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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 2 季與 2025 年第 1 季比較

持有 Comfort Systems USA Inc 的機構從 2025 年第 1 季到 2025 年第 2 季的變化。

2025 年第 2 季全部持有人2025 年第 1 季全部持有人

FIX 的 13F 持有人:2025 年第 1 季與 2025 年第 2 季比較
項目2025 年第 1 季其中尚未申報 2025 年第 2 季2025 年第 2 季變化
持有家數6327755+130
股數3,383 萬5.13 萬3,384 萬+5.99 萬 (+0.2%)
市值$109.0 億$1,653 萬$181.4 億+$72.6 億 (+66.7%)

7 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(178 家)

2025 年第 2 季季末持有 Comfort Systems USA Inc、2025 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 178 家。

2025 年第 2 季新進 FIX 的機構
機構股數市值佔組合 %
Artisan Partners Limited Partnership213,631$1.15 億0.17%
Third Point LLC大師第三點資本185,000$9,920 萬1.30%
Merewether Investment Management, LP69,395$3,721 萬1.07%
Driehaus Capital Management LLC54,337$2,914 萬0.23%
BWCP, LP38,796$2,080 萬3.40%
Winslow Capital Management, LLC29,070$1,559 萬0.05%
T. Rowe Price Investment Management, Inc.19,929$1,069 萬0.01%
Pinnbrook Capital Management LP18,823$1,009 萬2.64%
Gallo Partners, LP14,843$795.9 萬5.21%
Twinbeech Capital LP14,535$779.4 萬0.18%
Moore Capital Management, LP12,372$663.4 萬0.13%
Worldquant Millennium Advisors LLC10,509$563.5 萬0.03%
EAM Global Investors LLC9,227$494.8 萬1.28%
Zurich Insurance Group Ltd8,861$475.1 萬0.04%
Horizon Investments, LLC8,734$468.3 萬0.07%
Forge First Asset Management Inc.8,598$461.0 萬1.67%
Cardinal Point Capital Management, ULC8,450$453.1 萬0.36%
Hedeker Wealth, LLC7,254$389.0 萬0.91%
Monument Capital Management6,767$362.9 萬0.95%
Prosperitas Financial LLC6,217$333.4 萬1.57%
CWA Asset Management Group, LLC6,212$333.1 萬0.14%
Oak Harvest Investment Services6,113$327.8 萬0.41%
Independent Advisor Alliance5,863$314.4 萬0.09%
Venture Visionary Partners LLC5,745$308.1 萬0.12%
Night Squared LP5,598$300.2 萬1.34%
Huntleigh Advisors, Inc.5,431$291.2 萬0.56%
Penserra Capital Management LLC4,582$245.6 萬0.03%
Vontobel Holding Ltd.4,174$223.8 萬0.01%
Capital Insight Partners, LLC4,012$215.1 萬0.37%
Walleye Capital LLC3,697$198.2 萬0.02%
Walleye Trading LLC3,378$181.1 萬0.04%
Essential Partners LLC2,930$157.1 萬0.63%
Hancock Whitney Corp2,790$149.6 萬0.03%
Brighton Jones LLC2,454$131.6 萬0.04%
Applied Capital LLC2,431$130.4 萬0.97%
Strategic Wealth Partners, Ltd.2,321$124.5 萬0.10%
Integrated Quantitative Investments LLC2,084$111.7 萬0.33%
Mirabella Financial Services LLP2,060$110.5 萬0.12%
Marietta Investment Partners LLC1,609$86.3 萬0.19%
Omers Administration Corp1,600$85.8 萬0.01%
Geneva Partners, LLC1,550$83.1 萬0.33%
J2 Capital Management Inc1,529$82.0 萬0.65%
TFR Capital, LLC.1,435$76.9 萬0.28%
Retireful, LLC1,360$72.9 萬0.50%
Financiere des Professionnels - Fonds d,investissement inc.1,306$70.0 萬0.04%
Blair William & Co1,300$69.7 萬0.00%
Diametric Capital, LP1,243$66.7 萬0.36%
Belpointe Asset Management LLC1,243$66.7 萬0.03%
Keebeck Wealth Management, LLC1,159$62.1 萬0.08%
Maridea Wealth Management LLC1,067$57.2 萬0.15%
Winton Group Ltd1,057$56.7 萬0.03%
Nomura Holdings Inc1,053$56.5 萬0.00%
Petra Financial Advisors Inc1,045$56.0 萬0.36%
Polymer Capital Management (HK) LTD1,014$54.4 萬0.09%
Cannon Global Investment Management, LLC1,000$53.6 萬1.46%
Katamaran Capital LLP951$51.0 萬0.50%
Lisanti Capital Growth, LLC945$50.7 萬0.14%
National Asset Management, Inc.942$50.5 萬0.02%
denkapparat Operations GmbH938$50.3 萬0.40%
Swiss Life Asset Management Ltd917$49.2 萬0.00%
Soltis Investment Advisors LLC900$48.3 萬0.04%
Ballentine Partners, LLC879$47.1 萬0.01%
Applied Finance Capital Management, LLC866$46.4 萬0.03%
Keebeck Alpha, LP851$45.6 萬0.75%
Harvest Fund Management Co., Ltd836$44.8 萬0.02%
Holderness Investments Co826$44.3 萬0.10%
Polymer Capital Management (US) LLC795$42.6 萬0.07%
Counterpoint Mutual Funds LLC788$42.3 萬0.04%
Capital Performance Advisors LLP766$41.1 萬0.08%
VGI Partners Ltd700$37.5 萬0.03%
Atomi Financial Group, Inc.690$37.0 萬0.01%
Vinva Investment Management Ltd448$36.7 萬0.01%
Gateway Wealth Partners, LLC673$36.1 萬0.07%
Roman Butler Fullerton & Co521$35.9 萬0.11%
waypoint wealth counsel660$35.4 萬0.18%
LVW Advisors, LLC637$34.2 萬0.04%
DRW Securities, LLC623$33.4 萬0.02%
Advisor OS, LLC614$32.9 萬0.03%
Rafferty Asset Management, LLC614$32.9 萬0.00%
Allegiance Financial Group Advisory Services LLC607$32.5 萬0.09%
AXS Investments LLC600$32.2 萬0.13%
Harvest Investment Services, LLC597$32.0 萬0.07%
OmniStar Financial Group, Inc.597$32.0 萬0.24%
Connecticut Wealth Management, LLC590$31.6 萬0.02%
Balboa Wealth Partners588$31.5 萬0.06%
Waddell & Associates, LLC585$31.4 萬0.03%
EP Wealth Advisors, LLC579$31.1 萬0.00%
Lombard Odier Asset Management (USA) Corp573$30.7 萬0.08%
Sawgrass Asset Management LLC569$30.5 萬0.03%
NorthRock Partners, LLC565$30.3 萬0.01%
Inscription Capital, LLC560$30.0 萬0.04%
Net Worth Advisory Group557$29.9 萬0.07%
Parcion Private Wealth LLC546$29.3 萬0.02%
Maple Capital Management, Inc.546$29.3 萬0.02%
Readystate Asset Management LP542$29.1 萬0.01%
Inceptionr LLC538$28.8 萬0.07%
Glenview Trust Co533$28.6 萬0.00%
Transcend Wealth Collective, LLC530$28.4 萬0.02%
United Capital Financial Advisers, LLC529$28.4 萬0.00%
Vident Advisory, LLC525$28.2 萬0.00%

清倉機構(48 家)

2025 年第 1 季季末持有 Comfort Systems USA Inc、2025 年第 2 季有申報但已經沒有持有的機構。

2025 年第 2 季清倉 FIX 的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Marshall Wace, LLP51,254$1,652 萬
Squarepoint Ops LLC47,243$1,523 萬
Tudor Investment Corp Et Al42,769$1,379 萬
Corebridge Financial, Inc.39,575$1,276 萬
TrimTabs Asset Management, LLC19,040$613.7 萬
Bank of Nova Scotia16,913$545.2 萬
Y-Intercept (Hong Kong) Ltd16,539$533.1 萬
Toronto Dominion Bank14,498$467.3 萬
Jump Financial, LLC9,845$317.3 萬
U.S. Capital Wealth Advisors, LLC9,823$316.6 萬
Fox Run Management, L.L.C.5,551$178.9 萬
HRT Financial LP5,151$166.0 萬
Ontario Teachers Pension Plan Board4,652$149.9 萬
Virtu Financial LLC4,252$137.0 萬
Centiva Capital, LP3,914$126.2 萬
Neo Ivy Capital Management3,234$104.2 萬
Axxcess Wealth Management, LLC3,003$96.8 萬
Convergence Investment Partners, LLC2,995$96.5 萬
Park Avenue Securities LLC2,825$91.1 萬
Scientech Research LLC2,484$80.1 萬
United Services Automobile Association2,324$75.3 萬
Entropy Technologies, LP2,199$70.9 萬
Oak Thistle LLC2,182$70.3 萬
Hillsdale Investment Management Inc.1,890$60.9 萬
Capital Management Associates1,500$48.3 萬
Sherbrooke Park Advisers LLC1,416$45.6 萬
Oxford Asset Management LLP1,296$41.8 萬
Versor Investments LP1,278$41.2 萬
Polen Capital Management LLC1,166$37.6 萬
Ground Swell Capital, LLC1,122$36.2 萬
Blueshift Asset Management, LLC1,030$33.2 萬
Aigen Investment Management, LP1,030$33.2 萬
PharVision Advisers, LLC1,017$32.8 萬
Mariner Investment Group LLC1,000$32.2 萬
Two Sigma Securities, LLC979$31.6 萬
Laurion Capital Management LP842$27.1 萬
Boothbay Fund Management, LLC801$25.8 萬
Qsemble Capital Management, LP741$23.9 萬
Axq Capital, LP710$22.9 萬
Contravisory Investment Management, Inc.490$15.8 萬
Wayfinding Financial, LLC157$5.00 萬
Whipplewood Advisors, LLC43$2.68 萬
Mather Group, LLC.15$4,835
Plato Investment Management Ltd11$3,584
First Pacific Financial8$2,579
Continuum Advisory, LLC8$2,579
Global Financial Private Client, LLC8$2,579
Hexagon Capital Partners LLC2$645

尚未申報 2025 年第 2 季的機構(7 家)

2025 年第 1 季季末持有 Comfort Systems USA Inc、還沒有申報 2025 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 1 季持有 FIX、尚未申報 2025 年第 2 季的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Credit Agricole S A24,448$788.0 萬
Orion Portfolio Solutions, LLC11,817$380.9 萬
Benchmark Investment Advisors LLC5,398$174.0 萬
Sheaff Brock Investment Advisors, LLC4,670$150.5 萬
Redwood Investments, LLC4,039$130.2 萬
CAPROCK Group, Inc.685$22.1 萬
Lindbrook Capital, LLC237$7.64 萬