FIX
Comfort Systems USA, Inc. · Industrials · Engineering & Construction
Señales de momentum (gestores comparables):
amplitud de titulares +2.9% ·
flujo de acciones -0.5% ·
nuevas posiciones netas +2.3%
— 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 Q1 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 177 | +6 | 24.91M | $49.28B | +9 | −4 |
| 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 | BlackRock ✦ (pasivo) | 3.51M | +1.9% | $4.84B | 0.1% | ▲ Add | 4 | SEC ↗ ×22 |
| 2 | Vanguard Capital Management Llc | 2.29M | — | $3.15B | 0.1% | n/c | 1 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (pasivo) | 1.47M | +3.0% | $2.03B | 0.1% | ▲ Add | 6 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 1.45M | -13.2% | $2.00B | 0.1% | ▼ Trim | 4 | SEC ↗ ×6 |
| 5 | Geode Capital Management ✦ (pasivo) | 1.24M | +4.4% | $1.71B | 0.1% | ▲ Add | 8 | SEC ↗ ×2 |
| 6 | AQR Capital Management ✦ | 1.12M | +9.4% | $1.49B | 0.7% | ▲ Add | 8 | SEC ↗ ×12 |
| 7 | Capital World Investors ✦ | 865.78K | -47.2% | $1.19B | 0.2% | ▼ Trim | 8 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 889.89K | +25.9% | $1.13B | 0.1% | ▲ Add | 3 | SEC ↗ ×18 |
| 9 | Invesco Ltd. | 606.58K | -7.1% | $836.47M | 0.1% | ▼ Trim | 2 | SEC ↗ ×19 |
| 10 | Morgan Stanley ✦ | 460.13K | +6.6% | $634.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×13 |
| 11 | First Trust Advisors Lp | 415.89K | -13.7% | $573.50M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 12 | Capital International Investors | 391.83K | +244.8% | $540.33M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Northern Trust Corp | 329.10K | +3.2% | $453.82M | 0.1% | ▲ Add | 2 | SEC ↗ ×10 |
| 14 | Charles Schwab Investment… | 287.74K | +0.4% | $396.78M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | Dimensional Fund Advisors Lp | 279.95K | +5.4% | $385.80M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 16 | Federated Hermes, Inc. | 267.03K | -15.9% | $368.23M | 0.6% | ▼ Trim | 2 | SEC ↗ ×5 |
| 17 | Arrowstreet Capital ✦ | 252.98K | +12.8% | $348.86M | 0.2% | ▲ Add | 8 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 244.05K | +23.3% | $336.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 19 | Deutsche Bank Ag\ | 240.79K | -23.0% | $332.05M | 0.1% | ▼ Trim | 2 | SEC ↗ ×7 |
| 20 | Baillie Gifford ✦ | 225.12K | -18.1% | $310.44M | 0.3% | ▼ Trim | 8 | SEC ↗ ×4 |
| 21 | Point72 Asset Management ✦ | 219.23K | +49.3% | $302.32M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 218.19K | -4.2% | $300.89M | 0.1% | ▼ Trim | 2 | SEC ↗ ×22 |
| 23 | Artisan Partners Limited Partnership | 208.18K | -3.7% | $287.07M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 24 | Franklin Resources Inc | 203.39K | +13.0% | $280.47M | 0.1% | ▲ Add | 2 | SEC ↗ ×9 |
| 25 | UBS Group AG | 190.54K | +23.9% | $262.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 26 | Nuveen, LLC | 188.47K | +6.5% | $259.90M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 27 | T. Rowe Price ✦ | 161.17K | -9.3% | $222.25M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 28 | Clearbridge Investments, LLC | 159.96K | -20.2% | $220.58M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 29 | Legal & General Group Plc | 153.78K | +26.2% | $212.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 30 | Capital Research Global Investors | 153.64K | +31.8% | $211.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 147.30K | +27.0% | $203.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 32 | Royal Bank Of Canada | 146.19K | +24.6% | $201.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 33 | UBS AM, a distinct business unit of… | 146.01K | +8.7% | $201.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×10 |
| 34 | Royal London Asset Management Ltd | 138.26K | -29.0% | $190.65M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 35 | Amundi | 136.84K | +21.5% | $188.69M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 36 | Raymond James Financial Inc | 135.01K | +56.3% | $181.27M | 0.1% | ▲ Add | 2 | SEC ↗ ×6 |
| 37 | Allspring Global Investments… | 124.99K | +91.2% | $178.55M | 0.3% | ▲ Add | 2 | SEC ↗ ×3 |
| 38 | Bank Of America Corp /De/ | 129.06K | -16.5% | $177.97M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 39 | Voya Investment Management Llc | 121.61K | -31.7% | $167.22M | 0.2% | ▼ Trim | 2 | SEC ↗ ×3 |
| 40 | Allianz Asset Management GmbH | 119.45K | +31.5% | $164.72M | 0.2% | ▲ Add | 2 | SEC ↗ ×5 |
| 41 | Janus Henderson Group Plc | 115.38K | +16.6% | $159.08M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 42 | Zurcher Kantonalbank (Zurich… | 114.24K | -20.4% | $157.54M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 43 | Wcm Investment Management, Llc | 116.70K | +24.5% | $148.58M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 44 | Swiss National Bank | 103.48K | +7.0% | $142.70M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 45 | Millennium Management ✦ | 103.31K | +65.7% | $142.47M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 46 | Barclays Plc | 102.97K | +52.4% | $141.99M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 47 | Principal Financial Group Inc | 102.15K | -1.9% | $140.88M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 48 | Alliancebernstein L.P. | 148.96K | -18.5% | $139.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Russell Investments Group, Ltd. | 99.89K | -1.4% | $137.68M | 0.1% | ▼ Trim | 2 | SEC ↗ ×20 |
| 50 | Bridgewater Associates ✦ | 86.46K | +26.8% | $119.23M | 0.5% | ▲ Add | 8 | SEC ↗ |
| 51 | DZ BANK AG Deutsche Zentral… | 84.99K | +28.9% | $117.20M | 0.1% | ▲ Add | 2 | SEC ↗ ×7 |
| 52 | Sumitomo Mitsui Trust Group, Inc. | 82.17K | +10.1% | $113.32M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 53 | Caisse De Depot Et Placement Du… | 79.89K | -24.3% | $110.16M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 54 | Mitsubishi UFJ Asset Management… | 79.58K | +8.2% | $109.74M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 55 | Envestnet Asset Management Inc | 78.35K | +18.0% | $108.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | California Public Employees… | 78.11K | +17.9% | $107.72M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 57 | National Pension Service | 71.72K | +52.5% | $98.90M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 58 | Sei Investments Co | 70.75K | +30.6% | $97.56M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 59 | Hsbc Holdings Plc | 68.15K | -42.6% | $93.58M | 0.1% | ▼ Trim | 2 | SEC ↗ ×9 |
| 60 | D. E. Shaw & Co. ✦ | 67.78K | -19.8% | $93.47M | 0.1% | ▼ Trim | 8 | SEC ↗ ×2 |
| 61 | Squarepoint Ops LLC | 66.72K | +0.2% | $92.00M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 62 | Lazard Asset Management Llc | 66.71K | +12.6% | $91.99M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 63 | Rhumbline Advisers | 66.60K | -0.9% | $91.84M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 64 | Storebrand Asset Management As | 64.51K | +5.8% | $88.96M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 65 | Victory Capital Management Inc | 64.06K | +12.8% | $88.34M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 66 | Wells Fargo & Company/Mn | 58.67K | -1.7% | $80.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 67 | Kayne Anderson Rudnick Investment… | 57.99K | +42.1% | $79.97M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 68 | Man Group plc | 57.85K | +73.6% | $79.77M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 69 | Renaissance Technologies ✦ | 56.66K | +5.0% | $78.13M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 70 | California State Teachers… | 54.28K | -2.0% | $74.85M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 71 | American Century Companies Inc | 51.12K | -55.2% | $70.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Bnp Paribas Financial Markets | 50.28K | -12.1% | $69.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | LPL Financial LLC | 49.66K | -7.3% | $68.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Gotham Asset Management ✦ | 48.82K | -10.2% | $67.32M | 0.2% | ▼ Trim | 8 | SEC ↗ |
| 75 | Nomura Asset Management… | 45.96K | +2.0% | $63.38M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 76 | Schroder Investment Management Group | 45.83K | — | $63.20M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 77 | Cerity Partners LLC | 45.54K | +10.0% | $62.79M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 78 | Mariner, LLC | 44.89K | +40.2% | $61.88M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 79 | Korea Investment CORP | 43.10K | +64.8% | $59.43M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 80 | Neuberger Berman Group LLC | 40.34K | -23.5% | $55.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 81 | Bank Of Montreal /Can/ | 39.88K | +10.7% | $55.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 82 | Tidal Investments LLC | 37.20K | +122.1% | $51.19M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 83 | Focus Partners Wealth | 36.19K | +53.8% | $49.97M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 84 | BNP Paribas Asset Management… | 36.15K | -3.3% | $49.85M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 85 | Danske Bank A/S | 35.91K | +20.5% | $49.52M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 86 | Cwm, Llc | 35.30K | +16.4% | $48.68M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 87 | New York State Common Retirement… | 34.69K | +3.0% | $47.84M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 88 | Prudential Financial Inc | 34.02K | +71.0% | $46.92M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 89 | Canada Pension Plan Investment Board | 33.61K | +102.0% | $46.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Cibc World Market Inc. | 32.66K | -9.5% | $45.04M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 91 | Creative Planning | 32.34K | +22.6% | $44.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 92 | State Board Of Administration Of… | 32.16K | -5.5% | $44.35M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 93 | Asset Management One Co., Ltd. | 32.15K | -10.4% | $44.28M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 94 | Aviva Plc | 30.79K | +7.0% | $42.46M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 95 | National Bank Of Canada /Fi/ | 30.68K | +29.4% | $42.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 96 | Jennison Associates Llc | 29.89K | +1311.1% | $41.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Citigroup Inc | 29.79K | +13.5% | $41.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 98 | Pictet Asset Management Holding SA | 29.14K | +17.9% | $40.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Universal- Beteiligungs- und… | 28.91K | +4.7% | $39.86M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 100 | Adage Capital Partners ✦ | 28.58K | +15.3% | $39.42M | 0.1% | ▲ Add | 2 | 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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Norges Bank | $469.61M | era 0.1% |
| Third Point | $98.00M | era 1.3% |
| Rakuten Investment… | $4.41M | era 0.0% |
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