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, Q4 2023
Institutional positions in Comfort Systems USA Inc as of Dec 31, 2023. 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
- 447
- +54 vs. Q3 2023
- Shares held
- 34.9M
- −76.6K (−0.2%) vs. Q3 2023
- Total value
- $7.16B
- +$1.20B (+20.1%) vs. Q3 2023
- New holders
- 97
- 129 more added
- Sold out
- 43
- 182 more reduced
7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: 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, Q4 2023
Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 143,203 | $29.5M | 0.16% | −3,472−2.4% | Reduced |
| Hennessy Advisors Inc | 146,600 | $30.2M | 1.52% | +146,600 | New |
| Westwood Holdings Group Inc. | 151,989 | $31.3M | 0.26% | −181,252−54.4% | Reduced |
| Putnam Investments LLC | 164,737 | $33.9M | 0.04% | +16,179+10.9% | Added |
| Royal London Asset Management Ltd | 165,262 | $34.0M | 0.10% | +128,290+347.0% | Added |
| Artemis Investment Management LLP | 173,530 | $35.7M | 0.52% | −2,746−1.6% | Reduced |
| Barclays PLC | 176,321 | $36.3M | 0.02% | +151,338+605.8% | Added |
| Bank of America Corp | 180,016 | $37.0M | 0.00% | +123,977+221.2% | Added |
| First Trust Advisors LP | 183,317 | $37.7M | 0.04% | +38,955+27.0% | Added |
| Driehaus Capital Management LLC | 192,981 | $39.7M | 0.48% | −35,498−15.5% | Reduced |
| Boston Trust Walden Corp | 202,526 | $41.7M | 0.31% | +1,834+0.9% | Added |
| Janus Henderson Group PLC | 215,562 | $44.3M | 0.03% | −17,745−7.6% | Reduced |
| Systematic Financial Management LP | 239,048 | $49.2M | 1.46% | −28,001−10.5% | Reduced |
| Lord, Abbett & Co. LLC | 251,532 | $51.7M | 0.18% | −85,854−25.4% | Reduced |
| Capital Research Global Investors | 256,244 | $52.7M | 0.01% | −42,337−14.2% | Reduced |
| Wellington Management Group LLP | 257,676 | $53.0M | 0.01% | −52,737−17.0% | Reduced |
| Congress Asset Management Co | 262,434 | $54.0M | 0.42% | +8,331+3.3% | Added |
| Goldman Sachs Group Inc | 269,068 | $55.3M | 0.01% | +114,115+73.6% | Added |
| GFI Investment Counsel Ltd. | 269,222 | $55.4M | 7.66% | −5,291−1.9% | Reduced |
| Principal Financial Group Inc | 269,443 | $55.4M | 0.04% | −84,843−23.9% | Reduced |
| Capital International Investors | 270,110 | $55.6M | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 277,011 | $57.0M | 0.05% | +212,268+327.9% | Added |
| Neumeier Poma Investment Counsel LLC | 313,636 | $64.5M | 5.75% | −71,605−18.6% | Reduced |
| Bank of New York Mellon Corp | 370,310 | $76.2M | 0.02% | +18,779+5.3% | Added |
| GW&K Investment Management, LLC | 388,976 | $80.0M | 0.75% | −15,213−3.8% | Reduced |
| Norges Bank | 395,289 | $81.3M | 0.01% | +25,098+6.8% | Added |
| Morgan Stanley | 405,809 | $83.5M | 0.01% | −42,078−9.4% | Reduced |
| Federated Hermes, Inc. | 422,082 | $86.8M | 0.22% | −3,758−0.9% | Reduced |
| Westfield Capital Management Co LP | 426,570 | $87.7M | 0.51% | +426,570 | New |
| Charles Schwab Investment Management Inc | 467,865 | $96.2M | 0.02% | −8,891−1.9% | Reduced |
| Price T Rowe Associates Inc | 475,830 | $97.9M | 0.01% | −13,179−2.7% | Reduced |
| Northern Trust Corp | 480,322 | $98.8M | 0.02% | +80,877+20.2% | Added |
| Hood River Capital Management LLC | 482,170 | $99.2M | 2.73% | −2270.0% | Reduced |
| Nuveen Asset Management, LLC | 533,741 | $109.8M | 0.04% | −15,808−2.9% | Reduced |
| Alliancebernstein L.P. | 609,899 | $125.4M | 0.05% | −102,289−14.4% | Reduced |
| JPMorgan Chase & Co | 675,828 | $139.0M | 0.01% | +404,536+149.1% | Added |
| FMR LLC | 716,701 | $147.4M | 0.01% | +145,923+25.6% | Added |
| Geode Capital Management, LLC | 826,975 | $170.1M | 0.02% | +53,231+6.9% | Added |
| Dimensional Fund Advisors LP | 899,561 | $185.0M | 0.05% | −118,201−11.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,069,217 | $219.9M | 1.11% | +425,322+66.1% | Added |
| Baillie Gifford & Co | 1,146,299 | $235.8M | 0.19% | −41,621−3.5% | Reduced |
| State Street Corp | 1,216,145 | $250.1M | 0.01% | −50,580−4.0% | Reduced |
| Invesco Ltd. | 1,254,982 | $258.1M | 0.06% | −62,164−4.7% | Reduced |
| Capital World Investors | 1,701,855 | $350.0M | 0.06% | −63,746−3.6% | Reduced |
| Vanguard Group Inc | 3,914,102 | $805.0M | 0.02% | −363,567−8.5% | Reduced |
| BlackRock Inc. | 4,807,189 | $988.7M | 0.03% | −1,292,202−21.2% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 30,572 | – | – | +30,572 | New |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −44,211−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −26,701−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −20,139−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −13,175−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −10,133−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −9,700−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −9,232−100.0% | Sold out |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −7,265−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −5,320−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −4,890−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,792−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −4,488−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,180−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −3,874−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −3,413−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −3,113−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −3,072−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −2,721−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −1,884−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −1,774−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −1,628−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Kaizen Financial Strategies | 0 | $0 | 0.00% | −1,550−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −1,548−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,449−100.0% | Sold out |
| Glenview Trust Co | 0 | $0 | 0.00% | −1,213−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −1,211−100.0% | Sold out |
| Wealth Advisory Solutions, LLC | 0 | $0 | 0.00% | −1,186−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −349−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −244−100.0% | Sold out |
| NVWM, LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| BTC Capital Management, Inc. | – | – | – | – | Not filed |
| Key Bridge Compliance, LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |
| Foster Dykema Cabot & Co Inc | – | – | – | – | Not filed |