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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 45,536 | $62.8M | 0.09% | +4,145+10.0% | Added |
| Mariner, LLC | 44,886 | $61.9M | 0.07% | +12,870+40.2% | Added |
| Korea Investment CORP | 43,096 | $59.4M | 0.12% | +16,940+64.8% | Added |
| Driehaus Capital Management LLC | 41,105 | $56.7M | 0.42% | +623+1.5% | Added |
| Macquarie Group Ltd | 40,363 | $55.7M | 0.33% | +4,678+13.1% | Added |
| Neuberger Berman Group LLC | 40,338 | $55.6M | 0.04% | −12,388−23.5% | Reduced |
| Bank of Montreal | 39,885 | $55.0M | 0.02% | +3,868+10.7% | Added |
| Panagora Asset Management Inc | 38,743 | $53.4M | 0.20% | +3,428+9.7% | Added |
| Toroso Investments, LLC | 37,200 | $51.2M | 0.16% | +20,450+122.1% | Added |
| EULAV Asset Management | 37,108 | $51.2M | 1.64% | −23,600−38.9% | Reduced |
| Artemis Investment Management LLP | 36,599 | $50.5M | 0.54% | −16,596−31.2% | Reduced |
| Colony Group, LLC | 36,188 | $50.0M | 0.06% | +12,652+53.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 36,148 | $49.8M | 0.06% | −1,221−3.3% | Reduced |
| Danske Bank A/S | 35,912 | $49.5M | 0.12% | +6,111+20.5% | Added |
| Empowered Funds, LLC | 35,511 | $49.0M | 0.31% | +35,511 | New |
| Blue Grotto Capital, LLC | 35,467 | $48.9M | 5.64% | −20,134−36.2% | Reduced |
| CWM, LLC | 35,299 | $48.7M | 0.13% | +4,979+16.4% | Added |
| Acadian Asset Management LLC | 34,958 | $48.2M | 0.07% | +26,493+313.0% | Added |
| New York State Common Retirement Fund | 34,694 | $47.8M | 0.07% | +1,000+3.0% | Added |
| Prudential Financial Inc | 34,022 | $46.9M | 0.06% | +14,121+71.0% | Added |
| Canada Pension Plan Investment Board | 33,607 | $46.3M | 0.03% | +16,967+102.0% | Added |
| CIBC World Markets Inc. | 32,665 | $45.0M | 0.08% | −3,424−9.5% | Reduced |
| Teacher Retirement System of Texas | 32,564 | $44.9M | 0.19% | −10,999−25.2% | Reduced |
| Creative Planning | 32,344 | $44.6M | 0.03% | +5,958+22.6% | Added |
| State Board of Administration of Florida Retirement System | 32,159 | $44.3M | 0.08% | −1,884−5.5% | Reduced |
| Asset Management One Co.,Ltd. | 32,148 | $44.3M | 0.13% | −3,732−10.4% | Reduced |
| Robeco Schweiz AG | 31,474 | $43.4M | 0.92% | −1,201−3.7% | Reduced |
| Aviva PLC | 30,790 | $42.5M | 0.07% | +2,017+7.0% | Added |
| National Bank of Canada | 30,676 | $42.3M | 0.04% | +6,976+29.4% | Added |
| New York State Teachers Retirement System | 30,665 | $42.3M | 0.09% | +800+2.7% | Added |
| Systematic Financial Management LP | 30,179 | $41.6M | 0.95% | −18,871−38.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 29,944 | $41.3M | 0.43% | +19,440+185.1% | Added |
| Jennison Associates LLC | 29,887 | $41.2M | 0.03% | +27,769+1,311.1% | Added |
| Citigroup Inc | 29,786 | $41.1M | 0.03% | +3,538+13.5% | Added |
| Renaissance Group LLC | 29,374 | $40.5M | 1.70% | −9,422−24.3% | Reduced |
| Pictet Asset Management Holding SA | 29,139 | $40.2M | 0.04% | +4,431+17.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 28,907 | $39.9M | 0.07% | +1,306+4.7% | Added |
| Adage Capital Partners GP, L.L.C. | 28,584 | $39.4M | 0.06% | +3,784+15.3% | Added |
| Ensign Peak Advisors, Inc | 28,394 | $39.2M | 0.07% | −1,185−4.0% | Reduced |
| Cetera Investment Advisers | 27,946 | $38.5M | 0.04% | −510−1.8% | Reduced |
| Truist Financial Corp | 27,747 | $38.3M | 0.05% | +2,621+10.4% | Added |
| Candriam Luxembourg S.C.A. | 27,076 | $37.3M | 0.19% | −1,210−4.3% | Reduced |
| Zurich Insurance Group Ltd | 26,940 | $37.1M | 0.29% | +26,940 | New |
| Holocene Advisors, LP | 26,679 | $36.8M | 0.09% | +19,667+280.5% | Added |
| FIL Ltd | 26,067 | $35.9M | 0.03% | +12,341+89.9% | Added |
| Granahan Investment Management Inc | 26,027 | $35.9M | 1.74% | −80.0% | Reduced |
| Wealth High Governance Asset Management Ltda. | 25,977 | $35.8M | 5.59% | +25,977 | New |
| Mitsubishi UFJ Trust & Banking Corp | 25,757 | $35.5M | 0.09% | −346−1.3% | Reduced |
| Stifel Financial Corp | 25,271 | $34.8M | 0.03% | −406−1.6% | Reduced |
| State of Wisconsin Investment Board | 24,526 | $33.8M | 0.08% | +1,415+6.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 25,728 | $33.5M | 0.07% | +7,022+37.5% | Added |
| Citadel Advisors LLC | 24,295 | $33.5M | 0.02% | +15,156+165.8% | Added |
| Manufacturers Life Insurance Company, The | 24,082 | $33.2M | 0.03% | −2,140−8.2% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 23,862 | $32.9M | 0.50% | +23,862 | New |
| Los Angeles Capital Management LLC | 23,724 | $32.7M | 0.13% | +14,555+158.7% | Added |
| Robeco Institutional Asset Management B.V. | 23,537 | $32.5M | 0.05% | −61,194−72.2% | Reduced |
| TD Asset Management Inc | 23,534 | $32.5M | 0.03% | +10,812+85.0% | Added |
| PFA Pension, Forsikringsaktieselskab | 23,289 | $32.1M | 0.10% | +3,695+18.9% | Added |
| Merewether Investment Management, LP | 22,351 | $30.8M | 0.60% | −23,998−51.8% | Reduced |
| Bessemer Group Inc | 22,192 | $30.6M | 0.05% | −7,766−25.9% | Reduced |
| BWCP, LP | 22,023 | $30.4M | 4.63% | −11,587−34.5% | Reduced |
| Munro Partners | 20,704 | $28.6M | 0.97% | −2,730−11.6% | Reduced |
| Fred Alger Management, LLC | 20,564 | $28.4M | 0.12% | −6,664−24.5% | Reduced |
| Handelsbanken Fonder AB | 20,033 | $27.6M | 0.09% | −39,865−66.6% | Reduced |
| Navellier & Associates Inc | 19,802 | $27.3M | 2.85% | +534+2.8% | Added |
| Credit Agricole S A | 19,419 | $26.8M | 0.09% | −13,697−41.4% | Reduced |
| Wellington Management Group LLP | 19,174 | $26.4M | 0.00% | −2,428−11.2% | Reduced |
| Mercer Global Advisors Inc | 18,755 | $25.9M | 0.04% | +3,698+24.6% | Added |
| Advisor Group Holdings, Inc. | 18,575 | $25.6M | 0.04% | −8,816−32.2% | Reduced |
| Mackenzie Financial Corp | 18,230 | $25.1M | 0.03% | +8,108+80.1% | Added |
| E. Ohman J:or Asset Management AB | 17,819 | $24.6M | 0.65% | −30,740−63.3% | Reduced |
| Vanguard Investments Australia, Ltd. | 17,630 | $24.3M | 0.07% | +17,630 | New |
| Captrust Financial Advisors | 17,469 | $24.1M | 0.04% | +3,393+24.1% | Added |
| Chevy Chase Trust Holdings, Inc. | 17,352 | $23.9M | 0.07% | −493−2.8% | Reduced |
| Freestone Grove Partners LP | 17,281 | $23.8M | 0.17% | −48,427−73.7% | Reduced |
| Worldquant Millennium Advisors LLC | 16,842 | $23.2M | 0.09% | +13,786+451.1% | Added |
| Schonfeld Strategic Advisors LLC | 16,593 | $22.9M | 0.19% | −14,624−46.8% | Reduced |
| SEB Asset Management AB | 16,479 | $22.7M | 0.10% | +16,479 | New |
| KLP Kapitalforvaltning AS | 16,400 | $22.6M | 0.09% | +2,180+15.3% | Added |
| Capital Fund Management S.A. | 16,372 | $22.6M | 0.20% | +16,372 | New |
| Peterson Wealth Services | 16,370 | $22.6M | 5.58% | −77−0.5% | Reduced |
| Great West Life Assurance Co | 15,916 | $22.0M | 0.04% | +242+1.5% | Added |
| Dorsey Wright & Associates | 15,887 | $21.9M | 2.71% | +7,402+87.2% | Added |
| Swedbank AB | 15,672 | $21.6M | 0.02% | 00.0% | Unchanged |
| OP Asset Management Ltd | 15,469 | $21.3M | 0.22% | +9,804+173.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 15,400 | $21.2M | 0.12% | +3,720+31.8% | Added |
| Toronto Dominion Bank | 15,385 | $21.2M | 0.04% | −5,186−25.2% | Reduced |
| Assenagon Asset Management S.A. | 15,158 | $20.9M | 0.03% | +5,115+50.9% | Added |
| Employees Provident Fund Board | 15,017 | $20.7M | 0.16% | +15,017 | New |
| Police & Firemen's Retirement System of New Jersey | 14,894 | $20.5M | 0.18% | +108+0.7% | Added |
| Treasurer of the State of North Carolina | 14,893 | $20.5M | 0.06% | +318+2.2% | Added |
| Mediolanum International Funds Ltd | 15,985 | $20.4M | 0.22% | +1,773+12.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,378 | $19.8M | 0.16% | +578+4.2% | Added |
| Strategic Planning Group, LLC | 14,321 | $19.7M | 2.76% | −4,305−23.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 14,214 | $19.6M | 0.03% | +12,823+921.9% | Added |
| Public Employees Retirement Association of Colorado | 14,145 | $19.5M | 0.08% | +10,800+322.9% | 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 |
| Andra AP-fonden | 14,013 | $19.3M | 0.24% | +6,213+79.7% | Added |
| Pallas Capital Advisors LLC | 13,925 | $19.2M | 0.72% | −5,379−27.9% | Reduced |