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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
State of Alaska, Department of Revenue25,143$2.24M0.02%−375−1.5%Reduced
Bank of Montreal24,736$2.23M0.00%+6,454+35.3%Added
Aviva PLC24,772$2.21M0.01%−1,872−7.0%Reduced
First Republic Investment Management, Inc.24,735$2.20M0.00%+1,728+7.5%Added
Johnson Investment Counsel Inc23,495$2.09M0.03%00.0%Unchanged
Deutsche Bank AG23,445$2.09M0.00%−1,893−7.5%Reduced
New York State Teachers Retirement System23,416$2.08M0.00%−400−1.7%Reduced
Aptus Capital Advisors, LLC22,106$1.97M0.06%+1,410+6.8%Added
Peterson Wealth Services20,974$1.87M1.15%+1,357+6.9%Added
American International Group, Inc.20,457$1.82M0.01%−1,255−5.8%Reduced
US Bancorp19,961$1.78M0.00%−39−0.2%Reduced
MetLife Investment Management19,337$1.72M0.01%+6,837+54.7%Added
State of Tennessee, Treasury Department19,338$1.72M0.01%−1,794−8.5%Reduced
Advisor Group Holdings, Inc.7,103$1.66M0.00%−395−5.3%Reduced
Louisiana State Employees Retirement System17,500$1.60M0.04%+100+0.6%Added
Amalgamated Bank17,704$1.58M0.01%−898−4.8%Reduced
Amalgamated Financial Corp.17,704$1.58M0.01%+17,704New
Natixis Advisors, L.P.17,505$1.56M0.01%+1,333+8.2%Added
Pallas Capital Advisors LLC17,578$1.56M0.20%+240+1.4%Added
Renaissance Group LLC15,979$1.42M0.06%+596+3.9%Added
American Century Companies Inc15,246$1.36M0.00%−1,200−7.3%Reduced
Voya Investment Management LLC15,170$1.35M0.00%−8,908−37.0%Reduced
Boston Financial Mangement LLC15,000$1.33M0.05%00.0%Unchanged
Manufacturers Life Insurance Company, The14,595$1.30M0.00%−3,340−18.6%Reduced
Maryland State Retirement & Pension System14,452$1.29M0.03%+84+0.6%Added
MML Investors Services, LLC14,257$1.27M0.01%+1,047+7.9%Added
The PNC Financial Services Group, Inc.13,912$1.24M0.00%−567−3.9%Reduced
AQR Capital Management LLC13,610$1.21M0.00%+1,832+15.6%Added
Oregon Public Employees Retirement Fund13,565$1.21M0.01%−400−2.9%Reduced
First National Bank of Omaha12,981$1.16M0.06%−4,563−26.0%Reduced
Pacific Ridge Capital Partners, LLC12,620$1.12M0.21%00.0%Unchanged
Putnam Investments LLC12,052$1.07M0.00%−912−7.0%Reduced
Two Sigma Advisers, LP11,700$1.04M0.00%−3,000−20.4%Reduced
SummerHaven Investment Management, LLC11,614$1.03M0.58%+513+4.6%Added
Russell Investments Group, Ltd.11,459$1.02M0.00%+2,293+25.0%Added
Mawer Investment Management Ltd.11,354$1.01M0.00%+3,803+50.4%Added
Teachers Retirement System of the State of Kentucky11,200$997.0K0.01%00.0%Unchanged
STRS Ohio10,900$970.0K0.00%−4,400−28.8%Reduced
Oppenheimer Asset Management Inc.10,727$955.0K0.01%−265−2.4%Reduced
JB Capital Partners LP10,500$935.0K0.21%00.0%Unchanged
BNP Paribas Arbitrage, SA10,164$904.7K0.00%−7,967−43.9%Reduced
Arizona State Retirement System9,743$867.0K0.01%−28−0.3%Reduced
Azzad Asset Management Inc9,233$821.8K0.12%−2,281−19.8%Reduced
Saturna Capital CORP9,100$810.0K0.02%+100+1.1%Added
Glenmede Trust Co NA8,411$748.0K0.00%−83−1.0%Reduced
TownSquare Capital, LLC7,989$711.0K0.02%+7,989New
ProShare Advisors LLC7,944$707.0K0.00%−977−11.0%Reduced
SEI Investments Co7,686$684.0K0.00%+1,847+31.6%Added
Handelsbanken Fonder AB7,537$671.0K0.00%−800−9.6%Reduced
Teacher Retirement System of Texas7,480$666.0K0.00%+437+6.2%Added
Pitcairn Co7,340$653.0K0.06%−162−2.2%Reduced
Diversified Trust Co7,337$653.0K0.02%00.0%Unchanged
People's United Financial, Inc.7,335$653.0K0.02%+264+3.7%Added
Ensign Peak Advisors, Inc7,313$651.0K0.00%00.0%Unchanged
Indie Asset Partners, LLC7,225$643.0K0.48%−1,000−12.2%Reduced
LPL Financial LLC7,072$629.0K0.00%+217+3.2%Added
O'Shaughnessy Asset Management, LLC6,832$608.0K0.01%−1,803−20.9%Reduced
Blueshift Asset Management, LLC6,835$608.0K0.06%+3,151+85.5%Added
Pathstone Family Office, LLC5,946$585.0K0.01%+767+14.8%Added
Creative Planning6,438$573.0K0.00%+461+7.7%Added
Cetera Advisors LLC6,262$557.0K0.01%+2,872+84.7%Added
Origin Asset Management LLP6,163$549.0K0.18%00.0%Unchanged
Everence Capital Management Inc5,920$527.0K0.04%00.0%Unchanged
Los Angeles Capital Management LLC5,855$521.0K0.00%+145+2.5%Added
Park Avenue Securities LLC5,749$512.0K0.01%+513+9.8%Added
M&T Bank Corp5,524$491.0K0.00%+189+3.5%Added
KBC Group NV5,298$472.0K0.00%00.0%Unchanged
Cornerstone Investment Partners, LLC5,233$466.0K0.03%+10.0%Added
Smith Group Asset Management, LLC5,207$463.0K0.02%−3,853−42.5%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)5,194$462.0K0.00%−52−1.0%Reduced
Mutual of America Capital Management LLC5,193$462.0K0.00%+269+5.5%Added
Gsa Capital Partners LLP5,161$459.0K0.06%+5,161New
HSBC Holdings PLC4,961$445.0K0.00%−4,063−45.0%Reduced
Meritage Portfolio Management4,836$430.0K0.03%+490+11.3%Added
Summit Global Investments4,800$427.0K0.03%+4,800New
BTC Capital Management, Inc.4,733$421.0K0.04%−798−14.4%Reduced
Cim, LLC4,839$420.0K0.08%−197−3.9%Reduced
IndexIQ Advisors LLC4,522$403.0K0.01%−1,126−19.9%Reduced
Cambridge Investment Research Advisors, Inc.4,446$396.0K0.00%+102+2.3%Added
Keybank National Association4,195$373.0K0.00%−1,885−31.0%Reduced
Janney Montgomery Scott LLC4,177$372.0K0.00%−344−7.6%Reduced
Lido Advisors, LLC4,177$371.0K0.01%+4,177New
Millennium Management LLC4,090$364.0K0.00%−11,999−74.6%Reduced
Redwood Investment Management, LLC4,047$360.0K0.05%+4,047New
Quantinno Capital Management LP3,841$342.0K0.05%00.0%Unchanged
Ifrah Financial Services, Inc.3,749$334.0K0.09%+16+0.4%Added
Susquehanna International Group, LLP3,703$330.0K0.00%−3,708−50.0%Reduced
Sigma Planning Corp3,652$325.0K0.01%+194+5.6%Added
D. E. Shaw & Co., Inc.3,628$323.0K0.00%−245−6.3%Reduced
Guggenheim Capital LLC3,449$307.0K0.00%+488+16.5%Added
Heritage Wealth Management, LLC3,446$307.0K0.08%+3,446New
Neuberger Berman Group LLC3,438$306.0K0.00%+79+2.4%Added
Fort, L.P.3,294$293.0K0.11%+196+6.3%Added
Regions Financial Corp3,241$288.0K0.00%−16−0.5%Reduced
Crossmark Global Holdings, Inc.3,240$288.0K0.01%−20−0.6%Reduced
State of Wyoming3,186$284.0K0.14%+4+0.1%Added
Hunter Associates Investment Management LLC3,000$267.0K0.09%−3,000−50.0%Reduced
Profund Advisors LLC2,991$266.0K0.01%−317−9.6%Reduced
First Citizens Bank & Trust Co2,917$260.0K0.01%−187−6.0%Reduced
Versor Investments LP2,911$259.0K0.01%+2,911New