Comfort Systems USA Inc
FIX- Exchange
- NYSE
- Industry
- Electrical Work
- SEC CIK
- 0001035983
In the last 90 days, Comfort Systems USA Inc insiders filed 0 open-market purchases and 3 sales; 1,357 institutions reported holding it in 13F filings for Q2 2026, worth $68.7B in total; superinvestors Coatue Management and Markel Group hold it.
13F holders, Q2 2026
Institutional positions in Comfort Systems USA Inc as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,357
- +165 vs. Q1 2026
- Shares held
- 32.7M
- +345.8K (+1.1%) vs. Q1 2026
- Total value
- $68.7B
- +$24.2B (+54.6%) vs. Q1 2026
- New holders
- 245
- 497 more added
- Sold out
- 80
- 491 more reduced
14 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FIX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,357 | $68.7B |
| Q1 2026 | 1,206 | $44.6B |
| Q4 2025 | 1,043 | $31.4B |
| Q3 2025 | 888 | $28.2B |
| Q2 2025 | 755 | $18.2B |
| Q1 2025 | 632 | $11.0B |
| Q4 2024 | 665 | $14.4B |
| Q3 2024 | 591 | $13.1B |
| Q2 2024 | 555 | $10.7B |
| Q1 2024 | 505 | $11.5B |
| Q4 2023 | 447 | $7.48B |
| Q3 2023 | 400 | $6.02B |
| Q2 2023 | 378 | $5.68B |
| Q1 2023 | 348 | $5.15B |
| Q4 2022 | 337 | $3.99B |
| Q3 2022 | 299 | $3.41B |
| Q2 2022 | 277 | $2.89B |
| Q1 2022 | 280 | $3.12B |
| Q4 2021 | 291 | $3.42B |
| Q3 2021 | 269 | $2.43B |
| Q2 2021 | 282 | $2.68B |
| Q1 2021 | 252 | $2.58B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,397,683 | $6.73B | 0.10% | −115,244−3.3% | Reduced |
| Vanguard Capital Management LLC | 2,297,509 | $4.55B | 0.10% | +11,560+0.5% | Added |
| Banque Cantonale Vaudoise | 1,993 | $3.95B | 0.55% | +250+14.3% | Added |
| Vanguard Portfolio Management LLC | 1,866,170 | $3.70B | 0.17% | −15,014−0.8% | Reduced |
| FMR LLC | 1,659,799 | $3.29B | 0.14% | +210,282+14.5% | Added |
| State Street Corp | 1,537,139 | $3.05B | 0.09% | +65,260+4.4% | Added |
| Geode Capital Management, LLC | 1,151,350 | $2.29B | 0.12% | −87,269−7.0% | Reduced |
| AQR Capital Management LLC | 1,059,017 | $2.08B | 0.73% | −57,213−5.1% | Reduced |
| JPMorgan Chase & Co | 838,417 | $1.63B | 0.10% | −51,474−5.8% | Reduced |
| Capital World Investors | 720,244 | $1.43B | 0.17% | −145,536−16.8% | Reduced |
| Invesco Ltd. | 658,314 | $1.30B | 0.10% | +51,734+8.5% | Added |
| Norges Bank | 471,564 | $934.6M | 0.09% | +471,564 | New |
| Morgan Stanley | 430,085 | $852.4M | 0.05% | −30,050−6.5% | Reduced |
| First Trust Advisors LP | 375,090 | $743.4M | 0.44% | −40,796−9.8% | Reduced |
| Westfield Capital Management Co LP | 355,433 | $704.5M | 2.30% | −265,482−42.8% | Reduced |
| Federated Hermes, Inc. | 341,485 | $676.8M | 0.97% | +74,455+27.9% | Added |
| Northern Trust Corp | 340,992 | $675.8M | 0.08% | +11,894+3.6% | Added |
| Price T Rowe Associates Inc | 324,671 | $643.5M | 0.06% | +163,502+101.4% | Added |
| Charles Schwab Investment Management Inc | 297,845 | $590.3M | 0.08% | +10,110+3.5% | Added |
| Amundi | 292,904 | $580.5M | 0.14% | +156,069+114.1% | Added |
| Dimensional Fund Advisors LP | 285,445 | $565.7M | 0.10% | +5,498+2.0% | Added |
| Goldman Sachs Group Inc | 268,240 | $531.6M | 0.06% | +24,193+9.9% | Added |
| Value Aligned Research Advisors, LLC | 243,607 | $482.8M | 2.89% | +29,970+14.0% | Added |
| Deutsche Bank AG | 223,896 | $443.8M | 0.13% | −16,895−7.0% | Reduced |
| Franklin Resources Inc | 222,969 | $441.9M | 0.10% | +19,581+9.6% | Added |
| Massachusetts Financial Services Co | 220,776 | $440.0M | 0.14% | +220,548+96,731.6% | Added |
| Arrowstreet Capital, Limited Partnership | 221,703 | $439.4M | 0.19% | −31,276−12.4% | Reduced |
| Baillie Gifford & Co | 212,655 | $421.5M | 0.38% | −12,463−5.5% | Reduced |
| Lord, Abbett & Co. LLC | 209,302 | $414.8M | 1.19% | −28,345−11.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 207,953 | $412.2M | 0.32% | +122,961+144.7% | Added |
| Artisan Partners Limited Partnership | 202,113 | $400.6M | 0.65% | −6,064−2.9% | Reduced |
| UBS Asset Management Americas Inc | 201,945 | $400.2M | 0.07% | +55,938+38.3% | Added |
| Vanguard Fiduciary Trust Co | 201,937 | $400.2M | 0.09% | −1,015−0.5% | Reduced |
| Legal & General Group Plc | 201,870 | $400.1M | 0.08% | +48,091+31.3% | Added |
| UBS Group AG | 192,295 | $381.1M | 0.06% | +1,751+0.9% | Added |
| Allianz Asset Management GmbH | 187,971 | $372.5M | 0.34% | +68,522+57.4% | Added |
| Bank of New York Mellon Corp | 186,926 | $370.5M | 0.06% | −31,269−14.3% | Reduced |
| Point72 Asset Management, L.P. | 179,727 | $356.2M | 0.54% | −39,505−18.0% | Reduced |
| Royal Bank of Canada | 171,195 | $339.3M | 0.06% | +25,000+17.1% | Added |
| American Century Companies Inc | 162,875 | $322.8M | 0.14% | +111,755+218.6% | Added |
| Nuveen, LLC | 158,900 | $314.9M | 0.08% | −29,571−15.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 144,823 | $287.0M | 1.03% | +48,602+50.5% | Added |
| WCM Investment Management, LLC | 144,923 | $282.4M | 0.51% | +28,225+24.2% | Added |
| Capital International Investors | 141,392 | $280.2M | 0.06% | −250,439−63.9% | Reduced |
| Royal London Asset Management Ltd | 141,047 | $279.5M | 0.52% | +2,791+2.0% | Added |
| Voya Investment Management LLC | 138,257 | $273.4M | 0.24% | +16,649+13.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 130,833 | $259.3M | 0.71% | −111,363−46.0% | Reduced |
| Raymond James Financial Inc | 125,815 | $249.4M | 0.07% | −9,194−6.8% | Reduced |
| Temasek Holdings (Private) Ltd | 124,436 | $246.6M | 0.68% | +30,080+31.9% | Added |
| Caisse de Depot Et Placement du Quebec | 123,032 | $243.8M | 0.35% | +43,147+54.0% | Added |
| Evercore Wealth Management, LLC | 112,392 | $222.8M | 3.15% | −21,916−16.3% | Reduced |
| Ameriprise Financial Inc | 111,534 | $221.0M | 0.04% | −35,764−24.3% | Reduced |
| AMF Pensionsforsakring AB | 109,590 | $217.2M | 1.29% | 00.0% | Unchanged |
| Wellington Management Group LLP | 104,995 | $208.1M | 0.04% | +85,821+447.6% | Added |
| Wells Fargo & Company | 103,077 | $204.3M | 0.04% | +44,407+75.7% | Added |
| Swiss National Bank | 99,250 | $196.7M | 0.10% | −4,230−4.1% | Reduced |
| Castle Hook Partners LP | 98,482 | $195.2M | 2.09% | −110,424−52.9% | Reduced |
| Bank of America Corp | 97,968 | $194.2M | 0.01% | −31,088−24.1% | Reduced |
| Capital Research Global Investors | 95,976 | $190.2M | 0.03% | −57,663−37.5% | Reduced |
| Russell Investments Group, Ltd. | 95,718 | $189.6M | 0.17% | −4,169−4.2% | Reduced |
| Jupiter Topco LLC | 93,950 | $186.1M | 0.08% | +93,950 | New |
| SRS Capital Advisors, Inc. | 91,674 | $181.7M | 1.21% | +91,127+16,659.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 86,899 | $172.2M | 0.33% | −27,342−23.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 86,222 | $170.9M | 0.09% | +6,641+8.3% | Added |
| AustralianSuper Pty Ltd | 86,175 | $170.8M | 0.74% | +38,684+81.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 85,034 | $168.5M | 0.10% | +2,861+3.5% | Added |
| Principal Financial Group Inc | 84,870 | $168.2M | 0.08% | −17,279−16.9% | Reduced |
| Barclays PLC | 83,056 | $164.6M | 0.05% | −19,914−19.3% | Reduced |
| KBC Group NV | 81,518 | $161.6M | 0.35% | −2,874−3.4% | Reduced |
| Panagora Asset Management Inc | 80,479 | $159.5M | 0.49% | +41,736+107.7% | Added |
| California Public Employees Retirement System | 76,914 | $152.4M | 0.09% | −1,199−1.5% | Reduced |
| Vanguard Global Advisers, LLC | 76,547 | $151.7M | 0.07% | −1,319−1.7% | Reduced |
| Renaissance Technologies LLC | 76,160 | $150.9M | 0.21% | +19,500+34.4% | Added |
| TimesSquare Capital Management, LLC | 73,834 | $146.3M | 2.15% | −134−0.2% | Reduced |
| Citigroup Inc | 73,764 | $146.2M | 0.07% | +43,978+147.6% | Added |
| HSBC Holdings PLC | 71,668 | $141.9M | 0.07% | +3,516+5.2% | Added |
| Ieq Capital, LLC | 71,032 | $140.8M | 0.65% | −18,833−21.0% | Reduced |
| Vanguard Asset Management, Ltd | 68,307 | $135.4M | 0.09% | +8,101+13.5% | Added |
| National Pension Service | 67,589 | $134.0M | 0.09% | −4,128−5.8% | Reduced |
| BNP Paribas Arbitrage, SA | 67,390 | $133.6M | 0.07% | +17,106+34.0% | Added |
| D. E. Shaw & Co., Inc. | 67,126 | $133.0M | 0.08% | −653−1.0% | Reduced |
| Rhumbline Advisers | 65,942 | $130.7M | 0.10% | −655−1.0% | Reduced |
| Clearbridge Investments, LLC | 65,366 | $129.6M | 0.11% | −94,595−59.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 68,056 | $126.9M | 0.19% | −56,933−45.6% | Reduced |
| Envestnet Asset Management Inc | 63,900 | $126.6M | 0.03% | −14,452−18.4% | Reduced |
| Jennison Associates LLC | 63,477 | $125.8M | 0.08% | +33,590+112.4% | Added |
| Assenagon Asset Management S.A. | 62,026 | $122.9M | 0.08% | +46,868+309.2% | Added |
| Lazard Asset Management LLC | 61,863 | $122.6M | 0.19% | −4,847−7.3% | Reduced |
| Victory Capital Management Inc | 61,448 | $121.8M | 0.07% | −2,610−4.1% | Reduced |
| Prudential Financial Inc | 60,477 | $119.9M | 0.13% | +26,455+77.8% | Added |
| Man Group plc | 53,961 | $106.9M | 0.20% | −3,886−6.7% | Reduced |
| Pictet Asset Management Holding SA | 53,954 | $106.9M | 0.10% | +24,815+85.2% | Added |
| Polar Capital Holdings Plc | 53,295 | $105.6M | 0.30% | +6,790+14.6% | Added |
| Schroder Investment Management Group | 53,119 | $105.3M | 0.07% | +7,286+15.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 52,483 | $103.7M | 0.27% | +47,716+1,001.0% | Added |
| Bank of Montreal | 52,015 | $103.1M | 0.04% | +12,130+30.4% | Added |
| California State Teachers Retirement System | 51,984 | $103.0M | 0.09% | −2,292−4.2% | Reduced |
| LPL Financial LLC | 51,941 | $102.9M | 0.02% | +2,281+4.6% | Added |
| Smith Group Asset Management, LLC | 51,773 | $102.6M | 4.18% | −7,795−13.1% | Reduced |
| Macquarie Group Ltd | 51,492 | $102.1M | 0.44% | +11,129+27.6% | Added |