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 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 68,572 | $2,495 萬 | 0.01% | +31,109+83.0% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 69,933 | $2,544 萬 | 0.02% | +3,253+4.9% | 加碼 |
| Capital Advisors Inc | 71,088 | $2,586 萬 | 0.42% | +4,711+7.1% | 加碼 |
| Alps Advisors Inc | 71,467 | $2,600 萬 | 0.12% | +695+1.0% | 加碼 |
| Nuveen, LLC | 75,300 | $2,739 萬 | 0.01% | +14,233+23.3% | 加碼 |
| Invesco Ltd. | 75,441 | $2,744 萬 | 0.00% | −2,895−3.7% | 減碼 |
| Wilkinson Global Asset Management LLC | 78,084 | $2,841 萬 | 2.16% | −841−1.1% | 減碼 |
| Fenimore Asset Management Inc | 80,971 | $2,946 萬 | 0.66% | +20,112+33.0% | 加碼 |
| Howland Capital Management LLC | 83,164 | $3,025 萬 | 1.20% | −697−0.8% | 減碼 |
| Citigroup Inc | 85,452 | $3,109 萬 | 0.02% | −39,646−31.7% | 減碼 |
| Dearborn Partners LLC | 89,590 | $3,259 萬 | 1.76% | −5,141−5.4% | 減碼 |
| Anchor Capital Advisors LLC | 91,378 | $3,324 萬 | 0.95% | +5,986+7.0% | 加碼 |
| Swiss National Bank | 102,484 | $3,728 萬 | 0.02% | +6,840+7.2% | 加碼 |
| Brown Advisory Inc | 102,900 | $3,743 萬 | 0.06% | +100,418+4,045.9% | 加碼 |
| Legal & General Group Plc | 103,754 | $3,774 萬 | 0.01% | +3,302+3.3% | 加碼 |
| King Luther Capital Management Corp | 106,083 | $3,859 萬 | 0.17% | −10,903−9.3% | 減碼 |
| Rhumbline Advisers | 107,110 | $3,897 萬 | 0.03% | +3,746+3.6% | 加碼 |
| Employees Retirement System of Texas | 107,201 | $3,900 萬 | 0.34% | −5,400−4.8% | 減碼 |
| Stifel Financial Corp | 110,760 | $4,030 萬 | 0.04% | +7,256+7.0% | 加碼 |
| Conestoga Capital Advisors, LLC | 121,904 | $4,435 萬 | 0.89% | +6,336+5.5% | 加碼 |
| Baird Financial Group, Inc. | 122,206 | $4,446 萬 | 0.07% | +12,597+11.5% | 加碼 |
| Kames Capital plc | 125,107 | $4,504 萬 | 0.60% | +11,103+9.7% | 加碼 |
| CIBC Bancorp USA Inc. | 127,904 | $4,653 萬 | 0.06% | +127,904 | 新進 |
| Neuberger Berman Group LLC | 130,482 | $4,756 萬 | 0.04% | −252,363−65.9% | 減碼 |
| Riverbridge Partners LLC | 131,738 | $4,793 萬 | 1.17% | +62,328+89.8% | 加碼 |
| Epoch Investment Partners, Inc. | 133,469 | $4,855 萬 | 0.29% | −1,662−1.2% | 減碼 |
| Wellington Management Group LLP | 140,170 | $5,099 萬 | 0.01% | −8,836−5.9% | 減碼 |
| Benjamin Edwards Inc | 141,901 | $5,164 萬 | 0.51% | −3,230−2.2% | 減碼 |
| CI Private Wealth, LLC | 143,216 | $5,201 萬 | 0.07% | −2,189−1.5% | 減碼 |
| Royal Bank of Canada | 144,173 | $5,245 萬 | 0.01% | +6,517+4.7% | 加碼 |
| Junto Capital Management LP | 145,151 | $5,280 萬 | 1.12% | +145,151 | 新進 |
| Jacobs Levy Equity Management, Inc | 147,380 | $5,362 萬 | 0.23% | −5,065−3.3% | 減碼 |
| UBS Asset Management Americas Inc | 149,692 | $5,446 萬 | 0.01% | +21,114+16.4% | 加碼 |
| SG Capital Management LLC | 161,191 | $5,864 萬 | 4.83% | +161,191 | 新進 |
| Donaldson Capital Management, LLC | 162,639 | $5,917 萬 | 1.92% | +52,708+47.9% | 加碼 |
| Vantage Investment Partners, LLC | 171,864 | $6,252 萬 | 4.31% | +5,692+3.4% | 加碼 |
| Principal Financial Group Inc | 174,551 | $6,350 萬 | 0.03% | +96,788+124.5% | 加碼 |
| JPMorgan Chase & Co | 201,299 | $7,024 萬 | 0.00% | −13,503−6.3% | 減碼 |
| Welch & Forbes LLC | 209,805 | $7,633 萬 | 0.99% | −913−0.4% | 減碼 |
| Renaissance Technologies LLC | 216,400 | $7,872 萬 | 0.12% | −88,880−29.1% | 減碼 |
| Vanguard Fiduciary Trust Co | 216,751 | $7,885 萬 | 0.02% | +216,751 | 新進 |
| Brown Brothers Harriman & Co | 225,996 | $8,222 萬 | 0.44% | −4,996−2.2% | 減碼 |
| Dimensional Fund Advisors LP | 226,917 | $8,252 萬 | 0.02% | +1,670+0.7% | 加碼 |
| Caledonia Investments PLC | 232,927 | $8,467 萬 | 9.89% | 00.0% | 不變 |
| Bank of America Corp | 239,606 | $8,717 萬 | 0.01% | +26,003+12.2% | 加碼 |
| Bank of New York Mellon Corp | 251,778 | $9,159 萬 | 0.02% | −2,422−1.0% | 減碼 |
| Bahl & Gaynor Inc | 261,924 | $9,529 萬 | 0.48% | +1,138+0.4% | 加碼 |
| Envestnet Asset Management Inc | 292,356 | $1.06 億 | 0.03% | +73,770+33.7% | 加碼 |
| Two Sigma Investments, LP | 300,096 | $1.09 億 | 0.09% | −104,707−25.9% | 減碼 |
| Northern Trust Corp | 325,306 | $1.18 億 | 0.02% | +6,144+1.9% | 加碼 |
| Captrust Financial Advisors | 330,883 | $1.20 億 | 0.21% | −65,631−16.6% | 減碼 |
| Hamlin Capital Management, LLC | 337,335 | $1.23 億 | 2.96% | −2,987−0.9% | 減碼 |
| Capital World Investors | 339,018 | $1.23 億 | 0.02% | −95,000−21.9% | 減碼 |
| UBS Group AG | 363,127 | $1.32 億 | 0.02% | +176,252+94.3% | 加碼 |
| Wells Fargo & Company | 421,188 | $1.53 億 | 0.03% | −5,167−1.2% | 減碼 |
| Raymond James Financial Inc | 426,905 | $1.55 億 | 0.05% | +33,035+8.4% | 加碼 |
| Davenport & Co LLC | 545,278 | $1.98 億 | 1.10% | +75,101+16.0% | 加碼 |
| Goldman Sachs Group Inc | 560,672 | $2.04 億 | 0.03% | +255,909+84.0% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 582,169 | $2.12 億 | 1.77% | +4,500+0.8% | 加碼 |
| Blair William & Co | 582,700 | $2.12 億 | 0.61% | −92,740−13.7% | 減碼 |
| Geode Capital Management, LLC | 654,030 | $2.37 億 | 0.01% | +16,016+2.5% | 加碼 |
| Morgan Stanley | 890,992 | $3.24 億 | 0.02% | +66,126+8.0% | 加碼 |
| Baillie Gifford & Co | 1,137,258 | $4.14 億 | 0.42% | +219,766+24.0% | 加碼 |
| State Street Corp | 1,273,941 | $4.63 億 | 0.02% | +33,305+2.7% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 1,329,205 | $4.84 億 | 1.42% | −77,679−5.5% | 減碼 |
| Charles Schwab Investment Management Inc | 1,340,401 | $4.87 億 | 0.07% | −219,564−14.1% | 減碼 |
| Vanguard Capital Management LLC | 1,567,499 | $5.70 億 | 0.01% | +1,567,499 | 新進 |
| Vanguard Portfolio Management LLC | 1,751,054 | $6.37 億 | 0.03% | +1,751,054 | 新進 |
| FMR LLC | 1,890,322 | $6.88 億 | 0.04% | −76,577−3.9% | 減碼 |
| Capital Research Global Investors | 1,898,603 | $6.91 億 | 0.11% | +1,898,603 | 新進 |
| Capital International Investors | 3,477,231 | $12.6 億 | 0.30% | −1,165,662−25.1% | 減碼 |
| BlackRock, Inc. | 4,090,055 | $14.9 億 | 0.03% | +404,775+11.0% | 加碼 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −234,580−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −120,497−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −62,727−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −61,054−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −12,236−100.0% | 清倉 |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −9,756−100.0% | 清倉 |
| Nicola Wealth Management Ltd. | 0 | $0 | 0.00% | −8,000−100.0% | 清倉 |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −6,931−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −6,669−100.0% | 清倉 |
| Regents Gate Capital LLP | 0 | $0 | 0.00% | −6,430−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −6,188−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −5,519−100.0% | 清倉 |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −4,555−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −4,497−100.0% | 清倉 |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −3,948−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −3,775−100.0% | 清倉 |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −3,700−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −3,696−100.0% | 清倉 |
| Lee Financial Co | 0 | $0 | 0.00% | −3,665−100.0% | 清倉 |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −3,026−100.0% | 清倉 |
| Ethic Inc. | 0 | $0 | 0.00% | −2,819−100.0% | 清倉 |
| Capital International Sarl | 0 | $0 | 0.00% | −2,709−100.0% | 清倉 |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −2,632−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −2,163−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −1,584−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −1,543−100.0% | 清倉 |
| Rakuten Investment Management, Inc. | 0 | $0 | 0.00% | −1,479−100.0% | 清倉 |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −1,486−100.0% | 清倉 |