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 2024
Institutional positions in Comfort Systems USA Inc as of Jun 30, 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
- 555
- +55 vs. Q1 2024
- Shares held
- 34.4M
- −187.5K (−0.5%) vs. Q1 2024
- Total value
- $10.5B
- −$518.8M (−4.7%) vs. Q1 2024
- New holders
- 106
- 178 more added
- Sold out
- 51
- 211 more reduced
5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 4,619,381 | $1.40B | 0.03% | +137,163+3.1% | Added |
| Vanguard Group Inc | 3,718,273 | $1.13B | 0.02% | −191,119−4.9% | Reduced |
| Capital World Investors | 2,427,821 | $738.3M | 0.12% | +274,114+12.7% | Added |
| FMR LLC | 1,704,994 | $518.5M | 0.03% | −471,874−21.7% | Reduced |
| Invesco Ltd. | 1,518,282 | $461.7M | 0.10% | +249,483+19.7% | Added |
| State Street Corp | 1,049,065 | $319.0M | 0.01% | −209,013−16.6% | Reduced |
| Baillie Gifford & Co | 1,039,407 | $316.1M | 0.25% | −20,587−1.9% | Reduced |
| Westfield Capital Management Co LP | 864,869 | $263.0M | 1.29% | +197,833+29.7% | Added |
| Geode Capital Management, LLC | 700,199 | $213.0M | 0.02% | −168,289−19.4% | Reduced |
| Dimensional Fund Advisors LP | 673,739 | $204.9M | 0.05% | −47,400−6.6% | Reduced |
| Alliancebernstein L.P. | 599,498 | $182.3M | 0.06% | +83,228+16.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 596,846 | $181.5M | 0.78% | −9,525−1.6% | Reduced |
| Norges Bank | 435,502 | $132.4M | 0.02% | +25,012+6.1% | Added |
| Northern Trust Corp | 432,213 | $131.4M | 0.02% | −9,741−2.2% | Reduced |
| Federated Hermes, Inc. | 415,825 | $126.5M | 0.30% | +8,578+2.1% | Added |
| Charles Schwab Investment Management Inc | 400,090 | $121.7M | 0.02% | −74,227−15.6% | Reduced |
| JPMorgan Chase & Co | 357,707 | $108.8M | 0.01% | −288,140−44.6% | Reduced |
| Hood River Capital Management LLC | 355,897 | $108.2M | 2.24% | −123,759−25.8% | Reduced |
| Millennium Management LLC | 342,724 | $104.2M | 0.09% | +283,416+477.9% | Added |
| Morgan Stanley | 334,501 | $101.7M | 0.01% | −20,695−5.8% | Reduced |
| Bank of New York Mellon Corp | 320,894 | $97.6M | 0.02% | −35,125−9.9% | Reduced |
| First Trust Advisors LP | 315,627 | $96.0M | 0.10% | +22,593+7.7% | Added |
| Wellington Management Group LLP | 285,172 | $86.7M | 0.02% | −57,538−16.8% | Reduced |
| Congress Asset Management Co | 281,513 | $85.6M | 0.61% | +10,190+3.8% | Added |
| Capital International Investors | 270,110 | $82.1M | 0.02% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 268,682 | $81.7M | 0.02% | −98,514−26.8% | Reduced |
| Jane Street Group, LLC | 264,505 | $80.4M | 0.09% | +251,567+1,944.4% | Added |
| Nuveen Asset Management, LLC | 252,573 | $76.8M | 0.02% | −235,145−48.2% | Reduced |
| GW&K Investment Management, LLC | 246,046 | $74.8M | 0.68% | −65,057−20.9% | Reduced |
| Lord, Abbett & Co. LLC | 240,014 | $73.0M | 0.24% | −4,587−1.9% | Reduced |
| Principal Financial Group Inc | 226,288 | $68.8M | 0.04% | −32,897−12.7% | Reduced |
| Royal London Asset Management Ltd | 211,810 | $64.4M | 0.16% | −3,750−1.7% | Reduced |
| Capital Research Global Investors | 209,069 | $63.6M | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 193,420 | $58.8M | 0.01% | −223,811−53.6% | Reduced |
| Ameriprise Financial Inc | 171,191 | $52.1M | 0.01% | +83,178+94.5% | Added |
| UBS Asset Management Americas Inc | 168,922 | $51.4M | 0.01% | +79,429+88.8% | Added |
| Hennessy Advisors Inc | 168,600 | $51.3M | 1.94% | −5,200−3.0% | Reduced |
| Franklin Resources Inc | 164,343 | $50.0M | 0.02% | −9,717−5.6% | Reduced |
| Qube Research & Technologies Ltd | 154,212 | $46.9M | 0.09% | +154,212 | New |
| Driehaus Capital Management LLC | 152,703 | $46.4M | 0.45% | +8,363+5.8% | Added |
| HRT Financial LP | 149,640 | $45.5M | 0.26% | +149,640 | New |
| Systematic Financial Management LP | 144,845 | $44.1M | 1.34% | −32,590−18.4% | Reduced |
| Janus Henderson Group PLC | 142,833 | $43.5M | 0.02% | −12,378−8.0% | Reduced |
| AQR Capital Management LLC | 142,540 | $43.3M | 0.07% | +66,703+88.0% | Added |
| D. E. Shaw & Co., Inc. | 140,907 | $42.9M | 0.06% | +89,953+176.5% | Added |
| Comerica Bank | 126,020 | $38.3M | 0.16% | +22,290+21.5% | Added |
| Acadian Asset Management LLC | 121,914 | $37.1M | 0.11% | +49,088+67.4% | Added |
| Lazard Asset Management LLC | 121,822 | $37.0M | 0.05% | −9,369−7.1% | Reduced |
| Susquehanna International Group, LLP | 112,489 | $34.2M | 0.06% | +104,793+1,361.7% | Added |
| Bank of America Corp | 107,498 | $32.7M | 0.00% | +21,210+24.6% | Added |
| Rhumbline Advisers | 101,753 | $30.9M | 0.03% | −8,107−7.4% | Reduced |
| Neumeier Poma Investment Counsel LLC | 101,355 | $30.8M | 2.82% | −77,556−43.3% | Reduced |
| Blackstone Group Inc. | 100,000 | $30.4M | 0.13% | −30,000−23.1% | Reduced |
| Boston Trust Walden Corp | 99,436 | $30.2M | 0.22% | −13,723−12.1% | Reduced |
| Artemis Investment Management LLP | 98,582 | $30.0M | 0.40% | −62,028−38.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 97,800 | $29.7M | 0.69% | +97,800 | New |
| Public Employees Retirement Association of Colorado | 97,057 | $29.5M | 0.12% | −16,515−14.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 95,958 | $29.2M | 0.03% | −2,746−2.8% | Reduced |
| Munro Partners | 92,080 | $28.0M | 1.04% | +72,835+378.5% | Added |
| Swedbank AB | 90,000 | $27.4M | 0.04% | −10,000−10.0% | Reduced |
| WCM Investment Management, LLC | 85,463 | $27.0M | 0.06% | +85,463 | New |
| Nordea Investment Management AB | 79,169 | $24.9M | 0.03% | −27,029−25.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 80,994 | $24.6M | 0.04% | −13,623−14.4% | Reduced |
| EULAV Asset Management | 80,603 | $24.5M | 0.66% | −10.0% | Reduced |
| Mountain Pacific Investment Advisers Inc | 80,329 | $24.4M | 1.82% | +1,084+1.4% | Added |
| TimesSquare Capital Management, LLC | 78,505 | $23.9M | 0.38% | +4,639+6.3% | Added |
| Envestnet Asset Management Inc | 78,110 | $23.8M | 0.01% | −24,546−23.9% | Reduced |
| Swiss National Bank | 70,200 | $21.3M | 0.01% | −300−0.4% | Reduced |
| Panagora Asset Management Inc | 69,604 | $21.2M | 0.11% | −65,831−48.6% | Reduced |
| Balyasny Asset Management LLC | 66,040 | $20.1M | 0.05% | +44,878+212.1% | Added |
| California Public Employees Retirement System | 65,534 | $19.9M | 0.01% | −457−0.7% | Reduced |
| Truist Financial Corp | 63,102 | $19.2M | 0.03% | −16,454−20.7% | Reduced |
| Storebrand Asset Management AS | 61,933 | $18.8M | 0.06% | −18,685−23.2% | Reduced |
| F/M Investments LLC | 61,547 | $18.7M | 0.68% | +61,547 | New |
| Ci Investments Inc. | 60,704 | $18.5M | 0.07% | +38,024+167.7% | Added |
| Summit Partners Public Asset Management, LLC | 60,000 | $18.2M | 0.84% | 00.0% | Unchanged |
| Bessemer Group Inc | 58,679 | $17.8M | 0.03% | −8,175−12.2% | Reduced |
| Legal & General Group Plc | 58,511 | $17.8M | 0.01% | −6,390−9.8% | Reduced |
| American Century Companies Inc | 56,124 | $17.1M | 0.01% | +26,752+91.1% | Added |
| Retirement Systems of Alabama | 54,396 | $16.5M | 0.06% | +219+0.4% | Added |
| Congress Wealth Management LLC | 53,190 | $16.2M | 0.26% | +109+0.2% | Added |
| Two Sigma Investments, LP | 52,945 | $16.1M | 0.04% | +49,353+1,374.0% | Added |
| AXA S.A. | 52,138 | $15.9M | 0.05% | +11,703+28.9% | Added |
| Cubist Systematic Strategies, LLC | 51,429 | $15.6M | 0.27% | +51,429 | New |
| Allianz Asset Management GmbH | 51,123 | $15.5M | 0.03% | +18,765+58.0% | Added |
| Raymond James & Associates | 47,140 | $14.3M | 0.01% | −5,736−10.8% | Reduced |
| Wells Fargo & Company | 46,713 | $14.2M | 0.00% | −14,574−23.8% | Reduced |
| Man Group plc | 46,447 | $14.1M | 0.04% | +15,414+49.7% | Added |
| RK Capital Management, LLC | 46,075 | $14.0M | 3.75% | −10,550−18.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 45,660 | $13.9M | 0.03% | −9,380−17.0% | Reduced |
| Corebridge Financial, Inc. | 45,467 | $13.8M | 0.08% | +45,467 | New |
| Los Angeles Capital Management LLC | 44,902 | $13.7M | 0.05% | +10,986+32.4% | Added |
| Moran Wealth Management, LLC | 43,277 | $13.2M | 0.43% | −1,894−4.2% | Reduced |
| Victory Capital Management Inc | 43,261 | $13.2M | 0.01% | −59,978−58.1% | Reduced |
| Prudential Financial Inc | 38,822 | $11.8M | 0.02% | +2,311+6.3% | Added |
| Citadel Advisors LLC | 38,412 | $11.7M | 0.01% | −42,254−52.4% | Reduced |
| Squarepoint Ops LLC | 37,632 | $11.4M | 0.04% | +21,175+128.7% | Added |
| Russell Investments Group, Ltd. | 36,674 | $11.3M | 0.02% | +2,049+5.9% | Added |
| UBS Group AG | 35,766 | $10.9M | 0.00% | −16,861−32.0% | Reduced |
| Bain Capital Public Equity Management II, LLC | 35,601 | $10.8M | 0.49% | +35,601 | New |