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 $686.5 億；Coatue和馬克爾集團兩位大師持有。
2025 年第 2 季 13F 持有人
Comfort Systems USA Inc 在 2025/6/30 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
- 755
- 較 2025 年第 1 季 +130 家
- 持有股數
- 3,384 萬
- 較 2025 年第 1 季 +5.99 萬 (+0.2%)
- 總市值
- $181.4 億
- 較 2025 年第 1 季 +$72.6 億 (+66.7%)
- 新進機構
- 178
- 另有 267 家加碼
- 清倉機構
- 48
- 另有 231 家減碼
另有 7 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 | $686.5 億 |
| 2026 年第 1 季 | 1,206 | $446.4 億 |
| 2025 年第 4 季 | 1,043 | $314.4 億 |
| 2025 年第 3 季 | 888 | $282.2 億 |
| 2025 年第 2 季 | 755 | $181.8 億 |
| 2025 年第 1 季 | 632 | $109.8 億 |
| 2024 年第 4 季 | 665 | $144.0 億 |
| 2024 年第 3 季 | 591 | $131.0 億 |
| 2024 年第 2 季 | 555 | $106.6 億 |
| 2024 年第 1 季 | 505 | $115.3 億 |
| 2023 年第 4 季 | 447 | $74.8 億 |
| 2023 年第 3 季 | 400 | $60.2 億 |
| 2023 年第 2 季 | 378 | $56.8 億 |
| 2023 年第 1 季 | 348 | $51.5 億 |
| 2022 年第 4 季 | 337 | $39.9 億 |
| 2022 年第 3 季 | 299 | $34.1 億 |
| 2022 年第 2 季 | 277 | $28.9 億 |
| 2022 年第 1 季 | 280 | $31.2 億 |
| 2021 年第 4 季 | 291 | $34.2 億 |
| 2021 年第 3 季 | 269 | $24.3 億 |
| 2021 年第 2 季 | 282 | $26.8 億 |
| 2021 年第 1 季 | 252 | $25.8 億 |
2025 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,881,200 | $20.8 億 | 0.04% | −71,740−1.8% | 減碼 |
| Vanguard Group Inc | 3,772,418 | $20.2 億 | 0.03% | −30,124−0.8% | 減碼 |
| Capital World Investors | 2,227,153 | $11.9 億 | 0.17% | −90,280−3.9% | 減碼 |
| FMR LLC | 1,570,490 | $8.42 億 | 0.05% | +146,248+10.3% | 加碼 |
| State Street Corp | 1,073,777 | $5.76 億 | 0.02% | −37,408−3.4% | 減碼 |
| Invesco Ltd. | 990,833 | $5.31 億 | 0.09% | −13,300−1.3% | 減碼 |
| Westfield Capital Management Co LP | 936,412 | $5.02 億 | 2.11% | +46,773+5.3% | 加碼 |
| Geode Capital Management, LLC | 821,897 | $4.41 億 | 0.03% | +3,032+0.4% | 加碼 |
| AQR Capital Management LLC | 782,435 | $4.19 億 | 0.35% | +252,007+47.5% | 加碼 |
| JPMorgan Chase & Co | 536,906 | $2.88 億 | 0.02% | +17,469+3.4% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 533,131 | $2.86 億 | 1.04% | −112,303−17.4% | 減碼 |
| Norges Bank | 479,287 | $2.57 億 | 0.03% | −2,987−0.6% | 減碼 |
| Baillie Gifford & Co | 432,542 | $2.32 億 | 0.17% | −13,373−3.0% | 減碼 |
| First Trust Advisors LP | 395,365 | $2.12 億 | 0.17% | −100,773−20.3% | 減碼 |
| Royal London Asset Management Ltd | 342,045 | $1.83 億 | 0.42% | −2,472−0.7% | 減碼 |
| Northern Trust Corp | 335,860 | $1.80 億 | 0.02% | +18,245+5.7% | 加碼 |
| Morgan Stanley | 332,070 | $1.78 億 | 0.01% | −42,009−11.2% | 減碼 |
| Dimensional Fund Advisors LP | 325,583 | $1.75 億 | 0.04% | −63,055−16.2% | 減碼 |
| Charles Schwab Investment Management Inc | 302,190 | $1.62 億 | 0.03% | −1,039−0.3% | 減碼 |
| Jacobs Levy Equity Management, Inc | 300,554 | $1.61 億 | 0.63% | −19,259−6.0% | 減碼 |
| Federated Hermes, Inc. | 297,944 | $1.60 億 | 0.30% | −1,989−0.7% | 減碼 |
| Voya Investment Management LLC | 296,793 | $1.59 億 | 0.16% | +67,822+29.6% | 加碼 |
| Bank of New York Mellon Corp | 276,124 | $1.48 億 | 0.03% | −3,913−1.4% | 減碼 |
| Alliancebernstein L.P. | 271,383 | $1.46 億 | 0.05% | −24,361−8.2% | 減碼 |
| Goldman Sachs Group Inc | 252,114 | $1.35 億 | 0.02% | −80,622−24.2% | 減碼 |
| Hood River Capital Management LLC | 243,385 | $1.31 億 | 1.82% | +4,905+2.1% | 加碼 |
| Artemis Investment Management LLP | 225,330 | $1.21 億 | 1.55% | −22,908−9.2% | 減碼 |
| Nuveen, LLC | 213,791 | $1.15 億 | 0.03% | −17,753−7.7% | 減碼 |
| Deutsche Bank AG | 213,753 | $1.15 億 | 0.04% | +164,634+335.2% | 加碼 |
| Artisan Partners Limited Partnership | 213,631 | $1.15 億 | 0.17% | +213,631 | 新進 |
| Clearbridge Investments, LLC | 209,906 | $1.13 億 | 0.09% | +53,734+34.4% | 加碼 |
| Capital International Investors | 206,942 | $1.11 億 | 0.02% | −13,429−6.1% | 減碼 |
| GW&K Investment Management, LLC | 203,065 | $1.09 億 | 0.97% | +26,744+15.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 195,002 | $1.05 億 | 0.10% | +26,217+15.5% | 加碼 |
| Franklin Resources Inc | 190,737 | $1.02 億 | 0.03% | +31,145+19.5% | 加碼 |
| Price T Rowe Associates Inc | 189,993 | $1.02 億 | 0.01% | +44,867+30.9% | 加碼 |
| Third Point LLC大師第三點資本 | 185,000 | $9,920 萬 | 1.30% | +185,000 | 新進 |
| Bank of America Corp | 181,114 | $9,712 萬 | 0.01% | +51,059+39.3% | 加碼 |
| Ameriprise Financial Inc | 179,421 | $9,621 萬 | 0.02% | +10,526+6.2% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 179,024 | $9,599 萬 | 0.20% | +29,951+20.1% | 加碼 |
| UBS Asset Management Americas Inc | 177,228 | $9,503 萬 | 0.02% | +35,493+25.0% | 加碼 |
| Capital Research Global Investors | 175,660 | $9,419 萬 | 0.02% | 00.0% | 不變 |
| Principal Financial Group Inc | 173,384 | $9,298 萬 | 0.05% | +8,300+5.0% | 加碼 |
| Evercore Wealth Management, LLC | 158,670 | $8,508 萬 | 1.32% | +32,137+25.4% | 加碼 |
| Millennium Management LLC | 155,549 | $8,341 萬 | 0.07% | −162,303−51.1% | 減碼 |
| Comerica Bank | 151,279 | $8,112 萬 | 0.31% | +5,085+3.5% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 149,607 | $8,022 萬 | 0.06% | −1,627−1.1% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 148,312 | $7,953 萬 | 0.08% | +136,807+1,189.1% | 加碼 |
| Handelsbanken Fonder AB | 135,137 | $7,246 萬 | 0.26% | +19,000+16.4% | 加碼 |
| Blue Grotto Capital, LLC | 133,817 | $7,175 萬 | 8.66% | +33,817+33.8% | 加碼 |
| EULAV Asset Management | 132,610 | $7,111 萬 | 1.67% | +20.0% | 加碼 |
| Lord, Abbett & Co. LLC | 132,340 | $7,096 萬 | 0.23% | +37,977+40.2% | 加碼 |
| Lazard Asset Management LLC | 131,329 | $7,042 萬 | 0.10% | +35,585+37.2% | 加碼 |
| Carmignac Gestion | 130,699 | $7,008 萬 | 1.08% | −3,575−2.7% | 減碼 |
| Renaissance Technologies LLC | 130,300 | $6,987 萬 | 0.09% | −900−0.7% | 減碼 |
| Russell Investments Group, Ltd. | 125,729 | $6,741 萬 | 0.09% | +1,247+1.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 124,389 | $6,670 萬 | 0.16% | +113,987+1,095.8% | 加碼 |
| Congress Asset Management Co | 111,445 | $5,976 萬 | 0.41% | +3,880+3.6% | 加碼 |
| Raymond James Financial Inc | 109,303 | $5,861 萬 | 0.02% | +19,936+22.3% | 加碼 |
| Janus Henderson Group PLC | 103,487 | $5,547 萬 | 0.03% | +1,894+1.9% | 加碼 |
| Freestone Grove Partners LP | 103,269 | $5,537 萬 | 0.42% | +85,284+474.2% | 加碼 |
| UBS Group AG | 100,861 | $5,408 萬 | 0.01% | +6,706+7.1% | 加碼 |
| Qube Research & Technologies Ltd | 100,137 | $5,369 萬 | 0.07% | −151,138−60.1% | 減碼 |
| American Century Companies Inc | 99,035 | $5,310 萬 | 0.03% | +13,981+16.4% | 加碼 |
| Rhumbline Advisers | 98,395 | $5,276 萬 | 0.05% | −1,365−1.4% | 減碼 |
| Victory Capital Management Inc | 98,130 | $5,262 萬 | 0.03% | −74,441−43.1% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 95,228 | $5,106 萬 | 1.37% | −1,300−1.3% | 減碼 |
| Allianz Asset Management GmbH | 93,895 | $5,035 萬 | 0.07% | +2,230+2.4% | 加碼 |
| Systematic Financial Management LP | 91,890 | $4,927 萬 | 1.31% | −2,299−2.4% | 減碼 |
| Robeco Schweiz AG | 88,278 | $4,734 萬 | 1.09% | −40,974−31.7% | 減碼 |
| Renaissance Group LLC | 87,380 | $4,685 萬 | 1.83% | +5,775+7.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 81,497 | $4,370 萬 | 0.33% | +10,463+14.7% | 加碼 |
| Envestnet Asset Management Inc | 81,065 | $4,347 萬 | 0.01% | +7,022+9.5% | 加碼 |
| Danske Bank A/S | 80,066 | $4,293 萬 | 0.11% | +16,770+26.5% | 加碼 |
| Retirement Systems of Alabama | 77,825 | $4,173 萬 | 0.15% | −166−0.2% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 76,960 | $4,127 萬 | 2.99% | −421−0.5% | 減碼 |
| E. Ohman J:or Asset Management AB | 74,628 | $4,002 萬 | 0.99% | −3,412−4.4% | 減碼 |
| Man Group plc | 74,305 | $3,984 萬 | 0.09% | −16,080−17.8% | 減碼 |
| Royal Bank of Canada | 73,973 | $3,967 萬 | 0.01% | +14,668+24.7% | 加碼 |
| Schroder Investment Management Group | 69,704 | $3,738 萬 | 0.03% | −24,113−25.7% | 減碼 |
| Merewether Investment Management, LP | 69,395 | $3,721 萬 | 1.07% | +69,395 | 新進 |
| Granahan Investment Management Inc | 68,612 | $3,679 萬 | 1.50% | +360+0.5% | 加碼 |
| Swiss National Bank | 67,500 | $3,619 萬 | 0.02% | −1,500−2.2% | 減碼 |
| Nordea Investment Management AB | 67,098 | $3,597 萬 | 0.03% | −998−1.5% | 減碼 |
| Public Employees Retirement Association of Colorado | 65,727 | $3,524 萬 | 0.14% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 65,357 | $3,505 萬 | 0.03% | +7,288+12.6% | 加碼 |
| Citadel Advisors LLC | 64,323 | $3,449 萬 | 0.03% | −129,398−66.8% | 減碼 |
| Legal & General Group Plc | 64,278 | $3,447 萬 | 0.01% | −1,406−2.1% | 減碼 |
| California Public Employees Retirement System | 62,896 | $3,373 萬 | 0.02% | +4,001+6.8% | 加碼 |
| TimesSquare Capital Management, LLC | 61,710 | $3,309 萬 | 0.48% | −16,834−21.4% | 減碼 |
| Assenagon Asset Management S.A. | 61,346 | $3,289 萬 | 0.05% | +60,557+7,675.2% | 加碼 |
| Smith Group Asset Management, LLC | 59,868 | $3,210 萬 | 2.10% | +56,738+1,812.7% | 加碼 |
| Neumeier Poma Investment Counsel LLC | 59,070 | $3,167 萬 | 2.95% | +833+1.4% | 加碼 |
| AXA S.A. | 56,700 | $3,040 萬 | 0.09% | −5,432−8.7% | 減碼 |
| Wellington Management Group LLP | 55,424 | $2,972 萬 | 0.01% | −293−0.5% | 減碼 |
| Driehaus Capital Management LLC | 54,337 | $2,914 萬 | 0.23% | +54,337 | 新進 |
| Ieq Capital, LLC | 53,769 | $2,883 萬 | 0.18% | +31,124+137.4% | 加碼 |
| Wells Fargo & Company | 49,971 | $2,679 萬 | 0.01% | +1,619+3.3% | 加碼 |
| WCM Investment Management, LLC | 49,592 | $2,653 萬 | 0.06% | +3,009+6.5% | 加碼 |
| Empowered Funds, LLC | 45,483 | $2,439 萬 | 0.28% | +11,479+33.8% | 加碼 |