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 |
|---|---|---|---|---|---|
| Two Sigma Investments, LP | 40,868 | $17.3M | 0.04% | +3,193+8.5% | Added |
| Corebridge Financial, Inc. | 40,548 | $17.2M | 0.09% | −1,918−4.5% | Reduced |
| Intech Investment Management LLC | 40,453 | $17.2M | 0.17% | +13,713+51.3% | Added |
| Swedbank AB | 40,000 | $17.0M | 0.02% | −50,000−55.6% | Reduced |
| Truist Financial Corp | 39,628 | $16.8M | 0.03% | −13,732−25.7% | Reduced |
| Lazard Asset Management LLC | 39,162 | $16.6M | 0.02% | −833−2.1% | Reduced |
| Soros Capital Management LLC | 39,135 | $16.6M | 2.60% | +39,135 | New |
| Moran Wealth Management, LLC | 38,684 | $16.4M | 0.52% | −2,603−6.3% | Reduced |
| Two Sigma Advisers, LP | 38,400 | $16.3M | 0.04% | +5,000+15.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 37,859 | $16.1M | 0.17% | +28,327+297.2% | Added |
| Algert Global LLC | 37,600 | $15.9M | 0.38% | +3,381+9.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 37,053 | $15.7M | 0.04% | −3,762−9.2% | Reduced |
| State Board of Administration of Florida Retirement System | 35,731 | $15.2M | 0.03% | −150−0.4% | Reduced |
| Distillate Capital Partners LLC | 35,681 | $15.1M | 0.74% | +35,681 | New |
| Macquarie Group Ltd | 35,674 | $15.1M | 0.02% | +1,690+5.0% | Added |
| Van Eck Associates Corp | 34,961 | $14.8M | 0.02% | +9,999+40.1% | Added |
| California State Teachers Retirement System | 33,343 | $14.1M | 0.02% | −405−1.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 30,006 | $12.9M | 0.02% | −43,370−59.1% | Reduced |
| Stansberry Asset Management, LLC | 30,080 | $12.8M | 1.66% | +116+0.4% | Added |
| Great West Life Assurance Co | 29,551 | $12.5M | 0.02% | +783+2.7% | Added |
| New York State Teachers Retirement System | 27,079 | $11.5M | 0.02% | +1,385+5.4% | Added |
| Manufacturers Life Insurance Company, The | 26,954 | $11.4M | 0.01% | −2,367−8.1% | Reduced |
| Engineers Gate Manager LP | 26,129 | $11.1M | 0.19% | +8,833+51.1% | Added |
| Aptus Capital Advisors, LLC | 26,063 | $11.1M | 0.13% | +4,812+22.6% | Added |
| Credit Agricole S A | 25,948 | $11.0M | 0.04% | +2,798+12.1% | Added |
| SEI Investments Co | 25,860 | $11.0M | 0.01% | −4,956−16.1% | Reduced |
| Citadel Advisors LLC | 25,545 | $10.8M | 0.01% | −15,876−38.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 25,390 | $10.8M | 0.07% | +20,498+419.0% | Added |
| Danske Bank A/S | 24,156 | $10.2M | 0.03% | +4,643+23.8% | Added |
| Robeco Schweiz AG | 23,100 | $9.80M | 0.21% | +900+4.1% | Added |
| Strategic Planning Group, LLC | 22,882 | $9.70M | 1.78% | +15,546+211.9% | Added |
| LPL Financial LLC | 22,598 | $9.58M | 0.00% | +6,438+39.8% | Added |
| Harbor Capital Advisors, Inc. | 22,448 | $9.52M | 0.42% | +125+0.6% | Added |
| Susquehanna International Group, LLP | 22,153 | $9.39M | 0.01% | +20,210+1,040.1% | Added |
| Navellier & Associates Inc | 21,788 | $9.24M | 1.11% | +9,637+79.3% | Added |
| Trexquant Investment LP | 21,701 | $9.20M | 0.11% | −16,670−43.4% | Reduced |
| MetLife Investment Management | 21,544 | $9.14M | 0.05% | +1,569+7.9% | Added |
| Congress Wealth Management LLC | 20,835 | $8.84M | 0.12% | −26,216−55.7% | Reduced |
| Citigroup Inc | 20,522 | $8.70M | 0.01% | +1,811+9.7% | Added |
| Canada Pension Plan Investment Board | 20,500 | $8.69M | 0.01% | +4,600+28.9% | Added |
| New York State Common Retirement Fund | 20,423 | $8.66M | 0.01% | −2,967−12.7% | Reduced |
| Lisanti Capital Growth, LLC | 19,625 | $8.32M | 2.00% | +5,225+36.3% | Added |
| Asset Management One Co.,Ltd. | 19,227 | $8.29M | 0.03% | +19,227 | New |
| Kennedy Capital Management, Inc. | 19,330 | $8.20M | 0.18% | −261−1.3% | Reduced |
| Pallas Capital Advisors LLC | 19,231 | $8.16M | 0.35% | −368−1.9% | Reduced |
| Peterson Wealth Services | 19,057 | $8.08M | 2.43% | −260−1.3% | Reduced |
| Mutual of America Capital Management LLC | 18,743 | $7.95M | 0.09% | −478−2.5% | Reduced |
| Acadian Asset Management LLC | 17,920 | $7.59M | 0.02% | −44,039−71.1% | Reduced |
| Amalgamated Bank | 17,868 | $7.58M | 0.06% | −83−0.5% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 17,318 | $7.34M | 1.71% | +96+0.6% | Added |
| RE Advisers Corp | 17,288 | $7.33M | 0.18% | −7,000−28.8% | Reduced |
| Ensign Peak Advisors, Inc | 16,968 | $7.20M | 0.01% | +784+4.8% | Added |
| Cerity Partners LLC | 17,476 | $7.06M | 0.02% | +859+5.2% | Added |
| Walleye Capital LLC | 16,537 | $7.01M | 0.07% | +1,157+7.5% | Added |
| TownSquare Capital, LLC | 16,407 | $6.96M | 0.08% | −11,716−41.7% | Reduced |
| Fred Alger Management, LLC | 16,229 | $6.88M | 0.03% | +2,053+14.5% | Added |
| Thames Capital Management LLC | 16,155 | $6.85M | 1.86% | +16,155 | New |
| Balyasny Asset Management LLC | 16,134 | $6.84M | 0.02% | +14,789+1,099.6% | Added |
| Stifel Financial Corp | 16,123 | $6.84M | 0.01% | −2,934−15.4% | Reduced |
| Pinebridge Investments, L.P. | 15,789 | $6.70M | 0.05% | +8,274+110.1% | Added |
| Nisa Investment Advisors, LLC | 15,787 | $6.69M | 0.03% | −2,374−13.1% | Reduced |
| Treasurer of the State of North Carolina | 15,454 | $6.55M | 0.03% | −6,039−28.1% | Reduced |
| Mariner, LLC | 15,268 | $6.48M | 0.01% | +2,790+22.4% | Added |
| Prudential Financial Inc | 14,263 | $6.34M | 0.01% | −7,831−35.4% | Reduced |
| Gotham Asset Management, LLC | 14,747 | $6.25M | 0.06% | +1,383+10.3% | Added |
| State of Tennessee, Treasury Department | 14,523 | $6.16M | 0.02% | −409−2.7% | Reduced |
| Ieq Capital, LLC | 14,362 | $6.09M | 0.06% | +12,422+640.3% | Added |
| Public Employees Retirement System of Ohio | 14,240 | $6.04M | 0.02% | +1,257+9.7% | Added |
| Nicholas Company, Inc. | 13,564 | $5.75M | 0.09% | −2,417−15.1% | Reduced |
| Creative Planning | 13,551 | $5.75M | 0.01% | +884+7.0% | Added |
| State of Wisconsin Investment Board | 13,524 | $5.73M | 0.01% | +3,394+33.5% | Added |
| Teacher Retirement System of Texas | 13,507 | $5.73M | 0.02% | −2,726−16.8% | Reduced |
| Aubrey Capital Management Ltd | 13,300 | $5.64M | 2.14% | −4,400−24.9% | Reduced |
| Brevan Howard Capital Management LP | 13,015 | $5.52M | 0.14% | −532−3.9% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 13,000 | $5.51M | 0.05% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 12,817 | $5.44M | 0.02% | −444−3.3% | Reduced |
| EAM Global Investors LLC | 12,773 | $5.42M | 0.97% | +7+0.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 12,703 | $5.39M | 0.05% | +12,703 | New |
| Yousif Capital Management, LLC | 12,568 | $5.33M | 0.06% | −566−4.3% | Reduced |
| DekaBank Deutsche Girozentrale | 12,523 | $5.33M | 0.01% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 12,340 | $5.29M | 0.19% | −1,090−8.1% | Reduced |
| HighTower Advisors, LLC | 12,410 | $5.26M | 0.01% | −76−0.6% | Reduced |
| HSBC Holdings PLC | 12,335 | $5.26M | 0.00% | +2,929+31.1% | Added |
| Edgestream Partners, L.P. | 11,914 | $5.05M | 0.22% | +8,664+266.6% | Added |
| US Bancorp | 11,830 | $5.02M | 0.01% | +495+4.4% | Added |
| Bain Capital Public Equity, LP | 11,761 | $4.99M | 3.33% | +1,263+12.0% | Added |
| F/M Investments LLC | 11,756 | $4.99M | 0.18% | −29,282−71.4% | Reduced |
| Brinker Capital Investments, LLC | 11,659 | $4.94M | 0.05% | −2,250−16.2% | Reduced |
| Orion Portfolio Solutions, LLC | 11,659 | $4.94M | 0.05% | −2,250−16.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,314 | $4.80M | 0.04% | −550−4.6% | Reduced |
| Assenagon Asset Management S.A. | 11,290 | $4.79M | 0.01% | −5,117−31.2% | Reduced |
| Pathstone Holdings, LLC | 10,656 | $4.52M | 0.02% | −2,011−15.9% | Reduced |
| South Dakota Investment Council | 10,565 | $4.48M | 0.09% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 10,385 | $4.40M | 0.04% | −231−2.2% | Reduced |
| Arizona State Retirement System | 10,354 | $4.39M | 0.03% | +68+0.7% | Added |
| Toroso Investments, LLC | 10,189 | $4.32M | 0.04% | +4,986+95.8% | Added |
| Harvest Investment Services, LLC | 10,118 | $4.29M | 1.05% | +4,343+75.2% | Added |
| David J Yvars Group | 10,107 | $4.29M | 2.61% | −54−0.5% | Reduced |
| Pacer Advisors, Inc. | 10,063 | $4.27M | 0.01% | +1,820+22.1% | Added |
| Anderson Hoagland & Co | 8,448 | $4.26M | 0.44% | −357−4.1% | Reduced |