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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
Third Avenue Management LLC52,390$3.74M0.50%00.0%Unchanged
Ci Investments Inc.53,321$3.80M0.01%+500+0.9%Added
UBS Asset Management Americas Inc53,741$3.83M0.00%+1,608+3.1%Added
Public Employees Retirement System of Ohio58,787$4.19M0.01%+5,248+9.8%Added
Seizert Capital Partners, LLC58,812$4.19M0.19%+4,225+7.7%Added
Hotchkis & Wiley Capital Management LLC59,400$4.24M0.01%−33,460−36.0%Reduced
Millennium Management LLC63,339$4.52M0.01%+13,683+27.6%Added
RE Advisers Corp69,888$4.98M0.12%+1,900+2.8%Added
Parametric Portfolio Associates LLC70,568$5.03M0.00%−5,721−7.5%Reduced
Moody Aldrich Partners LLC70,959$5.06M0.64%−27,946−28.3%Reduced
Public Sector Pension Investment Board73,363$5.23M0.03%−1,367−1.8%Reduced
Comerica Bank63,848$5.37M0.03%+28,316+79.7%Added
Envestnet Asset Management Inc78,113$5.57M0.00%+10,901+16.2%Added
Goldman Sachs Group Inc79,650$5.68M0.00%−15,473−16.3%Reduced
Swiss National Bank80,200$5.72M0.00%+400+0.5%Added
RK Capital Management, LLC83,000$5.92M1.12%+83,000New
Rhumbline Advisers83,989$5.99M0.01%−13,528−13.9%Reduced
Bank of America Corp84,179$6.00M0.00%+8,066+10.6%Added
AXA S.A.87,000$6.21M0.02%00.0%Unchanged
GFI Investment Counsel Ltd.88,000$6.28M0.81%00.0%Unchanged
Swedbank AB100,000$7.13M0.01%+10,000+11.1%Added
Legal & General Group Plc100,318$7.15M0.00%+7,251+7.8%Added
Impax Asset Management Group plc105,695$7.54M0.03%00.0%Unchanged
Divisar Capital Management LLC106,854$7.62M2.61%+2,720+2.6%Added
Alliancebernstein L.P.119,839$8.55M0.00%−2,089−1.7%Reduced
First Trust Advisors LP120,008$8.56M0.01%−28,052−18.9%Reduced
Nordea Investment Management AB126,520$9.31M0.01%+726+0.6%Added
Eagle Asset Management Inc144,589$10.3M0.05%+42,026+41.0%Added
Epoch Investment Partners, Inc.149,689$10.7M0.06%+3,027+2.1%Added
Massachusetts Financial Services Co153,904$11.0M0.00%+58,120+60.7%Added
Raymond James & Associates182,878$13.0M0.01%+9,801+5.7%Added
Ameriprise Financial Inc186,394$13.3M0.00%−9,283−4.7%Reduced
Boston Trust Walden Corp217,014$15.5M0.14%+5,219+2.5%Added
Morgan Stanley219,176$15.6M0.00%+22,822+11.6%Added
Panagora Asset Management Inc221,792$15.8M0.08%+1,726+0.8%Added
Victory Capital Management Inc224,829$16.0M0.02%+206,886+1,153.0%Added
Wells Fargo & Company266,480$19.0M0.00%+41,697+18.5%Added
Tributary Capital Management, LLC267,069$19.0M1.47%+45,740+20.7%Added
Royce & Associates LP268,946$19.2M0.14%−138,022−33.9%Reduced
Public Employees Retirement Association of Colorado314,146$22.4M0.10%−10,925−3.4%Reduced
Storebrand Asset Management AS342,704$24.4M0.12%+5,917+1.8%Added
Norges Bank353,127$25.2M0.01%−35,904−9.2%Reduced
Charles Schwab Investment Management Inc359,488$25.6M0.01%−5,548−1.5%Reduced
Capital Research Global Investors400,000$28.5M0.01%00.0%Unchanged
Invesco Ltd.413,572$29.5M0.01%+746+0.2%Added
JPMorgan Chase & Co415,495$29.6M0.00%−113,382−21.4%Reduced
Northern Trust Corp418,432$29.8M0.01%−15,844−3.6%Reduced
Systematic Financial Management LP444,814$31.7M0.98%+7,624+1.7%Added
Robeco Institutional Asset Management B.V.453,810$32.4M0.07%+263,460+138.4%Added
Robeco Schweiz AG465,880$33.2M0.48%+269,930+137.8%Added
Bank of New York Mellon Corp490,561$35.0M0.01%−40.0%Reduced
Principal Financial Group Inc510,615$36.4M0.02%−44,311−8.0%Reduced
Brown Advisory Inc555,206$39.6M0.06%+12,180+2.2%Added
Nuveen Asset Management, LLC568,820$40.6M0.01%−33,172−5.5%Reduced
GW&K Investment Management, LLC590,010$42.1M0.38%+131,748+28.7%Added
Geode Capital Management, LLC600,853$42.9M0.01%+601+0.1%Added
Price T Rowe Associates Inc601,032$42.9M0.00%−46,014−7.1%Reduced
Federated Hermes, Inc.601,136$42.9M0.08%−80.0%Reduced
Fuller & Thaler Asset Management, Inc.610,660$43.6M0.28%+93,697+18.1%Added
Westwood Holdings Group Inc.660,833$47.1M0.51%−9,414−1.4%Reduced
Janus Henderson Group PLC668,050$47.6M0.02%−1,224−0.2%Reduced
FMR LLC805,277$57.4M0.00%−95,110−10.6%Reduced
Neumeier Poma Investment Counsel LLC821,028$58.6M3.48%−40,900−4.7%Reduced
State Street Corp1,136,212$81.0M0.00%−6,609−0.6%Reduced
River Road Asset Management, LLC1,387,078$98.9M1.09%+24,501+1.8%Added
Dimensional Fund Advisors LP1,419,870$101.3M0.03%−1720.0%Reduced
Capital World Investors1,521,479$108.5M0.02%00.0%Unchanged
Vanguard Group Inc3,709,312$264.5M0.01%+16,210+0.4%Added
BlackRock Inc.5,384,284$384.0M0.01%−44,425−0.8%Reduced
Schroder Investment Management Group0$00.00%−360,895−100.0%Sold out
Pacer Advisors, Inc.0$00.00%−71,959−100.0%Sold out
Hancock Whitney Corp0$00.00%−29,000−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−23,218−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−14,745−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−14,640−100.0%Sold out
Waddell & Associates, LLC0$00.00%−14,000−100.0%Sold out
Penbrook Management LLC0$00.00%−12,765−100.0%Sold out
Empirical Finance, LLC0$00.00%−11,152−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−10,717−100.0%Sold out
Globeflex Capital L P0$00.00%−10,137−100.0%Sold out
Acadian Asset Management LLC0$00.00%−7,967−100.0%Sold out
Squarepoint Ops LLC0$00.00%−7,553−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−6,296−100.0%Sold out
Alps Advisors Inc0$00.00%−4,660−100.0%Sold out
Trexquant Investment LP0$00.00%−4,082−100.0%Sold out
Holocene Advisors, LP0$00.00%−3,880−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−3,781−100.0%Sold out
Paloma Partners Management Co0$00.00%−3,671−100.0%Sold out
Verition Fund Management LLC0$00.00%−3,658−100.0%Sold out
HighTower Advisors, LLC0$00.00%−3,094−100.0%Sold out
Caxton Associates LP0$00.00%−3,056−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−3,058−100.0%Sold out
Euclidean Technologies Management, LLC0$00.00%−2,714−100.0%Sold out
BTC Capital Management, Inc.0$00.00%−2,596−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−2,552−100.0%Sold out
Cetera Advisors LLC0$00.00%−2,543−100.0%Sold out
Brendel Financial Advisors LLC0$00.00%−641−100.0%Sold out
Harbour Investments, Inc.0$00.00%−500−100.0%Sold out
Bessemer Group Inc0$00.00%−439−100.0%Sold out
Advisory Services Network, LLC0$00.00%−350−100.0%Sold out