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 |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 193,721 | $62.4M | 0.06% | +168,176+658.4% | Added |
| Capital International Investors | 220,371 | $71.0M | 0.01% | −34,257−13.5% | Reduced |
| Voya Investment Management LLC | 228,971 | $73.7M | 0.08% | −4,582−2.0% | Reduced |
| Nuveen, LLC | 231,544 | $74.6M | 0.02% | +231,544 | New |
| Hood River Capital Management LLC | 238,480 | $76.9M | 1.31% | +6,427+2.8% | Added |
| Artemis Investment Management LLP | 248,238 | $80.0M | 1.23% | +147,885+147.4% | Added |
| Qube Research & Technologies Ltd | 251,275 | $81.0M | 0.13% | +129,529+106.4% | Added |
| Bank of New York Mellon Corp | 280,037 | $90.3M | 0.02% | −2,564−0.9% | Reduced |
| Alliancebernstein L.P. | 295,744 | $95.3M | 0.03% | −10,000−3.3% | Reduced |
| Federated Hermes, Inc. | 299,933 | $96.7M | 0.21% | −167,905−35.9% | Reduced |
| Charles Schwab Investment Management Inc | 303,229 | $97.7M | 0.02% | +4,464+1.5% | Added |
| Northern Trust Corp | 317,615 | $102.4M | 0.02% | +2,794+0.9% | Added |
| Millennium Management LLC | 317,852 | $102.5M | 0.10% | +150,547+90.0% | Added |
| Jacobs Levy Equity Management, Inc | 319,813 | $103.1M | 0.41% | +239,692+299.2% | Added |
| Goldman Sachs Group Inc | 332,736 | $107.3M | 0.02% | −302,278−47.6% | Reduced |
| Royal London Asset Management Ltd | 344,517 | $111.0M | 0.26% | +117,258+51.6% | Added |
| Morgan Stanley | 374,079 | $120.6M | 0.01% | +44,860+13.6% | Added |
| Dimensional Fund Advisors LP | 388,638 | $125.3M | 0.03% | +20,854+5.7% | Added |
| Baillie Gifford & Co | 445,915 | $143.7M | 0.13% | −159,444−26.3% | Reduced |
| Norges Bank | 482,274 | $155.5M | 0.02% | +19,712+4.3% | Added |
| First Trust Advisors LP | 496,138 | $159.9M | 0.14% | +32,348+7.0% | Added |
| AQR Capital Management LLC | 530,428 | $165.2M | 0.17% | +273,453+106.4% | Added |
| JPMorgan Chase & Co | 519,437 | $167.4M | 0.01% | +138,541+36.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 645,434 | $208.0M | 0.81% | −3,031−0.5% | Reduced |
| Geode Capital Management, LLC | 818,865 | $264.0M | 0.02% | +49,331+6.4% | Added |
| Westfield Capital Management Co LP | 889,639 | $286.8M | 1.40% | +4,512+0.5% | Added |
| Invesco Ltd. | 1,004,133 | $323.7M | 0.06% | −398,915−28.4% | Reduced |
| State Street Corp | 1,111,185 | $358.2M | 0.01% | +7,008+0.6% | Added |
| FMR LLC | 1,424,242 | $459.1M | 0.03% | −272,793−16.1% | Reduced |
| Capital World Investors | 2,317,433 | $747.0M | 0.12% | +170,348+7.9% | Added |
| Vanguard Group Inc | 3,802,542 | $1.23B | 0.02% | +21,847+0.6% | Added |
| BlackRock, Inc. | 3,952,940 | $1.27B | 0.03% | −958,796−19.5% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −294−100.0% | Sold out |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −363,947−100.0% | Sold out |
| Bain Capital Public Equity Management II, LLC | 0 | $0 | 0.00% | −205,723−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −159,010−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −41,371−100.0% | Sold out |
| Soros Capital Management LLC | 0 | $0 | 0.00% | −39,135−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −30,006−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −19,625−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −16,537−100.0% | Sold out |
| Thames Capital Management LLC | 0 | $0 | 0.00% | −16,155−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −12,773−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −12,340−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −11,914−100.0% | Sold out |
| Bain Capital Public Equity, LP | 0 | $0 | 0.00% | −11,761−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −10,118−100.0% | Sold out |
| David J Yvars Group | 0 | $0 | 0.00% | −10,107−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −9,753−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −8,323−100.0% | Sold out |
| Regents Gate Capital LLP | 0 | $0 | 0.00% | −7,193−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −6,831−100.0% | Sold out |
| BNP Paribas | 0 | $0 | 0.00% | −5,157−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −4,986−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −4,708−100.0% | Sold out |
| Divisar Capital Management LLC | 0 | $0 | 0.00% | −4,159−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −4,101−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −4,086−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −3,995−100.0% | Sold out |
| Roman Butler Fullerton & Co | 0 | $0 | 0.00% | −3,898−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −3,199−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −3,130−100.0% | Sold out |
| Gallo Partners, LP | 0 | $0 | 0.00% | −3,095−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,417−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −2,294−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −1,849−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −1,840−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −1,756−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −1,659−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −1,472−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −1,602−100.0% | Sold out |
| Petra Financial Advisors Inc | 0 | $0 | 0.00% | −1,430−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −1,271−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −1,225−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −1,206−100.0% | Sold out |
| BOCHK Asset Management Ltd | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −1,164−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −1,052−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −1,044−100.0% | Sold out |
| Deltec Asset Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −990−100.0% | Sold out |
| Sawgrass Asset Management LLC | 0 | $0 | 0.00% | −968−100.0% | Sold out |
| Icon Wealth Advisors, LLC | 0 | $0 | 0.00% | −953−100.0% | Sold out |
| Anb Bank | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −928−100.0% | Sold out |
| Armis Advisers, LLC | 0 | $0 | 0.00% | −898−100.0% | Sold out |
| Applied Finance Capital Management, LLC | 0 | $0 | 0.00% | −876−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −845−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −840−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −810−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Cyndeo Wealth Partners, LLC | 0 | $0 | 0.00% | −790−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −757−100.0% | Sold out |
| Northstar Advisory Group, LLC | 0 | $0 | 0.00% | −693−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −688−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −658−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −627−100.0% | Sold out |
| Abel Hall, LLC | 0 | $0 | 0.00% | −619−100.0% | Sold out |