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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
TD Asset Management Inc36,500$2.73M0.00%00.0%Unchanged
Jane Street Group, LLC34,999$2.76M0.01%+16,991+94.4%Added
Deutsche Bank AG35,254$2.78M0.00%+9,308+35.9%Added
Brinker Capital Investments, LLC38,585$3.04M0.04%+12,132+45.9%Added
Skandinaviska Enskilda Banken AB (publ)42,000$3.31M0.02%+22,400+114.3%Added
New York State Common Retirement Fund42,163$3.32M0.00%−2,002−4.5%Reduced
Leuthold Group, LLC44,324$3.49M0.43%−841−1.9%Reduced
Stansberry Asset Management, LLC45,985$3.62M0.88%−11,401−19.9%Reduced
Laurus Investment Counsel Inc.37,670$3.68M1.13%00.0%Unchanged
Bridge City Capital, LLC49,071$3.87M1.32%−1,627−3.2%Reduced
California State Teachers Retirement System49,147$3.87M0.00%−5,032−9.3%Reduced
Millennium Management LLC49,656$3.91M0.01%+38,023+326.9%Added
Prudential Financial Inc50,252$3.96M0.01%−3,797−7.0%Reduced
Man Group plc51,826$4.08M0.01%−2,682−4.9%Reduced
UBS Asset Management Americas Inc52,133$4.11M0.00%+4,490+9.4%Added
Third Avenue Management LLC52,390$4.13M0.55%00.0%Unchanged
Ci Investments Inc.52,821$4.16M0.02%+52,821New
Public Employees Retirement System of Ohio53,539$4.22M0.01%−4,107−7.1%Reduced
Renaissance Technologies LLC54,374$4.28M0.01%−42,326−43.8%Reduced
Seizert Capital Partners, LLC54,587$4.30M0.21%+7,725+16.5%Added
Envestnet Asset Management Inc67,212$5.30M0.00%+29,263+77.1%Added
RE Advisers Corp67,988$5.36M0.12%00.0%Unchanged
Pacer Advisors, Inc.71,959$5.67M0.08%+33,281+86.0%Added
Public Sector Pension Investment Board74,730$5.89M0.04%+687+0.9%Added
Bank of America Corp76,113$6.00M0.00%−36,133−32.2%Reduced
Parametric Portfolio Associates LLC76,289$6.01M0.00%+4,806+6.7%Added
Swiss National Bank79,800$6.29M0.00%−3,400−4.1%Reduced
AXA S.A.87,000$6.86M0.02%+28,600+49.0%Added
GFI Investment Counsel Ltd.88,000$6.93M0.95%+88,000New
Swedbank AB90,000$7.09M0.01%−20,000−18.2%Reduced
Hotchkis & Wiley Capital Management LLC92,860$7.32M0.02%+2,600+2.9%Added
Legal & General Group Plc93,067$7.33M0.00%−23,242−20.0%Reduced
Goldman Sachs Group Inc95,123$7.50M0.00%+47,302+98.9%Added
Massachusetts Financial Services Co95,784$7.55M0.00%+95,784New
Rhumbline Advisers97,517$7.68M0.01%−14,388−12.9%Reduced
Moody Aldrich Partners LLC98,905$7.79M1.10%−1,314−1.3%Reduced
Eagle Asset Management Inc102,563$8.08M0.03%−4,213−3.9%Reduced
Divisar Capital Management LLC104,134$8.21M2.72%−10,000−8.8%Reduced
Impax Asset Management Group plc105,695$8.33M0.04%−7,533−6.7%Reduced
Alliancebernstein L.P.121,928$9.61M0.00%−9,738−7.4%Reduced
Nordea Investment Management AB125,794$9.91M0.01%+9,306+8.0%Added
Epoch Investment Partners, Inc.146,662$11.6M0.06%−46,031−23.9%Reduced
First Trust Advisors LP148,060$11.7M0.01%−33,764−18.6%Reduced
Raymond James & Associates173,077$13.6M0.01%+7,250+4.4%Added
Robeco Institutional Asset Management B.V.190,350$15.0M0.03%−399,650−67.7%Reduced
Ameriprise Financial Inc195,677$15.4M0.00%−19,220−8.9%Reduced
Robeco Schweiz AG195,950$15.4M0.22%−412,950−67.8%Reduced
Morgan Stanley196,354$15.5M0.00%−9,257−4.5%Reduced
Boston Trust Walden Corp211,795$16.7M0.15%+211,795New
Panagora Asset Management Inc220,066$17.3M0.09%−1,160−0.5%Reduced
Tributary Capital Management, LLC221,329$17.4M1.32%−10,619−4.6%Reduced
Wells Fargo & Company224,783$17.7M0.00%−32,094−12.5%Reduced
Public Employees Retirement Association of Colorado325,071$25.6M0.11%−43,500−11.8%Reduced
Storebrand Asset Management AS336,787$26.5M0.13%−26,958−7.4%Reduced
Schroder Investment Management Group360,895$28.4M0.04%−144,172−28.5%Reduced
Charles Schwab Investment Management Inc365,036$28.8M0.01%−1,964−0.5%Reduced
Norges Bank389,031$30.7M0.01%+13,769+3.7%Added
Capital Research Global Investors400,000$31.5M0.01%+400,000New
Royce & Associates LP406,968$32.1M0.22%−104,811−20.5%Reduced
Invesco Ltd.412,826$32.5M0.01%−5,666−1.4%Reduced
Northern Trust Corp434,276$34.2M0.01%+310.0%Added
Systematic Financial Management LP437,190$34.4M1.04%+4,558+1.1%Added
GW&K Investment Management, LLC458,262$36.1M0.31%+401,787+711.4%Added
Bank of New York Mellon Corp490,565$38.7M0.01%−18,020−3.5%Reduced
Fuller & Thaler Asset Management, Inc.516,963$40.7M0.26%+63,415+14.0%Added
JPMorgan Chase & Co528,877$41.7M0.01%+111,974+26.9%Added
Brown Advisory Inc543,026$42.8M0.06%−4,714−0.9%Reduced
Principal Financial Group Inc554,926$43.7M0.03%+10,072+1.8%Added
Geode Capital Management, LLC600,252$47.3M0.01%+16,369+2.8%Added
Federated Hermes, Inc.601,144$47.4M0.09%−10.0%Reduced
Nuveen Asset Management, LLC601,992$47.4M0.01%−104,046−14.7%Reduced
Price T Rowe Associates Inc647,046$51.0M0.00%+2,676+0.4%Added
Janus Henderson Group PLC669,274$52.7M0.02%−95,820−12.5%Reduced
Westwood Holdings Group Inc.670,247$52.8M0.54%+4,193+0.6%Added
Neumeier Poma Investment Counsel LLC861,928$67.9M3.97%−7,235−0.8%Reduced
FMR LLC900,387$70.9M0.01%−355,063−28.3%Reduced
State Street Corp1,142,821$90.0M0.00%+47,033+4.3%Added
River Road Asset Management, LLC1,362,577$107.4M1.15%−162,764−10.7%Reduced
Dimensional Fund Advisors LP1,420,042$111.9M0.04%−18,234−1.3%Reduced
Capital World Investors1,521,479$119.9M0.02%+256,200+20.2%Added
Vanguard Group Inc3,693,102$291.0M0.01%+63,150+1.7%Added
BlackRock Inc.5,428,709$427.7M0.01%−263,816−4.6%Reduced
Clark Estates Inc0$00.00%−72,900−100.0%Sold out
California Public Employees Retirement System0$00.00%−65,497−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−31,782−100.0%Sold out
Mackay Shields LLC0$00.00%−21,100−100.0%Sold out
ARGI Investment Services, LLC0$00.00%−12,018−100.0%Sold out
Canandaigua National Corp0$00.00%−3,574−100.0%Sold out
LS Investment Advisors, LLC0$00.00%−3,564−100.0%Sold out
QS Investors, LLC0$00.00%−3,000−100.0%Sold out
Pictet Asset Management Ltd0$00.00%−3,000−100.0%Sold out
Cowa, LLC0$00.00%−268−100.0%Sold out
Alpha Paradigm Partners, LLC0$00.00%−269−100.0%Sold out
Allworth Financial LP0$00.00%−200−100.0%Sold out
Sage Financial Management Group, Inc.0$00.00%−100−100.0%Sold out
Valeo Financial Advisors, LLC0$00.00%−46−100.0%Sold out
Versant Capital Management, Inc0$00.00%−21−100.0%Sold out