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 |
|---|---|---|---|---|---|
| Strategic Planning Group, LLC | 14,590 | $2,892 萬 | 3.15% | +269+1.9% | 加碼 |
| Employees Provident Fund Board | 14,560 | $2,886 萬 | 0.17% | −457−3.0% | 減碼 |
| Ci Investments Inc. | 14,490 | $2,872 萬 | 0.09% | +7,023+94.1% | 加碼 |
| Zevenbergen Capital Investments LLC | 14,414 | $2,857 萬 | 0.65% | +14,414 | 新進 |
| Public Employees Retirement Association of Colorado | 14,145 | $2,804 萬 | 0.10% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 14,065 | $2,788 萬 | 0.03% | +1,972+16.3% | 加碼 |
| Hel Ved Capital Management Ltd | 13,990 | $2,773 萬 | 3.91% | +8,420+151.2% | 加碼 |
| Tredje AP-fonden | 13,820 | $2,739 萬 | 0.12% | +903+7.0% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 13,000 | $2,577 萬 | 0.20% | 00.0% | 不變 |
| ING Groep NV | 12,921 | $2,561 萬 | 0.13% | +11,382+739.6% | 加碼 |
| Kovitz Investment Group Partners, LLC | 12,840 | $2,545 萬 | 0.56% | −938−6.8% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,811 | $2,539 萬 | 0.18% | −1,567−10.9% | 減碼 |
| Nomura Asset Management Co Ltd | 12,691 | $2,515 萬 | 0.05% | +559+4.6% | 加碼 |
| State of Tennessee, Treasury Department | 12,539 | $2,485 萬 | 0.07% | −456−3.5% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 12,491 | $2,476 萬 | 0.12% | +961+8.3% | 加碼 |
| Cowa, LLC | 12,439 | $2,465 萬 | 6.18% | +425+3.5% | 加碼 |
| Public Employees Retirement System of Ohio | 12,175 | $2,413 萬 | 0.07% | −1,330−9.8% | 減碼 |
| Pallas Capital Advisors LLC | 12,126 | $2,403 萬 | 0.74% | −1,799−12.9% | 減碼 |
| BWCP, LP | 12,104 | $2,399 萬 | 3.43% | −9,919−45.0% | 減碼 |
| Jones Financial Companies LLLP | 12,880 | $2,388 萬 | 0.01% | +3,715+40.5% | 加碼 |
| Investment Management Corp of Ontario | 11,990 | $2,376 萬 | 0.30% | +1,512+14.4% | 加碼 |
| Trexquant Investment LP | 11,978 | $2,374 萬 | 0.15% | −704−5.6% | 減碼 |
| Nisa Investment Advisors, LLC | 11,928 | $2,364 萬 | 0.07% | −370−3.0% | 減碼 |
| Robeco Schweiz AG | 11,799 | $2,339 萬 | 0.38% | −19,675−62.5% | 減碼 |
| Federation des caisses Desjardins du Quebec | 11,644 | $2,308 萬 | 0.07% | +6,668+134.0% | 加碼 |
| DnB Asset Management AS | 11,577 | $2,295 萬 | 0.06% | +252+2.2% | 加碼 |
| State of New Jersey Common Pension Fund D | 11,365 | $2,252 萬 | 0.08% | −735−6.1% | 減碼 |
| Parnassus Investments | 11,091 | $2,198 萬 | 0.06% | +11,091 | 新進 |
| Andra AP-fonden | 10,983 | $2,177 萬 | 0.25% | −3,030−21.6% | 減碼 |
| Van Eck Associates Corp | 10,688 | $2,118 萬 | 0.01% | +1,933+22.1% | 加碼 |
| Moran Wealth Management, LLC | 10,601 | $2,101 萬 | 0.57% | −753−6.6% | 減碼 |
| Resona Asset Management Co.,Ltd. | 10,638 | $2,101 萬 | 0.10% | −299−2.7% | 減碼 |
| Toronto Dominion Bank | 10,556 | $2,092 萬 | 0.03% | −4,829−31.4% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 10,408 | $2,063 萬 | 0.09% | +2,445+30.7% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 10,200 | $2,022 萬 | 0.15% | +10,200 | 新進 |
| Oddo BHF Asset Management SAS | 10,163 | $2,014 萬 | 0.93% | +6,025+145.6% | 加碼 |
| State of Michigan Retirement System | 10,100 | $2,002 萬 | 0.09% | +100+1.0% | 加碼 |
| Arizona State Retirement System | 10,088 | $1,999 萬 | 0.10% | +503+5.2% | 加碼 |
| Czech National Bank | 10,003 | $1,983 萬 | 0.11% | +418+4.4% | 加碼 |
| Crown Advisors Management, Inc. | 10,000 | $1,982 萬 | 10.88% | −3,000−23.1% | 減碼 |
| Xponance, Inc. | 9,924 | $1,967 萬 | 0.12% | +508+5.4% | 加碼 |
| Pinebridge Investments LLC | 9,867 | $1,956 萬 | 0.16% | +5,563+129.3% | 加碼 |
| Retirement Systems of Alabama | 9,808 | $1,944 萬 | 0.06% | −91−0.9% | 減碼 |
| CIBC Asset Management Inc | 9,642 | $1,911 萬 | 0.04% | +1,104+12.9% | 加碼 |
| JGP Wealth Management, LLC | 9,502 | $1,883 萬 | 1.69% | −20.0% | 減碼 |
| MetLife Investment Management | 9,407 | $1,864 萬 | 0.08% | −383−3.9% | 減碼 |
| IMC-Chicago, LLC | 9,346 | $1,852 萬 | 0.17% | +9,346 | 新進 |
| CI Private Wealth, LLC | 9,134 | $1,810 萬 | 0.03% | +3,522+62.8% | 加碼 |
| Moore Capital Management, LP | 9,050 | $1,794 萬 | 0.41% | +3,112+52.4% | 加碼 |
| ASR Vermogensbeheer N.V. | 8,834 | $1,751 萬 | 0.18% | +5,370+155.0% | 加碼 |
| California First Leasing Corp | 8,720 | $1,728 萬 | 3.67% | 00.0% | 不變 |
| DekaBank Deutsche Girozentrale | 12,523 | $1,721 萬 | 0.03% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 8,613 | $1,707 萬 | 0.04% | +1,333+18.3% | 加碼 |
| IFM Investors Pty Ltd | 8,435 | $1,672 萬 | 0.11% | +1,048+14.2% | 加碼 |
| USS Investment Management Ltd | 8,354 | $1,655 萬 | 0.07% | +8,354 | 新進 |
| Keystone Investors Pte Ltd | 8,302 | $1,645 萬 | 0.88% | +8,302 | 新進 |
| Schonfeld Strategic Advisors LLC | 8,262 | $1,637 萬 | 0.09% | −8,331−50.2% | 減碼 |
| Verition Fund Management LLC | 8,238 | $1,633 萬 | 0.11% | −1,351−14.1% | 減碼 |
| Eurizon Capital SGR S.p.A. | 8,205 | $1,623 萬 | 0.04% | +3,378+70.0% | 加碼 |
| Dorsey Wright & Associates | 8,032 | $1,592 萬 | 2.70% | −7,855−49.4% | 減碼 |
| Blue Grotto Capital, LLC | 8,000 | $1,586 萬 | 1.32% | −27,467−77.4% | 減碼 |
| Varma Mutual Pension Insurance Co | 7,800 | $1,546 萬 | 0.08% | +7,800 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,762 | $1,538 萬 | 0.07% | −436−5.3% | 減碼 |
| Baird Financial Group, Inc. | 7,697 | $1,526 萬 | 0.02% | −2,404−23.8% | 減碼 |
| Woodline Partners LP | 7,673 | $1,521 萬 | 0.05% | +776+11.3% | 加碼 |
| Whittier Trust Co | 8,480 | $1,520 萬 | 0.15% | +22+0.3% | 加碼 |
| Entropy Technologies, LP | 7,645 | $1,515 萬 | 0.60% | +1,191+18.5% | 加碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 7,628 | $1,512 萬 | 0.13% | −2,658−25.8% | 減碼 |
| VestGen Advisors, LLC | 7,459 | $1,478 萬 | 0.43% | −551−6.9% | 減碼 |
| Amalgamated Bank | 7,408 | $1,468 萬 | 0.10% | −191−2.5% | 減碼 |
| Walleye Capital LLC | 7,404 | $1,467 萬 | 0.07% | −1,075−12.7% | 減碼 |
| Neumeier Poma Investment Counsel LLC | 7,356 | $1,458 萬 | 1.00% | −305−4.0% | 減碼 |
| Janney Montgomery Scott LLC | 7,342 | $1,455 萬 | 0.03% | −191−2.5% | 減碼 |
| Erste Asset Management GmbH | 7,380 | $1,438 萬 | 0.11% | +7,379+737,900.0% | 加碼 |
| Pathstone Holdings, LLC | 7,119 | $1,412 萬 | 0.04% | −982−12.1% | 減碼 |
| Tudor Investment Corp Et Al | 7,108 | $1,409 萬 | 0.06% | +6,915+3,582.9% | 加碼 |
| Scalar Gauge Management, LLC | 7,100 | $1,407 萬 | 7.76% | +1,000+16.4% | 加碼 |
| Prudential PLC | 7,069 | $1,401 萬 | 0.10% | −375−5.0% | 減碼 |
| Hedeker Wealth, LLC | 7,017 | $1,391 萬 | 2.65% | −112−1.6% | 減碼 |
| Advisors Asset Management, Inc. | 6,969 | $1,381 萬 | 0.21% | −1,227−15.0% | 減碼 |
| Bank of Nova Scotia | 6,925 | $1,373 萬 | 0.02% | +2,861+70.4% | 加碼 |
| BW Gestao de Investimentos Ltda. | 6,904 | $1,368 萬 | 0.33% | −7,119−50.8% | 減碼 |
| Wealth High Governance Capital Ltda | 6,904 | $1,368 萬 | 4.09% | −7,119−50.8% | 減碼 |
| Spire Wealth Management | 6,901 | $1,366 萬 | 0.41% | +451+7.0% | 加碼 |
| Fideuram Asset Management (Ireland) dac | 7,579 | $1,365 萬 | 0.26% | +5,769+318.7% | 加碼 |
| Kestra Advisory Services, LLC | 6,870 | $1,362 萬 | 0.04% | +649+10.4% | 加碼 |
| Avanza Fonder AB | 6,863 | $1,360 萬 | 0.30% | +950+16.1% | 加碼 |
| Commonwealth Equity Services, LLC | 6,815 | $1,351 萬 | 0.02% | +699+11.4% | 加碼 |
| Merit Financial Group, LLC | 6,747 | $1,337 萬 | 0.08% | −72−1.1% | 減碼 |
| Two Sigma Investments, LP | 6,740 | $1,336 萬 | 0.01% | −1,654−19.7% | 減碼 |
| Kornitzer Capital Management Inc | 6,700 | $1,328 萬 | 0.28% | −100−1.5% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 6,595 | $1,307 萬 | 0.09% | 00.0% | 不變 |
| Penobscot Investment Management Company, Inc. | 6,572 | $1,303 萬 | 0.89% | +74+1.1% | 加碼 |
| Holocene Advisors, LP | 6,568 | $1,302 萬 | 0.03% | −20,111−75.4% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 6,561 | $1,300 萬 | 0.11% | +2,588+65.1% | 加碼 |
| Mawer Investment Management Ltd. | 6,534 | $1,295 萬 | 0.09% | +1,338+25.8% | 加碼 |
| Illinois Municipal Retirement Fund | 6,531 | $1,294 萬 | 0.15% | −266−3.9% | 減碼 |
| ProShare Advisors LLC | 6,490 | $1,286 萬 | 0.02% | +1,468+29.2% | 加碼 |
| GWM Advisors LLC | 6,476 | $1,283 萬 | 0.04% | +1,512+30.5% | 加碼 |
| Silvant Capital Management LLC | 6,454 | $1,279 萬 | 0.37% | +3,558+122.9% | 加碼 |