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, Q1 2025
Institutional positions in Comfort Systems USA Inc as of Mar 31, 2025. 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
- 632
- −21 vs. Q4 2024
- Shares held
- 33.8M
- +267.7K (+0.8%) vs. Q4 2024
- Total value
- $10.9B
- −$3.33B (−23.4%) vs. Q4 2024
- New holders
- 100
- 275 more added
- Sold out
- 121
- 201 more reduced
12 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,952,940 | $1.27B | 0.03% | −958,796−19.5% | Reduced |
| Vanguard Group Inc | 3,802,542 | $1.23B | 0.02% | +21,847+0.6% | Added |
| Capital World Investors | 2,317,433 | $747.0M | 0.12% | +170,348+7.9% | Added |
| FMR LLC | 1,424,242 | $459.1M | 0.03% | −272,793−16.1% | Reduced |
| State Street Corp | 1,111,185 | $358.2M | 0.01% | +7,008+0.6% | Added |
| Invesco Ltd. | 1,004,133 | $323.7M | 0.06% | −398,915−28.4% | Reduced |
| Westfield Capital Management Co LP | 889,639 | $286.8M | 1.40% | +4,512+0.5% | Added |
| Geode Capital Management, LLC | 818,865 | $264.0M | 0.02% | +49,331+6.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 645,434 | $208.0M | 0.81% | −3,031−0.5% | Reduced |
| JPMorgan Chase & Co | 519,437 | $167.4M | 0.01% | +138,541+36.4% | Added |
| AQR Capital Management LLC | 530,428 | $165.2M | 0.17% | +273,453+106.4% | Added |
| First Trust Advisors LP | 496,138 | $159.9M | 0.14% | +32,348+7.0% | Added |
| Norges Bank | 482,274 | $155.5M | 0.02% | +19,712+4.3% | Added |
| Baillie Gifford & Co | 445,915 | $143.7M | 0.13% | −159,444−26.3% | Reduced |
| Dimensional Fund Advisors LP | 388,638 | $125.3M | 0.03% | +20,854+5.7% | Added |
| Morgan Stanley | 374,079 | $120.6M | 0.01% | +44,860+13.6% | Added |
| Royal London Asset Management Ltd | 344,517 | $111.0M | 0.26% | +117,258+51.6% | Added |
| Goldman Sachs Group Inc | 332,736 | $107.3M | 0.02% | −302,278−47.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 319,813 | $103.1M | 0.41% | +239,692+299.2% | Added |
| Millennium Management LLC | 317,852 | $102.5M | 0.10% | +150,547+90.0% | Added |
| Northern Trust Corp | 317,615 | $102.4M | 0.02% | +2,794+0.9% | Added |
| Charles Schwab Investment Management Inc | 303,229 | $97.7M | 0.02% | +4,464+1.5% | Added |
| Federated Hermes, Inc. | 299,933 | $96.7M | 0.21% | −167,905−35.9% | Reduced |
| Alliancebernstein L.P. | 295,744 | $95.3M | 0.03% | −10,000−3.3% | Reduced |
| Bank of New York Mellon Corp | 280,037 | $90.3M | 0.02% | −2,564−0.9% | Reduced |
| Qube Research & Technologies Ltd | 251,275 | $81.0M | 0.13% | +129,529+106.4% | Added |
| Artemis Investment Management LLP | 248,238 | $80.0M | 1.23% | +147,885+147.4% | Added |
| Hood River Capital Management LLC | 238,480 | $76.9M | 1.31% | +6,427+2.8% | Added |
| Nuveen, LLC | 231,544 | $74.6M | 0.02% | +231,544 | New |
| Voya Investment Management LLC | 228,971 | $73.7M | 0.08% | −4,582−2.0% | Reduced |
| Capital International Investors | 220,371 | $71.0M | 0.01% | −34,257−13.5% | Reduced |
| Citadel Advisors LLC | 193,721 | $62.4M | 0.06% | +168,176+658.4% | Added |
| Two Sigma Investments, LP | 183,051 | $59.0M | 0.13% | +142,183+347.9% | Added |
| GW&K Investment Management, LLC | 176,321 | $56.8M | 0.53% | −17,682−9.1% | Reduced |
| Capital Research Global Investors | 175,660 | $56.6M | 0.01% | −76,411−30.3% | Reduced |
| Victory Capital Management Inc | 172,571 | $55.6M | 0.06% | +128,209+289.0% | Added |
| Munro Partners | 171,125 | $55.2M | 2.62% | −2,240−1.3% | Reduced |
| Ameriprise Financial Inc | 168,895 | $54.4M | 0.01% | +26,254+18.4% | Added |
| D. E. Shaw & Co., Inc. | 168,785 | $54.4M | 0.06% | +84,882+101.2% | Added |
| Principal Financial Group Inc | 165,084 | $53.2M | 0.03% | −8,623−5.0% | Reduced |
| Franklin Resources Inc | 159,592 | $51.4M | 0.01% | −14,814−8.5% | Reduced |
| Clearbridge Investments, LLC | 156,172 | $50.3M | 0.04% | +100,961+182.9% | Added |
| Arrowstreet Capital, Limited Partnership | 151,234 | $48.7M | 0.04% | −18,993−11.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 149,073 | $48.1M | 0.10% | +47,325+46.5% | Added |
| Comerica Bank | 146,194 | $47.1M | 0.20% | +4,712+3.3% | Added |
| Price T Rowe Associates Inc | 145,126 | $46.8M | 0.01% | −2,663−1.8% | Reduced |
| Jennison Associates LLC | 142,759 | $46.0M | 0.03% | −21,731−13.2% | Reduced |
| UBS Asset Management Americas Inc | 141,735 | $45.7M | 0.01% | −17,748−11.1% | Reduced |
| Carmignac Gestion | 134,274 | $43.3M | 0.71% | +134,274 | New |
| EULAV Asset Management | 132,608 | $42.7M | 1.06% | −12,500−8.6% | Reduced |
| Renaissance Technologies LLC | 131,200 | $42.3M | 0.06% | +79,900+155.8% | Added |
| Bank of America Corp | 130,055 | $41.9M | 0.00% | +43,021+49.4% | Added |
| Robeco Schweiz AG | 129,252 | $41.7M | 1.02% | +106,152+459.5% | Added |
| Bridgewater Associates, LP | 127,479 | $41.1M | 0.19% | +26,546+26.3% | Added |
| Evercore Wealth Management, LLC | 126,533 | $40.8M | 0.66% | +126,533 | New |
| Russell Investments Group, Ltd. | 124,482 | $40.1M | 0.06% | +72,061+137.5% | Added |
| Handelsbanken Fonder AB | 116,137 | $37.4M | 0.15% | +107,000+1,171.1% | Added |
| Ci Investments Inc. | 112,935 | $36.4M | 0.15% | −3,758−3.2% | Reduced |
| Panagora Asset Management Inc | 111,837 | $36.0M | 0.18% | +67,058+149.8% | Added |
| Congress Asset Management Co | 107,565 | $34.7M | 0.26% | +8,111+8.2% | Added |
| Janus Henderson Group PLC | 101,593 | $32.9M | 0.02% | −32,804−24.4% | Reduced |
| Blue Grotto Capital, LLC | 100,000 | $32.2M | 6.15% | +44,400+79.9% | Added |
| Rhumbline Advisers | 99,760 | $32.2M | 0.03% | −959−1.0% | Reduced |
| Two Sigma Advisers, LP | 97,800 | $31.5M | 0.07% | +59,400+154.7% | Added |
| Susquehanna Fundamental Investments, LLC | 96,528 | $31.1M | 0.52% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 95,744 | $30.9M | 0.05% | +56,582+144.5% | Added |
| Lord, Abbett & Co. LLC | 94,363 | $30.4M | 0.11% | −66,258−41.3% | Reduced |
| Systematic Financial Management LP | 94,189 | $30.4M | 0.86% | −23,771−20.2% | Reduced |
| UBS Group AG | 94,155 | $30.3M | 0.01% | +36,153+62.3% | Added |
| Schroder Investment Management Group | 93,817 | $30.2M | 0.03% | +4,686+5.3% | Added |
| Allianz Asset Management GmbH | 91,665 | $29.5M | 0.04% | +38,940+73.9% | Added |
| Man Group plc | 90,385 | $29.1M | 0.09% | −46,042−33.7% | Reduced |
| Raymond James Financial Inc | 89,367 | $28.8M | 0.01% | −2,692−2.9% | Reduced |
| American Century Companies Inc | 85,054 | $27.4M | 0.02% | +6,015+7.6% | Added |
| Renaissance Group LLC | 81,605 | $26.3M | 1.16% | −13,389−14.1% | Reduced |
| Jain Global LLC | 79,315 | $25.6M | 0.52% | +77,620+4,579.4% | Added |
| TimesSquare Capital Management, LLC | 78,544 | $25.3M | 0.41% | −9,482−10.8% | Reduced |
| E. Ohman J:or Asset Management AB | 78,040 | $25.2M | 0.67% | +78,040 | New |
| Retirement Systems of Alabama | 77,991 | $25.1M | 0.10% | +42+0.1% | Added |
| Mountain Pacific Investment Advisers Inc | 77,381 | $24.9M | 1.85% | −4,402−5.4% | Reduced |
| Envestnet Asset Management Inc | 74,043 | $23.9M | 0.01% | −3,889−5.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 71,034 | $22.9M | 0.15% | +45,644+179.8% | Added |
| Summit Partners Public Asset Management, LLC | 70,000 | $22.6M | 1.08% | +70,000 | New |
| Swiss National Bank | 69,000 | $22.2M | 0.02% | −1,100−1.6% | Reduced |
| Granahan Investment Management Inc | 68,252 | $22.0M | 1.10% | +68,252 | New |
| Nordea Investment Management AB | 68,096 | $21.2M | 0.02% | +587+0.9% | Added |
| Public Employees Retirement Association of Colorado | 65,727 | $21.2M | 0.09% | −11,923−15.4% | Reduced |
| Legal & General Group Plc | 65,684 | $21.2M | 0.01% | +3,237+5.2% | Added |
| Danske Bank A/S | 63,296 | $20.4M | 0.06% | +39,140+162.0% | Added |
| AXA S.A. | 62,132 | $20.0M | 0.07% | +10,445+20.2% | Added |
| Royal Bank of Canada | 59,305 | $19.1M | 0.00% | +11,798+24.8% | Added |
| California Public Employees Retirement System | 58,895 | $19.0M | 0.01% | −976−1.6% | Reduced |
| Neumeier Poma Investment Counsel LLC | 58,237 | $18.8M | 2.02% | −15,297−20.8% | Reduced |
| Neuberger Berman Group LLC | 58,069 | $18.7M | 0.02% | +1,146+2.0% | Added |
| Wellington Management Group LLP | 55,717 | $18.0M | 0.00% | −72,399−56.5% | Reduced |
| Marshall Wace, LLP | 51,254 | $16.5M | 0.02% | +50,725+9,588.8% | Added |
| BNP Paribas Arbitrage, SA | 51,250 | $16.5M | 0.01% | −3,206−5.9% | Reduced |
| Deutsche Bank AG | 49,119 | $15.8M | 0.01% | +160.0% | Added |
| Intech Investment Management LLC | 49,022 | $15.8M | 0.16% | +8,569+21.2% | Added |
| Wells Fargo & Company | 48,352 | $15.6M | 0.00% | −25,405−34.4% | Reduced |