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 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 | $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 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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 6,432 | $344.9 萬 | 0.01% | +1,850+40.4% | 加碼 |
| Strategic Global Advisors, LLC | 6,487 | $347.8 萬 | 0.57% | +466+7.7% | 加碼 |
| Schwartz Investment Counsel Inc | 6,600 | $353.9 萬 | 0.12% | 00.0% | 不變 |
| Penobscot Investment Management Company, Inc. | 6,608 | $354.3 萬 | 0.30% | +2,853+76.0% | 加碼 |
| Nicholas Company, Inc. | 6,649 | $356.5 萬 | 0.06% | −5,055−43.2% | 減碼 |
| Monument Capital Management | 6,767 | $362.9 萬 | 0.95% | +6,767 | 新進 |
| Ameritas Investment Partners, Inc. | 6,834 | $366.4 萬 | 0.12% | −147−2.1% | 減碼 |
| New Age Alpha Advisors, LLC | 6,971 | $373.8 萬 | 0.16% | −204−2.8% | 減碼 |
| MML Investors Services, LLC | 7,048 | $377.9 萬 | 0.01% | +98+1.4% | 加碼 |
| Oregon Public Employees Retirement Fund | 7,194 | $385.7 萬 | 0.07% | 00.0% | 不變 |
| Consolidated Planning Corp | 7,219 | $387.1 萬 | 0.49% | +807+12.6% | 加碼 |
| Hedeker Wealth, LLC | 7,254 | $389.0 萬 | 0.91% | +7,254 | 新進 |
| Xponance, Inc. | 7,281 | $390.4 萬 | 0.03% | −21−0.3% | 減碼 |
| New Mexico Educational Retirement Board | 7,400 | $396.8 萬 | 0.13% | 00.0% | 不變 |
| 4D Advisors, LLC | 7,500 | $402.2 萬 | 2.16% | −2,500−25.0% | 減碼 |
| Insight Wealth Strategies, LLC | 7,918 | $413.1 萬 | 0.52% | +86+1.1% | 加碼 |
| RE Advisers Corp | 7,788 | $417.6 萬 | 0.10% | −7,900−50.4% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 7,858 | $421.4 萬 | 0.06% | −30−0.4% | 減碼 |
| Kestra Investment Management, LLC | 9,806 | $422.8 萬 | 0.07% | +4,990+103.6% | 加碼 |
| Engineers Gate Manager LP | 7,924 | $424.9 萬 | 0.05% | −17,949−69.4% | 減碼 |
| Davidson Capital Management Inc. | 7,934 | $425.4 萬 | 1.02% | +751+10.5% | 加碼 |
| Freedom Day Solutions, LLC | 7,988 | $428.3 萬 | 1.27% | −566−6.6% | 減碼 |
| RFG Advisory, LLC | 8,050 | $431.7 萬 | 0.10% | +343+4.5% | 加碼 |
| Ci Investments Inc. | 8,072 | $432.8 萬 | 0.02% | −104,863−92.9% | 減碼 |
| Prudential Financial Inc | 9,600 | $441.1 萬 | 0.01% | −3,048−24.1% | 減碼 |
| Bridges Investment Management Inc | 8,227 | $441.1 萬 | 0.06% | +1,058+14.8% | 加碼 |
| Thrivent Financial for Lutherans | 8,287 | $444.4 萬 | 0.01% | −32−0.4% | 減碼 |
| Los Angeles Capital Management LLC | 8,332 | $446.8 萬 | 0.02% | +113+1.4% | 加碼 |
| Advisor Group Holdings, Inc. | 8,373 | $446.8 萬 | 0.01% | −722−7.9% | 減碼 |
| HighTower Advisors, LLC | 8,349 | $447.7 萬 | 0.01% | +357+4.5% | 加碼 |
| Cim, LLC | 8,359 | $448.2 萬 | 0.60% | +3,203+62.1% | 加碼 |
| Anderson Hoagland & Co | 8,371 | $448.9 萬 | 0.43% | −263−3.0% | 減碼 |
| Cardinal Point Capital Management, ULC | 8,450 | $453.1 萬 | 0.36% | +8,450 | 新進 |
| State of Michigan Retirement System | 8,500 | $455.8 萬 | 0.02% | 00.0% | 不變 |
| Mackenzie Financial Corp | 8,513 | $456.5 萬 | 0.01% | +2,512+41.9% | 加碼 |
| Pathstone Holdings, LLC | 8,518 | $456.8 萬 | 0.02% | −1,910−18.3% | 減碼 |
| Toroso Investments, LLC | 8,536 | $457.7 萬 | 0.03% | −785−8.4% | 減碼 |
| Forge First Asset Management Inc. | 8,598 | $461.0 萬 | 1.67% | +8,598 | 新進 |
| KLP Kapitalforvaltning AS | 8,700 | $466.5 萬 | 0.02% | +500+6.1% | 加碼 |
| California First Leasing Corp | 8,720 | $467.6 萬 | 1.94% | +860+10.9% | 加碼 |
| Virginia Retirement Systems Et Al | 8,723 | $467.7 萬 | 0.03% | −1,200−12.1% | 減碼 |
| Horizon Investments, LLC | 8,734 | $468.3 萬 | 0.07% | +8,734 | 新進 |
| Diversify Wealth Management, LLC | 6,588 | $473.4 萬 | 0.29% | +1,059+19.2% | 加碼 |
| Zurich Insurance Group Ltd | 8,861 | $475.1 萬 | 0.04% | +8,861 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,043 | $484.9 萬 | 0.03% | +562+6.6% | 加碼 |
| EAM Global Investors LLC | 9,227 | $494.8 萬 | 1.28% | +9,227 | 新進 |
| Deroy & Devereaux Private Investment Counsel Inc | 9,434 | $505.9 萬 | 0.27% | −235−2.4% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 9,644 | $517.1 萬 | 0.02% | +562+6.2% | 加碼 |
| Teacher Retirement System of Texas | 9,670 | $518.5 萬 | 0.02% | −191−1.9% | 減碼 |
| Argent Capital Management LLC | 9,719 | $521.1 萬 | 0.15% | +6,017+162.5% | 加碼 |
| Concentric Capital Strategies, LP | 9,720 | $521.2 萬 | 0.29% | +5,199+115.0% | 加碼 |
| Louisiana State Employees Retirement System | 9,900 | $530.8 萬 | 0.10% | 00.0% | 不變 |
| PDT Partners, LLC | 10,125 | $542.9 萬 | 0.31% | +991+10.8% | 加碼 |
| Dividend Assets Capital, LLC | 10,261 | $550.2 萬 | 1.00% | −1,203−10.5% | 減碼 |
| CBOE Vest Financial, LLC | 10,276 | $551.0 萬 | 0.08% | +1,575+18.1% | 加碼 |
| Arizona State Retirement System | 10,310 | $552.8 萬 | 0.03% | +100+1.0% | 加碼 |
| State of Wisconsin Investment Board | 10,365 | $555.8 萬 | 0.01% | −2,835−21.5% | 減碼 |
| Aubrey Capital Management Ltd | 10,400 | $557.6 萬 | 2.02% | −300−2.8% | 減碼 |
| Worldquant Millennium Advisors LLC | 10,509 | $563.5 萬 | 0.03% | +10,509 | 新進 |
| South Dakota Investment Council | 10,565 | $566.5 萬 | 0.11% | 00.0% | 不變 |
| Citigroup Inc | 10,872 | $583.0 萬 | 0.00% | −3,373−23.7% | 減碼 |
| Two Sigma Advisers, LP | 11,000 | $589.8 萬 | 0.01% | −86,800−88.8% | 減碼 |
| Baird Financial Group, Inc. | 11,026 | $591.2 萬 | 0.01% | +5,386+95.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 11,313 | $606.6 萬 | 0.04% | +913+8.8% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 11,314 | $606.7 萬 | 0.05% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 11,354 | $608.8 萬 | 0.01% | −5,597−33.0% | 減碼 |
| CIBC Private Wealth Group, LLC | 11,600 | $622.0 萬 | 0.01% | −3,843−24.9% | 減碼 |
| Cowa, LLC | 11,927 | $639.5 萬 | 2.44% | +1,525+14.7% | 加碼 |
| Brinker Capital Investments, LLC | 11,965 | $641.6 萬 | 0.05% | +148+1.3% | 加碼 |
| Yousif Capital Management, LLC | 11,999 | $643.4 萬 | 0.07% | −306−2.5% | 減碼 |
| State of New Jersey Common Pension Fund D | 12,046 | $645.9 萬 | 0.03% | −10−0.1% | 減碼 |
| Bridgewater Associates, LP | 12,246 | $656.6 萬 | 0.03% | −115,233−90.4% | 減碼 |
| Moore Capital Management, LP | 12,372 | $663.4 萬 | 0.13% | +12,372 | 新進 |
| DekaBank Deutsche Girozentrale | 12,523 | $677.1 萬 | 0.01% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 12,816 | $693.3 萬 | 0.01% | +5,441+73.8% | 加碼 |
| Pinebridge Investments, L.P. | 12,980 | $696.0 萬 | 0.06% | +3,026+30.4% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 13,000 | $697.1 萬 | 0.06% | 00.0% | 不變 |
| Mariner, LLC | 13,224 | $709.1 萬 | 0.01% | +3,699+38.8% | 加碼 |
| Zacks Investment Management | 13,230 | $709.4 萬 | 0.06% | +5,320+67.3% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 13,234 | $709.6 萬 | 0.07% | +531+4.2% | 加碼 |
| Public Employees Retirement System of Ohio | 13,723 | $735.8 萬 | 0.02% | +747+5.8% | 加碼 |
| Natixis Advisors, L.P. | 14,319 | $767.8 萬 | 0.01% | +2,670+22.9% | 加碼 |
| Twinbeech Capital LP | 14,535 | $779.4 萬 | 0.18% | +14,535 | 新進 |
| Cetera Investment Advisers | 14,808 | $794.0 萬 | 0.01% | +4,028+37.4% | 加碼 |
| Gallo Partners, LP | 14,843 | $795.9 萬 | 5.21% | +14,843 | 新進 |
| Harel Insurance Investments & Financial Services Ltd. | 14,851 | $796.3 萬 | 0.09% | −2,779−15.8% | 減碼 |
| Beacon Harbor Wealth Advisors, Inc. | 15,014 | $805.1 萬 | 2.01% | −1,957−11.5% | 減碼 |
| Susquehanna International Group, LLP | 15,825 | $848.6 萬 | 0.01% | +13,946+742.2% | 加碼 |
| State of Tennessee, Treasury Department | 15,830 | $848.8 萬 | 0.03% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 15,989 | $857.3 萬 | 0.04% | +191+1.2% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 16,213 | $869.4 萬 | 0.09% | −25,477−61.1% | 減碼 |
| Brown Advisory Inc | 16,528 | $886.3 萬 | 0.01% | +15,831+2,271.3% | 加碼 |
| Brevan Howard Capital Management LP | 16,559 | $887.9 萬 | 0.10% | +4,681+39.4% | 加碼 |
| CWM, LLC | 16,926 | $907.6 萬 | 0.03% | +8,655+104.6% | 加碼 |
| HSBC Holdings PLC | 17,210 | $928.5 萬 | 0.01% | +9,348+118.9% | 加碼 |
| Amalgamated Bank | 17,353 | $930.5 萬 | 0.07% | −9−0.1% | 減碼 |
| Creative Planning | 17,422 | $934.2 萬 | 0.01% | +2,365+15.7% | 加碼 |
| Bank of Montreal | 17,498 | $938.3 萬 | 0.00% | −321−1.8% | 減碼 |
| Mutual of America Capital Management LLC | 17,504 | $938.6 萬 | 0.10% | −756−4.1% | 減碼 |
| New York State Common Retirement Fund | 17,802 | $954.6 萬 | 0.01% | +94+0.5% | 加碼 |