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 |
|---|---|---|---|---|---|
| AXA Investment Managers S.A. | 52,718 | $43.5M | 0.12% | +52,718 | New |
| LPL Financial LLC | 54,666 | $45.1M | 0.01% | +28,603+109.7% | Added |
| Value Aligned Research Advisors, LLC | 54,715 | $45.1M | 1.04% | +54,715 | New |
| Fiera Capital Corp | 58,132 | $48.0M | 0.16% | +52,463+925.4% | Added |
| Legal & General Group Plc | 61,545 | $50.8M | 0.01% | −2,733−4.3% | Reduced |
| Smith Group Asset Management, LLC | 62,660 | $51.7M | 2.97% | +2,792+4.7% | Added |
| Ieq Capital, LLC | 63,036 | $52.0M | 0.16% | +9,267+17.2% | Added |
| Public Employees Retirement Association of Colorado | 63,050 | $52.0M | 0.19% | −2,677−4.1% | Reduced |
| Jennison Associates LLC | 63,561 | $52.4M | 0.03% | +61,026+2,407.3% | Added |
| Systematic Financial Management LP | 64,484 | $53.2M | 1.29% | −27,406−29.8% | Reduced |
| Barclays PLC | 64,704 | $53.4M | 0.02% | +31,775+96.5% | Added |
| Neuberger Berman Group LLC | 64,796 | $53.5M | 0.04% | −561−0.9% | Reduced |
| California Public Employees Retirement System | 67,733 | $55.9M | 0.03% | +4,837+7.7% | Added |
| Swiss National Bank | 68,900 | $56.9M | 0.03% | +1,400+2.1% | Added |
| Robeco Schweiz AG | 69,200 | $57.1M | 1.28% | −19,078−21.6% | Reduced |
| Citadel Advisors LLC | 69,204 | $57.1M | 0.05% | +4,881+7.6% | Added |
| Retirement Systems of Alabama | 77,369 | $63.8M | 0.21% | −456−0.6% | Reduced |
| Allianz Asset Management GmbH | 77,673 | $64.1M | 0.08% | −16,222−17.3% | Reduced |
| WCM Investment Management, LLC | 80,823 | $64.8M | 0.13% | +31,231+63.0% | Added |
| Envestnet Asset Management Inc | 85,830 | $70.8M | 0.02% | +4,765+5.9% | Added |
| Victory Capital Management Inc | 85,870 | $70.9M | 0.04% | −12,260−12.5% | Reduced |
| Janus Henderson Group PLC | 86,181 | $71.2M | 0.03% | −17,306−16.7% | Reduced |
| Jane Street Group, LLC | 86,501 | $71.4M | 0.08% | +54,322+168.8% | Added |
| Granahan Investment Management Inc | 92,772 | $76.6M | 3.13% | +24,160+35.2% | Added |
| Artemis Investment Management LLP | 93,331 | $77.0M | 0.96% | −131,999−58.6% | Reduced |
| Royal Bank of Canada | 95,425 | $78.7M | 0.01% | +21,452+29.0% | Added |
| Blue Grotto Capital, LLC | 95,607 | $78.9M | 9.15% | −38,210−28.6% | Reduced |
| Congress Asset Management Co | 95,877 | $79.1M | 0.53% | −15,568−14.0% | Reduced |
| Rhumbline Advisers | 96,663 | $79.8M | 0.06% | −1,732−1.8% | Reduced |
| Raymond James Financial Inc | 101,343 | $83.6M | 0.03% | −7,960−7.3% | Reduced |
| Russell Investments Group, Ltd. | 105,999 | $87.4M | 0.10% | −19,730−15.7% | Reduced |
| American Century Companies Inc | 106,328 | $87.7M | 0.04% | +7,293+7.4% | Added |
| UBS Asset Management Americas Inc | 113,657 | $93.8M | 0.02% | −63,571−35.9% | Reduced |
| Handelsbanken Fonder AB | 114,458 | $94.4M | 0.30% | −20,679−15.3% | Reduced |
| EULAV Asset Management | 120,608 | $99.5M | 2.31% | −12,002−9.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 120,933 | $99.8M | 0.18% | −58,091−32.4% | Reduced |
| Bain Capital Public Equity Management II, LLC | 121,581 | $100.3M | 4.69% | +121,581 | New |
| UBS Group AG | 127,129 | $104.9M | 0.02% | +26,268+26.0% | Added |
| Bank of America Corp | 133,121 | $109.8M | 0.01% | −47,993−26.5% | Reduced |
| Capital International Investors | 140,428 | $115.9M | 0.02% | −66,514−32.1% | Reduced |
| Ameriprise Financial Inc | 144,262 | $119.0M | 0.03% | −35,159−19.6% | Reduced |
| Lazard Asset Management LLC | 145,471 | $120.0M | 0.16% | +14,142+10.8% | Added |
| Franklin Resources Inc | 150,130 | $123.9M | 0.03% | −40,607−21.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 152,141 | $125.5M | 0.29% | +27,752+22.3% | Added |
| Capital Research Global Investors | 152,607 | $125.9M | 0.02% | −23,053−13.1% | Reduced |
| Nuveen, LLC | 154,840 | $127.8M | 0.03% | −58,951−27.6% | Reduced |
| Comerica Bank | 158,406 | $130.7M | 0.49% | +7,127+4.7% | Added |
| Evercore Wealth Management, LLC | 159,280 | $131.4M | 1.93% | +610+0.4% | Added |
| Principal Financial Group Inc | 160,698 | $132.6M | 0.07% | −12,686−7.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 166,522 | $137.4M | 0.12% | +18,210+12.3% | Added |
| GW&K Investment Management, LLC | 174,817 | $144.3M | 1.28% | −28,248−13.9% | Reduced |
| D. E. Shaw & Co., Inc. | 187,594 | $154.8M | 0.12% | −7,408−3.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 190,203 | $157.0M | 0.10% | +40,596+27.1% | Added |
| Third Point LLCSuperinvestorThird Point | 200,000 | $165.0M | 1.97% | +15,000+8.1% | Added |
| Price T Rowe Associates Inc | 200,832 | $165.7M | 0.02% | +10,839+5.7% | Added |
| Charles Schwab Investment Management Inc | 207,729 | $171.4M | 0.03% | −94,461−31.3% | Reduced |
| Clearbridge Investments, LLC | 208,191 | $171.8M | 0.13% | −1,715−0.8% | Reduced |
| Alliancebernstein L.P. | 211,153 | $174.2M | 0.05% | −60,230−22.2% | Reduced |
| Voya Investment Management LLC | 217,122 | $178.5M | 0.18% | −79,671−26.8% | Reduced |
| Qube Research & Technologies Ltd | 216,715 | $178.8M | 0.25% | +116,578+116.4% | Added |
| Artisan Partners Limited Partnership | 234,223 | $193.3M | 0.28% | +20,592+9.6% | Added |
| Deutsche Bank AG | 238,412 | $196.7M | 0.07% | +24,659+11.5% | Added |
| Royal London Asset Management Ltd | 240,548 | $198.5M | 0.43% | −101,497−29.7% | Reduced |
| Hood River Capital Management LLC | 241,191 | $199.0M | 2.35% | −2,194−0.9% | Reduced |
| Bank of New York Mellon Corp | 271,377 | $223.9M | 0.04% | −4,747−1.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 272,441 | $224.8M | 0.89% | −28,113−9.4% | Reduced |
| Lord, Abbett & Co. LLC | 273,747 | $225.9M | 0.67% | +141,407+106.9% | Added |
| Goldman Sachs Group Inc | 275,470 | $227.3M | 0.03% | +23,356+9.3% | Added |
| Castle Hook Partners LP | 278,932 | $230.2M | 3.48% | +278,932 | New |
| Dimensional Fund Advisors LP | 304,671 | $251.3M | 0.05% | −20,912−6.4% | Reduced |
| Northern Trust Corp | 309,323 | $255.2M | 0.03% | −26,537−7.9% | Reduced |
| Federated Hermes, Inc. | 324,279 | $267.6M | 0.47% | +26,335+8.8% | Added |
| AMF Pensionsforsakring AB | 324,974 | $268.2M | 1.70% | +324,974 | New |
| Morgan Stanley | 345,660 | $285.2M | 0.02% | +13,590+4.1% | Added |
| Millennium Management LLC | 358,685 | $296.0M | 0.23% | +203,136+130.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 370,623 | $305.8M | 1.04% | −162,508−30.5% | Reduced |
| Baillie Gifford & Co | 412,784 | $340.6M | 0.25% | −19,758−4.6% | Reduced |
| First Trust Advisors LP | 513,257 | $423.5M | 0.32% | +117,892+29.8% | Added |
| JPMorgan Chase & Co | 734,519 | $606.1M | 0.04% | +197,613+36.8% | Added |
| AQR Capital Management LLC | 835,560 | $678.5M | 0.43% | +53,125+6.8% | Added |
| Westfield Capital Management Co LP | 833,195 | $687.5M | 2.88% | −103,217−11.0% | Reduced |
| Geode Capital Management, LLC | 853,468 | $704.4M | 0.04% | +31,571+3.8% | Added |
| State Street Corp | 1,053,556 | $869.4M | 0.03% | −20,221−1.9% | Reduced |
| Invesco Ltd. | 1,064,560 | $878.5M | 0.14% | +73,727+7.4% | Added |
| Capital World Investors | 1,799,310 | $1.48B | 0.20% | −427,843−19.2% | Reduced |
| FMR LLC | 1,892,021 | $1.56B | 0.08% | +321,531+20.5% | Added |
| Vanguard Group Inc | 3,684,559 | $3.04B | 0.05% | −87,859−2.3% | Reduced |
| BlackRock, Inc. | 3,977,588 | $3.28B | 0.06% | +96,388+2.5% | Added |
| AXA S.A. | 0 | $0 | 0.00% | −56,700−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −34,682−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −34,276−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −29,974−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −14,535−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −12,372−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −10,509−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −9,227−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −6,212−100.0% | Sold out |
| Night Squared LP | 0 | $0 | 0.00% | −5,598−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −4,702−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,048−100.0% | Sold out |