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。
2026 年第 1 季 13F 持有人
Comfort Systems USA Inc 在 2026/3/31 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
- 1,206
- 較 2025 年第 4 季 +178 家
- 持有股數
- 3,253 萬
- 較 2025 年第 4 季 +407.8 萬 (+14.3%)
- 總市值
- $446.4 億
- 較 2025 年第 4 季 +$180.8 億 (+68.1%)
- 新進機構
- 247
- 另有 449 家加碼
- 清倉機構
- 69
- 另有 402 家減碼
另有 15 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 | $446.4 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,512,927 | $48.4 億 | 0.08% | +64,292+1.9% | 加碼 |
| Vanguard Capital Management LLC | 2,285,949 | $31.5 億 | 0.08% | +2,285,949 | 新進 |
| Vanguard Portfolio Management LLC | 1,881,184 | $25.9 億 | 0.14% | +1,881,184 | 新進 |
| State Street Corp | 1,471,879 | $20.3 億 | 0.07% | +43,205+3.0% | 加碼 |
| FMR LLC | 1,449,517 | $20.0 億 | 0.11% | −221,194−13.2% | 減碼 |
| Geode Capital Management, LLC | 1,238,619 | $17.1 億 | 0.11% | +52,710+4.4% | 加碼 |
| AQR Capital Management LLC | 1,116,230 | $14.9 億 | 0.68% | +96,308+9.4% | 加碼 |
| Capital World Investors | 865,780 | $11.9 億 | 0.16% | −774,752−47.2% | 減碼 |
| JPMorgan Chase & Co | 889,891 | $11.3 億 | 0.08% | +182,899+25.9% | 加碼 |
| Westfield Capital Management Co LP | 620,915 | $8.56 億 | 3.59% | −47,920−7.2% | 減碼 |
| Invesco Ltd. | 606,580 | $8.36 億 | 0.08% | −46,399−7.1% | 減碼 |
| Morgan Stanley | 460,135 | $6.35 億 | 0.04% | +28,462+6.6% | 加碼 |
| First Trust Advisors LP | 415,886 | $5.74 億 | 0.41% | −66,213−13.7% | 減碼 |
| Capital International Investors | 391,831 | $5.40 億 | 0.13% | +278,199+244.8% | 加碼 |
| Northern Trust Corp | 329,098 | $4.54 億 | 0.06% | +10,316+3.2% | 加碼 |
| Charles Schwab Investment Management Inc | 287,735 | $3.97 億 | 0.06% | +1,253+0.4% | 加碼 |
| Dimensional Fund Advisors LP | 279,947 | $3.86 億 | 0.08% | +14,423+5.4% | 加碼 |
| Federated Hermes, Inc. | 267,030 | $3.68 億 | 0.60% | −50,436−15.9% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 252,979 | $3.49 億 | 0.19% | +28,712+12.8% | 加碼 |
| Hood River Capital Management LLC | 249,385 | $3.44 億 | 3.45% | +3,528+1.4% | 加碼 |
| Goldman Sachs Group Inc | 244,047 | $3.37 億 | 0.04% | +46,057+23.3% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 242,196 | $3.34 億 | 1.12% | −46,843−16.2% | 減碼 |
| Deutsche Bank AG | 240,791 | $3.32 億 | 0.11% | −72,033−23.0% | 減碼 |
| Lord, Abbett & Co. LLC | 237,647 | $3.28 億 | 1.07% | −33,933−12.5% | 減碼 |
| Baillie Gifford & Co | 225,118 | $3.10 億 | 0.32% | −49,624−18.1% | 減碼 |
| Point72 Asset Management, L.P. | 219,232 | $3.02 億 | 0.53% | +72,378+49.3% | 加碼 |
| Bank of New York Mellon Corp | 218,195 | $3.01 億 | 0.06% | −9,493−4.2% | 減碼 |
| Value Aligned Research Advisors, LLC | 213,637 | $2.95 億 | 3.49% | +66,616+45.3% | 加碼 |
| Castle Hook Partners LP | 208,906 | $2.88 億 | 5.82% | −58,928−22.0% | 減碼 |
| Artisan Partners Limited Partnership | 208,177 | $2.87 億 | 0.47% | −8,034−3.7% | 減碼 |
| Franklin Resources Inc | 203,388 | $2.80 億 | 0.07% | +23,377+13.0% | 加碼 |
| Vanguard Fiduciary Trust Co | 202,952 | $2.80 億 | 0.07% | +202,952 | 新進 |
| UBS Group AG | 190,544 | $2.63 億 | 0.05% | +36,810+23.9% | 加碼 |
| Nuveen, LLC | 188,471 | $2.60 億 | 0.07% | +11,485+6.5% | 加碼 |
| Price T Rowe Associates Inc | 161,169 | $2.22 億 | 0.03% | −16,447−9.3% | 減碼 |
| Clearbridge Investments, LLC | 159,961 | $2.21 億 | 0.19% | −40,584−20.2% | 減碼 |
| Legal & General Group Plc | 153,779 | $2.12 億 | 0.05% | +31,919+26.2% | 加碼 |
| Capital Research Global Investors | 153,639 | $2.12 億 | 0.03% | +37,052+31.8% | 加碼 |
| SG Americas Securities, LLC | 153,458 | $2.12 億 | 0.23% | +30,993+25.3% | 加碼 |
| Ameriprise Financial Inc | 147,298 | $2.03 億 | 0.05% | +31,318+27.0% | 加碼 |
| Royal Bank of Canada | 146,195 | $2.02 億 | 0.04% | +28,829+24.6% | 加碼 |
| UBS Asset Management Americas Inc | 146,007 | $2.01 億 | 0.04% | +11,731+8.7% | 加碼 |
| Royal London Asset Management Ltd | 138,256 | $1.91 億 | 0.40% | −56,544−29.0% | 減碼 |
| Amundi | 136,835 | $1.89 億 | 0.05% | +24,209+21.5% | 加碼 |
| Evercore Wealth Management, LLC | 134,308 | $1.85 億 | 2.91% | −20,929−13.5% | 減碼 |
| Raymond James Financial Inc | 135,009 | $1.81 億 | 0.06% | +48,619+56.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 124,989 | $1.79 億 | 0.30% | +59,623+91.2% | 加碼 |
| Bank of America Corp | 129,056 | $1.78 億 | 0.01% | −25,546−16.5% | 減碼 |
| Voya Investment Management LLC | 121,608 | $1.67 億 | 0.17% | −56,519−31.7% | 減碼 |
| Allianz Asset Management GmbH | 119,449 | $1.65 億 | 0.19% | +28,593+31.5% | 加碼 |
| Janus Henderson Group PLC | 115,378 | $1.59 億 | 0.08% | +16,451+16.6% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 114,241 | $1.58 億 | 0.34% | −29,361−20.4% | 減碼 |
| AMF Pensionsforsakring AB | 109,590 | $1.51 億 | 1.00% | −162,078−59.7% | 減碼 |
| WCM Investment Management, LLC | 116,698 | $1.49 億 | 0.34% | +22,992+24.5% | 加碼 |
| Swiss National Bank | 103,480 | $1.43 億 | 0.08% | +6,800+7.0% | 加碼 |
| Millennium Management LLC | 103,313 | $1.42 億 | 0.11% | +40,969+65.7% | 加碼 |
| Barclays PLC | 102,970 | $1.42 億 | 0.05% | +35,387+52.4% | 加碼 |
| Principal Financial Group Inc | 102,149 | $1.41 億 | 0.08% | −1,940−1.9% | 減碼 |
| Alliancebernstein L.P. | 148,961 | $1.39 億 | 0.05% | −33,846−18.5% | 減碼 |
| Russell Investments Group, Ltd. | 99,887 | $1.38 億 | 0.15% | −1,408−1.4% | 減碼 |
| Jacobs Levy Equity Management, Inc | 96,221 | $1.33 億 | 0.56% | −171,652−64.1% | 減碼 |
| GW&K Investment Management, LLC | 95,674 | $1.32 億 | 1.16% | −15,973−14.3% | 減碼 |
| Temasek Holdings (Private) Ltd | 94,356 | $1.30 億 | 0.44% | +41,799+79.5% | 加碼 |
| Ieq Capital, LLC | 89,865 | $1.24 億 | 0.58% | +6,940+8.4% | 加碼 |
| Bridgewater Associates, LP | 86,462 | $1.19 億 | 0.53% | +18,263+26.8% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 84,992 | $1.17 億 | 0.11% | +19,038+28.9% | 加碼 |
| KBC Group NV | 84,392 | $1.16 億 | 0.29% | −7,337−8.0% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 82,173 | $1.13 億 | 0.07% | +7,515+10.1% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 79,885 | $1.10 億 | 0.18% | −25,699−24.3% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 79,581 | $1.10 億 | 0.07% | +6,021+8.2% | 加碼 |
| Envestnet Asset Management Inc | 78,352 | $1.08 億 | 0.03% | +11,940+18.0% | 加碼 |
| California Public Employees Retirement System | 78,113 | $1.08 億 | 0.07% | +11,829+17.8% | 加碼 |
| Vanguard Global Advisers, LLC | 77,866 | $1.07 億 | 0.06% | +77,866 | 新進 |
| Fiera Capital Corp | 76,892 | $1.06 億 | 0.36% | −225−0.3% | 減碼 |
| TimesSquare Capital Management, LLC | 73,968 | $1.02 億 | 1.73% | +22,748+44.4% | 加碼 |
| National Pension Service | 71,717 | $9,890 萬 | 0.08% | +24,673+52.4% | 加碼 |
| SEI Investments Co | 70,746 | $9,756 萬 | 0.09% | +16,592+30.6% | 加碼 |
| HSBC Holdings PLC | 68,152 | $9,358 萬 | 0.06% | +8,831+14.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 67,779 | $9,347 萬 | 0.07% | −16,722−19.8% | 減碼 |
| Squarepoint Ops LLC | 66,716 | $9,200 萬 | 0.20% | +147+0.2% | 加碼 |
| Lazard Asset Management LLC | 66,710 | $9,199 萬 | 0.15% | +7,438+12.5% | 加碼 |
| Rhumbline Advisers | 66,597 | $9,184 萬 | 0.08% | −582−0.9% | 減碼 |
| Storebrand Asset Management AS | 64,513 | $8,896 萬 | 0.26% | +3,567+5.9% | 加碼 |
| Victory Capital Management Inc | 64,058 | $8,834 萬 | 0.06% | +7,286+12.8% | 加碼 |
| Vanguard Asset Management, Ltd | 60,206 | $8,302 萬 | 0.07% | +60,206 | 新進 |
| Smith Group Asset Management, LLC | 59,568 | $8,214 萬 | 4.19% | −5,305−8.2% | 減碼 |
| Wells Fargo & Company | 58,670 | $8,090 萬 | 0.02% | −1,000−1.7% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 57,993 | $7,997 萬 | 0.23% | +17,170+42.1% | 加碼 |
| Man Group plc | 57,847 | $7,977 萬 | 0.17% | +24,523+73.6% | 加碼 |
| Renaissance Technologies LLC | 56,660 | $7,813 萬 | 0.12% | +2,680+5.0% | 加碼 |
| Congress Asset Management Co | 55,192 | $7,611 萬 | 0.55% | −27,146−33.0% | 減碼 |
| California State Teachers Retirement System | 54,276 | $7,485 萬 | 0.08% | −1,108−2.0% | 減碼 |
| American Century Companies Inc | 51,120 | $7,049 萬 | 0.04% | −62,950−55.2% | 減碼 |
| BNP Paribas Arbitrage, SA | 50,284 | $6,934 萬 | 0.05% | −6,915−12.1% | 減碼 |
| LPL Financial LLC | 49,660 | $6,848 萬 | 0.02% | −3,894−7.3% | 減碼 |
| Gotham Asset Management, LLC | 48,821 | $6,732 萬 | 0.21% | −5,574−10.2% | 減碼 |
| AustralianSuper Pty Ltd | 47,491 | $6,549 萬 | 0.34% | +34,712+271.6% | 加碼 |
| Polar Capital Holdings Plc | 46,505 | $6,413 萬 | 0.28% | +21,280+84.4% | 加碼 |
| Nomura Asset Management International Inc. | 45,960 | $6,338 萬 | 0.11% | +900+2.0% | 加碼 |
| Schroder Investment Management Group | 45,833 | $6,320 萬 | 0.05% | −20,830−31.2% | 減碼 |