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 2024
Institutional positions in Comfort Systems USA Inc as of Dec 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
- 665
- +84 vs. Q3 2024
- Shares held
- 34.0M
- +648.4K (+1.9%) vs. Q3 2024
- Total value
- $14.4B
- +$1.39B (+10.7%) vs. Q3 2024
- New holders
- 138
- 222 more added
- Sold out
- 54
- 236 more reduced
10 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,911,736 | $2.08B | 0.04% | −61,440−1.2% | Reduced |
| Vanguard Group Inc | 3,780,695 | $1.60B | 0.03% | +67,240+1.8% | Added |
| Capital World Investors | 2,147,085 | $910.5M | 0.14% | −130,729−5.7% | Reduced |
| FMR LLC | 1,697,035 | $719.6M | 0.04% | +148,493+9.6% | Added |
| Invesco Ltd. | 1,403,048 | $595.0M | 0.11% | −31,133−2.2% | Reduced |
| State Street Corp | 1,104,177 | $468.2M | 0.02% | +48,616+4.6% | Added |
| Westfield Capital Management Co LP | 885,127 | $375.3M | 1.63% | +176,947+25.0% | Added |
| Geode Capital Management, LLC | 769,534 | $326.4M | 0.03% | +21,406+2.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 648,465 | $275.0M | 1.04% | −124,408−16.1% | Reduced |
| Goldman Sachs Group Inc | 635,014 | $269.3M | 0.05% | +56,664+9.8% | Added |
| Baillie Gifford & Co | 605,359 | $256.7M | 0.20% | −401,775−39.9% | Reduced |
| Federated Hermes, Inc. | 467,838 | $198.4M | 0.43% | +51,771+12.4% | Added |
| First Trust Advisors LP | 463,790 | $196.7M | 0.17% | +105,756+29.5% | Added |
| Norges Bank | 462,562 | $196.2M | 0.03% | +23,962+5.5% | Added |
| JPMorgan Chase & Co | 380,896 | $161.5M | 0.01% | +250,085+191.2% | Added |
| Dimensional Fund Advisors LP | 367,784 | $156.0M | 0.04% | −127,982−25.8% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 363,947 | $154.3M | 1.43% | +7,890+2.2% | Added |
| Morgan Stanley | 329,219 | $139.6M | 0.01% | +13,857+4.4% | Added |
| Northern Trust Corp | 314,821 | $133.5M | 0.02% | +52,726+20.1% | Added |
| Alliancebernstein L.P. | 305,744 | $129.7M | 0.04% | −239,040−43.9% | Reduced |
| Charles Schwab Investment Management Inc | 298,765 | $126.7M | 0.02% | −3,233−1.1% | Reduced |
| Bank of New York Mellon Corp | 282,601 | $119.8M | 0.02% | −9,757−3.3% | Reduced |
| AQR Capital Management LLC | 256,975 | $109.0M | 0.14% | +51,702+25.2% | Added |
| Capital International Investors | 254,628 | $108.0M | 0.02% | −6,375−2.4% | Reduced |
| Capital Research Global Investors | 252,071 | $106.9M | 0.02% | +43,002+20.6% | Added |
| Voya Investment Management LLC | 233,553 | $99.0M | 0.10% | +208,283+824.2% | Added |
| Hood River Capital Management LLC | 232,053 | $98.4M | 1.45% | −156,789−40.3% | Reduced |
| Royal London Asset Management Ltd | 227,259 | $96.4M | 0.23% | −28,242−11.1% | Reduced |
| Nuveen Asset Management, LLC | 226,894 | $96.2M | 0.03% | −26,613−10.5% | Reduced |
| Bain Capital Public Equity Management II, LLC | 205,723 | $87.2M | 4.01% | +155,204+307.2% | Added |
| GW&K Investment Management, LLC | 194,003 | $82.3M | 0.70% | −48,229−19.9% | Reduced |
| Franklin Resources Inc | 174,406 | $74.0M | 0.02% | +8,827+5.3% | Added |
| Principal Financial Group Inc | 173,707 | $73.7M | 0.04% | −6,852−3.8% | Reduced |
| Munro Partners | 173,365 | $73.5M | 2.55% | −1,825−1.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 170,227 | $72.2M | 0.06% | +36,482+27.3% | Added |
| Millennium Management LLC | 167,305 | $70.9M | 0.06% | −7,198−4.1% | Reduced |
| Jennison Associates LLC | 164,490 | $69.8M | 0.04% | −12,080−6.8% | Reduced |
| Lord, Abbett & Co. LLC | 160,621 | $68.1M | 0.22% | −19,581−10.9% | Reduced |
| UBS Asset Management Americas Inc | 159,483 | $67.6M | 0.02% | −7,891−4.7% | Reduced |
| Driehaus Capital Management LLC | 159,010 | $67.4M | 0.56% | −45,627−22.3% | Reduced |
| Price T Rowe Associates Inc | 147,789 | $62.7M | 0.01% | −14,144−8.7% | Reduced |
| EULAV Asset Management | 145,108 | $61.5M | 1.48% | +50.0% | Added |
| Ameriprise Financial Inc | 142,641 | $60.5M | 0.02% | +72,268+102.7% | Added |
| Comerica Bank | 141,482 | $60.0M | 0.24% | +4,108+3.0% | Added |
| Natixis Advisors, L.P. | 137,034 | $58.1M | 0.11% | +4,341+3.3% | Added |
| Man Group plc | 136,427 | $57.9M | 0.18% | +73,226+115.9% | Added |
| Janus Henderson Group PLC | 134,397 | $57.0M | 0.03% | +32,269+31.6% | Added |
| Wellington Management Group LLP | 128,116 | $54.3M | 0.01% | −13,721−9.7% | Reduced |
| Qube Research & Technologies Ltd | 121,746 | $51.6M | 0.08% | +32,132+35.9% | Added |
| Systematic Financial Management LP | 117,960 | $50.0M | 1.27% | −11,651−9.0% | Reduced |
| Ci Investments Inc. | 116,693 | $49.5M | 0.19% | −2,825−2.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 101,748 | $43.1M | 0.09% | +76,060+296.1% | Added |
| Bridgewater Associates, LP | 100,933 | $42.8M | 0.20% | +85,215+542.1% | Added |
| Rhumbline Advisers | 100,719 | $42.7M | 0.04% | +328+0.3% | Added |
| Artemis Investment Management LLP | 100,353 | $42.6M | 0.61% | +35,955+55.8% | Added |
| Congress Asset Management Co | 99,454 | $42.2M | 0.29% | −166,516−62.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 96,528 | $40.9M | 0.69% | +96,528 | New |
| Renaissance Group LLC | 94,994 | $40.3M | 1.67% | +81,951+628.3% | Added |
| Raymond James Financial Inc | 92,059 | $39.0M | 0.01% | +92,059 | New |
| Schroder Investment Management Group | 89,131 | $37.8M | 0.04% | +89,131 | New |
| TimesSquare Capital Management, LLC | 88,026 | $37.3M | 0.54% | −7,254−7.6% | Reduced |
| Bank of America Corp | 87,034 | $36.9M | 0.00% | −25,166−22.4% | Reduced |
| D. E. Shaw & Co., Inc. | 83,903 | $35.6M | 0.04% | −45,591−35.2% | Reduced |
| Mountain Pacific Investment Advisers Inc | 81,783 | $34.7M | 2.44% | +1,476+1.8% | Added |
| Jacobs Levy Equity Management, Inc | 80,121 | $34.0M | 0.12% | +80,121 | New |
| American Century Companies Inc | 79,039 | $33.5M | 0.02% | +22,116+38.9% | Added |
| Retirement Systems of Alabama | 77,949 | $33.1M | 0.12% | +24,302+45.3% | Added |
| Envestnet Asset Management Inc | 77,932 | $33.0M | 0.01% | −10,704−12.1% | Reduced |
| Public Employees Retirement Association of Colorado | 77,650 | $32.9M | 0.13% | −19,158−19.8% | Reduced |
| Wells Fargo & Company | 73,757 | $31.3M | 0.01% | +23,117+45.6% | Added |
| Neumeier Poma Investment Counsel LLC | 73,534 | $31.2M | 3.02% | +19,833+36.9% | Added |
| Swiss National Bank | 70,100 | $29.7M | 0.02% | +400+0.6% | Added |
| Nordea Investment Management AB | 67,509 | $28.9M | 0.03% | −7,743−10.3% | Reduced |
| Squarepoint Ops LLC | 67,896 | $28.8M | 0.07% | +21,361+45.9% | Added |
| Natixis Investment Managers International | 65,015 | $27.6M | 2.13% | +2,045+3.2% | Added |
| Bessemer Group Inc | 63,251 | $26.8M | 0.04% | +2,655+4.4% | Added |
| Legal & General Group Plc | 62,447 | $26.5M | 0.01% | −804−1.3% | Reduced |
| California Public Employees Retirement System | 59,871 | $25.4M | 0.02% | −3,338−5.3% | Reduced |
| UBS Group AG | 58,002 | $24.6M | 0.01% | +3,211+5.9% | Added |
| Neuberger Berman Group LLC | 56,923 | $24.1M | 0.02% | +25,831+83.1% | Added |
| Blue Grotto Capital, LLC | 55,600 | $23.6M | 4.31% | −18,369−24.8% | Reduced |
| Clearbridge Investments, LLC | 55,211 | $23.4M | 0.02% | +55,211 | New |
| BNP Paribas Arbitrage, SA | 54,456 | $23.1M | 0.02% | +28,041+106.2% | Added |
| Allianz Asset Management GmbH | 52,725 | $22.4M | 0.03% | −593−1.1% | Reduced |
| Jane Street Group, LLC | 52,634 | $22.3M | 0.04% | −36,563−41.0% | Reduced |
| Russell Investments Group, Ltd. | 52,421 | $22.3M | 0.03% | +28,980+123.6% | Added |
| Los Angeles Capital Management LLC | 51,984 | $22.0M | 0.09% | −4,755−8.4% | Reduced |
| AXA S.A. | 51,687 | $21.9M | 0.07% | +574+1.1% | Added |
| Renaissance Technologies LLC | 51,300 | $21.8M | 0.03% | −42,700−45.4% | Reduced |
| River & Mercantile Asset Management LLP | 49,370 | $20.9M | 4.07% | +49,370 | New |
| Deutsche Bank AG | 49,103 | $20.8M | 0.01% | +12,060+32.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 48,445 | $20.5M | 0.04% | +48,445 | New |
| Royal Bank of Canada | 47,507 | $20.1M | 0.00% | +19,753+71.2% | Added |
| Freestone Grove Partners LP | 47,468 | $20.1M | 0.25% | +47,468 | New |
| Panagora Asset Management Inc | 44,779 | $19.0M | 0.09% | −1,055−2.3% | Reduced |
| Barclays PLC | 44,402 | $18.8M | 0.01% | +21,554+94.3% | Added |
| Victory Capital Management Inc | 44,362 | $18.8M | 0.02% | −22,632−33.8% | Reduced |
| Storebrand Asset Management AS | 41,787 | $17.7M | 0.05% | −18,483−30.7% | Reduced |
| WCM Investment Management, LLC | 40,949 | $17.6M | 0.04% | −58,604−58.9% | Reduced |
| Natixis | 41,371 | $17.5M | 0.12% | +41,371 | New |