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 13F 持有人
Comfort Systems USA Inc 在 2025/3/31 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
- 632
- 較 2024 年第 4 季 −21 家
- 持有股數
- 3,383 萬
- 較 2024 年第 4 季 +26.8 萬 (+0.8%)
- 總市值
- $109.0 億
- 較 2024 年第 4 季 −$33.3 億 (−23.4%)
- 新進機構
- 100
- 另有 275 家加碼
- 清倉機構
- 121
- 另有 201 家減碼
另有 12 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Credit Agricole S A | 24,448 | $788.0 萬 | 0.03% | −1,500−5.8% | 減碼 |
| Hiddenite Capital Partners LP | 25,000 | $805.8 萬 | 6.72% | +25,000 | 新進 |
| Navellier & Associates Inc | 19,059 | $829.6 萬 | 1.15% | −2,729−12.5% | 減碼 |
| Engineers Gate Manager LP | 25,873 | $834.0 萬 | 0.14% | −256−1.0% | 減碼 |
| New York State Teachers Retirement System | 27,079 | $872.8 萬 | 0.02% | 00.0% | 不變 |
| Asset Management One Co.,Ltd. | 27,035 | $872.9 萬 | 0.03% | +7,808+40.6% | 加碼 |
| SEI Investments Co | 27,241 | $878.1 萬 | 0.01% | +1,381+5.3% | 加碼 |
| Great West Life Assurance Co | 27,886 | $901.4 萬 | 0.02% | −1,665−5.6% | 減碼 |
| Aquatic Capital Management LLC | 28,091 | $905.5 萬 | 0.23% | +25,358+927.8% | 加碼 |
| Bessemer Group Inc | 29,143 | $939.4 萬 | 0.02% | −34,108−53.9% | 減碼 |
| Aptus Capital Advisors, LLC | 29,263 | $943.2 萬 | 0.11% | +3,200+12.3% | 加碼 |
| Moran Wealth Management, LLC | 30,361 | $978.6 萬 | 0.33% | −8,323−21.5% | 減碼 |
| Canada Pension Plan Investment Board | 31,800 | $1,025 萬 | 0.01% | +11,300+55.1% | 加碼 |
| Distillate Capital Partners LLC | 31,962 | $1,030 萬 | 0.53% | −3,719−10.4% | 減碼 |
| Barclays PLC | 32,583 | $1,050 萬 | 0.00% | −11,819−26.6% | 減碼 |
| California State Teachers Retirement System | 32,969 | $1,063 萬 | 0.01% | −374−1.1% | 減碼 |
| Empowered Funds, LLC | 34,004 | $1,096 萬 | 0.16% | +31,295+1,155.2% | 加碼 |
| State Board of Administration of Florida Retirement System | 35,301 | $1,138 萬 | 0.02% | −430−1.2% | 減碼 |
| Macquarie Group Ltd | 35,707 | $1,151 萬 | 0.01% | +33+0.1% | 加碼 |
| Truist Financial Corp | 38,252 | $1,233 萬 | 0.02% | −1,376−3.5% | 減碼 |
| Van Eck Associates Corp | 38,727 | $1,248 萬 | 0.02% | +3,766+10.8% | 加碼 |
| Algert Global LLC | 39,389 | $1,270 萬 | 0.31% | +1,789+4.8% | 加碼 |
| Corebridge Financial, Inc. | 39,575 | $1,276 萬 | 0.07% | −973−2.4% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 40,578 | $1,308 萬 | 0.03% | −7,867−16.2% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 41,690 | $1,344 萬 | 0.15% | +3,831+10.1% | 加碼 |
| Tudor Investment Corp Et Al | 42,769 | $1,379 萬 | 0.12% | +40,441+1,737.2% | 加碼 |
| Balyasny Asset Management LLC | 43,557 | $1,404 萬 | 0.04% | +27,423+170.0% | 加碼 |
| Harbor Capital Advisors, Inc. | 44,046 | $1,420 萬 | 0.65% | +21,598+96.2% | 加碼 |
| Jane Street Group, LLC | 44,410 | $1,431 萬 | 0.03% | −8,224−15.6% | 減碼 |
| WCM Investment Management, LLC | 46,583 | $1,510 萬 | 0.04% | +5,634+13.8% | 加碼 |
| Squarepoint Ops LLC | 47,243 | $1,523 萬 | 0.04% | −20,653−30.4% | 減碼 |
| Storebrand Asset Management AS | 47,837 | $1,542 萬 | 0.05% | +6,050+14.5% | 加碼 |
| Wells Fargo & Company | 48,352 | $1,558 萬 | 0.00% | −25,405−34.4% | 減碼 |
| Intech Investment Management LLC | 49,022 | $1,580 萬 | 0.16% | +8,569+21.2% | 加碼 |
| Deutsche Bank AG | 49,119 | $1,583 萬 | 0.01% | +160.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 51,250 | $1,652 萬 | 0.01% | −3,206−5.9% | 減碼 |
| Marshall Wace, LLP | 51,254 | $1,652 萬 | 0.02% | +50,725+9,588.8% | 加碼 |
| Wellington Management Group LLP | 55,717 | $1,796 萬 | 0.00% | −72,399−56.5% | 減碼 |
| Neuberger Berman Group LLC | 58,069 | $1,872 萬 | 0.02% | +1,146+2.0% | 加碼 |
| Neumeier Poma Investment Counsel LLC | 58,237 | $1,877 萬 | 2.02% | −15,297−20.8% | 減碼 |
| California Public Employees Retirement System | 58,895 | $1,898 萬 | 0.01% | −976−1.6% | 減碼 |
| Royal Bank of Canada | 59,305 | $1,912 萬 | 0.00% | +11,798+24.8% | 加碼 |
| AXA S.A. | 62,132 | $2,003 萬 | 0.07% | +10,445+20.2% | 加碼 |
| Danske Bank A/S | 63,296 | $2,040 萬 | 0.06% | +39,140+162.0% | 加碼 |
| Legal & General Group Plc | 65,684 | $2,117 萬 | 0.01% | +3,237+5.2% | 加碼 |
| Public Employees Retirement Association of Colorado | 65,727 | $2,119 萬 | 0.09% | −11,923−15.4% | 減碼 |
| Nordea Investment Management AB | 68,096 | $2,121 萬 | 0.02% | +587+0.9% | 加碼 |
| Granahan Investment Management Inc | 68,252 | $2,200 萬 | 1.10% | +68,252 | 新進 |
| Swiss National Bank | 69,000 | $2,224 萬 | 0.02% | −1,100−1.6% | 減碼 |
| Summit Partners Public Asset Management, LLC | 70,000 | $2,256 萬 | 1.08% | +70,000 | 新進 |
| Schonfeld Strategic Advisors LLC | 71,034 | $2,290 萬 | 0.15% | +45,644+179.8% | 加碼 |
| Envestnet Asset Management Inc | 74,043 | $2,387 萬 | 0.01% | −3,889−5.0% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 77,381 | $2,494 萬 | 1.85% | −4,402−5.4% | 減碼 |
| Retirement Systems of Alabama | 77,991 | $2,514 萬 | 0.10% | +42+0.1% | 加碼 |
| E. Ohman J:or Asset Management AB | 78,040 | $2,515 萬 | 0.67% | +78,040 | 新進 |
| TimesSquare Capital Management, LLC | 78,544 | $2,532 萬 | 0.41% | −9,482−10.8% | 減碼 |
| Jain Global LLC | 79,315 | $2,557 萬 | 0.52% | +77,620+4,579.4% | 加碼 |
| Renaissance Group LLC | 81,605 | $2,630 萬 | 1.16% | −13,389−14.1% | 減碼 |
| American Century Companies Inc | 85,054 | $2,742 萬 | 0.02% | +6,015+7.6% | 加碼 |
| Raymond James Financial Inc | 89,367 | $2,881 萬 | 0.01% | −2,692−2.9% | 減碼 |
| Man Group plc | 90,385 | $2,913 萬 | 0.09% | −46,042−33.7% | 減碼 |
| Allianz Asset Management GmbH | 91,665 | $2,955 萬 | 0.04% | +38,940+73.9% | 加碼 |
| Schroder Investment Management Group | 93,817 | $3,024 萬 | 0.03% | +4,686+5.3% | 加碼 |
| UBS Group AG | 94,155 | $3,035 萬 | 0.01% | +36,153+62.3% | 加碼 |
| Systematic Financial Management LP | 94,189 | $3,036 萬 | 0.86% | −23,771−20.2% | 減碼 |
| Lord, Abbett & Co. LLC | 94,363 | $3,042 萬 | 0.11% | −66,258−41.3% | 減碼 |
| Lazard Asset Management LLC | 95,744 | $3,086 萬 | 0.05% | +56,582+144.5% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 96,528 | $3,111 萬 | 0.52% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 97,800 | $3,152 萬 | 0.07% | +59,400+154.7% | 加碼 |
| Rhumbline Advisers | 99,760 | $3,216 萬 | 0.03% | −959−1.0% | 減碼 |
| Blue Grotto Capital, LLC | 100,000 | $3,223 萬 | 6.15% | +44,400+79.9% | 加碼 |
| Janus Henderson Group PLC | 101,593 | $3,291 萬 | 0.02% | −32,804−24.4% | 減碼 |
| Congress Asset Management Co | 107,565 | $3,467 萬 | 0.26% | +8,111+8.2% | 加碼 |
| Panagora Asset Management Inc | 111,837 | $3,605 萬 | 0.18% | +67,058+149.8% | 加碼 |
| Ci Investments Inc. | 112,935 | $3,640 萬 | 0.15% | −3,758−3.2% | 減碼 |
| Handelsbanken Fonder AB | 116,137 | $3,743 萬 | 0.15% | +107,000+1,171.1% | 加碼 |
| Russell Investments Group, Ltd. | 124,482 | $4,013 萬 | 0.06% | +72,061+137.5% | 加碼 |
| Evercore Wealth Management, LLC | 126,533 | $4,079 萬 | 0.66% | +126,533 | 新進 |
| Bridgewater Associates, LP | 127,479 | $4,109 萬 | 0.19% | +26,546+26.3% | 加碼 |
| Robeco Schweiz AG | 129,252 | $4,166 萬 | 1.02% | +106,152+459.5% | 加碼 |
| Bank of America Corp | 130,055 | $4,192 萬 | 0.00% | +43,021+49.4% | 加碼 |
| Renaissance Technologies LLC | 131,200 | $4,229 萬 | 0.06% | +79,900+155.8% | 加碼 |
| EULAV Asset Management | 132,608 | $4,274 萬 | 1.06% | −12,500−8.6% | 減碼 |
| Carmignac Gestion | 134,274 | $4,329 萬 | 0.71% | +134,274 | 新進 |
| UBS Asset Management Americas Inc | 141,735 | $4,569 萬 | 0.01% | −17,748−11.1% | 減碼 |
| Jennison Associates LLC | 142,759 | $4,602 萬 | 0.03% | −21,731−13.2% | 減碼 |
| Price T Rowe Associates Inc | 145,126 | $4,678 萬 | 0.01% | −2,663−1.8% | 減碼 |
| Comerica Bank | 146,194 | $4,712 萬 | 0.20% | +4,712+3.3% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 149,073 | $4,805 萬 | 0.10% | +47,325+46.5% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 151,234 | $4,875 萬 | 0.04% | −18,993−11.2% | 減碼 |
| Clearbridge Investments, LLC | 156,172 | $5,034 萬 | 0.04% | +100,961+182.9% | 加碼 |
| Franklin Resources Inc | 159,592 | $5,144 萬 | 0.01% | −14,814−8.5% | 減碼 |
| Principal Financial Group Inc | 165,084 | $5,321 萬 | 0.03% | −8,623−5.0% | 減碼 |
| D. E. Shaw & Co., Inc. | 168,785 | $5,440 萬 | 0.06% | +84,882+101.2% | 加碼 |
| Ameriprise Financial Inc | 168,895 | $5,444 萬 | 0.01% | +26,254+18.4% | 加碼 |
| Munro Partners | 171,125 | $5,516 萬 | 2.62% | −2,240−1.3% | 減碼 |
| Victory Capital Management Inc | 172,571 | $5,562 萬 | 0.06% | +128,209+289.0% | 加碼 |
| Capital Research Global Investors | 175,660 | $5,662 萬 | 0.01% | −76,411−30.3% | 減碼 |
| GW&K Investment Management, LLC | 176,321 | $5,683 萬 | 0.53% | −17,682−9.1% | 減碼 |
| Two Sigma Investments, LP | 183,051 | $5,900 萬 | 0.13% | +142,183+347.9% | 加碼 |