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 |
|---|---|---|---|---|---|
| CBOE Vest Financial, LLC | 10,276 | $551.0 萬 | 0.08% | +1,575+18.1% | 加碼 |
| Dividend Assets Capital, LLC | 10,261 | $550.2 萬 | 1.00% | −1,203−10.5% | 減碼 |
| PDT Partners, LLC | 10,125 | $542.9 萬 | 0.31% | +991+10.8% | 加碼 |
| Louisiana State Employees Retirement System | 9,900 | $530.8 萬 | 0.10% | 00.0% | 不變 |
| Concentric Capital Strategies, LP | 9,720 | $521.2 萬 | 0.29% | +5,199+115.0% | 加碼 |
| Argent Capital Management LLC | 9,719 | $521.1 萬 | 0.15% | +6,017+162.5% | 加碼 |
| Teacher Retirement System of Texas | 9,670 | $518.5 萬 | 0.02% | −191−1.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 9,644 | $517.1 萬 | 0.02% | +562+6.2% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 9,434 | $505.9 萬 | 0.27% | −235−2.4% | 減碼 |
| EAM Global Investors LLC | 9,227 | $494.8 萬 | 1.28% | +9,227 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,043 | $484.9 萬 | 0.03% | +562+6.6% | 加碼 |
| Zurich Insurance Group Ltd | 8,861 | $475.1 萬 | 0.04% | +8,861 | 新進 |
| Diversify Wealth Management, LLC | 6,588 | $473.4 萬 | 0.29% | +1,059+19.2% | 加碼 |
| Horizon Investments, LLC | 8,734 | $468.3 萬 | 0.07% | +8,734 | 新進 |
| Virginia Retirement Systems Et Al | 8,723 | $467.7 萬 | 0.03% | −1,200−12.1% | 減碼 |
| California First Leasing Corp | 8,720 | $467.6 萬 | 1.94% | +860+10.9% | 加碼 |
| KLP Kapitalforvaltning AS | 8,700 | $466.5 萬 | 0.02% | +500+6.1% | 加碼 |
| Forge First Asset Management Inc. | 8,598 | $461.0 萬 | 1.67% | +8,598 | 新進 |
| Toroso Investments, LLC | 8,536 | $457.7 萬 | 0.03% | −785−8.4% | 減碼 |
| Pathstone Holdings, LLC | 8,518 | $456.8 萬 | 0.02% | −1,910−18.3% | 減碼 |
| Mackenzie Financial Corp | 8,513 | $456.5 萬 | 0.01% | +2,512+41.9% | 加碼 |
| State of Michigan Retirement System | 8,500 | $455.8 萬 | 0.02% | 00.0% | 不變 |
| Cardinal Point Capital Management, ULC | 8,450 | $453.1 萬 | 0.36% | +8,450 | 新進 |
| Anderson Hoagland & Co | 8,371 | $448.9 萬 | 0.43% | −263−3.0% | 減碼 |
| Cim, LLC | 8,359 | $448.2 萬 | 0.60% | +3,203+62.1% | 加碼 |
| HighTower Advisors, LLC | 8,349 | $447.7 萬 | 0.01% | +357+4.5% | 加碼 |
| Advisor Group Holdings, Inc. | 8,373 | $446.8 萬 | 0.01% | −722−7.9% | 減碼 |
| Los Angeles Capital Management LLC | 8,332 | $446.8 萬 | 0.02% | +113+1.4% | 加碼 |
| Thrivent Financial for Lutherans | 8,287 | $444.4 萬 | 0.01% | −32−0.4% | 減碼 |
| Bridges Investment Management Inc | 8,227 | $441.1 萬 | 0.06% | +1,058+14.8% | 加碼 |
| Prudential Financial Inc | 9,600 | $441.1 萬 | 0.01% | −3,048−24.1% | 減碼 |
| Ci Investments Inc. | 8,072 | $432.8 萬 | 0.02% | −104,863−92.9% | 減碼 |
| RFG Advisory, LLC | 8,050 | $431.7 萬 | 0.10% | +343+4.5% | 加碼 |
| Freedom Day Solutions, LLC | 7,988 | $428.3 萬 | 1.27% | −566−6.6% | 減碼 |
| Davidson Capital Management Inc. | 7,934 | $425.4 萬 | 1.02% | +751+10.5% | 加碼 |
| Engineers Gate Manager LP | 7,924 | $424.9 萬 | 0.05% | −17,949−69.4% | 減碼 |
| Kestra Investment Management, LLC | 9,806 | $422.8 萬 | 0.07% | +4,990+103.6% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 7,858 | $421.4 萬 | 0.06% | −30−0.4% | 減碼 |
| RE Advisers Corp | 7,788 | $417.6 萬 | 0.10% | −7,900−50.4% | 減碼 |
| Insight Wealth Strategies, LLC | 7,918 | $413.1 萬 | 0.52% | +86+1.1% | 加碼 |
| 4D Advisors, LLC | 7,500 | $402.2 萬 | 2.16% | −2,500−25.0% | 減碼 |
| New Mexico Educational Retirement Board | 7,400 | $396.8 萬 | 0.13% | 00.0% | 不變 |
| Xponance, Inc. | 7,281 | $390.4 萬 | 0.03% | −21−0.3% | 減碼 |
| Hedeker Wealth, LLC | 7,254 | $389.0 萬 | 0.91% | +7,254 | 新進 |
| Consolidated Planning Corp | 7,219 | $387.1 萬 | 0.49% | +807+12.6% | 加碼 |
| Oregon Public Employees Retirement Fund | 7,194 | $385.7 萬 | 0.07% | 00.0% | 不變 |
| MML Investors Services, LLC | 7,048 | $377.9 萬 | 0.01% | +98+1.4% | 加碼 |
| New Age Alpha Advisors, LLC | 6,971 | $373.8 萬 | 0.16% | −204−2.8% | 減碼 |
| Ameritas Investment Partners, Inc. | 6,834 | $366.4 萬 | 0.12% | −147−2.1% | 減碼 |
| Monument Capital Management | 6,767 | $362.9 萬 | 0.95% | +6,767 | 新進 |
| Nicholas Company, Inc. | 6,649 | $356.5 萬 | 0.06% | −5,055−43.2% | 減碼 |
| Penobscot Investment Management Company, Inc. | 6,608 | $354.3 萬 | 0.30% | +2,853+76.0% | 加碼 |
| Schwartz Investment Counsel Inc | 6,600 | $353.9 萬 | 0.12% | 00.0% | 不變 |
| Strategic Global Advisors, LLC | 6,487 | $347.8 萬 | 0.57% | +466+7.7% | 加碼 |
| Janney Montgomery Scott LLC | 6,432 | $344.9 萬 | 0.01% | +1,850+40.4% | 加碼 |
| LRT Capital Management, LLC | 6,426 | $344.6 萬 | 2.04% | −339−5.0% | 減碼 |
| Horizon Investment Services, LLC | 6,366 | $341.4 萬 | 1.50% | −594−8.5% | 減碼 |
| Prosperitas Financial LLC | 6,217 | $333.4 萬 | 1.57% | +6,217 | 新進 |
| CWA Asset Management Group, LLC | 6,212 | $333.1 萬 | 0.14% | +6,212 | 新進 |
| Oak Harvest Investment Services | 6,113 | $327.8 萬 | 0.41% | +6,113 | 新進 |
| Meritage Portfolio Management | 6,099 | $327.0 萬 | 0.21% | −280−4.4% | 減碼 |
| Independent Advisor Alliance | 5,863 | $314.4 萬 | 0.09% | +5,863 | 新進 |
| Secure Asset Management, LLC | 5,802 | $311.1 萬 | 0.58% | −577−9.0% | 減碼 |
| Graham Capital Management, L.P. | 5,791 | $310.5 萬 | 0.09% | +1,772+44.1% | 加碼 |
| Venture Visionary Partners LLC | 5,745 | $308.1 萬 | 0.12% | +5,745 | 新進 |
| Fiera Capital Corp | 5,669 | $304.0 萬 | 0.01% | −56−1.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 5,644 | $302.6 萬 | 0.00% | +112+2.0% | 加碼 |
| Canada Pension Plan Investment Board | 5,600 | $300.3 萬 | 0.00% | −26,200−82.4% | 減碼 |
| Night Squared LP | 5,598 | $300.2 萬 | 1.34% | +5,598 | 新進 |
| Illinois Municipal Retirement Fund | 5,565 | $298.4 萬 | 0.04% | +3,567+178.5% | 加碼 |
| Diversified Trust Co | 5,485 | $294.1 萬 | 0.07% | −26−0.5% | 減碼 |
| Captrust Financial Advisors | 5,436 | $291.5 萬 | 0.01% | +2,242+70.2% | 加碼 |
| Huntleigh Advisors, Inc. | 5,431 | $291.2 萬 | 0.56% | +5,431 | 新進 |
| Pictet Asset Management Holding SA | 5,241 | $281.0 萬 | 0.00% | −195−3.6% | 減碼 |
| Private Advisor Group, LLC | 5,183 | $277.9 萬 | 0.01% | +4,317+498.5% | 加碼 |
| Advisors Asset Management, Inc. | 5,155 | $276.4 萬 | 0.05% | +1,552+43.1% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 5,017 | $269.0 萬 | 0.34% | +809+19.2% | 加碼 |
| Shaker Investments LLC | 4,964 | $266.2 萬 | 1.09% | −1,106−18.2% | 減碼 |
| M&T Bank Corp | 4,831 | $259.1 萬 | 0.01% | −235−4.6% | 減碼 |
| ExodusPoint Capital Management, LP | 4,829 | $258.9 萬 | 0.03% | +2,220+85.1% | 加碼 |
| Allworth Financial LP | 4,823 | $258.6 萬 | 0.01% | +4,750+6,506.8% | 加碼 |
| WBI Investments | 4,702 | $252.1 萬 | 0.65% | +4,074+648.7% | 加碼 |
| Verition Fund Management LLC | 4,685 | $251.2 萬 | 0.01% | −2,817−37.5% | 減碼 |
| Meeder Asset Management Inc | 4,659 | $249.8 萬 | 0.15% | +4,638+22,085.7% | 加碼 |
| Penserra Capital Management LLC | 4,582 | $245.6 萬 | 0.03% | +4,582 | 新進 |
| Kestra Advisory Services, LLC | 4,479 | $240.2 萬 | 0.01% | +581+14.9% | 加碼 |
| Ritholtz Wealth Management | 4,470 | $239.7 萬 | 0.05% | +40+0.9% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 4,391 | $235.4 萬 | 0.02% | −30−0.7% | 減碼 |
| Commonwealth Equity Services, LLC | 4,344 | $232.9 萬 | 0.00% | +433+11.1% | 加碼 |
| Merit Financial Group, LLC | 4,343 | $232.9 萬 | 0.03% | +1,701+64.4% | 加碼 |
| Quantinno Capital Management LP | 4,240 | $227.4 萬 | 0.01% | +655+18.3% | 加碼 |
| Vontobel Holding Ltd. | 4,174 | $223.8 萬 | 0.01% | +4,174 | 新進 |
| JustInvest LLC | 4,151 | $222.6 萬 | 0.03% | +665+19.1% | 加碼 |
| Advisory Services Network, LLC | 3,162 | $222.4 萬 | 0.04% | +1,161+58.0% | 加碼 |
| Oppenheimer Asset Management Inc. | 4,049 | $217.1 萬 | 0.02% | +61+1.5% | 加碼 |
| Capital Insight Partners, LLC | 4,012 | $215.1 萬 | 0.37% | +4,012 | 新進 |
| Hunter Associates Investment Management LLC | 4,007 | $214.9 萬 | 0.32% | −3,049−43.2% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 3,960 | $212.3 萬 | 0.01% | +1,300+48.9% | 加碼 |
| State of Alaska, Department of Revenue | 3,950 | $211.8 萬 | 0.02% | −210−5.0% | 減碼 |
| Lifestyle Asset Management, Inc. | 3,876 | $207.8 萬 | 0.97% | +2,940+314.1% | 加碼 |