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 |
|---|---|---|---|---|---|
| US Bancorp | 3,808 | $204.2 萬 | 0.00% | −76−2.0% | 減碼 |
| Quadrant Capital Group LLC | 3,759 | $201.6 萬 | 0.07% | +125+3.4% | 加碼 |
| Walleye Capital LLC | 3,697 | $198.2 萬 | 0.02% | +3,697 | 新進 |
| New York Life Investment Management LLC | 3,679 | $197.3 萬 | 0.02% | −89−2.4% | 減碼 |
| Alliance Wealth Advisors, LLC | 3,643 | $195.4 萬 | 0.48% | +2+0.1% | 加碼 |
| Jackson Creek Investment Advisors LLC | 3,638 | $195.1 萬 | 0.53% | −676−15.7% | 減碼 |
| Integrated Wealth Concepts LLC | 3,634 | $194.9 萬 | 0.02% | +1,851+103.8% | 加碼 |
| Colony Group, LLC | 3,589 | $192.4 萬 | 0.00% | +1,289+56.0% | 加碼 |
| Buckingham Strategic Partners | 3,557 | $190.7 萬 | 0.03% | +1,898+114.4% | 加碼 |
| Yorktown Management & Research Co Inc | 3,500 | $187.7 萬 | 1.79% | −400−10.3% | 減碼 |
| Walleye Trading LLC | 3,378 | $181.1 萬 | 0.04% | +3,378 | 新進 |
| Bosman Wealth Management, LLC | 3,342 | $179.2 萬 | 1.59% | −5,867−63.7% | 減碼 |
| Steel Peak Wealth Management LLC | 3,275 | $175.6 萬 | 0.07% | +775+31.0% | 加碼 |
| Quest Partners LLC | 3,237 | $173.6 萬 | 0.17% | +1,885+139.4% | 加碼 |
| Crossmark Global Holdings, Inc. | 3,185 | $170.8 萬 | 0.03% | +176+5.8% | 加碼 |
| Mercer Global Advisors Inc | 3,179 | $170.5 萬 | 0.00% | +1,629+105.1% | 加碼 |
| Atria Investments LLC | 3,118 | $167.2 萬 | 0.02% | +226+7.8% | 加碼 |
| Pacer Advisors, Inc. | 3,113 | $166.9 萬 | 0.00% | −237−7.1% | 減碼 |
| Catalyst Funds Management Pty Ltd | 3,100 | $166.2 萬 | 0.46% | −2,625−45.9% | 減碼 |
| XTX Topco Ltd | 3,048 | $163.4 萬 | 0.07% | +1,499+96.8% | 加碼 |
| Johnson Investment Counsel Inc | 3,043 | $163.2 萬 | 0.01% | −1,449−32.3% | 減碼 |
| Thompson Davis & Co., Inc. | 3,025 | $162.2 萬 | 1.11% | +1,351+80.7% | 加碼 |
| Moody National Bank Trust Division | 2,996 | $160.6 萬 | 0.15% | +250+9.1% | 加碼 |
| Optimum Investment Advisors | 2,988 | $160.2 萬 | 0.70% | +25+0.8% | 加碼 |
| Essential Partners LLC | 2,930 | $157.1 萬 | 0.63% | +2,930 | 新進 |
| SG Americas Securities, LLC | 2,841 | $152.3 萬 | 0.01% | −3,784−57.1% | 減碼 |
| Virtus ETF Advisers LLC | 2,814 | $150.9 萬 | 0.92% | 00.0% | 不變 |
| GWM Advisors LLC | 2,802 | $150.3 萬 | 0.01% | −610−17.9% | 減碼 |
| Blackhawk Capital Partners LLC. | 2,797 | $150.0 萬 | 0.69% | +394+16.4% | 加碼 |
| Hancock Whitney Corp | 2,790 | $149.6 萬 | 0.03% | +2,790 | 新進 |
| Hilltop Holdings Inc. | 2,759 | $147.9 萬 | 0.09% | +2,061+295.3% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 2,758 | $147.9 萬 | 0.06% | +610+28.4% | 加碼 |
| Level Four Advisory Services, LLC | 2,754 | $147.7 萬 | 0.05% | −2,886−51.2% | 減碼 |
| DnB Asset Management AS | 2,699 | $144.7 萬 | 0.01% | +1,520+128.9% | 加碼 |
| Securian Asset Management, Inc | 2,682 | $143.8 萬 | 0.04% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,616 | $140.3 萬 | 0.05% | +3+0.1% | 加碼 |
| STRS Ohio | 2,602 | $139.5 萬 | 0.01% | +66+2.6% | 加碼 |
| Jennison Associates LLC | 2,535 | $135.9 萬 | 0.00% | −140,224−98.2% | 減碼 |
| Diversify Advisory Services, LLC | 1,888 | $135.6 萬 | 0.05% | +354+23.1% | 加碼 |
| Skye Global Management LP | 2,520 | $135.1 萬 | 0.03% | −2,520−50.0% | 減碼 |
| Sanctuary Advisors, LLC | 2,499 | $134.0 萬 | 0.01% | +516+26.0% | 加碼 |
| Federation des caisses Desjardins du Quebec | 2,468 | $132.5 萬 | 0.01% | 00.0% | 不變 |
| Brighton Jones LLC | 2,454 | $131.6 萬 | 0.04% | +2,454 | 新進 |
| Saturna Capital CORP | 2,451 | $131.5 萬 | 0.02% | 00.0% | 不變 |
| Laurus Investment Counsel Inc. | 2,440 | $130.8 萬 | 0.85% | −1,320−35.1% | 減碼 |
| Applied Capital LLC | 2,431 | $130.4 萬 | 0.97% | +2,431 | 新進 |
| Azzad Asset Management Inc | 2,425 | $130.0 萬 | 0.14% | +6+0.2% | 加碼 |
| North Star Investment Management Corp. | 2,400 | $128.7 萬 | 0.09% | −500−17.2% | 減碼 |
| Change Path, LLC | 2,389 | $128.1 萬 | 0.03% | +96+4.2% | 加碼 |
| Wolverine Trading, LLC | 2,375 | $127.1 萬 | 0.03% | −1,580−39.9% | 減碼 |
| Evergreen Capital Management LLC | 2,346 | $125.8 萬 | 0.04% | +177+8.2% | 加碼 |
| Strategic Wealth Partners, Ltd. | 2,321 | $124.5 萬 | 0.10% | +2,321 | 新進 |
| Callan Family Office, LLC | 2,264 | $121.4 萬 | 0.04% | +1,522+205.1% | 加碼 |
| Cypress Advisory Group LLC | 2,240 | $120.1 萬 | 0.93% | +1,190+113.3% | 加碼 |
| Aquatic Capital Management LLC | 2,223 | $119.2 萬 | 0.02% | −25,868−92.1% | 減碼 |
| Silver Oak Securities, Inc | 2,134 | $114.4 萬 | 0.10% | −72−3.3% | 減碼 |
| L2 Asset Management, LLC | 2,134 | $114.4 萬 | 0.19% | +299+16.3% | 加碼 |
| Pier Capital, LLC | 2,132 | $114.3 萬 | 0.17% | −56−2.6% | 減碼 |
| Locust Wood Capital Advisers, LLC | 2,130 | $114.2 萬 | 0.03% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 2,105 | $112.9 萬 | 0.07% | −33−1.5% | 減碼 |
| Integrated Quantitative Investments LLC | 2,084 | $111.7 萬 | 0.33% | +2,084 | 新進 |
| Norden Group LLC | 2,066 | $110.8 萬 | 0.12% | −394−16.0% | 減碼 |
| Mirabella Financial Services LLP | 2,060 | $110.5 萬 | 0.12% | +2,060 | 新進 |
| Mach-1 Financial Group, Inc. | 2,054 | $110.1 萬 | 0.32% | −45−2.1% | 減碼 |
| Dynamic Advisor Solutions LLC | 2,053 | $110.1 萬 | 0.03% | +13+0.6% | 加碼 |
| Daiwa Securities Group Inc. | 2,050 | $109.9 萬 | 0.00% | −3,920−65.7% | 減碼 |
| Monimus Capital Management, LP | 2,015 | $108.0 萬 | 0.87% | −4,587−69.5% | 減碼 |
| Avantax Advisory Services, Inc. | 2,010 | $107.8 萬 | 0.01% | +512+34.2% | 加碼 |
| Moors & Cabot, Inc. | 2,003 | $107.4 萬 | 0.05% | +344+20.7% | 加碼 |
| Copeland Capital Management, LLC | 1,998 | $107.1 萬 | 0.02% | +1,191+147.6% | 加碼 |
| Coldstream Capital Management Inc | 1,945 | $104.3 萬 | 0.02% | −13−0.7% | 減碼 |
| Venturi Wealth Management, LLC | 1,935 | $103.8 萬 | 0.05% | −440−18.5% | 減碼 |
| Alps Advisors Inc | 1,932 | $103.6 萬 | 0.01% | +893+85.9% | 加碼 |
| Cornerstone Investment Partners, LLC | 1,910 | $102.4 萬 | 0.05% | −2−0.1% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 1,903 | $102.0 萬 | 0.23% | +809+73.9% | 加碼 |
| Lecap Asset Management Ltd | 1,874 | $100.5 萬 | 0.36% | +1,074+134.3% | 加碼 |
| Linden Thomas Advisory Services, LLC | 1,864 | $99.9 萬 | 0.11% | −617−24.9% | 減碼 |
| Utah Retirement Systems | 1,839 | $98.6 萬 | 0.01% | −61−3.2% | 減碼 |
| Warren Averett Asset Management, LLC | 1,827 | $98.0 萬 | 0.01% | +270+17.3% | 加碼 |
| Kane Investment Management, Inc. | 1,805 | $96.8 萬 | 0.51% | −408−18.4% | 減碼 |
| Steward Partners Investment Advisory, LLC | 1,802 | $96.6 萬 | 0.01% | −454−20.1% | 減碼 |
| Sierra Summit Advisors LLC | 1,798 | $96.4 萬 | 0.17% | −4−0.2% | 減碼 |
| Cynosure Management, LLC | 1,778 | $95.3 萬 | 0.11% | −220−11.0% | 減碼 |
| Encompass More Asset Management | 1,772 | $95.0 萬 | 0.22% | −328−15.6% | 減碼 |
| Strid Group, LLC | 1,771 | $95.0 萬 | 0.13% | +925+109.3% | 加碼 |
| Fifth Third Bancorp | 1,739 | $93.2 萬 | 0.00% | +34+2.0% | 加碼 |
| Guggenheim Capital LLC | 1,730 | $92.8 萬 | 0.01% | −145−7.7% | 減碼 |
| Sequoia Financial Advisors, LLC | 1,691 | $90.7 萬 | 0.01% | +260+18.2% | 加碼 |
| CWM Advisors, LLC | 1,665 | $89.3 萬 | 0.10% | −495−22.9% | 減碼 |
| CI Private Wealth, LLC | 1,658 | $88.9 萬 | 0.00% | +398+31.6% | 加碼 |
| Illumine Investment Management, LLC | 1,657 | $88.9 萬 | 0.71% | +12+0.7% | 加碼 |
| Evoke Wealth, LLC | 1,657 | $88.8 萬 | 0.02% | +636+62.3% | 加碼 |
| Kestra Private Wealth Services, LLC | 1,652 | $88.6 萬 | 0.01% | +229+16.1% | 加碼 |
| Maryland State Retirement & Pension System | 1,643 | $88.1 萬 | 0.02% | 00.0% | 不變 |
| Sowell Financial Services LLC | 1,630 | $87.4 萬 | 0.04% | −218−11.8% | 減碼 |
| Ifrah Financial Services, Inc. | 1,629 | $87.3 萬 | 0.24% | −182−10.0% | 減碼 |
| Marietta Investment Partners LLC | 1,609 | $86.3 萬 | 0.19% | +1,609 | 新進 |
| X-Square Capital, LLC | 1,600 | $85.8 萬 | 0.31% | 00.0% | 不變 |
| Omers Administration Corp | 1,600 | $85.8 萬 | 0.01% | +1,600 | 新進 |
| Regions Financial Corp | 1,597 | $85.6 萬 | 0.01% | −86−5.1% | 減碼 |