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, Q3 2025
Institutional positions in Comfort Systems USA Inc as of Sep 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
- 888
- +139 vs. Q2 2025
- Shares held
- 33.3M
- −2.91K (0.0%) vs. Q2 2025
- Total value
- $27.5B
- +$9.58B (+53.6%) vs. Q2 2025
- New holders
- 211
- 281 more added
- Sold out
- 72
- 310 more reduced
6 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,977,588 | $3.28B | 0.06% | +96,388+2.5% | Added |
| Vanguard Group Inc | 3,684,559 | $3.04B | 0.05% | −87,859−2.3% | Reduced |
| FMR LLC | 1,892,021 | $1.56B | 0.08% | +321,531+20.5% | Added |
| Capital World Investors | 1,799,310 | $1.48B | 0.20% | −427,843−19.2% | Reduced |
| Invesco Ltd. | 1,064,560 | $878.5M | 0.14% | +73,727+7.4% | Added |
| State Street Corp | 1,053,556 | $869.4M | 0.03% | −20,221−1.9% | Reduced |
| Geode Capital Management, LLC | 853,468 | $704.4M | 0.04% | +31,571+3.8% | Added |
| Westfield Capital Management Co LP | 833,195 | $687.5M | 2.88% | −103,217−11.0% | Reduced |
| AQR Capital Management LLC | 835,560 | $678.5M | 0.43% | +53,125+6.8% | Added |
| JPMorgan Chase & Co | 734,519 | $606.1M | 0.04% | +197,613+36.8% | Added |
| First Trust Advisors LP | 513,257 | $423.5M | 0.32% | +117,892+29.8% | Added |
| Baillie Gifford & Co | 412,784 | $340.6M | 0.25% | −19,758−4.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 370,623 | $305.8M | 1.04% | −162,508−30.5% | Reduced |
| Millennium Management LLC | 358,685 | $296.0M | 0.23% | +203,136+130.6% | Added |
| Morgan Stanley | 345,660 | $285.2M | 0.02% | +13,590+4.1% | Added |
| AMF Pensionsforsakring AB | 324,974 | $268.2M | 1.70% | +324,974 | New |
| Federated Hermes, Inc. | 324,279 | $267.6M | 0.47% | +26,335+8.8% | Added |
| Northern Trust Corp | 309,323 | $255.2M | 0.03% | −26,537−7.9% | Reduced |
| Dimensional Fund Advisors LP | 304,671 | $251.3M | 0.05% | −20,912−6.4% | Reduced |
| Castle Hook Partners LP | 278,932 | $230.2M | 3.48% | +278,932 | New |
| Goldman Sachs Group Inc | 275,470 | $227.3M | 0.03% | +23,356+9.3% | Added |
| Lord, Abbett & Co. LLC | 273,747 | $225.9M | 0.67% | +141,407+106.9% | Added |
| Jacobs Levy Equity Management, Inc | 272,441 | $224.8M | 0.89% | −28,113−9.4% | Reduced |
| Bank of New York Mellon Corp | 271,377 | $223.9M | 0.04% | −4,747−1.7% | Reduced |
| Hood River Capital Management LLC | 241,191 | $199.0M | 2.35% | −2,194−0.9% | Reduced |
| Royal London Asset Management Ltd | 240,548 | $198.5M | 0.43% | −101,497−29.7% | Reduced |
| Deutsche Bank AG | 238,412 | $196.7M | 0.07% | +24,659+11.5% | Added |
| Artisan Partners Limited Partnership | 234,223 | $193.3M | 0.28% | +20,592+9.6% | Added |
| Qube Research & Technologies Ltd | 216,715 | $178.8M | 0.25% | +116,578+116.4% | Added |
| Voya Investment Management LLC | 217,122 | $178.5M | 0.18% | −79,671−26.8% | Reduced |
| Alliancebernstein L.P. | 211,153 | $174.2M | 0.05% | −60,230−22.2% | Reduced |
| Clearbridge Investments, LLC | 208,191 | $171.8M | 0.13% | −1,715−0.8% | Reduced |
| Charles Schwab Investment Management Inc | 207,729 | $171.4M | 0.03% | −94,461−31.3% | Reduced |
| Price T Rowe Associates Inc | 200,832 | $165.7M | 0.02% | +10,839+5.7% | Added |
| Third Point LLCSuperinvestorThird Point | 200,000 | $165.0M | 1.97% | +15,000+8.1% | Added |
| Arrowstreet Capital, Limited Partnership | 190,203 | $157.0M | 0.10% | +40,596+27.1% | Added |
| D. E. Shaw & Co., Inc. | 187,594 | $154.8M | 0.12% | −7,408−3.8% | Reduced |
| GW&K Investment Management, LLC | 174,817 | $144.3M | 1.28% | −28,248−13.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 166,522 | $137.4M | 0.12% | +18,210+12.3% | Added |
| Principal Financial Group Inc | 160,698 | $132.6M | 0.07% | −12,686−7.3% | Reduced |
| Evercore Wealth Management, LLC | 159,280 | $131.4M | 1.93% | +610+0.4% | Added |
| Comerica Bank | 158,406 | $130.7M | 0.49% | +7,127+4.7% | Added |
| Nuveen, LLC | 154,840 | $127.8M | 0.03% | −58,951−27.6% | Reduced |
| Capital Research Global Investors | 152,607 | $125.9M | 0.02% | −23,053−13.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 152,141 | $125.5M | 0.29% | +27,752+22.3% | Added |
| Franklin Resources Inc | 150,130 | $123.9M | 0.03% | −40,607−21.3% | Reduced |
| Lazard Asset Management LLC | 145,471 | $120.0M | 0.16% | +14,142+10.8% | Added |
| Ameriprise Financial Inc | 144,262 | $119.0M | 0.03% | −35,159−19.6% | Reduced |
| Capital International Investors | 140,428 | $115.9M | 0.02% | −66,514−32.1% | Reduced |
| Bank of America Corp | 133,121 | $109.8M | 0.01% | −47,993−26.5% | Reduced |
| UBS Group AG | 127,129 | $104.9M | 0.02% | +26,268+26.0% | Added |
| Bain Capital Public Equity Management II, LLC | 121,581 | $100.3M | 4.69% | +121,581 | New |
| Caisse de Depot Et Placement du Quebec | 120,933 | $99.8M | 0.18% | −58,091−32.4% | Reduced |
| EULAV Asset Management | 120,608 | $99.5M | 2.31% | −12,002−9.1% | Reduced |
| Handelsbanken Fonder AB | 114,458 | $94.4M | 0.30% | −20,679−15.3% | Reduced |
| UBS Asset Management Americas Inc | 113,657 | $93.8M | 0.02% | −63,571−35.9% | Reduced |
| American Century Companies Inc | 106,328 | $87.7M | 0.04% | +7,293+7.4% | Added |
| Russell Investments Group, Ltd. | 105,999 | $87.4M | 0.10% | −19,730−15.7% | Reduced |
| Raymond James Financial Inc | 101,343 | $83.6M | 0.03% | −7,960−7.3% | Reduced |
| Rhumbline Advisers | 96,663 | $79.8M | 0.06% | −1,732−1.8% | Reduced |
| Congress Asset Management Co | 95,877 | $79.1M | 0.53% | −15,568−14.0% | Reduced |
| Blue Grotto Capital, LLC | 95,607 | $78.9M | 9.15% | −38,210−28.6% | Reduced |
| Royal Bank of Canada | 95,425 | $78.7M | 0.01% | +21,452+29.0% | Added |
| Artemis Investment Management LLP | 93,331 | $77.0M | 0.96% | −131,999−58.6% | Reduced |
| Granahan Investment Management Inc | 92,772 | $76.6M | 3.13% | +24,160+35.2% | Added |
| Jane Street Group, LLC | 86,501 | $71.4M | 0.08% | +54,322+168.8% | Added |
| Janus Henderson Group PLC | 86,181 | $71.2M | 0.03% | −17,306−16.7% | Reduced |
| Victory Capital Management Inc | 85,870 | $70.9M | 0.04% | −12,260−12.5% | Reduced |
| Envestnet Asset Management Inc | 85,830 | $70.8M | 0.02% | +4,765+5.9% | Added |
| WCM Investment Management, LLC | 80,823 | $64.8M | 0.13% | +31,231+63.0% | Added |
| Allianz Asset Management GmbH | 77,673 | $64.1M | 0.08% | −16,222−17.3% | Reduced |
| Retirement Systems of Alabama | 77,369 | $63.8M | 0.21% | −456−0.6% | Reduced |
| Citadel Advisors LLC | 69,204 | $57.1M | 0.05% | +4,881+7.6% | Added |
| Robeco Schweiz AG | 69,200 | $57.1M | 1.28% | −19,078−21.6% | Reduced |
| Swiss National Bank | 68,900 | $56.9M | 0.03% | +1,400+2.1% | Added |
| California Public Employees Retirement System | 67,733 | $55.9M | 0.03% | +4,837+7.7% | Added |
| Neuberger Berman Group LLC | 64,796 | $53.5M | 0.04% | −561−0.9% | Reduced |
| Barclays PLC | 64,704 | $53.4M | 0.02% | +31,775+96.5% | Added |
| Systematic Financial Management LP | 64,484 | $53.2M | 1.29% | −27,406−29.8% | Reduced |
| Jennison Associates LLC | 63,561 | $52.4M | 0.03% | +61,026+2,407.3% | Added |
| Public Employees Retirement Association of Colorado | 63,050 | $52.0M | 0.19% | −2,677−4.1% | Reduced |
| Ieq Capital, LLC | 63,036 | $52.0M | 0.16% | +9,267+17.2% | Added |
| Smith Group Asset Management, LLC | 62,660 | $51.7M | 2.97% | +2,792+4.7% | Added |
| Legal & General Group Plc | 61,545 | $50.8M | 0.01% | −2,733−4.3% | Reduced |
| Fiera Capital Corp | 58,132 | $48.0M | 0.16% | +52,463+925.4% | Added |
| Value Aligned Research Advisors, LLC | 54,715 | $45.1M | 1.04% | +54,715 | New |
| LPL Financial LLC | 54,666 | $45.1M | 0.01% | +28,603+109.7% | Added |
| AXA Investment Managers S.A. | 52,718 | $43.5M | 0.12% | +52,718 | New |
| Renaissance Group LLC | 52,704 | $43.5M | 1.64% | −34,676−39.7% | Reduced |
| Freestone Grove Partners LP | 52,304 | $43.2M | 0.32% | −50,965−49.4% | Reduced |
| Bridgewater Associates, LP | 52,083 | $43.0M | 0.17% | +39,837+325.3% | Added |
| Driehaus Capital Management LLC | 50,594 | $41.7M | 0.30% | −3,743−6.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 50,417 | $41.6M | 0.10% | +50,417 | New |
| Renaissance Technologies LLC | 50,400 | $41.6M | 0.05% | −79,900−61.3% | Reduced |
| Nordea Investment Management AB | 51,293 | $41.5M | 0.04% | −15,805−23.6% | Reduced |
| Wells Fargo & Company | 50,123 | $41.4M | 0.01% | +152+0.3% | Added |
| E. Ohman J:or Asset Management AB | 48,538 | $40.1M | 0.94% | −26,090−35.0% | Reduced |
| Carmignac Gestion | 48,400 | $39.9M | 0.60% | −82,299−63.0% | Reduced |
| Empowered Funds, LLC | 48,295 | $39.9M | 0.40% | +2,812+6.2% | Added |
| Brevan Howard Capital Management LP | 48,062 | $39.7M | 0.57% | +31,503+190.2% | Added |