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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, Q1 2022

Institutional positions in Comfort Systems USA Inc as of Mar 31, 2022. 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
280
−9 vs. Q4 2021
Shares held
34.9M
−30.9K (−0.1%) vs. Q4 2021
Total value
$3.11B
−$299.5M (−8.8%) vs. Q4 2021
New holders
30
105 more added
Sold out
39
104 more reduced

2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 280 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 heldQ1 2022: $3.11B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q4 2021.

Institutions holding FIX in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.5,494,738$489.1M0.01%+7,653+0.1%Added
Vanguard Group Inc3,723,520$331.4M0.01%+32,264+0.9%Added
Capital World Investors2,336,939$208.0M0.04%+570,560+32.3%Added
Dimensional Fund Advisors LP1,370,143$122.0M0.04%−6,872−0.5%Reduced
River Road Asset Management, LLC1,367,141$121.7M1.34%+14,726+1.1%Added
State Street Corp1,169,617$104.1M0.01%+38,414+3.4%Added
Nuveen Asset Management, LLC716,977$66.7M0.02%+165,105+29.9%Added
Neumeier Poma Investment Counsel LLC739,713$65.8M4.42%−80,985−9.9%Reduced
Westwood Holdings Group Inc.716,102$63.7M0.59%+39,165+5.8%Added
Victory Capital Management Inc706,010$62.8M0.06%+105,477+17.6%Added
Janus Henderson Group PLC664,753$59.2M0.03%−4,095−0.6%Reduced
GW&K Investment Management, LLC641,537$57.1M0.51%+14,972+2.4%Added
Fuller & Thaler Asset Management, Inc.634,014$56.4M0.33%−1,314−0.2%Reduced
FMR LLC619,168$55.1M0.00%−238,828−27.8%Reduced
Brown Advisory Inc608,181$54.1M0.08%+32,092+5.6%Added
Geode Capital Management, LLC607,015$54.0M0.01%+2,221+0.4%Added
Price T Rowe Associates Inc594,464$52.9M0.01%+9,682+1.7%Added
Lord, Abbett & Co. LLC566,455$50.4M0.13%+268,903+90.4%Added
Federated Hermes, Inc.532,000$47.4M0.11%−68,501−11.4%Reduced
Principal Financial Group Inc486,580$43.3M0.03%−319−0.1%Reduced
Capital Research Global Investors420,900$37.5M0.01%+20,900+5.2%Added
Bank of New York Mellon Corp405,421$36.1M0.01%−2,127−0.5%Reduced
Northern Trust Corp399,518$35.6M0.01%−13,509−3.3%Reduced
JPMorgan Chase & Co392,511$34.9M0.00%−29,428−7.0%Reduced
Systematic Financial Management LP374,071$33.3M1.04%+5,492+1.5%Added
Charles Schwab Investment Management Inc362,432$32.3M0.01%+4,711+1.3%Added
Norges Bank344,044$30.6M0.01%00.0%Unchanged
Robeco Schweiz AG337,442$30.0M0.42%+10,000+3.1%Added
Robeco Institutional Asset Management B.V.330,000$29.4M0.07%+10,000+3.1%Added
Public Employees Retirement Association of Colorado313,605$27.9M0.13%−541−0.2%Reduced
Tributary Capital Management, LLC263,720$23.5M1.85%+12,632+5.0%Added
Storebrand Asset Management AS252,516$22.5M0.11%−64,725−20.4%Reduced
Panagora Asset Management Inc227,438$20.2M0.11%+6,317+2.9%Added
Boston Trust Walden Corp225,197$20.0M0.17%+6,998+3.2%Added
RK Capital Management, LLC193,900$17.3M3.42%+83,200+75.2%Added
Ameriprise Financial Inc188,348$16.8M0.00%+1,471+0.8%Added
Raymond James & Associates181,688$16.2M0.01%+1,137+0.6%Added
Congress Asset Management Co180,039$16.0M0.14%+180,039New
Morgan Stanley159,646$14.2M0.00%−124,501−43.8%Reduced
Invesco Ltd.157,731$14.0M0.00%−346,845−68.7%Reduced
Wells Fargo & Company156,908$14.0M0.00%−2,973−1.9%Reduced
Truist Financial Corp135,331$12.0M0.02%+17,130+14.5%Added
Nordea Investment Management AB131,356$11.8M0.01%+5,498+4.4%Added
Allspring Global Investments Holdings, LLC128,829$11.5M0.01%−9,548−6.9%Reduced
Royce & Associates LP118,829$10.6M0.09%−41,904−26.1%Reduced
Massachusetts Financial Services Co113,167$10.1M0.00%+23,845+26.7%Added
Legal & General Group Plc101,980$9.08M0.00%−831−0.8%Reduced
Envestnet Asset Management Inc100,735$8.97M0.00%+8,484+9.2%Added
Alliancebernstein L.P.100,655$8.96M0.00%+1,903+1.9%Added
Epoch Investment Partners, Inc.94,822$8.44M0.04%−55,648−37.0%Reduced
First Trust Advisors LP91,939$8.18M0.01%−66,490−42.0%Reduced
Parametric Portfolio Associates LLC90,989$8.10M0.00%+11,051+13.8%Added
Rhumbline Advisers88,387$7.87M0.01%+5,394+6.5%Added
GFI Investment Counsel Ltd.88,000$7.83M1.03%00.0%Unchanged
Hood River Capital Management LLC87,611$7.80M0.26%+87,611New
Swiss National Bank85,200$7.58M0.00%+5,000+6.2%Added
Eagle Asset Management Inc81,917$7.29M0.04%−27,062−24.8%Reduced
Swedbank AB80,000$7.12M0.01%−20,000−20.0%Reduced
Divisar Capital Management LLC79,707$7.09M2.17%+10,000+14.3%Added
Impax Asset Management Group plc75,695$6.74M0.03%00.0%Unchanged
Eaton Vance Management75,161$6.69M0.01%+45+0.1%Added
Goldman Sachs Group Inc74,615$6.64M0.00%+25,371+51.5%Added
Bank of America Corp73,443$6.54M0.00%−27,790−27.5%Reduced
AXA S.A.73,300$6.52M0.02%−2,800−3.7%Reduced
RE Advisers Corp68,188$6.07M0.15%−1,700−2.4%Reduced
Public Sector Pension Investment Board67,273$5.99M0.04%−6,090−8.3%Reduced
Moody Aldrich Partners LLC67,128$5.97M0.84%+7,167+12.0%Added
Prudential Financial Inc64,345$5.73M0.01%+7,185+12.6%Added
Comerica Bank60,019$5.50M0.04%−2,326−3.7%Reduced
Congress Wealth Management LLC59,841$5.33M0.12%+59,841New
Nicholas Company, Inc.59,190$5.27M0.09%+59,190New
Stansberry Asset Management, LLC58,836$5.24M0.93%+3,025+5.4%Added
Hotchkis & Wiley Capital Management LLC58,040$5.17M0.02%+8,780+17.8%Added
Fisher Asset Management, LLC55,507$4.94M0.00%+5,669+11.4%Added
UBS Asset Management Americas Inc54,212$4.83M0.00%+313+0.6%Added
Public Employees Retirement System of Ohio49,581$4.41M0.02%+3,448+7.5%Added
Ci Investments Inc.49,321$4.39M0.02%−2,200−4.3%Reduced
California State Teachers Retirement System46,043$4.10M0.01%−4,131−8.2%Reduced
Third Avenue Management LLC42,400$3.77M0.51%−9,990−19.1%Reduced
Renaissance Technologies LLC39,800$3.54M0.00%+39,800New
New York State Common Retirement Fund39,788$3.54M0.00%−343−0.9%Reduced
Brinker Capital Investments, LLC39,704$3.53M0.05%−614−1.5%Reduced
Bridge City Capital, LLC38,544$3.43M1.60%−195−0.5%Reduced
Laurus Investment Counsel Inc.37,670$3.35M1.27%00.0%Unchanged
Citigroup Inc37,197$3.31M0.00%+1,224+3.4%Added
Yousif Capital Management, LLC34,362$3.06M0.03%−45−0.1%Reduced
Barclays PLC34,108$3.04M0.00%−15,396−31.1%Reduced
Credit Suisse AG32,862$2.92M0.00%+4,022+13.9%Added
Great West Life Assurance Co31,133$2.84M0.01%−251−0.8%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys31,071$2.77M0.03%+3,831+14.1%Added
Knights of Columbus Asset Advisors LLC30,964$2.76M0.24%+20.0%Added
Walthausen & Co., LLC29,837$2.66M0.75%+5,082+20.5%Added
Royal Bank of Canada29,762$2.65M0.00%−3,484−10.5%Reduced
State of New Jersey Common Pension Fund D29,441$2.62M0.01%+1,851+6.7%Added
Thrivent Financial for Lutherans29,340$2.61M0.01%+90.0%Added
Nisa Investment Advisors, LLC27,992$2.49M0.02%−78−0.3%Reduced
State Board of Administration of Florida Retirement System26,794$2.38M0.00%−533−2.0%Reduced
Citadel Advisors LLC26,251$2.34M0.00%+2,848+12.2%Added
Texas Permanent School Fund25,551$2.27M0.03%−547−2.1%Reduced
Man Group plc25,502$2.27M0.01%−22,828−47.2%Reduced