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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 $64.6B 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: $2.67B
Q1 2021: $2.57BQ2 2021: $2.67BQ3 2021: $2.43BQ4 2021: $3.41BQ1 2022: $3.11BQ2 2022: $2.88BQ3 2022: $3.35BQ4 2022: $3.92BQ1 2023: $5.03BQ2 2023: $5.62BQ3 2023: $5.97BQ4 2023: $7.16BQ1 2024: $11.0BQ2 2024: $10.5BQ3 2024: $13.1BQ4 2024: $14.4BQ1 2025: $10.9BQ2 2025: $18.1BQ3 2025: $27.5BQ4 2025: $31.1BQ1 2026: $44.6BQ2 2026: $64.6B
Institutions holding FIX and their total value by quarter
QuarterHoldersValue
Q2 20261,357$64.6B
Q1 20261,206$44.6B
Q4 20251,043$31.1B
Q3 2025888$27.5B
Q2 2025755$18.1B
Q1 2025632$10.9B
Q4 2024665$14.4B
Q3 2024591$13.1B
Q2 2024555$10.5B
Q1 2024505$11.0B
Q4 2023447$7.16B
Q3 2023400$5.97B
Q2 2023378$5.62B
Q1 2023348$5.03B
Q4 2022337$3.92B
Q3 2022299$3.35B
Q2 2022277$2.88B
Q1 2022280$3.11B
Q4 2021291$3.41B
Q3 2021269$2.43B
Q2 2021282$2.67B
Q1 2021252$2.57B

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
Hunter Associates Investment Management LLC6,000$473.0K0.15%−13,775−69.7%Reduced
Los Angeles Capital Management LLC6,161$485.0K0.00%−750−10.9%Reduced
Guggenheim Capital LLC6,194$488.0K0.00%−528−7.9%Reduced
Exchange Traded Concepts, LLC6,296$496.0K0.02%+6,296New
Creative Planning6,388$503.0K0.00%−233−3.5%Reduced
Hilltop Holdings Inc.6,537$515.0K0.06%+1,395+27.1%Added
PDT Partners, LLC6,600$520.0K0.03%−24,700−78.9%Reduced
Diversified Trust Co6,631$522.0K0.02%+1,901+40.2%Added
Gotham Asset Management, LLC6,827$538.0K0.02%+6,827New
O'Shaughnessy Asset Management, LLC6,946$547.0K0.01%+453+7.0%Added
HSBC Holdings PLC7,218$566.0K0.00%−2,937−28.9%Reduced
Pitcairn Co7,191$566.0K0.04%−399−5.3%Reduced
Quantedge Capital Pte Ltd7,200$567.0K0.27%+7,200New
Boothbay Fund Management, LLC7,447$587.0K0.02%+342+4.8%Added
Tower Research Capital LLC (TRC)7,465$588.0K0.02%+3,729+99.8%Added
Allianz Asset Management GmbH7,540$594.0K0.00%00.0%Unchanged
Squarepoint Ops LLC7,553$595.0K0.00%+2,064+37.6%Added
Oppenheimer Asset Management Inc.7,766$612.0K0.01%+7,766New
Blueshift Asset Management, LLC7,956$627.0K0.03%−7,094−47.1%Reduced
Acadian Asset Management LLC7,967$628.0K0.00%−3,684−31.6%Reduced
Indie Asset Partners, LLC8,325$656.0K0.53%00.0%Unchanged
Handelsbanken Fonder AB8,337$657.0K0.00%00.0%Unchanged
Quantinno Capital Management LP8,723$687.0K0.78%00.0%Unchanged
Saturna Capital CORP9,000$709.0K0.01%00.0%Unchanged
Crossmark Global Holdings, Inc.9,300$733.0K0.02%+10+0.1%Added
Smith Asset Management Group LP9,631$759.0K0.04%−90−0.9%Reduced
Janney Montgomery Scott LLC9,647$760.0K0.00%+331+3.6%Added
Metropolitan Life Insurance Co9,699$764.2K0.01%−230−2.3%Reduced
American Century Companies Inc9,799$772.0K0.00%+1,218+14.2%Added
Arizona State Retirement System9,836$775.0K0.01%−759−7.2%Reduced
MML Investors Services, LLC9,909$781.0K0.01%−2,196−18.1%Reduced
Globeflex Capital L P10,137$799.0K0.14%+26+0.3%Added
Gsa Capital Partners LLP10,155$800.0K0.09%+3,205+46.1%Added
ProShare Advisors LLC10,236$806.0K0.00%−433−4.1%Reduced
Greenwood Capital Associates LLC10,426$822.0K0.12%−268−2.5%Reduced
JB Capital Partners LP10,500$826.0K0.20%00.0%Unchanged
Cubist Systematic Strategies, LLC10,717$844.0K0.01%+10,717New
Advisor Group Holdings, Inc.10,822$852.0K0.00%+3,460+47.0%Added
SummerHaven Investment Management, LLC10,903$859.0K0.49%+272+2.6%Added
Pallas Capital Advisors LLC11,721$869.0K0.12%+1,825+18.4%Added
Cetera Investment Advisers11,028$869.0K0.01%+7,228+190.2%Added
Empirical Finance, LLC11,152$879.0K0.14%−8,457−43.1%Reduced
Teachers Retirement System of the State of Kentucky11,200$882.0K0.01%00.0%Unchanged
Balyasny Asset Management LLC11,194$882.0K0.00%+7,684+218.9%Added
Azzad Asset Management Inc12,134$956.0K0.14%−235−1.9%Reduced
MetLife Investment Management12,500$984.9K0.01%−1,499−10.7%Reduced
The PNC Financial Services Group, Inc.12,706$1.00M0.00%−1,995−13.6%Reduced
Penbrook Management LLC12,765$1.01M0.63%−250−1.9%Reduced
Glenmede Trust Co NA13,272$1.04M0.01%−676−4.8%Reduced
Aptus Capital Advisors, LLC13,740$1.08M0.05%−912−6.2%Reduced
Waddell & Associates, LLC14,000$1.10M0.19%+14,000New
Dynamic Technology Lab Private Ltd14,640$1.15M0.12%+14,640New
Renaissance Group LLC14,750$1.16M0.05%−3,438−18.9%Reduced
Tudor Investment Corp Et Al14,745$1.16M0.02%+14,745New
Oregon Public Employees Retirement Fund14,858$1.17M0.01%00.0%Unchanged
Boston Financial Mangement LLC15,000$1.18M0.05%+500+3.4%Added
Assenagon Asset Management S.A.15,654$1.23M0.01%+15,654New
First National Bank of Omaha17,048$1.27M0.07%00.0%Unchanged
Louisiana State Employees Retirement System16,400$1.29M0.03%00.0%Unchanged
Russell Investments Group, Ltd.16,485$1.30M0.00%−40,830−71.2%Reduced
SEI Investments Co16,654$1.31M0.00%−1,668−9.1%Reduced
STRS Ohio17,100$1.35M0.00%−1,300−7.1%Reduced
BNP Paribas Arbitrage, SA17,804$1.40M0.00%+1,395+8.5%Added
Victory Capital Management Inc17,943$1.41M0.00%−33,070−64.8%Reduced
Pacific Ridge Capital Partners, LLC19,180$1.51M0.27%−230−1.2%Reduced
Amalgamated Bank19,346$1.52M0.01%+15,485+401.1%Added
Manufacturers Life Insurance Company, The20,123$1.58M0.00%−28−0.1%Reduced
HRT Financial LP20,695$1.63M0.01%+20,695New
First Republic Investment Management, Inc.21,629$1.70M0.00%+6,220+40.4%Added
Lord, Abbett & Co. LLC22,348$1.76M0.00%00.0%Unchanged
AQR Capital Management LLC22,490$1.77M0.00%+2,201+10.8%Added
US Bancorp23,129$1.82M0.00%+628+2.8%Added
American International Group, Inc.23,211$1.83M0.01%−736−3.1%Reduced
Susquehanna International Group, LLP23,218$1.83M0.00%+8,583+58.6%Added
Bank of Montreal23,231$1.84M0.00%+4,270+22.5%Added
Johnson Investment Counsel Inc23,375$1.84M0.03%−100−0.4%Reduced
AlphaCrest Capital Management LLC23,758$1.87M0.08%+18,158+324.3%Added
Citadel Advisors LLC24,975$1.97M0.00%−21,580−46.4%Reduced
State of Alaska, Department of Revenue25,104$1.98M0.02%+610+2.5%Added
State of Tennessee, Treasury Department25,626$2.02M0.01%+865+3.5%Added
Knights of Columbus Asset Advisors LLC25,939$2.04M0.19%+25,939New
Fisher Asset Management, LLC26,608$2.10M0.00%−145−0.5%Reduced
Voya Investment Management LLC26,931$2.12M0.00%−1,542−5.4%Reduced
Texas Permanent School Fund27,041$2.13M0.02%+70.0%Added
Royal Bank of Canada27,122$2.13M0.00%+19,101+238.1%Added
Two Sigma Advisers, LP27,300$2.15M0.01%−8,200−23.1%Reduced
New York State Teachers Retirement System27,616$2.18M0.00%−200−0.7%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys27,846$2.19M0.02%−60−0.2%Reduced
Barclays PLC27,941$2.20M0.00%−21,061−43.0%Reduced
State Board of Administration of Florida Retirement System28,053$2.21M0.00%00.0%Unchanged
Nisa Investment Advisors, LLC28,070$2.21M0.01%+270+1.0%Added
Hancock Whitney Corp29,000$2.29M0.07%−4,000−12.1%Reduced
Truist Financial Corp29,483$2.32M0.00%+29,483New
Thrivent Financial for Lutherans29,663$2.34M0.00%−62−0.2%Reduced
State of New Jersey Common Pension Fund D30,314$2.39M0.01%−7,176−19.1%Reduced
Great West Life Assurance Co30,759$2.42M0.01%−280−0.9%Reduced
Ensign Peak Advisors, Inc31,203$2.46M0.00%00.0%Unchanged
Credit Suisse AG32,552$2.55M0.00%+355+1.1%Added
Comerica Bank35,532$2.60M0.02%−1,352−3.7%Reduced
Citigroup Inc33,366$2.63M0.00%+15,119+82.9%Added