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 +30.3 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 | $646.2 億 |
| 2026 年第 1 季 | 1,206 | $446.4 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 |
|---|---|---|---|---|---|
| Bridgewater Associates, LP | 48,506 | $9,614 萬 | 0.39% | −37,956−43.9% | 減碼 |
| Storebrand Asset Management AS | 48,029 | $9,519 萬 | 0.23% | −16,484−25.6% | 減碼 |
| Citadel Advisors LLC | 46,859 | $9,287 萬 | 0.05% | +22,564+92.9% | 加碼 |
| Acadian Asset Management LLC | 46,712 | $9,256 萬 | 0.11% | +11,754+33.6% | 加碼 |
| Korea Investment CORP | 46,407 | $9,198 萬 | 0.17% | +3,311+7.7% | 加碼 |
| Gotham Asset Management, LLC | 46,105 | $9,138 萬 | 0.21% | −2,716−5.6% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 45,608 | $9,039 萬 | 0.28% | −12,385−21.4% | 減碼 |
| Mariner, LLC | 44,794 | $8,877 萬 | 0.09% | −92−0.2% | 減碼 |
| Fiera Capital Corp | 43,884 | $8,698 萬 | 0.32% | −33,008−42.9% | 減碼 |
| GW&K Investment Management, LLC | 43,819 | $8,686 萬 | 0.68% | −51,855−54.2% | 減碼 |
| Nordea Investment Management AB | 41,406 | $8,191 萬 | 0.07% | +28,721+226.4% | 加碼 |
| Colony Group, LLC | 41,046 | $8,135 萬 | 0.08% | +4,858+13.4% | 加碼 |
| Balyasny Asset Management LLC | 40,771 | $8,081 萬 | 0.15% | +34,843+587.8% | 加碼 |
| Cerity Partners LLC | 40,591 | $8,045 萬 | 0.10% | −4,945−10.9% | 減碼 |
| Los Angeles Capital Management LLC | 38,545 | $7,639 萬 | 0.28% | +14,821+62.5% | 加碼 |
| Vontobel Holding Ltd. | 38,212 | $7,573 萬 | 0.25% | +36,324+1,923.9% | 加碼 |
| Toroso Investments, LLC | 38,036 | $7,539 萬 | 0.18% | +836+2.2% | 加碼 |
| SEI Investments Co | 38,034 | $7,538 萬 | 0.07% | −32,712−46.2% | 減碼 |
| CIBC World Markets Inc. | 38,022 | $7,536 萬 | 0.13% | +5,357+16.4% | 加碼 |
| Merewether Investment Management, LP | 36,660 | $7,266 萬 | 1.37% | +14,309+64.0% | 加碼 |
| Millennium Management LLC | 36,443 | $7,223 萬 | 0.05% | −66,870−64.7% | 減碼 |
| Robeco Institutional Asset Management B.V. | 36,417 | $7,218 萬 | 0.09% | +12,880+54.7% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 36,128 | $7,160 萬 | 0.07% | −20−0.1% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 34,967 | $6,930 萬 | 0.11% | +6,060+21.0% | 加碼 |
| Creative Planning | 34,488 | $6,835 萬 | 0.04% | +2,144+6.6% | 加碼 |
| HRT Financial LP | 34,217 | $6,782 萬 | 0.12% | +28,558+504.6% | 加碼 |
| FIL Ltd | 33,879 | $6,715 萬 | 0.05% | +7,812+30.0% | 加碼 |
| Virginia Retirement Systems Et Al | 33,856 | $6,710 萬 | 0.40% | +33,045+4,074.6% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 32,949 | $6,530 萬 | 0.52% | +3,005+10.0% | 加碼 |
| Canada Pension Plan Investment Board | 32,880 | $6,517 萬 | 0.04% | −727−2.2% | 減碼 |
| New York State Common Retirement Fund | 32,844 | $6,510 萬 | 0.08% | −1,850−5.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 32,800 | $6,501 萬 | 0.11% | +641+2.0% | 加碼 |
| Danske Bank A/S | 31,664 | $6,276 萬 | 0.13% | −4,248−11.8% | 減碼 |
| Aviva PLC | 31,554 | $6,254 萬 | 0.09% | +764+2.5% | 加碼 |
| Driehaus Capital Management LLC | 31,499 | $6,243 萬 | 0.36% | −9,606−23.4% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 31,300 | $6,204 萬 | 0.09% | +2,716+9.5% | 加碼 |
| Assenagon Asset Management S.A. | 31,013 | $6,147 萬 | 0.08% | +15,855+104.6% | 加碼 |
| Munro Partners | 30,230 | $5,991 萬 | 1.36% | +9,526+46.0% | 加碼 |
| SG Americas Securities, LLC | 29,829 | $5,912 萬 | 0.03% | −123,629−80.6% | 減碼 |
| Qube Research & Technologies Ltd | 29,369 | $5,821 萬 | 0.06% | +27,356+1,359.0% | 加碼 |
| PFA Pension, Forsikringsaktieselskab | 29,238 | $5,795 萬 | 0.15% | +5,949+25.5% | 加碼 |
| New York State Teachers Retirement System | 29,025 | $5,753 萬 | 0.11% | −1,640−5.3% | 減碼 |
| Ensign Peak Advisors, Inc | 28,968 | $5,741 萬 | 0.09% | +574+2.0% | 加碼 |
| Empowered Funds, LLC | 28,872 | $5,722 萬 | 0.30% | −6,639−18.7% | 減碼 |
| Alliancebernstein L.P. | 40,830 | $5,630 萬 | 0.02% | −108,131−72.6% | 減碼 |
| Susquehanna International Group, LLP | 28,310 | $5,611 萬 | 0.05% | +19,338+215.5% | 加碼 |
| Cetera Investment Advisers | 27,940 | $5,538 萬 | 0.05% | −60.0% | 減碼 |
| EULAV Asset Management | 27,604 | $5,471 萬 | 1.75% | −9,504−25.6% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 27,294 | $5,410 萬 | 0.12% | +1,537+6.0% | 加碼 |
| Teacher Retirement System of Texas | 26,973 | $5,346 萬 | 0.14% | −5,591−17.2% | 減碼 |
| Congress Asset Management Co | 25,704 | $5,094 萬 | 0.31% | −29,488−53.4% | 減碼 |
| Vinva Investment Management Ltd | 26,103 | $5,087 萬 | 0.34% | +16,746+179.0% | 加碼 |
| TD Asset Management Inc | 25,332 | $5,021 萬 | 0.04% | +1,798+7.6% | 加碼 |
| National Bank of Canada | 25,198 | $4,994 萬 | 0.04% | −5,478−17.9% | 減碼 |
| Asset Management One Co.,Ltd. | 24,290 | $4,814 萬 | 0.12% | −7,858−24.4% | 減碼 |
| Worldquant Millennium Advisors LLC | 24,023 | $4,761 萬 | 0.16% | +7,181+42.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 23,817 | $4,720 萬 | 0.04% | −265−1.1% | 減碼 |
| Candriam Luxembourg S.C.A. | 23,255 | $4,605 萬 | 0.21% | −3,821−14.1% | 減碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 22,724 | $4,504 萬 | 0.64% | −1,138−4.8% | 減碼 |
| Stifel Financial Corp | 21,919 | $4,344 萬 | 0.04% | −3,352−13.3% | 減碼 |
| Handelsbanken Fonder AB | 21,390 | $4,239 萬 | 0.12% | +1,357+6.8% | 加碼 |
| Mercer Global Advisors Inc | 21,279 | $4,217 萬 | 0.05% | +2,524+13.5% | 加碼 |
| State of Wisconsin Investment Board | 21,202 | $4,202 萬 | 0.08% | −3,324−13.6% | 減碼 |
| SEB Asset Management AB | 21,130 | $4,188 萬 | 0.16% | +4,651+28.2% | 加碼 |
| 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 |
| Wealth Enhancement Advisory Services, LLC | 25,634 | $4,113 萬 | 0.07% | −94−0.4% | 減碼 |
| Mackenzie Financial Corp | 20,665 | $4,096 萬 | 0.04% | +2,435+13.4% | 加碼 |
| Navellier & Associates Inc | 20,358 | $4,035 萬 | 3.20% | +556+2.8% | 加碼 |
| Renaissance Group LLC | 19,928 | $3,950 萬 | 1.60% | −9,446−32.2% | 減碼 |
| Zurich Insurance Group Ltd | 19,777 | $3,920 萬 | 0.27% | −7,163−26.6% | 減碼 |
| Artemis Investment Management LLP | 19,556 | $3,876 萬 | 0.35% | −17,043−46.6% | 減碼 |
| Fred Alger Management, LLC | 19,257 | $3,817 萬 | 0.13% | −1,307−6.4% | 減碼 |
| Bessemer Group Inc | 19,083 | $3,782 萬 | 0.05% | −3,109−14.0% | 減碼 |
| Captrust Financial Advisors | 18,634 | $3,693 萬 | 0.06% | +1,165+6.7% | 加碼 |
| Great West Life Assurance Co | 18,540 | $3,669 萬 | 0.06% | +2,624+16.5% | 加碼 |
| Wealth High Governance Asset Management Ltda. | 18,096 | $3,587 萬 | 3.82% | −7,881−30.3% | 減碼 |
| Vanguard Investments Australia, Ltd. | 17,957 | $3,559 萬 | 0.09% | +327+1.9% | 加碼 |
| Truist Financial Corp | 17,833 | $3,534 萬 | 0.04% | −9,914−35.7% | 減碼 |
| KLP Kapitalforvaltning AS | 17,800 | $3,528 萬 | 0.11% | +1,400+8.5% | 加碼 |
| Coatue Management LLC大師Coatue | 17,793 | $3,526 萬 | 0.07% | +17,793 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 17,475 | $3,463 萬 | 0.07% | +3,829+28.1% | 加碼 |
| Eventide Asset Management, LLC | 17,370 | $3,440 萬 | 0.46% | +8,563+97.2% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 16,989 | $3,367 萬 | 0.09% | −363−2.1% | 減碼 |
| Mediolanum International Funds Ltd | 17,079 | $3,328 萬 | 0.29% | +1,094+6.8% | 加碼 |
| Treasurer of the State of North Carolina | 16,779 | $3,326 萬 | 0.09% | +1,886+12.7% | 加碼 |
| Swiss Life Asset Management Ltd | 16,368 | $3,244 萬 | 0.13% | +2,575+18.7% | 加碼 |
| Peterson Wealth Services | 16,094 | $3,190 萬 | 6.95% | −276−1.7% | 減碼 |
| Credit Agricole S A | 16,085 | $3,188 萬 | 0.08% | −3,334−17.2% | 減碼 |
| STRS Ohio | 15,932 | $3,158 萬 | 0.12% | +13,000+443.4% | 加碼 |
| Daiwa Securities Group Inc. | 15,891 | $3,150 萬 | 0.07% | +1,967+14.1% | 加碼 |
| Quantinno Capital Management LP | 15,842 | $3,140 萬 | 0.04% | +2,963+23.0% | 加碼 |
| Advisor Group Holdings, Inc. | 15,672 | $3,107 萬 | 0.04% | −2,903−15.6% | 減碼 |
| OP Asset Management Ltd | 15,623 | $3,096 萬 | 0.33% | −1,994−11.3% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 15,550 | $3,082 萬 | 0.15% | +150+1.0% | 加碼 |
| E. Ohman J:or Asset Management AB | 15,448 | $3,062 萬 | 0.71% | −2,371−13.3% | 減碼 |
| TCW Group Inc | 15,189 | $3,010 萬 | 0.20% | +14,607+2,509.8% | 加碼 |
| CIBC Bancorp USA Inc. | 15,144 | $2,990 萬 | 0.04% | +4,848+47.1% | 加碼 |
| Swedbank AB | 14,783 | $2,930 萬 | 0.03% | −889−5.7% | 減碼 |
| Nykredit A/S | 14,709 | $2,915 萬 | 0.11% | +14,709 | 新進 |