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 $686.5 億;Coatue和馬克爾集團兩位大師持有。
2026 年第 2 季 13F 持有人
Comfort Systems USA Inc 在 2026/6/30 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
- 1,357
- 較 2026 年第 1 季 +165 家
- 持有股數
- 3,267 萬
- 較 2026 年第 1 季 +30.3 萬 (+0.9%)
- 總市值
- $646.2 億
- 較 2026 年第 1 季 +$202.1 億 (+45.5%)
- 新進機構
- 245
- 另有 497 家加碼
- 清倉機構
- 80
- 另有 491 家減碼
另有 14 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 | $686.5 億 |
| 2026 年第 1 季 | 1,206 | $446.4 億 |
| 2025 年第 4 季 | 1,043 | $314.4 億 |
| 2025 年第 3 季 | 888 | $282.2 億 |
| 2025 年第 2 季 | 755 | $181.8 億 |
| 2025 年第 1 季 | 632 | $109.8 億 |
| 2024 年第 4 季 | 665 | $144.0 億 |
| 2024 年第 3 季 | 591 | $131.0 億 |
| 2024 年第 2 季 | 555 | $106.6 億 |
| 2024 年第 1 季 | 505 | $115.3 億 |
| 2023 年第 4 季 | 447 | $74.8 億 |
| 2023 年第 3 季 | 400 | $60.2 億 |
| 2023 年第 2 季 | 378 | $56.8 億 |
| 2023 年第 1 季 | 348 | $51.5 億 |
| 2022 年第 4 季 | 337 | $39.9 億 |
| 2022 年第 3 季 | 299 | $34.1 億 |
| 2022 年第 2 季 | 277 | $28.9 億 |
| 2022 年第 1 季 | 280 | $31.2 億 |
| 2021 年第 4 季 | 291 | $34.2 億 |
| 2021 年第 3 季 | 269 | $24.3 億 |
| 2021 年第 2 季 | 282 | $26.8 億 |
| 2021 年第 1 季 | 252 | $25.8 億 |
2026 年第 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,397,683 | $67.3 億 | 0.10% | −115,244−3.3% | 減碼 |
| Vanguard Capital Management LLC | 2,297,509 | $45.5 億 | 0.10% | +11,560+0.5% | 加碼 |
| Vanguard Portfolio Management LLC | 1,866,170 | $37.0 億 | 0.17% | −15,014−0.8% | 減碼 |
| FMR LLC | 1,659,799 | $32.9 億 | 0.14% | +210,282+14.5% | 加碼 |
| State Street Corp | 1,537,139 | $30.5 億 | 0.09% | +65,260+4.4% | 加碼 |
| Geode Capital Management, LLC | 1,151,350 | $22.9 億 | 0.12% | −87,269−7.0% | 減碼 |
| AQR Capital Management LLC | 1,059,017 | $20.8 億 | 0.73% | −57,213−5.1% | 減碼 |
| JPMorgan Chase & Co | 838,417 | $16.3 億 | 0.10% | −51,474−5.8% | 減碼 |
| Capital World Investors | 720,244 | $14.3 億 | 0.17% | −145,536−16.8% | 減碼 |
| Invesco Ltd. | 658,314 | $13.0 億 | 0.10% | +51,734+8.5% | 加碼 |
| Norges Bank | 471,564 | $9.35 億 | 0.09% | +471,564 | 新進 |
| Morgan Stanley | 430,085 | $8.52 億 | 0.05% | −30,050−6.5% | 減碼 |
| First Trust Advisors LP | 375,090 | $7.43 億 | 0.44% | −40,796−9.8% | 減碼 |
| Westfield Capital Management Co LP | 355,433 | $7.04 億 | 2.30% | −265,482−42.8% | 減碼 |
| Federated Hermes, Inc. | 341,485 | $6.77 億 | 0.97% | +74,455+27.9% | 加碼 |
| Northern Trust Corp | 340,992 | $6.76 億 | 0.08% | +11,894+3.6% | 加碼 |
| Price T Rowe Associates Inc | 324,671 | $6.43 億 | 0.06% | +163,502+101.4% | 加碼 |
| Charles Schwab Investment Management Inc | 297,845 | $5.90 億 | 0.08% | +10,110+3.5% | 加碼 |
| Amundi | 292,904 | $5.81 億 | 0.14% | +156,069+114.1% | 加碼 |
| Dimensional Fund Advisors LP | 285,445 | $5.66 億 | 0.10% | +5,498+2.0% | 加碼 |
| Goldman Sachs Group Inc | 268,240 | $5.32 億 | 0.06% | +24,193+9.9% | 加碼 |
| Value Aligned Research Advisors, LLC | 243,607 | $4.83 億 | 2.89% | +29,970+14.0% | 加碼 |
| Deutsche Bank AG | 223,896 | $4.44 億 | 0.13% | −16,895−7.0% | 減碼 |
| Franklin Resources Inc | 222,969 | $4.42 億 | 0.10% | +19,581+9.6% | 加碼 |
| Massachusetts Financial Services Co | 220,776 | $4.40 億 | 0.14% | +220,548+96,731.6% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 221,703 | $4.39 億 | 0.19% | −31,276−12.4% | 減碼 |
| Baillie Gifford & Co | 212,655 | $4.21 億 | 0.38% | −12,463−5.5% | 減碼 |
| Lord, Abbett & Co. LLC | 209,302 | $4.15 億 | 1.19% | −28,345−11.9% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 207,953 | $4.12 億 | 0.32% | +122,961+144.7% | 加碼 |
| Artisan Partners Limited Partnership | 202,113 | $4.01 億 | 0.65% | −6,064−2.9% | 減碼 |
| UBS Asset Management Americas Inc | 201,945 | $4.00 億 | 0.07% | +55,938+38.3% | 加碼 |
| Vanguard Fiduciary Trust Co | 201,937 | $4.00 億 | 0.09% | −1,015−0.5% | 減碼 |
| Legal & General Group Plc | 201,870 | $4.00 億 | 0.08% | +48,091+31.3% | 加碼 |
| UBS Group AG | 192,295 | $3.81 億 | 0.06% | +1,751+0.9% | 加碼 |
| Allianz Asset Management GmbH | 187,971 | $3.73 億 | 0.34% | +68,522+57.4% | 加碼 |
| Bank of New York Mellon Corp | 186,926 | $3.70 億 | 0.06% | −31,269−14.3% | 減碼 |
| Point72 Asset Management, L.P. | 179,727 | $3.56 億 | 0.54% | −39,505−18.0% | 減碼 |
| Royal Bank of Canada | 171,195 | $3.39 億 | 0.06% | +25,000+17.1% | 加碼 |
| American Century Companies Inc | 162,875 | $3.23 億 | 0.14% | +111,755+218.6% | 加碼 |
| Nuveen, LLC | 158,900 | $3.15 億 | 0.08% | −29,571−15.7% | 減碼 |
| Jacobs Levy Equity Management, Inc | 144,823 | $2.87 億 | 1.03% | +48,602+50.5% | 加碼 |
| WCM Investment Management, LLC | 144,923 | $2.82 億 | 0.51% | +28,225+24.2% | 加碼 |
| Capital International Investors | 141,392 | $2.80 億 | 0.06% | −250,439−63.9% | 減碼 |
| Royal London Asset Management Ltd | 141,047 | $2.80 億 | 0.52% | +2,791+2.0% | 加碼 |
| Voya Investment Management LLC | 138,257 | $2.73 億 | 0.24% | +16,649+13.7% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 130,833 | $2.59 億 | 0.71% | −111,363−46.0% | 減碼 |
| Raymond James Financial Inc | 125,815 | $2.49 億 | 0.07% | −9,194−6.8% | 減碼 |
| Temasek Holdings (Private) Ltd | 124,436 | $2.47 億 | 0.68% | +30,080+31.9% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 123,032 | $2.44 億 | 0.35% | +43,147+54.0% | 加碼 |
| Evercore Wealth Management, LLC | 112,392 | $2.23 億 | 3.15% | −21,916−16.3% | 減碼 |
| Ameriprise Financial Inc | 111,534 | $2.21 億 | 0.04% | −35,764−24.3% | 減碼 |
| AMF Pensionsforsakring AB | 109,590 | $2.17 億 | 1.29% | 00.0% | 不變 |
| Wellington Management Group LLP | 104,995 | $2.08 億 | 0.04% | +85,821+447.6% | 加碼 |
| Wells Fargo & Company | 103,077 | $2.04 億 | 0.04% | +44,407+75.7% | 加碼 |
| Swiss National Bank | 99,250 | $1.97 億 | 0.10% | −4,230−4.1% | 減碼 |
| Castle Hook Partners LP | 98,482 | $1.95 億 | 2.09% | −110,424−52.9% | 減碼 |
| Bank of America Corp | 97,968 | $1.94 億 | 0.01% | −31,088−24.1% | 減碼 |
| Capital Research Global Investors | 95,976 | $1.90 億 | 0.03% | −57,663−37.5% | 減碼 |
| Russell Investments Group, Ltd. | 95,718 | $1.90 億 | 0.17% | −4,169−4.2% | 減碼 |
| Jupiter Topco LLC | 93,950 | $1.86 億 | 0.08% | +93,950 | 新進 |
| SRS Capital Advisors, Inc. | 91,674 | $1.82 億 | 1.21% | +91,127+16,659.4% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 86,899 | $1.72 億 | 0.33% | −27,342−23.9% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 86,222 | $1.71 億 | 0.09% | +6,641+8.3% | 加碼 |
| AustralianSuper Pty Ltd | 86,175 | $1.71 億 | 0.74% | +38,684+81.5% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 85,034 | $1.69 億 | 0.10% | +2,861+3.5% | 加碼 |
| Principal Financial Group Inc | 84,870 | $1.68 億 | 0.08% | −17,279−16.9% | 減碼 |
| Barclays PLC | 83,056 | $1.65 億 | 0.05% | −19,914−19.3% | 減碼 |
| KBC Group NV | 81,518 | $1.62 億 | 0.35% | −2,874−3.4% | 減碼 |
| Panagora Asset Management Inc | 80,479 | $1.60 億 | 0.49% | +41,736+107.7% | 加碼 |
| California Public Employees Retirement System | 76,914 | $1.52 億 | 0.09% | −1,199−1.5% | 減碼 |
| Vanguard Global Advisers, LLC | 76,547 | $1.52 億 | 0.07% | −1,319−1.7% | 減碼 |
| Renaissance Technologies LLC | 76,160 | $1.51 億 | 0.21% | +19,500+34.4% | 加碼 |
| TimesSquare Capital Management, LLC | 73,834 | $1.46 億 | 2.15% | −134−0.2% | 減碼 |
| Citigroup Inc | 73,764 | $1.46 億 | 0.07% | +43,978+147.6% | 加碼 |
| HSBC Holdings PLC | 71,668 | $1.42 億 | 0.07% | +3,516+5.2% | 加碼 |
| Ieq Capital, LLC | 71,032 | $1.41 億 | 0.65% | −18,833−21.0% | 減碼 |
| Vanguard Asset Management, Ltd | 68,307 | $1.35 億 | 0.09% | +8,101+13.5% | 加碼 |
| National Pension Service | 67,589 | $1.34 億 | 0.09% | −4,128−5.8% | 減碼 |
| BNP Paribas Arbitrage, SA | 67,390 | $1.34 億 | 0.07% | +17,106+34.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 67,126 | $1.33 億 | 0.08% | −653−1.0% | 減碼 |
| Rhumbline Advisers | 65,942 | $1.31 億 | 0.10% | −655−1.0% | 減碼 |
| Clearbridge Investments, LLC | 65,366 | $1.30 億 | 0.11% | −94,595−59.1% | 減碼 |
| Allspring Global Investments Holdings, LLC | 68,056 | $1.27 億 | 0.19% | −56,933−45.6% | 減碼 |
| Envestnet Asset Management Inc | 63,900 | $1.27 億 | 0.03% | −14,452−18.4% | 減碼 |
| Jennison Associates LLC | 63,477 | $1.26 億 | 0.08% | +33,590+112.4% | 加碼 |
| Lazard Asset Management LLC | 61,863 | $1.23 億 | 0.19% | −4,847−7.3% | 減碼 |
| Victory Capital Management Inc | 61,448 | $1.22 億 | 0.07% | −2,610−4.1% | 減碼 |
| Prudential Financial Inc | 60,477 | $1.20 億 | 0.13% | +26,455+77.8% | 加碼 |
| Man Group plc | 53,961 | $1.07 億 | 0.20% | −3,886−6.7% | 減碼 |
| Pictet Asset Management Holding SA | 53,954 | $1.07 億 | 0.10% | +24,815+85.2% | 加碼 |
| Polar Capital Holdings Plc | 53,295 | $1.06 億 | 0.30% | +6,790+14.6% | 加碼 |
| Schroder Investment Management Group | 53,119 | $1.05 億 | 0.07% | +7,286+15.9% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 52,483 | $1.04 億 | 0.27% | +47,716+1,001.0% | 加碼 |
| Bank of Montreal | 52,015 | $1.03 億 | 0.04% | +12,130+30.4% | 加碼 |
| California State Teachers Retirement System | 51,984 | $1.03 億 | 0.09% | −2,292−4.2% | 減碼 |
| LPL Financial LLC | 51,941 | $1.03 億 | 0.02% | +2,281+4.6% | 加碼 |
| Smith Group Asset Management, LLC | 51,773 | $1.03 億 | 4.18% | −7,795−13.1% | 減碼 |
| Macquarie Group Ltd | 51,492 | $1.02 億 | 0.44% | +11,129+27.6% | 加碼 |
| Nomura Asset Management International Inc. | 49,988 | $9,907 萬 | 0.15% | +4,028+8.8% | 加碼 |
| Neuberger Berman Group LLC | 48,630 | $9,638 萬 | 0.06% | +8,292+20.6% | 加碼 |