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, Q4 2025
Institutional positions in Comfort Systems USA Inc as of Dec 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
- 1,043
- +178 vs. Q3 2025
- Shares held
- 33.3M
- +67.2K (+0.2%) vs. Q3 2025
- Total value
- $31.1B
- +$3.72B (+13.6%) vs. Q3 2025
- New holders
- 260
- 353 more added
- Sold out
- 82
- 338 more reduced
23 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,310,126 | $4.02B | 0.06% | +625,567+17.0% | Added |
| BlackRock, Inc. | 3,448,635 | $3.22B | 0.05% | −528,953−13.3% | Reduced |
| FMR LLC | 1,670,711 | $1.56B | 0.08% | −221,310−11.7% | Reduced |
| Capital World Investors | 1,640,532 | $1.53B | 0.21% | −158,778−8.8% | Reduced |
| State Street Corp | 1,428,674 | $1.33B | 0.04% | +375,118+35.6% | Added |
| Geode Capital Management, LLC | 1,185,909 | $1.10B | 0.07% | +332,441+39.0% | Added |
| AQR Capital Management LLC | 1,019,922 | $951.9M | 0.50% | +184,362+22.1% | Added |
| JPMorgan Chase & Co | 706,992 | $659.8M | 0.04% | −27,527−3.7% | Reduced |
| Westfield Capital Management Co LP | 668,835 | $624.2M | 2.60% | −164,360−19.7% | Reduced |
| Invesco Ltd. | 652,979 | $609.4M | 0.06% | −411,581−38.7% | Reduced |
| Norges Bank | 503,173 | $469.6M | 0.05% | +503,173 | New |
| First Trust Advisors LP | 482,099 | $449.9M | 0.33% | −31,158−6.1% | Reduced |
| Morgan Stanley | 431,673 | $402.9M | 0.02% | +86,013+24.9% | Added |
| Northern Trust Corp | 318,782 | $297.5M | 0.04% | +9,459+3.1% | Added |
| Federated Hermes, Inc. | 317,466 | $296.3M | 0.50% | −6,813−2.1% | Reduced |
| Deutsche Bank AG | 312,824 | $292.0M | 0.10% | +74,412+31.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 289,039 | $269.8M | 0.91% | −81,584−22.0% | Reduced |
| Charles Schwab Investment Management Inc | 286,482 | $267.4M | 0.04% | +78,753+37.9% | Added |
| Baillie Gifford & Co | 274,742 | $256.4M | 0.21% | −138,042−33.4% | Reduced |
| AMF Pensionsforsakring AB | 271,668 | $253.5M | 1.57% | −53,306−16.4% | Reduced |
| Lord, Abbett & Co. LLC | 271,580 | $253.5M | 0.78% | −2,167−0.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 267,873 | $250.0M | 0.97% | −4,568−1.7% | Reduced |
| Castle Hook Partners LP | 267,834 | $250.0M | 3.59% | −11,098−4.0% | Reduced |
| Dimensional Fund Advisors LP | 265,524 | $247.8M | 0.05% | −39,147−12.8% | Reduced |
| Hood River Capital Management LLC | 245,857 | $229.5M | 2.52% | +4,666+1.9% | Added |
| Bank of New York Mellon Corp | 227,688 | $212.5M | 0.04% | −43,689−16.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 224,267 | $209.3M | 0.12% | +34,064+17.9% | Added |
| Artisan Partners Limited Partnership | 216,211 | $201.8M | 0.31% | −18,012−7.7% | Reduced |
| Clearbridge Investments, LLC | 200,545 | $187.2M | 0.15% | −7,646−3.7% | Reduced |
| Goldman Sachs Group Inc | 197,990 | $184.8M | 0.03% | −77,480−28.1% | Reduced |
| Royal London Asset Management Ltd | 194,800 | $181.8M | 0.38% | −45,748−19.0% | Reduced |
| Alliancebernstein L.P. | 182,807 | $170.6M | 0.05% | −28,346−13.4% | Reduced |
| Franklin Resources Inc | 180,011 | $168.0M | 0.04% | +29,881+19.9% | Added |
| Price T Rowe Associates Inc | 177,616 | $165.8M | 0.02% | −23,216−11.6% | Reduced |
| Voya Investment Management LLC | 178,127 | $165.7M | 0.16% | −38,995−18.0% | Reduced |
| Nuveen, LLC | 176,986 | $165.2M | 0.04% | +22,146+14.3% | Added |
| Evercore Wealth Management, LLC | 155,237 | $144.9M | 2.12% | −4,043−2.5% | Reduced |
| Bank of America Corp | 154,602 | $144.3M | 0.01% | +21,481+16.1% | Added |
| UBS Group AG | 153,734 | $143.5M | 0.03% | +26,605+20.9% | Added |
| Value Aligned Research Advisors, LLC | 147,021 | $137.2M | 2.81% | +92,306+168.7% | Added |
| Point72 Asset Management, L.P. | 146,854 | $137.1M | 0.21% | +111,970+321.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 143,602 | $134.0M | 0.29% | −8,539−5.6% | Reduced |
| UBS Asset Management Americas Inc | 134,276 | $125.3M | 0.03% | +20,619+18.1% | Added |
| SG Americas Securities, LLC | 122,465 | $114.3M | 0.15% | +120,400+5,830.5% | Added |
| Legal & General Group Plc | 121,860 | $113.7M | 0.03% | +60,315+98.0% | Added |
| Royal Bank of Canada | 117,366 | $109.5M | 0.02% | +21,941+23.0% | Added |
| Capital Research Global Investors | 116,587 | $108.8M | 0.02% | −36,020−23.6% | Reduced |
| Ameriprise Financial Inc | 115,980 | $108.2M | 0.02% | −28,282−19.6% | Reduced |
| American Century Companies Inc | 114,070 | $106.5M | 0.05% | +7,742+7.3% | Added |
| Capital International Investors | 113,632 | $106.1M | 0.02% | −26,796−19.1% | Reduced |
| Amundi | 112,626 | $105.1M | 0.03% | +104,546+1,293.9% | Added |
| GW&K Investment Management, LLC | 111,647 | $104.2M | 0.90% | −63,170−36.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 105,584 | $98.5M | 0.17% | −15,349−12.7% | Reduced |
| Third Point LLCSuperinvestorThird Point | 105,000 | $98.0M | 1.35% | −95,000−47.5% | Reduced |
| Principal Financial Group Inc | 104,089 | $97.2M | 0.05% | −56,609−35.2% | Reduced |
| Russell Investments Group, Ltd. | 101,295 | $94.5M | 0.10% | −4,704−4.4% | Reduced |
| Janus Henderson Group PLC | 98,927 | $92.3M | 0.04% | +12,746+14.8% | Added |
| Swiss National Bank | 96,680 | $90.2M | 0.05% | +27,780+40.3% | Added |
| WCM Investment Management, LLC | 93,706 | $88.7M | 0.18% | +12,883+15.9% | Added |
| KBC Group NV | 91,729 | $85.6M | 0.20% | +90,754+9,308.1% | Added |
| Allianz Asset Management GmbH | 90,856 | $84.8M | 0.10% | +13,183+17.0% | Added |
| Raymond James Financial Inc | 86,390 | $80.6M | 0.03% | −14,953−14.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 84,731 | $79.1M | 0.11% | +82,295+3,378.3% | Added |
| D. E. Shaw & Co., Inc. | 84,501 | $78.9M | 0.06% | −103,093−55.0% | Reduced |
| Qube Research & Technologies Ltd | 83,184 | $77.6M | 0.11% | −133,531−61.6% | Reduced |
| Ieq Capital, LLC | 82,925 | $77.4M | 0.23% | +19,889+31.6% | Added |
| Congress Asset Management Co | 82,338 | $76.8M | 0.54% | −13,539−14.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 73,560 | $73.8M | 0.05% | +73,491+106,508.7% | Added |
| Fiera Capital Corp | 77,117 | $72.0M | 0.23% | +18,985+32.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 74,658 | $69.7M | 0.04% | +74,357+24,703.3% | Added |
| Allspring Global Investments Holdings, LLC | 65,366 | $65.6M | 0.11% | +65,366 | New |
| Bridgewater Associates, LP | 68,199 | $63.6M | 0.23% | +16,116+30.9% | Added |
| Barclays PLC | 67,583 | $63.1M | 0.03% | +2,879+4.4% | Added |
| Rhumbline Advisers | 67,179 | $62.7M | 0.05% | −29,484−30.5% | Reduced |
| Schroder Investment Management Group | 66,663 | $62.2M | 0.05% | +22,659+51.5% | Added |
| Squarepoint Ops LLC | 66,569 | $62.1M | 0.13% | +63,199+1,875.3% | Added |
| Envestnet Asset Management Inc | 66,412 | $62.0M | 0.02% | −19,418−22.6% | Reduced |
| California Public Employees Retirement System | 66,284 | $61.9M | 0.04% | −1,449−2.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 65,954 | $61.6M | 0.05% | −100,568−60.4% | Reduced |
| Freestone Grove Partners LP | 65,708 | $61.3M | 0.44% | +13,404+25.6% | Added |
| Smith Group Asset Management, LLC | 64,873 | $60.5M | 3.21% | +2,213+3.5% | Added |
| Millennium Management LLC | 62,344 | $58.2M | 0.04% | −296,341−82.6% | Reduced |
| Storebrand Asset Management AS | 60,946 | $56.9M | 0.15% | +32,301+112.8% | Added |
| EULAV Asset Management | 60,708 | $56.7M | 1.51% | −59,900−49.7% | Reduced |
| Handelsbanken Fonder AB | 59,898 | $55.9M | 0.17% | −54,560−47.7% | Reduced |
| Wells Fargo & Company | 59,670 | $55.7M | 0.01% | +9,547+19.0% | Added |
| HSBC Holdings PLC | 59,321 | $55.5M | 0.03% | +52,379+754.5% | Added |
| Lazard Asset Management LLC | 59,272 | $55.3M | 0.09% | −86,199−59.3% | Reduced |
| BNP Paribas Arbitrage, SA | 57,199 | $53.4M | 0.03% | +39,888+230.4% | Added |
| Victory Capital Management Inc | 56,772 | $53.0M | 0.03% | −29,098−33.9% | Reduced |
| Blue Grotto Capital, LLC | 55,601 | $51.9M | 5.33% | −40,006−41.8% | Reduced |
| California State Teachers Retirement System | 55,384 | $51.7M | 0.05% | +21,457+63.2% | Added |
| Gotham Asset Management, LLC | 54,395 | $50.8M | 0.19% | +16,301+42.8% | Added |
| SEI Investments Co | 54,154 | $50.5M | 0.05% | +7,745+16.7% | Added |
| Renaissance Technologies LLC | 53,980 | $50.4M | 0.08% | +3,580+7.1% | Added |
| LPL Financial LLC | 53,554 | $50.0M | 0.01% | −1,112−2.0% | Reduced |
| Artemis Investment Management LLP | 53,195 | $49.6M | 0.60% | −40,136−43.0% | Reduced |
| Neuberger Berman Group LLC | 52,726 | $49.2M | 0.04% | −12,070−18.6% | Reduced |
| Temasek Holdings (Private) Ltd | 52,557 | $49.1M | 0.16% | +52,557 | New |
| TimesSquare Capital Management, LLC | 51,220 | $47.8M | 0.72% | +49,575+3,013.7% | Added |