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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 45,536 | $6,279 萬 | 0.09% | +4,145+10.0% | 加碼 |
| Mariner, LLC | 44,886 | $6,188 萬 | 0.07% | +12,870+40.2% | 加碼 |
| Korea Investment CORP | 43,096 | $5,943 萬 | 0.12% | +16,940+64.8% | 加碼 |
| Driehaus Capital Management LLC | 41,105 | $5,668 萬 | 0.42% | +623+1.5% | 加碼 |
| Macquarie Group Ltd | 40,363 | $5,566 萬 | 0.33% | +4,678+13.1% | 加碼 |
| Neuberger Berman Group LLC | 40,338 | $5,563 萬 | 0.04% | −12,388−23.5% | 減碼 |
| Bank of Montreal | 39,885 | $5,500 萬 | 0.02% | +3,868+10.7% | 加碼 |
| Panagora Asset Management Inc | 38,743 | $5,343 萬 | 0.20% | +3,428+9.7% | 加碼 |
| Toroso Investments, LLC | 37,200 | $5,119 萬 | 0.16% | +20,450+122.1% | 加碼 |
| EULAV Asset Management | 37,108 | $5,117 萬 | 1.64% | −23,600−38.9% | 減碼 |
| Artemis Investment Management LLP | 36,599 | $5,047 萬 | 0.54% | −16,596−31.2% | 減碼 |
| Colony Group, LLC | 36,188 | $4,997 萬 | 0.06% | +12,652+53.8% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 36,148 | $4,985 萬 | 0.06% | −1,221−3.3% | 減碼 |
| Danske Bank A/S | 35,912 | $4,952 萬 | 0.12% | +6,111+20.5% | 加碼 |
| Empowered Funds, LLC | 35,511 | $4,897 萬 | 0.31% | +35,511 | 新進 |
| Blue Grotto Capital, LLC | 35,467 | $4,891 萬 | 5.64% | −20,134−36.2% | 減碼 |
| CWM, LLC | 35,299 | $4,868 萬 | 0.13% | +4,979+16.4% | 加碼 |
| Acadian Asset Management LLC | 34,958 | $4,819 萬 | 0.07% | +26,493+313.0% | 加碼 |
| New York State Common Retirement Fund | 34,694 | $4,784 萬 | 0.07% | +1,000+3.0% | 加碼 |
| Prudential Financial Inc | 34,022 | $4,692 萬 | 0.06% | +14,121+71.0% | 加碼 |
| Canada Pension Plan Investment Board | 33,607 | $4,634 萬 | 0.03% | +16,967+102.0% | 加碼 |
| CIBC World Markets Inc. | 32,665 | $4,504 萬 | 0.08% | −3,424−9.5% | 減碼 |
| Teacher Retirement System of Texas | 32,564 | $4,491 萬 | 0.19% | −10,999−25.2% | 減碼 |
| Creative Planning | 32,344 | $4,460 萬 | 0.03% | +5,958+22.6% | 加碼 |
| State Board of Administration of Florida Retirement System | 32,159 | $4,435 萬 | 0.08% | −1,884−5.5% | 減碼 |
| Asset Management One Co.,Ltd. | 32,148 | $4,428 萬 | 0.13% | −3,732−10.4% | 減碼 |
| Robeco Schweiz AG | 31,474 | $4,340 萬 | 0.92% | −1,201−3.7% | 減碼 |
| Aviva PLC | 30,790 | $4,246 萬 | 0.07% | +2,017+7.0% | 加碼 |
| National Bank of Canada | 30,676 | $4,229 萬 | 0.04% | +6,976+29.4% | 加碼 |
| New York State Teachers Retirement System | 30,665 | $4,229 萬 | 0.09% | +800+2.7% | 加碼 |
| Systematic Financial Management LP | 30,179 | $4,162 萬 | 0.95% | −18,871−38.5% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 29,944 | $4,129 萬 | 0.43% | +19,440+185.1% | 加碼 |
| Jennison Associates LLC | 29,887 | $4,121 萬 | 0.03% | +27,769+1,311.1% | 加碼 |
| Citigroup Inc | 29,786 | $4,107 萬 | 0.03% | +3,538+13.5% | 加碼 |
| Renaissance Group LLC | 29,374 | $4,051 萬 | 1.70% | −9,422−24.3% | 減碼 |
| Pictet Asset Management Holding SA | 29,139 | $4,018 萬 | 0.04% | +4,431+17.9% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 28,907 | $3,986 萬 | 0.07% | +1,306+4.7% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 28,584 | $3,942 萬 | 0.06% | +3,784+15.3% | 加碼 |
| Ensign Peak Advisors, Inc | 28,394 | $3,916 萬 | 0.07% | −1,185−4.0% | 減碼 |
| Cetera Investment Advisers | 27,946 | $3,854 萬 | 0.04% | −510−1.8% | 減碼 |
| Truist Financial Corp | 27,747 | $3,826 萬 | 0.05% | +2,621+10.4% | 加碼 |
| Candriam Luxembourg S.C.A. | 27,076 | $3,734 萬 | 0.19% | −1,210−4.3% | 減碼 |
| Zurich Insurance Group Ltd | 26,940 | $3,715 萬 | 0.29% | +26,940 | 新進 |
| Holocene Advisors, LP | 26,679 | $3,679 萬 | 0.09% | +19,667+280.5% | 加碼 |
| FIL Ltd | 26,067 | $3,595 萬 | 0.03% | +12,341+89.9% | 加碼 |
| Granahan Investment Management Inc | 26,027 | $3,589 萬 | 1.74% | −80.0% | 減碼 |
| Wealth High Governance Asset Management Ltda. | 25,977 | $3,582 萬 | 5.59% | +25,977 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 25,757 | $3,552 萬 | 0.09% | −346−1.3% | 減碼 |
| Stifel Financial Corp | 25,271 | $3,485 萬 | 0.03% | −406−1.6% | 減碼 |
| State of Wisconsin Investment Board | 24,526 | $3,382 萬 | 0.08% | +1,415+6.1% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 25,728 | $3,353 萬 | 0.07% | +7,022+37.5% | 加碼 |
| Citadel Advisors LLC | 24,295 | $3,350 萬 | 0.02% | +15,156+165.8% | 加碼 |
| Manufacturers Life Insurance Company, The | 24,082 | $3,321 萬 | 0.03% | −2,140−8.2% | 減碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 23,862 | $3,291 萬 | 0.50% | +23,862 | 新進 |
| Los Angeles Capital Management LLC | 23,724 | $3,272 萬 | 0.13% | +14,555+158.7% | 加碼 |
| Robeco Institutional Asset Management B.V. | 23,537 | $3,246 萬 | 0.05% | −61,194−72.2% | 減碼 |
| TD Asset Management Inc | 23,534 | $3,245 萬 | 0.03% | +10,812+85.0% | 加碼 |
| PFA Pension, Forsikringsaktieselskab | 23,289 | $3,211 萬 | 0.10% | +3,695+18.9% | 加碼 |
| Merewether Investment Management, LP | 22,351 | $3,082 萬 | 0.60% | −23,998−51.8% | 減碼 |
| Bessemer Group Inc | 22,192 | $3,060 萬 | 0.05% | −7,766−25.9% | 減碼 |
| BWCP, LP | 22,023 | $3,037 萬 | 4.63% | −11,587−34.5% | 減碼 |
| Munro Partners | 20,704 | $2,855 萬 | 0.97% | −2,730−11.6% | 減碼 |
| Fred Alger Management, LLC | 20,564 | $2,836 萬 | 0.12% | −6,664−24.5% | 減碼 |
| Handelsbanken Fonder AB | 20,033 | $2,763 萬 | 0.09% | −39,865−66.6% | 減碼 |
| Navellier & Associates Inc | 19,802 | $2,731 萬 | 2.85% | +534+2.8% | 加碼 |
| Credit Agricole S A | 19,419 | $2,678 萬 | 0.09% | −13,697−41.4% | 減碼 |
| Wellington Management Group LLP | 19,174 | $2,644 萬 | 0.00% | −2,428−11.2% | 減碼 |
| Mercer Global Advisors Inc | 18,755 | $2,586 萬 | 0.04% | +3,698+24.6% | 加碼 |
| Advisor Group Holdings, Inc. | 18,575 | $2,562 萬 | 0.04% | −8,816−32.2% | 減碼 |
| Mackenzie Financial Corp | 18,230 | $2,514 萬 | 0.03% | +8,108+80.1% | 加碼 |
| E. Ohman J:or Asset Management AB | 17,819 | $2,457 萬 | 0.65% | −30,740−63.3% | 減碼 |
| Vanguard Investments Australia, Ltd. | 17,630 | $2,431 萬 | 0.07% | +17,630 | 新進 |
| Captrust Financial Advisors | 17,469 | $2,408 萬 | 0.04% | +3,393+24.1% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 17,352 | $2,393 萬 | 0.07% | −493−2.8% | 減碼 |
| Freestone Grove Partners LP | 17,281 | $2,383 萬 | 0.17% | −48,427−73.7% | 減碼 |
| Worldquant Millennium Advisors LLC | 16,842 | $2,322 萬 | 0.09% | +13,786+451.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 16,593 | $2,288 萬 | 0.19% | −14,624−46.8% | 減碼 |
| SEB Asset Management AB | 16,479 | $2,272 萬 | 0.10% | +16,479 | 新進 |
| KLP Kapitalforvaltning AS | 16,400 | $2,262 萬 | 0.09% | +2,180+15.3% | 加碼 |
| Capital Fund Management S.A. | 16,372 | $2,258 萬 | 0.20% | +16,372 | 新進 |
| Peterson Wealth Services | 16,370 | $2,257 萬 | 5.58% | −77−0.5% | 減碼 |
| Great West Life Assurance Co | 15,916 | $2,197 萬 | 0.04% | +242+1.5% | 加碼 |
| Dorsey Wright & Associates | 15,887 | $2,191 萬 | 2.71% | +7,402+87.2% | 加碼 |
| Swedbank AB | 15,672 | $2,161 萬 | 0.02% | 00.0% | 不變 |
| OP Asset Management Ltd | 15,469 | $2,133 萬 | 0.22% | +9,804+173.1% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 15,400 | $2,124 萬 | 0.12% | +3,720+31.8% | 加碼 |
| Toronto Dominion Bank | 15,385 | $2,122 萬 | 0.04% | −5,186−25.2% | 減碼 |
| Assenagon Asset Management S.A. | 15,158 | $2,090 萬 | 0.03% | +5,115+50.9% | 加碼 |
| Employees Provident Fund Board | 15,017 | $2,071 萬 | 0.16% | +15,017 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 14,894 | $2,054 萬 | 0.18% | +108+0.7% | 加碼 |
| Treasurer of the State of North Carolina | 14,893 | $2,054 萬 | 0.06% | +318+2.2% | 加碼 |
| Mediolanum International Funds Ltd | 15,985 | $2,035 萬 | 0.22% | +1,773+12.5% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,378 | $1,983 萬 | 0.16% | +578+4.2% | 加碼 |
| Strategic Planning Group, LLC | 14,321 | $1,975 萬 | 2.76% | −4,305−23.1% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 14,214 | $1,960 萬 | 0.03% | +12,823+921.9% | 加碼 |
| Public Employees Retirement Association of Colorado | 14,145 | $1,951 萬 | 0.08% | +10,800+322.9% | 加碼 |
| BW Gestao de Investimentos Ltda. | 14,023 | $1,934 萬 | 0.86% | +14,023 | 新進 |
| Wealth High Governance Capital Ltda | 14,023 | $1,934 萬 | 5.80% | +14,023 | 新進 |
| Andra AP-fonden | 14,013 | $1,932 萬 | 0.24% | +6,213+79.7% | 加碼 |
| Pallas Capital Advisors LLC | 13,925 | $1,920 萬 | 0.72% | −5,379−27.9% | 減碼 |