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 |
|---|---|---|---|---|---|
| Jacobs Levy Equity Management, Inc | 80,121 | $34.0M | 0.12% | +80,121 | New |
| Mountain Pacific Investment Advisers Inc | 81,783 | $34.7M | 2.44% | +1,476+1.8% | Added |
| D. E. Shaw & Co., Inc. | 83,903 | $35.6M | 0.04% | −45,591−35.2% | Reduced |
| Bank of America Corp | 87,034 | $36.9M | 0.00% | −25,166−22.4% | Reduced |
| TimesSquare Capital Management, LLC | 88,026 | $37.3M | 0.54% | −7,254−7.6% | Reduced |
| Schroder Investment Management Group | 89,131 | $37.8M | 0.04% | +89,131 | New |
| Raymond James Financial Inc | 92,059 | $39.0M | 0.01% | +92,059 | New |
| Renaissance Group LLC | 94,994 | $40.3M | 1.67% | +81,951+628.3% | Added |
| Susquehanna Fundamental Investments, LLC | 96,528 | $40.9M | 0.69% | +96,528 | New |
| Congress Asset Management Co | 99,454 | $42.2M | 0.29% | −166,516−62.6% | Reduced |
| Artemis Investment Management LLP | 100,353 | $42.6M | 0.61% | +35,955+55.8% | Added |
| Rhumbline Advisers | 100,719 | $42.7M | 0.04% | +328+0.3% | Added |
| Bridgewater Associates, LP | 100,933 | $42.8M | 0.20% | +85,215+542.1% | Added |
| Caisse de Depot Et Placement du Quebec | 101,748 | $43.1M | 0.09% | +76,060+296.1% | Added |
| Ci Investments Inc. | 116,693 | $49.5M | 0.19% | −2,825−2.4% | Reduced |
| Systematic Financial Management LP | 117,960 | $50.0M | 1.27% | −11,651−9.0% | Reduced |
| Qube Research & Technologies Ltd | 121,746 | $51.6M | 0.08% | +32,132+35.9% | Added |
| Wellington Management Group LLP | 128,116 | $54.3M | 0.01% | −13,721−9.7% | Reduced |
| Janus Henderson Group PLC | 134,397 | $57.0M | 0.03% | +32,269+31.6% | Added |
| Man Group plc | 136,427 | $57.9M | 0.18% | +73,226+115.9% | Added |
| Natixis Advisors, L.P. | 137,034 | $58.1M | 0.11% | +4,341+3.3% | Added |
| Comerica Bank | 141,482 | $60.0M | 0.24% | +4,108+3.0% | Added |
| Ameriprise Financial Inc | 142,641 | $60.5M | 0.02% | +72,268+102.7% | Added |
| EULAV Asset Management | 145,108 | $61.5M | 1.48% | +50.0% | Added |
| Price T Rowe Associates Inc | 147,789 | $62.7M | 0.01% | −14,144−8.7% | Reduced |
| Driehaus Capital Management LLC | 159,010 | $67.4M | 0.56% | −45,627−22.3% | Reduced |
| UBS Asset Management Americas Inc | 159,483 | $67.6M | 0.02% | −7,891−4.7% | Reduced |
| Lord, Abbett & Co. LLC | 160,621 | $68.1M | 0.22% | −19,581−10.9% | Reduced |
| Jennison Associates LLC | 164,490 | $69.8M | 0.04% | −12,080−6.8% | Reduced |
| Millennium Management LLC | 167,305 | $70.9M | 0.06% | −7,198−4.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 170,227 | $72.2M | 0.06% | +36,482+27.3% | Added |
| Munro Partners | 173,365 | $73.5M | 2.55% | −1,825−1.0% | Reduced |
| Principal Financial Group Inc | 173,707 | $73.7M | 0.04% | −6,852−3.8% | Reduced |
| Franklin Resources Inc | 174,406 | $74.0M | 0.02% | +8,827+5.3% | Added |
| GW&K Investment Management, LLC | 194,003 | $82.3M | 0.70% | −48,229−19.9% | Reduced |
| Bain Capital Public Equity Management II, LLC | 205,723 | $87.2M | 4.01% | +155,204+307.2% | Added |
| Nuveen Asset Management, LLC | 226,894 | $96.2M | 0.03% | −26,613−10.5% | Reduced |
| Royal London Asset Management Ltd | 227,259 | $96.4M | 0.23% | −28,242−11.1% | Reduced |
| Hood River Capital Management LLC | 232,053 | $98.4M | 1.45% | −156,789−40.3% | Reduced |
| Voya Investment Management LLC | 233,553 | $99.0M | 0.10% | +208,283+824.2% | Added |
| Capital Research Global Investors | 252,071 | $106.9M | 0.02% | +43,002+20.6% | Added |
| Capital International Investors | 254,628 | $108.0M | 0.02% | −6,375−2.4% | Reduced |
| AQR Capital Management LLC | 256,975 | $109.0M | 0.14% | +51,702+25.2% | Added |
| Bank of New York Mellon Corp | 282,601 | $119.8M | 0.02% | −9,757−3.3% | Reduced |
| Charles Schwab Investment Management Inc | 298,765 | $126.7M | 0.02% | −3,233−1.1% | Reduced |
| Alliancebernstein L.P. | 305,744 | $129.7M | 0.04% | −239,040−43.9% | Reduced |
| Northern Trust Corp | 314,821 | $133.5M | 0.02% | +52,726+20.1% | Added |
| Morgan Stanley | 329,219 | $139.6M | 0.01% | +13,857+4.4% | Added |
| Vaughan Nelson Investment Management, L.P. | 363,947 | $154.3M | 1.43% | +7,890+2.2% | Added |
| Dimensional Fund Advisors LP | 367,784 | $156.0M | 0.04% | −127,982−25.8% | Reduced |
| JPMorgan Chase & Co | 380,896 | $161.5M | 0.01% | +250,085+191.2% | Added |
| Norges Bank | 462,562 | $196.2M | 0.03% | +23,962+5.5% | Added |
| First Trust Advisors LP | 463,790 | $196.7M | 0.17% | +105,756+29.5% | Added |
| Federated Hermes, Inc. | 467,838 | $198.4M | 0.43% | +51,771+12.4% | Added |
| Baillie Gifford & Co | 605,359 | $256.7M | 0.20% | −401,775−39.9% | Reduced |
| Goldman Sachs Group Inc | 635,014 | $269.3M | 0.05% | +56,664+9.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 648,465 | $275.0M | 1.04% | −124,408−16.1% | Reduced |
| Geode Capital Management, LLC | 769,534 | $326.4M | 0.03% | +21,406+2.9% | Added |
| Westfield Capital Management Co LP | 885,127 | $375.3M | 1.63% | +176,947+25.0% | Added |
| State Street Corp | 1,104,177 | $468.2M | 0.02% | +48,616+4.6% | Added |
| Invesco Ltd. | 1,403,048 | $595.0M | 0.11% | −31,133−2.2% | Reduced |
| FMR LLC | 1,697,035 | $719.6M | 0.04% | +148,493+9.6% | Added |
| Capital World Investors | 2,147,085 | $910.5M | 0.14% | −130,729−5.7% | Reduced |
| Vanguard Group Inc | 3,780,695 | $1.60B | 0.03% | +67,240+1.8% | Added |
| BlackRock, Inc. | 4,911,736 | $2.08B | 0.04% | −61,440−1.2% | Reduced |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −192,600−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −51,233−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −25,917−100.0% | Sold out |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −25,200−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −21,186−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −12,839−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −9,197−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −5,837−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −4,912−100.0% | Sold out |
| Bridge City Capital, LLC | 0 | $0 | 0.00% | −4,290−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −3,798−100.0% | Sold out |
| Locust Wood Capital Advisers, LLC | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,480−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −2,467−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −2,357−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −2,268−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −2,244−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −1,932−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −1,789−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −1,399−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,272−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −1,266−100.0% | Sold out |
| Capital Wealth Planning, LLC | 0 | $0 | 0.00% | −1,101−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −1,060−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −869−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −777−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −776−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −735−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −658−100.0% | Sold out |
| Mayflower Financial Advisors, LLC | 0 | $0 | 0.00% | −633−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −625−100.0% | Sold out |