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 (+68.0%) 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 |
|---|---|---|---|---|---|
| Public Employees Retirement System of Ohio | 13,505 | $18.6M | 0.06% | −852−5.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 13,646 | $18.8M | 0.05% | +2,610+23.6% | Added |
| Kovitz Investment Group Partners, LLC | 13,778 | $19.0M | 0.44% | +13,357+3,172.7% | Added |
| Swiss Life Asset Management Ltd | 13,793 | $19.0M | 0.09% | +515+3.9% | Added |
| Daiwa Securities Group Inc. | 13,924 | $19.2M | 0.06% | +1,567+12.7% | Added |
| Pallas Capital Advisors LLC | 13,925 | $19.2M | 0.72% | −5,379−27.9% | Reduced |
| Andra AP-fonden | 14,013 | $19.3M | 0.24% | +6,213+79.7% | Added |
| BW Gestao de Investimentos Ltda. | 14,023 | $19.3M | 0.86% | +14,023 | New |
| Wealth High Governance Capital Ltda | 14,023 | $19.3M | 5.80% | +14,023 | New |
| Public Employees Retirement Association of Colorado | 14,145 | $19.5M | 0.08% | +10,800+322.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 14,214 | $19.6M | 0.03% | +12,823+921.9% | Added |
| Strategic Planning Group, LLC | 14,321 | $19.7M | 2.76% | −4,305−23.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,378 | $19.8M | 0.16% | +578+4.2% | Added |
| Mediolanum International Funds Ltd | 15,985 | $20.4M | 0.22% | +1,773+12.5% | Added |
| Treasurer of the State of North Carolina | 14,893 | $20.5M | 0.06% | +318+2.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 14,894 | $20.5M | 0.18% | +108+0.7% | Added |
| Employees Provident Fund Board | 15,017 | $20.7M | 0.16% | +15,017 | New |
| Assenagon Asset Management S.A. | 15,158 | $20.9M | 0.03% | +5,115+50.9% | Added |
| Toronto Dominion Bank | 15,385 | $21.2M | 0.04% | −5,186−25.2% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 15,400 | $21.2M | 0.12% | +3,720+31.8% | Added |
| OP Asset Management Ltd | 15,469 | $21.3M | 0.22% | +9,804+173.1% | Added |
| Swedbank AB | 15,672 | $21.6M | 0.02% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 15,887 | $21.9M | 2.71% | +7,402+87.2% | Added |
| Great West Life Assurance Co | 15,916 | $22.0M | 0.04% | +242+1.5% | Added |
| Peterson Wealth Services | 16,370 | $22.6M | 5.58% | −77−0.5% | Reduced |
| Capital Fund Management S.A. | 16,372 | $22.6M | 0.20% | +16,372 | New |
| KLP Kapitalforvaltning AS | 16,400 | $22.6M | 0.09% | +2,180+15.3% | Added |
| SEB Asset Management AB | 16,479 | $22.7M | 0.10% | +16,479 | New |
| Schonfeld Strategic Advisors LLC | 16,593 | $22.9M | 0.19% | −14,624−46.8% | Reduced |
| Worldquant Millennium Advisors LLC | 16,842 | $23.2M | 0.09% | +13,786+451.1% | Added |
| Freestone Grove Partners LP | 17,281 | $23.8M | 0.17% | −48,427−73.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 17,352 | $23.9M | 0.07% | −493−2.8% | Reduced |
| Captrust Financial Advisors | 17,469 | $24.1M | 0.04% | +3,393+24.1% | Added |
| Vanguard Investments Australia, Ltd. | 17,630 | $24.3M | 0.07% | +17,630 | New |
| E. Ohman J:or Asset Management AB | 17,819 | $24.6M | 0.65% | −30,740−63.3% | Reduced |
| Mackenzie Financial Corp | 18,230 | $25.1M | 0.03% | +8,108+80.1% | Added |
| Advisor Group Holdings, Inc. | 18,575 | $25.6M | 0.04% | −8,816−32.2% | Reduced |
| Mercer Global Advisors Inc | 18,755 | $25.9M | 0.04% | +3,698+24.6% | Added |
| Wellington Management Group LLP | 19,174 | $26.4M | 0.00% | −2,428−11.2% | Reduced |
| Credit Agricole S A | 19,419 | $26.8M | 0.09% | −13,697−41.4% | Reduced |
| Navellier & Associates Inc | 19,802 | $27.3M | 2.85% | +534+2.8% | Added |
| Handelsbanken Fonder AB | 20,033 | $27.6M | 0.09% | −39,865−66.6% | Reduced |
| Fred Alger Management, LLC | 20,564 | $28.4M | 0.12% | −6,664−24.5% | Reduced |
| Munro Partners | 20,704 | $28.6M | 0.97% | −2,730−11.6% | Reduced |
| BWCP, LP | 22,023 | $30.4M | 4.63% | −11,587−34.5% | Reduced |
| Bessemer Group Inc | 22,192 | $30.6M | 0.05% | −7,766−25.9% | Reduced |
| Merewether Investment Management, LP | 22,351 | $30.8M | 0.60% | −23,998−51.8% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 23,289 | $32.1M | 0.10% | +3,695+18.9% | Added |
| TD Asset Management Inc | 23,534 | $32.5M | 0.03% | +10,812+85.0% | Added |
| Robeco Institutional Asset Management B.V. | 23,537 | $32.5M | 0.05% | −61,194−72.2% | Reduced |
| Los Angeles Capital Management LLC | 23,724 | $32.7M | 0.13% | +14,555+158.7% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 23,862 | $32.9M | 0.50% | +23,862 | New |
| Manufacturers Life Insurance Company, The | 24,082 | $33.2M | 0.03% | −2,140−8.2% | Reduced |
| Citadel Advisors LLC | 24,295 | $33.5M | 0.02% | +15,156+165.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 25,728 | $33.5M | 0.07% | +7,022+37.5% | Added |
| State of Wisconsin Investment Board | 24,526 | $33.8M | 0.08% | +1,415+6.1% | Added |
| Stifel Financial Corp | 25,271 | $34.8M | 0.03% | −406−1.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 25,757 | $35.5M | 0.09% | −346−1.3% | Reduced |
| Wealth High Governance Asset Management Ltda. | 25,977 | $35.8M | 5.59% | +25,977 | New |
| Granahan Investment Management Inc | 26,027 | $35.9M | 1.74% | −80.0% | Reduced |
| FIL Ltd | 26,067 | $35.9M | 0.03% | +12,341+89.9% | Added |
| Holocene Advisors, LP | 26,679 | $36.8M | 0.09% | +19,667+280.5% | Added |
| Zurich Insurance Group Ltd | 26,940 | $37.1M | 0.29% | +26,940 | New |
| Candriam Luxembourg S.C.A. | 27,076 | $37.3M | 0.19% | −1,210−4.3% | Reduced |
| Truist Financial Corp | 27,747 | $38.3M | 0.05% | +2,621+10.4% | Added |
| Cetera Investment Advisers | 27,946 | $38.5M | 0.04% | −510−1.8% | Reduced |
| Ensign Peak Advisors, Inc | 28,394 | $39.2M | 0.07% | −1,185−4.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 28,584 | $39.4M | 0.06% | +3,784+15.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 28,907 | $39.9M | 0.07% | +1,306+4.7% | Added |
| Pictet Asset Management Holding SA | 29,139 | $40.2M | 0.04% | +4,431+17.9% | Added |
| Renaissance Group LLC | 29,374 | $40.5M | 1.70% | −9,422−24.3% | Reduced |
| Citigroup Inc | 29,786 | $41.1M | 0.03% | +3,538+13.5% | Added |
| Jennison Associates LLC | 29,887 | $41.2M | 0.03% | +27,769+1,311.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 29,944 | $41.3M | 0.43% | +19,440+185.1% | Added |
| Systematic Financial Management LP | 30,179 | $41.6M | 0.95% | −18,871−38.5% | Reduced |
| New York State Teachers Retirement System | 30,665 | $42.3M | 0.09% | +800+2.7% | Added |
| National Bank of Canada | 30,676 | $42.3M | 0.04% | +6,976+29.4% | Added |
| Aviva PLC | 30,790 | $42.5M | 0.07% | +2,017+7.0% | Added |
| Robeco Schweiz AG | 31,474 | $43.4M | 0.92% | −1,201−3.7% | Reduced |
| Asset Management One Co.,Ltd. | 32,148 | $44.3M | 0.13% | −3,732−10.4% | Reduced |
| State Board of Administration of Florida Retirement System | 32,159 | $44.3M | 0.08% | −1,884−5.5% | Reduced |
| Creative Planning | 32,344 | $44.6M | 0.03% | +5,958+22.6% | Added |
| Teacher Retirement System of Texas | 32,564 | $44.9M | 0.19% | −10,999−25.2% | Reduced |
| CIBC World Markets Inc. | 32,665 | $45.0M | 0.08% | −3,424−9.5% | Reduced |
| Canada Pension Plan Investment Board | 33,607 | $46.3M | 0.03% | +16,967+102.0% | Added |
| Prudential Financial Inc | 34,022 | $46.9M | 0.06% | +14,121+71.0% | Added |
| New York State Common Retirement Fund | 34,694 | $47.8M | 0.07% | +1,000+3.0% | Added |
| Acadian Asset Management LLC | 34,958 | $48.2M | 0.07% | +26,493+313.0% | Added |
| CWM, LLC | 35,299 | $48.7M | 0.13% | +4,979+16.4% | Added |
| Blue Grotto Capital, LLC | 35,467 | $48.9M | 5.64% | −20,134−36.2% | Reduced |
| Empowered Funds, LLC | 35,511 | $49.0M | 0.31% | +35,511 | New |
| Danske Bank A/S | 35,912 | $49.5M | 0.12% | +6,111+20.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 36,148 | $49.8M | 0.06% | −1,221−3.3% | Reduced |
| Colony Group, LLC | 36,188 | $50.0M | 0.06% | +12,652+53.8% | Added |
| Artemis Investment Management LLP | 36,599 | $50.5M | 0.54% | −16,596−31.2% | Reduced |
| EULAV Asset Management | 37,108 | $51.2M | 1.64% | −23,600−38.9% | Reduced |
| Toroso Investments, LLC | 37,200 | $51.2M | 0.16% | +20,450+122.1% | Added |
| Panagora Asset Management Inc | 38,743 | $53.4M | 0.20% | +3,428+9.7% | Added |
| Bank of Montreal | 39,885 | $55.0M | 0.02% | +3,868+10.7% | Added |
| Neuberger Berman Group LLC | 40,338 | $55.6M | 0.04% | −12,388−23.5% | Reduced |