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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 3 季與 2025 年第 2 季比較

持有 Comfort Systems USA Inc 的機構從 2025 年第 2 季到 2025 年第 3 季的變化。

2025 年第 3 季全部持有人2025 年第 2 季全部持有人

FIX 的 13F 持有人:2025 年第 2 季與 2025 年第 3 季比較
項目2025 年第 2 季其中尚未申報 2025 年第 3 季2025 年第 3 季變化
持有家數7556888+139
股數3,384 萬50.5 萬3,333 萬−2,910 (0.0%)
市值$181.4 億$2.71 億$274.5 億+$95.8 億 (+53.6%)

6 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(211 家)

2025 年第 3 季季末持有 Comfort Systems USA Inc、2025 年第 2 季季末沒有持有的機構。

依市值列出前 100 家,共 211 家。

2025 年第 3 季新進 FIX 的機構
機構股數市值佔組合 %
AMF Pensionsforsakring AB324,974$2.68 億1.70%
Castle Hook Partners LP278,932$2.30 億3.48%
Bain Capital Public Equity Management II, LLC121,581$1.00 億4.69%
Value Aligned Research Advisors, LLC54,715$4,515 萬1.04%
AXA Investment Managers S.A.52,718$4,350 萬0.12%
Kayne Anderson Rudnick Investment Management LLC50,417$4,160 萬0.10%
Point72 Asset Management, L.P.34,884$2,879 萬0.06%
Credit Agricole S A28,873$2,383 萬0.08%
Scalar Gauge Management, LLC16,000$1,320 萬6.73%
Cubist Systematic Strategies, LLC13,285$1,096 萬0.15%
LMR Partners LLP11,635$960.1 萬0.12%
Premier Fund Managers Ltd11,120$892.1 萬0.37%
Kornitzer Capital Management Inc10,600$874.7 萬0.18%
JGP Wealth Management, LLC9,257$771.1 萬0.85%
Thames Capital Management LLC9,273$765.2 萬1.10%
Dorsey Wright & Associates7,946$655.7 萬1.47%
SummitTX Capital, L.P.7,577$625.2 萬0.26%
New Millennium Group LLC7,303$602.6 萬2.75%
Banco Santander, S.A.6,853$565.5 萬0.05%
Bain Capital Public Equity, LP6,536$539.3 萬3.42%
Point72 (DIFC) Ltd6,320$521.5 萬0.36%
Point72 Asia (Singapore) Pte. Ltd.5,726$472.5 萬0.73%
Rockefeller Capital Management L.P.5,691$469.7 萬0.01%
Twin Tree Management, LP5,472$451.5 萬0.21%
U.S. Capital Wealth Advisors, LLC4,925$406.4 萬0.11%
Estate Counselors, LLC4,918$405.8 萬0.35%
Quantessence Capital LLC4,863$401.3 萬1.27%
VestGen Advisors, LLC4,522$373.1 萬0.12%
SIR Capital Management, L.P.4,400$363.1 萬0.33%
Aventail Capital Group, LP4,114$339.5 萬0.16%
Union Bancaire Privee, UBP SA4,812$308.7 萬0.06%
Voloridge Investment Management, LLC3,706$305.8 萬0.01%
Park Avenue Securities LLC3,619$298.6 萬0.02%
Krilogy Financial LLC2,954$291.8 萬0.11%
Squarepoint Ops LLC3,370$278.1 萬0.01%
TD Asset Management Inc3,044$251.2 萬0.00%
Triasima Portfolio Management inc.2,899$239.2 萬0.36%
HRT Financial LP2,695$222.3 萬0.01%
Benchmark Investment Advisors LLC2,565$211.6 萬1.23%
Robeco Institutional Asset Management B.V.2,436$201.0 萬0.00%
AIA Group Ltd2,401$198.1 萬0.04%
Manchester Financial Inc2,171$179.1 萬0.36%
Arrowpoint Investment Partners (Singapore) Pte. Ltd.2,137$176.3 萬2.58%
Calamos Advisors LLC1,851$152.7 萬0.01%
Prakash Investment Advisors LLC1,800$148.5 萬1.06%
NWK Group, Inc.1,779$146.8 萬0.50%
Private Advisory Group LLC1,703$140.5 萬0.12%
FNY Investment Advisers, LLC1,675$138.2 萬0.45%
Segment Wealth Management, LLC1,546$127.6 萬0.08%
United Capital Management of KS, Inc.1,500$123.8 萬0.17%
Requisite Capital Management, LLC1,411$116.4 萬0.20%
Point72 Hong Kong Ltd1,400$115.5 萬0.05%
Strategic Blueprint, LLC1,319$108.8 萬0.05%
Jump Financial, LLC1,216$100.3 萬0.01%
Hanlon Investment Management, Inc.1,158$95.6 萬0.57%
Bayesian Capital Management, LP1,141$94.2 萬0.19%
O'Neil Global Advisors, Inc.1,053$86.9 萬0.16%
JT Stratford LLC1,049$86.6 萬0.12%
Centiva Capital, LP1,013$83.6 萬0.08%
Caerus Investment Advisors, LLC929$76.7 萬0.31%
Three Seasons Wealth, LLC917$75.7 萬0.08%
Hollencrest Capital Management891$73.5 萬0.03%
Scientech Research LLC891$73.5 萬0.26%
Point72 Europe (London) LLP835$68.9 萬0.04%
CTC Alternative Strategies, Ltd.811$66.9 萬1.12%
Landscape Capital Management, L.L.C.781$64.4 萬0.04%
Summit Trail Advisors, LLC758$62.5 萬0.01%
West Michigan Advisors, LLC758$62.5 萬0.15%
Chase Investment Counsel Corp755$62.3 萬0.18%
Jackson Thornton Asset Management, LLC726$61.3 萬0.06%
Vestmark Advisory Solutions, Inc.716$59.1 萬0.01%
Ossiam711$58.7 萬0.01%
Transamerica Financial Advisors, Inc.666$54.9 萬0.05%
Perigon Wealth Management, LLC621$51.2 萬0.01%
Delta Investment Management, LLC605$49.9 萬0.09%
Spirepoint Private Client, LLC595$49.1 萬0.05%
Voleon Capital Management LP571$47.1 萬0.01%
Summit Wealth Group LLC2,721$46.4 萬0.06%
Liberty One Investment Management, LLC561$46.3 萬0.03%
Machina Capital S.A.S.554$45.7 萬0.08%
Snowden Capital Advisors LLC539$44.5 萬0.01%
Brown Miller Wealth Management, LLC526$43.4 萬0.12%
Axxcess Wealth Management, LLC526$43.4 萬0.01%
Candriam Luxembourg S.C.A.522$43.1 萬0.00%
Ipswich Investment Management Co., Inc.519$42.8 萬0.10%
Fulton Bank, N.A.505$41.7 萬0.01%
Aigen Investment Management, LP502$41.4 萬0.06%
Semanteon Capital Management, LP492$40.6 萬0.51%
CAPROCK Group, Inc.566$39.8 萬0.01%
Roundview Capital LLC472$38.9 萬0.02%
Baader Bank INC759$38.7 萬0.03%
EntryPoint Capital, LLC460$38.0 萬0.15%
Optimist Retirement Group LLC454$37.5 萬0.17%
Lido Advisors, LLC452$37.3 萬0.00%
Modern Wealth Management, LLC434$35.8 萬0.01%
Armis Advisers, LLC352$34.4 萬0.03%
Essex Financial Services, Inc.411$33.9 萬0.02%
Dynasty Wealth Management, LLC404$33.4 萬0.00%
Jag Capital Management, LLC386$31.9 萬0.03%
Fisher Asset Management, LLC383$31.6 萬0.00%

清倉機構(72 家)

2025 年第 2 季季末持有 Comfort Systems USA Inc、2025 年第 3 季有申報但已經沒有持有的機構。

2025 年第 3 季清倉 FIX 的機構
機構2025 年第 2 季股數2025 年第 2 季市值
AXA S.A.56,700$3,040 萬
Balyasny Asset Management LLC34,682$1,860 萬
Jain Global LLC34,276$1,838 萬
Distillate Capital Partners LLC29,974$1,607 萬
Twinbeech Capital LP14,535$779.4 萬
Moore Capital Management, LP12,372$663.4 萬
Worldquant Millennium Advisors LLC10,509$563.5 萬
EAM Global Investors LLC9,227$494.8 萬
CWA Asset Management Group, LLC6,212$333.1 萬
Night Squared LP5,598$300.2 萬
WBI Investments4,702$252.1 萬
XTX Topco Ltd3,048$163.4 萬
Johnson Investment Counsel Inc3,043$163.2 萬
Laurus Investment Counsel Inc.2,440$130.8 萬
Aquatic Capital Management LLC2,223$119.2 萬
Mirabella Financial Services LLP2,060$110.5 萬
Mach-1 Financial Group, Inc.2,054$110.1 萬
Dynamic Advisor Solutions LLC2,053$110.1 萬
Monimus Capital Management, LP2,015$108.0 萬
Aster Capital Management (DIFC) Ltd1,903$102.0 萬
Sierra Summit Advisors LLC1,798$96.4 萬
Cynosure Management, LLC1,778$95.3 萬
CWM Advisors, LLC1,665$89.3 萬
Omers Administration Corp1,600$85.8 萬
Quadrature Capital Ltd1,511$81.0 萬
Nebula Research & Development LLC1,434$76.9 萬
Perbak Capital Partners LLP1,125$60.3 萬
Maridea Wealth Management LLC1,067$57.2 萬
Winton Group Ltd1,057$56.7 萬
Eqis Capital Management, Inc.906$48.6 萬
CenterBook Partners LP882$47.3 萬
Quantitative Investment Management, LLC817$43.8 萬
Edmond de Rothschild Holding S.A.800$42.9 萬
Polymer Capital Management (US) LLC795$42.6 萬
Counterpoint Mutual Funds LLC788$42.3 萬
TownSquare Capital, LLC699$37.5 萬
Vinva Investment Management Ltd448$36.7 萬
Arcus Capital Partners, LLC680$36.5 萬
Dynamic Technology Lab Private Ltd674$36.1 萬
Dakota Wealth Management646$34.6 萬
Harvest Investment Services, LLC597$32.0 萬
MQS Management LLC577$30.9 萬
Lombard Odier Asset Management (USA) Corp573$30.7 萬
Gsa Capital Partners LLP549$29.4 萬
Maple Capital Management, Inc.546$29.3 萬
Readystate Asset Management LP542$29.1 萬
Farringdon Capital, Ltd.388$20.8 萬
Erste Asset Management GmbH372$19.9 萬
Thurston, Springer, Miller, Herd & Titak, Inc.246$13.2 萬
Maseco LLP119$6.40 萬
Headlands Technologies LLC111$5.95 萬
V-Square Quantitative Management LLC108$5.79 萬
Ameritas Advisory Services, LLC51$2.73 萬
CarsonAllaria Wealth Management, Ltd.50$2.68 萬
Park Square Financial Group, LLC40$2.14 萬
Central Pacific Bank - Trust Division35$1.88 萬
Twin Peaks Wealth Advisors, LLC25$1.80 萬
Harbor Investment Advisory, LLC30$1.61 萬
Ridgewood Investments LLC22$1.18 萬
NewSquare Capital LLC19$1.02 萬
Riggs Asset Managment Co. Inc.11$5,817
Caitong International Asset Management Co., Ltd9$4,826
Center for Financial Planning, Inc.5$2,682
WealthTrak Capital Management LLC5$2,682
Arlington Trust Co LLC4$2,145
HHM Wealth Advisors, LLC3$1,609
Geneos Wealth Management Inc.3$1,609
Stephens Consulting, LLC2$1,073
Proathlete Wealth Management LLC2$1,072
Trifecta Capital Advisors, LLC1$537
SWAN Capital LLC1$536
Kiker Wealth Management, LLC0$4

尚未申報 2025 年第 3 季的機構(6 家)

2025 年第 2 季季末持有 Comfort Systems USA Inc、還沒有申報 2025 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 2 季持有 FIX、尚未申報 2025 年第 3 季的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Norges Bank479,287$2.57 億
Congress Wealth Management LLC23,080$1,238 萬
Avantax Advisory Services, Inc.2,010$107.8 萬
EP Wealth Advisors, LLC579$31.1 萬
First Horizon Advisors, Inc.21$1.13 萬
Parkworth Wealth Management, Inc.3$1,609