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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, Q3 2021

Institutional positions in Comfort Systems USA Inc as of Sep 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
269
−12 vs. Q2 2021
Shares held
34.4M
+146.2K (+0.4%) vs. Q2 2021
Total value
$2.43B
−$239.5M (−9.0%) vs. Q2 2021
New holders
24
92 more added
Sold out
36
93 more reduced

1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 269 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 heldQ3 2021: $2.43B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q2 2021.

Institutions holding FIX in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.5,384,284$384.0M0.01%−44,425−0.8%Reduced
Vanguard Group Inc3,709,312$264.5M0.01%+16,210+0.4%Added
Capital World Investors1,521,479$108.5M0.02%00.0%Unchanged
Dimensional Fund Advisors LP1,419,870$101.3M0.03%−1720.0%Reduced
River Road Asset Management, LLC1,387,078$98.9M1.09%+24,501+1.8%Added
State Street Corp1,136,212$81.0M0.00%−6,609−0.6%Reduced
Neumeier Poma Investment Counsel LLC821,028$58.6M3.48%−40,900−4.7%Reduced
FMR LLC805,277$57.4M0.00%−95,110−10.6%Reduced
Janus Henderson Group PLC668,050$47.6M0.02%−1,224−0.2%Reduced
Westwood Holdings Group Inc.660,833$47.1M0.51%−9,414−1.4%Reduced
Fuller & Thaler Asset Management, Inc.610,660$43.6M0.28%+93,697+18.1%Added
Federated Hermes, Inc.601,136$42.9M0.08%−80.0%Reduced
Price T Rowe Associates Inc601,032$42.9M0.00%−46,014−7.1%Reduced
Geode Capital Management, LLC600,853$42.9M0.01%+601+0.1%Added
GW&K Investment Management, LLC590,010$42.1M0.38%+131,748+28.7%Added
Nuveen Asset Management, LLC568,820$40.6M0.01%−33,172−5.5%Reduced
Brown Advisory Inc555,206$39.6M0.06%+12,180+2.2%Added
Principal Financial Group Inc510,615$36.4M0.02%−44,311−8.0%Reduced
Bank of New York Mellon Corp490,561$35.0M0.01%−40.0%Reduced
Robeco Schweiz AG465,880$33.2M0.48%+269,930+137.8%Added
Robeco Institutional Asset Management B.V.453,810$32.4M0.07%+263,460+138.4%Added
Systematic Financial Management LP444,814$31.7M0.98%+7,624+1.7%Added
Northern Trust Corp418,432$29.8M0.01%−15,844−3.6%Reduced
JPMorgan Chase & Co415,495$29.6M0.00%−113,382−21.4%Reduced
Invesco Ltd.413,572$29.5M0.01%+746+0.2%Added
Capital Research Global Investors400,000$28.5M0.01%00.0%Unchanged
Charles Schwab Investment Management Inc359,488$25.6M0.01%−5,548−1.5%Reduced
Norges Bank353,127$25.2M0.01%−35,904−9.2%Reduced
Storebrand Asset Management AS342,704$24.4M0.12%+5,917+1.8%Added
Public Employees Retirement Association of Colorado314,146$22.4M0.10%−10,925−3.4%Reduced
Royce & Associates LP268,946$19.2M0.14%−138,022−33.9%Reduced
Tributary Capital Management, LLC267,069$19.0M1.47%+45,740+20.7%Added
Wells Fargo & Company266,480$19.0M0.00%+41,697+18.5%Added
Victory Capital Management Inc224,829$16.0M0.02%+206,886+1,153.0%Added
Panagora Asset Management Inc221,792$15.8M0.08%+1,726+0.8%Added
Morgan Stanley219,176$15.6M0.00%+22,822+11.6%Added
Boston Trust Walden Corp217,014$15.5M0.14%+5,219+2.5%Added
Ameriprise Financial Inc186,394$13.3M0.00%−9,283−4.7%Reduced
Raymond James & Associates182,878$13.0M0.01%+9,801+5.7%Added
Massachusetts Financial Services Co153,904$11.0M0.00%+58,120+60.7%Added
Epoch Investment Partners, Inc.149,689$10.7M0.06%+3,027+2.1%Added
Eagle Asset Management Inc144,589$10.3M0.05%+42,026+41.0%Added
Nordea Investment Management AB126,520$9.31M0.01%+726+0.6%Added
First Trust Advisors LP120,008$8.56M0.01%−28,052−18.9%Reduced
Alliancebernstein L.P.119,839$8.55M0.00%−2,089−1.7%Reduced
Divisar Capital Management LLC106,854$7.62M2.61%+2,720+2.6%Added
Impax Asset Management Group plc105,695$7.54M0.03%00.0%Unchanged
Legal & General Group Plc100,318$7.15M0.00%+7,251+7.8%Added
Swedbank AB100,000$7.13M0.01%+10,000+11.1%Added
GFI Investment Counsel Ltd.88,000$6.28M0.81%00.0%Unchanged
AXA S.A.87,000$6.21M0.02%00.0%Unchanged
Bank of America Corp84,179$6.00M0.00%+8,066+10.6%Added
Rhumbline Advisers83,989$5.99M0.01%−13,528−13.9%Reduced
RK Capital Management, LLC83,000$5.92M1.12%+83,000New
Swiss National Bank80,200$5.72M0.00%+400+0.5%Added
Goldman Sachs Group Inc79,650$5.68M0.00%−15,473−16.3%Reduced
Envestnet Asset Management Inc78,113$5.57M0.00%+10,901+16.2%Added
Comerica Bank63,848$5.37M0.03%+28,316+79.7%Added
Public Sector Pension Investment Board73,363$5.23M0.03%−1,367−1.8%Reduced
Moody Aldrich Partners LLC70,959$5.06M0.64%−27,946−28.3%Reduced
Parametric Portfolio Associates LLC70,568$5.03M0.00%−5,721−7.5%Reduced
RE Advisers Corp69,888$4.98M0.12%+1,900+2.8%Added
Millennium Management LLC63,339$4.52M0.01%+13,683+27.6%Added
Hotchkis & Wiley Capital Management LLC59,400$4.24M0.01%−33,460−36.0%Reduced
Seizert Capital Partners, LLC58,812$4.19M0.19%+4,225+7.7%Added
Public Employees Retirement System of Ohio58,787$4.19M0.01%+5,248+9.8%Added
UBS Asset Management Americas Inc53,741$3.83M0.00%+1,608+3.1%Added
Ci Investments Inc.53,321$3.80M0.01%+500+0.9%Added
Third Avenue Management LLC52,390$3.74M0.50%00.0%Unchanged
Man Group plc50,923$3.63M0.01%−903−1.7%Reduced
Renaissance Technologies LLC50,600$3.61M0.00%−3,774−6.9%Reduced
California State Teachers Retirement System49,015$3.50M0.00%−132−0.3%Reduced
Laurus Investment Counsel Inc.37,670$3.41M0.97%00.0%Unchanged
Stansberry Asset Management, LLC47,507$3.39M0.68%+1,522+3.3%Added
Citadel Advisors LLC44,938$3.21M0.00%+19,963+79.9%Added
BNP Paribas Arbitrage, SA44,595$3.18M0.01%+26,791+150.5%Added
Leuthold Group, LLC44,459$3.17M0.39%+135+0.3%Added
Truist Financial Corp43,454$3.10M0.01%+13,971+47.4%Added
Brinker Capital Investments, LLC38,585$3.04M0.05%00.0%Unchanged
Prudential Financial Inc41,560$2.89M0.00%−8,692−17.3%Reduced
New York State Common Retirement Fund40,067$2.86M0.00%−2,096−5.0%Reduced
Bridge City Capital, LLC38,738$2.76M1.25%−10,333−21.1%Reduced
State of New Jersey Common Pension Fund D35,933$2.56M0.01%+5,619+18.5%Added
SG Americas Securities, LLC34,769$2.48M0.01%+30,932+806.2%Added
Winmill & Co. Inc34,600$2.47M0.79%+34,600New
Fisher Asset Management, LLC34,049$2.43M0.00%+7,441+28.0%Added
Canada Pension Plan Investment Board33,000$2.35M0.00%+33,000New
Barclays PLC32,474$2.31M0.00%+4,533+16.2%Added
Great West Life Assurance Co31,347$2.25M0.01%+588+1.9%Added
Ensign Peak Advisors, Inc31,203$2.23M0.00%00.0%Unchanged
Knights of Columbus Asset Advisors LLC30,723$2.19M0.20%+4,784+18.4%Added
Credit Suisse AG30,029$2.14M0.00%−2,523−7.8%Reduced
Citigroup Inc29,895$2.13M0.00%−3,471−10.4%Reduced
Thrivent Financial for Lutherans29,346$2.09M0.00%−317−1.1%Reduced
Nisa Investment Advisors, LLC28,070$2.00M0.01%00.0%Unchanged
State Board of Administration of Florida Retirement System28,053$2.00M0.00%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys27,527$1.96M0.02%−319−1.1%Reduced
TD Asset Management Inc27,300$1.95M0.00%−9,200−25.2%Reduced
Voya Investment Management LLC27,235$1.94M0.00%+304+1.1%Added
Texas Permanent School Fund26,856$1.92M0.02%−185−0.7%Reduced