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 |
|---|---|---|---|---|---|
| Artemis Investment Management LLP | 98,582 | $30.0M | 0.40% | −62,028−38.6% | Reduced |
| Boston Trust Walden Corp | 99,436 | $30.2M | 0.22% | −13,723−12.1% | Reduced |
| Blackstone Group Inc. | 100,000 | $30.4M | 0.13% | −30,000−23.1% | Reduced |
| Neumeier Poma Investment Counsel LLC | 101,355 | $30.8M | 2.82% | −77,556−43.3% | Reduced |
| Rhumbline Advisers | 101,753 | $30.9M | 0.03% | −8,107−7.4% | Reduced |
| Bank of America Corp | 107,498 | $32.7M | 0.00% | +21,210+24.6% | Added |
| Susquehanna International Group, LLP | 112,489 | $34.2M | 0.06% | +104,793+1,361.7% | Added |
| Lazard Asset Management LLC | 121,822 | $37.0M | 0.05% | −9,369−7.1% | Reduced |
| Acadian Asset Management LLC | 121,914 | $37.1M | 0.11% | +49,088+67.4% | Added |
| Comerica Bank | 126,020 | $38.3M | 0.16% | +22,290+21.5% | Added |
| D. E. Shaw & Co., Inc. | 140,907 | $42.9M | 0.06% | +89,953+176.5% | Added |
| AQR Capital Management LLC | 142,540 | $43.3M | 0.07% | +66,703+88.0% | Added |
| Janus Henderson Group PLC | 142,833 | $43.5M | 0.02% | −12,378−8.0% | Reduced |
| Systematic Financial Management LP | 144,845 | $44.1M | 1.34% | −32,590−18.4% | Reduced |
| HRT Financial LP | 149,640 | $45.5M | 0.26% | +149,640 | New |
| Driehaus Capital Management LLC | 152,703 | $46.4M | 0.45% | +8,363+5.8% | Added |
| Qube Research & Technologies Ltd | 154,212 | $46.9M | 0.09% | +154,212 | New |
| Franklin Resources Inc | 164,343 | $50.0M | 0.02% | −9,717−5.6% | Reduced |
| Hennessy Advisors Inc | 168,600 | $51.3M | 1.94% | −5,200−3.0% | Reduced |
| UBS Asset Management Americas Inc | 168,922 | $51.4M | 0.01% | +79,429+88.8% | Added |
| Ameriprise Financial Inc | 171,191 | $52.1M | 0.01% | +83,178+94.5% | Added |
| Price T Rowe Associates Inc | 193,420 | $58.8M | 0.01% | −223,811−53.6% | Reduced |
| Capital Research Global Investors | 209,069 | $63.6M | 0.01% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 211,810 | $64.4M | 0.16% | −3,750−1.7% | Reduced |
| Principal Financial Group Inc | 226,288 | $68.8M | 0.04% | −32,897−12.7% | Reduced |
| Lord, Abbett & Co. LLC | 240,014 | $73.0M | 0.24% | −4,587−1.9% | Reduced |
| GW&K Investment Management, LLC | 246,046 | $74.8M | 0.68% | −65,057−20.9% | Reduced |
| Nuveen Asset Management, LLC | 252,573 | $76.8M | 0.02% | −235,145−48.2% | Reduced |
| Jane Street Group, LLC | 264,505 | $80.4M | 0.09% | +251,567+1,944.4% | Added |
| Goldman Sachs Group Inc | 268,682 | $81.7M | 0.02% | −98,514−26.8% | Reduced |
| Capital International Investors | 270,110 | $82.1M | 0.02% | 00.0% | Unchanged |
| Congress Asset Management Co | 281,513 | $85.6M | 0.61% | +10,190+3.8% | Added |
| Wellington Management Group LLP | 285,172 | $86.7M | 0.02% | −57,538−16.8% | Reduced |
| First Trust Advisors LP | 315,627 | $96.0M | 0.10% | +22,593+7.7% | Added |
| Bank of New York Mellon Corp | 320,894 | $97.6M | 0.02% | −35,125−9.9% | Reduced |
| Morgan Stanley | 334,501 | $101.7M | 0.01% | −20,695−5.8% | Reduced |
| Millennium Management LLC | 342,724 | $104.2M | 0.09% | +283,416+477.9% | Added |
| Hood River Capital Management LLC | 355,897 | $108.2M | 2.24% | −123,759−25.8% | Reduced |
| JPMorgan Chase & Co | 357,707 | $108.8M | 0.01% | −288,140−44.6% | Reduced |
| Charles Schwab Investment Management Inc | 400,090 | $121.7M | 0.02% | −74,227−15.6% | Reduced |
| Federated Hermes, Inc. | 415,825 | $126.5M | 0.30% | +8,578+2.1% | Added |
| Northern Trust Corp | 432,213 | $131.4M | 0.02% | −9,741−2.2% | Reduced |
| Norges Bank | 435,502 | $132.4M | 0.02% | +25,012+6.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 596,846 | $181.5M | 0.78% | −9,525−1.6% | Reduced |
| Alliancebernstein L.P. | 599,498 | $182.3M | 0.06% | +83,228+16.1% | Added |
| Dimensional Fund Advisors LP | 673,739 | $204.9M | 0.05% | −47,400−6.6% | Reduced |
| Geode Capital Management, LLC | 700,199 | $213.0M | 0.02% | −168,289−19.4% | Reduced |
| Westfield Capital Management Co LP | 864,869 | $263.0M | 1.29% | +197,833+29.7% | Added |
| Baillie Gifford & Co | 1,039,407 | $316.1M | 0.25% | −20,587−1.9% | Reduced |
| State Street Corp | 1,049,065 | $319.0M | 0.01% | −209,013−16.6% | Reduced |
| Invesco Ltd. | 1,518,282 | $461.7M | 0.10% | +249,483+19.7% | Added |
| FMR LLC | 1,704,994 | $518.5M | 0.03% | −471,874−21.7% | Reduced |
| Capital World Investors | 2,427,821 | $738.3M | 0.12% | +274,114+12.7% | Added |
| Vanguard Group Inc | 3,718,273 | $1.13B | 0.02% | −191,119−4.9% | Reduced |
| BlackRock Inc. | 4,619,381 | $1.40B | 0.03% | +137,163+3.1% | Added |
| GFI Investment Counsel Ltd. | 0 | $0 | 0.00% | −254,746−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −64,304−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −31,166−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −18,300−100.0% | Sold out |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −16,783−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −10,672−100.0% | Sold out |
| Naples Money Management LLC | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,090−100.0% | Sold out |
| Hiddenite Capital Partners LP | 0 | $0 | 0.00% | −7,550−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −15,382−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −5,628−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −5,077−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −3,287−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −2,067−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −1,859−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −1,732−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −1,655−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −1,655−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −1,286−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −1,228−100.0% | Sold out |
| Edge Financial Advisors LLC | 0 | $0 | 0.00% | −1,101−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −1,098−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −1,062−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −1,058−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −1,041−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −1,010−100.0% | Sold out |
| Divisadero Street Capital Management, LP | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Choate Investment Advisors | 0 | $0 | 0.00% | −883−100.0% | Sold out |
| Thompson Davis & Co., Inc. | 0 | $0 | 0.00% | −860−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −843−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −821−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −817−100.0% | Sold out |
| Central Valley Advisors, LLC | 0 | $0 | 0.00% | −784−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −475−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −726−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −703−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −672−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −652−100.0% | Sold out |
| Origin Asset Management LLP | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| One Wealth Management Investment & Advisory Services, LLC | 0 | $0 | 0.00% | −644−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −639−100.0% | Sold out |