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 2024
Institutional positions in Comfort Systems USA Inc as of Mar 31, 2024. 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
- 505
- +61 vs. Q4 2023
- Shares held
- 34.7M
- +52.9K (+0.2%) vs. Q4 2023
- Total value
- $11.0B
- +$3.89B (+54.5%) vs. Q4 2023
- New holders
- 109
- 124 more added
- Sold out
- 48
- 225 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 4,482,218 | $1.42B | 0.03% | −324,971−6.8% | Reduced |
| Vanguard Group Inc | 3,909,392 | $1.24B | 0.02% | −4,710−0.1% | Reduced |
| FMR LLC | 2,176,868 | $691.6M | 0.05% | +1,460,167+203.7% | Added |
| Capital World Investors | 2,153,707 | $684.3M | 0.11% | +451,852+26.6% | Added |
| Invesco Ltd. | 1,268,799 | $403.1M | 0.09% | +13,817+1.1% | Added |
| State Street Corp | 1,258,078 | $399.7M | 0.02% | +41,933+3.4% | Added |
| Baillie Gifford & Co | 1,059,994 | $336.8M | 0.26% | −86,305−7.5% | Reduced |
| Geode Capital Management, LLC | 868,488 | $276.0M | 0.03% | +41,513+5.0% | Added |
| Dimensional Fund Advisors LP | 721,139 | $229.1M | 0.06% | −178,422−19.8% | Reduced |
| Westfield Capital Management Co LP | 667,036 | $211.9M | 1.11% | +240,466+56.4% | Added |
| JPMorgan Chase & Co | 645,847 | $205.2M | 0.02% | −29,981−4.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 606,371 | $192.7M | 0.84% | −462,846−43.3% | Reduced |
| Alliancebernstein L.P. | 516,270 | $164.0M | 0.06% | −93,629−15.4% | Reduced |
| Nuveen Asset Management, LLC | 487,718 | $155.0M | 0.05% | −46,023−8.6% | Reduced |
| Hood River Capital Management LLC | 479,656 | $152.4M | 3.40% | −2,514−0.5% | Reduced |
| Charles Schwab Investment Management Inc | 474,317 | $150.7M | 0.03% | +6,452+1.4% | Added |
| Northern Trust Corp | 441,954 | $140.4M | 0.02% | −38,368−8.0% | Reduced |
| Price T Rowe Associates Inc | 417,231 | $132.6M | 0.02% | −58,599−12.3% | Reduced |
| Norges Bank | 410,490 | $130.4M | 0.02% | +15,201+3.8% | Added |
| Federated Hermes, Inc. | 407,247 | $129.4M | 0.30% | −14,835−3.5% | Reduced |
| Goldman Sachs Group Inc | 367,196 | $116.7M | 0.02% | +98,128+36.5% | Added |
| Bank of New York Mellon Corp | 356,019 | $113.1M | 0.02% | −14,291−3.9% | Reduced |
| Morgan Stanley | 355,196 | $112.8M | 0.01% | −50,613−12.5% | Reduced |
| Wellington Management Group LLP | 342,710 | $108.9M | 0.02% | +85,034+33.0% | Added |
| GW&K Investment Management, LLC | 311,103 | $98.8M | 0.87% | −77,873−20.0% | Reduced |
| First Trust Advisors LP | 293,034 | $93.1M | 0.09% | +109,717+59.9% | Added |
| Congress Asset Management Co | 271,323 | $86.2M | 0.61% | +8,889+3.4% | Added |
| Capital International Investors | 270,110 | $85.8M | 0.02% | 00.0% | Unchanged |
| Principal Financial Group Inc | 259,185 | $82.3M | 0.05% | −10,258−3.8% | Reduced |
| GFI Investment Counsel Ltd. | 254,746 | $80.9M | 10.25% | −14,476−5.4% | Reduced |
| Lord, Abbett & Co. LLC | 244,601 | $77.7M | 0.25% | −6,931−2.8% | Reduced |
| Royal London Asset Management Ltd | 215,560 | $68.5M | 0.17% | +50,298+30.4% | Added |
| Capital Research Global Investors | 209,069 | $66.4M | 0.02% | −47,175−18.4% | Reduced |
| Neumeier Poma Investment Counsel LLC | 178,911 | $56.8M | 5.21% | −134,725−43.0% | Reduced |
| Systematic Financial Management LP | 177,435 | $56.4M | 1.57% | −61,613−25.8% | Reduced |
| Franklin Resources Inc | 174,060 | $55.3M | 0.02% | +163,488+1,546.4% | Added |
| Hennessy Advisors Inc | 173,800 | $55.2M | 2.32% | +27,200+18.6% | Added |
| Artemis Investment Management LLP | 160,610 | $51.0M | 0.66% | −12,920−7.4% | Reduced |
| Janus Henderson Group PLC | 155,211 | $49.3M | 0.03% | −60,351−28.0% | Reduced |
| Driehaus Capital Management LLC | 144,340 | $45.9M | 0.46% | −48,641−25.2% | Reduced |
| Panagora Asset Management Inc | 135,435 | $43.0M | 0.22% | −7,768−5.4% | Reduced |
| Lazard Asset Management LLC | 131,191 | $41.7M | 0.05% | +61,514+88.3% | Added |
| Blackstone Group Inc. | 130,000 | $41.3M | 0.18% | +130,000 | New |
| Public Employees Retirement Association of Colorado | 113,572 | $36.1M | 0.16% | −25,118−18.1% | Reduced |
| Boston Trust Walden Corp | 113,159 | $36.0M | 0.26% | −89,367−44.1% | Reduced |
| Rhumbline Advisers | 109,860 | $34.9M | 0.03% | +1,198+1.1% | Added |
| Nordea Investment Management AB | 106,198 | $33.9M | 0.04% | −13,176−11.0% | Reduced |
| Comerica Bank | 103,730 | $33.0M | 0.14% | +26,616+34.5% | Added |
| Victory Capital Management Inc | 103,239 | $32.8M | 0.03% | −13,771−11.8% | Reduced |
| Envestnet Asset Management Inc | 102,656 | $32.6M | 0.01% | −19,329−15.8% | Reduced |
| Swedbank AB | 100,000 | $31.8M | 0.04% | −5,000−4.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 98,704 | $31.4M | 0.03% | +98,704 | New |
| Allspring Global Investments Holdings, LLC | 94,617 | $30.1M | 0.05% | −9,544−9.2% | Reduced |
| UBS Asset Management Americas Inc | 89,493 | $28.4M | 0.01% | +43,178+93.2% | Added |
| Ameriprise Financial Inc | 88,013 | $28.0M | 0.01% | −2,465−2.7% | Reduced |
| Bank of America Corp | 86,288 | $27.4M | 0.00% | −93,728−52.1% | Reduced |
| Citadel Advisors LLC | 80,666 | $25.6M | 0.02% | +21,050+35.3% | Added |
| Storebrand Asset Management AS | 80,618 | $25.6M | 0.09% | −22,506−21.8% | Reduced |
| EULAV Asset Management | 80,604 | $25.6M | 0.70% | +5,504+7.3% | Added |
| Truist Financial Corp | 79,556 | $25.3M | 0.04% | −8,470−9.6% | Reduced |
| Mountain Pacific Investment Advisers Inc | 79,245 | $25.2M | 1.41% | +977+1.2% | Added |
| AQR Capital Management LLC | 75,837 | $24.1M | 0.04% | +46,577+159.2% | Added |
| TimesSquare Capital Management, LLC | 73,866 | $23.5M | 0.34% | +5,196+7.6% | Added |
| Acadian Asset Management LLC | 72,826 | $23.1M | 0.08% | +72,826 | New |
| Credit Suisse AG | 71,870 | $22.8M | 0.02% | +378+0.5% | Added |
| Swiss National Bank | 70,500 | $22.4M | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 66,854 | $21.2M | 0.04% | −6,179−8.5% | Reduced |
| California Public Employees Retirement System | 65,991 | $21.0M | 0.01% | +1,340+2.1% | Added |
| Legal & General Group Plc | 64,901 | $20.6M | 0.01% | −769−1.2% | Reduced |
| American International Group, Inc. | 64,304 | $20.4M | 0.07% | −1,255−1.9% | Reduced |
| Barclays PLC | 63,585 | $20.2M | 0.01% | −112,736−63.9% | Reduced |
| BNP Paribas Arbitrage, SA | 62,094 | $19.7M | 0.02% | +12,253+24.6% | Added |
| Wells Fargo & Company | 61,287 | $19.5M | 0.01% | −2,222−3.5% | Reduced |
| Deutsche Bank AG | 61,224 | $19.5M | 0.01% | +20,132+49.0% | Added |
| Summit Partners Public Asset Management, LLC | 60,000 | $19.1M | 0.91% | +60,000 | New |
| Millennium Management LLC | 59,308 | $18.8M | 0.02% | −217,703−78.6% | Reduced |
| RK Capital Management, LLC | 56,625 | $18.0M | 3.63% | −41,500−42.3% | Reduced |
| Neuberger Berman Group LLC | 55,549 | $17.6M | 0.01% | +704+1.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 55,040 | $17.5M | 0.04% | −9,460−14.7% | Reduced |
| Retirement Systems of Alabama | 54,177 | $17.2M | 0.07% | +9,446+21.1% | Added |
| Congress Wealth Management LLC | 53,081 | $16.9M | 0.29% | −3,881−6.8% | Reduced |
| Raymond James & Associates | 52,876 | $16.8M | 0.01% | −12,109−18.6% | Reduced |
| UBS Group AG | 52,627 | $16.7M | 0.01% | +31,744+152.0% | Added |
| Eagle Asset Management Inc | 51,963 | $16.6M | 0.08% | +28,262+119.2% | Added |
| Segall Bryant & Hamill, LLC | 51,358 | $16.3M | 0.31% | −735−1.4% | Reduced |
| D. E. Shaw & Co., Inc. | 50,954 | $16.2M | 0.02% | +34,616+211.9% | Added |
| Moran Wealth Management, LLC | 45,171 | $14.4M | 0.47% | −1,839−3.9% | Reduced |
| Royal Bank of Canada | 44,411 | $14.1M | 0.00% | −4,550−9.3% | Reduced |
| Manufacturers Life Insurance Company, The | 43,506 | $13.8M | 0.01% | +1,030+2.4% | Added |
| Ziegler Capital Management, LLC | 62,241 | $13.6M | 0.52% | +31,006+99.3% | Added |
| AXA S.A. | 40,435 | $12.8M | 0.04% | −14,701−26.7% | Reduced |
| MetLife Investment Management | 36,892 | $11.7M | 0.08% | −1,208−3.2% | Reduced |
| Prudential Financial Inc | 36,511 | $11.6M | 0.02% | +9,964+37.5% | Added |
| California State Teachers Retirement System | 35,699 | $11.3M | 0.01% | −2,045−5.4% | Reduced |
| Russell Investments Group, Ltd. | 34,625 | $11.0M | 0.02% | +754+2.2% | Added |
| Los Angeles Capital Management LLC | 33,916 | $10.8M | 0.04% | −794−2.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 32,532 | $10.3M | 0.04% | +4,506+16.1% | Added |
| Allianz Asset Management GmbH | 32,358 | $10.3M | 0.02% | +15,805+95.5% | Added |
| ProShare Advisors LLC | 31,724 | $10.1M | 0.03% | −14,284−31.0% | Reduced |
| Texas Permanent School Fund | 31,166 | $9.90M | 0.08% | +313+1.0% | Added |