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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, Q2 2022

Institutional positions in Comfort Systems USA Inc as of Jun 30, 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
277
+5 vs. Q1 2022
Shares held
34.7M
−112.9K (−0.3%) vs. Q1 2022
Total value
$2.88B
−$217.8M (−7.0%) vs. Q1 2022
New holders
31
81 more added
Sold out
26
122 more reduced

8 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 277 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 heldQ2 2022: $2.88B
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, Q2 2022

Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q1 2022.

Institutions holding FIX in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Zurcher Kantonalbank (Zurich Cantonalbank)5,194$432.0K0.00%00.0%Unchanged
Cornerstone Investment Partners, LLC5,209$433.0K0.03%−24−0.5%Reduced
Cantor Fitzgerald, L. P.5,207$433.0K0.01%+5,207New
New York Life Investment Management LLC5,239$436.0K0.01%+5,239New
Teacher Retirement System of Texas5,773$480.0K0.00%−1,707−22.8%Reduced
Everence Capital Management Inc5,920$492.0K0.04%00.0%Unchanged
Pathstone Family Office, LLC5,991$497.9K0.01%+45+0.8%Added
Mutual of America Capital Management LLC6,044$503.0K0.01%+851+16.4%Added
Park Avenue Securities LLC6,093$507.0K0.01%+344+6.0%Added
Cetera Advisors LLC6,134$510.0K0.01%−128−2.0%Reduced
Versor Investments LP6,142$511.0K0.02%+3,231+111.0%Added
Creative Planning6,465$538.0K0.00%+27+0.4%Added
Advisor Group Holdings, Inc.6,601$549.0K0.00%−502−7.1%Reduced
O'Shaughnessy Asset Management, LLC6,644$552.0K0.01%−188−2.8%Reduced
M&T Bank Corp14,405$574.0K0.00%+8,881+160.8%Added
LPL Financial LLC6,927$576.0K0.00%−145−2.1%Reduced
Stifel Financial Corp7,260$603.0K0.00%+7,260New
Ensign Peak Advisors, Inc7,313$608.0K0.00%00.0%Unchanged
Pitcairn Co7,345$611.0K0.06%+5+0.1%Added
Handelsbanken Fonder AB7,537$627.0K0.00%00.0%Unchanged
HSBC Holdings PLC7,749$644.0K0.00%+2,788+56.2%Added
Jane Street Group, LLC8,148$678.0K0.00%+8,148New
Lazard Asset Management LLC8,454$702.0K0.00%+7,597+886.5%Added
Glenmede Trust Co NA8,527$708.0K0.00%+116+1.4%Added
Cubist Systematic Strategies, LLC8,794$731.0K0.01%+8,794New
State of Wisconsin Investment Board8,982$747.0K0.00%+8,982New
Man Group plc–$754.0K0.00%––
Saturna Capital CORP9,100$757.0K0.02%00.0%Unchanged
Gsa Capital Partners LLP9,449$786.0K0.12%+4,288+83.1%Added
Arizona State Retirement System9,744$810.0K0.01%+10.0%Added
BNP Paribas Arbitrage, SA9,824$816.9K0.00%−340−3.3%Reduced
TownSquare Capital, LLC10,380$863.0K0.02%+2,391+29.9%Added
AlphaCrest Capital Management LLC10,381$863.0K0.04%+10,381New
Los Angeles Capital Management LLC10,451$869.0K0.00%+4,596+78.5%Added
JB Capital Partners LP10,500$873.0K0.24%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.10,536$876.0K0.00%+10,536New
Oppenheimer Asset Management Inc.10,652$885.0K0.01%−75−0.7%Reduced
Tower Research Capital LLC (TRC)11,268$937.0K0.02%+10,926+3,194.7%Added
GWM Advisors LLC11,309$940.0K0.02%+11,309New
Russell Investments Group, Ltd.11,346$942.0K0.00%−113−1.0%Reduced
Two Sigma Advisers, LP11,400$948.0K0.00%−300−2.6%Reduced
STRS Ohio11,600$964.0K0.00%+700+6.4%Added
SummerHaven Investment Management, LLC11,614$966.0K0.65%00.0%Unchanged
Oregon Public Employees Retirement Fund11,828$983.0K0.01%−1,737−12.8%Reduced
Bank of Montreal12,197$1.01M0.00%−12,539−50.7%Reduced
SEI Investments Co12,247$1.02M0.00%+4,561+59.3%Added
First National Bank of Omaha12,253$1.02M0.06%−728−5.6%Reduced
Greenwood Capital Associates LLC12,520$1.04M0.17%+12,472+25,983.3%Added
Pacific Ridge Capital Partners, LLC12,550$1.04M0.25%−70−0.6%Reduced
Tudor Investment Corp Et Al13,135$1.09M0.03%+13,135New
AQR Capital Management LLC13,201$1.10M0.00%−409−3.0%Reduced
MML Investors Services, LLC13,533$1.13M0.01%−724−5.1%Reduced
Boston Financial Mangement LLC14,000$1.16M0.05%−1,000−6.7%Reduced
The PNC Financial Services Group, Inc.14,004$1.16M0.00%+92+0.7%Added
Manufacturers Life Insurance Company, The14,238$1.18M0.00%−357−2.4%Reduced
SG Americas Securities, LLC14,431$1.20M0.02%+13,234+1,105.6%Added
Maryland State Retirement & Pension System14,581$1.21M0.04%+129+0.9%Added
Voya Investment Management LLC14,860$1.24M0.00%−310−2.0%Reduced
Azzad Asset Management Inc22,308$1.31M0.13%+13,075+141.6%Added
Renaissance Group LLC16,789$1.40M0.07%+810+5.1%Added
Hunter Associates Investment Management LLC17,075$1.42M0.35%+14,075+469.2%Added
Amalgamated Bank17,223$1.43M0.01%−481−2.7%Reduced
Natixis Advisors, L.P.17,749$1.48M0.01%+244+1.4%Added
Pallas Capital Advisors LLC16,355$1.49M0.21%−1,223−7.0%Reduced
MetLife Investment Management18,137$1.51M0.01%−1,200−6.2%Reduced
US Bancorp18,607$1.55M0.00%−1,354−6.8%Reduced
Louisiana State Employees Retirement System17,400$1.55M0.04%−100−0.6%Reduced
Barclays PLC18,833$1.57M0.00%−15,275−44.8%Reduced
Citigroup Inc18,889$1.57M0.00%−18,308−49.2%Reduced
Millennium Management LLC18,966$1.58M0.00%+14,876+363.7%Added
American International Group, Inc.19,246$1.60M0.01%−1,211−5.9%Reduced
Deutsche Bank AG20,293$1.69M0.00%−3,152−13.4%Reduced
Laurus Investment Counsel Inc.21,030$1.75M0.84%−16,640−44.2%Reduced
State of Tennessee, Treasury Department21,275$1.77M0.01%+1,937+10.0%Added
Peterson Wealth Services21,662$1.80M1.30%+688+3.3%Added
Aptus Capital Advisors, LLC22,952$1.91M0.06%+846+3.8%Added
New York State Teachers Retirement System23,116$1.92M0.00%−300−1.3%Reduced
Johnson Investment Counsel Inc23,370$1.94M0.03%−125−0.5%Reduced
Aviva PLC23,684$1.97M0.01%−1,088−4.4%Reduced
First Republic Investment Management, Inc.25,540$2.12M0.01%+805+3.3%Added
Texas Permanent School Fund26,015$2.16M0.03%+464+1.8%Added
Walthausen & Co., LLC26,127$2.17M0.97%−3,710−12.4%Reduced
State Board of Administration of Florida Retirement System26,794$2.23M0.01%00.0%Unchanged
State of Alaska, Department of Revenue27,218$2.26M0.03%+2,075+8.3%Added
State of New Jersey Common Pension Fund D27,546$2.29M0.01%−1,895−6.4%Reduced
Nisa Investment Advisors, LLC27,800$2.31M0.02%−192−0.7%Reduced
Royal Bank of Canada29,221$2.43M0.00%−541−1.8%Reduced
Yousif Capital Management, LLC30,657$2.55M0.03%−3,705−10.8%Reduced
Credit Suisse AG30,868$2.57M0.00%−1,994−6.1%Reduced
Knights of Columbus Asset Advisors LLC31,358$2.61M0.26%+394+1.3%Added
Citadel Advisors LLC32,231$2.68M0.00%+5,980+22.8%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys32,802$2.73M0.03%+1,731+5.6%Added
Thrivent Financial for Lutherans35,351$2.94M0.01%+6,011+20.5%Added
Great West Life Assurance Co35,450$2.95M0.01%+4,317+13.9%Added
Bridge City Capital, LLC38,475$3.20M1.69%−69−0.2%Reduced
New York State Common Retirement Fund38,852$3.23M0.00%−936−2.4%Reduced
Brinker Capital Investments, LLC39,893$3.32M0.06%+189+0.5%Added
Ci Investments Inc.42,161$3.51M0.02%−7,160−14.5%Reduced
Third Avenue Management LLC42,400$3.53M0.63%00.0%Unchanged
Squarepoint Ops LLC44,700$3.72M0.03%+44,700New