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, 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 | $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, 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 |
|---|---|---|---|---|---|
| Two Sigma Investments, LP | 17,922 | $9.61M | 0.02% | −165,129−90.2% | Reduced |
| Crown Advisors Management, Inc. | 18,000 | $9.65M | 7.70% | +4,000+28.6% | Added |
| Munro Partners | 18,069 | $9.69M | 0.30% | −153,056−89.4% | Reduced |
| Kennedy Capital Management, Inc. | 18,255 | $9.79M | 0.23% | +311+1.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 18,301 | $9.81M | 0.02% | −1,298−6.6% | Reduced |
| Navellier & Associates Inc | 18,327 | $9.83M | 1.22% | −732−3.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 18,662 | $10.0M | 0.04% | +6,706+56.1% | Added |
| Pinnbrook Capital Management LP | 18,823 | $10.1M | 2.64% | +18,823 | New |
| Peterson Wealth Services | 19,202 | $10.3M | 2.82% | +93+0.5% | Added |
| BNP Paribas Arbitrage, SA | 19,600 | $10.5M | 0.01% | −31,650−61.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 19,929 | $10.7M | 0.01% | +19,929 | New |
| Stifel Financial Corp | 20,005 | $10.7M | 0.01% | +4,573+29.6% | Added |
| Asset Management One Co.,Ltd. | 20,203 | $10.8M | 0.03% | −6,832−25.3% | Reduced |
| Stansberry Asset Management, LLC | 20,530 | $11.0M | 1.20% | +9,207+81.3% | Added |
| MetLife Investment Management | 20,530 | $11.0M | 0.06% | −696−3.3% | Reduced |
| Silvercrest Asset Management Group LLC | 20,718 | $11.1M | 0.07% | +295+1.4% | Added |
| CIBC World Markets Inc. | 20,919 | $11.2M | 0.02% | +7,026+50.6% | Added |
| Manufacturers Life Insurance Company, The | 21,225 | $11.4M | 0.01% | −468−2.2% | Reduced |
| Pallas Capital Advisors LLC | 21,420 | $11.5M | 0.44% | +3,114+17.0% | Added |
| Congress Wealth Management LLC | 23,080 | $12.4M | 0.12% | +713+3.2% | Added |
| Trexquant Investment LP | 25,533 | $13.7M | 0.15% | +5,616+28.2% | Added |
| LPL Financial LLC | 26,063 | $14.0M | 0.00% | +2,543+10.8% | Added |
| Great West Life Assurance Co | 26,371 | $14.1M | 0.02% | −1,515−5.4% | Reduced |
| New York State Teachers Retirement System | 27,079 | $14.5M | 0.03% | 00.0% | Unchanged |
| Cerity Partners LLC | 27,102 | $14.5M | 0.03% | +9,261+51.9% | Added |
| Moran Wealth Management, LLC | 27,577 | $14.8M | 0.46% | −2,784−9.2% | Reduced |
| Amundi | 28,287 | $15.0M | 0.01% | +3,476+14.0% | Added |
| Treasurer of the State of North Carolina | 28,046 | $15.0M | 0.05% | +11,962+74.4% | Added |
| Strategic Planning Group, LLC | 28,715 | $15.4M | 2.50% | +5,131+21.8% | Added |
| Winslow Capital Management, LLC | 29,070 | $15.6M | 0.05% | +29,070 | New |
| Panagora Asset Management Inc | 29,598 | $15.9M | 0.07% | −82,239−73.5% | Reduced |
| Distillate Capital Partners LLC | 29,974 | $16.1M | 0.86% | −1,988−6.2% | Reduced |
| Hiddenite Capital Partners LP | 30,000 | $16.1M | 9.61% | +5,000+20.0% | Added |
| Gotham Asset Management, LLC | 30,199 | $16.2M | 0.10% | +7,742+34.5% | Added |
| Bessemer Group Inc | 31,160 | $16.7M | 0.03% | +2,017+6.9% | Added |
| Aptus Capital Advisors, LLC | 32,161 | $17.2M | 0.17% | +2,898+9.9% | Added |
| Jane Street Group, LLC | 32,179 | $17.3M | 0.03% | −12,231−27.5% | Reduced |
| Barclays PLC | 32,929 | $17.7M | 0.01% | +346+1.1% | Added |
| California State Teachers Retirement System | 32,943 | $17.7M | 0.02% | −26−0.1% | Reduced |
| Van Eck Associates Corp | 33,791 | $18.1M | 0.02% | −4,936−12.7% | Reduced |
| Jain Global LLC | 34,276 | $18.4M | 0.29% | −45,039−56.8% | Reduced |
| Balyasny Asset Management LLC | 34,682 | $18.6M | 0.04% | −8,875−20.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 35,645 | $19.1M | 0.03% | −4,933−12.2% | Reduced |
| State Board of Administration of Florida Retirement System | 35,859 | $19.2M | 0.03% | +558+1.6% | Added |
| Algert Global LLC | 37,142 | $19.9M | 0.42% | −2,247−5.7% | Reduced |
| Intech Investment Management LLC | 37,925 | $20.3M | 0.19% | −11,097−22.6% | Reduced |
| BWCP, LP | 38,796 | $20.8M | 3.40% | +38,796 | New |
| Truist Financial Corp | 39,862 | $21.4M | 0.03% | +1,610+4.2% | Added |
| Summit Partners Public Asset Management, LLC | 40,000 | $21.4M | 0.84% | −30,000−42.9% | Reduced |
| Storebrand Asset Management AS | 40,971 | $22.0M | 0.06% | −6,866−14.4% | Reduced |
| Fred Alger Management, LLC | 42,295 | $22.3M | 0.10% | +20,566+94.6% | Added |
| Macquarie Group Ltd | 42,278 | $22.7M | 0.03% | +6,571+18.4% | Added |
| SEI Investments Co | 43,631 | $23.4M | 0.03% | +16,390+60.2% | Added |
| Harbor Capital Advisors, Inc. | 44,085 | $23.6M | 0.99% | +39+0.1% | Added |
| Waratah Capital Advisors Ltd. | 44,203 | $23.7M | 1.61% | +39,871+920.4% | Added |
| Empowered Funds, LLC | 45,483 | $24.4M | 0.28% | +11,479+33.8% | Added |
| WCM Investment Management, LLC | 49,592 | $26.5M | 0.06% | +3,009+6.5% | Added |
| Wells Fargo & Company | 49,971 | $26.8M | 0.01% | +1,619+3.3% | Added |
| Ieq Capital, LLC | 53,769 | $28.8M | 0.18% | +31,124+137.4% | Added |
| Driehaus Capital Management LLC | 54,337 | $29.1M | 0.23% | +54,337 | New |
| Wellington Management Group LLP | 55,424 | $29.7M | 0.01% | −293−0.5% | Reduced |
| AXA S.A. | 56,700 | $30.4M | 0.09% | −5,432−8.7% | Reduced |
| Neumeier Poma Investment Counsel LLC | 59,070 | $31.7M | 2.95% | +833+1.4% | Added |
| Smith Group Asset Management, LLC | 59,868 | $32.1M | 2.10% | +56,738+1,812.7% | Added |
| Assenagon Asset Management S.A. | 61,346 | $32.9M | 0.05% | +60,557+7,675.2% | Added |
| TimesSquare Capital Management, LLC | 61,710 | $33.1M | 0.48% | −16,834−21.4% | Reduced |
| California Public Employees Retirement System | 62,896 | $33.7M | 0.02% | +4,001+6.8% | Added |
| Legal & General Group Plc | 64,278 | $34.5M | 0.01% | −1,406−2.1% | Reduced |
| Citadel Advisors LLC | 64,323 | $34.5M | 0.03% | −129,398−66.8% | Reduced |
| Neuberger Berman Group LLC | 65,357 | $35.0M | 0.03% | +7,288+12.6% | Added |
| Public Employees Retirement Association of Colorado | 65,727 | $35.2M | 0.14% | 00.0% | Unchanged |
| Nordea Investment Management AB | 67,098 | $36.0M | 0.03% | −998−1.5% | Reduced |
| Swiss National Bank | 67,500 | $36.2M | 0.02% | −1,500−2.2% | Reduced |
| Granahan Investment Management Inc | 68,612 | $36.8M | 1.50% | +360+0.5% | Added |
| Merewether Investment Management, LP | 69,395 | $37.2M | 1.07% | +69,395 | New |
| Schroder Investment Management Group | 69,704 | $37.4M | 0.03% | −24,113−25.7% | Reduced |
| Royal Bank of Canada | 73,973 | $39.7M | 0.01% | +14,668+24.7% | Added |
| Man Group plc | 74,305 | $39.8M | 0.09% | −16,080−17.8% | Reduced |
| E. Ohman J:or Asset Management AB | 74,628 | $40.0M | 0.99% | −3,412−4.4% | Reduced |
| Mountain Pacific Investment Advisers Inc | 76,960 | $41.3M | 2.99% | −421−0.5% | Reduced |
| Retirement Systems of Alabama | 77,825 | $41.7M | 0.15% | −166−0.2% | Reduced |
| Danske Bank A/S | 80,066 | $42.9M | 0.11% | +16,770+26.5% | Added |
| Envestnet Asset Management Inc | 81,065 | $43.5M | 0.01% | +7,022+9.5% | Added |
| Schonfeld Strategic Advisors LLC | 81,497 | $43.7M | 0.33% | +10,463+14.7% | Added |
| Renaissance Group LLC | 87,380 | $46.9M | 1.83% | +5,775+7.1% | Added |
| Robeco Schweiz AG | 88,278 | $47.3M | 1.09% | −40,974−31.7% | Reduced |
| Systematic Financial Management LP | 91,890 | $49.3M | 1.31% | −2,299−2.4% | Reduced |
| Allianz Asset Management GmbH | 93,895 | $50.3M | 0.07% | +2,230+2.4% | Added |
| Susquehanna Fundamental Investments, LLC | 95,228 | $51.1M | 1.37% | −1,300−1.3% | Reduced |
| Victory Capital Management Inc | 98,130 | $52.6M | 0.03% | −74,441−43.1% | Reduced |
| Rhumbline Advisers | 98,395 | $52.8M | 0.05% | −1,365−1.4% | Reduced |
| American Century Companies Inc | 99,035 | $53.1M | 0.03% | +13,981+16.4% | Added |
| Qube Research & Technologies Ltd | 100,137 | $53.7M | 0.07% | −151,138−60.1% | Reduced |
| UBS Group AG | 100,861 | $54.1M | 0.01% | +6,706+7.1% | Added |
| Freestone Grove Partners LP | 103,269 | $55.4M | 0.42% | +85,284+474.2% | Added |
| Janus Henderson Group PLC | 103,487 | $55.5M | 0.03% | +1,894+1.9% | Added |
| Raymond James Financial Inc | 109,303 | $58.6M | 0.02% | +19,936+22.3% | Added |
| Congress Asset Management Co | 111,445 | $59.8M | 0.41% | +3,880+3.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 124,389 | $66.7M | 0.16% | +113,987+1,095.8% | Added |
| Russell Investments Group, Ltd. | 125,729 | $67.4M | 0.09% | +1,247+1.0% | Added |