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 |
|---|---|---|---|---|---|
| Two Sigma Investments, LP | 17,922 | $961.0 萬 | 0.02% | −165,129−90.2% | 減碼 |
| Crown Advisors Management, Inc. | 18,000 | $965.1 萬 | 7.70% | +4,000+28.6% | 加碼 |
| Munro Partners | 18,069 | $968.9 萬 | 0.30% | −153,056−89.4% | 減碼 |
| Kennedy Capital Management, Inc. | 18,255 | $978.9 萬 | 0.23% | +311+1.7% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 18,301 | $981.3 萬 | 0.02% | −1,298−6.6% | 減碼 |
| Navellier & Associates Inc | 18,327 | $982.7 萬 | 1.22% | −732−3.8% | 減碼 |
| Kovitz Investment Group Partners, LLC | 18,662 | $1,001 萬 | 0.04% | +6,706+56.1% | 加碼 |
| Pinnbrook Capital Management LP | 18,823 | $1,009 萬 | 2.64% | +18,823 | 新進 |
| Peterson Wealth Services | 19,202 | $1,030 萬 | 2.82% | +93+0.5% | 加碼 |
| BNP Paribas Arbitrage, SA | 19,600 | $1,051 萬 | 0.01% | −31,650−61.8% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 19,929 | $1,069 萬 | 0.01% | +19,929 | 新進 |
| Stifel Financial Corp | 20,005 | $1,073 萬 | 0.01% | +4,573+29.6% | 加碼 |
| Asset Management One Co.,Ltd. | 20,203 | $1,083 萬 | 0.03% | −6,832−25.3% | 減碼 |
| Stansberry Asset Management, LLC | 20,530 | $1,101 萬 | 1.20% | +9,207+81.3% | 加碼 |
| MetLife Investment Management | 20,530 | $1,101 萬 | 0.06% | −696−3.3% | 減碼 |
| Silvercrest Asset Management Group LLC | 20,718 | $1,111 萬 | 0.07% | +295+1.4% | 加碼 |
| CIBC World Markets Inc. | 20,919 | $1,122 萬 | 0.02% | +7,026+50.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 21,225 | $1,138 萬 | 0.01% | −468−2.2% | 減碼 |
| Pallas Capital Advisors LLC | 21,420 | $1,149 萬 | 0.44% | +3,114+17.0% | 加碼 |
| Congress Wealth Management LLC | 23,080 | $1,238 萬 | 0.12% | +713+3.2% | 加碼 |
| Trexquant Investment LP | 25,533 | $1,369 萬 | 0.15% | +5,616+28.2% | 加碼 |
| LPL Financial LLC | 26,063 | $1,398 萬 | 0.00% | +2,543+10.8% | 加碼 |
| Great West Life Assurance Co | 26,371 | $1,414 萬 | 0.02% | −1,515−5.4% | 減碼 |
| New York State Teachers Retirement System | 27,079 | $1,452 萬 | 0.03% | 00.0% | 不變 |
| Cerity Partners LLC | 27,102 | $1,453 萬 | 0.03% | +9,261+51.9% | 加碼 |
| Moran Wealth Management, LLC | 27,577 | $1,479 萬 | 0.46% | −2,784−9.2% | 減碼 |
| Amundi | 28,287 | $1,499 萬 | 0.01% | +3,476+14.0% | 加碼 |
| Treasurer of the State of North Carolina | 28,046 | $1,504 萬 | 0.05% | +11,962+74.4% | 加碼 |
| Strategic Planning Group, LLC | 28,715 | $1,540 萬 | 2.50% | +5,131+21.8% | 加碼 |
| Winslow Capital Management, LLC | 29,070 | $1,559 萬 | 0.05% | +29,070 | 新進 |
| Panagora Asset Management Inc | 29,598 | $1,587 萬 | 0.07% | −82,239−73.5% | 減碼 |
| Distillate Capital Partners LLC | 29,974 | $1,607 萬 | 0.86% | −1,988−6.2% | 減碼 |
| Hiddenite Capital Partners LP | 30,000 | $1,609 萬 | 9.61% | +5,000+20.0% | 加碼 |
| Gotham Asset Management, LLC | 30,199 | $1,619 萬 | 0.10% | +7,742+34.5% | 加碼 |
| Bessemer Group Inc | 31,160 | $1,671 萬 | 0.03% | +2,017+6.9% | 加碼 |
| Aptus Capital Advisors, LLC | 32,161 | $1,725 萬 | 0.17% | +2,898+9.9% | 加碼 |
| Jane Street Group, LLC | 32,179 | $1,725 萬 | 0.03% | −12,231−27.5% | 減碼 |
| Barclays PLC | 32,929 | $1,766 萬 | 0.01% | +346+1.1% | 加碼 |
| California State Teachers Retirement System | 32,943 | $1,766 萬 | 0.02% | −26−0.1% | 減碼 |
| Van Eck Associates Corp | 33,791 | $1,812 萬 | 0.02% | −4,936−12.7% | 減碼 |
| Jain Global LLC | 34,276 | $1,838 萬 | 0.29% | −45,039−56.8% | 減碼 |
| Balyasny Asset Management LLC | 34,682 | $1,860 萬 | 0.04% | −8,875−20.4% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 35,645 | $1,911 萬 | 0.03% | −4,933−12.2% | 減碼 |
| State Board of Administration of Florida Retirement System | 35,859 | $1,923 萬 | 0.03% | +558+1.6% | 加碼 |
| Algert Global LLC | 37,142 | $1,992 萬 | 0.42% | −2,247−5.7% | 減碼 |
| Intech Investment Management LLC | 37,925 | $2,034 萬 | 0.19% | −11,097−22.6% | 減碼 |
| BWCP, LP | 38,796 | $2,080 萬 | 3.40% | +38,796 | 新進 |
| Truist Financial Corp | 39,862 | $2,137 萬 | 0.03% | +1,610+4.2% | 加碼 |
| Summit Partners Public Asset Management, LLC | 40,000 | $2,145 萬 | 0.84% | −30,000−42.9% | 減碼 |
| Storebrand Asset Management AS | 40,971 | $2,197 萬 | 0.06% | −6,866−14.4% | 減碼 |
| Fred Alger Management, LLC | 42,295 | $2,229 萬 | 0.10% | +20,566+94.6% | 加碼 |
| Macquarie Group Ltd | 42,278 | $2,267 萬 | 0.03% | +6,571+18.4% | 加碼 |
| SEI Investments Co | 43,631 | $2,340 萬 | 0.03% | +16,390+60.2% | 加碼 |
| Harbor Capital Advisors, Inc. | 44,085 | $2,364 萬 | 0.99% | +39+0.1% | 加碼 |
| Waratah Capital Advisors Ltd. | 44,203 | $2,370 萬 | 1.61% | +39,871+920.4% | 加碼 |
| Empowered Funds, LLC | 45,483 | $2,439 萬 | 0.28% | +11,479+33.8% | 加碼 |
| WCM Investment Management, LLC | 49,592 | $2,653 萬 | 0.06% | +3,009+6.5% | 加碼 |
| Wells Fargo & Company | 49,971 | $2,679 萬 | 0.01% | +1,619+3.3% | 加碼 |
| Ieq Capital, LLC | 53,769 | $2,883 萬 | 0.18% | +31,124+137.4% | 加碼 |
| Driehaus Capital Management LLC | 54,337 | $2,914 萬 | 0.23% | +54,337 | 新進 |
| Wellington Management Group LLP | 55,424 | $2,972 萬 | 0.01% | −293−0.5% | 減碼 |
| AXA S.A. | 56,700 | $3,040 萬 | 0.09% | −5,432−8.7% | 減碼 |
| Neumeier Poma Investment Counsel LLC | 59,070 | $3,167 萬 | 2.95% | +833+1.4% | 加碼 |
| Smith Group Asset Management, LLC | 59,868 | $3,210 萬 | 2.10% | +56,738+1,812.7% | 加碼 |
| Assenagon Asset Management S.A. | 61,346 | $3,289 萬 | 0.05% | +60,557+7,675.2% | 加碼 |
| TimesSquare Capital Management, LLC | 61,710 | $3,309 萬 | 0.48% | −16,834−21.4% | 減碼 |
| California Public Employees Retirement System | 62,896 | $3,373 萬 | 0.02% | +4,001+6.8% | 加碼 |
| Legal & General Group Plc | 64,278 | $3,447 萬 | 0.01% | −1,406−2.1% | 減碼 |
| Citadel Advisors LLC | 64,323 | $3,449 萬 | 0.03% | −129,398−66.8% | 減碼 |
| Neuberger Berman Group LLC | 65,357 | $3,505 萬 | 0.03% | +7,288+12.6% | 加碼 |
| Public Employees Retirement Association of Colorado | 65,727 | $3,524 萬 | 0.14% | 00.0% | 不變 |
| Nordea Investment Management AB | 67,098 | $3,597 萬 | 0.03% | −998−1.5% | 減碼 |
| Swiss National Bank | 67,500 | $3,619 萬 | 0.02% | −1,500−2.2% | 減碼 |
| Granahan Investment Management Inc | 68,612 | $3,679 萬 | 1.50% | +360+0.5% | 加碼 |
| Merewether Investment Management, LP | 69,395 | $3,721 萬 | 1.07% | +69,395 | 新進 |
| Schroder Investment Management Group | 69,704 | $3,738 萬 | 0.03% | −24,113−25.7% | 減碼 |
| Royal Bank of Canada | 73,973 | $3,967 萬 | 0.01% | +14,668+24.7% | 加碼 |
| Man Group plc | 74,305 | $3,984 萬 | 0.09% | −16,080−17.8% | 減碼 |
| E. Ohman J:or Asset Management AB | 74,628 | $4,002 萬 | 0.99% | −3,412−4.4% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 76,960 | $4,127 萬 | 2.99% | −421−0.5% | 減碼 |
| Retirement Systems of Alabama | 77,825 | $4,173 萬 | 0.15% | −166−0.2% | 減碼 |
| Danske Bank A/S | 80,066 | $4,293 萬 | 0.11% | +16,770+26.5% | 加碼 |
| Envestnet Asset Management Inc | 81,065 | $4,347 萬 | 0.01% | +7,022+9.5% | 加碼 |
| Schonfeld Strategic Advisors LLC | 81,497 | $4,370 萬 | 0.33% | +10,463+14.7% | 加碼 |
| Renaissance Group LLC | 87,380 | $4,685 萬 | 1.83% | +5,775+7.1% | 加碼 |
| Robeco Schweiz AG | 88,278 | $4,734 萬 | 1.09% | −40,974−31.7% | 減碼 |
| Systematic Financial Management LP | 91,890 | $4,927 萬 | 1.31% | −2,299−2.4% | 減碼 |
| Allianz Asset Management GmbH | 93,895 | $5,035 萬 | 0.07% | +2,230+2.4% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 95,228 | $5,106 萬 | 1.37% | −1,300−1.3% | 減碼 |
| Victory Capital Management Inc | 98,130 | $5,262 萬 | 0.03% | −74,441−43.1% | 減碼 |
| Rhumbline Advisers | 98,395 | $5,276 萬 | 0.05% | −1,365−1.4% | 減碼 |
| American Century Companies Inc | 99,035 | $5,310 萬 | 0.03% | +13,981+16.4% | 加碼 |
| Qube Research & Technologies Ltd | 100,137 | $5,369 萬 | 0.07% | −151,138−60.1% | 減碼 |
| UBS Group AG | 100,861 | $5,408 萬 | 0.01% | +6,706+7.1% | 加碼 |
| Freestone Grove Partners LP | 103,269 | $5,537 萬 | 0.42% | +85,284+474.2% | 加碼 |
| Janus Henderson Group PLC | 103,487 | $5,547 萬 | 0.03% | +1,894+1.9% | 加碼 |
| Raymond James Financial Inc | 109,303 | $5,861 萬 | 0.02% | +19,936+22.3% | 加碼 |
| Congress Asset Management Co | 111,445 | $5,976 萬 | 0.41% | +3,880+3.6% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 124,389 | $6,670 萬 | 0.16% | +113,987+1,095.8% | 加碼 |
| Russell Investments Group, Ltd. | 125,729 | $6,741 萬 | 0.09% | +1,247+1.0% | 加碼 |