FIX
Comfort Systems USA, Inc. · Industrials · Engineering & Construction
Señales de momentum (gestores comparables):
amplitud de titulares +0.6% ·
flujo de acciones -2.4% ·
nuevas posiciones netas +1.2%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 179 | +6 | 25.21M | $49.87B | +9 | −2 |
| Q1 2026 | 175 | +5 | 24.43M | $33.47B | +7 | −3 |
| Q4 2025 | 169 | +1 | 27.03M | $25.24B | +2 | — |
| Q3 2025 | 25 | +2 | 18.02M | $14.86B | +2 | −1 |
| Q2 2025 | 21 | 0 | 16.24M | $8.71B | +1 | −1 |
| Q1 2025 | 18 | 0 | 7.27M | $2.34B | — | — |
| Q4 2024 | 18 | +1 | 6.29M | $2.67B | +1 | — |
| Q3 2024 | 16 | -1 | 5.63M | $2.20B | — | −1 |
| Q2 2024 | 17 | — | 5.97M | $1.82B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 4.31M | +17.0% | $4.02B | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (pasivo) | 3.45M | -13.3% | $3.22B | 0.1% | ▼ Trim | 3 | SEC ↗ ×22 |
| 3 | Fidelity (FMR) ✦ | 1.67M | -11.7% | $1.56B | 0.1% | ▼ Trim | 3 | SEC ↗ ×6 |
| 4 | Capital World Investors ✦ | 1.64M | -8.8% | $1.53B | 0.2% | ▼ Trim | 7 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (pasivo) | 1.43M | +35.6% | $1.33B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | Geode Capital Management ✦ (pasivo) | 1.19M | +39.0% | $1.10B | 0.1% | ▲ Add | 7 | SEC ↗ ×2 |
| 7 | AQR Capital Management ✦ | 1.02M | +22.1% | $951.88M | 0.5% | ▲ Add | 7 | SEC ↗ ×7 |
| 8 | JPMorgan Chase ✦ | 706.99K | -51.9% | $659.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×17 |
| 9 | Invesco Ltd. | 652.98K | — | $609.42M | 0.1% | n/c | 1 | SEC ↗ ×18 |
| 10 | Norges Bank ✦ (pasivo) | 503.17K | Nuevo | $469.61M | 0.1% | New | 1 | SEC ↗ |
| 11 | First Trust Advisors Lp | 482.10K | — | $449.94M | 0.3% | n/c | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 431.67K | +24.9% | $402.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×13 |
| 13 | Northern Trust Corp | 318.78K | — | $297.52M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 14 | Federated Hermes, Inc. | 317.47K | — | $296.29M | 0.5% | n/c | 1 | SEC ↗ ×5 |
| 15 | Deutsche Bank Ag\ | 312.82K | — | $291.96M | 0.1% | n/c | 1 | SEC ↗ ×7 |
| 16 | Charles Schwab Investment… | 286.48K | — | $267.37M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Baillie Gifford ✦ | 274.74K | -33.4% | $256.41M | 0.2% | ▼ Trim | 7 | SEC ↗ ×4 |
| 18 | Dimensional Fund Advisors Lp | 265.52K | — | $247.84M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 19 | Bank of New York Mellon Corp | 227.69K | — | $212.50M | 0.0% | n/c | 1 | SEC ↗ ×19 |
| 20 | Arrowstreet Capital ✦ | 224.27K | +17.9% | $209.31M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 21 | Artisan Partners Limited Partnership | 216.21K | — | $201.79M | 0.3% | n/c | 1 | SEC ↗ |
| 22 | Clearbridge Investments, LLC | 200.54K | — | $187.17M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 197.99K | -28.1% | $184.78M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 24 | Royal London Asset Management Ltd | 194.80K | — | $181.80M | 0.4% | n/c | 1 | SEC ↗ |
| 25 | Alliancebernstein L.P. | 182.81K | — | $170.61M | 0.1% | n/c | 1 | SEC ↗ |
| 26 | Franklin Resources Inc | 180.01K | — | $168.00M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 27 | T. Rowe Price ✦ | 177.62K | -11.6% | $165.77M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 28 | Voya Investment Management Llc | 178.13K | — | $165.75M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 29 | Nuveen, LLC | 176.99K | — | $165.18M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 30 | Bank Of America Corp /De/ | 154.60K | — | $144.29M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 31 | UBS Group AG | 153.73K | — | $143.48M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 32 | Point72 Asset Management ✦ | 146.85K | +321.0% | $137.06M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 33 | Zurcher Kantonalbank (Zurich… | 143.60K | — | $134.02M | 0.3% | n/c | 1 | SEC ↗ |
| 34 | UBS AM, a distinct business unit of… | 134.28K | — | $125.32M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 35 | Legal & General Group Plc | 121.86K | — | $113.73M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 36 | Hsbc Holdings Plc | 118.64K | — | $110.97M | 0.0% | n/c | 1 | SEC ↗ ×24 |
| 37 | Royal Bank Of Canada | 117.37K | — | $109.54M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 38 | Capital Research Global Investors | 116.59K | — | $108.81M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Ameriprise Financial Inc | 115.98K | — | $108.25M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 40 | American Century Companies Inc | 114.07K | — | $106.46M | 0.1% | n/c | 1 | SEC ↗ |
| 41 | Capital International Investors | 113.63K | — | $106.05M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Amundi | 112.63K | — | $105.11M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 43 | Caisse De Depot Et Placement Du… | 105.58K | — | $98.54M | 0.2% | n/c | 1 | SEC ↗ |
| 44 | Third Point ✦ | 105.00K | -47.5% | $98.00M | 1.3% | ▼ Trim | 3 | SEC ↗ |
| 45 | Principal Financial Group Inc | 104.09K | — | $97.16M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 46 | Russell Investments Group, Ltd. | 101.30K | — | $94.55M | 0.1% | n/c | 1 | SEC ↗ ×22 |
| 47 | Janus Henderson Group Plc | 98.93K | — | $92.31M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 48 | Swiss National Bank | 96.68K | — | $90.23M | 0.1% | n/c | 1 | SEC ↗ |
| 49 | Wcm Investment Management, Llc | 93.71K | — | $88.73M | 0.2% | n/c | 1 | SEC ↗ |
| 50 | Allianz Asset Management GmbH | 90.86K | — | $84.79M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 51 | Raymond James Financial Inc | 86.39K | — | $80.63M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 52 | Robeco Institutional Asset… | 84.73K | — | $79.08M | 0.1% | n/c | 1 | SEC ↗ |
| 53 | D. E. Shaw & Co. ✦ | 84.50K | -55.0% | $78.86M | 0.1% | ▼ Trim | 7 | SEC ↗ ×2 |
| 54 | Qube Research & Technologies Ltd | 83.18K | — | $77.63M | 0.1% | n/c | 1 | SEC ↗ |
| 55 | Mitsubishi UFJ Asset Management… | 73.56K | — | $73.83M | 0.1% | n/c | 1 | SEC ↗ |
| 56 | Sumitomo Mitsui Trust Group, Inc. | 74.66K | — | $69.68M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Allspring Global Investments… | 65.37K | — | $65.60M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 58 | Bridgewater Associates ✦ | 68.20K | +30.9% | $63.65M | 0.2% | ▲ Add | 7 | SEC ↗ |
| 59 | Barclays Plc | 67.58K | — | $63.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 60 | Rhumbline Advisers | 67.18K | — | $62.70M | 0.1% | n/c | 1 | SEC ↗ |
| 61 | Squarepoint Ops LLC | 66.57K | — | $62.13M | 0.1% | n/c | 1 | SEC ↗ |
| 62 | Envestnet Asset Management Inc | 66.41K | — | $61.98M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | California Public Employees… | 66.28K | — | $61.86M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | DZ BANK AG Deutsche Zentral… | 65.95K | — | $61.55M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 65 | Millennium Management ✦ | 62.34K | -82.6% | $58.19M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 66 | Storebrand Asset Management As | 60.95K | — | $56.88M | 0.2% | n/c | 1 | SEC ↗ |
| 67 | Wells Fargo & Company/Mn | 59.67K | — | $55.69M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 68 | Lazard Asset Management Llc | 59.27K | — | $55.32M | 0.1% | n/c | 1 | SEC ↗ |
| 69 | Bnp Paribas Financial Markets | 57.20K | — | $53.38M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Victory Capital Management Inc | 56.77K | — | $52.98M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | California State Teachers… | 55.38K | — | $51.69M | 0.1% | n/c | 1 | SEC ↗ |
| 72 | Gotham Asset Management ✦ | 54.40K | +42.8% | $50.77M | 0.2% | ▲ Add | 7 | SEC ↗ |
| 73 | Sei Investments Co | 54.15K | — | $50.54M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 74 | Renaissance Technologies ✦ | 53.98K | +7.1% | $50.38M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 75 | LPL Financial LLC | 53.55K | — | $49.98M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Neuberger Berman Group LLC | 52.73K | — | $49.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 77 | National Pension Service | 47.04K | — | $43.91M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Nomura Asset Management… | 45.06K | — | $42.05M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 79 | Cerity Partners LLC | 41.39K | — | $38.63M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 80 | Kayne Anderson Rudnick Investment… | 40.82K | — | $38.10M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 81 | BNP Paribas Asset Management… | 37.37K | — | $34.89M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 82 | Asset Management One Co., Ltd. | 35.88K | — | $33.95M | 0.1% | n/c | 1 | SEC ↗ |
| 83 | Cibc World Market Inc. | 36.09K | — | $33.68M | 0.1% | n/c | 1 | SEC ↗ |
| 84 | Bank Of Montreal /Can/ | 36.02K | — | $33.61M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 85 | State Board Of Administration Of… | 34.04K | — | $31.77M | 0.1% | n/c | 1 | SEC ↗ |
| 86 | New York State Common Retirement… | 33.69K | — | $31.45M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Man Group plc | 33.32K | — | $31.10M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 88 | Credit Agricole S A | 33.12K | — | $30.91M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 89 | Mariner, LLC | 32.02K | — | $29.91M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 90 | Cwm, Llc | 30.32K | — | $28.30M | 0.1% | n/c | 1 | SEC ↗ |
| 91 | Danske Bank A/S | 29.80K | — | $27.81M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 92 | Ensign Peak Advisors, Inc | 29.58K | — | $27.61M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Aviva Plc | 28.77K | — | $26.85M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Cetera Investment Advisers | 28.46K | — | $26.56M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Universal- Beteiligungs- und… | 27.60K | — | $25.82M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Osaic Holdings, Inc. | 27.39K | — | $25.57M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 97 | Creative Planning | 26.39K | — | $24.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 98 | Citigroup Inc | 26.25K | — | $24.50M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 99 | Manufacturers Life Insurance… | 26.22K | — | $24.47M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Korea Investment CORP | 26.16K | — | $24.41M | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Norges Bank | $469.61M | 0.1% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1,187 tenedores, 31.59M acciones, $41.94B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer, Director · 16.02K acc. · $25.77M
Officer · 2.55K acc. · $4.75M
Director · 4.00K acc. · $6.78M
Director · 3.50K acc. · $5.92M
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología