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, Q1 2026
Institutional positions in Comfort Systems USA Inc as of Mar 31, 2026. 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
- 1,206
- +178 vs. Q4 2025
- Shares held
- 32.5M
- +4.08M (+14.3%) vs. Q4 2025
- Total value
- $44.6B
- +$18.1B (+68.1%) vs. Q4 2025
- New holders
- 247
- 449 more added
- Sold out
- 69
- 402 more reduced
15 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,512,927 | $4.84B | 0.08% | +64,292+1.9% | Added |
| Vanguard Capital Management LLC | 2,285,949 | $3.15B | 0.08% | +2,285,949 | New |
| Vanguard Portfolio Management LLC | 1,881,184 | $2.59B | 0.14% | +1,881,184 | New |
| State Street Corp | 1,471,879 | $2.03B | 0.07% | +43,205+3.0% | Added |
| FMR LLC | 1,449,517 | $2.00B | 0.11% | −221,194−13.2% | Reduced |
| Geode Capital Management, LLC | 1,238,619 | $1.71B | 0.11% | +52,710+4.4% | Added |
| AQR Capital Management LLC | 1,116,230 | $1.49B | 0.68% | +96,308+9.4% | Added |
| Capital World Investors | 865,780 | $1.19B | 0.16% | −774,752−47.2% | Reduced |
| JPMorgan Chase & Co | 889,891 | $1.13B | 0.08% | +182,899+25.9% | Added |
| Westfield Capital Management Co LP | 620,915 | $856.2M | 3.59% | −47,920−7.2% | Reduced |
| Invesco Ltd. | 606,580 | $836.5M | 0.08% | −46,399−7.1% | Reduced |
| Morgan Stanley | 460,135 | $634.5M | 0.04% | +28,462+6.6% | Added |
| First Trust Advisors LP | 415,886 | $573.5M | 0.41% | −66,213−13.7% | Reduced |
| Capital International Investors | 391,831 | $540.3M | 0.13% | +278,199+244.8% | Added |
| Northern Trust Corp | 329,098 | $453.8M | 0.06% | +10,316+3.2% | Added |
| Charles Schwab Investment Management Inc | 287,735 | $396.8M | 0.06% | +1,253+0.4% | Added |
| Dimensional Fund Advisors LP | 279,947 | $385.8M | 0.08% | +14,423+5.4% | Added |
| Federated Hermes, Inc. | 267,030 | $368.2M | 0.60% | −50,436−15.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 252,979 | $348.9M | 0.19% | +28,712+12.8% | Added |
| Hood River Capital Management LLC | 249,385 | $343.9M | 3.45% | +3,528+1.4% | Added |
| Goldman Sachs Group Inc | 244,047 | $336.5M | 0.04% | +46,057+23.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 242,196 | $334.0M | 1.12% | −46,843−16.2% | Reduced |
| Deutsche Bank AG | 240,791 | $332.0M | 0.11% | −72,033−23.0% | Reduced |
| Lord, Abbett & Co. LLC | 237,647 | $327.7M | 1.07% | −33,933−12.5% | Reduced |
| Baillie Gifford & Co | 225,118 | $310.4M | 0.32% | −49,624−18.1% | Reduced |
| Point72 Asset Management, L.P. | 219,232 | $302.3M | 0.53% | +72,378+49.3% | Added |
| Bank of New York Mellon Corp | 218,195 | $300.9M | 0.06% | −9,493−4.2% | Reduced |
| Value Aligned Research Advisors, LLC | 213,637 | $294.6M | 3.49% | +66,616+45.3% | Added |
| Castle Hook Partners LP | 208,906 | $288.1M | 5.82% | −58,928−22.0% | Reduced |
| Artisan Partners Limited Partnership | 208,177 | $287.1M | 0.47% | −8,034−3.7% | Reduced |
| Franklin Resources Inc | 203,388 | $280.5M | 0.07% | +23,377+13.0% | Added |
| Vanguard Fiduciary Trust Co | 202,952 | $279.9M | 0.07% | +202,952 | New |
| UBS Group AG | 190,544 | $262.8M | 0.05% | +36,810+23.9% | Added |
| Nuveen, LLC | 188,471 | $259.9M | 0.07% | +11,485+6.5% | Added |
| Price T Rowe Associates Inc | 161,169 | $222.3M | 0.03% | −16,447−9.3% | Reduced |
| Clearbridge Investments, LLC | 159,961 | $220.6M | 0.19% | −40,584−20.2% | Reduced |
| Legal & General Group Plc | 153,779 | $212.1M | 0.05% | +31,919+26.2% | Added |
| Capital Research Global Investors | 153,639 | $211.9M | 0.03% | +37,052+31.8% | Added |
| SG Americas Securities, LLC | 153,458 | $211.6M | 0.23% | +30,993+25.3% | Added |
| Ameriprise Financial Inc | 147,298 | $203.1M | 0.05% | +31,318+27.0% | Added |
| Royal Bank of Canada | 146,195 | $201.6M | 0.04% | +28,829+24.6% | Added |
| UBS Asset Management Americas Inc | 146,007 | $201.3M | 0.04% | +11,731+8.7% | Added |
| Royal London Asset Management Ltd | 138,256 | $190.7M | 0.40% | −56,544−29.0% | Reduced |
| Amundi | 136,835 | $188.7M | 0.05% | +24,209+21.5% | Added |
| Evercore Wealth Management, LLC | 134,308 | $185.2M | 2.91% | −20,929−13.5% | Reduced |
| Raymond James Financial Inc | 135,009 | $181.3M | 0.06% | +48,619+56.3% | Added |
| Allspring Global Investments Holdings, LLC | 124,989 | $178.5M | 0.30% | +59,623+91.2% | Added |
| Bank of America Corp | 129,056 | $178.0M | 0.01% | −25,546−16.5% | Reduced |
| Voya Investment Management LLC | 121,608 | $167.2M | 0.17% | −56,519−31.7% | Reduced |
| Allianz Asset Management GmbH | 119,449 | $164.7M | 0.19% | +28,593+31.5% | Added |
| Janus Henderson Group PLC | 115,378 | $159.1M | 0.08% | +16,451+16.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 114,241 | $157.5M | 0.34% | −29,361−20.4% | Reduced |
| AMF Pensionsforsakring AB | 109,590 | $151.1M | 1.00% | −162,078−59.7% | Reduced |
| WCM Investment Management, LLC | 116,698 | $148.6M | 0.34% | +22,992+24.5% | Added |
| Swiss National Bank | 103,480 | $142.7M | 0.08% | +6,800+7.0% | Added |
| Millennium Management LLC | 103,313 | $142.5M | 0.11% | +40,969+65.7% | Added |
| Barclays PLC | 102,970 | $142.0M | 0.05% | +35,387+52.4% | Added |
| Principal Financial Group Inc | 102,149 | $140.9M | 0.08% | −1,940−1.9% | Reduced |
| Alliancebernstein L.P. | 148,961 | $139.0M | 0.05% | −33,846−18.5% | Reduced |
| Russell Investments Group, Ltd. | 99,887 | $137.7M | 0.15% | −1,408−1.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 96,221 | $132.7M | 0.56% | −171,652−64.1% | Reduced |
| GW&K Investment Management, LLC | 95,674 | $131.9M | 1.16% | −15,973−14.3% | Reduced |
| Temasek Holdings (Private) Ltd | 94,356 | $130.1M | 0.44% | +41,799+79.5% | Added |
| Ieq Capital, LLC | 89,865 | $123.9M | 0.58% | +6,940+8.4% | Added |
| Bridgewater Associates, LP | 86,462 | $119.2M | 0.53% | +18,263+26.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 84,992 | $117.2M | 0.11% | +19,038+28.9% | Added |
| KBC Group NV | 84,392 | $116.4M | 0.29% | −7,337−8.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 82,173 | $113.3M | 0.07% | +7,515+10.1% | Added |
| Caisse de Depot Et Placement du Quebec | 79,885 | $110.2M | 0.18% | −25,699−24.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 79,581 | $109.7M | 0.07% | +6,021+8.2% | Added |
| Envestnet Asset Management Inc | 78,352 | $108.0M | 0.03% | +11,940+18.0% | Added |
| California Public Employees Retirement System | 78,113 | $107.7M | 0.07% | +11,829+17.8% | Added |
| Vanguard Global Advisers, LLC | 77,866 | $107.4M | 0.06% | +77,866 | New |
| Fiera Capital Corp | 76,892 | $106.0M | 0.36% | −225−0.3% | Reduced |
| TimesSquare Capital Management, LLC | 73,968 | $102.0M | 1.73% | +22,748+44.4% | Added |
| National Pension Service | 71,717 | $98.9M | 0.08% | +24,673+52.4% | Added |
| SEI Investments Co | 70,746 | $97.6M | 0.09% | +16,592+30.6% | Added |
| HSBC Holdings PLC | 68,152 | $93.6M | 0.06% | +8,831+14.9% | Added |
| D. E. Shaw & Co., Inc. | 67,779 | $93.5M | 0.07% | −16,722−19.8% | Reduced |
| Squarepoint Ops LLC | 66,716 | $92.0M | 0.20% | +147+0.2% | Added |
| Lazard Asset Management LLC | 66,710 | $92.0M | 0.15% | +7,438+12.5% | Added |
| Rhumbline Advisers | 66,597 | $91.8M | 0.08% | −582−0.9% | Reduced |
| Storebrand Asset Management AS | 64,513 | $89.0M | 0.26% | +3,567+5.9% | Added |
| Victory Capital Management Inc | 64,058 | $88.3M | 0.06% | +7,286+12.8% | Added |
| Vanguard Asset Management, Ltd | 60,206 | $83.0M | 0.07% | +60,206 | New |
| Smith Group Asset Management, LLC | 59,568 | $82.1M | 4.19% | −5,305−8.2% | Reduced |
| Wells Fargo & Company | 58,670 | $80.9M | 0.02% | −1,000−1.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 57,993 | $80.0M | 0.23% | +17,170+42.1% | Added |
| Man Group plc | 57,847 | $79.8M | 0.17% | +24,523+73.6% | Added |
| Renaissance Technologies LLC | 56,660 | $78.1M | 0.12% | +2,680+5.0% | Added |
| Congress Asset Management Co | 55,192 | $76.1M | 0.55% | −27,146−33.0% | Reduced |
| California State Teachers Retirement System | 54,276 | $74.8M | 0.08% | −1,108−2.0% | Reduced |
| American Century Companies Inc | 51,120 | $70.5M | 0.04% | −62,950−55.2% | Reduced |
| BNP Paribas Arbitrage, SA | 50,284 | $69.3M | 0.05% | −6,915−12.1% | Reduced |
| LPL Financial LLC | 49,660 | $68.5M | 0.02% | −3,894−7.3% | Reduced |
| Gotham Asset Management, LLC | 48,821 | $67.3M | 0.21% | −5,574−10.2% | Reduced |
| AustralianSuper Pty Ltd | 47,491 | $65.5M | 0.34% | +34,712+271.6% | Added |
| Polar Capital Holdings Plc | 46,505 | $64.1M | 0.28% | +21,280+84.4% | Added |
| Nomura Asset Management International Inc. | 45,960 | $63.4M | 0.11% | +900+2.0% | Added |
| Schroder Investment Management Group | 45,833 | $63.2M | 0.05% | −20,830−31.2% | Reduced |