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 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 +30.5 萬 (+0.9%)
- 總市值
- $646.2 億
- 較 2026 年第 1 季 +$202.2 億 (+45.5%)
- 新進機構
- 245
- 另有 498 家加碼
- 清倉機構
- 80
- 另有 490 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 | $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 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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 23,817 | $4,720 萬 | 0.04% | −265−1.1% | 減碼 |
| Worldquant Millennium Advisors LLC | 24,023 | $4,761 萬 | 0.16% | +7,181+42.6% | 加碼 |
| Asset Management One Co.,Ltd. | 24,290 | $4,814 萬 | 0.12% | −7,858−24.4% | 減碼 |
| National Bank of Canada | 25,198 | $4,994 萬 | 0.04% | −5,478−17.9% | 減碼 |
| TD Asset Management Inc | 25,332 | $5,021 萬 | 0.04% | +1,798+7.6% | 加碼 |
| Vinva Investment Management Ltd | 26,103 | $5,087 萬 | 0.34% | +16,746+179.0% | 加碼 |
| Congress Asset Management Co | 25,704 | $5,094 萬 | 0.31% | −29,488−53.4% | 減碼 |
| Teacher Retirement System of Texas | 26,973 | $5,346 萬 | 0.14% | −5,591−17.2% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 27,294 | $5,410 萬 | 0.12% | +1,537+6.0% | 加碼 |
| EULAV Asset Management | 27,604 | $5,471 萬 | 1.75% | −9,504−25.6% | 減碼 |
| Cetera Investment Advisers | 27,940 | $5,538 萬 | 0.05% | −60.0% | 減碼 |
| Susquehanna International Group, LLP | 28,310 | $5,611 萬 | 0.05% | +19,338+215.5% | 加碼 |
| Alliancebernstein L.P. | 40,830 | $5,630 萬 | 0.02% | −108,131−72.6% | 減碼 |
| Empowered Funds, LLC | 28,872 | $5,722 萬 | 0.30% | −6,639−18.7% | 減碼 |
| Ensign Peak Advisors, Inc | 28,968 | $5,741 萬 | 0.09% | +574+2.0% | 加碼 |
| New York State Teachers Retirement System | 29,025 | $5,753 萬 | 0.11% | −1,640−5.3% | 減碼 |
| PFA Pension, Forsikringsaktieselskab | 29,238 | $5,795 萬 | 0.15% | +5,949+25.5% | 加碼 |
| Qube Research & Technologies Ltd | 29,369 | $5,821 萬 | 0.06% | +27,356+1,359.0% | 加碼 |
| SG Americas Securities, LLC | 29,829 | $5,912 萬 | 0.03% | −123,629−80.6% | 減碼 |
| Munro Partners | 30,230 | $5,991 萬 | 1.36% | +9,526+46.0% | 加碼 |
| Assenagon Asset Management S.A. | 31,013 | $6,147 萬 | 0.08% | +15,855+104.6% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 31,300 | $6,204 萬 | 0.09% | +2,716+9.5% | 加碼 |
| Driehaus Capital Management LLC | 31,499 | $6,243 萬 | 0.36% | −9,606−23.4% | 減碼 |
| Aviva PLC | 31,554 | $6,254 萬 | 0.09% | +764+2.5% | 加碼 |
| Danske Bank A/S | 31,664 | $6,276 萬 | 0.13% | −4,248−11.8% | 減碼 |
| State Board of Administration of Florida Retirement System | 32,800 | $6,501 萬 | 0.11% | +641+2.0% | 加碼 |
| New York State Common Retirement Fund | 32,844 | $6,510 萬 | 0.08% | −1,850−5.3% | 減碼 |
| Canada Pension Plan Investment Board | 32,880 | $6,517 萬 | 0.04% | −727−2.2% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 32,949 | $6,530 萬 | 0.52% | +3,005+10.0% | 加碼 |
| Virginia Retirement Systems Et Al | 33,856 | $6,710 萬 | 0.40% | +33,045+4,074.6% | 加碼 |
| FIL Ltd | 33,879 | $6,715 萬 | 0.05% | +7,812+30.0% | 加碼 |
| HRT Financial LP | 34,217 | $6,782 萬 | 0.12% | +28,558+504.6% | 加碼 |
| Creative Planning | 34,488 | $6,835 萬 | 0.04% | +2,144+6.6% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 34,967 | $6,930 萬 | 0.11% | +6,060+21.0% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 36,128 | $7,160 萬 | 0.07% | −20−0.1% | 減碼 |
| Robeco Institutional Asset Management B.V. | 36,417 | $7,218 萬 | 0.09% | +12,880+54.7% | 加碼 |
| Millennium Management LLC | 36,443 | $7,223 萬 | 0.05% | −66,870−64.7% | 減碼 |
| Merewether Investment Management, LP | 36,660 | $7,266 萬 | 1.37% | +14,309+64.0% | 加碼 |
| CIBC World Markets Inc. | 38,022 | $7,536 萬 | 0.13% | +5,357+16.4% | 加碼 |
| SEI Investments Co | 38,034 | $7,538 萬 | 0.07% | −32,712−46.2% | 減碼 |
| Toroso Investments, LLC | 38,036 | $7,539 萬 | 0.18% | +836+2.2% | 加碼 |
| Vontobel Holding Ltd. | 38,212 | $7,573 萬 | 0.25% | +36,324+1,923.9% | 加碼 |
| Los Angeles Capital Management LLC | 38,545 | $7,639 萬 | 0.28% | +14,821+62.5% | 加碼 |
| Cerity Partners LLC | 40,591 | $8,045 萬 | 0.10% | −4,945−10.9% | 減碼 |
| Balyasny Asset Management LLC | 40,771 | $8,081 萬 | 0.15% | +34,843+587.8% | 加碼 |
| Colony Group, LLC | 41,046 | $8,135 萬 | 0.08% | +4,858+13.4% | 加碼 |
| Nordea Investment Management AB | 41,406 | $8,191 萬 | 0.07% | +28,721+226.4% | 加碼 |
| GW&K Investment Management, LLC | 43,819 | $8,686 萬 | 0.68% | −51,855−54.2% | 減碼 |
| Fiera Capital Corp | 43,884 | $8,698 萬 | 0.32% | −33,008−42.9% | 減碼 |
| Mariner, LLC | 44,794 | $8,877 萬 | 0.09% | −92−0.2% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 45,608 | $9,039 萬 | 0.28% | −12,385−21.4% | 減碼 |
| Gotham Asset Management, LLC | 46,105 | $9,138 萬 | 0.21% | −2,716−5.6% | 減碼 |
| Korea Investment CORP | 46,407 | $9,198 萬 | 0.17% | +3,311+7.7% | 加碼 |
| Acadian Asset Management LLC | 46,712 | $9,256 萬 | 0.11% | +11,754+33.6% | 加碼 |
| Citadel Advisors LLC | 46,859 | $9,287 萬 | 0.05% | +22,564+92.9% | 加碼 |
| Storebrand Asset Management AS | 48,029 | $9,519 萬 | 0.23% | −16,484−25.6% | 減碼 |
| Bridgewater Associates, LP | 48,506 | $9,614 萬 | 0.39% | −37,956−43.9% | 減碼 |
| Neuberger Berman Group LLC | 48,630 | $9,638 萬 | 0.06% | +8,292+20.6% | 加碼 |
| Nomura Asset Management International Inc. | 49,988 | $9,907 萬 | 0.15% | +4,028+8.8% | 加碼 |
| Macquarie Group Ltd | 51,492 | $1.02 億 | 0.44% | +11,129+27.6% | 加碼 |
| Smith Group Asset Management, LLC | 51,773 | $1.03 億 | 4.18% | −7,795−13.1% | 減碼 |
| LPL Financial LLC | 51,941 | $1.03 億 | 0.02% | +2,281+4.6% | 加碼 |
| California State Teachers Retirement System | 51,984 | $1.03 億 | 0.09% | −2,292−4.2% | 減碼 |
| Bank of Montreal | 52,015 | $1.03 億 | 0.04% | +12,130+30.4% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 52,483 | $1.04 億 | 0.27% | +47,716+1,001.0% | 加碼 |
| Schroder Investment Management Group | 53,119 | $1.05 億 | 0.07% | +7,286+15.9% | 加碼 |
| Polar Capital Holdings Plc | 53,295 | $1.06 億 | 0.30% | +6,790+14.6% | 加碼 |
| Pictet Asset Management Holding SA | 53,954 | $1.07 億 | 0.10% | +24,815+85.2% | 加碼 |
| Man Group plc | 53,961 | $1.07 億 | 0.20% | −3,886−6.7% | 減碼 |
| Prudential Financial Inc | 60,477 | $1.20 億 | 0.13% | +26,455+77.8% | 加碼 |
| Victory Capital Management Inc | 61,448 | $1.22 億 | 0.07% | −2,610−4.1% | 減碼 |
| Lazard Asset Management LLC | 61,863 | $1.23 億 | 0.19% | −4,847−7.3% | 減碼 |
| Jennison Associates LLC | 63,477 | $1.26 億 | 0.08% | +33,590+112.4% | 加碼 |
| Envestnet Asset Management Inc | 63,900 | $1.27 億 | 0.03% | −14,452−18.4% | 減碼 |
| Allspring Global Investments Holdings, LLC | 68,056 | $1.27 億 | 0.19% | −56,933−45.6% | 減碼 |
| Clearbridge Investments, LLC | 65,366 | $1.30 億 | 0.11% | −94,595−59.1% | 減碼 |
| Rhumbline Advisers | 65,942 | $1.31 億 | 0.10% | −655−1.0% | 減碼 |
| D. E. Shaw & Co., Inc. | 67,126 | $1.33 億 | 0.08% | −653−1.0% | 減碼 |
| BNP Paribas Arbitrage, SA | 67,390 | $1.34 億 | 0.07% | +17,106+34.0% | 加碼 |
| National Pension Service | 67,589 | $1.34 億 | 0.09% | −4,128−5.8% | 減碼 |
| Vanguard Asset Management, Ltd | 68,307 | $1.35 億 | 0.09% | +8,101+13.5% | 加碼 |
| Ieq Capital, LLC | 71,032 | $1.41 億 | 0.65% | −18,833−21.0% | 減碼 |
| HSBC Holdings PLC | 71,668 | $1.42 億 | 0.07% | +3,516+5.2% | 加碼 |
| Citigroup Inc | 73,764 | $1.46 億 | 0.07% | +43,978+147.6% | 加碼 |
| TimesSquare Capital Management, LLC | 73,834 | $1.46 億 | 2.15% | −134−0.2% | 減碼 |
| Renaissance Technologies LLC | 76,160 | $1.51 億 | 0.21% | +19,500+34.4% | 加碼 |
| Vanguard Global Advisers, LLC | 76,547 | $1.52 億 | 0.07% | −1,319−1.7% | 減碼 |
| California Public Employees Retirement System | 76,914 | $1.52 億 | 0.09% | −1,199−1.5% | 減碼 |
| Panagora Asset Management Inc | 80,479 | $1.60 億 | 0.49% | +41,736+107.7% | 加碼 |
| KBC Group NV | 81,518 | $1.62 億 | 0.35% | −2,874−3.4% | 減碼 |
| Barclays PLC | 83,056 | $1.65 億 | 0.05% | −19,914−19.3% | 減碼 |
| Principal Financial Group Inc | 84,870 | $1.68 億 | 0.08% | −17,279−16.9% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 85,034 | $1.69 億 | 0.10% | +2,861+3.5% | 加碼 |
| AustralianSuper Pty Ltd | 86,175 | $1.71 億 | 0.74% | +38,684+81.5% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 86,222 | $1.71 億 | 0.09% | +6,641+8.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 86,899 | $1.72 億 | 0.33% | −27,342−23.9% | 減碼 |
| SRS Capital Advisors, Inc. | 91,674 | $1.82 億 | 1.21% | +91,127+16,659.4% | 加碼 |
| Jupiter Topco LLC | 93,950 | $1.86 億 | 0.08% | +93,950 | 新進 |
| Russell Investments Group, Ltd. | 95,718 | $1.90 億 | 0.17% | −4,169−4.2% | 減碼 |
| Capital Research Global Investors | 95,976 | $1.90 億 | 0.03% | −57,663−37.5% | 減碼 |