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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 3,717 | $736.7 萬 | 0.05% | +2,145+136.5% | 加碼 |
| Quadrant Capital Group LLC | 3,704 | $734.1 萬 | 0.20% | −4−0.1% | 減碼 |
| Jupiter Asset Management Ltd | 3,682 | $729.8 萬 | 0.04% | +3,682 | 新進 |
| Graham Capital Management, L.P. | 3,646 | $722.6 萬 | 0.19% | +1,719+89.2% | 加碼 |
| Brown Advisory Inc | 3,510 | $695.7 萬 | 0.01% | −3,072−46.7% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 3,506 | $694.9 萬 | 0.01% | +64+1.9% | 加碼 |
| Hudson Bay Capital Management LP | 3,482 | $690.1 萬 | 0.03% | +3,482 | 新進 |
| State of Alaska, Department of Revenue | 3,444 | $682.5 萬 | 0.07% | −172−4.8% | 減碼 |
| Sienna Gestion | 3,455 | $680.8 萬 | 0.40% | +3,455 | 新進 |
| MAI Capital Management | 3,431 | $679.9 萬 | 0.03% | +2,501+268.9% | 加碼 |
| Steward Partners Investment Advisory, LLC | 3,405 | $674.9 萬 | 0.03% | +2,682+371.0% | 加碼 |
| Strategic Global Advisors, LLC | 3,400 | $673.9 萬 | 0.96% | +105+3.2% | 加碼 |
| HB Wealth Management, LLC | 3,379 | $669.7 萬 | 0.04% | +206+6.5% | 加碼 |
| Nomura Holdings Inc | 3,352 | $664.3 萬 | 0.03% | +1,903+131.3% | 加碼 |
| Sequoia Financial Advisors, LLC | 3,302 | $654.5 萬 | 0.03% | +402+13.9% | 加碼 |
| Yousif Capital Management, LLC | 3,284 | $650.9 萬 | 0.07% | −233−6.6% | 減碼 |
| LGT Group Foundation | 3,231 | $640.4 萬 | 0.07% | −273−7.8% | 減碼 |
| Blair William & Co | 3,231 | $640.3 萬 | 0.02% | +2,456+316.9% | 加碼 |
| Oak Harvest Investment Services | 3,151 | $624.5 萬 | 0.58% | −2,422−43.5% | 減碼 |
| Cardinal Point Capital Management, ULC | 3,149 | $624.1 萬 | 0.35% | +4+0.1% | 加碼 |
| Harvest Fund Management Co., Ltd | 3,149 | $623.7 萬 | 0.21% | 00.0% | 不變 |
| Wealthfront Advisers LLC | 3,137 | $621.7 萬 | 0.01% | +371+13.4% | 加碼 |
| Jane Street Group, LLC | 3,136 | $621.5 萬 | 0.00% | −327−9.4% | 減碼 |
| Atria Investments LLC | 3,128 | $619.9 萬 | 0.06% | −1,011−24.4% | 減碼 |
| Cim, LLC | 3,113 | $617.0 萬 | 0.80% | −2,003−39.2% | 減碼 |
| Fedenia Advisers LLC | 3,063 | $607.1 萬 | 1.44% | +3,063 | 新進 |
| CenterBook Partners LP | 3,061 | $606.7 萬 | 0.30% | +2,231+268.8% | 加碼 |
| Lighthouse Investment Partners, LLC | 3,000 | $594.6 萬 | 0.18% | −4,594−60.5% | 減碼 |
| Abn Amro Investment Solutions | 2,974 | $589.4 萬 | 0.05% | +363+13.9% | 加碼 |
| Warren Averett Asset Management, LLC | 2,969 | $588.4 萬 | 0.03% | +284+10.6% | 加碼 |
| Benchmark Investment Advisors LLC | 2,962 | $587.1 萬 | 2.58% | +105+3.7% | 加碼 |
| Yorktown Management & Research Co Inc | 2,960 | $586.7 萬 | 3.59% | −250−7.8% | 減碼 |
| iA Global Asset Management Inc. | 2,946 | $583.9 萬 | 0.07% | +201+7.3% | 加碼 |
| Evergreen Capital Management LLC | 2,940 | $582.7 萬 | 0.10% | −2−0.1% | 減碼 |
| Bridgeway Capital Management, LLC | 2,910 | $576.7 萬 | 0.10% | −20−0.7% | 減碼 |
| Advisory Services Network, LLC | 2,907 | $576.0 萬 | 0.07% | −153−5.0% | 減碼 |
| Allstate Corp | 2,892 | $573.2 萬 | 0.06% | −830−22.3% | 減碼 |
| Bull Harbor Capital LLC | 2,880 | $570.8 萬 | 1.11% | −16−0.6% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 2,878 | $570.4 萬 | 0.04% | 00.0% | 不變 |
| Motley Fool Asset Management LLC | 2,868 | $568.4 萬 | 0.22% | −477−14.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 2,856 | $566.1 萬 | 0.00% | −1,216−29.9% | 減碼 |
| Commerce Bank | 2,818 | $558.5 萬 | 0.02% | +141+5.3% | 加碼 |
| Aubrey Capital Management Ltd | 2,800 | $554.8 萬 | 3.48% | −1,200−30.0% | 減碼 |
| Ascent Wealth Partners, LLC | 2,767 | $548.4 萬 | 0.55% | +1,267+84.5% | 加碼 |
| Hunter Associates Investment Management LLC | 2,761 | $547.0 萬 | 0.63% | −227−7.6% | 減碼 |
| Mizuho Securities USA LLC | 2,751 | $545.2 萬 | 0.09% | +623+29.3% | 加碼 |
| Sidoxia Capital Management, LLC | 2,686 | $532.4 萬 | 3.90% | −266−9.0% | 減碼 |
| Gateway Investment Advisers LLC | 2,683 | $531.8 萬 | 0.05% | +947+54.6% | 加碼 |
| Gulf International Bank (UK) Ltd | 2,682 | $531.5 萬 | 0.10% | −54−2.0% | 減碼 |
| Omers Administration Corp | 2,674 | $530.0 萬 | 0.03% | +122+4.8% | 加碼 |
| Thrivent Financial for Lutherans | 2,678 | $529.4 萬 | 0.01% | −29−1.1% | 減碼 |
| Secure Asset Management, LLC | 2,665 | $528.1 萬 | 0.74% | +114+4.5% | 加碼 |
| TD Waterhouse Canada Inc. | 2,787 | $520.2 萬 | 0.01% | −75−2.6% | 減碼 |
| Apollon Wealth Management, LLC | 2,599 | $515.1 萬 | 0.06% | +498+23.7% | 加碼 |
| Sivia Capital Partners, LLC | 2,592 | $513.7 萬 | 0.62% | +90+3.6% | 加碼 |
| RFG Advisory, LLC | 2,576 | $510.6 萬 | 0.08% | −242−8.6% | 減碼 |
| Ethic Inc. | 2,559 | $507.2 萬 | 0.06% | −28−1.1% | 減碼 |
| Squarepoint Ops LLC | 2,525 | $500.4 萬 | 0.01% | −64,191−96.2% | 減碼 |
| Harvest Investment Services, LLC | 2,507 | $496.9 萬 | 0.77% | +1,757+234.3% | 加碼 |
| New Age Alpha Advisors, LLC | 2,506 | $496.7 萬 | 0.21% | −39−1.5% | 減碼 |
| Prakash Investment Advisors LLC | 2,500 | $495.5 萬 | 3.07% | +600+31.6% | 加碼 |
| Virtue Capital Management, LLC | 2,472 | $489.9 萬 | 0.65% | +2,472 | 新進 |
| Saudi Central Bank | 2,463 | $488.2 萬 | 0.06% | +1,161+89.2% | 加碼 |
| Altshuler Shaham Ltd | 2,461 | $487.8 萬 | 0.06% | +695+39.4% | 加碼 |
| Allworth Financial LP | 2,444 | $484.3 萬 | 0.02% | −506−17.2% | 減碼 |
| Engle Capital Management, L.P. | 2,417 | $479.0 萬 | 1.32% | −5,983−71.2% | 減碼 |
| Plato Investment Management Ltd | 2,412 | $475.3 萬 | 0.27% | +85+3.7% | 加碼 |
| Rothschild Investment LLC | 2,390 | $473.7 萬 | 0.18% | +1,187+98.7% | 加碼 |
| Dedeker Financial LLC | 2,383 | $472.1 萬 | 2.68% | −284−10.6% | 減碼 |
| Patton Fund Management, Inc. | 2,353 | $466.4 萬 | 1.01% | −1,057−31.0% | 減碼 |
| Assetmark, Inc | 2,332 | $462.2 萬 | 0.01% | −245−9.5% | 減碼 |
| Tortoise Capital Advisors, L.L.C. | 2,320 | $459.8 萬 | 0.05% | +2,320 | 新進 |
| Vise Technologies, Inc. | 2,313 | $458.4 萬 | 0.05% | +1,561+207.6% | 加碼 |
| VMS Asset Management Limited | 2,306 | $457.0 萬 | 1.45% | −3,297−58.8% | 減碼 |
| Natixis | 2,294 | $454.7 萬 | 0.02% | −7,460−76.5% | 減碼 |
| Blackhawk Capital Partners LLC. | 2,288 | $453.5 萬 | 1.48% | −1,096−32.4% | 減碼 |
| Silver Oak Securities, Inc | 2,285 | $452.8 萬 | 0.27% | +181+8.6% | 加碼 |
| Baader Bank INC | 2,283 | $452.5 萬 | 0.37% | +876+62.3% | 加碼 |
| Shaker Investments LLC | 2,271 | $450.1 萬 | 1.62% | −24−1.0% | 減碼 |
| Diametric Capital, LP | 2,247 | $445.3 萬 | 0.47% | +1,304+138.3% | 加碼 |
| Vestcor Inc | 2,234 | $442.8 萬 | 0.11% | 00.0% | 不變 |
| Mezzasalma Advisors, LLC | 2,223 | $440.6 萬 | 0.88% | +245+12.4% | 加碼 |
| Engineers Gate Manager LP | 2,219 | $439.8 萬 | 0.06% | −4,830−68.5% | 減碼 |
| Jefferies Financial Group Inc. | 2,205 | $437.0 萬 | 0.04% | +567+34.6% | 加碼 |
| Norinchukin Bank, The | 2,200 | $436.0 萬 | 0.04% | −51−2.3% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 2,197 | $435.4 萬 | 0.01% | −12,017−84.5% | 減碼 |
| Lifestyle Asset Management, Inc. | 2,170 | $430.1 萬 | 1.16% | −605−21.8% | 減碼 |
| Venture Visionary Partners LLC | 2,161 | $428.3 萬 | 0.12% | −54−2.4% | 減碼 |
| J.W. Cole Advisors, Inc. | 2,143 | $424.7 萬 | 0.07% | +2,143 | 新進 |
| Evolve Private Wealth, LLC | 2,103 | $416.8 萬 | 0.25% | −75−3.4% | 減碼 |
| Convergence Investment Partners, LLC | 2,076 | $411.5 萬 | 0.39% | +462+28.6% | 加碼 |
| Chicago Partners Investment Group LLC | 2,237 | $409.7 萬 | 0.08% | +30+1.4% | 加碼 |
| Steel Peak Wealth Management LLC | 2,062 | $408.7 萬 | 0.11% | −150−6.8% | 減碼 |
| Sumitomo Life Insurance Co | 2,060 | $408.3 萬 | 0.07% | −493−19.3% | 減碼 |
| Seeds Investor LLC | 2,055 | $407.4 萬 | 0.42% | +1,809+735.4% | 加碼 |
| Hancock Whitney Corp | 2,021 | $400.6 萬 | 0.07% | −849−29.6% | 減碼 |
| 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 |
| Banque Cantonale Vaudoise | 1,993 | $395.0 萬 | 0.15% | +250+14.3% | 加碼 |
| NorthCrest Asset Manangement, LLC | 2,180 | $388.4 萬 | 0.10% | +113+5.5% | 加碼 |