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
- 3,252 萬
- 較 2025 年第 4 季 +407.6 萬 (+14.3%)
- 總市值
- $446.3 億
- 較 2025 年第 4 季 +$180.7 億 (+68.0%)
- 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 | $446.3 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 |
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 |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 1,743 | $240.4 萬 | 0.09% | +724+71.1% | 加碼 |
| Virtus ETF Advisers LLC | 1,749 | $241.2 萬 | 1.12% | −443−20.2% | 減碼 |
| Altshuler Shaham Ltd | 1,766 | $243.5 萬 | 0.04% | +724+69.5% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 1,768 | $243.8 萬 | 0.05% | +1,768 | 新進 |
| Coldstream Capital Management Inc | 1,781 | $245.6 萬 | 0.03% | −183−9.3% | 減碼 |
| Pacer Advisors, Inc. | 1,785 | $246.1 萬 | 0.01% | −1,021−36.4% | 減碼 |
| Louisiana State Employees Retirement System | 1,800 | $248.2 萬 | 0.04% | 00.0% | 不變 |
| Thompson Davis & Co., Inc. | 1,811 | $249.8 萬 | 1.67% | −718−28.4% | 減碼 |
| Generali Asset Management SPA SGR | 1,833 | $252.8 萬 | 0.05% | +831+82.9% | 加碼 |
| Sunbelt Securities, Inc. | 1,862 | $256.8 萬 | 0.16% | +64+3.6% | 加碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 1,877 | $258.8 萬 | 0.57% | +160+9.3% | 加碼 |
| TFR Capital, LLC. | 1,878 | $259.0 萬 | 0.79% | +197+11.7% | 加碼 |
| QRG Capital Management, Inc. | 1,878 | $259.0 萬 | 0.03% | +325+20.9% | 加碼 |
| Vontobel Holding Ltd. | 1,888 | $260.4 萬 | 0.01% | −4,768−71.6% | 減碼 |
| Strategic Blueprint, LLC | 1,895 | $261.3 萬 | 0.15% | +258+15.8% | 加碼 |
| Prakash Investment Advisors LLC | 1,900 | $262.0 萬 | 2.22% | 00.0% | 不變 |
| CVFG LLC | 1,910 | $263.4 萬 | 0.33% | +1,910 | 新進 |
| Graham Capital Management, L.P. | 1,927 | $265.7 萬 | 0.09% | −3,350−63.5% | 減碼 |
| Bosman Wealth Management, LLC | 1,927 | $265.7 萬 | 2.34% | −147−7.1% | 減碼 |
| Saturna Capital CORP | 1,950 | $268.8 萬 | 0.04% | −306−13.6% | 減碼 |
| Paragon Advisors, LLC | 1,955 | $269.6 萬 | 0.73% | +1,955 | 新進 |
| Oak Thistle LLC | 1,976 | $272.5 萬 | 0.26% | +1,976 | 新進 |
| Mezzasalma Advisors, LLC | 1,978 | $272.8 萬 | 0.70% | +421+27.0% | 加碼 |
| Kane Investment Management, Inc. | 1,979 | $272.9 萬 | 1.40% | −4−0.2% | 減碼 |
| J. Safra Sarasin Holding AG | 1,981 | $272.9 萬 | 0.05% | +1,981 | 新進 |
| Moody National Bank Trust Division | 1,996 | $275.2 萬 | 0.26% | 00.0% | 不變 |
| Cumberland Partners Ltd | 2,000 | $275.8 萬 | 0.21% | +2,000 | 新進 |
| Point Nemo Capital, LLC | 2,001 | $275.9 萬 | 1.82% | +397+24.8% | 加碼 |
| Hartford Investment Management Co | 2,008 | $276.9 萬 | 0.09% | −24−1.2% | 減碼 |
| Qube Research & Technologies Ltd | 2,013 | $277.6 萬 | 0.00% | −81,171−97.6% | 減碼 |
| Osmosis Investment Management UK Ltd | 2,060 | $284.1 萬 | 0.08% | +2,060 | 新進 |
| Moors & Cabot, Inc. | 2,071 | $285.6 萬 | 0.12% | −84−3.9% | 減碼 |
| Marshall Wace, LLP | 2,079 | $286.7 萬 | 0.00% | +2,079 | 新進 |
| Skopos Labs, Inc. | 2,101 | $289.6 萬 | 0.09% | +156+8.0% | 加碼 |
| Apollon Wealth Management, LLC | 2,101 | $289.7 萬 | 0.05% | +412+24.4% | 加碼 |
| Manchester Financial Inc | 2,102 | $289.9 萬 | 0.56% | −30−1.4% | 減碼 |
| Silver Oak Securities, Inc | 2,104 | $290.1 萬 | 0.21% | −186−8.1% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 2,120 | $292.3 萬 | 0.32% | −2,345−52.5% | 減碼 |
| Private Client Services, LLC | 2,122 | $292.7 萬 | 0.88% | −448−17.4% | 減碼 |
| NorthCrest Asset Manangement, LLC | 2,067 | $292.9 萬 | 0.09% | −539−20.7% | 減碼 |
| Penserra Capital Management LLC | 2,127 | $293.2 萬 | 0.03% | −981−31.6% | 減碼 |
| Mizuho Securities USA LLC | 2,128 | $293.4 萬 | 0.07% | −435−17.0% | 減碼 |
| Evolve Private Wealth, LLC | 2,178 | $300.3 萬 | 0.16% | +43+2.0% | 加碼 |
| Steel Peak Wealth Management LLC | 2,212 | $305.0 萬 | 0.10% | −347−13.6% | 減碼 |
| Venture Visionary Partners LLC | 2,215 | $305.5 萬 | 0.10% | −531−19.3% | 減碼 |
| Oppenheimer Asset Management Inc. | 2,227 | $307.1 萬 | 0.04% | −693−23.7% | 減碼 |
| Occudo Quantitative Strategies LP | 1,669 | $307.1 萬 | 0.17% | +1,669 | 新進 |
| Vestcor Inc | 2,234 | $308.1 萬 | 0.08% | 00.0% | 不變 |
| Norinchukin Bank, The | 2,251 | $310.4 萬 | 0.04% | +860+61.8% | 加碼 |
| Evoke Wealth, LLC | 2,281 | $314.5 萬 | 0.06% | +199+9.6% | 加碼 |
| Intech Investment Management LLC | 2,292 | $316.1 萬 | 0.03% | −4,318−65.3% | 減碼 |
| Shaker Investments LLC | 2,295 | $316.5 萬 | 1.44% | −192−7.7% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 2,328 | $320.9 萬 | 0.02% | +407+21.2% | 加碼 |
| Plato Investment Management Ltd | 2,327 | $321.1 萬 | 0.22% | +147+6.7% | 加碼 |
| Armistice Capital, LLC | 2,356 | $324.9 萬 | 0.11% | +2,043+652.7% | 加碼 |
| MUFG Securities EMEA plc | 2,443 | $336.9 萬 | 0.05% | +1,000+69.3% | 加碼 |
| Sivia Capital Partners, LLC | 2,502 | $345.0 萬 | 0.67% | +385+18.2% | 加碼 |
| New Age Alpha Advisors, LLC | 2,545 | $351.0 萬 | 0.16% | +330+14.9% | 加碼 |
| Secure Asset Management, LLC | 2,551 | $351.7 萬 | 0.56% | −1,824−41.7% | 減碼 |
| Omers Administration Corp | 2,552 | $351.9 萬 | 0.02% | +474+22.8% | 加碼 |
| Sumitomo Life Insurance Co | 2,553 | $352.1 萬 | 0.08% | +564+28.4% | 加碼 |
| Rafferty Asset Management, LLC | 2,562 | $353.3 萬 | 0.01% | −571−18.2% | 減碼 |
| Genus Capital Management Inc. | 2,563 | $353.4 萬 | 0.41% | +2,563 | 新進 |
| Assetmark, Inc | 2,577 | $355.4 萬 | 0.01% | −76−2.9% | 減碼 |
| Ethic Inc. | 2,587 | $356.8 萬 | 0.06% | +910+54.3% | 加碼 |
| Kennedy Capital Management, Inc. | 2,594 | $357.7 萬 | 0.08% | −5,217−66.8% | 減碼 |
| Level Four Advisory Services, LLC | 2,599 | $358.5 萬 | 0.12% | +303+13.2% | 加碼 |
| Crestwood Advisors Group LLC | 2,602 | $358.8 萬 | 0.06% | +2,602 | 新進 |
| Abn Amro Investment Solutions | 2,611 | $360.1 萬 | 0.05% | +146+5.9% | 加碼 |
| Union Bancaire Privee, UBP SA | 3,583 | $364.9 萬 | 0.07% | +573+19.0% | 加碼 |
| Dedeker Financial LLC | 2,667 | $367.6 萬 | 3.20% | +29+1.1% | 加碼 |
| Thrivent Financial for Lutherans | 2,707 | $368.8 萬 | 0.01% | +535+24.6% | 加碼 |
| Commerce Bank | 2,677 | $369.2 萬 | 0.02% | +1,568+141.4% | 加碼 |
| Warren Averett Asset Management, LLC | 2,685 | $370.3 萬 | 0.03% | +225+9.1% | 加碼 |
| Gulf International Bank (UK) Ltd | 2,736 | $377.3 萬 | 0.08% | +1,230+81.7% | 加碼 |
| Axq Capital, LP | 2,741 | $378.0 萬 | 0.49% | +2,372+642.8% | 加碼 |
| iA Global Asset Management Inc. | 2,745 | $378.5 萬 | 0.05% | +2,745 | 新進 |
| Chicago Partners Investment Group LLC | 2,207 | $380.6 萬 | 0.09% | +703+46.7% | 加碼 |
| Wealthfront Advisers LLC | 2,766 | $381.4 萬 | 0.01% | +2,467+825.1% | 加碼 |
| Lifestyle Asset Management, Inc. | 2,775 | $382.7 萬 | 1.25% | −271−8.9% | 減碼 |
| RFG Advisory, LLC | 2,818 | $388.6 萬 | 0.07% | −264−8.6% | 減碼 |
| Richard Bernstein Advisors LLC | 2,845 | $392.3 萬 | 0.11% | +2,845 | 新進 |
| Benchmark Investment Advisors LLC | 2,857 | $394.0 萬 | 2.29% | +2,857 | 新進 |
| Teachers Retirement System of the State of Kentucky | 2,878 | $396.9 萬 | 0.03% | 00.0% | 不變 |
| Silvant Capital Management LLC | 2,896 | $399.4 萬 | 0.14% | +2,896 | 新進 |
| Bull Harbor Capital LLC | 2,896 | $399.4 萬 | 1.07% | +2,896 | 新進 |
| Sequoia Financial Advisors, LLC | 2,900 | $399.9 萬 | 0.02% | −217−7.0% | 減碼 |
| Bridgeway Capital Management, LLC | 2,930 | $404.0 萬 | 0.08% | 00.0% | 不變 |
| STRS Ohio | 2,932 | $404.3 萬 | 0.02% | −10.0% | 減碼 |
| Evergreen Capital Management LLC | 2,942 | $405.7 萬 | 0.09% | −399−11.9% | 減碼 |
| TD Waterhouse Canada Inc. | 2,862 | $406.6 萬 | 0.01% | +2,846+17,787.5% | 加碼 |
| Allworth Financial LP | 2,950 | $406.8 萬 | 0.02% | −582−16.5% | 減碼 |
| Sidoxia Capital Management, LLC | 2,952 | $407.1 萬 | 3.51% | +2,952 | 新進 |
| Hunter Associates Investment Management LLC | 2,988 | $412.2 萬 | 0.55% | −476−13.7% | 減碼 |
| Advisory Services Network, LLC | 3,060 | $422.0 萬 | 0.06% | −261−7.9% | 減碼 |
| Prospera Financial Services Inc | 3,120 | $430.2 萬 | 0.07% | +2,729+698.0% | 加碼 |
| Cardinal Point Capital Management, ULC | 3,145 | $433.7 萬 | 0.27% | −1,252−28.5% | 減碼 |
| Harvest Fund Management Co., Ltd | 3,149 | $433.8 萬 | 0.18% | +1,623+106.4% | 加碼 |
| Stansberry Asset Management, LLC | 3,150 | $434.3 萬 | 0.45% | −2,736−46.5% | 減碼 |
| HB Wealth Management, LLC | 3,173 | $437.6 萬 | 0.03% | +623+24.4% | 加碼 |