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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,357 | $64.6B |
| Q1 2026 | 1,206 | $44.6B |
| Q4 2025 | 1,043 | $31.1B |
| Q3 2025 | 888 | $27.5B |
| Q2 2025 | 755 | $18.1B |
| Q1 2025 | 632 | $10.9B |
| Q4 2024 | 665 | $14.4B |
| Q3 2024 | 591 | $13.1B |
| Q2 2024 | 555 | $10.5B |
| Q1 2024 | 505 | $11.0B |
| Q4 2023 | 447 | $7.16B |
| Q3 2023 | 400 | $5.97B |
| Q2 2023 | 378 | $5.62B |
| Q1 2023 | 348 | $5.03B |
| Q4 2022 | 337 | $3.92B |
| Q3 2022 | 299 | $3.35B |
| Q2 2022 | 277 | $2.88B |
| Q1 2022 | 280 | $3.11B |
| Q4 2021 | 291 | $3.41B |
| Q3 2021 | 269 | $2.43B |
| Q2 2021 | 282 | $2.67B |
| Q1 2021 | 252 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Keybank National Association | 4,195 | $373.0K | 0.00% | −1,885−31.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,446 | $396.0K | 0.00% | +102+2.3% | Added |
| IndexIQ Advisors LLC | 4,522 | $403.0K | 0.01% | −1,126−19.9% | Reduced |
| Cim, LLC | 4,839 | $420.0K | 0.08% | −197−3.9% | Reduced |
| BTC Capital Management, Inc. | 4,733 | $421.0K | 0.04% | −798−14.4% | Reduced |
| Summit Global Investments | 4,800 | $427.0K | 0.03% | +4,800 | New |
| Meritage Portfolio Management | 4,836 | $430.0K | 0.03% | +490+11.3% | Added |
| HSBC Holdings PLC | 4,961 | $445.0K | 0.00% | −4,063−45.0% | Reduced |
| Gsa Capital Partners LLP | 5,161 | $459.0K | 0.06% | +5,161 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,194 | $462.0K | 0.00% | −52−1.0% | Reduced |
| Mutual of America Capital Management LLC | 5,193 | $462.0K | 0.00% | +269+5.5% | Added |
| Smith Group Asset Management, LLC | 5,207 | $463.0K | 0.02% | −3,853−42.5% | Reduced |
| Cornerstone Investment Partners, LLC | 5,233 | $466.0K | 0.03% | +10.0% | Added |
| KBC Group NV | 5,298 | $472.0K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 5,524 | $491.0K | 0.00% | +189+3.5% | Added |
| Park Avenue Securities LLC | 5,749 | $512.0K | 0.01% | +513+9.8% | Added |
| Los Angeles Capital Management LLC | 5,855 | $521.0K | 0.00% | +145+2.5% | Added |
| Everence Capital Management Inc | 5,920 | $527.0K | 0.04% | 00.0% | Unchanged |
| Origin Asset Management LLP | 6,163 | $549.0K | 0.18% | 00.0% | Unchanged |
| Cetera Advisors LLC | 6,262 | $557.0K | 0.01% | +2,872+84.7% | Added |
| Creative Planning | 6,438 | $573.0K | 0.00% | +461+7.7% | Added |
| Pathstone Family Office, LLC | 5,946 | $585.0K | 0.01% | +767+14.8% | Added |
| O'Shaughnessy Asset Management, LLC | 6,832 | $608.0K | 0.01% | −1,803−20.9% | Reduced |
| Blueshift Asset Management, LLC | 6,835 | $608.0K | 0.06% | +3,151+85.5% | Added |
| LPL Financial LLC | 7,072 | $629.0K | 0.00% | +217+3.2% | Added |
| Indie Asset Partners, LLC | 7,225 | $643.0K | 0.48% | −1,000−12.2% | Reduced |
| Ensign Peak Advisors, Inc | 7,313 | $651.0K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 7,340 | $653.0K | 0.06% | −162−2.2% | Reduced |
| Diversified Trust Co | 7,337 | $653.0K | 0.02% | 00.0% | Unchanged |
| People's United Financial, Inc. | 7,335 | $653.0K | 0.02% | +264+3.7% | Added |
| Teacher Retirement System of Texas | 7,480 | $666.0K | 0.00% | +437+6.2% | Added |
| Handelsbanken Fonder AB | 7,537 | $671.0K | 0.00% | −800−9.6% | Reduced |
| SEI Investments Co | 7,686 | $684.0K | 0.00% | +1,847+31.6% | Added |
| ProShare Advisors LLC | 7,944 | $707.0K | 0.00% | −977−11.0% | Reduced |
| TownSquare Capital, LLC | 7,989 | $711.0K | 0.02% | +7,989 | New |
| Glenmede Trust Co NA | 8,411 | $748.0K | 0.00% | −83−1.0% | Reduced |
| Saturna Capital CORP | 9,100 | $810.0K | 0.02% | +100+1.1% | Added |
| Azzad Asset Management Inc | 9,233 | $821.8K | 0.12% | −2,281−19.8% | Reduced |
| Arizona State Retirement System | 9,743 | $867.0K | 0.01% | −28−0.3% | Reduced |
| BNP Paribas Arbitrage, SA | 10,164 | $904.7K | 0.00% | −7,967−43.9% | Reduced |
| JB Capital Partners LP | 10,500 | $935.0K | 0.21% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 10,727 | $955.0K | 0.01% | −265−2.4% | Reduced |
| STRS Ohio | 10,900 | $970.0K | 0.00% | −4,400−28.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,200 | $997.0K | 0.01% | 00.0% | Unchanged |
| Mawer Investment Management Ltd. | 11,354 | $1.01M | 0.00% | +3,803+50.4% | Added |
| Russell Investments Group, Ltd. | 11,459 | $1.02M | 0.00% | +2,293+25.0% | Added |
| SummerHaven Investment Management, LLC | 11,614 | $1.03M | 0.58% | +513+4.6% | Added |
| Two Sigma Advisers, LP | 11,700 | $1.04M | 0.00% | −3,000−20.4% | Reduced |
| Putnam Investments LLC | 12,052 | $1.07M | 0.00% | −912−7.0% | Reduced |
| Pacific Ridge Capital Partners, LLC | 12,620 | $1.12M | 0.21% | 00.0% | Unchanged |
| First National Bank of Omaha | 12,981 | $1.16M | 0.06% | −4,563−26.0% | Reduced |
| Oregon Public Employees Retirement Fund | 13,565 | $1.21M | 0.01% | −400−2.9% | Reduced |
| AQR Capital Management LLC | 13,610 | $1.21M | 0.00% | +1,832+15.6% | Added |
| The PNC Financial Services Group, Inc. | 13,912 | $1.24M | 0.00% | −567−3.9% | Reduced |
| MML Investors Services, LLC | 14,257 | $1.27M | 0.01% | +1,047+7.9% | Added |
| Maryland State Retirement & Pension System | 14,452 | $1.29M | 0.03% | +84+0.6% | Added |
| Manufacturers Life Insurance Company, The | 14,595 | $1.30M | 0.00% | −3,340−18.6% | Reduced |
| Boston Financial Mangement LLC | 15,000 | $1.33M | 0.05% | 00.0% | Unchanged |
| Voya Investment Management LLC | 15,170 | $1.35M | 0.00% | −8,908−37.0% | Reduced |
| American Century Companies Inc | 15,246 | $1.36M | 0.00% | −1,200−7.3% | Reduced |
| Renaissance Group LLC | 15,979 | $1.42M | 0.06% | +596+3.9% | Added |
| Pallas Capital Advisors LLC | 17,578 | $1.56M | 0.20% | +240+1.4% | Added |
| Natixis Advisors, L.P. | 17,505 | $1.56M | 0.01% | +1,333+8.2% | Added |
| Amalgamated Bank | 17,704 | $1.58M | 0.01% | −898−4.8% | Reduced |
| Amalgamated Financial Corp. | 17,704 | $1.58M | 0.01% | +17,704 | New |
| Louisiana State Employees Retirement System | 17,500 | $1.60M | 0.04% | +100+0.6% | Added |
| Advisor Group Holdings, Inc. | 7,103 | $1.66M | 0.00% | −395−5.3% | Reduced |
| State of Tennessee, Treasury Department | 19,338 | $1.72M | 0.01% | −1,794−8.5% | Reduced |
| MetLife Investment Management | 19,337 | $1.72M | 0.01% | +6,837+54.7% | Added |
| US Bancorp | 19,961 | $1.78M | 0.00% | −39−0.2% | Reduced |
| American International Group, Inc. | 20,457 | $1.82M | 0.01% | −1,255−5.8% | Reduced |
| Peterson Wealth Services | 20,974 | $1.87M | 1.15% | +1,357+6.9% | Added |
| Aptus Capital Advisors, LLC | 22,106 | $1.97M | 0.06% | +1,410+6.8% | Added |
| New York State Teachers Retirement System | 23,416 | $2.08M | 0.00% | −400−1.7% | Reduced |
| Deutsche Bank AG | 23,445 | $2.09M | 0.00% | −1,893−7.5% | Reduced |
| Johnson Investment Counsel Inc | 23,495 | $2.09M | 0.03% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 24,735 | $2.20M | 0.00% | +1,728+7.5% | Added |
| Aviva PLC | 24,772 | $2.21M | 0.01% | −1,872−7.0% | Reduced |
| Bank of Montreal | 24,736 | $2.23M | 0.00% | +6,454+35.3% | Added |
| State of Alaska, Department of Revenue | 25,143 | $2.24M | 0.02% | −375−1.5% | Reduced |
| Man Group plc | 25,502 | $2.27M | 0.01% | −22,828−47.2% | Reduced |
| Texas Permanent School Fund | 25,551 | $2.27M | 0.03% | −547−2.1% | Reduced |
| Citadel Advisors LLC | 26,251 | $2.34M | 0.00% | +2,848+12.2% | Added |
| State Board of Administration of Florida Retirement System | 26,794 | $2.38M | 0.00% | −533−2.0% | Reduced |
| Nisa Investment Advisors, LLC | 27,992 | $2.49M | 0.02% | −78−0.3% | Reduced |
| Thrivent Financial for Lutherans | 29,340 | $2.61M | 0.01% | +90.0% | Added |
| State of New Jersey Common Pension Fund D | 29,441 | $2.62M | 0.01% | +1,851+6.7% | Added |
| Royal Bank of Canada | 29,762 | $2.65M | 0.00% | −3,484−10.5% | Reduced |
| Walthausen & Co., LLC | 29,837 | $2.66M | 0.75% | +5,082+20.5% | Added |
| Knights of Columbus Asset Advisors LLC | 30,964 | $2.76M | 0.24% | +20.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 31,071 | $2.77M | 0.03% | +3,831+14.1% | Added |
| Great West Life Assurance Co | 31,133 | $2.84M | 0.01% | −251−0.8% | Reduced |
| Credit Suisse AG | 32,862 | $2.92M | 0.00% | +4,022+13.9% | Added |
| Barclays PLC | 34,108 | $3.04M | 0.00% | −15,396−31.1% | Reduced |
| Yousif Capital Management, LLC | 34,362 | $3.06M | 0.03% | −45−0.1% | Reduced |
| Citigroup Inc | 37,197 | $3.31M | 0.00% | +1,224+3.4% | Added |
| Laurus Investment Counsel Inc. | 37,670 | $3.35M | 1.27% | 00.0% | Unchanged |
| Bridge City Capital, LLC | 38,544 | $3.43M | 1.60% | −195−0.5% | Reduced |
| Brinker Capital Investments, LLC | 39,704 | $3.53M | 0.05% | −614−1.5% | Reduced |
| New York State Common Retirement Fund | 39,788 | $3.54M | 0.00% | −343−0.9% | Reduced |