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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 2022

Institutional positions in Comfort Systems USA Inc as of Sep 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
299
+23 vs. Q2 2022
Shares held
34.4M
−281.3K (−0.8%) vs. Q2 2022
Total value
$3.35B
+$465.7M (+16.2%) vs. Q2 2022
New holders
40
106 more added
Sold out
17
115 more reduced

1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2022: 299 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 2022: $3.35B
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 2022

Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q2 2022.

Institutions holding FIX in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.5,542,358$539.4M0.02%+32,236+0.6%Added
Vanguard Group Inc3,898,077$379.4M0.01%+39,263+1.0%Added
Capital World Investors2,219,939$216.1M0.05%−117,000−5.0%Reduced
Dimensional Fund Advisors LP1,289,714$125.5M0.05%−10,733−0.8%Reduced
State Street Corp1,201,583$117.0M0.01%+18,126+1.5%Added
River Road Asset Management, LLC1,197,661$116.6M1.74%−131,944−9.9%Reduced
FMR LLC810,701$78.9M0.01%+3,551+0.4%Added
Nuveen Asset Management, LLC656,236$63.9M0.03%−28,566−4.2%Reduced
Geode Capital Management, LLC613,605$59.7M0.01%+11,400+1.9%Added
Price T Rowe Associates Inc601,708$58.6M0.01%+4,236+0.7%Added
Neumeier Poma Investment Counsel LLC597,933$58.2M5.76%−116,675−16.3%Reduced
GW&K Investment Management, LLC597,427$58.1M0.64%+46,490+8.4%Added
Victory Capital Management Inc593,339$57.8M0.07%−142,946−19.4%Reduced
Westwood Holdings Group Inc.589,736$57.4M0.68%−101,640−14.7%Reduced
Janus Henderson Group PLC581,584$56.6M0.04%−62,601−9.7%Reduced
Federated Hermes, Inc.531,828$51.8M0.15%+1170.0%Added
Brown Advisory Inc531,483$51.7M0.10%−64,053−10.8%Reduced
Lord, Abbett & Co. LLC505,324$49.2M0.18%−80,417−13.7%Reduced
Principal Financial Group Inc435,737$42.4M0.03%−25,209−5.5%Reduced
Fuller & Thaler Asset Management, Inc.435,386$42.4M0.31%−154,076−26.1%Reduced
Capital Research Global Investors420,900$41.0M0.01%00.0%Unchanged
Bank of New York Mellon Corp406,420$39.6M0.01%+7,517+1.9%Added
Invesco Ltd.406,068$39.5M0.01%+243,272+149.4%Added
Northern Trust Corp386,485$37.6M0.01%−1,666−0.4%Reduced
JPMorgan Chase & Co375,870$36.6M0.01%−9,051−2.4%Reduced
Charles Schwab Investment Management Inc374,167$36.4M0.01%+4,274+1.2%Added
Systematic Financial Management LP334,039$32.5M1.19%−39,189−10.5%Reduced
Norges Bank324,923$31.6M0.01%+17,776+5.8%Added
Public Employees Retirement Association of Colorado292,335$28.5M0.16%−21,270−6.8%Reduced
GFI Investment Counsel Ltd.283,659$27.6M4.79%+195,659+222.3%Added
Hood River Capital Management LLC261,177$25.4M0.97%+4,875+1.9%Added
Morgan Stanley248,366$24.2M0.00%+29,379+13.4%Added
Boston Trust Walden Corp234,015$22.8M0.23%+7,534+3.3%Added
Tributary Capital Management, LLC220,645$21.5M2.25%−35,046−13.7%Reduced
Congress Asset Management Co207,613$20.2M0.22%+11,687+6.0%Added
Driehaus Capital Management LLC201,672$19.6M0.30%+201,672New
Wellington Management Group LLP189,126$18.4M0.00%+189,126New
Robeco Schweiz AG188,474$18.3M0.36%−152,621−44.7%Reduced
Goldman Sachs Group Inc183,348$17.8M0.01%+99,741+119.3%Added
Ameriprise Financial Inc176,610$17.2M0.01%−11,251−6.0%Reduced
Storebrand Asset Management AS170,811$16.6M0.10%−52,731−23.6%Reduced
Raymond James & Associates165,621$16.1M0.02%−12,761−7.2%Reduced
RK Capital Management, LLC158,600$15.4M3.96%−23,400−12.9%Reduced
Swedbank AB150,000$14.6M0.03%00.0%Unchanged
Nordea Investment Management AB131,692$12.8M0.02%−3,010−2.2%Reduced
Citadel Advisors LLC124,830$12.2M0.02%+92,599+287.3%Added
Ziegler Capital Management, LLC113,510$11.0M0.48%+22,333+24.5%Added
First Trust Advisors LP110,684$10.8M0.01%−796−0.7%Reduced
Truist Financial Corp107,053$10.4M0.02%−19,212−15.2%Reduced
Envestnet Asset Management Inc104,577$10.2M0.01%+4,283+4.3%Added
Alliancebernstein L.P.103,270$10.1M0.00%+3,717+3.7%Added
Legal & General Group Plc102,995$10.0M0.00%+203+0.2%Added
Rhumbline Advisers96,667$9.41M0.01%+4,409+4.8%Added
Divisar Capital Management LLC88,482$8.61M2.53%+3,775+4.5%Added
Panagora Asset Management Inc87,716$8.54M0.06%−7,779−8.1%Reduced
Swiss National Bank85,300$8.30M0.01%+600+0.7%Added
Allspring Global Investments Holdings, LLC84,125$8.19M0.01%−35,542−29.7%Reduced
Wells Fargo & Company82,048$7.99M0.00%−40,063−32.8%Reduced
Royce & Associates LP78,938$7.68M0.09%−29,787−27.4%Reduced
Nicholas Company, Inc.76,090$7.41M0.17%00.0%Unchanged
Eaton Vance Management74,227$7.22M0.01%−61−0.1%Reduced
Bessemer Group Inc71,375$6.95M0.02%+25,016+54.0%Added
Eagle Asset Management Inc71,051$6.92M0.05%−11,741−14.2%Reduced
RE Advisers Corp68,188$6.64M0.20%00.0%Unchanged
Public Sector Pension Investment Board65,578$6.38M0.06%−1,032−1.5%Reduced
Epoch Investment Partners, Inc.64,830$6.31M0.04%−29,346−31.2%Reduced
Congress Wealth Management LLC61,208$5.96M0.16%+1,890+3.2%Added
Stansberry Asset Management, LLC61,080$5.95M1.28%+5,329+9.6%Added
Royal Bank of Canada60,816$5.92M0.00%+31,595+108.1%Added
AXA S.A.59,325$5.77M0.02%+300+0.5%Added
Segall Bryant & Hamill, LLC59,292$5.77M0.07%+59,292New
Comerica Bank53,203$5.76M0.05%−5,833−9.9%Reduced
Moody Aldrich Partners LLC58,288$5.67M1.17%−123−0.2%Reduced
Millennium Management LLC55,020$5.36M0.01%+36,054+190.1%Added
Squarepoint Ops LLC50,239$4.89M0.04%+5,539+12.4%Added
Bank of America Corp49,623$4.83M0.00%−21,488−30.2%Reduced
Prudential Financial Inc47,441$4.59M0.01%−12,422−20.8%Reduced
California State Teachers Retirement System44,958$4.38M0.01%−828−1.8%Reduced
UBS Asset Management Americas Inc42,900$4.18M0.00%−6,432−13.0%Reduced
Third Avenue Management LLC42,400$4.13M0.81%00.0%Unchanged
Great West Life Assurance Co40,202$3.92M0.01%+4,752+13.4%Added
Impax Asset Management Group plc40,000$3.89M0.02%−35,695−47.2%Reduced
Public Employees Retirement System of Ohio39,975$3.89M0.02%−9,550−19.3%Reduced
Bridge City Capital, LLC39,826$3.88M2.13%+1,351+3.5%Added
Fisher Asset Management, LLC39,585$3.85M0.00%−11,348−22.3%Reduced
New York State Common Retirement Fund38,931$3.79M0.01%+79+0.2%Added
Brinker Capital Investments, LLC37,795$3.68M0.08%−2,098−5.3%Reduced
Thrivent Financial for Lutherans36,982$3.60M0.01%+1,631+4.6%Added
Ci Investments Inc.33,033$3.21M0.02%−9,128−21.7%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys32,596$3.17M0.03%−206−0.6%Reduced
Credit Suisse AG31,321$3.05M0.00%+453+1.5%Added
Yousif Capital Management, LLC29,876$2.91M0.04%−781−2.5%Reduced
Laurus Investment Counsel Inc.21,030$2.81M1.02%00.0%Unchanged
Nisa Investment Advisors, LLC27,823$2.74M0.02%+23+0.1%Added
Voloridge Investment Management, LLC27,781$2.70M0.01%+27,781New
Knights of Columbus Asset Advisors LLC27,129$2.64M0.27%−4,229−13.5%Reduced
Texas Permanent School Fund25,733$2.50M0.04%−282−1.1%Reduced
First Republic Investment Management, Inc.24,944$2.43M0.01%−596−2.3%Reduced
State of Alaska, Department of Revenue24,782$2.41M0.03%−2,436−8.9%Reduced
Aptus Capital Advisors, LLC24,362$2.37M0.08%+1,410+6.1%Added