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 |
|---|---|---|---|---|---|
| Macquarie Group Ltd | 40,363 | $55.7M | 0.33% | +4,678+13.1% | Added |
| Driehaus Capital Management LLC | 41,105 | $56.7M | 0.42% | +623+1.5% | Added |
| Korea Investment CORP | 43,096 | $59.4M | 0.12% | +16,940+64.8% | Added |
| Mariner, LLC | 44,886 | $61.9M | 0.07% | +12,870+40.2% | Added |
| Cerity Partners LLC | 45,536 | $62.8M | 0.09% | +4,145+10.0% | Added |
| Schroder Investment Management Group | 45,833 | $63.2M | 0.05% | −20,830−31.2% | Reduced |
| Nomura Asset Management International Inc. | 45,960 | $63.4M | 0.11% | +900+2.0% | Added |
| Polar Capital Holdings Plc | 46,505 | $64.1M | 0.28% | +21,280+84.4% | Added |
| AustralianSuper Pty Ltd | 47,491 | $65.5M | 0.34% | +34,712+271.6% | Added |
| Gotham Asset Management, LLC | 48,821 | $67.3M | 0.21% | −5,574−10.2% | Reduced |
| LPL Financial LLC | 49,660 | $68.5M | 0.02% | −3,894−7.3% | Reduced |
| BNP Paribas Arbitrage, SA | 50,284 | $69.3M | 0.05% | −6,915−12.1% | Reduced |
| American Century Companies Inc | 51,120 | $70.5M | 0.04% | −62,950−55.2% | Reduced |
| California State Teachers Retirement System | 54,276 | $74.8M | 0.08% | −1,108−2.0% | Reduced |
| Congress Asset Management Co | 55,192 | $76.1M | 0.55% | −27,146−33.0% | Reduced |
| Renaissance Technologies LLC | 56,660 | $78.1M | 0.12% | +2,680+5.0% | Added |
| Man Group plc | 57,847 | $79.8M | 0.17% | +24,523+73.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 57,993 | $80.0M | 0.23% | +17,170+42.1% | Added |
| Wells Fargo & Company | 58,670 | $80.9M | 0.02% | −1,000−1.7% | Reduced |
| Smith Group Asset Management, LLC | 59,568 | $82.1M | 4.19% | −5,305−8.2% | Reduced |
| Vanguard Asset Management, Ltd | 60,206 | $83.0M | 0.07% | +60,206 | New |
| Victory Capital Management Inc | 64,058 | $88.3M | 0.06% | +7,286+12.8% | Added |
| Storebrand Asset Management AS | 64,513 | $89.0M | 0.26% | +3,567+5.9% | Added |
| Rhumbline Advisers | 66,597 | $91.8M | 0.08% | −582−0.9% | Reduced |
| Lazard Asset Management LLC | 66,710 | $92.0M | 0.15% | +7,438+12.5% | Added |
| Squarepoint Ops LLC | 66,716 | $92.0M | 0.20% | +147+0.2% | Added |
| D. E. Shaw & Co., Inc. | 67,779 | $93.5M | 0.07% | −16,722−19.8% | Reduced |
| HSBC Holdings PLC | 68,152 | $93.6M | 0.06% | +8,831+14.9% | Added |
| SEI Investments Co | 70,746 | $97.6M | 0.09% | +16,592+30.6% | Added |
| National Pension Service | 71,717 | $98.9M | 0.08% | +24,673+52.4% | Added |
| TimesSquare Capital Management, LLC | 73,968 | $102.0M | 1.73% | +22,748+44.4% | Added |
| Fiera Capital Corp | 76,892 | $106.0M | 0.36% | −225−0.3% | Reduced |
| Vanguard Global Advisers, LLC | 77,866 | $107.4M | 0.06% | +77,866 | New |
| California Public Employees Retirement System | 78,113 | $107.7M | 0.07% | +11,829+17.8% | Added |
| Envestnet Asset Management Inc | 78,352 | $108.0M | 0.03% | +11,940+18.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 79,581 | $109.7M | 0.07% | +6,021+8.2% | Added |
| Caisse de Depot Et Placement du Quebec | 79,885 | $110.2M | 0.18% | −25,699−24.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 82,173 | $113.3M | 0.07% | +7,515+10.1% | Added |
| KBC Group NV | 84,392 | $116.4M | 0.29% | −7,337−8.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 84,992 | $117.2M | 0.11% | +19,038+28.9% | Added |
| Bridgewater Associates, LP | 86,462 | $119.2M | 0.53% | +18,263+26.8% | Added |
| Ieq Capital, LLC | 89,865 | $123.9M | 0.58% | +6,940+8.4% | Added |
| Temasek Holdings (Private) Ltd | 94,356 | $130.1M | 0.44% | +41,799+79.5% | Added |
| GW&K Investment Management, LLC | 95,674 | $131.9M | 1.16% | −15,973−14.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 96,221 | $132.7M | 0.56% | −171,652−64.1% | Reduced |
| Russell Investments Group, Ltd. | 99,887 | $137.7M | 0.15% | −1,408−1.4% | Reduced |
| Alliancebernstein L.P. | 148,961 | $139.0M | 0.05% | −33,846−18.5% | Reduced |
| Principal Financial Group Inc | 102,149 | $140.9M | 0.08% | −1,940−1.9% | Reduced |
| Barclays PLC | 102,970 | $142.0M | 0.05% | +35,387+52.4% | Added |
| Millennium Management LLC | 103,313 | $142.5M | 0.11% | +40,969+65.7% | Added |
| Swiss National Bank | 103,480 | $142.7M | 0.08% | +6,800+7.0% | Added |
| WCM Investment Management, LLC | 116,698 | $148.6M | 0.34% | +22,992+24.5% | Added |
| AMF Pensionsforsakring AB | 109,590 | $151.1M | 1.00% | −162,078−59.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 114,241 | $157.5M | 0.34% | −29,361−20.4% | Reduced |
| Janus Henderson Group PLC | 115,378 | $159.1M | 0.08% | +16,451+16.6% | Added |
| Allianz Asset Management GmbH | 119,449 | $164.7M | 0.19% | +28,593+31.5% | Added |
| Voya Investment Management LLC | 121,608 | $167.2M | 0.17% | −56,519−31.7% | Reduced |
| Bank of America Corp | 129,056 | $178.0M | 0.01% | −25,546−16.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 124,989 | $178.5M | 0.30% | +59,623+91.2% | Added |
| Raymond James Financial Inc | 135,009 | $181.3M | 0.06% | +48,619+56.3% | Added |
| Evercore Wealth Management, LLC | 134,308 | $185.2M | 2.91% | −20,929−13.5% | Reduced |
| Amundi | 136,835 | $188.7M | 0.05% | +24,209+21.5% | Added |
| Royal London Asset Management Ltd | 138,256 | $190.7M | 0.40% | −56,544−29.0% | Reduced |
| UBS Asset Management Americas Inc | 146,007 | $201.3M | 0.04% | +11,731+8.7% | Added |
| Royal Bank of Canada | 146,195 | $201.6M | 0.04% | +28,829+24.6% | Added |
| Ameriprise Financial Inc | 147,298 | $203.1M | 0.05% | +31,318+27.0% | Added |
| SG Americas Securities, LLC | 153,458 | $211.6M | 0.23% | +30,993+25.3% | Added |
| Capital Research Global Investors | 153,639 | $211.9M | 0.03% | +37,052+31.8% | Added |
| Legal & General Group Plc | 153,779 | $212.1M | 0.05% | +31,919+26.2% | Added |
| Clearbridge Investments, LLC | 159,961 | $220.6M | 0.19% | −40,584−20.2% | Reduced |
| Price T Rowe Associates Inc | 161,169 | $222.3M | 0.03% | −16,447−9.3% | Reduced |
| Nuveen, LLC | 188,471 | $259.9M | 0.07% | +11,485+6.5% | Added |
| UBS Group AG | 190,544 | $262.8M | 0.05% | +36,810+23.9% | Added |
| Vanguard Fiduciary Trust Co | 202,952 | $279.9M | 0.07% | +202,952 | New |
| Franklin Resources Inc | 203,388 | $280.5M | 0.07% | +23,377+13.0% | Added |
| Artisan Partners Limited Partnership | 208,177 | $287.1M | 0.47% | −8,034−3.7% | Reduced |
| Castle Hook Partners LP | 208,906 | $288.1M | 5.82% | −58,928−22.0% | Reduced |
| Value Aligned Research Advisors, LLC | 213,637 | $294.6M | 3.49% | +66,616+45.3% | Added |
| Bank of New York Mellon Corp | 218,195 | $300.9M | 0.06% | −9,493−4.2% | Reduced |
| Point72 Asset Management, L.P. | 219,232 | $302.3M | 0.53% | +72,378+49.3% | Added |
| Baillie Gifford & Co | 225,118 | $310.4M | 0.32% | −49,624−18.1% | Reduced |
| Lord, Abbett & Co. LLC | 237,647 | $327.7M | 1.07% | −33,933−12.5% | Reduced |
| Deutsche Bank AG | 240,791 | $332.0M | 0.11% | −72,033−23.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 242,196 | $334.0M | 1.12% | −46,843−16.2% | Reduced |
| Goldman Sachs Group Inc | 244,047 | $336.5M | 0.04% | +46,057+23.3% | Added |
| Hood River Capital Management LLC | 249,385 | $343.9M | 3.45% | +3,528+1.4% | Added |
| Arrowstreet Capital, Limited Partnership | 252,979 | $348.9M | 0.19% | +28,712+12.8% | Added |
| Federated Hermes, Inc. | 267,030 | $368.2M | 0.60% | −50,436−15.9% | Reduced |
| Dimensional Fund Advisors LP | 279,947 | $385.8M | 0.08% | +14,423+5.4% | Added |
| Charles Schwab Investment Management Inc | 287,735 | $396.8M | 0.06% | +1,253+0.4% | Added |
| Northern Trust Corp | 329,098 | $453.8M | 0.06% | +10,316+3.2% | Added |
| Capital International Investors | 391,831 | $540.3M | 0.13% | +278,199+244.8% | Added |
| First Trust Advisors LP | 415,886 | $573.5M | 0.41% | −66,213−13.7% | Reduced |
| Morgan Stanley | 460,135 | $634.5M | 0.04% | +28,462+6.6% | Added |
| Invesco Ltd. | 606,580 | $836.5M | 0.08% | −46,399−7.1% | Reduced |
| Westfield Capital Management Co LP | 620,915 | $856.2M | 3.59% | −47,920−7.2% | Reduced |
| JPMorgan Chase & Co | 889,891 | $1.13B | 0.08% | +182,899+25.9% | Added |
| Capital World Investors | 865,780 | $1.19B | 0.16% | −774,752−47.2% | Reduced |
| AQR Capital Management LLC | 1,116,230 | $1.49B | 0.68% | +96,308+9.4% | Added |
| Geode Capital Management, LLC | 1,238,619 | $1.71B | 0.11% | +52,710+4.4% | Added |