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 |
|---|---|---|---|---|---|
| Nippon Life Global Investors Americas, Inc. | 6,450 | $1,278 萬 | 0.51% | +5,640+696.3% | 加碼 |
| AdvisorShares Investments LLC | 6,315 | $1,252 萬 | 1.51% | −967−13.3% | 減碼 |
| Night Squared LP | 6,301 | $1,249 萬 | 1.34% | +901+16.7% | 加碼 |
| HighTower Advisors, LLC | 6,284 | $1,245 萬 | 0.01% | −1,271−16.8% | 減碼 |
| Kadensa Capital Ltd | 6,269 | $1,242 萬 | 2.65% | +6,269 | 新進 |
| Dividend Assets Capital, LLC | 6,237 | $1,236 萬 | 2.39% | −1,329−17.6% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 6,182 | $1,225 萬 | 1.93% | −374−5.7% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 6,180 | $1,225 萬 | 0.29% | −2,831−31.4% | 減碼 |
| Calamos Advisors LLC | 6,176 | $1,224 萬 | 0.04% | +70+1.1% | 加碼 |
| UniSuper Management Pty Ltd | 6,088 | $1,207 萬 | 0.06% | +1,965+47.7% | 加碼 |
| Zacks Investment Management | 6,065 | $1,202 萬 | 0.09% | +298+5.2% | 加碼 |
| Seven Grand Managers, LLC | 6,000 | $1,189 萬 | 0.48% | +6,000 | 新進 |
| Premier Fund Managers Ltd | 5,930 | $1,155 萬 | 1.05% | +1,180+24.8% | 加碼 |
| Stansberry Asset Management, LLC | 5,808 | $1,151 萬 | 1.05% | +2,658+84.4% | 加碼 |
| Monument Capital Management | 5,796 | $1,149 萬 | 2.31% | −236−3.9% | 減碼 |
| Prosperitas Financial LLC | 5,761 | $1,142 萬 | 3.66% | −274−4.5% | 減碼 |
| APG Asset Management N.V. | 6,561 | $1,137 萬 | 0.03% | +4,577+230.7% | 加碼 |
| Public Sector Pension Investment Board | 5,698 | $1,129 萬 | 0.03% | +26+0.5% | 加碼 |
| Huntleigh Advisors, Inc. | 5,631 | $1,116 萬 | 1.56% | −1,812−24.3% | 減碼 |
| XTX Topco Ltd | 5,613 | $1,112 萬 | 0.14% | +5,249+1,442.0% | 加碼 |
| CBOE Vest Financial, LLC | 5,605 | $1,111 萬 | 0.12% | −3,235−36.6% | 減碼 |
| Mutual of America Capital Management LLC | 5,591 | $1,108 萬 | 0.11% | +114+2.1% | 加碼 |
| NEOS Investment Management LLC | 5,555 | $1,101 萬 | 0.04% | +773+16.2% | 加碼 |
| PEAK6 LLC | 5,512 | $1,093 萬 | 0.27% | +899+19.5% | 加碼 |
| Standard Life Aberdeen plc | 5,508 | $1,092 萬 | 0.02% | +477+9.5% | 加碼 |
| Private Advisor Group, LLC | 5,480 | $1,086 萬 | 0.05% | −760−12.2% | 減碼 |
| Ritholtz Wealth Management | 5,432 | $1,077 萬 | 0.16% | +365+7.2% | 加碼 |
| Transamerica Financial Advisors, Inc. | 5,372 | $1,065 萬 | 0.90% | −3,416−38.9% | 減碼 |
| Crestwood Advisors Group LLC | 5,371 | $1,064 萬 | 0.16% | +2,769+106.4% | 加碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 5,357 | $1,062 萬 | 1.71% | +3,480+185.4% | 加碼 |
| Consolidated Planning Corp | 5,341 | $1,059 萬 | 1.43% | +174+3.4% | 加碼 |
| Utah Retirement Systems | 5,291 | $1,049 萬 | 0.10% | −364−6.4% | 減碼 |
| British Columbia Investment Management Corp | 5,272 | $1,045 萬 | 0.07% | +411+8.5% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 5,248 | $1,040 萬 | 0.08% | −9,646−64.8% | 減碼 |
| New York Life Investment Management LLC | 5,214 | $1,033 萬 | 0.07% | +322+6.6% | 加碼 |
| Independent Advisor Alliance | 5,161 | $1,023 萬 | 0.24% | −1,342−20.6% | 減碼 |
| Waratah Capital Advisors Ltd. | 5,136 | $1,018 萬 | 0.78% | −5,593−52.1% | 減碼 |
| Brighton Jones LLC | 5,106 | $1,012 萬 | 0.19% | −367−6.7% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 5,094 | $1,010 萬 | 0.29% | +131+2.6% | 加碼 |
| Meeder Asset Management Inc | 5,057 | $1,002 萬 | 0.51% | +1,122+28.5% | 加碼 |
| JustInvest LLC | 4,974 | $985.8 萬 | 0.08% | +196+4.1% | 加碼 |
| US Bancorp | 4,972 | $985.4 萬 | 0.01% | +401+8.8% | 加碼 |
| Horizon Investment Services, LLC | 4,936 | $978.5 萬 | 2.72% | −207−4.0% | 減碼 |
| Bridges Investment Management Inc | 4,930 | $977.1 萬 | 0.12% | −900−15.4% | 減碼 |
| Integrated Wealth Concepts LLC | 4,868 | $964.9 萬 | 0.06% | −395−7.5% | 減碼 |
| Sanctuary Advisors, LLC | 4,855 | $962.2 萬 | 0.04% | +226+4.9% | 加碼 |
| MML Investors Services, LLC | 4,843 | $959.8 萬 | 0.02% | +462+10.5% | 加碼 |
| Nissay Asset Management Corp | 4,842 | $959.7 萬 | 0.04% | +132+2.8% | 加碼 |
| Davidson Capital Management Inc. | 4,734 | $938.3 萬 | 1.50% | −92−1.9% | 減碼 |
| Freedom Day Solutions, LLC | 4,718 | $935.1 萬 | 2.07% | −1,209−20.4% | 減碼 |
| Exchange Traded Concepts, LLC | 4,712 | $933.9 萬 | 0.05% | +3,479+282.2% | 加碼 |
| Bellars Harris Wealth Management, LLC | 4,655 | $922.6 萬 | 1.88% | +4,655 | 新進 |
| Buckingham Strategic Partners | 4,624 | $916.6 萬 | 0.08% | −1,433−23.7% | 減碼 |
| Thames Capital Management LLC | 4,561 | $904.0 萬 | 0.74% | −5,548−54.9% | 減碼 |
| NWK Group, Inc. | 4,555 | $902.8 萬 | 2.78% | −925−16.9% | 減碼 |
| Fifth Third Bancorp | 4,535 | $898.8 萬 | 0.01% | −370−7.5% | 減碼 |
| Schwartz Investment Counsel Inc | 4,500 | $891.9 萬 | 0.30% | −800−15.1% | 減碼 |
| Linden Thomas Advisory Services, LLC | 4,497 | $891.3 萬 | 0.72% | +474+11.8% | 加碼 |
| Prospera Financial Services Inc | 4,465 | $884.9 萬 | 0.13% | +1,345+43.1% | 加碼 |
| CWM Advisors, LLC | 4,436 | $879.2 萬 | 0.36% | +239+5.7% | 加碼 |
| Mitchell Capital Management Co | 4,407 | $873.4 萬 | 1.33% | +78+1.8% | 加碼 |
| SIR Capital Management, L.P. | 4,394 | $870.9 萬 | 1.00% | +3,494+388.2% | 加碼 |
| Insight Wealth Strategies, LLC | 4,636 | $864.7 萬 | 0.84% | −801−14.7% | 減碼 |
| Oregon Public Employees Retirement Fund | 4,334 | $859.0 萬 | 0.09% | +303+7.5% | 加碼 |
| Anderson Hoagland & Co | 4,328 | $857.8 萬 | 0.67% | −1,745−28.7% | 減碼 |
| 1832 Asset Management L.P. | 4,321 | $856.4 萬 | 0.01% | +4,321 | 新進 |
| Geneva Partners, LLC | 4,315 | $855.3 萬 | 2.28% | +129+3.1% | 加碼 |
| Vident Advisory, LLC | 4,300 | $852.2 萬 | 0.06% | +125+3.0% | 加碼 |
| Globeflex Capital L P | 4,291 | $850.5 萬 | 1.09% | −647−13.1% | 減碼 |
| EP Wealth Advisors, LLC | 4,267 | $845.8 萬 | 0.03% | −56−1.3% | 減碼 |
| Crossmark Global Holdings, Inc. | 4,235 | $839.4 萬 | 0.11% | −761−15.2% | 減碼 |
| Intech Investment Management LLC | 4,199 | $832.2 萬 | 0.08% | +1,907+83.2% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 4,130 | $831.7 萬 | 0.03% | +1,802+77.4% | 加碼 |
| Pacer Advisors, Inc. | 4,194 | $831.2 萬 | 0.02% | +2,409+135.0% | 加碼 |
| Bensler, LLC | 4,179 | $828.3 萬 | 0.73% | +4,179 | 新進 |
| Marietta Investment Partners LLC | 4,083 | $809.2 萬 | 1.39% | +344+9.2% | 加碼 |
| Brinker Capital Investments, LLC | 4,038 | $800.2 萬 | 0.06% | −1,118−21.7% | 減碼 |
| Diversified Trust Co | 4,010 | $794.8 萬 | 0.13% | −932−18.9% | 減碼 |
| Farther Finance Advisors, LLC | 3,978 | $788.0 萬 | 0.06% | −52−1.3% | 減碼 |
| Rockefeller Capital Management L.P. | 3,926 | $778.4 萬 | 0.01% | +686+21.2% | 加碼 |
| Diversify Wealth Management, LLC | 4,488 | $776.6 萬 | 0.13% | −1,506−25.1% | 減碼 |
| Diversify Advisory Services, LLC | 4,488 | $776.6 萬 | 0.13% | +4,488 | 新進 |
| Osmosis Investment Management UK Ltd | 3,880 | $769.0 萬 | 0.36% | +1,820+88.3% | 加碼 |
| Horizon Investments, LLC | 3,874 | $767.4 萬 | 0.08% | +529+15.8% | 加碼 |
| Triasima Portfolio Management inc. | 3,869 | $766.8 萬 | 1.04% | −770−16.6% | 減碼 |
| Beacon Harbor Wealth Advisors, Inc. | 4,420 | $764.4 萬 | 1.49% | −2,024−31.4% | 減碼 |
| Argent Capital Management LLC | 3,840 | $761.1 萬 | 0.24% | −3,145−45.0% | 減碼 |
| Occudo Quantitative Strategies LP | 3,827 | $758.5 萬 | 0.40% | +2,158+129.3% | 加碼 |
| RH Tailwind Management, LLC | 3,800 | $753.1 萬 | 3.52% | +3,800 | 新進 |
| BLI - Banque de Luxembourg Investments | 3,850 | $751.8 萬 | 0.27% | +3,850 | 新進 |
| Rafferty Asset Management, LLC | 3,780 | $749.2 萬 | 0.02% | +1,218+47.5% | 加碼 |
| Aventail Capital Group, LP | 3,779 | $749.0 萬 | 0.43% | −3,063−44.8% | 減碼 |
| Peregrine Asset Advisers, Inc. | 3,763 | $745.9 萬 | 1.62% | −3,020−44.5% | 減碼 |
| Krilogy Financial LLC | 3,759 | $745.0 萬 | 0.22% | +134+3.7% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 3,742 | $741.6 萬 | 0.31% | −1,609−30.1% | 減碼 |
| M&T Bank Corp | 3,741 | $741.4 萬 | 0.02% | −198−5.0% | 減碼 |
| Concurrent Investment Advisors, LLC | 3,741 | $741.4 萬 | 0.06% | +2,815+304.0% | 加碼 |
| Callan Family Office, LLC | 3,731 | $739.5 萬 | 0.14% | +325+9.5% | 加碼 |
| Whittier Trust Co of Nevada Inc | 4,389 | $738.9 萬 | 0.14% | +81+1.9% | 加碼 |
| Park Avenue Securities LLC | 3,726 | $738.5 萬 | 0.05% | −26−0.7% | 減碼 |