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 $68.7B in total; superinvestors Coatue Management and Markel Group hold it.
13F holders, Q2 2025
Institutional positions in Comfort Systems USA Inc as of Jun 30, 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
- 755
- +130 vs. Q1 2025
- Shares held
- 33.8M
- +59.9K (+0.2%) vs. Q1 2025
- Total value
- $18.1B
- +$7.26B (+66.7%) vs. Q1 2025
- New holders
- 178
- 267 more added
- Sold out
- 48
- 231 more reduced
7 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | $68.7B |
| Q1 2026 | 1,206 | $44.6B |
| Q4 2025 | 1,043 | $31.4B |
| Q3 2025 | 888 | $28.2B |
| Q2 2025 | 755 | $18.2B |
| Q1 2025 | 632 | $11.0B |
| Q4 2024 | 665 | $14.4B |
| Q3 2024 | 591 | $13.1B |
| Q2 2024 | 555 | $10.7B |
| Q1 2024 | 505 | $11.5B |
| Q4 2023 | 447 | $7.48B |
| Q3 2023 | 400 | $6.02B |
| Q2 2023 | 378 | $5.68B |
| Q1 2023 | 348 | $5.15B |
| Q4 2022 | 337 | $3.99B |
| Q3 2022 | 299 | $3.41B |
| Q2 2022 | 277 | $2.89B |
| Q1 2022 | 280 | $3.12B |
| Q4 2021 | 291 | $3.42B |
| Q3 2021 | 269 | $2.43B |
| Q2 2021 | 282 | $2.68B |
| Q1 2021 | 252 | $2.58B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,881,200 | $2.08B | 0.04% | −71,740−1.8% | Reduced |
| Vanguard Group Inc | 3,772,418 | $2.02B | 0.03% | −30,124−0.8% | Reduced |
| Capital World Investors | 2,227,153 | $1.19B | 0.17% | −90,280−3.9% | Reduced |
| FMR LLC | 1,570,490 | $842.1M | 0.05% | +146,248+10.3% | Added |
| State Street Corp | 1,073,777 | $575.8M | 0.02% | −37,408−3.4% | Reduced |
| Invesco Ltd. | 990,833 | $531.3M | 0.09% | −13,300−1.3% | Reduced |
| Westfield Capital Management Co LP | 936,412 | $502.1M | 2.11% | +46,773+5.3% | Added |
| Geode Capital Management, LLC | 821,897 | $440.8M | 0.03% | +3,032+0.4% | Added |
| AQR Capital Management LLC | 782,435 | $419.0M | 0.35% | +252,007+47.5% | Added |
| JPMorgan Chase & Co | 536,906 | $287.9M | 0.02% | +17,469+3.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 533,131 | $285.9M | 1.04% | −112,303−17.4% | Reduced |
| Norges Bank | 479,287 | $257.0M | 0.03% | −2,987−0.6% | Reduced |
| Baillie Gifford & Co | 432,542 | $231.9M | 0.17% | −13,373−3.0% | Reduced |
| First Trust Advisors LP | 395,365 | $212.0M | 0.17% | −100,773−20.3% | Reduced |
| Royal London Asset Management Ltd | 342,045 | $183.4M | 0.42% | −2,472−0.7% | Reduced |
| Northern Trust Corp | 335,860 | $180.1M | 0.02% | +18,245+5.7% | Added |
| Morgan Stanley | 332,070 | $178.1M | 0.01% | −42,009−11.2% | Reduced |
| Dimensional Fund Advisors LP | 325,583 | $174.6M | 0.04% | −63,055−16.2% | Reduced |
| Charles Schwab Investment Management Inc | 302,190 | $162.0M | 0.03% | −1,039−0.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 300,554 | $161.2M | 0.63% | −19,259−6.0% | Reduced |
| Federated Hermes, Inc. | 297,944 | $159.8M | 0.30% | −1,989−0.7% | Reduced |
| Voya Investment Management LLC | 296,793 | $158.5M | 0.16% | +67,822+29.6% | Added |
| Bank of New York Mellon Corp | 276,124 | $148.1M | 0.03% | −3,913−1.4% | Reduced |
| Alliancebernstein L.P. | 271,383 | $145.5M | 0.05% | −24,361−8.2% | Reduced |
| Goldman Sachs Group Inc | 252,114 | $135.2M | 0.02% | −80,622−24.2% | Reduced |
| Hood River Capital Management LLC | 243,385 | $130.5M | 1.82% | +4,905+2.1% | Added |
| Artemis Investment Management LLP | 225,330 | $120.8M | 1.55% | −22,908−9.2% | Reduced |
| Nuveen, LLC | 213,791 | $114.6M | 0.03% | −17,753−7.7% | Reduced |
| Deutsche Bank AG | 213,753 | $114.6M | 0.04% | +164,634+335.2% | Added |
| Artisan Partners Limited Partnership | 213,631 | $114.6M | 0.17% | +213,631 | New |
| Clearbridge Investments, LLC | 209,906 | $112.6M | 0.09% | +53,734+34.4% | Added |
| Capital International Investors | 206,942 | $111.0M | 0.02% | −13,429−6.1% | Reduced |
| GW&K Investment Management, LLC | 203,065 | $108.9M | 0.97% | +26,744+15.2% | Added |
| D. E. Shaw & Co., Inc. | 195,002 | $104.6M | 0.10% | +26,217+15.5% | Added |
| Franklin Resources Inc | 190,737 | $102.3M | 0.03% | +31,145+19.5% | Added |
| Price T Rowe Associates Inc | 189,993 | $101.9M | 0.01% | +44,867+30.9% | Added |
| Third Point LLCSuperinvestorThird Point | 185,000 | $99.2M | 1.30% | +185,000 | New |
| Bank of America Corp | 181,114 | $97.1M | 0.01% | +51,059+39.3% | Added |
| Ameriprise Financial Inc | 179,421 | $96.2M | 0.02% | +10,526+6.2% | Added |
| Caisse de Depot Et Placement du Quebec | 179,024 | $96.0M | 0.20% | +29,951+20.1% | Added |
| UBS Asset Management Americas Inc | 177,228 | $95.0M | 0.02% | +35,493+25.0% | Added |
| Capital Research Global Investors | 175,660 | $94.2M | 0.02% | 00.0% | Unchanged |
| Principal Financial Group Inc | 173,384 | $93.0M | 0.05% | +8,300+5.0% | Added |
| Evercore Wealth Management, LLC | 158,670 | $85.1M | 1.32% | +32,137+25.4% | Added |
| Millennium Management LLC | 155,549 | $83.4M | 0.07% | −162,303−51.1% | Reduced |
| Comerica Bank | 151,279 | $81.1M | 0.31% | +5,085+3.5% | Added |
| Arrowstreet Capital, Limited Partnership | 149,607 | $80.2M | 0.06% | −1,627−1.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 148,312 | $79.5M | 0.08% | +136,807+1,189.1% | Added |
| Handelsbanken Fonder AB | 135,137 | $72.5M | 0.26% | +19,000+16.4% | Added |
| Blue Grotto Capital, LLC | 133,817 | $71.8M | 8.66% | +33,817+33.8% | Added |
| EULAV Asset Management | 132,610 | $71.1M | 1.67% | +20.0% | Added |
| Lord, Abbett & Co. LLC | 132,340 | $71.0M | 0.23% | +37,977+40.2% | Added |
| Lazard Asset Management LLC | 131,329 | $70.4M | 0.10% | +35,585+37.2% | Added |
| Carmignac Gestion | 130,699 | $70.1M | 1.08% | −3,575−2.7% | Reduced |
| Renaissance Technologies LLC | 130,300 | $69.9M | 0.09% | −900−0.7% | Reduced |
| Russell Investments Group, Ltd. | 125,729 | $67.4M | 0.09% | +1,247+1.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 124,389 | $66.7M | 0.16% | +113,987+1,095.8% | Added |
| Congress Asset Management Co | 111,445 | $59.8M | 0.41% | +3,880+3.6% | Added |
| Raymond James Financial Inc | 109,303 | $58.6M | 0.02% | +19,936+22.3% | Added |
| Janus Henderson Group PLC | 103,487 | $55.5M | 0.03% | +1,894+1.9% | Added |
| Freestone Grove Partners LP | 103,269 | $55.4M | 0.42% | +85,284+474.2% | Added |
| UBS Group AG | 100,861 | $54.1M | 0.01% | +6,706+7.1% | Added |
| Qube Research & Technologies Ltd | 100,137 | $53.7M | 0.07% | −151,138−60.1% | Reduced |
| American Century Companies Inc | 99,035 | $53.1M | 0.03% | +13,981+16.4% | Added |
| Rhumbline Advisers | 98,395 | $52.8M | 0.05% | −1,365−1.4% | Reduced |
| Victory Capital Management Inc | 98,130 | $52.6M | 0.03% | −74,441−43.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 95,228 | $51.1M | 1.37% | −1,300−1.3% | Reduced |
| Allianz Asset Management GmbH | 93,895 | $50.3M | 0.07% | +2,230+2.4% | Added |
| Systematic Financial Management LP | 91,890 | $49.3M | 1.31% | −2,299−2.4% | Reduced |
| Robeco Schweiz AG | 88,278 | $47.3M | 1.09% | −40,974−31.7% | Reduced |
| Renaissance Group LLC | 87,380 | $46.9M | 1.83% | +5,775+7.1% | Added |
| Schonfeld Strategic Advisors LLC | 81,497 | $43.7M | 0.33% | +10,463+14.7% | Added |
| Envestnet Asset Management Inc | 81,065 | $43.5M | 0.01% | +7,022+9.5% | Added |
| Danske Bank A/S | 80,066 | $42.9M | 0.11% | +16,770+26.5% | Added |
| Retirement Systems of Alabama | 77,825 | $41.7M | 0.15% | −166−0.2% | Reduced |
| Mountain Pacific Investment Advisers Inc | 76,960 | $41.3M | 2.99% | −421−0.5% | Reduced |
| E. Ohman J:or Asset Management AB | 74,628 | $40.0M | 0.99% | −3,412−4.4% | Reduced |
| Man Group plc | 74,305 | $39.8M | 0.09% | −16,080−17.8% | Reduced |
| Royal Bank of Canada | 73,973 | $39.7M | 0.01% | +14,668+24.7% | Added |
| Schroder Investment Management Group | 69,704 | $37.4M | 0.03% | −24,113−25.7% | Reduced |
| Merewether Investment Management, LP | 69,395 | $37.2M | 1.07% | +69,395 | New |
| Granahan Investment Management Inc | 68,612 | $36.8M | 1.50% | +360+0.5% | Added |
| Swiss National Bank | 67,500 | $36.2M | 0.02% | −1,500−2.2% | Reduced |
| Nordea Investment Management AB | 67,098 | $36.0M | 0.03% | −998−1.5% | Reduced |
| Public Employees Retirement Association of Colorado | 65,727 | $35.2M | 0.14% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 65,357 | $35.0M | 0.03% | +7,288+12.6% | Added |
| Citadel Advisors LLC | 64,323 | $34.5M | 0.03% | −129,398−66.8% | Reduced |
| Legal & General Group Plc | 64,278 | $34.5M | 0.01% | −1,406−2.1% | Reduced |
| California Public Employees Retirement System | 62,896 | $33.7M | 0.02% | +4,001+6.8% | Added |
| TimesSquare Capital Management, LLC | 61,710 | $33.1M | 0.48% | −16,834−21.4% | Reduced |
| Assenagon Asset Management S.A. | 61,346 | $32.9M | 0.05% | +60,557+7,675.2% | Added |
| Smith Group Asset Management, LLC | 59,868 | $32.1M | 2.10% | +56,738+1,812.7% | Added |
| Neumeier Poma Investment Counsel LLC | 59,070 | $31.7M | 2.95% | +833+1.4% | Added |
| AXA S.A. | 56,700 | $30.4M | 0.09% | −5,432−8.7% | Reduced |
| Wellington Management Group LLP | 55,424 | $29.7M | 0.01% | −293−0.5% | Reduced |
| Driehaus Capital Management LLC | 54,337 | $29.1M | 0.23% | +54,337 | New |
| Ieq Capital, LLC | 53,769 | $28.8M | 0.18% | +31,124+137.4% | Added |
| Wells Fargo & Company | 49,971 | $26.8M | 0.01% | +1,619+3.3% | Added |
| WCM Investment Management, LLC | 49,592 | $26.5M | 0.06% | +3,009+6.5% | Added |
| Empowered Funds, LLC | 45,483 | $24.4M | 0.28% | +11,479+33.8% | Added |