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 |
|---|---|---|---|---|---|
| Gotham Asset Management, LLC | 14,747 | $6.25M | 0.06% | +1,383+10.3% | Added |
| Prudential Financial Inc | 14,263 | $6.34M | 0.01% | −7,831−35.4% | Reduced |
| Mariner, LLC | 15,268 | $6.48M | 0.01% | +2,790+22.4% | Added |
| Treasurer of the State of North Carolina | 15,454 | $6.55M | 0.03% | −6,039−28.1% | Reduced |
| Nisa Investment Advisors, LLC | 15,787 | $6.69M | 0.03% | −2,374−13.1% | Reduced |
| Pinebridge Investments, L.P. | 15,789 | $6.70M | 0.05% | +8,274+110.1% | Added |
| Stifel Financial Corp | 16,123 | $6.84M | 0.01% | −2,934−15.4% | Reduced |
| Balyasny Asset Management LLC | 16,134 | $6.84M | 0.02% | +14,789+1,099.6% | Added |
| Thames Capital Management LLC | 16,155 | $6.85M | 1.86% | +16,155 | New |
| Fred Alger Management, LLC | 16,229 | $6.88M | 0.03% | +2,053+14.5% | Added |
| TownSquare Capital, LLC | 16,407 | $6.96M | 0.08% | −11,716−41.7% | Reduced |
| Walleye Capital LLC | 16,537 | $7.01M | 0.07% | +1,157+7.5% | Added |
| Cerity Partners LLC | 17,476 | $7.06M | 0.02% | +859+5.2% | Added |
| Ensign Peak Advisors, Inc | 16,968 | $7.20M | 0.01% | +784+4.8% | Added |
| RE Advisers Corp | 17,288 | $7.33M | 0.18% | −7,000−28.8% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 17,318 | $7.34M | 1.71% | +96+0.6% | Added |
| Amalgamated Bank | 17,868 | $7.58M | 0.06% | −83−0.5% | Reduced |
| Acadian Asset Management LLC | 17,920 | $7.59M | 0.02% | −44,039−71.1% | Reduced |
| Mutual of America Capital Management LLC | 18,743 | $7.95M | 0.09% | −478−2.5% | Reduced |
| Peterson Wealth Services | 19,057 | $8.08M | 2.43% | −260−1.3% | Reduced |
| Pallas Capital Advisors LLC | 19,231 | $8.16M | 0.35% | −368−1.9% | Reduced |
| Kennedy Capital Management, Inc. | 19,330 | $8.20M | 0.18% | −261−1.3% | Reduced |
| Asset Management One Co.,Ltd. | 19,227 | $8.29M | 0.03% | +19,227 | New |
| Lisanti Capital Growth, LLC | 19,625 | $8.32M | 2.00% | +5,225+36.3% | Added |
| New York State Common Retirement Fund | 20,423 | $8.66M | 0.01% | −2,967−12.7% | Reduced |
| Canada Pension Plan Investment Board | 20,500 | $8.69M | 0.01% | +4,600+28.9% | Added |
| Citigroup Inc | 20,522 | $8.70M | 0.01% | +1,811+9.7% | Added |
| Congress Wealth Management LLC | 20,835 | $8.84M | 0.12% | −26,216−55.7% | Reduced |
| MetLife Investment Management | 21,544 | $9.14M | 0.05% | +1,569+7.9% | Added |
| Trexquant Investment LP | 21,701 | $9.20M | 0.11% | −16,670−43.4% | Reduced |
| Navellier & Associates Inc | 21,788 | $9.24M | 1.11% | +9,637+79.3% | Added |
| Susquehanna International Group, LLP | 22,153 | $9.39M | 0.01% | +20,210+1,040.1% | Added |
| Harbor Capital Advisors, Inc. | 22,448 | $9.52M | 0.42% | +125+0.6% | Added |
| LPL Financial LLC | 22,598 | $9.58M | 0.00% | +6,438+39.8% | Added |
| Strategic Planning Group, LLC | 22,882 | $9.70M | 1.78% | +15,546+211.9% | Added |
| Robeco Schweiz AG | 23,100 | $9.80M | 0.21% | +900+4.1% | Added |
| Danske Bank A/S | 24,156 | $10.2M | 0.03% | +4,643+23.8% | Added |
| Schonfeld Strategic Advisors LLC | 25,390 | $10.8M | 0.07% | +20,498+419.0% | Added |
| Citadel Advisors LLC | 25,545 | $10.8M | 0.01% | −15,876−38.3% | Reduced |
| SEI Investments Co | 25,860 | $11.0M | 0.01% | −4,956−16.1% | Reduced |
| Credit Agricole S A | 25,948 | $11.0M | 0.04% | +2,798+12.1% | Added |
| Aptus Capital Advisors, LLC | 26,063 | $11.1M | 0.13% | +4,812+22.6% | Added |
| Engineers Gate Manager LP | 26,129 | $11.1M | 0.19% | +8,833+51.1% | Added |
| Manufacturers Life Insurance Company, The | 26,954 | $11.4M | 0.01% | −2,367−8.1% | Reduced |
| New York State Teachers Retirement System | 27,079 | $11.5M | 0.02% | +1,385+5.4% | Added |
| Great West Life Assurance Co | 29,551 | $12.5M | 0.02% | +783+2.7% | Added |
| Stansberry Asset Management, LLC | 30,080 | $12.8M | 1.66% | +116+0.4% | Added |
| Allspring Global Investments Holdings, LLC | 30,006 | $12.9M | 0.02% | −43,370−59.1% | Reduced |
| California State Teachers Retirement System | 33,343 | $14.1M | 0.02% | −405−1.2% | Reduced |
| Van Eck Associates Corp | 34,961 | $14.8M | 0.02% | +9,999+40.1% | Added |
| Macquarie Group Ltd | 35,674 | $15.1M | 0.02% | +1,690+5.0% | Added |
| Distillate Capital Partners LLC | 35,681 | $15.1M | 0.74% | +35,681 | New |
| State Board of Administration of Florida Retirement System | 35,731 | $15.2M | 0.03% | −150−0.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 37,053 | $15.7M | 0.04% | −3,762−9.2% | Reduced |
| Algert Global LLC | 37,600 | $15.9M | 0.38% | +3,381+9.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 37,859 | $16.1M | 0.17% | +28,327+297.2% | Added |
| Two Sigma Advisers, LP | 38,400 | $16.3M | 0.04% | +5,000+15.0% | Added |
| Moran Wealth Management, LLC | 38,684 | $16.4M | 0.52% | −2,603−6.3% | Reduced |
| Soros Capital Management LLC | 39,135 | $16.6M | 2.60% | +39,135 | New |
| Lazard Asset Management LLC | 39,162 | $16.6M | 0.02% | −833−2.1% | Reduced |
| Truist Financial Corp | 39,628 | $16.8M | 0.03% | −13,732−25.7% | Reduced |
| Swedbank AB | 40,000 | $17.0M | 0.02% | −50,000−55.6% | Reduced |
| Intech Investment Management LLC | 40,453 | $17.2M | 0.17% | +13,713+51.3% | Added |
| Corebridge Financial, Inc. | 40,548 | $17.2M | 0.09% | −1,918−4.5% | Reduced |
| Two Sigma Investments, LP | 40,868 | $17.3M | 0.04% | +3,193+8.5% | Added |
| Natixis | 41,371 | $17.5M | 0.12% | +41,371 | New |
| WCM Investment Management, LLC | 40,949 | $17.6M | 0.04% | −58,604−58.9% | Reduced |
| Storebrand Asset Management AS | 41,787 | $17.7M | 0.05% | −18,483−30.7% | Reduced |
| Victory Capital Management Inc | 44,362 | $18.8M | 0.02% | −22,632−33.8% | Reduced |
| Barclays PLC | 44,402 | $18.8M | 0.01% | +21,554+94.3% | Added |
| Panagora Asset Management Inc | 44,779 | $19.0M | 0.09% | −1,055−2.3% | Reduced |
| Freestone Grove Partners LP | 47,468 | $20.1M | 0.25% | +47,468 | New |
| Royal Bank of Canada | 47,507 | $20.1M | 0.00% | +19,753+71.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 48,445 | $20.5M | 0.04% | +48,445 | New |
| Deutsche Bank AG | 49,103 | $20.8M | 0.01% | +12,060+32.6% | Added |
| River & Mercantile Asset Management LLP | 49,370 | $20.9M | 4.07% | +49,370 | New |
| Renaissance Technologies LLC | 51,300 | $21.8M | 0.03% | −42,700−45.4% | Reduced |
| AXA S.A. | 51,687 | $21.9M | 0.07% | +574+1.1% | Added |
| Los Angeles Capital Management LLC | 51,984 | $22.0M | 0.09% | −4,755−8.4% | Reduced |
| Russell Investments Group, Ltd. | 52,421 | $22.3M | 0.03% | +28,980+123.6% | Added |
| Jane Street Group, LLC | 52,634 | $22.3M | 0.04% | −36,563−41.0% | Reduced |
| Allianz Asset Management GmbH | 52,725 | $22.4M | 0.03% | −593−1.1% | Reduced |
| BNP Paribas Arbitrage, SA | 54,456 | $23.1M | 0.02% | +28,041+106.2% | Added |
| Clearbridge Investments, LLC | 55,211 | $23.4M | 0.02% | +55,211 | New |
| Blue Grotto Capital, LLC | 55,600 | $23.6M | 4.31% | −18,369−24.8% | Reduced |
| Neuberger Berman Group LLC | 56,923 | $24.1M | 0.02% | +25,831+83.1% | Added |
| UBS Group AG | 58,002 | $24.6M | 0.01% | +3,211+5.9% | Added |
| California Public Employees Retirement System | 59,871 | $25.4M | 0.02% | −3,338−5.3% | Reduced |
| Legal & General Group Plc | 62,447 | $26.5M | 0.01% | −804−1.3% | Reduced |
| Bessemer Group Inc | 63,251 | $26.8M | 0.04% | +2,655+4.4% | Added |
| Natixis Investment Managers International | 65,015 | $27.6M | 2.13% | +2,045+3.2% | Added |
| Squarepoint Ops LLC | 67,896 | $28.8M | 0.07% | +21,361+45.9% | Added |
| Nordea Investment Management AB | 67,509 | $28.9M | 0.03% | −7,743−10.3% | Reduced |
| Swiss National Bank | 70,100 | $29.7M | 0.02% | +400+0.6% | Added |
| Neumeier Poma Investment Counsel LLC | 73,534 | $31.2M | 3.02% | +19,833+36.9% | Added |
| Wells Fargo & Company | 73,757 | $31.3M | 0.01% | +23,117+45.6% | Added |
| Public Employees Retirement Association of Colorado | 77,650 | $32.9M | 0.13% | −19,158−19.8% | Reduced |
| Envestnet Asset Management Inc | 77,932 | $33.0M | 0.01% | −10,704−12.1% | Reduced |
| Retirement Systems of Alabama | 77,949 | $33.1M | 0.12% | +24,302+45.3% | Added |
| American Century Companies Inc | 79,039 | $33.5M | 0.02% | +22,116+38.9% | Added |