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 |
|---|---|---|---|---|---|
| Bank of America Corp | 97,968 | $1.94 億 | 0.01% | −31,088−24.1% | 減碼 |
| Castle Hook Partners LP | 98,482 | $1.95 億 | 2.09% | −110,424−52.9% | 減碼 |
| Swiss National Bank | 99,250 | $1.97 億 | 0.10% | −4,230−4.1% | 減碼 |
| Wells Fargo & Company | 103,077 | $2.04 億 | 0.04% | +44,407+75.7% | 加碼 |
| Wellington Management Group LLP | 104,995 | $2.08 億 | 0.04% | +85,821+447.6% | 加碼 |
| AMF Pensionsforsakring AB | 109,590 | $2.17 億 | 1.29% | 00.0% | 不變 |
| Ameriprise Financial Inc | 111,534 | $2.21 億 | 0.04% | −35,764−24.3% | 減碼 |
| Evercore Wealth Management, LLC | 112,392 | $2.23 億 | 3.15% | −21,916−16.3% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 123,032 | $2.44 億 | 0.35% | +43,147+54.0% | 加碼 |
| Temasek Holdings (Private) Ltd | 124,436 | $2.47 億 | 0.68% | +30,080+31.9% | 加碼 |
| Raymond James Financial Inc | 125,815 | $2.49 億 | 0.07% | −9,194−6.8% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 130,833 | $2.59 億 | 0.71% | −111,363−46.0% | 減碼 |
| Voya Investment Management LLC | 138,257 | $2.73 億 | 0.24% | +16,649+13.7% | 加碼 |
| Royal London Asset Management Ltd | 141,047 | $2.80 億 | 0.52% | +2,791+2.0% | 加碼 |
| Capital International Investors | 141,392 | $2.80 億 | 0.06% | −250,439−63.9% | 減碼 |
| WCM Investment Management, LLC | 144,923 | $2.82 億 | 0.51% | +28,225+24.2% | 加碼 |
| Jacobs Levy Equity Management, Inc | 144,823 | $2.87 億 | 1.03% | +48,602+50.5% | 加碼 |
| Nuveen, LLC | 158,900 | $3.15 億 | 0.08% | −29,571−15.7% | 減碼 |
| American Century Companies Inc | 162,875 | $3.23 億 | 0.14% | +111,755+218.6% | 加碼 |
| Royal Bank of Canada | 171,195 | $3.39 億 | 0.06% | +25,000+17.1% | 加碼 |
| Point72 Asset Management, L.P. | 179,727 | $3.56 億 | 0.54% | −39,505−18.0% | 減碼 |
| Bank of New York Mellon Corp | 186,926 | $3.70 億 | 0.06% | −31,269−14.3% | 減碼 |
| Allianz Asset Management GmbH | 187,971 | $3.73 億 | 0.34% | +68,522+57.4% | 加碼 |
| UBS Group AG | 192,295 | $3.81 億 | 0.06% | +1,751+0.9% | 加碼 |
| Legal & General Group Plc | 201,870 | $4.00 億 | 0.08% | +48,091+31.3% | 加碼 |
| Vanguard Fiduciary Trust Co | 201,937 | $4.00 億 | 0.09% | −1,015−0.5% | 減碼 |
| UBS Asset Management Americas Inc | 201,945 | $4.00 億 | 0.07% | +55,938+38.3% | 加碼 |
| Artisan Partners Limited Partnership | 202,113 | $4.01 億 | 0.65% | −6,064−2.9% | 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 |
| Lord, Abbett & Co. LLC | 209,302 | $4.15 億 | 1.19% | −28,345−11.9% | 減碼 |
| Baillie Gifford & Co | 212,655 | $4.21 億 | 0.38% | −12,463−5.5% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 221,703 | $4.39 億 | 0.19% | −31,276−12.4% | 減碼 |
| Massachusetts Financial Services Co | 220,776 | $4.40 億 | 0.14% | +220,548+96,731.6% | 加碼 |
| Franklin Resources Inc | 222,969 | $4.42 億 | 0.10% | +19,581+9.6% | 加碼 |
| Deutsche Bank AG | 223,896 | $4.44 億 | 0.13% | −16,895−7.0% | 減碼 |
| Value Aligned Research Advisors, LLC | 243,607 | $4.83 億 | 2.89% | +29,970+14.0% | 加碼 |
| Goldman Sachs Group Inc | 268,240 | $5.32 億 | 0.06% | +24,193+9.9% | 加碼 |
| Dimensional Fund Advisors LP | 285,445 | $5.66 億 | 0.10% | +5,498+2.0% | 加碼 |
| Amundi | 292,904 | $5.81 億 | 0.14% | +156,069+114.1% | 加碼 |
| Charles Schwab Investment Management Inc | 297,845 | $5.90 億 | 0.08% | +10,110+3.5% | 加碼 |
| Price T Rowe Associates Inc | 324,671 | $6.43 億 | 0.06% | +163,502+101.4% | 加碼 |
| Northern Trust Corp | 340,992 | $6.76 億 | 0.08% | +11,894+3.6% | 加碼 |
| Federated Hermes, Inc. | 341,485 | $6.77 億 | 0.97% | +74,455+27.9% | 加碼 |
| Westfield Capital Management Co LP | 355,433 | $7.04 億 | 2.30% | −265,482−42.8% | 減碼 |
| First Trust Advisors LP | 375,090 | $7.43 億 | 0.44% | −40,796−9.8% | 減碼 |
| Morgan Stanley | 430,085 | $8.52 億 | 0.05% | −30,050−6.5% | 減碼 |
| Norges Bank | 471,564 | $9.35 億 | 0.09% | +471,564 | 新進 |
| Invesco Ltd. | 658,314 | $13.0 億 | 0.10% | +51,734+8.5% | 加碼 |
| Capital World Investors | 720,244 | $14.3 億 | 0.17% | −145,536−16.8% | 減碼 |
| JPMorgan Chase & Co | 838,417 | $16.3 億 | 0.10% | −51,474−5.8% | 減碼 |
| AQR Capital Management LLC | 1,059,017 | $20.8 億 | 0.73% | −57,213−5.1% | 減碼 |
| Geode Capital Management, LLC | 1,151,350 | $22.9 億 | 0.12% | −87,269−7.0% | 減碼 |
| State Street Corp | 1,537,139 | $30.5 億 | 0.09% | +65,260+4.4% | 加碼 |
| FMR LLC | 1,659,799 | $32.9 億 | 0.14% | +210,282+14.5% | 加碼 |
| Vanguard Portfolio Management LLC | 1,866,170 | $37.0 億 | 0.17% | −15,014−0.8% | 減碼 |
| Vanguard Capital Management LLC | 2,297,509 | $45.5 億 | 0.10% | +11,560+0.5% | 加碼 |
| BlackRock, Inc. | 3,397,683 | $67.3 億 | 0.10% | −115,244−3.3% | 減碼 |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −249,385−100.0% | 清倉 |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −26,027−100.0% | 清倉 |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −17,281−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −16,372−100.0% | 清倉 |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −10,855−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −7,947−100.0% | 清倉 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0 | $0 | 0.00% | −7,525−100.0% | 清倉 |
| Benchstone Capital Management LP | 0 | $0 | 0.00% | −6,996−100.0% | 清倉 |
| Jain Global LLC | 0 | $0 | 0.00% | −5,989−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,318−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −5,187−100.0% | 清倉 |
| PDT Partners, LLC | 0 | $0 | 0.00% | −3,818−100.0% | 清倉 |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −2,594−100.0% | 清倉 |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −2,356−100.0% | 清倉 |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −2,281−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −2,079−100.0% | 清倉 |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −1,996−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,768−100.0% | 清倉 |
| Taproot Management LP | 0 | $0 | 0.00% | −1,701−100.0% | 清倉 |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −1,540−100.0% | 清倉 |
| Caldwell Investment Management Ltd. | 0 | $0 | 0.00% | −1,600−100.0% | 清倉 |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −1,393−100.0% | 清倉 |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −1,390−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,251−100.0% | 清倉 |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −1,078−100.0% | 清倉 |
| Pier Capital, LLC | 0 | $0 | 0.00% | −938−100.0% | 清倉 |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −906−100.0% | 清倉 |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −887−100.0% | 清倉 |
| Monolith Management Ltd | 0 | $0 | 0.00% | −880−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −855−100.0% | 清倉 |
| GenTrust, LLC | 0 | $0 | 0.00% | −789−100.0% | 清倉 |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −639−100.0% | 清倉 |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −588−100.0% | 清倉 |
| Parkwood LLC | 0 | $0 | 0.00% | −567−100.0% | 清倉 |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −565−100.0% | 清倉 |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −563−100.0% | 清倉 |
| J2 Capital Management Inc | 0 | $0 | 0.00% | −541−100.0% | 清倉 |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −496−100.0% | 清倉 |
| LRT Capital Management, LLC | 0 | $0 | 0.00% | −442−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −430−100.0% | 清倉 |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −409−100.0% | 清倉 |
| United Capital Management of KS, Inc. | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −380−100.0% | 清倉 |