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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
Creative Planning6,387$456.0K0.00%−10.0%Reduced
Oliver Luxxe Assets LLC6,405$457.0K0.13%+1,271+24.8%Added
Cim, LLC4,655$461.0K0.07%+286+6.5%Added
Balyasny Asset Management LLC6,834$487.0K0.00%−4,360−38.9%Reduced
First Eagle Investment Management, LLC6,866$490.0K0.00%+6,700+4,036.1%Added
Diversified Trust Co6,907$493.0K0.02%+276+4.2%Added
HSBC Holdings PLC7,027$505.0K0.00%−191−2.6%Reduced
Boothbay Fund Management, LLC7,210$514.0K0.02%−237−3.2%Reduced
Quantedge Capital Pte Ltd7,200$514.0K0.25%00.0%Unchanged
Pitcairn Co7,348$524.0K0.04%+157+2.2%Added
Allianz Asset Management GmbH7,540$538.0K0.00%00.0%Unchanged
Hilltop Holdings Inc.7,557$539.0K0.06%+1,020+15.6%Added
SEI Investments Co7,624$543.0K0.00%−9,030−54.2%Reduced
Glenmede Trust Co NA8,227$586.0K0.00%−5,045−38.0%Reduced
Indie Asset Partners, LLC8,225$587.0K0.48%−100−1.2%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC8,300$592.0K0.00%+8,300New
Handelsbanken Fonder AB8,337$595.0K0.00%00.0%Unchanged
Russell Investments Group, Ltd.8,542$609.0K0.00%−7,943−48.2%Reduced
Quantinno Capital Management LP8,723$622.0K0.69%00.0%Unchanged
Saturna Capital CORP9,000$642.0K0.01%00.0%Unchanged
Crossmark Global Holdings, Inc.9,200$656.0K0.02%−100−1.1%Reduced
Smith Group Asset Management, LLC9,294$663.0K0.03%+9,294New
Advisor Group Holdings, Inc.9,377$669.0K0.00%−1,445−13.4%Reduced
Metropolitan Life Insurance Co9,699$691.7K0.01%00.0%Unchanged
Arizona State Retirement System9,884$705.0K0.01%+48+0.5%Added
O'Shaughnessy Asset Management, LLC10,143$724.0K0.01%+3,197+46.0%Added
JB Capital Partners LP10,500$749.0K0.17%00.0%Unchanged
SummerHaven Investment Management, LLC11,101$792.0K0.46%+198+1.8%Added
Teachers Retirement System of the State of Kentucky11,200$799.0K0.01%00.0%Unchanged
Oppenheimer Asset Management Inc.11,252$803.0K0.01%+3,486+44.9%Added
Azzad Asset Management Inc11,619$828.6K0.12%−515−4.2%Reduced
Greenwood Capital Associates LLC12,064$860.0K0.13%+1,638+15.7%Added
Natixis Advisors, L.P.12,196$870.0K0.00%+12,196New
MetLife Investment Management12,500$891.5K0.01%00.0%Unchanged
MML Investors Services, LLC12,748$909.0K0.01%+2,839+28.7%Added
Walthausen & Co., LLC12,770$911.0K0.23%+12,770New
Blueshift Asset Management, LLC12,889$919.0K0.05%+4,933+62.0%Added
Skandinaviska Enskilda Banken AB (publ)14,000$998.0K0.01%−28,000−66.7%Reduced
The PNC Financial Services Group, Inc.14,154$1.01M0.00%+1,448+11.4%Added
Renaissance Group LLC14,548$1.04M0.04%−202−1.4%Reduced
Maryland State Retirement & Pension System14,285$1.04M0.03%+14,285New
Oregon Public Employees Retirement Fund14,758$1.05M0.01%−100−0.7%Reduced
Boston Financial Mangement LLC15,000$1.07M0.04%00.0%Unchanged
American Century Companies Inc15,651$1.12M0.00%+5,852+59.7%Added
Duality Advisers, LP15,907$1.13M0.09%+15,907New
Assenagon Asset Management S.A.16,625$1.19M0.00%+971+6.2%Added
Aptus Capital Advisors, LLC16,748$1.19M0.05%+3,008+21.9%Added
Louisiana State Employees Retirement System17,500$1.25M0.03%+1,100+6.7%Added
AQR Capital Management LLC17,676$1.26M0.00%−4,814−21.4%Reduced
STRS Ohio17,900$1.28M0.00%+800+4.7%Added
Manufacturers Life Insurance Company, The18,154$1.29M0.00%−1,969−9.8%Reduced
Two Sigma Advisers, LP18,200$1.30M0.00%−9,100−33.3%Reduced
First National Bank of Omaha18,942$1.35M0.07%+1,894+11.1%Added
Amalgamated Bank19,001$1.35M0.01%−345−1.8%Reduced
HRT Financial LP19,276$1.37M0.01%−1,419−6.9%Reduced
Pacific Ridge Capital Partners, LLC19,900$1.42M0.26%+720+3.8%Added
US Bancorp19,947$1.42M0.00%−3,182−13.8%Reduced
State of Tennessee, Treasury Department21,132$1.51M0.01%−4,494−17.5%Reduced
Lord, Abbett & Co. LLC22,348$1.59M0.00%00.0%Unchanged
American International Group, Inc.22,430$1.60M0.01%−781−3.4%Reduced
Pallas Capital Advisors LLC16,771$1.60M0.18%+5,050+43.1%Added
Aviva PLC22,731$1.62M0.01%+22,731New
Bank of Montreal22,551$1.65M0.00%−680−2.9%Reduced
Johnson Investment Counsel Inc23,495$1.68M0.02%+120+0.5%Added
New York State Teachers Retirement System24,016$1.71M0.00%−3,600−13.0%Reduced
First Republic Investment Management, Inc.24,210$1.73M0.00%+2,581+11.9%Added
Deutsche Bank AG24,598$1.75M0.00%−10,656−30.2%Reduced
Royal Bank of Canada25,410$1.81M0.00%−1,712−6.3%Reduced
State of Alaska, Department of Revenue26,483$1.89M0.02%+1,379+5.5%Added
Texas Permanent School Fund26,856$1.92M0.02%−185−0.7%Reduced
Voya Investment Management LLC27,235$1.94M0.00%+304+1.1%Added
TD Asset Management Inc27,300$1.95M0.00%−9,200−25.2%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys27,527$1.96M0.02%−319−1.1%Reduced
State Board of Administration of Florida Retirement System28,053$2.00M0.00%00.0%Unchanged
Nisa Investment Advisors, LLC28,070$2.00M0.01%00.0%Unchanged
Thrivent Financial for Lutherans29,346$2.09M0.00%−317−1.1%Reduced
Citigroup Inc29,895$2.13M0.00%−3,471−10.4%Reduced
Credit Suisse AG30,029$2.14M0.00%−2,523−7.8%Reduced
Knights of Columbus Asset Advisors LLC30,723$2.19M0.20%+4,784+18.4%Added
Ensign Peak Advisors, Inc31,203$2.23M0.00%00.0%Unchanged
Great West Life Assurance Co31,347$2.25M0.01%+588+1.9%Added
Barclays PLC32,474$2.31M0.00%+4,533+16.2%Added
Canada Pension Plan Investment Board33,000$2.35M0.00%+33,000New
Fisher Asset Management, LLC34,049$2.43M0.00%+7,441+28.0%Added
Winmill & Co. Inc34,600$2.47M0.79%+34,600New
SG Americas Securities, LLC34,769$2.48M0.01%+30,932+806.2%Added
State of New Jersey Common Pension Fund D35,933$2.56M0.01%+5,619+18.5%Added
Bridge City Capital, LLC38,738$2.76M1.25%−10,333−21.1%Reduced
New York State Common Retirement Fund40,067$2.86M0.00%−2,096−5.0%Reduced
Prudential Financial Inc41,560$2.89M0.00%−8,692−17.3%Reduced
Brinker Capital Investments, LLC38,585$3.04M0.05%00.0%Unchanged
Truist Financial Corp43,454$3.10M0.01%+13,971+47.4%Added
Leuthold Group, LLC44,459$3.17M0.39%+135+0.3%Added
BNP Paribas Arbitrage, SA44,595$3.18M0.01%+26,791+150.5%Added
Citadel Advisors LLC44,938$3.21M0.00%+19,963+79.9%Added
Stansberry Asset Management, LLC47,507$3.39M0.68%+1,522+3.3%Added
Laurus Investment Counsel Inc.37,670$3.41M0.97%00.0%Unchanged
California State Teachers Retirement System49,015$3.50M0.00%−132−0.3%Reduced
Renaissance Technologies LLC50,600$3.61M0.00%−3,774−6.9%Reduced
Man Group plc50,923$3.63M0.01%−903−1.7%Reduced