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 |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 8,262 | $1,637 萬 | 0.09% | −8,331−50.2% | 減碼 |
| Keystone Investors Pte Ltd | 8,302 | $1,645 萬 | 0.88% | +8,302 | 新進 |
| USS Investment Management Ltd | 8,354 | $1,655 萬 | 0.07% | +8,354 | 新進 |
| IFM Investors Pty Ltd | 8,435 | $1,672 萬 | 0.11% | +1,048+14.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 8,613 | $1,707 萬 | 0.04% | +1,333+18.3% | 加碼 |
| DekaBank Deutsche Girozentrale | 12,523 | $1,721 萬 | 0.03% | 00.0% | 不變 |
| California First Leasing Corp | 8,720 | $1,728 萬 | 3.67% | 00.0% | 不變 |
| ASR Vermogensbeheer N.V. | 8,834 | $1,751 萬 | 0.18% | +5,370+155.0% | 加碼 |
| Moore Capital Management, LP | 9,050 | $1,794 萬 | 0.41% | +3,112+52.4% | 加碼 |
| CI Private Wealth, LLC | 9,134 | $1,810 萬 | 0.03% | +3,522+62.8% | 加碼 |
| IMC-Chicago, LLC | 9,346 | $1,852 萬 | 0.17% | +9,346 | 新進 |
| MetLife Investment Management | 9,407 | $1,864 萬 | 0.08% | −383−3.9% | 減碼 |
| JGP Wealth Management, LLC | 9,502 | $1,883 萬 | 1.69% | −20.0% | 減碼 |
| CIBC Asset Management Inc | 9,642 | $1,911 萬 | 0.04% | +1,104+12.9% | 加碼 |
| Retirement Systems of Alabama | 9,808 | $1,944 萬 | 0.06% | −91−0.9% | 減碼 |
| Pinebridge Investments LLC | 9,867 | $1,956 萬 | 0.16% | +5,563+129.3% | 加碼 |
| Xponance, Inc. | 9,924 | $1,967 萬 | 0.12% | +508+5.4% | 加碼 |
| Crown Advisors Management, Inc. | 10,000 | $1,982 萬 | 10.88% | −3,000−23.1% | 減碼 |
| Czech National Bank | 10,003 | $1,983 萬 | 0.11% | +418+4.4% | 加碼 |
| Arizona State Retirement System | 10,088 | $1,999 萬 | 0.10% | +503+5.2% | 加碼 |
| State of Michigan Retirement System | 10,100 | $2,002 萬 | 0.09% | +100+1.0% | 加碼 |
| Oddo BHF Asset Management SAS | 10,163 | $2,014 萬 | 0.93% | +6,025+145.6% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 10,200 | $2,022 萬 | 0.15% | +10,200 | 新進 |
| Lansforsakringar Fondforvaltning AB (publ) | 10,408 | $2,063 萬 | 0.09% | +2,445+30.7% | 加碼 |
| Toronto Dominion Bank | 10,556 | $2,092 萬 | 0.03% | −4,829−31.4% | 減碼 |
| Resona Asset Management Co.,Ltd. | 10,638 | $2,101 萬 | 0.10% | −299−2.7% | 減碼 |
| Moran Wealth Management, LLC | 10,601 | $2,101 萬 | 0.57% | −753−6.6% | 減碼 |
| Van Eck Associates Corp | 10,688 | $2,118 萬 | 0.01% | +1,933+22.1% | 加碼 |
| Andra AP-fonden | 10,983 | $2,177 萬 | 0.25% | −3,030−21.6% | 減碼 |
| Parnassus Investments | 11,091 | $2,198 萬 | 0.06% | +11,091 | 新進 |
| State of New Jersey Common Pension Fund D | 11,365 | $2,252 萬 | 0.08% | −735−6.1% | 減碼 |
| DnB Asset Management AS | 11,577 | $2,295 萬 | 0.06% | +252+2.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 11,644 | $2,308 萬 | 0.07% | +6,668+134.0% | 加碼 |
| Robeco Schweiz AG | 11,799 | $2,339 萬 | 0.38% | −19,675−62.5% | 減碼 |
| Nisa Investment Advisors, LLC | 11,928 | $2,364 萬 | 0.07% | −370−3.0% | 減碼 |
| Trexquant Investment LP | 11,978 | $2,374 萬 | 0.15% | −704−5.6% | 減碼 |
| Investment Management Corp of Ontario | 11,990 | $2,376 萬 | 0.30% | +1,512+14.4% | 加碼 |
| Jones Financial Companies LLLP | 12,880 | $2,388 萬 | 0.01% | +3,715+40.5% | 加碼 |
| BWCP, LP | 12,104 | $2,399 萬 | 3.43% | −9,919−45.0% | 減碼 |
| Pallas Capital Advisors LLC | 12,126 | $2,403 萬 | 0.74% | −1,799−12.9% | 減碼 |
| Public Employees Retirement System of Ohio | 12,175 | $2,413 萬 | 0.07% | −1,330−9.8% | 減碼 |
| Cowa, LLC | 12,439 | $2,465 萬 | 6.18% | +425+3.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 12,491 | $2,476 萬 | 0.12% | +961+8.3% | 加碼 |
| State of Tennessee, Treasury Department | 12,539 | $2,485 萬 | 0.07% | −456−3.5% | 減碼 |
| Nomura Asset Management Co Ltd | 12,691 | $2,515 萬 | 0.05% | +559+4.6% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,811 | $2,539 萬 | 0.18% | −1,567−10.9% | 減碼 |
| Kovitz Investment Group Partners, LLC | 12,840 | $2,545 萬 | 0.56% | −938−6.8% | 減碼 |
| ING Groep NV | 12,921 | $2,561 萬 | 0.13% | +11,382+739.6% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 13,000 | $2,577 萬 | 0.20% | 00.0% | 不變 |
| Tredje AP-fonden | 13,820 | $2,739 萬 | 0.12% | +903+7.0% | 加碼 |
| Hel Ved Capital Management Ltd | 13,990 | $2,773 萬 | 3.91% | +8,420+151.2% | 加碼 |
| Natixis Advisors, L.P. | 14,065 | $2,788 萬 | 0.03% | +1,972+16.3% | 加碼 |
| Public Employees Retirement Association of Colorado | 14,145 | $2,804 萬 | 0.10% | 00.0% | 不變 |
| Zevenbergen Capital Investments LLC | 14,414 | $2,857 萬 | 0.65% | +14,414 | 新進 |
| Ci Investments Inc. | 14,490 | $2,872 萬 | 0.09% | +7,023+94.1% | 加碼 |
| Employees Provident Fund Board | 14,560 | $2,886 萬 | 0.17% | −457−3.0% | 減碼 |
| Strategic Planning Group, LLC | 14,590 | $2,892 萬 | 3.15% | +269+1.9% | 加碼 |
| Nykredit A/S | 14,709 | $2,915 萬 | 0.11% | +14,709 | 新進 |
| Swedbank AB | 14,783 | $2,930 萬 | 0.03% | −889−5.7% | 減碼 |
| CIBC Bancorp USA Inc. | 15,144 | $2,990 萬 | 0.04% | +4,848+47.1% | 加碼 |
| TCW Group Inc | 15,189 | $3,010 萬 | 0.20% | +14,607+2,509.8% | 加碼 |
| E. Ohman J:or Asset Management AB | 15,448 | $3,062 萬 | 0.71% | −2,371−13.3% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 15,550 | $3,082 萬 | 0.15% | +150+1.0% | 加碼 |
| OP Asset Management Ltd | 15,623 | $3,096 萬 | 0.33% | +154+1.0% | 加碼 |
| Advisor Group Holdings, Inc. | 15,672 | $3,107 萬 | 0.04% | −2,903−15.6% | 減碼 |
| Quantinno Capital Management LP | 15,842 | $3,140 萬 | 0.04% | +2,963+23.0% | 加碼 |
| Daiwa Securities Group Inc. | 15,891 | $3,150 萬 | 0.07% | +1,967+14.1% | 加碼 |
| STRS Ohio | 15,932 | $3,158 萬 | 0.12% | +13,000+443.4% | 加碼 |
| Credit Agricole S A | 16,085 | $3,188 萬 | 0.08% | −3,334−17.2% | 減碼 |
| Peterson Wealth Services | 16,094 | $3,190 萬 | 6.95% | −276−1.7% | 減碼 |
| Swiss Life Asset Management Ltd | 16,368 | $3,244 萬 | 0.13% | +2,575+18.7% | 加碼 |
| Treasurer of the State of North Carolina | 16,779 | $3,326 萬 | 0.09% | +1,886+12.7% | 加碼 |
| Mediolanum International Funds Ltd | 17,079 | $3,328 萬 | 0.29% | +1,094+6.8% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 16,989 | $3,367 萬 | 0.09% | −363−2.1% | 減碼 |
| Eventide Asset Management, LLC | 17,370 | $3,440 萬 | 0.46% | +8,563+97.2% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 17,475 | $3,463 萬 | 0.07% | +3,829+28.1% | 加碼 |
| Coatue Management LLC大師Coatue | 17,793 | $3,526 萬 | 0.07% | +17,793 | 新進 |
| KLP Kapitalforvaltning AS | 17,800 | $3,528 萬 | 0.11% | +1,400+8.5% | 加碼 |
| Truist Financial Corp | 17,833 | $3,534 萬 | 0.04% | −9,914−35.7% | 減碼 |
| Vanguard Investments Australia, Ltd. | 17,957 | $3,559 萬 | 0.09% | +327+1.9% | 加碼 |
| Wealth High Governance Asset Management Ltda. | 18,096 | $3,587 萬 | 3.82% | −7,881−30.3% | 減碼 |
| Great West Life Assurance Co | 18,540 | $3,669 萬 | 0.06% | +2,624+16.5% | 加碼 |
| Captrust Financial Advisors | 18,634 | $3,693 萬 | 0.06% | +1,165+6.7% | 加碼 |
| Bessemer Group Inc | 19,083 | $3,782 萬 | 0.05% | −3,109−14.0% | 減碼 |
| Fred Alger Management, LLC | 19,257 | $3,817 萬 | 0.13% | −1,307−6.4% | 減碼 |
| Artemis Investment Management LLP | 19,556 | $3,876 萬 | 0.35% | −17,043−46.6% | 減碼 |
| Zurich Insurance Group Ltd | 19,777 | $3,920 萬 | 0.27% | −7,163−26.6% | 減碼 |
| Renaissance Group LLC | 19,928 | $3,950 萬 | 1.60% | −9,446−32.2% | 減碼 |
| Navellier & Associates Inc | 20,358 | $4,035 萬 | 3.20% | +556+2.8% | 加碼 |
| Mackenzie Financial Corp | 20,665 | $4,096 萬 | 0.04% | +2,435+13.4% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 25,634 | $4,113 萬 | 0.07% | −94−0.4% | 減碼 |
| Goodlander Investment Management, LLC | 21,000 | $4,162 萬 | 12.56% | +9,000+75.0% | 加碼 |
| Summit Partners Public Asset Management, LLC | 21,000 | $4,162 萬 | 1.08% | +11,000+110.0% | 加碼 |
| SEB Asset Management AB | 21,130 | $4,188 萬 | 0.16% | +4,651+28.2% | 加碼 |
| State of Wisconsin Investment Board | 21,202 | $4,202 萬 | 0.08% | −3,324−13.6% | 減碼 |
| Mercer Global Advisors Inc | 21,279 | $4,217 萬 | 0.05% | +2,524+13.5% | 加碼 |
| Handelsbanken Fonder AB | 21,390 | $4,239 萬 | 0.12% | +1,357+6.8% | 加碼 |
| Stifel Financial Corp | 21,919 | $4,344 萬 | 0.04% | −3,352−13.3% | 減碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 22,724 | $4,504 萬 | 0.64% | −1,138−4.8% | 減碼 |
| Candriam Luxembourg S.C.A. | 23,255 | $4,605 萬 | 0.21% | −3,821−14.1% | 減碼 |