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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 2021

Institutional positions in Comfort Systems USA Inc as of Jun 30, 2021. 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
282
+30 vs. Q1 2021
Shares held
34.3M
−564.8K (−1.6%) vs. Q1 2021
Total value
$2.67B
+$92.8M (+3.6%) vs. Q1 2021
New holders
45
89 more added
Sold out
15
111 more reduced

Compare with Q1 2021: 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.

Institutional holdersQ2 2021: 282 institutions
Q1 2021: 252 institutionsQ2 2021: 282 institutionsQ3 2021: 269 institutionsQ4 2021: 291 institutionsQ1 2022: 280 institutionsQ2 2022: 277 institutionsQ3 2022: 299 institutionsQ4 2022: 337 institutionsQ1 2023: 348 institutionsQ2 2023: 378 institutionsQ3 2023: 400 institutionsQ4 2023: 447 institutionsQ1 2024: 505 institutionsQ2 2024: 555 institutionsQ3 2024: 591 institutionsQ4 2024: 665 institutionsQ1 2025: 632 institutionsQ2 2025: 755 institutionsQ3 2025: 888 institutionsQ4 2025: 1,043 institutionsQ1 2026: 1,206 institutionsQ2 2026: 1,357 institutions
Value heldQ2 2021: $2.68B
Q1 2021: $2.58BQ2 2021: $2.68BQ3 2021: $2.43BQ4 2021: $3.42BQ1 2022: $3.12BQ2 2022: $2.89BQ3 2022: $3.41BQ4 2022: $3.99BQ1 2023: $5.15BQ2 2023: $5.68BQ3 2023: $6.02BQ4 2023: $7.48BQ1 2024: $11.5BQ2 2024: $10.7BQ3 2024: $13.1BQ4 2024: $14.4BQ1 2025: $11.0BQ2 2025: $18.2BQ3 2025: $28.2BQ4 2025: $31.4BQ1 2026: $44.6BQ2 2026: $68.7B
Institutions holding FIX and their total value by quarter
QuarterHoldersValue
Q2 20261,357$68.7B
Q1 20261,206$44.6B
Q4 20251,043$31.4B
Q3 2025888$28.2B
Q2 2025755$18.2B
Q1 2025632$11.0B
Q4 2024665$14.4B
Q3 2024591$13.1B
Q2 2024555$10.7B
Q1 2024505$11.5B
Q4 2023447$7.48B
Q3 2023400$6.02B
Q2 2023378$5.68B
Q1 2023348$5.15B
Q4 2022337$3.99B
Q3 2022299$3.41B
Q2 2022277$2.89B
Q1 2022280$3.12B
Q4 2021291$3.42B
Q3 2021269$2.43B
Q2 2021282$2.68B
Q1 2021252$2.58B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q1 2021.

Institutions holding FIX in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.5,428,709$427.7M0.01%−263,816−4.6%Reduced
Vanguard Group Inc3,693,102$291.0M0.01%+63,150+1.7%Added
Capital World Investors1,521,479$119.9M0.02%+256,200+20.2%Added
Dimensional Fund Advisors LP1,420,042$111.9M0.04%−18,234−1.3%Reduced
River Road Asset Management, LLC1,362,577$107.4M1.15%−162,764−10.7%Reduced
State Street Corp1,142,821$90.0M0.00%+47,033+4.3%Added
FMR LLC900,387$70.9M0.01%−355,063−28.3%Reduced
Neumeier Poma Investment Counsel LLC861,928$67.9M3.97%−7,235−0.8%Reduced
Westwood Holdings Group Inc.670,247$52.8M0.54%+4,193+0.6%Added
Janus Henderson Group PLC669,274$52.7M0.02%−95,820−12.5%Reduced
Price T Rowe Associates Inc647,046$51.0M0.00%+2,676+0.4%Added
Nuveen Asset Management, LLC601,992$47.4M0.01%−104,046−14.7%Reduced
Federated Hermes, Inc.601,144$47.4M0.09%−10.0%Reduced
Geode Capital Management, LLC600,252$47.3M0.01%+16,369+2.8%Added
Principal Financial Group Inc554,926$43.7M0.03%+10,072+1.8%Added
Brown Advisory Inc543,026$42.8M0.06%−4,714−0.9%Reduced
JPMorgan Chase & Co528,877$41.7M0.01%+111,974+26.9%Added
Fuller & Thaler Asset Management, Inc.516,963$40.7M0.26%+63,415+14.0%Added
Bank of New York Mellon Corp490,565$38.7M0.01%−18,020−3.5%Reduced
GW&K Investment Management, LLC458,262$36.1M0.31%+401,787+711.4%Added
Systematic Financial Management LP437,190$34.4M1.04%+4,558+1.1%Added
Northern Trust Corp434,276$34.2M0.01%+310.0%Added
Invesco Ltd.412,826$32.5M0.01%−5,666−1.4%Reduced
Royce & Associates LP406,968$32.1M0.22%−104,811−20.5%Reduced
Capital Research Global Investors400,000$31.5M0.01%+400,000New
Norges Bank389,031$30.7M0.01%+13,769+3.7%Added
Charles Schwab Investment Management Inc365,036$28.8M0.01%−1,964−0.5%Reduced
Schroder Investment Management Group360,895$28.4M0.04%−144,172−28.5%Reduced
Storebrand Asset Management AS336,787$26.5M0.13%−26,958−7.4%Reduced
Public Employees Retirement Association of Colorado325,071$25.6M0.11%−43,500−11.8%Reduced
Wells Fargo & Company224,783$17.7M0.00%−32,094−12.5%Reduced
Tributary Capital Management, LLC221,329$17.4M1.32%−10,619−4.6%Reduced
Panagora Asset Management Inc220,066$17.3M0.09%−1,160−0.5%Reduced
Boston Trust Walden Corp211,795$16.7M0.15%+211,795New
Morgan Stanley196,354$15.5M0.00%−9,257−4.5%Reduced
Robeco Schweiz AG195,950$15.4M0.22%−412,950−67.8%Reduced
Ameriprise Financial Inc195,677$15.4M0.00%−19,220−8.9%Reduced
Robeco Institutional Asset Management B.V.190,350$15.0M0.03%−399,650−67.7%Reduced
Raymond James & Associates173,077$13.6M0.01%+7,250+4.4%Added
First Trust Advisors LP148,060$11.7M0.01%−33,764−18.6%Reduced
Epoch Investment Partners, Inc.146,662$11.6M0.06%−46,031−23.9%Reduced
Nordea Investment Management AB125,794$9.91M0.01%+9,306+8.0%Added
Alliancebernstein L.P.121,928$9.61M0.00%−9,738−7.4%Reduced
Impax Asset Management Group plc105,695$8.33M0.04%−7,533−6.7%Reduced
Divisar Capital Management LLC104,134$8.21M2.72%−10,000−8.8%Reduced
Eagle Asset Management Inc102,563$8.08M0.03%−4,213−3.9%Reduced
Moody Aldrich Partners LLC98,905$7.79M1.10%−1,314−1.3%Reduced
Rhumbline Advisers97,517$7.68M0.01%−14,388−12.9%Reduced
Massachusetts Financial Services Co95,784$7.55M0.00%+95,784New
Goldman Sachs Group Inc95,123$7.50M0.00%+47,302+98.9%Added
Legal & General Group Plc93,067$7.33M0.00%−23,242−20.0%Reduced
Hotchkis & Wiley Capital Management LLC92,860$7.32M0.02%+2,600+2.9%Added
Swedbank AB90,000$7.09M0.01%−20,000−18.2%Reduced
GFI Investment Counsel Ltd.88,000$6.93M0.95%+88,000New
AXA S.A.87,000$6.86M0.02%+28,600+49.0%Added
Swiss National Bank79,800$6.29M0.00%−3,400−4.1%Reduced
Parametric Portfolio Associates LLC76,289$6.01M0.00%+4,806+6.7%Added
Bank of America Corp76,113$6.00M0.00%−36,133−32.2%Reduced
Public Sector Pension Investment Board74,730$5.89M0.04%+687+0.9%Added
Pacer Advisors, Inc.71,959$5.67M0.08%+33,281+86.0%Added
RE Advisers Corp67,988$5.36M0.12%00.0%Unchanged
Envestnet Asset Management Inc67,212$5.30M0.00%+29,263+77.1%Added
Seizert Capital Partners, LLC54,587$4.30M0.21%+7,725+16.5%Added
Renaissance Technologies LLC54,374$4.28M0.01%−42,326−43.8%Reduced
Public Employees Retirement System of Ohio53,539$4.22M0.01%−4,107−7.1%Reduced
Ci Investments Inc.52,821$4.16M0.02%+52,821New
Third Avenue Management LLC52,390$4.13M0.55%00.0%Unchanged
UBS Asset Management Americas Inc52,133$4.11M0.00%+4,490+9.4%Added
Man Group plc51,826$4.08M0.01%−2,682−4.9%Reduced
Prudential Financial Inc50,252$3.96M0.01%−3,797−7.0%Reduced
Millennium Management LLC49,656$3.91M0.01%+38,023+326.9%Added
California State Teachers Retirement System49,147$3.87M0.00%−5,032−9.3%Reduced
Bridge City Capital, LLC49,071$3.87M1.32%−1,627−3.2%Reduced
Laurus Investment Counsel Inc.37,670$3.68M1.13%00.0%Unchanged
Stansberry Asset Management, LLC45,985$3.62M0.88%−11,401−19.9%Reduced
Leuthold Group, LLC44,324$3.49M0.43%−841−1.9%Reduced
New York State Common Retirement Fund42,163$3.32M0.00%−2,002−4.5%Reduced
Skandinaviska Enskilda Banken AB (publ)42,000$3.31M0.02%+22,400+114.3%Added
Brinker Capital Investments, LLC38,585$3.04M0.04%+12,132+45.9%Added
Deutsche Bank AG35,254$2.78M0.00%+9,308+35.9%Added
Jane Street Group, LLC34,999$2.76M0.01%+16,991+94.4%Added
TD Asset Management Inc36,500$2.73M0.00%00.0%Unchanged
Citigroup Inc33,366$2.63M0.00%+15,119+82.9%Added
Comerica Bank35,532$2.60M0.02%−1,352−3.7%Reduced
Credit Suisse AG32,552$2.55M0.00%+355+1.1%Added
Ensign Peak Advisors, Inc31,203$2.46M0.00%00.0%Unchanged
Great West Life Assurance Co30,759$2.42M0.01%−280−0.9%Reduced
State of New Jersey Common Pension Fund D30,314$2.39M0.01%−7,176−19.1%Reduced
Thrivent Financial for Lutherans29,663$2.34M0.00%−62−0.2%Reduced
Truist Financial Corp29,483$2.32M0.00%+29,483New
Hancock Whitney Corp29,000$2.29M0.07%−4,000−12.1%Reduced
Nisa Investment Advisors, LLC28,070$2.21M0.01%+270+1.0%Added
State Board of Administration of Florida Retirement System28,053$2.21M0.00%00.0%Unchanged
Barclays PLC27,941$2.20M0.00%−21,061−43.0%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys27,846$2.19M0.02%−60−0.2%Reduced
New York State Teachers Retirement System27,616$2.18M0.00%−200−0.7%Reduced
Two Sigma Advisers, LP27,300$2.15M0.01%−8,200−23.1%Reduced
Royal Bank of Canada27,122$2.13M0.00%+19,101+238.1%Added
Texas Permanent School Fund27,041$2.13M0.02%+70.0%Added
Voya Investment Management LLC26,931$2.12M0.00%−1,542−5.4%Reduced