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 4 季 13F 持有人
Comfort Systems USA Inc 在 2025/12/31 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
- 1,043
- 較 2025 年第 3 季 +178 家
- 持有股數
- 3,330 萬
- 較 2025 年第 3 季 +6.72 萬 (+0.2%)
- 總市值
- $310.9 億
- 較 2025 年第 3 季 +$37.2 億 (+13.6%)
- 新進機構
- 260
- 另有 353 家加碼
- 清倉機構
- 82
- 另有 338 家減碼
另有 23 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Systematic Financial Management LP | 49,050 | $4,578 萬 | 1.08% | −15,434−23.9% | 減碼 |
| E. Ohman J:or Asset Management AB | 48,559 | $4,532 萬 | 1.06% | +210.0% | 加碼 |
| National Pension Service | 47,044 | $4,391 萬 | 0.03% | +47,044 | 新進 |
| Merewether Investment Management, LP | 46,349 | $4,326 萬 | 0.99% | +42,180+1,011.8% | 加碼 |
| Nomura Asset Management International Inc. | 45,060 | $4,205 萬 | 0.06% | +45,060 | 新進 |
| Teacher Retirement System of Texas | 43,563 | $4,066 萬 | 0.14% | +34,336+372.1% | 加碼 |
| Cerity Partners LLC | 41,391 | $3,863 萬 | 0.06% | +8,377+25.4% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 40,823 | $3,810 萬 | 0.10% | −9,594−19.0% | 減碼 |
| Driehaus Capital Management LLC | 40,482 | $3,778 萬 | 0.26% | −10,112−20.0% | 減碼 |
| Renaissance Group LLC | 38,796 | $3,621 萬 | 1.45% | −13,908−26.4% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 37,369 | $3,489 萬 | 0.04% | +37,005+10,166.2% | 加碼 |
| Asset Management One Co.,Ltd. | 35,880 | $3,395 萬 | 0.09% | +22,269+163.6% | 加碼 |
| CIBC World Markets Inc. | 36,089 | $3,368 萬 | 0.06% | +6,589+22.3% | 加碼 |
| Bank of Montreal | 36,017 | $3,361 萬 | 0.01% | +21,116+141.7% | 加碼 |
| Macquarie Group Ltd | 35,685 | $3,330 萬 | 0.15% | −7,254−16.9% | 減碼 |
| Panagora Asset Management Inc | 35,315 | $3,296 萬 | 0.12% | +2,892+8.9% | 加碼 |
| State Board of Administration of Florida Retirement System | 34,043 | $3,177 萬 | 0.06% | +728+2.2% | 加碼 |
| New York State Common Retirement Fund | 33,694 | $3,145 萬 | 0.04% | −248−0.7% | 減碼 |
| BWCP, LP | 33,610 | $3,137 萬 | 5.20% | −6,160−15.5% | 減碼 |
| Man Group plc | 33,324 | $3,110 萬 | 0.06% | +14,485+76.9% | 加碼 |
| Credit Agricole S A | 33,116 | $3,091 萬 | 0.09% | +4,243+14.7% | 加碼 |
| Robeco Schweiz AG | 32,675 | $3,050 萬 | 0.68% | −36,525−52.8% | 減碼 |
| Mariner, LLC | 32,016 | $2,991 萬 | 0.04% | +14,345+81.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 31,217 | $2,913 萬 | 0.15% | +10,742+52.5% | 加碼 |
| CWM, LLC | 30,320 | $2,830 萬 | 0.08% | +4,789+18.8% | 加碼 |
| Waratah Capital Advisors Ltd. | 30,161 | $2,815 萬 | 2.14% | +3,309+12.3% | 加碼 |
| Bessemer Group Inc | 29,958 | $2,796 萬 | 0.04% | +299+1.0% | 加碼 |
| New York State Teachers Retirement System | 29,865 | $2,787 萬 | 0.05% | −2,476−7.7% | 減碼 |
| Danske Bank A/S | 29,801 | $2,781 萬 | 0.06% | +5,266+21.5% | 加碼 |
| Ensign Peak Advisors, Inc | 29,579 | $2,761 萬 | 0.05% | +21,410+262.1% | 加碼 |
| Jefferies Financial Group Inc. | 29,124 | $2,718 萬 | 0.22% | +22,452+336.5% | 加碼 |
| Aviva PLC | 28,773 | $2,685 萬 | 0.05% | +28,134+4,402.8% | 加碼 |
| Cetera Investment Advisers | 28,456 | $2,656 萬 | 0.03% | +119+0.4% | 加碼 |
| Moran Wealth Management, LLC | 28,357 | $2,647 萬 | 0.81% | +7,192+34.0% | 加碼 |
| Candriam Luxembourg S.C.A. | 28,286 | $2,640 萬 | 0.13% | +27,764+5,318.8% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27,601 | $2,582 萬 | 0.04% | −1,222−4.2% | 減碼 |
| Advisor Group Holdings, Inc. | 27,391 | $2,557 萬 | 0.04% | +26+0.1% | 加碼 |
| Fred Alger Management, LLC | 27,228 | $2,541 萬 | 0.10% | −6,878−20.2% | 減碼 |
| Creative Planning | 26,386 | $2,463 萬 | 0.02% | +4,872+22.6% | 加碼 |
| Citigroup Inc | 26,248 | $2,450 萬 | 0.02% | +12,174+86.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 26,222 | $2,447 萬 | 0.02% | +450+1.7% | 加碼 |
| Korea Investment CORP | 26,156 | $2,441 萬 | 0.05% | +26,156 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 26,103 | $2,436 萬 | 0.06% | +12,566+92.8% | 加碼 |
| Granahan Investment Management Inc | 26,035 | $2,430 萬 | 1.04% | −66,737−71.9% | 減碼 |
| Stifel Financial Corp | 25,677 | $2,396 萬 | 0.02% | −1,230−4.6% | 減碼 |
| Polar Capital Holdings Plc | 25,225 | $2,354 萬 | 0.11% | +25,225 | 新進 |
| Truist Financial Corp | 25,126 | $2,345 萬 | 0.03% | −7,431−22.8% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 24,800 | $2,315 萬 | 0.04% | +24,800 | 新進 |
| Pictet Asset Management Holding SA | 24,708 | $2,306 萬 | 0.02% | +19,785+401.9% | 加碼 |
| National Bank of Canada | 23,700 | $2,212 萬 | 0.02% | +22,781+2,478.9% | 加碼 |
| Colony Group, LLC | 23,536 | $2,197 萬 | 0.03% | +18,205+341.5% | 加碼 |
| Munro Partners | 23,434 | $2,187 萬 | 0.61% | −3,820−14.0% | 減碼 |
| State of Wisconsin Investment Board | 23,111 | $2,157 萬 | 0.05% | +13,747+146.8% | 加碼 |
| Lighthouse Investment Partners, LLC | 21,998 | $2,053 萬 | 0.68% | +21,998 | 新進 |
| Jain Global LLC | 21,911 | $2,045 萬 | 0.20% | +21,911 | 新進 |
| T. Rowe Price Investment Management, Inc. | 21,734 | $2,029 萬 | 0.01% | −12,822−37.1% | 減碼 |
| Wellington Management Group LLP | 21,602 | $2,016 萬 | 0.00% | −2,723−11.2% | 減碼 |
| Hiddenite Capital Partners LP | 21,200 | $1,979 萬 | 10.21% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 18,706 | $1,937 萬 | 0.03% | +3,429+22.4% | 加碼 |
| Toronto Dominion Bank | 20,571 | $1,920 萬 | 0.03% | +20,554+120,905.9% | 加碼 |
| Verition Fund Management LLC | 20,544 | $1,917 萬 | 0.10% | +8,696+73.4% | 加碼 |
| Summit Partners Public Asset Management, LLC | 20,000 | $1,867 萬 | 0.53% | −20,000−50.0% | 減碼 |
| Prudential Financial Inc | 19,901 | $1,857 萬 | 0.02% | +13,008+188.7% | 加碼 |
| PFA Pension, Forsikringsaktieselskab | 19,594 | $1,855 萬 | 0.05% | +19,594 | 新進 |
| Trexquant Investment LP | 19,779 | $1,846 萬 | 0.16% | −2,936−12.9% | 減碼 |
| Susquehanna International Group, LLP | 19,469 | $1,817 萬 | 0.02% | −3,847−16.5% | 減碼 |
| Pallas Capital Advisors LLC | 19,304 | $1,802 萬 | 0.59% | −1,301−6.3% | 減碼 |
| Navellier & Associates Inc | 19,268 | $1,798 萬 | 2.02% | +196+1.0% | 加碼 |
| Strategic Planning Group, LLC | 18,626 | $1,738 萬 | 2.24% | −408−2.1% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 17,845 | $1,665 萬 | 0.04% | +17,845 | 新進 |
| Toroso Investments, LLC | 16,750 | $1,563 萬 | 0.07% | +6,997+71.7% | 加碼 |
| Horizon Investments, LLC | 16,689 | $1,558 萬 | 0.20% | +2,982+21.8% | 加碼 |
| Canada Pension Plan Investment Board | 16,640 | $1,553 萬 | 0.01% | +3,040+22.4% | 加碼 |
| Peterson Wealth Services | 16,447 | $1,535 萬 | 3.93% | −43,884−72.7% | 減碼 |
| Crown Advisors Management, Inc. | 16,000 | $1,493 萬 | 9.82% | −2,000−11.1% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 15,770 | $1,473 萬 | 0.06% | +12,010+319.4% | 加碼 |
| Swedbank AB | 15,672 | $1,463 萬 | 0.01% | +15,672 | 新進 |
| Great West Life Assurance Co | 15,674 | $1,462 萬 | 0.03% | −11,065−41.4% | 減碼 |
| State of Tennessee, Treasury Department | 12,444 | $1,421 萬 | 0.05% | −2,601−17.3% | 減碼 |
| Mercer Global Advisors Inc | 15,057 | $1,405 萬 | 0.02% | +8,180+118.9% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 14,786 | $1,380 萬 | 0.11% | −600−3.9% | 減碼 |
| Neumeier Poma Investment Counsel LLC | 14,601 | $1,363 萬 | 1.13% | −31,007−68.0% | 減碼 |
| Treasurer of the State of North Carolina | 14,575 | $1,360 萬 | 0.04% | −1,069−6.8% | 減碼 |
| Mediolanum International Funds Ltd | 14,212 | $1,346 萬 | 0.13% | +14,212 | 新進 |
| Public Employees Retirement System of Ohio | 14,357 | $1,340 萬 | 0.04% | −522−3.5% | 減碼 |
| KLP Kapitalforvaltning AS | 14,220 | $1,327 萬 | 0.05% | +5,320+59.8% | 加碼 |
| Captrust Financial Advisors | 14,076 | $1,314 萬 | 0.02% | +7,675+119.9% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,800 | $1,288 萬 | 0.10% | +13,800 | 新進 |
| FIL Ltd | 13,726 | $1,281 萬 | 0.01% | +13,726 | 新進 |
| Cowa, LLC | 13,709 | $1,279 萬 | 3.89% | −245−1.8% | 減碼 |
| Swiss Life Asset Management Ltd | 13,278 | $1,239 萬 | 0.06% | +11,645+713.1% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 13,000 | $1,213 萬 | 0.10% | 00.0% | 不變 |
| AustralianSuper Pty Ltd | 12,779 | $1,193 萬 | 0.06% | +12,779 | 新進 |
| Virginia Retirement Systems Et Al | 12,773 | $1,192 萬 | 0.07% | +4,950+63.3% | 加碼 |
| TD Asset Management Inc | 12,722 | $1,187 萬 | 0.01% | +9,678+317.9% | 加碼 |
| Daiwa Securities Group Inc. | 12,357 | $1,153 萬 | 0.04% | +10,956+782.0% | 加碼 |
| Nisa Investment Advisors, LLC | 12,234 | $1,142 萬 | 0.04% | +449+3.8% | 加碼 |
| State of New Jersey Common Pension Fund D | 11,993 | $1,119 萬 | 0.04% | −62−0.5% | 減碼 |
| Nomura Asset Management Co Ltd | 11,798 | $1,101 萬 | 0.03% | +11,715+14,114.5% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 11,680 | $1,090 萬 | 0.09% | +11,680 | 新進 |