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 |
|---|---|---|---|---|---|
| Storebrand Asset Management AS | 47,837 | $15.4M | 0.05% | +6,050+14.5% | Added |
| Squarepoint Ops LLC | 47,243 | $15.2M | 0.04% | −20,653−30.4% | Reduced |
| WCM Investment Management, LLC | 46,583 | $15.1M | 0.04% | +5,634+13.8% | Added |
| Jane Street Group, LLC | 44,410 | $14.3M | 0.03% | −8,224−15.6% | Reduced |
| Harbor Capital Advisors, Inc. | 44,046 | $14.2M | 0.65% | +21,598+96.2% | Added |
| Balyasny Asset Management LLC | 43,557 | $14.0M | 0.04% | +27,423+170.0% | Added |
| Tudor Investment Corp Et Al | 42,769 | $13.8M | 0.12% | +40,441+1,737.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 41,690 | $13.4M | 0.15% | +3,831+10.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 40,578 | $13.1M | 0.03% | −7,867−16.2% | Reduced |
| Corebridge Financial, Inc. | 39,575 | $12.8M | 0.07% | −973−2.4% | Reduced |
| Algert Global LLC | 39,389 | $12.7M | 0.31% | +1,789+4.8% | Added |
| Van Eck Associates Corp | 38,727 | $12.5M | 0.02% | +3,766+10.8% | Added |
| Truist Financial Corp | 38,252 | $12.3M | 0.02% | −1,376−3.5% | Reduced |
| Macquarie Group Ltd | 35,707 | $11.5M | 0.01% | +33+0.1% | Added |
| State Board of Administration of Florida Retirement System | 35,301 | $11.4M | 0.02% | −430−1.2% | Reduced |
| Empowered Funds, LLC | 34,004 | $11.0M | 0.16% | +31,295+1,155.2% | Added |
| California State Teachers Retirement System | 32,969 | $10.6M | 0.01% | −374−1.1% | Reduced |
| Barclays PLC | 32,583 | $10.5M | 0.00% | −11,819−26.6% | Reduced |
| Distillate Capital Partners LLC | 31,962 | $10.3M | 0.53% | −3,719−10.4% | Reduced |
| Canada Pension Plan Investment Board | 31,800 | $10.3M | 0.01% | +11,300+55.1% | Added |
| Moran Wealth Management, LLC | 30,361 | $9.79M | 0.33% | −8,323−21.5% | Reduced |
| Aptus Capital Advisors, LLC | 29,263 | $9.43M | 0.11% | +3,200+12.3% | Added |
| Bessemer Group Inc | 29,143 | $9.39M | 0.02% | −34,108−53.9% | Reduced |
| Aquatic Capital Management LLC | 28,091 | $9.05M | 0.23% | +25,358+927.8% | Added |
| Great West Life Assurance Co | 27,886 | $9.01M | 0.02% | −1,665−5.6% | Reduced |
| SEI Investments Co | 27,241 | $8.78M | 0.01% | +1,381+5.3% | Added |
| Asset Management One Co.,Ltd. | 27,035 | $8.73M | 0.03% | +7,808+40.6% | Added |
| New York State Teachers Retirement System | 27,079 | $8.73M | 0.02% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 25,873 | $8.34M | 0.14% | −256−1.0% | Reduced |
| Navellier & Associates Inc | 19,059 | $8.30M | 1.15% | −2,729−12.5% | Reduced |
| Hiddenite Capital Partners LP | 25,000 | $8.06M | 6.72% | +25,000 | New |
| Credit Agricole S A | 24,448 | $7.88M | 0.03% | −1,500−5.8% | Reduced |
| Amundi | 24,811 | $7.73M | 0.00% | +23,819+2,401.1% | Added |
| Strategic Planning Group, LLC | 23,584 | $7.60M | 1.49% | +702+3.1% | Added |
| LPL Financial LLC | 23,520 | $7.58M | 0.00% | +922+4.1% | Added |
| Ieq Capital, LLC | 22,645 | $7.30M | 0.06% | +8,283+57.7% | Added |
| Gotham Asset Management, LLC | 22,457 | $7.24M | 0.06% | +7,710+52.3% | Added |
| Congress Wealth Management LLC | 22,367 | $7.21M | 0.09% | +1,532+7.4% | Added |
| Fred Alger Management, LLC | 21,729 | $7.00M | 0.04% | +5,500+33.9% | Added |
| Manufacturers Life Insurance Company, The | 21,693 | $6.99M | 0.01% | −5,261−19.5% | Reduced |
| MetLife Investment Management | 21,226 | $6.84M | 0.04% | −318−1.5% | Reduced |
| Silvercrest Asset Management Group LLC | 20,423 | $6.58M | 0.05% | +20,423 | New |
| Trexquant Investment LP | 19,917 | $6.42M | 0.07% | −1,784−8.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 19,599 | $6.32M | 0.02% | −17,454−47.1% | Reduced |
| Peterson Wealth Services | 19,109 | $6.16M | 1.91% | +52+0.3% | Added |
| TrimTabs Asset Management, LLC | 19,040 | $6.14M | 0.96% | +16,373+613.9% | Added |
| Pallas Capital Advisors LLC | 18,306 | $5.90M | 0.25% | −925−4.8% | Reduced |
| Mutual of America Capital Management LLC | 18,260 | $5.89M | 0.07% | −483−2.6% | Reduced |
| Freestone Grove Partners LP | 17,985 | $5.80M | 0.06% | −29,483−62.1% | Reduced |
| Kennedy Capital Management, Inc. | 17,944 | $5.78M | 0.14% | −1,386−7.2% | Reduced |
| Cerity Partners LLC | 17,841 | $5.75M | 0.01% | +365+2.1% | Added |
| Bank of Montreal | 17,819 | $5.74M | 0.00% | +7,783+77.6% | Added |
| New York State Common Retirement Fund | 17,708 | $5.71M | 0.01% | −2,715−13.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 17,630 | $5.68M | 0.07% | +17,630 | New |
| Amalgamated Bank | 17,362 | $5.60M | 0.05% | −506−2.8% | Reduced |
| Prudential Financial Inc | 12,648 | $5.59M | 0.01% | −1,615−11.3% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 16,971 | $5.47M | 1.27% | −347−2.0% | Reduced |
| Ensign Peak Advisors, Inc | 16,951 | $5.46M | 0.01% | −17−0.1% | Reduced |
| Bank of Nova Scotia | 16,913 | $5.45M | 0.01% | +16,913 | New |
| TownSquare Capital, LLC | 16,696 | $5.38M | 0.06% | +289+1.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 16,539 | $5.33M | 0.36% | +7,001+73.4% | Added |
| Treasurer of the State of North Carolina | 16,084 | $5.18M | 0.02% | +630+4.1% | Added |
| State of Tennessee, Treasury Department | 15,830 | $5.10M | 0.02% | +1,307+9.0% | Added |
| Nisa Investment Advisors, LLC | 15,798 | $5.09M | 0.03% | +11+0.1% | Added |
| RE Advisers Corp | 15,688 | $5.06M | 0.12% | −1,600−9.3% | Reduced |
| Stifel Financial Corp | 15,432 | $4.97M | 0.01% | −691−4.3% | Reduced |
| Creative Planning | 15,057 | $4.85M | 0.00% | +1,506+11.1% | Added |
| CIBC Private Wealth Group, LLC | 15,443 | $4.82M | 0.01% | +14,711+2,009.7% | Added |
| Toronto Dominion Bank | 14,498 | $4.67M | 0.01% | +14,498 | New |
| Citigroup Inc | 14,245 | $4.59M | 0.00% | −6,277−30.6% | Reduced |
| Crown Advisors Management, Inc. | 14,000 | $4.51M | 3.97% | +4,000+40.0% | Added |
| CIBC World Markets Inc. | 13,893 | $4.48M | 0.01% | +5,911+74.1% | Added |
| State of Wisconsin Investment Board | 13,200 | $4.25M | 0.01% | −324−2.4% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 13,000 | $4.19M | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 12,976 | $4.18M | 0.02% | −1,264−8.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 12,703 | $4.09M | 0.04% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 12,523 | $4.01M | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 12,305 | $3.97M | 0.05% | −263−2.1% | Reduced |
| State of New Jersey Common Pension Fund D | 12,056 | $3.89M | 0.02% | −761−5.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 11,956 | $3.85M | 0.02% | +11,385+1,993.9% | Added |
| Brevan Howard Capital Management LP | 11,878 | $3.83M | 0.11% | −1,137−8.7% | Reduced |
| Brinker Capital Investments, LLC | 11,817 | $3.81M | 0.04% | +158+1.4% | Added |
| Orion Portfolio Solutions, LLC | 11,817 | $3.81M | 0.04% | +158+1.4% | Added |
| Nicholas Company, Inc. | 11,704 | $3.77M | 0.07% | −1,860−13.7% | Reduced |
| Natixis Advisors, L.P. | 11,649 | $3.75M | 0.01% | −125,385−91.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11,505 | $3.71M | 0.00% | +6,697+139.3% | Added |
| Dividend Assets Capital, LLC | 11,464 | $3.70M | 0.70% | +11,464 | New |
| Stansberry Asset Management, LLC | 11,323 | $3.65M | 0.44% | −18,757−62.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,314 | $3.65M | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,780 | $3.47M | 0.01% | +5,133+90.9% | Added |
| Aubrey Capital Management Ltd | 10,700 | $3.45M | 1.39% | −2,600−19.5% | Reduced |
| South Dakota Investment Council | 10,565 | $3.40M | 0.07% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 10,428 | $3.36M | 0.01% | −228−2.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,402 | $3.35M | 0.01% | +551+5.6% | Added |
| Cowa, LLC | 10,402 | $3.35M | 1.43% | +5,074+95.2% | Added |
| O'Shaughnessy Asset Management, LLC | 10,400 | $3.35M | 0.03% | +15+0.1% | Added |
| Arizona State Retirement System | 10,210 | $3.29M | 0.02% | −144−1.4% | Reduced |
| 4D Advisors, LLC | 10,000 | $3.22M | 2.50% | +1,500+17.6% | Added |
| Pinebridge Investments, L.P. | 9,954 | $3.21M | 0.03% | −5,835−37.0% | Reduced |
| Virginia Retirement Systems Et Al | 9,923 | $3.20M | 0.02% | +9,923 | New |