Comfort Systems USA Inc
FIX- 交易所
- NYSE
- 產業
- Electrical Work
- SEC CIK
- 0001035983
近 90 天，Comfort Systems USA Inc 內部人申報 0 筆公開市場買進、3 筆賣出；2026 年第 2 季末有 1,357 家機構在 13F 申報持有，市值合計 $646.2 億；Coatue和馬克爾集團兩位大師持有。
2024 年第 2 季 13F 持有人
Comfort Systems USA Inc 在 2024/6/30 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
- 555
- 較 2024 年第 1 季 +55 家
- 持有股數
- 3,438 萬
- 較 2024 年第 1 季 −18.7 萬 (−0.5%)
- 總市值
- $104.6 億
- 較 2024 年第 1 季 −$5.19 億 (−4.7%)
- 新進機構
- 106
- 另有 178 家加碼
- 清倉機構
- 51
- 另有 211 家減碼
另有 5 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 FIX 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 | 1,357 | $646.2 億 |
| 2026 年第 1 季 | 1,206 | $446.3 億 |
| 2025 年第 4 季 | 1,043 | $310.9 億 |
| 2025 年第 3 季 | 888 | $274.5 億 |
| 2025 年第 2 季 | 755 | $181.4 億 |
| 2025 年第 1 季 | 632 | $109.0 億 |
| 2024 年第 4 季 | 665 | $144.0 億 |
| 2024 年第 3 季 | 591 | $130.5 億 |
| 2024 年第 2 季 | 555 | $104.6 億 |
| 2024 年第 1 季 | 505 | $110.1 億 |
| 2023 年第 4 季 | 447 | $71.6 億 |
| 2023 年第 3 季 | 400 | $59.7 億 |
| 2023 年第 2 季 | 378 | $56.2 億 |
| 2023 年第 1 季 | 348 | $50.3 億 |
| 2022 年第 4 季 | 337 | $39.2 億 |
| 2022 年第 3 季 | 299 | $33.5 億 |
| 2022 年第 2 季 | 277 | $28.8 億 |
| 2022 年第 1 季 | 280 | $31.1 億 |
| 2021 年第 4 季 | 291 | $34.1 億 |
| 2021 年第 3 季 | 269 | $24.3 億 |
| 2021 年第 2 季 | 282 | $26.7 億 |
| 2021 年第 1 季 | 252 | $25.7 億 |
2024 年第 2 季持有機構
每家機構持有 Comfort Systems USA Inc 的股數、市值與佔組合比重；股數變化跟 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 15,674 | $476.7 萬 | 0.05% | −3,631−18.8% | 減碼 |
| Orion Portfolio Solutions, LLC | 15,674 | $476.7 萬 | 0.05% | −3,631−18.8% | 減碼 |
| Point72 Asset Management, L.P. | 15,900 | $483.6 萬 | 0.02% | +15,900 | 新進 |
| Castleark Management LLC | 16,420 | $499.4 萬 | 0.20% | −5,290−24.4% | 減碼 |
| Nisa Investment Advisors, LLC | 16,543 | $503.1 萬 | 0.03% | −2,589−13.5% | 減碼 |
| Beacon Harbor Wealth Advisors, Inc. | 17,239 | $524.3 萬 | 1.36% | +17,239 | 新進 |
| Aubrey Capital Management Ltd | 20,000 | $529.2 萬 | 2.11% | 00.0% | 不變 |
| Premier Fund Managers Ltd | 16,794 | $530.1 萬 | 0.21% | −1,780−9.6% | 減碼 |
| Voya Investment Management LLC | 17,436 | $530.3 萬 | 0.01% | +5,951+51.8% | 加碼 |
| Robeco Schweiz AG | 17,600 | $535.3 萬 | 0.10% | +15,100+604.0% | 加碼 |
| Van Eck Associates Corp | 17,830 | $542.2 萬 | 0.01% | +3,972+28.7% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 17,897 | $544.3 萬 | 0.01% | +17,897 | 新進 |
| Pallas Capital Advisors LLC | 18,244 | $549.8 萬 | 0.25% | −78−0.4% | 減碼 |
| Nicholas Company, Inc. | 18,256 | $555.2 萬 | 0.09% | −3,251−15.1% | 減碼 |
| Amalgamated Bank | 18,425 | $560.3 萬 | 0.05% | −238−1.3% | 減碼 |
| Aptus Capital Advisors, LLC | 18,437 | $560.7 萬 | 0.11% | +3,740+25.4% | 加碼 |
| Barclays PLC | 18,517 | $563.1 萬 | 0.00% | −45,068−70.9% | 減碼 |
| Chartwell Investment Partners, LLC | 19,167 | $582.9 萬 | 0.20% | −447−2.3% | 減碼 |
| Redwood Investments, LLC | 20,719 | $588.2 萬 | 2.00% | +4,709+29.4% | 加碼 |
| Paloma Partners Management Co | 19,963 | $607.1 萬 | 0.52% | +19,963 | 新進 |
| MetLife Investment Management | 20,373 | $619.6 萬 | 0.04% | −16,519−44.8% | 減碼 |
| Mutual of America Capital Management LLC | 20,390 | $620.1 萬 | 0.07% | −828−3.9% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 20,862 | $634.5 萬 | 0.03% | −11,670−35.9% | 減碼 |
| Point72 Hong Kong Ltd | 21,945 | $667.4 萬 | 0.41% | +1,695+8.4% | 加碼 |
| Stifel Financial Corp | 22,135 | $673.2 萬 | 0.01% | +2,232+11.2% | 加碼 |
| Kennedy Capital Management, Inc. | 22,769 | $692.5 萬 | 0.15% | −1,704−7.0% | 減碼 |
| Lisanti Capital Growth, LLC | 22,850 | $694.9 萬 | 1.67% | −1,385−5.7% | 減碼 |
| Deutsche Bank AG | 23,033 | $700.5 萬 | 0.00% | −38,191−62.4% | 減碼 |
| Ensign Peak Advisors, Inc | 23,199 | $705.5 萬 | 0.01% | +9,490+69.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 23,304 | $708.7 萬 | 0.05% | +22,304+2,230.4% | 加碼 |
| Oberweis Asset Management Inc | 24,100 | $732.9 萬 | 0.45% | +4,300+21.7% | 加碼 |
| Royce & Associates LP | 25,046 | $761.7 萬 | 0.07% | +3,279+15.1% | 加碼 |
| Algert Global LLC | 25,295 | $769.3 萬 | 0.26% | +8,472+50.4% | 加碼 |
| New York State Teachers Retirement System | 25,594 | $778.4 萬 | 0.02% | +3,405+15.3% | 加碼 |
| Twinbeech Capital LP | 26,380 | $802.3 萬 | 0.16% | +26,380 | 新進 |
| ProShare Advisors LLC | 26,449 | $804.4 萬 | 0.02% | −5,275−16.6% | 減碼 |
| Engineers Gate Manager LP | 26,524 | $806.6 萬 | 0.18% | +17,271+186.7% | 加碼 |
| Bridge City Capital, LLC | 26,888 | $817.7 萬 | 2.75% | +3,070+12.9% | 加碼 |
| Great West Life Assurance Co | 27,146 | $827.3 萬 | 0.02% | +3,250+13.6% | 加碼 |
| SEI Investments Co | 27,302 | $830.3 萬 | 0.01% | −246−0.9% | 減碼 |
| RE Advisers Corp | 27,688 | $842.0 萬 | 0.21% | −3,100−10.1% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 28,030 | $852.4 萬 | 0.47% | +28,030 | 新進 |
| TownSquare Capital, LLC | 28,444 | $865.0 萬 | 0.12% | +2,201+8.4% | 加碼 |
| Stansberry Asset Management, LLC | 29,533 | $898.2 萬 | 1.18% | +1,765+6.4% | 加碼 |
| State Board of Administration of Florida Retirement System | 30,021 | $913.0 萬 | 0.02% | +18,436+159.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 30,045 | $913.7 萬 | 0.01% | −13,461−30.9% | 減碼 |
| New York State Common Retirement Fund | 30,950 | $941.3 萬 | 0.01% | +4,799+18.4% | 加碼 |
| Neuberger Berman Group LLC | 31,160 | $947.6 萬 | 0.01% | −24,389−43.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 31,240 | $950.1 萬 | 0.01% | −30,854−49.7% | 減碼 |
| Tudor Investment Corp Et Al | 31,530 | $958.9 萬 | 0.11% | +11,016+53.7% | 加碼 |
| Royal Bank of Canada | 32,240 | $980.5 萬 | 0.00% | −12,171−27.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 33,113 | $1,007 萬 | 0.17% | +29,506+818.0% | 加碼 |
| Renaissance Technologies LLC | 33,800 | $1,028 萬 | 0.02% | +11,800+53.6% | 加碼 |
| California State Teachers Retirement System | 34,811 | $1,059 萬 | 0.01% | −888−2.5% | 減碼 |
| Segall Bryant & Hamill, LLC | 34,964 | $1,063 萬 | 0.19% | −16,394−31.9% | 減碼 |
| Bain Capital Public Equity Management II, LLC | 35,601 | $1,083 萬 | 0.49% | +35,601 | 新進 |
| UBS Group AG | 35,766 | $1,088 萬 | 0.00% | −16,861−32.0% | 減碼 |
| Russell Investments Group, Ltd. | 36,674 | $1,129 萬 | 0.02% | +2,049+5.9% | 加碼 |
| Squarepoint Ops LLC | 37,632 | $1,144 萬 | 0.04% | +21,175+128.7% | 加碼 |
| Citadel Advisors LLC | 38,412 | $1,168 萬 | 0.01% | −42,254−52.4% | 減碼 |
| Prudential Financial Inc | 38,822 | $1,181 萬 | 0.02% | +2,311+6.3% | 加碼 |
| Victory Capital Management Inc | 43,261 | $1,316 萬 | 0.01% | −59,978−58.1% | 減碼 |
| Moran Wealth Management, LLC | 43,277 | $1,316 萬 | 0.43% | −1,894−4.2% | 減碼 |
| Los Angeles Capital Management LLC | 44,902 | $1,366 萬 | 0.05% | +10,986+32.4% | 加碼 |
| Corebridge Financial, Inc. | 45,467 | $1,383 萬 | 0.08% | +45,467 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 45,660 | $1,389 萬 | 0.03% | −9,380−17.0% | 減碼 |
| RK Capital Management, LLC | 46,075 | $1,401 萬 | 3.75% | −10,550−18.6% | 減碼 |
| Man Group plc | 46,447 | $1,413 萬 | 0.04% | +15,414+49.7% | 加碼 |
| Wells Fargo & Company | 46,713 | $1,421 萬 | 0.00% | −14,574−23.8% | 減碼 |
| Raymond James & Associates | 47,140 | $1,434 萬 | 0.01% | −5,736−10.8% | 減碼 |
| Allianz Asset Management GmbH | 51,123 | $1,555 萬 | 0.03% | +18,765+58.0% | 加碼 |
| Cubist Systematic Strategies, LLC | 51,429 | $1,564 萬 | 0.27% | +51,429 | 新進 |
| AXA S.A. | 52,138 | $1,586 萬 | 0.05% | +11,703+28.9% | 加碼 |
| Two Sigma Investments, LP | 52,945 | $1,610 萬 | 0.04% | +49,353+1,374.0% | 加碼 |
| Congress Wealth Management LLC | 53,190 | $1,618 萬 | 0.26% | +109+0.2% | 加碼 |
| Retirement Systems of Alabama | 54,396 | $1,654 萬 | 0.06% | +219+0.4% | 加碼 |
| American Century Companies Inc | 56,124 | $1,707 萬 | 0.01% | +26,752+91.1% | 加碼 |
| Legal & General Group Plc | 58,511 | $1,779 萬 | 0.01% | −6,390−9.8% | 減碼 |
| Bessemer Group Inc | 58,679 | $1,785 萬 | 0.03% | −8,175−12.2% | 減碼 |
| Summit Partners Public Asset Management, LLC | 60,000 | $1,825 萬 | 0.84% | 00.0% | 不變 |
| Ci Investments Inc. | 60,704 | $1,846 萬 | 0.07% | +38,024+167.7% | 加碼 |
| F/M Investments LLC | 61,547 | $1,872 萬 | 0.68% | +61,547 | 新進 |
| Storebrand Asset Management AS | 61,933 | $1,884 萬 | 0.06% | −18,685−23.2% | 減碼 |
| Truist Financial Corp | 63,102 | $1,919 萬 | 0.03% | −16,454−20.7% | 減碼 |
| California Public Employees Retirement System | 65,534 | $1,993 萬 | 0.01% | −457−0.7% | 減碼 |
| Balyasny Asset Management LLC | 66,040 | $2,008 萬 | 0.05% | +44,878+212.1% | 加碼 |
| Panagora Asset Management Inc | 69,604 | $2,117 萬 | 0.11% | −65,831−48.6% | 減碼 |
| Swiss National Bank | 70,200 | $2,135 萬 | 0.01% | −300−0.4% | 減碼 |
| Envestnet Asset Management Inc | 78,110 | $2,375 萬 | 0.01% | −24,546−23.9% | 減碼 |
| TimesSquare Capital Management, LLC | 78,505 | $2,387 萬 | 0.38% | +4,639+6.3% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 80,329 | $2,443 萬 | 1.82% | +1,084+1.4% | 加碼 |
| EULAV Asset Management | 80,603 | $2,451 萬 | 0.66% | −10.0% | 減碼 |
| Allspring Global Investments Holdings, LLC | 80,994 | $2,463 萬 | 0.04% | −13,623−14.4% | 減碼 |
| Nordea Investment Management AB | 79,169 | $2,492 萬 | 0.03% | −27,029−25.5% | 減碼 |
| WCM Investment Management, LLC | 85,463 | $2,700 萬 | 0.06% | +85,463 | 新進 |
| Swedbank AB | 90,000 | $2,737 萬 | 0.04% | −10,000−10.0% | 減碼 |
| Munro Partners | 92,080 | $2,800 萬 | 1.04% | +72,835+378.5% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 95,958 | $2,918 萬 | 0.03% | −2,746−2.8% | 減碼 |
| Public Employees Retirement Association of Colorado | 97,057 | $2,952 萬 | 0.12% | −16,515−14.5% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 97,800 | $2,974 萬 | 0.69% | +97,800 | 新進 |