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 |
|---|---|---|---|---|---|
| MUFG Securities EMEA plc | 1,378 | $273.1 萬 | 0.03% | −1,065−43.6% | 減碼 |
| Westco Advisory Services Inc | 1,390 | $275.5 萬 | 1.66% | −90−6.1% | 減碼 |
| Davenport & Co LLC | 1,393 | $276.2 萬 | 0.01% | +88+6.7% | 加碼 |
| Harbour Investments, Inc. | 1,399 | $277.3 萬 | 0.04% | +257+22.5% | 加碼 |
| Argos Wealth Advisors, LLC | 1,400 | $277.5 萬 | 0.73% | 00.0% | 不變 |
| Soltis Investment Advisors LLC | 1,413 | $280.1 萬 | 0.16% | +138+10.8% | 加碼 |
| South Dakota Investment Council | 1,414 | $280.2 萬 | 0.05% | −5,516−79.6% | 減碼 |
| Raiffeisen Bank International AG | 1,448 | $282.2 萬 | 0.03% | −304−17.4% | 減碼 |
| GAMMA Investing LLC | 1,435 | $284.4 萬 | 0.11% | +80+5.9% | 加碼 |
| Gsa Capital Partners LLP | 1,444 | $286.2 萬 | 0.18% | +101+7.5% | 加碼 |
| Braeburn Wealth Management LLC | 1,459 | $289.3 萬 | 1.24% | +47+3.3% | 加碼 |
| Systematic Financial Management LP | 1,462 | $289.7 萬 | 0.06% | −28,717−95.2% | 減碼 |
| Catalyst Funds Management Pty Ltd | 1,470 | $291.3 萬 | 0.16% | +1,470 | 新進 |
| Proficio Capital Partners LLC | 1,479 | $293.1 萬 | 0.11% | +1,118+309.7% | 加碼 |
| O'Neil Global Advisors, Inc. | 1,479 | $293.1 萬 | 0.66% | +1,479 | 新進 |
| Triglav Skladi, D.O.O. | 1,503 | $297.9 萬 | 0.16% | +803+114.7% | 加碼 |
| EverSource Wealth Advisors, LLC | 1,503 | $298.0 萬 | 0.10% | −228−13.2% | 減碼 |
| Banco Santander, S.A. | 1,568 | $310.8 萬 | 0.02% | −5,967−79.2% | 減碼 |
| Caxton Associates LLP | 1,580 | $313.1 萬 | 0.06% | +1,429+946.4% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 1,597 | $316.5 萬 | 0.10% | +141+9.7% | 加碼 |
| Highland Capital Management, LLC | 1,599 | $316.9 萬 | 0.15% | +21+1.3% | 加碼 |
| TFR Capital, LLC. | 1,607 | $318.5 萬 | 0.90% | −271−14.4% | 減碼 |
| Hilltop Holdings Inc. | 1,622 | $321.5 萬 | 0.26% | +50+3.2% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 1,630 | $323.1 萬 | 0.12% | −35−2.1% | 減碼 |
| Paragon Advisors, LLC | 1,632 | $323.5 萬 | 0.68% | −323−16.5% | 減碼 |
| Segment Wealth Management, LLC | 1,636 | $324.2 萬 | 0.17% | 00.0% | 不變 |
| GLR Partners, LLC | 1,637 | $324.4 萬 | 1.51% | −37−2.2% | 減碼 |
| Alps Advisors Inc | 1,667 | $330.4 萬 | 0.02% | +316+23.4% | 加碼 |
| Waddell & Associates, LLC | 1,669 | $330.8 萬 | 0.16% | +32+2.0% | 加碼 |
| Wakefield Asset Management LLLP | 1,681 | $333.2 萬 | 0.75% | −18−1.1% | 減碼 |
| Moors & Cabot, Inc. | 1,690 | $334.9 萬 | 0.13% | −381−18.4% | 減碼 |
| New Mexico Educational Retirement Board | 1,700 | $336.9 萬 | 0.08% | +100+6.3% | 加碼 |
| Storgate, LLC | 1,714 | $339.7 萬 | 0.70% | +976+132.2% | 加碼 |
| RMB Capital Management, LLC | 1,731 | $343.1 萬 | 0.05% | +9+0.5% | 加碼 |
| Coldstream Capital Management Inc | 1,735 | $343.9 萬 | 0.04% | −46−2.6% | 減碼 |
| Sterling Capital Management LLC | 1,749 | $346.6 萬 | 0.06% | +224+14.7% | 加碼 |
| Strategic Blueprint, LLC | 1,783 | $353.4 萬 | 0.18% | −112−5.9% | 減碼 |
| Louisiana State Employees Retirement System | 1,800 | $356.8 萬 | 0.05% | 00.0% | 不變 |
| Penserra Capital Management LLC | 1,802 | $357.1 萬 | 0.03% | −325−15.3% | 減碼 |
| Katamaran Capital LLP | 1,807 | $358.1 萬 | 3.06% | +458+34.0% | 加碼 |
| Oppenheimer Asset Management Inc. | 1,824 | $361.5 萬 | 0.04% | −403−18.1% | 減碼 |
| Union Bancaire Privee, UBP SA | 2,306 | $363.3 萬 | 0.06% | −1,277−35.6% | 減碼 |
| Maryland State Retirement & Pension System | 1,855 | $367.7 萬 | 0.06% | +133+7.7% | 加碼 |
| Bosman Wealth Management, LLC | 1,859 | $368.4 萬 | 2.29% | −68−3.5% | 減碼 |
| Level Four Advisory Services, LLC | 1,863 | $369.4 萬 | 0.10% | −736−28.3% | 減碼 |
| Kane Investment Management, Inc. | 1,873 | $371.2 萬 | 1.58% | −106−5.4% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 1,884 | $373.3 萬 | 0.04% | +169+9.9% | 加碼 |
| Edgestream Partners, L.P. | 1,887 | $374.0 萬 | 0.11% | −3,051−61.8% | 減碼 |
| Ameritas Advisory Services, LLC | 1,893 | $375.2 萬 | 0.08% | +1,893 | 新進 |
| CVFG LLC | 1,910 | $378.6 萬 | 0.40% | 00.0% | 不變 |
| Mission Wealth Management, LP | 1,914 | $379.3 萬 | 0.05% | +1,396+269.5% | 加碼 |
| Manchester Financial Inc | 1,926 | $381.7 萬 | 0.68% | −176−8.4% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 1,930 | $382.5 萬 | 0.38% | −190−9.0% | 減碼 |
| QRG Capital Management, Inc. | 1,938 | $384.1 萬 | 0.03% | +60+3.2% | 加碼 |
| Hartford Investment Management Co | 1,941 | $384.7 萬 | 0.11% | −67−3.3% | 減碼 |
| Gallo Partners, LP | 1,949 | $386.3 萬 | 8.57% | +337+20.9% | 加碼 |
| Eurizon SLJ Capital Ltd | 1,957 | $387.9 萬 | 1.43% | +1,957 | 新進 |
| NorthCrest Asset Manangement, LLC | 2,180 | $388.4 萬 | 0.10% | +113+5.5% | 加碼 |
| Banque Cantonale Vaudoise | 1,993 | $395.0 萬 | 0.15% | +250+14.3% | 加碼 |
| 4D Advisors, LLC | 2,000 | $396.4 萬 | 1.52% | −2,000−50.0% | 減碼 |
| Cumberland Partners Ltd | 2,000 | $396.4 萬 | 0.26% | 00.0% | 不變 |
| Hancock Whitney Corp | 2,021 | $400.6 萬 | 0.07% | −849−29.6% | 減碼 |
| Seeds Investor LLC | 2,055 | $407.4 萬 | 0.42% | +1,809+735.4% | 加碼 |
| Sumitomo Life Insurance Co | 2,060 | $408.3 萬 | 0.07% | −493−19.3% | 減碼 |
| Steel Peak Wealth Management LLC | 2,062 | $408.7 萬 | 0.11% | −150−6.8% | 減碼 |
| Chicago Partners Investment Group LLC | 2,237 | $409.7 萬 | 0.08% | +30+1.4% | 加碼 |
| Convergence Investment Partners, LLC | 2,076 | $411.5 萬 | 0.39% | +462+28.6% | 加碼 |
| Evolve Private Wealth, LLC | 2,103 | $416.8 萬 | 0.25% | −75−3.4% | 減碼 |
| J.W. Cole Advisors, Inc. | 2,143 | $424.7 萬 | 0.07% | +2,143 | 新進 |
| Venture Visionary Partners LLC | 2,161 | $428.3 萬 | 0.12% | −54−2.4% | 減碼 |
| Lifestyle Asset Management, Inc. | 2,170 | $430.1 萬 | 1.16% | −605−21.8% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 2,197 | $435.4 萬 | 0.01% | −12,017−84.5% | 減碼 |
| Norinchukin Bank, The | 2,200 | $436.0 萬 | 0.04% | −51−2.3% | 減碼 |
| Jefferies Financial Group Inc. | 2,205 | $437.0 萬 | 0.04% | +567+34.6% | 加碼 |
| Engineers Gate Manager LP | 2,219 | $439.8 萬 | 0.06% | −4,830−68.5% | 減碼 |
| Mezzasalma Advisors, LLC | 2,223 | $440.6 萬 | 0.88% | +245+12.4% | 加碼 |
| Vestcor Inc | 2,234 | $442.8 萬 | 0.11% | 00.0% | 不變 |
| Diametric Capital, LP | 2,247 | $445.3 萬 | 0.47% | +1,304+138.3% | 加碼 |
| Shaker Investments LLC | 2,271 | $450.1 萬 | 1.62% | −24−1.0% | 減碼 |
| Baader Bank INC | 2,283 | $452.5 萬 | 0.37% | +876+62.3% | 加碼 |
| Silver Oak Securities, Inc | 2,285 | $452.8 萬 | 0.27% | +181+8.6% | 加碼 |
| Blackhawk Capital Partners LLC. | 2,288 | $453.5 萬 | 1.48% | −1,096−32.4% | 減碼 |
| Natixis | 2,294 | $454.7 萬 | 0.02% | −7,460−76.5% | 減碼 |
| VMS Asset Management Limited | 2,306 | $457.0 萬 | 1.45% | −3,297−58.8% | 減碼 |
| Vise Technologies, Inc. | 2,313 | $458.4 萬 | 0.05% | +1,561+207.6% | 加碼 |
| Tortoise Capital Advisors, L.L.C. | 2,320 | $459.8 萬 | 0.05% | +2,320 | 新進 |
| Assetmark, Inc | 2,332 | $462.2 萬 | 0.01% | −245−9.5% | 減碼 |
| Patton Fund Management, Inc. | 2,353 | $466.4 萬 | 1.01% | −1,057−31.0% | 減碼 |
| Dedeker Financial LLC | 2,383 | $472.1 萬 | 2.68% | −284−10.6% | 減碼 |
| Rothschild Investment LLC | 2,390 | $473.7 萬 | 0.18% | +1,187+98.7% | 加碼 |
| Plato Investment Management Ltd | 2,412 | $475.3 萬 | 0.27% | +85+3.7% | 加碼 |
| Engle Capital Management, L.P. | 2,417 | $479.0 萬 | 1.32% | −5,983−71.2% | 減碼 |
| Allworth Financial LP | 2,444 | $484.3 萬 | 0.02% | −506−17.2% | 減碼 |
| Altshuler Shaham Ltd | 2,461 | $487.8 萬 | 0.06% | +695+39.4% | 加碼 |
| Saudi Central Bank | 2,463 | $488.2 萬 | 0.06% | +1,161+89.2% | 加碼 |
| Virtue Capital Management, LLC | 2,472 | $489.9 萬 | 0.65% | +2,472 | 新進 |
| Prakash Investment Advisors LLC | 2,500 | $495.5 萬 | 3.07% | +600+31.6% | 加碼 |
| New Age Alpha Advisors, LLC | 2,506 | $496.7 萬 | 0.21% | −39−1.5% | 減碼 |
| Harvest Investment Services, LLC | 2,507 | $496.9 萬 | 0.77% | +1,757+234.3% | 加碼 |
| Squarepoint Ops LLC | 2,525 | $500.4 萬 | 0.01% | −64,191−96.2% | 減碼 |