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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。

2025 年第 1 季與 2024 年第 4 季比較

持有 Comfort Systems USA Inc 的機構從 2024 年第 4 季到 2025 年第 1 季的變化。

2025 年第 1 季全部持有人2024 年第 4 季全部持有人

FIX 的 13F 持有人:2024 年第 4 季與 2025 年第 1 季比較
項目2024 年第 4 季其中尚未申報 2025 年第 1 季2025 年第 1 季變化
持有家數66512632−21
股數3,396 萬39.4 萬3,383 萬+26.8 萬 (+0.8%)
市值$144.0 億$1.67 億$109.0 億−$33.3 億 (−23.4%)

12 家機構在 2024 年第 4 季持有、還沒有申報 2025 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)

2025 年第 1 季季末持有 Comfort Systems USA Inc、2024 年第 4 季季末沒有持有的機構。

2025 年第 1 季新進 FIX 的機構
機構股數市值佔組合 %
Nuveen, LLC231,544$7,463 萬0.02%
Carmignac Gestion134,274$4,329 萬0.71%
Evercore Wealth Management, LLC126,533$4,079 萬0.66%
E. Ohman J:or Asset Management AB78,040$2,515 萬0.67%
Summit Partners Public Asset Management, LLC70,000$2,256 萬1.08%
Granahan Investment Management Inc68,252$2,200 萬1.10%
Hiddenite Capital Partners LP25,000$805.8 萬6.72%
Silvercrest Asset Management Group LLC20,423$658.3 萬0.05%
Harel Insurance Investments & Financial Services Ltd.17,630$568.3 萬0.07%
Bank of Nova Scotia16,913$545.2 萬0.01%
Toronto Dominion Bank14,498$467.3 萬0.01%
Dividend Assets Capital, LLC11,464$369.5 萬0.70%
Virginia Retirement Systems Et Al9,923$319.8 萬0.02%
Deroy & Devereaux Private Investment Counsel Inc9,669$311.7 萬0.18%
PEAK6 LLC8,611$277.6 萬0.11%
California First Leasing Corp7,860$253.4 萬1.12%
Insight Wealth Strategies, LLC7,832$252.4 萬0.34%
Quantitative Investment Management, LLC6,857$221.0 萬0.20%
SG Americas Securities, LLC6,625$213.5 萬0.01%
Monimus Capital Management, LP6,602$212.8 萬1.81%
Secure Asset Management, LLC6,379$205.6 萬0.42%
Dynamic Technology Lab Private Ltd5,990$193.1 萬0.28%
Fiera Capital Corp5,725$184.5 萬0.01%
HRT Financial LP5,151$166.0 萬0.01%
Concentric Capital Strategies, LP4,521$145.7 萬0.15%
Waratah Capital Advisors Ltd.4,332$139.6 萬0.10%
Penobscot Investment Management Company, Inc.3,755$121.0 萬0.11%
Neo Ivy Capital Management3,234$104.2 萬0.33%
Convergence Investment Partners, LLC2,995$96.5 萬0.27%
Virtus ETF Advisers LLC2,814$90.7 萬0.59%
Moody National Bank Trust Division2,746$88.5 萬0.09%
ExodusPoint Capital Management, LP2,609$84.1 萬0.01%
Scientech Research LLC2,484$80.1 萬0.21%
Azzad Asset Management Inc2,419$78.0 萬0.09%
Blackhawk Capital Partners LLC.2,403$77.5 萬0.40%
Venturi Wealth Management, LLC2,375$76.6 萬0.04%
United Services Automobile Association2,324$75.3 萬0.02%
Pier Capital, LLC2,188$70.5 萬0.12%
Centaurus Financial, Inc.2,138$68.9 萬0.04%
Locust Wood Capital Advisers, LLC2,130$68.7 萬0.02%
Mach-1 Financial Group, Inc.2,099$67.7 萬0.20%
Sowell Financial Services LLC1,848$59.6 萬0.03%
Sierra Summit Advisors LLC1,802$58.1 萬0.13%
OP Asset Management Ltd1,618$52.2 萬0.01%
Bridgefront Capital, LLC1,355$43.7 萬0.13%
Oxford Asset Management LLP1,296$41.8 萬0.19%
Eqis Capital Management, Inc.1,289$41.5 萬0.03%
DnB Asset Management AS1,179$38.0 萬0.00%
Polen Capital Management LLC1,166$37.6 萬0.00%
AdvisorShares Investments LLC1,130$37.3 萬0.07%
Ground Swell Capital, LLC1,122$36.2 萬0.82%
Cypress Advisory Group LLC1,050$33.8 萬0.31%
Ariadne Wealth Management, LP778$33.8 萬0.18%
AE Wealth Management LLC1,035$33.4 萬0.00%
Aigen Investment Management, LP1,030$33.2 萬0.05%
Mariner Investment Group LLC1,000$32.2 萬0.13%
Two Sigma Securities, LLC979$31.6 萬0.05%
NorthCrest Asset Manangement, LLC938$30.2 萬0.01%
MQS Management LLC922$29.7 萬0.17%
Kaufman Rossin Wealth, LLC862$27.8 萬0.20%
LGT Group Foundation854$27.5 萬0.00%
Laurion Capital Management LP842$27.1 萬0.02%
Copeland Capital Management, LLC807$26.0 萬0.01%
Lecap Asset Management Ltd800$25.8 萬0.06%
Fiduciary Trust Co796$25.7 萬0.00%
Sivia Capital Partners, LLC766$24.7 萬0.12%
Qsemble Capital Management, LP741$23.9 萬0.03%
Cambria Investment Management, L.P.740$23.9 萬0.02%
Perbak Capital Partners LLP739$23.8 萬0.18%
Mezzasalma Advisors, LLC716$23.1 萬0.08%
Arcus Capital Partners, LLC715$23.0 萬0.09%
Axq Capital, LP710$22.9 萬0.09%
Sym Financial Corp661$21.3 萬0.03%
Chicago Partners Investment Group LLC491$21.2 萬0.01%
Archer Investment Corp250$8.06 萬0.02%
Leonteq Securities AG246$7.94 萬0.01%
Wayfinding Financial, LLC157$5.00 萬0.02%
Stone House Investment Management, LLC96$3.10 萬0.01%
Whipplewood Advisors, LLC43$2.68 萬0.02%
Clark Wealth Partners80$2.58 萬0.02%
NBC Securities, Inc.37$1.10 萬0.00%
Hantz Financial Services, Inc.30$1.00 萬0.00%
Optiver Holding B.V.30$9,6700.00%
Vermillion & White Wealth Management Group, LLC30$9,6700.01%
American National Bank23$7,4140.00%
NewSquare Capital LLC11$3,5460.00%
MJT & Associates Financial Advisory Group, Inc.9$2,9010.00%
Bare Financial Services, Inc6$1,9340.00%
WealthTrak Capital Management LLC4$1,2900.00%
Cromwell Holdings LLC4$1,2890.00%
Winthrop Capital Management, LLC2$1,0000.00%
South State Corp.3$9670.00%
American Capital Advisory, LLC2$6450.00%
Hughes Financial Services, LLC1$3300.00%
MV Capital Management, Inc.1$3230.00%
HFM Investment Advisors, LLC1$3230.00%
Creative Financial Designs Inc1$3220.00%
Bay Harbor Wealth Management, LLC1$3220.00%
Ogorek Anthony Joseph1$00.00%
Avion Wealth2$00.00%

清倉機構(121 家)

2024 年第 4 季季末持有 Comfort Systems USA Inc、2025 年第 1 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 121 家。

2025 年第 1 季清倉 FIX 的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Vaughan Nelson Investment Management, L.P.363,947$1.54 億
Bain Capital Public Equity Management II, LLC205,723$8,724 萬
Driehaus Capital Management LLC159,010$6,743 萬
Natixis41,371$1,754 萬
Soros Capital Management LLC39,135$1,660 萬
Allspring Global Investments Holdings, LLC30,006$1,286 萬
Lisanti Capital Growth, LLC19,625$832.2 萬
Walleye Capital LLC16,537$701.3 萬
Thames Capital Management LLC16,155$685.1 萬
EAM Global Investors LLC12,773$541.7 萬
Premier Fund Managers Ltd12,340$529.4 萬
Edgestream Partners, L.P.11,914$505.2 萬
Bain Capital Public Equity, LP11,761$498.7 萬
Harvest Investment Services, LLC10,118$429.1 萬
David J Yvars Group10,107$428.6 萬
Monument Capital Management9,753$413.6 萬
Quantbot Technologies LP8,323$352.9 萬
Regents Gate Capital LLP7,193$305.0 萬
Point72 Europe (London) LLP6,831$289.7 萬
BNP Paribas5,157$221.1 萬
Consolidated Portfolio Review Corp4,986$211.4 萬
Nomura Holdings Inc4,708$199.6 萬
Divisar Capital Management LLC4,159$176.4 萬
Savant Capital, LLC4,101$173.9 萬
Virtus Investment Advisers, Inc.4,086$173.3 萬
Polar Asset Management Partners Inc.4,000$169.6 萬
Healthcare of Ontario Pension Plan Trust Fund3,995$169.4 萬
Roman Butler Fullerton & Co3,898$157.6 萬
Counterpoint Mutual Funds LLC3,199$135.7 萬
Legato Capital Management LLC3,130$132.7 萬
Gallo Partners, LP3,095$131.2 萬
Inceptionr LLC2,417$102.5 萬
Private Advisory Group LLC2,294$97.3 萬
Quantessence Capital LLC1,849$78.4 萬
Harvest Fund Management Co., Ltd1,840$78.0 萬
Alpha DNA Investment Management LLC1,756$74.5 萬
Moloney Securities Asset Management, LLC1,659$70.3 萬
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,472$69.0 萬
Jefferies Financial Group Inc.1,602$67.9 萬
Petra Financial Advisors Inc1,430$60.6 萬
Equitable Holdings, Inc.1,271$53.9 萬
First Hawaiian Bank1,225$51.9 萬
Diametric Capital, LP1,206$51.1 萬
BOCHK Asset Management Ltd1,200$50.9 萬
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,164$49.3 萬
Scotia Capital Inc.1,052$44.6 萬
Ibex Wealth Advisors1,044$44.3 萬
Deltec Asset Management LLC1,000$42.4 萬
Exchange Traded Concepts, LLC990$42.0 萬
Sawgrass Asset Management LLC968$41.0 萬
Icon Wealth Advisors, LLC953$40.4 萬
Anb Bank950$40.3 萬
Moody Aldrich Partners LLC928$39.4 萬
Armis Advisers, LLC898$38.1 萬
Applied Finance Capital Management, LLC876$37.1 萬
Royce & Associates LP845$35.8 萬
NewEdge Wealth, LLC840$35.6 萬
Rafferty Asset Management, LLC810$34.3 萬
Maven Securities LTD800$33.9 萬
Cyndeo Wealth Partners, LLC790$33.5 萬
Highland Capital Management, LLC757$32.1 萬
Northstar Advisory Group, LLC693$29.4 萬
Capstone Investment Advisors, LLC688$29.2 萬
Shay Capital LLC658$27.9 萬
Castleark Management LLC650$27.6 萬
Strategic Blueprint, LLC627$26.6 萬
Abel Hall, LLC619$26.3 萬
West Michigan Advisors, LLC616$26.1 萬
Balboa Wealth Partners612$26.0 萬
Claret Asset Management Corp606$25.7 萬
Holderness Investments Co605$25.7 萬
Keebeck Wealth Management, LLC604$25.6 萬
AXS Investments LLC600$25.4 萬
Prakash Investment Advisors LLC600$25.4 萬
Prosperity Financial Group, Inc.599$25.4 萬
Indie Asset Partners, LLC595$25.2 萬
Connecticut Wealth Management, LLC590$25.0 萬
Canandaigua National Bank & Trust Co567$24.0 萬
Flow Traders U.S. LLC567$24.0 萬
Leeward Financial Partners, LLC539$22.9 萬
Ashton Thomas Private Wealth, LLC532$22.6 萬
Glenview Trust Co531$22.5 萬
Bravias Capital Group, LLC515$22.5 萬
Mindset Wealth Management, LLC525$22.3 萬
Swiss Life Asset Management Ltd523$22.1 萬
BluePath Capital Management, LLC500$22.0 萬
Belpointe Asset Management LLC607$21.5 萬
Net Worth Advisory Group506$21.5 萬
Retirement Guys Formula LLC504$21.4 萬
Personal Cfo Solutions, LLC499$21.2 萬
denkapparat Operations GmbH496$21.0 萬
Brendel Financial Advisors LLC488$20.7 萬
Farringdon Capital, Ltd.481$20.4 萬
Comprehensive Financial Planning, Inc.463$19.6 萬
Proequities, Inc.294$16.2 萬
Castleview Partners, LLC349$15.0 萬
Oarsman Capital, Inc.207$8.79 萬
Financial Life Planners190$8.06 萬
GeoWealth Management, LLC137$5.81 萬
LGT Financial Advisors LLC62$2.63 萬

尚未申報 2025 年第 1 季的機構(12 家)

2024 年第 4 季季末持有 Comfort Systems USA Inc、還沒有申報 2025 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2024 年第 4 季持有 FIX、尚未申報 2025 年第 1 季的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Nuveen Asset Management, LLC226,894$9,622 萬
Natixis Investment Managers International65,015$2,757 萬
River & Mercantile Asset Management LLP49,370$2,095 萬
Swedbank AB40,000$1,696 萬
Dorchester Wealth Management Co9,360$396.9 萬
Caxton Associates LP1,273$54.0 萬
Householder Group Estate & Retirement Specialist, LLC907$38.4 萬
Virtus Fund Advisers, LLC378$16.0 萬
AlphaCentric Advisors LLC214$9.07 萬
Global Retirement Partners, LLC141$5.96 萬
Hanseatic Management Services Inc42$1.78 萬
Cassady Schiller Wealth Management, LLC2$848