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, Q2 2026
Institutional positions in Comfort Systems USA Inc as of Jun 30, 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
- 1,357
- +165 vs. Q1 2026
- Shares held
- 32.7M
- +305.1K (+0.9%) vs. Q1 2026
- Total value
- $64.6B
- +$20.2B (+45.5%) vs. Q1 2026
- New holders
- 245
- 498 more added
- Sold out
- 80
- 490 more reduced
14 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 23,817 | $47.2M | 0.04% | −265−1.1% | Reduced |
| Worldquant Millennium Advisors LLC | 24,023 | $47.6M | 0.16% | +7,181+42.6% | Added |
| Asset Management One Co.,Ltd. | 24,290 | $48.1M | 0.12% | −7,858−24.4% | Reduced |
| National Bank of Canada | 25,198 | $49.9M | 0.04% | −5,478−17.9% | Reduced |
| TD Asset Management Inc | 25,332 | $50.2M | 0.04% | +1,798+7.6% | Added |
| Vinva Investment Management Ltd | 26,103 | $50.9M | 0.34% | +16,746+179.0% | Added |
| Congress Asset Management Co | 25,704 | $50.9M | 0.31% | −29,488−53.4% | Reduced |
| Teacher Retirement System of Texas | 26,973 | $53.5M | 0.14% | −5,591−17.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 27,294 | $54.1M | 0.12% | +1,537+6.0% | Added |
| EULAV Asset Management | 27,604 | $54.7M | 1.75% | −9,504−25.6% | Reduced |
| Cetera Investment Advisers | 27,940 | $55.4M | 0.05% | −60.0% | Reduced |
| Susquehanna International Group, LLP | 28,310 | $56.1M | 0.05% | +19,338+215.5% | Added |
| Alliancebernstein L.P. | 40,830 | $56.3M | 0.02% | −108,131−72.6% | Reduced |
| Empowered Funds, LLC | 28,872 | $57.2M | 0.30% | −6,639−18.7% | Reduced |
| Ensign Peak Advisors, Inc | 28,968 | $57.4M | 0.09% | +574+2.0% | Added |
| New York State Teachers Retirement System | 29,025 | $57.5M | 0.11% | −1,640−5.3% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 29,238 | $57.9M | 0.15% | +5,949+25.5% | Added |
| Qube Research & Technologies Ltd | 29,369 | $58.2M | 0.06% | +27,356+1,359.0% | Added |
| SG Americas Securities, LLC | 29,829 | $59.1M | 0.03% | −123,629−80.6% | Reduced |
| Munro Partners | 30,230 | $59.9M | 1.36% | +9,526+46.0% | Added |
| Assenagon Asset Management S.A. | 31,013 | $61.5M | 0.08% | +15,855+104.6% | Added |
| Adage Capital Partners GP, L.L.C. | 31,300 | $62.0M | 0.09% | +2,716+9.5% | Added |
| Driehaus Capital Management LLC | 31,499 | $62.4M | 0.36% | −9,606−23.4% | Reduced |
| Aviva PLC | 31,554 | $62.5M | 0.09% | +764+2.5% | Added |
| Danske Bank A/S | 31,664 | $62.8M | 0.13% | −4,248−11.8% | Reduced |
| State Board of Administration of Florida Retirement System | 32,800 | $65.0M | 0.11% | +641+2.0% | Added |
| New York State Common Retirement Fund | 32,844 | $65.1M | 0.08% | −1,850−5.3% | Reduced |
| Canada Pension Plan Investment Board | 32,880 | $65.2M | 0.04% | −727−2.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 32,949 | $65.3M | 0.52% | +3,005+10.0% | Added |
| Virginia Retirement Systems Et Al | 33,856 | $67.1M | 0.40% | +33,045+4,074.6% | Added |
| FIL Ltd | 33,879 | $67.1M | 0.05% | +7,812+30.0% | Added |
| HRT Financial LP | 34,217 | $67.8M | 0.12% | +28,558+504.6% | Added |
| Creative Planning | 34,488 | $68.4M | 0.04% | +2,144+6.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 34,967 | $69.3M | 0.11% | +6,060+21.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 36,128 | $71.6M | 0.07% | −20−0.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 36,417 | $72.2M | 0.09% | +12,880+54.7% | Added |
| Millennium Management LLC | 36,443 | $72.2M | 0.05% | −66,870−64.7% | Reduced |
| Merewether Investment Management, LP | 36,660 | $72.7M | 1.37% | +14,309+64.0% | Added |
| CIBC World Markets Inc. | 38,022 | $75.4M | 0.13% | +5,357+16.4% | Added |
| SEI Investments Co | 38,034 | $75.4M | 0.07% | −32,712−46.2% | Reduced |
| Toroso Investments, LLC | 38,036 | $75.4M | 0.18% | +836+2.2% | Added |
| Vontobel Holding Ltd. | 38,212 | $75.7M | 0.25% | +36,324+1,923.9% | Added |
| Los Angeles Capital Management LLC | 38,545 | $76.4M | 0.28% | +14,821+62.5% | Added |
| Cerity Partners LLC | 40,591 | $80.4M | 0.10% | −4,945−10.9% | Reduced |
| Balyasny Asset Management LLC | 40,771 | $80.8M | 0.15% | +34,843+587.8% | Added |
| Colony Group, LLC | 41,046 | $81.4M | 0.08% | +4,858+13.4% | Added |
| Nordea Investment Management AB | 41,406 | $81.9M | 0.07% | +28,721+226.4% | Added |
| GW&K Investment Management, LLC | 43,819 | $86.9M | 0.68% | −51,855−54.2% | Reduced |
| Fiera Capital Corp | 43,884 | $87.0M | 0.32% | −33,008−42.9% | Reduced |
| Mariner, LLC | 44,794 | $88.8M | 0.09% | −92−0.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 45,608 | $90.4M | 0.28% | −12,385−21.4% | Reduced |
| Gotham Asset Management, LLC | 46,105 | $91.4M | 0.21% | −2,716−5.6% | Reduced |
| Korea Investment CORP | 46,407 | $92.0M | 0.17% | +3,311+7.7% | Added |
| Acadian Asset Management LLC | 46,712 | $92.6M | 0.11% | +11,754+33.6% | Added |
| Citadel Advisors LLC | 46,859 | $92.9M | 0.05% | +22,564+92.9% | Added |
| Storebrand Asset Management AS | 48,029 | $95.2M | 0.23% | −16,484−25.6% | Reduced |
| Bridgewater Associates, LP | 48,506 | $96.1M | 0.39% | −37,956−43.9% | Reduced |
| Neuberger Berman Group LLC | 48,630 | $96.4M | 0.06% | +8,292+20.6% | Added |
| Nomura Asset Management International Inc. | 49,988 | $99.1M | 0.15% | +4,028+8.8% | Added |
| Macquarie Group Ltd | 51,492 | $102.1M | 0.44% | +11,129+27.6% | Added |
| Smith Group Asset Management, LLC | 51,773 | $102.6M | 4.18% | −7,795−13.1% | Reduced |
| LPL Financial LLC | 51,941 | $102.9M | 0.02% | +2,281+4.6% | Added |
| California State Teachers Retirement System | 51,984 | $103.0M | 0.09% | −2,292−4.2% | Reduced |
| Bank of Montreal | 52,015 | $103.1M | 0.04% | +12,130+30.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 52,483 | $103.7M | 0.27% | +47,716+1,001.0% | Added |
| Schroder Investment Management Group | 53,119 | $105.3M | 0.07% | +7,286+15.9% | Added |
| Polar Capital Holdings Plc | 53,295 | $105.6M | 0.30% | +6,790+14.6% | Added |
| Pictet Asset Management Holding SA | 53,954 | $106.9M | 0.10% | +24,815+85.2% | Added |
| Man Group plc | 53,961 | $106.9M | 0.20% | −3,886−6.7% | Reduced |
| Prudential Financial Inc | 60,477 | $119.9M | 0.13% | +26,455+77.8% | Added |
| Victory Capital Management Inc | 61,448 | $121.8M | 0.07% | −2,610−4.1% | Reduced |
| Lazard Asset Management LLC | 61,863 | $122.6M | 0.19% | −4,847−7.3% | Reduced |
| Jennison Associates LLC | 63,477 | $125.8M | 0.08% | +33,590+112.4% | Added |
| Envestnet Asset Management Inc | 63,900 | $126.6M | 0.03% | −14,452−18.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 68,056 | $126.9M | 0.19% | −56,933−45.6% | Reduced |
| Clearbridge Investments, LLC | 65,366 | $129.6M | 0.11% | −94,595−59.1% | Reduced |
| Rhumbline Advisers | 65,942 | $130.7M | 0.10% | −655−1.0% | Reduced |
| D. E. Shaw & Co., Inc. | 67,126 | $133.0M | 0.08% | −653−1.0% | Reduced |
| BNP Paribas Arbitrage, SA | 67,390 | $133.6M | 0.07% | +17,106+34.0% | Added |
| National Pension Service | 67,589 | $134.0M | 0.09% | −4,128−5.8% | Reduced |
| Vanguard Asset Management, Ltd | 68,307 | $135.4M | 0.09% | +8,101+13.5% | Added |
| Ieq Capital, LLC | 71,032 | $140.8M | 0.65% | −18,833−21.0% | Reduced |
| HSBC Holdings PLC | 71,668 | $141.9M | 0.07% | +3,516+5.2% | Added |
| Citigroup Inc | 73,764 | $146.2M | 0.07% | +43,978+147.6% | Added |
| TimesSquare Capital Management, LLC | 73,834 | $146.3M | 2.15% | −134−0.2% | Reduced |
| Renaissance Technologies LLC | 76,160 | $150.9M | 0.21% | +19,500+34.4% | Added |
| Vanguard Global Advisers, LLC | 76,547 | $151.7M | 0.07% | −1,319−1.7% | Reduced |
| California Public Employees Retirement System | 76,914 | $152.4M | 0.09% | −1,199−1.5% | Reduced |
| Panagora Asset Management Inc | 80,479 | $159.5M | 0.49% | +41,736+107.7% | Added |
| KBC Group NV | 81,518 | $161.6M | 0.35% | −2,874−3.4% | Reduced |
| Barclays PLC | 83,056 | $164.6M | 0.05% | −19,914−19.3% | Reduced |
| Principal Financial Group Inc | 84,870 | $168.2M | 0.08% | −17,279−16.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 85,034 | $168.5M | 0.10% | +2,861+3.5% | Added |
| AustralianSuper Pty Ltd | 86,175 | $170.8M | 0.74% | +38,684+81.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 86,222 | $170.9M | 0.09% | +6,641+8.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 86,899 | $172.2M | 0.33% | −27,342−23.9% | Reduced |
| SRS Capital Advisors, Inc. | 91,674 | $181.7M | 1.21% | +91,127+16,659.4% | Added |
| Jupiter Topco LLC | 93,950 | $186.1M | 0.08% | +93,950 | New |
| Russell Investments Group, Ltd. | 95,718 | $189.6M | 0.17% | −4,169−4.2% | Reduced |
| Capital Research Global Investors | 95,976 | $190.2M | 0.03% | −57,663−37.5% | Reduced |