | 0.02% | +278+26.5% | 加碼 |
| Baker Avenue Asset Management, LP | 1,339 | $48.7 萬 | 0.01% | +16+1.2% | 加碼 |
| Evergreen Capital Management LLC | 1,340 | $48.7 萬 | 0.01% | +434+47.9% | 加碼 |
| ICW Investment Advisors LLC | 1,343 | $48.8 萬 | 0.18% | +237+21.4% | 加碼 |
| Voya Financial Advisors, Inc. | 1,424 | $49.4 萬 | 0.05% | +1,424 | 新進 |
| Park Place Capital Corp | 1,362 | $49.5 萬 | 0.10% | +370+37.3% | 加碼 |
| Woodline Partners LP | 1,367 | $49.7 萬 | 0.00% | +724+112.6% | 加碼 |
| Nicolet Bankshares Inc | 1,326 | $49.9 萬 | 0.02% | +1,326 | 新進 |
| Simplicity Wealth,LLC | 1,373 | $49.9 萬 | 0.03% | +189+16.0% | 加碼 |
| Merit Financial Group, LLC | 1,373 | $50.0 萬 | 0.00% | +471+52.2% | 加碼 |
| Macquarie Group Ltd | 1,384 | $50.3 萬 | 0.00% | 00.0% | 不變 |
| Advocate Group LLC | 1,384 | $50.3 萬 | 0.08% | 00.0% | 不變 |
| ProShare Advisors LLC | 1,401 | $51.0 萬 | 0.00% | 00.0% | 不變 |
| Tyche Wealth Partners LLC | 1,412 | $51.4 萬 | 0.08% | +493+53.6% | 加碼 |
| Hilltop Holdings Inc. | 1,423 | $51.8 萬 | 0.05% | −436−23.5% | 減碼 |
| Boothbay Fund Management, LLC | 1,429 | $52.0 萬 | 0.01% | +3+0.2% | 加碼 |
| Golden State Equity Partners | 1,435 | $52.2 萬 | 0.04% | −26−1.8% | 減碼 |
| National Bank of Canada | 1,439 | $52.4 萬 | 0.00% | +888+161.2% | 加碼 |
| GAMMA Investing LLC | 1,471 | $53.5 萬 | 0.02% | +776+111.7% | 加碼 |
| Webster Bank, N. A. | 1,493 | $54.3 萬 | 0.05% | 00.0% | 不變 |
| LGT Group Foundation | 1,499 | $54.5 萬 | 0.01% | 00.0% | 不變 |
| Old National Bancorp | 1,507 | $54.8 萬 | 0.01% | −539−26.3% | 減碼 |
| Moody Lynn & Lieberson, LLC | 1,509 | $54.9 萬 | 0.03% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 1,510 | $54.9 萬 | 0.03% | +29+2.0% | 加碼 |
| Prudential PLC | 1,511 | $55.0 萬 | 0.00% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 1,513 | $55.0 萬 | 0.00% | +1,513 | 新進 |
| Centennial Bank | 1,518 | $55.2 萬 | 0.20% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 1,523 | $55.4 萬 | 0.03% | +430+39.3% | 加碼 |
| Beacon Pointe Advisors, LLC | 1,536 | $55.9 萬 | 0.00% | −106−6.5% | 減碼 |
| Graham Capital Management, L.P. | 1,547 | $56.3 萬 | 0.02% | −2,422−61.0% | 減碼 |
| Massachusetts Financial Services Co | 1,549 | $56.4 萬 | 0.00% | −10−0.6% | 減碼 |
| Hantz Financial Services, Inc. | 1,558 | $56.7 萬 | 0.01% | +796+104.5% | 加碼 |
| Phillips Wealth Planners LLC | 1,342 | $57.0 萬 | 0.43% | +418+45.2% | 加碼 |
| Allworth Financial LP | 1,573 | $57.2 萬 | 0.00% | −2−0.1% | 減碼 |
| Journey Retirement Planning & Investment Management LLC | 1,594 | $58.0 萬 | 0.51% | −3,551−69.0% | 減碼 |
| Fifth Third Wealth Advisors LLC | 1,598 | $58.1 萬 | 0.02% | +296+22.7% | 加碼 |
| NBC Securities, Inc. | 1,610 | $58.6 萬 | 0.04% | −4−0.2% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 1,620 | $58.9 萬 | 0.01% | −1,892−53.9% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 1,622 | $59.0 萬 | 0.06% | +106+7.0% | 加碼 |
| Farther Finance Advisors, LLC | 1,571 | $59.0 萬 | 0.01% | −313−16.6% | 減碼 |
| Harrell Investment Partners, LLC | 1,669 | $60.7 萬 | 0.14% | +1,669 | 新進 |
| Adviser Investments LLC | 1,687 | $61.4 萬 | 0.01% | +2+0.1% | 加碼 |
| Park Avenue Securities LLC | 1,714 | $62.3 萬 | 0.00% | +1,714 | 新進 |
| Man Group plc | 1,716 | $62.4 萬 | 0.00% | −4,331−71.6% | 減碼 |
| SBI Okasan Asset Management Co.Ltd. | 1,800 | $62.8 萬 | 0.03% | 00.0% | 不變 |
| Omers Administration Corp | 1,734 | $63.1 萬 | 0.00% | +515+42.2% | 加碼 |
| Norden Group LLC | 1,737 | $63.2 萬 | 0.06% | −125−6.7% | 減碼 |
| Boreal Capital Management LLC | 1,756 | $63.9 萬 | 0.56% | +243+16.1% | 加碼 |
| Harvey Investment Co LLC | 1,785 | $64.9 萬 | 0.07% | −205−10.3% | 減碼 |
| Alamea Verwaltungs GmbH | 1,789 | $65.1 萬 | 0.48% | +262+17.2% | 加碼 |
| Intrinsic Value Partners, LLC | 1,789 | $65.1 萬 | 0.50% | +50+2.9% | 加碼 |
| HB Wealth Management, LLC | 1,793 | $65.2 萬 | 0.00% | +196+12.3% | 加碼 |
| Vident Advisory, LLC | 1,800 | $65.5 萬 | 0.01% | −49−2.7% | 減碼 |
| MAI Capital Management | 1,801 | $65.5 萬 | 0.00% | +13+0.7% | 加碼 |
| Maryland State Retirement & Pension System | 1,819 | $66.2 萬 | 0.01% | 00.0% | 不變 |
| WoodTrust Financial Corp | 1,825 | $66.4 萬 | 0.09% | +1,825 | 新進 |
| Drucker Wealth 3.0, LLC | 1,878 | $68.3 萬 | 0.12% | +260+16.1% | 加碼 |
| Belpointe Asset Management LLC | 1,890 | $68.8 萬 | 0.03% | −1,632−46.3% | 減碼 |
| Stock Yards Bank & Trust Co | 1,902 | $69.2 萬 | 0.02% | 00.0% | 不變 |
| Cox Capital Mgt LLC | 1,925 | $70.0 萬 | 0.47% | 00.0% | 不變 |
| Hancock Whitney Corp | 1,923 | $70.3 萬 | 0.01% | +1,923 | 新進 |
| Allianz Asset Management GmbH | 1,938 | $70.5 萬 | 0.00% | +346+21.7% | 加碼 |
| Quantbot Technologies LP | 1,943 | $70.7 萬 | 0.03% | −6,224−76.2% | 減碼 |
| Bokf, NA | 1,978 | $72.0 萬 | 0.01% | −2,003−50.3% | 減碼 |
| First Citizens Bank & Trust Co | 1,983 | $72.1 萬 | 0.02% | −593−23.0% | 減碼 |
| Capital Analysts, LLC | 1,989 | $72.3 萬 | 0.02% | −110−5.2% | 減碼 |
| Aquatic Capital Management LLC | 2,086 | $75.9 萬 | 0.02% | −12,640−85.8% | 減碼 |
| Diversify Wealth Management, LLC | 1,776 | $76.1 萬 | 0.01% | +557+45.7% | 加碼 |
| Prudential Financial Inc | 2,105 | $76.6 萬 | 0.00% | −194−8.4% | 減碼 |
| Mount Yale Investment Advisors, LLC | 2,108 | $76.7 萬 | 0.02% | +368+21.1% | 加碼 |
| Sequoia Financial Advisors, LLC | 2,111 | $76.8 萬 | 0.00% | +398+23.2% | 加碼 |
| Crossmark Global Holdings, Inc. | 2,113 | $76.9 萬 | 0.01% | +343+19.4% | 加碼 |
| Portside Wealth Group, LLC | 2,139 | $77.8 萬 | 0.11% | −200−8.6% | 減碼 |
| CoreCap Advisors, LLC | 2,170 | $79.0 萬 | 0.03% | −240−10.0% | 減碼 |
| Roundview Capital LLC | 2,181 | $79.3 萬 | 0.05% | +2,181 | 新進 |
| Intech Investment Management LLC | 2,206 | $80.3 萬 | 0.01% | −44,836−95.3% | 減碼 |
| Financial Advisory Service, Inc. | 2,206 | $80.3 萬 | 0.05% | 00.0% | 不變 |