FIX
Comfort Systems USA, Inc. · Industrials · Engineering & Construction
Моментум-факторы (сопоставимые управляющие):
широта держателей +2.9% ·
поток акций -0.5% ·
новые чистые позиции +2.3%
— формула
Фрагментация владения — больше держателей, меньший совокупный пакет
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 179 | +6 | 25.14M | $49.66B | +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 | — | — |
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 3.51M | +1.9% | $4.84B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 2 | BlackRock ✦ (пассивный) | 3.51M | +1.9% | $4.84B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 3 | BlackRock ✦ (пассивный) | 3.51M | +1.9% | $4.84B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 4 | BlackRock ✦ (пассивный) | 3.51M | +1.9% | $4.84B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 5 | BlackRock ✦ (пассивный) | 3.51M | +1.9% | $4.84B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 6 | BlackRock ✦ (пассивный) | 3.51M | +1.9% | $4.84B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 7 | BlackRock ✦ (пассивный) | 3.51M | +1.9% | $4.84B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 8 | BlackRock ✦ (пассивный) | 3.51M | +1.9% | $4.84B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 9 | BlackRock ✦ (пассивный) | 3.51M | +1.9% | $4.84B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 10 | BlackRock ✦ (пассивный) | 3.51M | +1.9% | $4.84B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 11 | BlackRock ✦ (пассивный) | 3.51M | +1.9% | $4.84B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 12 | BlackRock ✦ (пассивный) | 3.51M | +1.9% | $4.84B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 13 | BlackRock ✦ (пассивный) | 3.51M | +1.9% | $4.84B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 14 | BlackRock ✦ (пассивный) | 3.51M | +1.9% | $4.84B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 15 | BlackRock ✦ (пассивный) | 3.51M | +1.9% | $4.84B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 16 | BlackRock ✦ (пассивный) | 3.51M | +1.9% | $4.84B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 17 | BlackRock ✦ (пассивный) | 3.51M | +1.9% | $4.84B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 18 | BlackRock ✦ (пассивный) | 3.51M | +1.9% | $4.84B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 19 | BlackRock ✦ (пассивный) | 3.51M | +1.9% | $4.84B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 20 | BlackRock ✦ (пассивный) | 3.51M | +1.9% | $4.84B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 21 | BlackRock ✦ (пассивный) | 3.51M | +1.9% | $4.84B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 22 | BlackRock ✦ (пассивный) | 3.51M | +1.9% | $4.84B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 23 | Vanguard Capital Management Llc | 2.29M | — | $3.15B | 0.1% | n/c | 1 | SEC ↗ |
| 24 | State Street Global Advisors ✦ (пассивный) | 1.47M | +3.0% | $2.03B | 0.1% | ▲ Add | 6 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 1.45M | -13.2% | $2.00B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 1.45M | -13.2% | $2.00B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 1.45M | -13.2% | $2.00B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 1.45M | -13.2% | $2.00B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 1.45M | -13.2% | $2.00B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 1.45M | -13.2% | $2.00B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 31 | Geode Capital Management ✦ (пассивный) | 1.24M | +4.4% | $1.71B | 0.1% | ▲ Add | 8 | SEC ↗ |
| 32 | Geode Capital Management ✦ (пассивный) | 1.24M | +4.4% | $1.71B | 0.1% | ▲ Add | 8 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 1.12M | +9.4% | $1.49B | 0.7% | ▲ Add | 8 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 1.12M | +9.4% | $1.49B | 0.7% | ▲ Add | 8 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 1.12M | +9.4% | $1.49B | 0.7% | ▲ Add | 8 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 1.12M | +9.4% | $1.49B | 0.7% | ▲ Add | 8 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 1.12M | +9.4% | $1.49B | 0.7% | ▲ Add | 8 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 1.12M | +9.4% | $1.49B | 0.7% | ▲ Add | 8 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 1.12M | +9.4% | $1.49B | 0.7% | ▲ Add | 8 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 1.12M | +9.4% | $1.49B | 0.7% | ▲ Add | 8 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 1.12M | +9.4% | $1.49B | 0.7% | ▲ Add | 8 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 1.12M | +9.4% | $1.49B | 0.7% | ▲ Add | 8 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 1.12M | +9.4% | $1.49B | 0.7% | ▲ Add | 8 | SEC ↗ |
| 44 | AQR Capital Management ✦ | 1.12M | +9.4% | $1.49B | 0.7% | ▲ Add | 8 | SEC ↗ |
| 45 | Capital World Investors ✦ | 865.78K | -47.2% | $1.19B | 0.2% | ▼ Trim | 8 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 889.89K | +25.9% | $1.13B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 889.89K | +25.9% | $1.13B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 889.89K | +25.9% | $1.13B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 889.89K | +25.9% | $1.13B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 889.89K | +25.9% | $1.13B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 889.89K | +25.9% | $1.13B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 889.89K | +25.9% | $1.13B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 889.89K | +25.9% | $1.13B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 889.89K | +25.9% | $1.13B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 889.89K | +25.9% | $1.13B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 889.89K | +25.9% | $1.13B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 889.89K | +25.9% | $1.13B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 889.89K | +25.9% | $1.13B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 889.89K | +25.9% | $1.13B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 889.89K | +25.9% | $1.13B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 889.89K | +25.9% | $1.13B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 889.89K | +25.9% | $1.13B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 889.89K | +25.9% | $1.13B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 64 | Invesco Ltd. | 606.58K | -7.1% | $836.47M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 65 | Invesco Ltd. | 606.58K | -7.1% | $836.47M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 66 | Invesco Ltd. | 606.58K | -7.1% | $836.47M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 67 | Invesco Ltd. | 606.58K | -7.1% | $836.47M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 68 | Invesco Ltd. | 606.58K | -7.1% | $836.47M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 69 | Invesco Ltd. | 606.58K | -7.1% | $836.47M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 70 | Invesco Ltd. | 606.58K | -7.1% | $836.47M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 71 | Invesco Ltd. | 606.58K | -7.1% | $836.47M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 72 | Invesco Ltd. | 606.58K | -7.1% | $836.47M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 73 | Invesco Ltd. | 606.58K | -7.1% | $836.47M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 74 | Invesco Ltd. | 606.58K | -7.1% | $836.47M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 75 | Invesco Ltd. | 606.58K | -7.1% | $836.47M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 76 | Invesco Ltd. | 606.58K | -7.1% | $836.47M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 77 | Invesco Ltd. | 606.58K | -7.1% | $836.47M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 78 | Invesco Ltd. | 606.58K | -7.1% | $836.47M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 79 | Invesco Ltd. | 606.58K | -7.1% | $836.47M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 80 | Invesco Ltd. | 606.58K | -7.1% | $836.47M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 81 | Invesco Ltd. | 606.58K | -7.1% | $836.47M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 82 | Invesco Ltd. | 606.58K | -7.1% | $836.47M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 83 | Morgan Stanley ✦ | 460.13K | +6.6% | $634.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Morgan Stanley ✦ | 460.13K | +6.6% | $634.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Morgan Stanley ✦ | 460.13K | +6.6% | $634.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Morgan Stanley ✦ | 460.13K | +6.6% | $634.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Morgan Stanley ✦ | 460.13K | +6.6% | $634.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Morgan Stanley ✦ | 460.13K | +6.6% | $634.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Morgan Stanley ✦ | 460.13K | +6.6% | $634.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Morgan Stanley ✦ | 460.13K | +6.6% | $634.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Morgan Stanley ✦ | 460.13K | +6.6% | $634.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Morgan Stanley ✦ | 460.13K | +6.6% | $634.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Morgan Stanley ✦ | 460.13K | +6.6% | $634.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Morgan Stanley ✦ | 460.13K | +6.6% | $634.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Morgan Stanley ✦ | 460.13K | +6.6% | $634.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | First Trust Advisors Lp | 415.89K | -13.7% | $573.50M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 97 | Capital International Investors | 391.83K | +244.8% | $540.33M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 98 | Northern Trust Corp | 329.10K | +3.2% | $453.82M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 99 | Northern Trust Corp | 329.10K | +3.2% | $453.82M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 100 | Northern Trust Corp | 329.10K | +3.2% | $453.82M | 0.1% | ▲ Add | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Новых отслеживаемых покупателей в этом квартале нет. |
Закрыто
| Norges Bank | $469.61M | составлял 0.1% |
| Third Point | $98.00M | составлял 1.3% |
| Rakuten Investment… | $4.41M | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 1,187 держатели, 31.59M акции, $41.94B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Покупки на открытом рынке (P)
Покупок инсайдеров на открытом рынке в нашем окне покрытия нет.
Продажи на открытом рынке (S)
Officer · 2.55K акц. · $4.75M
Director · 4.00K акц. · $6.78M
Director · 3.50K акц. · $5.92M
Вознаграждения, исполнение опционов и удержание налогов никогда не учитываются здесь как покупки или продажи. Методология